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Nonprofit · EIN 61-6228563

MARY HOPE HENRY TR

Also known as GREENE FRED G TTEE

Tax-exempt · RUSSELLVILLE, KY 42276

Financials

$18K$22K2023$31K$16K2024$43K$15K2025
Revenue Expenses · by fiscal year end
Financials of MARY HOPE HENRY TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$43,069$15,000$28,069$386,003$0$386,003
March 31, 2025990-PF$31,039$15,947$15,092$357,934$0$357,934
March 31, 2024990-PF$18,195$21,873-$3,678$342,842$0$342,842
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$43,079
Net gain from sales of assets
-$10

Expenses

Grants and similar amounts paid
$15,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$15,000
Excise tax on investment income
$555

Balance sheet and other

Total assets, start of year
$357,934
Total assets, end of year
$386,003
Total liabilities, end of year
$0
Net assets, end of year
$386,003
Fair market value of assets
$555,623
Qualifying distributions
$15,000
Net investment income
$39,893

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
KYLE ESTES
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
SUPERINTENDENT0.2$0
JAMES MILAM
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
APRIL TRIPLETT
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
SHAWNRI GAMBLE
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
LOVIS PATTERSON
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
PHILLIP WEST
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
990-PF for the year ended March 31, 2025: 6 people
NameTitleHours / weekCompensation
KYLE ESTES
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
SUPERINTENDENT0.2$0
JAMES MILAM
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
APRIL TRIPLETT
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
SHAWNRI GAMBLE
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
LOVIS PATTERSON
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
PHILLIP WEST
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
990-PF for the year ended March 31, 2024: 6 people
NameTitleHours / weekCompensation
LARRY JOE BEGLEY
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
SUPERINTENDENT0.2$0
JAMES MILAM
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
APRIL TRIPLETT
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
DAVONNA PAGE
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
LOVIS PATTERSON
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0
PHILLIP WEST
355 SOUTH SUMMER STREET, RUSSELLVILLE, KY 42276
BOARD MEMBER0.2$0

Address and contacts

Address (IRS master file)
355 S SUMMER ST, RUSSELLVILLE, KY 42276-2055
In care of
% RUSSELL INDEPENDENT BOE
Signed the 990-PF
MACY EPLEY, FINANCE OFFICER
Phone
(270) 726-8405
Return prepared by
CRI ADVISORS 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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
61-6228563
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
1998
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$386,003
Income (IRS master file)
$49,079

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$43,069$15,000$386,003XML
990-PFMarch 2025$31,039$15,947$357,934XML
990-PFMarch 2024$18,195$21,873$342,842XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 2019–––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 61-6228563).

Questions about MARY HOPE HENRY TR

What is the EIN of MARY HOPE HENRY TR?
The employer identification number (EIN) of MARY HOPE HENRY TR is 61-6228563.
Is MARY HOPE HENRY TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to MARY HOPE HENRY TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY HOPE HENRY TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY HOPE HENRY TR due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARY HOPE HENRY TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of MARY HOPE HENRY TR?
The 990-PF for the year ended March 31, 2026 lists 6 people; 0 received compensation from the organization.
How much revenue does MARY HOPE HENRY TR have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $43,069, expenses of $15,000 and total assets of $386,003 at year end.

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