Nonprofit · EIN 61-6021777
DR W G MCCAULEY SCHOLARSHIPS
Tax-exempt · LEXINGTON, KY 40507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $198,147 | $157,255 | $40,892 | $1,621,628 | $0 | $1,621,628 |
| December 31, 2024 | 990-PF | $143,980 | $137,618 | $6,362 | $1,581,442 | $0 | $1,581,442 |
| December 31, 2023 | 990-PF | $35,106 | $133,776 | -$98,670 | $1,575,291 | $0 | $1,575,291 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $52,391
- Net gain from sales of assets
- $145,756
Expenses
- Grants and similar amounts paid
- $121,568
- Compensation of officers, directors and key employees
- $33,578
- Disbursements for charitable purposes
- $130,215
- Excise tax on investment income
- $2,389
Balance sheet and other
- Total assets, start of year
- $1,581,442
- Total assets, end of year
- $1,621,628
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,621,628
- Fair market value of assets
- $3,072,615
- Qualifying distributions
- $130,215
- Net investment income
- $197,802
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 |
|---|---|---|---|
| COMMUNITY TRUST AND INVESTMENT CO 100 EAST VINE STREET 5TH FL, LEXINGTON, KY 40507 | TRUSTEE | 10 | $33,578 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMUNITY TRUST AND INVESTMENT CO 100 EAST VINE STREET 5TH FL, LEXINGTON, KY 40507 | TRUSTEE | 10 | $31,526 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMUNITY TRUST AND INVESTMENT CO 100 EAST VINE STREET 5TH FL, LEXINGTON, KY 40507 | TRUSTEE | 10 | $28,082 |
Address and contacts
- Address (IRS master file)
- 100 E VINE ST STE 501, LEXINGTON, KY 40507-1441
- In care of
- % TRUST CO OF KENTUCKY
- Signed the 990-PF
- ROBERT STADELMAN, SENIOR VICE PRE
- Phone
- (606) 389-5300
- Return prepared by
- RELIANCE INTEGRATED SOLUTIONS 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
- 61-6021777
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,621,628
- Income (IRS master file)
- $689,973
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $198,147 | $157,255 | $1,621,628 | IRS |
| 990-PF | December 2024 | $143,980 | $137,618 | $1,581,442 | IRS |
| 990-PF | December 2023 | $35,106 | $133,776 | $1,575,291 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 61-6021777).
Questions about DR W G MCCAULEY SCHOLARSHIPS
- What is the EIN of DR W G MCCAULEY SCHOLARSHIPS?
- The employer identification number (EIN) of DR W G MCCAULEY SCHOLARSHIPS is 61-6021777.
- Is DR W G MCCAULEY SCHOLARSHIPS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to DR W G MCCAULEY SCHOLARSHIPS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DR W G MCCAULEY SCHOLARSHIPS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DR W G MCCAULEY SCHOLARSHIPS 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 DR W G MCCAULEY SCHOLARSHIPS 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 DR W G MCCAULEY SCHOLARSHIPS?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $33,578 (COMMUNITY TRUST AND INVESTMENT CO, TRUSTEE).
- How much revenue does DR W G MCCAULEY SCHOLARSHIPS have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $198,147, expenses of $157,255 and total assets of $1,621,628 at year end.
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