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Nonprofit · EIN 83-1162480

JULIAN-CARVER FAMILY FOUNDATION INC

Tax-exempt · VERSAILLES, KY 40383

Financials

$84K$26K2023$60K$29K2024$50K$4K2025
Revenue Expenses · by fiscal year end
Financials of JULIAN-CARVER FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$50,423$3,624$46,799$294,021$0$294,021
December 31, 2024990-PF$59,985$29,050$30,935$247,322$0$247,322
December 31, 2023990-PF$84,463$25,997$58,466$216,387$0$216,387
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$40,000
Dividends
$3,004
Interest
$7,419

Expenses

Grants and similar amounts paid
$0
Excise tax on investment income
$145

Balance sheet and other

Total assets, start of year
$247,322
Total assets, end of year
$294,021
Total liabilities, end of year
$0
Net assets, end of year
$294,021
Fair market value of assets
$294,021
Net investment income
$10,423

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.

NameTitleHours / weekCompensation
AUGUSTA JULIAN
1035 WIL ROSE LANE, VERSAILLES, KY 40383
President5$0
CRAIG CARVER
1035 WIL ROSE LANE, VERSAILLES, KY 40383
Treasurer0$0
990-PF for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
AUGUSTA A JULIAN
1035 WILL ROSE LN, VERSAILLES, KY 403838817
PRESIDENT5$0
CRAIG M CARVER
1035 WIL ROSE LN, VERSAILLES, KY 403838817
TREASURER0$0
KATIE DAILEY
3776 CAPTAIN DR, CHAMBLEE, GA 30341
SECRETARY0$0
GREGORY L JENKINS
4607 MOORES CREEK RD, DURHAM, NC 27705
DIRECTOR0$0
WANDA BERTRAM
735 W HIGH STREET, LEXINGTON, KY 40508
DIRECTOR0$0
LORI CARVER
16600 BLENHEIM WAY, MINNETONKA, MN 55345
DIRECTOR0$0
JEREMY CARVER
16600 BLENHEIM WAY, MINNETONKA, MN 55345
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Augusta A Julian
1035 Will Rose Ln, Versailles, KY 403838817
President5$0
Craig M Carver
1035 Wil Rose Ln, Versailles, KY 403838817
Treasurer0$0
JoEllen Reed
602 South Maple St, Winchester, KY 40391
Secretary0$0
Katie Dailey
3776 Captain Dr, Chamblee, GA 30341
Director0$0
Gregory L Jenkins
4607 Moores Creek Rd, Durham, NC 27705
Director0$0

Address and contacts

Address (IRS master file)
1035 WIL ROSE LN, VERSAILLES, KY 40383-8817
In care of
% AUGUSTA JULIAN
Signed the 990-PF
AUGUSTA JULIAN, President
Phone
(859) 475-3395
Return prepared by
DEANNA RAMSEY CPA LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
83-1162480
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
December
Files
Form 990-PF
Assets (IRS master file)
$294,021
Income (IRS master file)
$50,423

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$50,423$3,624$294,021XML
990-PFDecember 2024$59,985$29,050$247,322IRS
990-PFDecember 2023$84,463$25,997$216,387XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 83-1162480).

Questions about JULIAN-CARVER FAMILY FOUNDATION INC

What is the EIN of JULIAN-CARVER FAMILY FOUNDATION INC?
The employer identification number (EIN) of JULIAN-CARVER FAMILY FOUNDATION INC is 83-1162480.
Is JULIAN-CARVER FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to JULIAN-CARVER FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JULIAN-CARVER FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JULIAN-CARVER FAMILY FOUNDATION INC 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 JULIAN-CARVER FAMILY FOUNDATION INC 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 JULIAN-CARVER FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does JULIAN-CARVER FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $50,423, expenses of $3,624 and total assets of $294,021 at year end.

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