Nonprofit · EIN 87-4027437
JOSEPH D OBRIEN III MEMORIAL FOUNDATION
Tax-exempt · SHELBYVILLE, KY 40065
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $1,775,598 | $558,222 | $1,217,376 | $5,463,493 | $0 | $5,463,493 |
| November 30, 2024 | 990-PF | $4,414,675 | $491,068 | $3,923,607 | $4,240,938 | $0 | $4,240,938 |
| November 30, 2023 | 990-PF | $335,704 | $65,937 | $269,767 | $317,331 | $0 | $317,331 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $17,105
- Interest
- $6,447
- Net gain from sales of assets
- $1,752,046
Expenses
- Grants and similar amounts paid
- $538,250
- Disbursements for charitable purposes
- $538,250
- Excise tax on investment income
- $24,532
Balance sheet and other
- Total assets, start of year
- $4,240,938
- Total assets, end of year
- $5,463,493
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,463,493
- Fair market value of assets
- $8,315,839
- Qualifying distributions
- $538,250
- Net investment income
- $1,775,598
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH D OBRIEN JR 720 MT EDEN ROAD SUITE 200, SHELBYVILLE, KY 40065 | CHAIRMAN, PR | 1 | $0 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH D OBRIEN JR 720 MT EDEN ROAD SUITE 200, SHELBYVILLE, KY 40065 | CHAIRMAN, PR | 1 | $0 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH D OBRIEN JR 720 MT EDEN ROAD SUITE 200, SHELBYVILLE, KY 40065 | CHAIRMAN, PR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 720 MT EDEN ROAD SUITE 200, SHELBYVILLE, KY 40065-8820
- Signed the 990-PF
- JOSEPH D OBRIEN JR, CHAIRMAN, PRESIDENT
- Phone
- (502) 633-3300
- Return prepared by
- WOODWARD & ASSOCIATES INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-4027437
- 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
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,463,493
- Income (IRS master file)
- $2,360,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $1,775,598 | $558,222 | $5,463,493 | XML |
| 990-PF | November 2024 | $4,414,675 | $491,068 | $4,240,938 | XML |
| 990-PF | November 2023 | $335,704 | $65,937 | $317,331 | XML |
| 990-PF | November 2022 | – | – | – | 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 87-4027437).
Questions about JOSEPH D OBRIEN III MEMORIAL FOUNDATION
- What is the EIN of JOSEPH D OBRIEN III MEMORIAL FOUNDATION?
- The employer identification number (EIN) of JOSEPH D OBRIEN III MEMORIAL FOUNDATION is 87-4027437.
- Is JOSEPH D OBRIEN III MEMORIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to JOSEPH D OBRIEN III MEMORIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH D OBRIEN III MEMORIAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH D OBRIEN III MEMORIAL FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH D OBRIEN III MEMORIAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of JOSEPH D OBRIEN III MEMORIAL FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JOSEPH D OBRIEN III MEMORIAL FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $1,775,598, expenses of $558,222 and total assets of $5,463,493 at year end.
Other nonprofits in SHELBYVILLE
- SHELBY COUNTY PARKS AND RECREATION FOUNDATION INC EIN 38-3818270 · last filed 990-EZ for 2025
- MANUFACTURING CHARITABLE FOUNDATION INC EIN 81-0752341 · last filed 990-PF for 2024
- MIKE MEINZE CHARITABLE FOUNDATION INC EIN 61-1359069 · last filed 990-PF for 2024
- BOBZIEN-O BRIEN FOUNDATION EIN 26-6199220 · last filed 990-PF for 2024
- SHELBYVILLE ROTARY CLUB FOUNDATION INC EIN 61-1377244 · last filed 990-N for 2025
- KEATON MCMURRAY MEMORIAL FOUNDATION INC EIN 47-3869325 · last filed 990-N for 2025
- SHELBY ENERGY COOPERATIVE INC EIN 61-0337665 · last filed 990 for 2024
- MULTI-PURPOSE COMMUNITY ACTION AGENCY INC EIN 61-0867061 · last filed 990 for 2025
All nonprofits in SHELBYVILLE · Kentucky · Philanthropy, voluntarism and grantmaking foundations