Nonprofit · EIN 81-4858429
OAK TREE CHARITABLE TRUST
Tax-exempt · GALLATIN, TN 37066
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $34,689 | $48,850 | -$14,161 | $582,896 | $0 | $582,896 |
| December 31, 2024 | 990-PF | $33,856 | $45,111 | -$11,255 | $597,057 | $0 | $597,057 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $6,879
- Net rental income
- $18,190
Expenses
- Grants and similar amounts paid
- $37,450
- Disbursements for charitable purposes
- $39,230
- Excise tax on investment income
- $348
Balance sheet and other
- Total assets, start of year
- $597,057
- Total assets, end of year
- $582,896
- Total liabilities, end of year
- $0
- Net assets, end of year
- $582,896
- Fair market value of assets
- $621,787
- Qualifying distributions
- $39,230
- Net investment income
- $34,689
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 |
|---|---|---|---|
| MICHELLE E HAYNES 335 W MAIN STREET STE M, GALLATIN, TN 37066 | CHAIR | 0 | $0 |
| SARAH E HAYNES-BRIN 335 W MAIN STREET STE M, GALLATIN, TN 37066 | TRUSTEE | 0 | $0 |
| KENNETH C HAYNES 335 W MAIN STREET STE M, GALALTIN, TN 37066 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE E HAYNES 335 W MAIN STREET STE M, GALLATIN, TN 37066 | CHAIR | 0 | $0 |
| SARAH E HAYNES-BRIN 335 W MAIN STREET STE M, GALLATIN, TN 37066 | TRUSTEE | 0 | $0 |
| KENNETH C HAYNES 335 W MAIN STREET STE M, GALALTIN, TN 37066 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 335 W MAIN STREET STE M, GALLATIN, TN 37066-3240
- In care of
- % SARAH E HAYNES
- Signed the 990-PF
- MICHELLE E HAYNES, CHAIR
- Phone
- (340) 643-2273
- Return prepared by
- JENNINGS & CLOUSE PLC
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
- 81-4858429
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $582,896
- Income (IRS master file)
- $34,689
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $34,689 | $48,850 | $582,896 | XML |
| 990-PF | December 2024 | $33,856 | $45,111 | $597,057 | XML |
| 990-PF | December 2023 | $232,672 | $40,267 | $609,372 | IRS |
| 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 81-4858429).
Questions about OAK TREE CHARITABLE TRUST
- What is the EIN of OAK TREE CHARITABLE TRUST?
- The employer identification number (EIN) of OAK TREE CHARITABLE TRUST is 81-4858429.
- Is OAK TREE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to OAK TREE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OAK TREE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OAK TREE CHARITABLE TRUST 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 OAK TREE CHARITABLE TRUST 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 OAK TREE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does OAK TREE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,689, expenses of $48,850 and total assets of $582,896 at year end.
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All nonprofits in GALLATIN · Tennessee · Philanthropy, voluntarism and grantmaking foundations