Skip to main content

Nonprofit · EIN 46-4550119

LARRY & FRANKIE HAGER TRUST 2

Tax-exempt · OWENSBORO, KY 42302

Financials

$91K$670K2023$826$44K2024$93K$40K2025
Revenue Expenses · by fiscal year end
Financials of LARRY & FRANKIE HAGER TRUST 2 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$92,828$40,361$52,467$629,709$0$629,709
December 31, 2024990-PF$826$43,926-$43,100$577,242$0$577,242
December 31, 2023990-PF$90,891$669,926-$579,035$620,342$0$620,342
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,922
Interest
$3,539
Net gain from sales of assets
$76,152
Other income
$215

Expenses

Grants and similar amounts paid
$28,500
Compensation of officers, directors and key employees
$9,342
Disbursements for charitable purposes
$34,259
Excise tax on investment income
$1,210

Balance sheet and other

Total assets, start of year
$577,242
Total assets, end of year
$629,709
Total liabilities, end of year
$0
Net assets, end of year
$629,709
Fair market value of assets
$874,661
Qualifying distributions
$34,259
Net investment income
$92,828

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
INDEPENDENCE BANK
PO BOX 948, OWENSBORO, KY 423020948
TRUSTEE3$9,342
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
INDEPENDENCE BANK
PO BOX 948, OWENSBORO, KY 423020948
TRUSTEE3$8,799
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
PNC BANK NA
PO BOX 609, PITTSBURGH, PA 152309738
TRUSTEE - THROUGH 7/31/20233$6,443
INDEPENDENCE BANK
PO BOX 948, OWENSBORO, KY 423020948
TRUSTEE3$5,237

Address and contacts

Address (IRS master file)
PO BOX 948, OWENSBORO, KY 42302-0948
Signed the 990-PF
RUBEN HAYDEN, ADMINISTRATIVE OFFICER
Phone
(270) 689-9861
Return prepared by
RINEY HANCOCK CPAS 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 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
46-4550119
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$629,709
Income (IRS master file)
$154,558

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$92,828$40,361$629,709XML
990-PFDecember 2024$826$43,926$577,242XML
990-PFDecember 2023$90,891$669,926$620,342XML
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 46-4550119).

Questions about LARRY & FRANKIE HAGER TRUST 2

What is the EIN of LARRY & FRANKIE HAGER TRUST 2?
The employer identification number (EIN) of LARRY & FRANKIE HAGER TRUST 2 is 46-4550119.
Is LARRY & FRANKIE HAGER TRUST 2 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to LARRY & FRANKIE HAGER TRUST 2 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LARRY & FRANKIE HAGER TRUST 2 file?
Form 990-PF. Private foundations file every year.
When is the next return of LARRY & FRANKIE HAGER TRUST 2 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 LARRY & FRANKIE HAGER TRUST 2 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 LARRY & FRANKIE HAGER TRUST 2?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,342 (INDEPENDENCE BANK, TRUSTEE).
How much revenue does LARRY & FRANKIE HAGER TRUST 2 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $92,828, expenses of $40,361 and total assets of $629,709 at year end.

Other nonprofits in OWENSBORO

All nonprofits in OWENSBORO · Kentucky · Philanthropy, voluntarism and grantmaking foundations