Nonprofit · EIN 62-1327869
HISTORIC MIDDLEBROOK PRESERVATION TRUST INC
Tax-exempt · KNOXVILLE, TN 37921
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $41,886 | $39,866 | $2,020 | $1,607,306 | $0 | $1,607,306 |
| September 30, 2024 | 990-PF | $32,905 | $33,657 | -$752 | $1,605,286 | $0 | $1,605,286 |
| September 30, 2023 | 990-PF | $64,714 | $53,818 | $10,896 | $1,606,015 | $0 | $1,606,015 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $37,383
- Interest
- $4,503
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $37,078
- Excise tax on investment income
- $24
Balance sheet and other
- Total assets, start of year
- $1,605,286
- Total assets, end of year
- $1,607,306
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,607,306
- Fair market value of assets
- $2,622,756
- Qualifying distributions
- $37,078
- Net investment income
- $4,503
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD T FOX 4001 MIDDLEBROOK PIKE, KNOXVILLE, TN 37921 | PRESIDENT | 0 | $0 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD T FOX 4001 MIDDLEBROOK PIKE, KNOXIVLLE, TN 37921 | PRESIDENT | 0 | $0 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD T FOX RICHARD T FOX 4001 MIDDLEBROOK PIKE, KNOXIVLLE, TN 37921 | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4001 MIDDLEBROOK PIKE, KNOXVILLE, TN 37921-5523
- Signed the 990-PF
- RICHARD T FOX, PRESIDENT
- Phone
- (865) 588-3029
- Return prepared by
- HINES & COMPANY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 62-1327869
- 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
- 1988
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,607,306
- Income (IRS master file)
- $41,886
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $41,886 | $39,866 | $1,607,306 | XML |
| 990-PF | September 2024 | $32,905 | $33,657 | $1,605,286 | XML |
| 990-PF | September 2023 | $64,714 | $53,818 | $1,606,015 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 62-1327869).
Questions about HISTORIC MIDDLEBROOK PRESERVATION TRUST INC
- What is the EIN of HISTORIC MIDDLEBROOK PRESERVATION TRUST INC?
- The employer identification number (EIN) of HISTORIC MIDDLEBROOK PRESERVATION TRUST INC is 62-1327869.
- Is HISTORIC MIDDLEBROOK PRESERVATION TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to HISTORIC MIDDLEBROOK PRESERVATION TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HISTORIC MIDDLEBROOK PRESERVATION TRUST INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HISTORIC MIDDLEBROOK PRESERVATION TRUST INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORIC MIDDLEBROOK PRESERVATION TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of HISTORIC MIDDLEBROOK PRESERVATION TRUST INC?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does HISTORIC MIDDLEBROOK PRESERVATION TRUST INC have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $41,886, expenses of $39,866 and total assets of $1,607,306 at year end.
Other nonprofits in KNOXVILLE
- UNIVERSITY HEALTH SYSTEM INC EIN 31-1626179 · last filed 990 for 2024
- PARKWEST MEDICAL CENTER EIN 58-1897274 · last filed 990 for 2024
- FORT SANDERS REGIONAL MEDICAL CENTER EIN 62-0528340 · last filed 990 for 2024
- EAST TENNESSEE CHILDRENS HOSPITAL ASSOCIATION INC EIN 62-6002604 · last filed 990 for 2025
- THE UNIVERSITY OF TENNESSEE FOUNDAT ION INC EIN 62-1844686 · last filed 990 for 2025
- KNOXVILLE TVA EMPLOYEES CREDIT UNIO EIN 62-0263105 · last filed 990 for 2025
- COVENANT HEALTH EIN 62-1646734 · last filed 990 for 2024
- METHODIST MEDICAL CENTER EIN 62-0636239 · last filed 990 for 2024