Nonprofit · EIN 58-6437963
HODGSON CHAR TR 122094
Also known as HODGSON MORTON S III ET AL TTEE
Tax-exempt · ATLANTA, GA 30327
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $359,953 | $405,150 | -$45,197 | $4,067,144 | $0 | $4,067,144 |
| December 31, 2024 | 990-PF | $257,891 | $180,798 | $77,093 | $4,119,345 | $0 | $4,119,345 |
| December 31, 2023 | 990-PF | $225,014 | $201,896 | $23,118 | $4,042,252 | $0 | $4,042,252 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $59,544
- Interest
- $28,666
- Net gain from sales of assets
- $255,106
- Other income
- $16,637
Expenses
- Grants and similar amounts paid
- $340,988
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $340,988
- Excise tax on investment income
- $4,111
Balance sheet and other
- Total assets, start of year
- $4,119,345
- Total assets, end of year
- $4,067,144
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,067,144
- Fair market value of assets
- $4,246,118
- Qualifying distributions
- $340,988
- Net investment income
- $359,953
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lydia A Hodgson 5801 Lenlock Circle SE, Huntsville, AL 35802 | Trustee | 0 | $0 |
| Spalding Rooker-Ashley 2746 Erb Court, Walnut Creek, CA 94598 | Trustee | 0 | $0 |
| Stewart R Taylor 4505 Harpeth Hills Dr, Nashville, TN 37215 | Trustee | 0 | $0 |
| Julie M Wyrick 3072 Clarendale Drive NW, Atlanta, GA 30327 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Morton S Hodgson III 94 Oak Point, Highlands, NC 28741 | Trustee | 0 | $0 |
| Lydia A Hodgson 5801 Lenlock Circle SE, Huntsville, AL 35802 | Trustee | 0 | $0 |
| Spalding Rooker-Ashley 2746 Erb Court, Walnut Creek, CA 94598 | Trustee | 0 | $0 |
| Stewart R Taylor 4505 Harpeth Hills Dr, Nashville, TN 37215 | Trustee | 0 | $0 |
| Julie M Wyrick 3072 Clarendale Drive NW, Atlanta, GA 30327 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Morton S Hodgson III 94 Oak Point, Highlands, NC 28741 | Trustee | 0 | $0 |
| Lydia A Hodgson 5801 Lenlock Circle SE, Huntsville, AL 35802 | Trustee | 0 | $0 |
| Spalding Rooker-Ashley 2746 Erb Court, Walnut Creek, CA 94598 | Trustee | 0 | $0 |
| Stewart R Taylor 4505 Harpeth Hills Dr, Nashville, TN 37215 | Trustee | 0 | $0 |
| Julie M Wyrick 3072 Clarendale Drive NW, Atlanta, GA 30327 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3072 CLARENDALE DR NW, ATLANTA, GA 30327-1704
- In care of
- % JULIE M WYRICK
- Signed the 990-PF
- Spalding Rooker, Trustee
- Phone
- (404) 352-3182
- Return prepared by
- JAS Consulting 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6437963
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,067,144
- Income (IRS master file)
- $1,028,772
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $359,953 | $405,150 | $4,067,144 | XML |
| 990-PF | December 2024 | $257,891 | $180,798 | $4,119,345 | XML |
| 990-PF | December 2023 | $225,014 | $201,896 | $4,042,252 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 58-6437963).
Questions about HODGSON CHAR TR 122094
- What is the EIN of HODGSON CHAR TR 122094?
- The employer identification number (EIN) of HODGSON CHAR TR 122094 is 58-6437963.
- Is HODGSON CHAR TR 122094 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to HODGSON CHAR TR 122094 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HODGSON CHAR TR 122094 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HODGSON CHAR TR 122094 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 HODGSON CHAR TR 122094 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 HODGSON CHAR TR 122094?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HODGSON CHAR TR 122094 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $359,953, expenses of $405,150 and total assets of $4,067,144 at year end.
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