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Nonprofit · EIN 32-6292023

JANE MCKELVIE CHARITABLE TR

Tax-exempt · JEFFERSONVILLE, IN 47130

Financials

$12K$29K2023$26K$31K2024$22K$33K2025
Revenue Expenses · by fiscal year end
Financials of JANE MCKELVIE CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$21,896$33,415-$11,519$463,094$0$463,094
December 31, 2024990-PF$26,103$31,430-$5,327$474,608$0$474,608
December 31, 2023990-PF$12,488$28,736-$16,248$479,784$0$479,784
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$14,237
Net gain from sales of assets
$7,659

Expenses

Grants and similar amounts paid
$25,657
Compensation of officers, directors and key employees
$6,427
Disbursements for charitable purposes
$25,657
Excise tax on investment income
$212

Balance sheet and other

Total assets, start of year
$474,608
Total assets, end of year
$463,094
Total liabilities, end of year
$0
Net assets, end of year
$463,094
Fair market value of assets
$557,453
Qualifying distributions
$25,657
Net investment income
$21,896

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
NEW COVENANT TRUST COMPANY N A
200 EAST TWELFTH STREET SUITE B, JEFFERSONVILLE, IN 47130
TRUSTEE1$6,427
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
NEW COVENANT TRUST COMPANY N A
200 EAST TWELFTH STREET SUITE B, JEFFERSONVILLE, IN 47130
TRUSTEE1$6,087
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
NEW COVENANT TRUST COMPANY N A
200 EAST TWELFTH STREET SUITE B, JEFFERSONVILLE, IN 47130
TRUSTEE1$3,948

Address and contacts

Address (IRS master file)
200 EAST 12TH STREET SUITE B, JEFFERSONVILLE, IN 47130-3854
In care of
% NEW COVENANT TRUST COMPANY TTEE
Signed the 990-PF
BEN HAYDEN, VICE PRESIDENT
Phone
(502) 569-5883
Return prepared by
FIDUCIARY TAX CONSULTANTS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
32-6292023
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
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$463,094
Income (IRS master file)
$39,550

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$21,896$33,415$463,094IRS
990-PFDecember 2024$26,103$31,430$474,608IRS
990-PFDecember 2023$12,488$28,736$479,784XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 32-6292023).

Questions about JANE MCKELVIE CHARITABLE TR

What is the EIN of JANE MCKELVIE CHARITABLE TR?
The employer identification number (EIN) of JANE MCKELVIE CHARITABLE TR is 32-6292023.
Is JANE MCKELVIE CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to JANE MCKELVIE CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JANE MCKELVIE CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JANE MCKELVIE CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JANE MCKELVIE CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JANE MCKELVIE CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,427 (NEW COVENANT TRUST COMPANY N A, TRUSTEE).
How much revenue does JANE MCKELVIE CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,896, expenses of $33,415 and total assets of $463,094 at year end.

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