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Nonprofit · EIN 82-2032054

PATRICIA & LOUIS TODD FAMILY FOUNDATION TRUST

Tax-exempt · NASHVILLE, TN 37205

Financials

$354K$585K2023$456K$910K2024
Revenue Expenses · by fiscal year end
Financials of PATRICIA & LOUIS TODD FAMILY FOUNDATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$455,536$909,713-$454,177$4,135,413$0$4,135,413
September 30, 2024990-PF$353,913$585,281-$231,368$4,589,590$0$4,589,590
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$129,335
Interest
$6,908
Net gain from sales of assets
$315,349
Other income
$3,944

Expenses

Grants and similar amounts paid
$777,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$777,000
Excise tax on investment income
$5,416

Balance sheet and other

Total assets, start of year
$4,589,590
Total assets, end of year
$4,135,413
Total liabilities, end of year
$0
Net assets, end of year
$4,135,413
Fair market value of assets
$7,360,989
Qualifying distributions
$777,000
Net investment income
$455,536

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.

NameTitleHours / weekCompensation
PATRICIA T KELLY
439 WASHINGTON AVE, BROOKLYN, NY 11238
TRUSTEE0$0
LOUIS B TODD III
2701 NORTHBROOK RD, DORAVILLE, GA 30340
TRUSTEE0$0
JAMES H TODD
206 ROLLING FORK CT, NASHVILLE, TN 37205
TRUSTEE0$0
990-PF for the year ended September 30, 2024: 3 people
NameTitleHours / weekCompensation
PATRICIA T KELLY
439 WASHINGTON AVE, BROOKLYN, NY 11238
TRUSTEE0$0
LOUIS B TODD III
2701 NORTHBROOK RD, DORAVILLE, GA 30340
TRUSTEE0$0
JAMES H TODD
206 ROLLING FORK CT, NASHVILLE, TN 37205
TRUSTEE0$0

Address and contacts

Address (IRS master file)
206 ROLLING FORK CT, NASHVILLE, TN 37205-3912
In care of
% JAMES TODD
Signed the 990-PF
JAMES TODD, TRUSTEE
Phone
(615) 293-1516
Return prepared by
MICHAEL F SCARLETT CPA 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
82-2032054
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
2018
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$4,135,413
Income (IRS master file)
$1,313,261

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$455,536$909,713$4,135,413XML
990-PFSeptember 2024$353,913$585,281$4,589,590XML
990-PFSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 82-2032054).

Questions about PATRICIA & LOUIS TODD FAMILY FOUNDATION TRUST

What is the EIN of PATRICIA & LOUIS TODD FAMILY FOUNDATION TRUST?
The employer identification number (EIN) of PATRICIA & LOUIS TODD FAMILY FOUNDATION TRUST is 82-2032054.
Is PATRICIA & LOUIS TODD FAMILY FOUNDATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to PATRICIA & LOUIS TODD FAMILY FOUNDATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PATRICIA & LOUIS TODD FAMILY FOUNDATION TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of PATRICIA & LOUIS TODD FAMILY FOUNDATION TRUST 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 PATRICIA & LOUIS TODD FAMILY FOUNDATION TRUST 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 PATRICIA & LOUIS TODD FAMILY FOUNDATION TRUST?
The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does PATRICIA & LOUIS TODD FAMILY FOUNDATION TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $455,536, expenses of $909,713 and total assets of $4,135,413 at year end.

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