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Nonprofit · EIN 39-6786592

RAY AND KAY ECKSTEIN CHARITABLE TRUST

Also known as ECKSTEIN RAY A ET AL TTEE

Tax-exempt · PADUCAH, KY 42001

Financials

$14.7M$22.2M2023$26.9M$25.4M2024
Revenue Expenses · by fiscal year end
Financials of RAY AND KAY ECKSTEIN CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$26,934,025$25,445,072$1,488,953$457,357,889$28,797$457,329,092
December 31, 2023990-PF$14,667,434$22,212,794-$7,545,360$436,642,374$26,125$436,616,249
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$40,250
Dividends
$7,612,565
Interest
$209,958
Net gain from sales of assets
$18,920,850
Other income
$150,402

Expenses

Grants and similar amounts paid
$22,849,935
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$587,131
Disbursements for charitable purposes
$23,483,683
Excise tax on investment income
$358,002

Balance sheet and other

Total assets, start of year
$436,642,374
Total assets, end of year
$457,357,889
Total liabilities, end of year
$28,797
Net assets, end of year
$457,329,092
Fair market value of assets
$457,357,889
Qualifying distributions
$23,483,683
Net investment income
$29,504,588

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, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
LAURIE LATHAM
P O BOX 7606, PADUCAH, KY 420027606
EXECUTIVE DIRECTOR
Highest-paid employee
40$313,000$16,800
HEATHER L JACKSON
P O BOX 7606, PADUCAH, KY 420027606
GRANTS MANAGER
Highest-paid employee
40$145,000$8,700
GINA G LEEPER
P O BOX 7606, PADUCAH, KY 420027606
PROGRAM OFFICER
Highest-paid employee
40$77,000$4,620
CYNTHIA L ERICKSON-ZANINOVICH
P O BOX 7606, PADUCAH, KY 420027606
TRUSTEE1.5$0$0
SUSAN F HOMRA
P O BOX 7606, PADUCAH, KY 420027606
TRUSTEE1.5$0$0
TERESA R ECKSTEIN
P O BOX 7606, PADUCAH, KY 420027606
TRUSTEE1.5$0$0
JOHN P ECKSTEIN
P O BOX 7606, PADUCAH, KY 420027606
TRUSTEE1.5$0$0
JOSEPH P ECKSTEIN
P O BOX 7606, PADUCAH, KY 420027606
TRUSTEE1.5$0$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
LAURIE LATHAM
P O BOX 7606, PADUCAH, KY 420027606
EXECUTIVE DIRECTOR
Highest-paid employee
40$310,000$18,600
HEATHER L JACKSON
P O BOX 7606, PADUCAH, KY 420027606
GRANTS MANAGER
Highest-paid employee
40$140,000$8,400
GINA G LEEPER
P O BOX 7606, PADUCAH, KY 420027606
PROGRAM OFFICER
Highest-paid employee
40$70,000$4,200
CYNTHIA L ERICKSON-ZANINOVICH
P O BOX 7606, PADUCAH, KY 420027606
TRUSTEE1.5$0$0
SUSAN F HOMRA
P O BOX 7606, PADUCAH, KY 420027606
TRUSTEE1.5$0$0
TERESA R ECKSTEIN
P O BOX 7606, PADUCAH, KY 420027606
TRUSTEE1.5$0$0
JOHN P ECKSTEIN
P O BOX 7606, PADUCAH, KY 420027606
TRUSTEE1.5$0$0
JOSEPH P ECKSTEIN
P O BOX 7606, PADUCAH, KY 420027606
TRUSTEE1.5$0$0

Address and contacts

Address (IRS master file)
4965 VILLAGE SQUARE DR STE A, PADUCAH, KY 42001-8007
In care of
% QUARLES & BRADY LLP
Signed the 990-PF
CYNTHIA ERICKSON, TRUSTEE
Phone
(270) 534-8930
Return prepared by
BLYTHE CPAS PLLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-6786592
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
2005
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$457,357,889
Income (IRS master file)
$189,290,868

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$26,934,025$25,445,072$457,357,889XML
990-TDecember 2024–––IRS
990-PFDecember 2023$14,667,434$22,212,794$436,642,374XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 39-6786592).

Questions about RAY AND KAY ECKSTEIN CHARITABLE TRUST

What is the EIN of RAY AND KAY ECKSTEIN CHARITABLE TRUST?
The employer identification number (EIN) of RAY AND KAY ECKSTEIN CHARITABLE TRUST is 39-6786592.
Is RAY AND KAY ECKSTEIN CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to RAY AND KAY ECKSTEIN CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RAY AND KAY ECKSTEIN CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of RAY AND KAY ECKSTEIN CHARITABLE TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RAY AND KAY ECKSTEIN CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of RAY AND KAY ECKSTEIN CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 8 people; 3 received compensation from the organization, the highest $313,000 (LAURIE LATHAM, EXECUTIVE DIRECTOR).
How much revenue does RAY AND KAY ECKSTEIN CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $26,934,025, expenses of $25,445,072 and total assets of $457,357,889 at year end.

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