Nonprofit · EIN 31-6553137
KATHRYN J HODGES CHARITABLE TR
Also known as HILLIARD LYONS TRUST COMPANY
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $241,793 | $137,433 | $104,360 | $1,109,606 | $0 | $1,109,606 |
| February 28, 2025 | 990-PF | $355,850 | $113,474 | $242,376 | $1,005,246 | $0 | $1,005,246 |
| February 29, 2024 | 990-PF | $113,715 | $106,163 | $7,552 | $762,870 | $0 | $762,870 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $36,573
- Net gain from sales of assets
- $205,220
Expenses
- Grants and similar amounts paid
- $110,000
- Compensation of officers, directors and key employees
- $16,836
- Disbursements for charitable purposes
- $114,747
- Excise tax on investment income
- $3,158
Balance sheet and other
- Total assets, start of year
- $1,005,246
- Total assets, end of year
- $1,109,606
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,109,606
- Fair market value of assets
- $2,953,243
- Qualifying distributions
- $114,747
- Net investment income
- $241,793
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 40232 | TRUSTEE | 0.5 | $16,836 |
| STEPHEN H PROVOST III PO BOX 32760, LOUISVILLE, KY 40232 | MEMBER-SELECTION COMMITTEE | 0.1 | $0 |
| ROBERT C CARR PO BOX 32760, LOUISVILLE, KY 40232 | MEMBER-SELECTION COMMITTEE | 0.1 | $0 |
990-PF for the year ended February 28, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 40232 | TRUSTEE | 0.5 | $15,500 |
| STEPHEN H PROVOST III PO BOX 32760, LOUISVILLE, KY 40232 | MEMBER-SELECTION COMMITTEE | 0.1 | $0 |
| ROBERT C CARR PO BOX 32760, LOUISVILLE, KY 40232 | MEMBER-SELECTION COMMITTEE | 0.1 | $0 |
990-PF for the year ended February 29, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 40232 | TRUSTEE | 0.5 | $13,330 |
| STEPHEN H PROVOST III PO BOX 32760, LOUISVILLE, KY 40232 | MEMBER-SELECTION COMMITTEE | 0.1 | $0 |
| ROBERT C CARR PO BOX 32760, LOUISVILLE, KY 40232 | MEMBER-SELECTION COMMITTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 32760, LOUISVILLE, KY 40232-2760
- Signed the 990-PF
- JENNY CHINN, VICE PRESIDENT
- Phone
- (502) 588-8497
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-6553137
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,109,606
- Income (IRS master file)
- $367,686
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $241,793 | $137,433 | $1,109,606 | XML |
| 990-PF | February 2025 | $355,850 | $113,474 | $1,005,246 | XML |
| 990-PF | February 2024 | $113,715 | $106,163 | $762,870 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-6553137).
Questions about KATHRYN J HODGES CHARITABLE TR
- What is the EIN of KATHRYN J HODGES CHARITABLE TR?
- The employer identification number (EIN) of KATHRYN J HODGES CHARITABLE TR is 31-6553137.
- Is KATHRYN J HODGES CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to KATHRYN J HODGES CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHRYN J HODGES CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHRYN J HODGES CHARITABLE TR due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATHRYN J HODGES CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of KATHRYN J HODGES CHARITABLE TR?
- The 990-PF for the year ended February 28, 2026 lists 3 people; 1 received compensation from the organization, the highest $16,836 (BAIRD TRUST COMPANY, TRUSTEE).
- How much revenue does KATHRYN J HODGES CHARITABLE TR have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $241,793, expenses of $137,433 and total assets of $1,109,606 at year end.
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