Nonprofit · EIN 61-6257375
MARGARET S COMSTOCK CHARITABLE TR 051399
Tax-exempt · LOUISVILLE, KY 40223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $248,672 | $71,885 | $176,787 | $965,972 | $0 | $965,972 |
| December 31, 2024 | 990-PF | $308,972 | $60,606 | $248,366 | $789,187 | $0 | $789,187 |
| December 31, 2023 | 990-PF | $79,997 | $59,581 | $20,416 | $540,819 | $0 | $540,819 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $25,348
- Net gain from sales of assets
- $223,324
Expenses
- Grants and similar amounts paid
- $52,399
- Compensation of officers, directors and key employees
- $11,196
- Disbursements for charitable purposes
- $53,769
- Excise tax on investment income
- $3,305
Balance sheet and other
- Total assets, start of year
- $789,187
- Total assets, end of year
- $965,972
- Total liabilities, end of year
- $0
- Net assets, end of year
- $965,972
- Fair market value of assets
- $1,267,854
- Qualifying distributions
- $53,769
- Net investment income
- $248,571
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 |
|---|---|---|---|
| FIRST BANKERS TRUST COMPANY 10503 TIMBERWOOD CIRCLE SUITE 120, LOUISVILLE, KY 40223 | TRUSTEE | 2 | $11,196 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANKERS TRUST COMPANY 10503 TIMBERWOOD CIRCLE SUITE 120, LOUISVILLE, KY 40223 | TRUSTEE | 2 | $10,390 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANKERS TRUST COMPANY 10503 TIMBERWOOD CIRCLE SUITE 120, LOUISVILLE, KY 40223 | TRUSTEE | 2 | $9,535 |
Address and contacts
- Address (IRS master file)
- 10503 TIMBERWOOD CIR STE 120, LOUISVILLE, KY 40223-5318
- In care of
- % US BANK
- Signed the 990-PF
- LAURA J THOMAS, TRUSTEE
- Phone
- (502) 587-1899
- Return prepared by
- DELOITTE TAX LLP
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
- 61-6257375
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A11)
- Assets (IRS master file)
- $965,972
- Income (IRS master file)
- $810,646
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $248,672 | $71,885 | $965,972 | IRS |
| 990-PF | December 2024 | $308,972 | $60,606 | $789,187 | IRS |
| 990-PF | December 2023 | $79,997 | $59,581 | $540,819 | 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 61-6257375).
Questions about MARGARET S COMSTOCK CHARITABLE TR 051399
- What is the EIN of MARGARET S COMSTOCK CHARITABLE TR 051399?
- The employer identification number (EIN) of MARGARET S COMSTOCK CHARITABLE TR 051399 is 61-6257375.
- Is MARGARET S COMSTOCK CHARITABLE TR 051399 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to MARGARET S COMSTOCK CHARITABLE TR 051399 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET S COMSTOCK CHARITABLE TR 051399 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET S COMSTOCK CHARITABLE TR 051399 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 MARGARET S COMSTOCK CHARITABLE TR 051399 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 MARGARET S COMSTOCK CHARITABLE TR 051399?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,196 (FIRST BANKERS TRUST COMPANY, TRUSTEE).
- How much revenue does MARGARET S COMSTOCK CHARITABLE TR 051399 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $248,672, expenses of $71,885 and total assets of $965,972 at year end.
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