Nonprofit · EIN 86-1230417
JACK T WELLS CHARITABLE TRUST
Tax-exempt · OWENSBORO, KY 42302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $0 | $4,150 | -$4,150 | $30,850 | $0 | $30,850 |
| June 30, 2024 | 990-PF | $0 | $33,200 | -$33,200 | $35,000 | $0 | $35,000 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
Expenses
- Grants and similar amounts paid
- $2,900
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,150
Balance sheet and other
- Total assets, start of year
- $35,000
- Total assets, end of year
- $30,850
- Total liabilities, end of year
- $0
- Net assets, end of year
- $30,850
- Fair market value of assets
- $30,850
- Qualifying distributions
- $4,150
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EUGENE HARGIS PO BOX 263, RUSSELLVILLE, KY 42276 | TRUSTEE | 0.25 | $0 |
| MIKE SIMPSON 908 BROADWAY AVENUE, BOWLING GREEN, KY 42101 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EUGENE HARGIS PO BOX 263, RUSSELLVILLE, KY 42276 | TRUSTEE | 0.25 | $0 |
| MIKE SIMPSON 908 BROADWAY AVENUE, BOWLING GREEN, KY 42101 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1160, OWENSBORO, KY 42302-1160
- In care of
- % EUGENE HARGIS TRUSTEE
- Signed the 990-PF
- GENE HARGIS, TRUSTEE
- Phone
- (270) 726-4033
- Return prepared by
- EBELHAR WHITEHEAD PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-1230417
- 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
- 2021
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $30,850
- Income (IRS master file)
- $1
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $0 | $4,150 | $30,850 | XML |
| 990-PF | June 2024 | $0 | $33,200 | $35,000 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 86-1230417).
Questions about JACK T WELLS CHARITABLE TRUST
- What is the EIN of JACK T WELLS CHARITABLE TRUST?
- The employer identification number (EIN) of JACK T WELLS CHARITABLE TRUST is 86-1230417.
- Is JACK T WELLS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to JACK T WELLS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK T WELLS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK T WELLS CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACK T WELLS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JACK T WELLS CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JACK T WELLS CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $0, expenses of $4,150 and total assets of $30,850 at year end.
Other nonprofits in OWENSBORO
- UNITED WAY OF THE OHIO VALLEY INC EIN 61-0435444 · last filed 990 for 2025
- OWENSBORO MUSEUM OF FINE ART FOUNDATION INC EIN 61-1297343 · last filed 990 for 2025
- MICHAEL E HORN FAMILY FOUNDATION INC EIN 26-1375584 · last filed 990-PF for 2024
- PUBLIC LIFE FOUNDATION OF OWENSBORO INC EIN 61-6232654 · last filed 990-PF for 2025
- IMPACT 100-OWENSBORO INC EIN 20-3338126 · last filed 990 for 2024
- FRESH START FOR WOMEN EIN 81-4961663 · last filed 990 for 2024
- INDEPENDENCE FOUNDATION INCORPORATED EIN 26-1568393 · last filed 990-PF for 2025
- SOUTHERN STAR CARES INC EIN 85-3453801 · last filed 990-EZ for 2025
All nonprofits in OWENSBORO · Kentucky · Philanthropy, voluntarism and grantmaking foundations