Nonprofit · EIN 86-6742586
RUTH T FREY CHARITABLE TUA
Also known as HILLIARD LYONS TRUST COMPANY LLC TT
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $223,666 | $227,657 | -$3,991 | $3,296,003 | $0 | $3,296,003 |
| December 31, 2024 | 990-PF | $170,293 | $199,314 | -$29,021 | $3,297,986 | $0 | $3,297,986 |
| December 31, 2023 | 990-PF | $17,303 | $183,025 | -$165,722 | $3,322,753 | $0 | $3,322,753 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $101,254
- Net gain from sales of assets
- $122,412
Expenses
- Grants and similar amounts paid
- $190,015
- Compensation of officers, directors and key employees
- $32,103
- Disbursements for charitable purposes
- $198,291
- Excise tax on investment income
- $2,747
Balance sheet and other
- Total assets, start of year
- $3,297,986
- Total assets, end of year
- $3,296,003
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,296,003
- Fair market value of assets
- $4,714,479
- Qualifying distributions
- $198,291
- Net investment income
- $223,666
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 |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 40232 | TRUSTEE | 2 | $32,103 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 40232 | TRUSTEE | 2 | $29,409 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUISVILLE, KY 40232 | TRUSTEE | 2 | $25,151 |
Address and contacts
- Address (IRS master file)
- PO BOX 32760, LOUISVILLE, KY 40232-2760
- In care of
- % HILLIARD LYONS TRUST CO LLC TTEE
- Signed the 990-PF
- MARK K NICKEL, TRUSTEE
- Phone
- (502) 588-9133
- Return prepared by
- RELIANCE INTEGRATED SOLUTIONS 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 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
- 86-6742586
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,296,003
- Income (IRS master file)
- $549,248
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $223,666 | $227,657 | $3,296,003 | IRS |
| 990-PF | December 2024 | $170,293 | $199,314 | $3,297,986 | IRS |
| 990-PF | December 2023 | $17,303 | $183,025 | $3,322,753 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 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 86-6742586).
Questions about RUTH T FREY CHARITABLE TUA
- What is the EIN of RUTH T FREY CHARITABLE TUA?
- The employer identification number (EIN) of RUTH T FREY CHARITABLE TUA is 86-6742586.
- Is RUTH T FREY CHARITABLE TUA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to RUTH T FREY CHARITABLE TUA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUTH T FREY CHARITABLE TUA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUTH T FREY CHARITABLE TUA 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 RUTH T FREY CHARITABLE TUA 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 RUTH T FREY CHARITABLE TUA?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $32,103 (BAIRD TRUST COMPANY, TRUSTEE).
- How much revenue does RUTH T FREY CHARITABLE TUA have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $223,666, expenses of $227,657 and total assets of $3,296,003 at year end.
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