Nonprofit · EIN 61-6282300
MARY ELIZABETH HERCHE CHARITABLE TR
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $138,184 | $86,614 | $51,570 | $739,952 | $0 | $739,952 |
| October 31, 2024 | 990-PF | $27,858 | $77,473 | -$49,615 | $688,382 | $0 | $688,382 |
| October 31, 2023 | 990-PF | $113,207 | $79,533 | $33,674 | $737,997 | $0 | $737,997 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $28,680
- Net gain from sales of assets
- $109,504
Expenses
- Grants and similar amounts paid
- $68,827
- Compensation of officers, directors and key employees
- $15,208
- Disbursements for charitable purposes
- $73,166
- Excise tax on investment income
- $1,734
Balance sheet and other
- Total assets, start of year
- $688,382
- Total assets, end of year
- $739,952
- Total liabilities, end of year
- $0
- Net assets, end of year
- $739,952
- Fair market value of assets
- $1,820,592
- Qualifying distributions
- $73,166
- Net investment income
- $138,184
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 402322760 | TRUSTEE | 0.5 | $15,208 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 402322760 | TRUSTEE | 0.5 | $13,644 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 402322760 | TRUSTEE | 0.5 | $12,649 |
Address and contacts
- Address (IRS master file)
- PO BOX 32760, LOUISVILLE, KY 40232-2760
- In care of
- % HILLARD LYONS TRUST COMPANY
- Signed the 990-PF
- BAIRD TRUST COMPANY, VICE PRESIDENT
- Phone
- (502) 588-8497
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 61-6282300
- 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
- 2003
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $739,952
- Income (IRS master file)
- $230,841
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $138,184 | $86,614 | $739,952 | XML |
| 990-PF | October 2024 | $27,858 | $77,473 | $688,382 | XML |
| 990-PF | October 2023 | $113,207 | $79,533 | $737,997 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | 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 61-6282300).
Questions about MARY ELIZABETH HERCHE CHARITABLE TR
- What is the EIN of MARY ELIZABETH HERCHE CHARITABLE TR?
- The employer identification number (EIN) of MARY ELIZABETH HERCHE CHARITABLE TR is 61-6282300.
- Is MARY ELIZABETH HERCHE CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to MARY ELIZABETH HERCHE CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY ELIZABETH HERCHE CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY ELIZABETH HERCHE CHARITABLE TR due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY ELIZABETH HERCHE CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of MARY ELIZABETH HERCHE CHARITABLE TR?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,208 (BAIRD TRUST COMPANY, TRUSTEE).
- How much revenue does MARY ELIZABETH HERCHE CHARITABLE TR have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $138,184, expenses of $86,614 and total assets of $739,952 at year end.
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