Nonprofit · EIN 61-6129304
PATRICK CALHOUN JR CHARITABLE T TRUST
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $54,120 | $120,764 | -$66,644 | $1,308,273 | $0 | $1,308,273 |
| December 31, 2023 | 990-PF | $51,125 | $97,049 | -$45,924 | $1,374,988 | $0 | $1,374,988 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $47,617
- Net gain from sales of assets
- $6,503
Expenses
- Grants and similar amounts paid
- $100,000
- Compensation of officers, directors and key employees
- $18,345
- Disbursements for charitable purposes
- $105,086
- Excise tax on investment income
- $541
Balance sheet and other
- Total assets, start of year
- $1,374,988
- Total assets, end of year
- $1,308,273
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,308,273
- Fair market value of assets
- $1,650,451
- Qualifying distributions
- $105,086
- Net investment income
- $54,120
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 40232 | TRUSTEE | 2 | $15,345 |
| KATHY FOSTER 173 ARROWHEAD ROAD, LOUISVILLE, KY 40207 | ADVISOR | 1 | $1,000 |
| E RIDINGS F WYATT 946 DEAN DR NW, ATLANTA, GA 303181618 | ADVISOR | 1 | $1,000 |
| L DORSEY FOSTER SWINDALL 513 TIFFANY LN, LOUISVILLE, KY 402075020 | ADVISOR | 1 | $1,000 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 40232 | TRUSTEE | 2 | $14,405 |
| KATHY FOSTER 173 ARROWHEAD ROAD, LOUISVILLE, KY 40207 | ADVISOR | 1 | $1,000 |
| E RIDINGS F WYATT 946 DEAN DR NW, ATLANTA, GA 303181618 | ADVISOR | 1 | $1,000 |
| L DORSEY FOSTER SWINDALL 513 TIFFANY LN, LOUISVILLE, KY 402075020 | ADVISOR | 1 | $1,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 32760, LOUISVILLE, KY 40232-2760
- In care of
- % US BANK NA
- Signed the 990-PF
- MARK K NICKEL, TRUSTEE
- Phone
- (502) 588-9133
- 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 | Not 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
- 61-6129304
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,308,273
- Income (IRS master file)
- $138,983
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $54,120 | $120,764 | $1,308,273 | IRS |
| 990-PF | December 2023 | $51,125 | $97,049 | $1,374,988 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 61-6129304).
Questions about PATRICK CALHOUN JR CHARITABLE T TRUST
- What is the EIN of PATRICK CALHOUN JR CHARITABLE T TRUST?
- The employer identification number (EIN) of PATRICK CALHOUN JR CHARITABLE T TRUST is 61-6129304.
- Is PATRICK CALHOUN JR CHARITABLE T TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does PATRICK CALHOUN JR CHARITABLE T TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PATRICK CALHOUN JR CHARITABLE T 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 PATRICK CALHOUN JR CHARITABLE T 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 PATRICK CALHOUN JR CHARITABLE T TRUST?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $15,345 (BAIRD TRUST COMPANY, TRUSTEE).
- How much revenue does PATRICK CALHOUN JR CHARITABLE T TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $54,120, expenses of $120,764 and total assets of $1,308,273 at year end.
Other nonprofits in LOUISVILLE
- BAPTIST HEALTHCARE SYSTEM INC EIN 61-0444707 · last filed 990 for 2025
- NORTON HOSPITALS INC EIN 61-0703799 · last filed 990 for 2024
- UOFL HEALTH-LOUISVILLE INC EIN 84-3178470 · last filed 990 for 2025
- UNIVERSITY MEDICAL CENTER INC EIN 61-1293786 · last filed 990 for 2025
- COMMUNITY MEDICAL ASSOCIATES INC EIN 61-1276316 · last filed 990 for 2024
- BAPTIST HEALTH MEDICAL GROUP INC EIN 20-5497203 · last filed 990 for 2025
- NORTON HEALTHCARE INC EIN 61-1028725 · last filed 990 for 2024
- UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC EIN 61-1029626 · last filed 990 for 2025