Nonprofit · EIN 91-2085256
AGNES MASONIS CHARITABLE REMAINDER TRUST
Also known as MASONIS AGNES TTEE
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $399,133 | $96,892 | $302,241 | $1,107,080 | $0 | $1,107,080 |
| December 31, 2024 | 990-PF | $98,069 | $87,869 | $10,200 | $804,839 | $0 | $804,839 |
| December 31, 2023 | 990-PF | $82,624 | $80,971 | $1,653 | $794,639 | $0 | $794,639 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $25,676
- Interest
- $10,859
- Net gain from sales of assets
- $362,598
Expenses
- Grants and similar amounts paid
- $70,199
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $76,872
- Excise tax on investment income
- $5,270
Balance sheet and other
- Total assets, start of year
- $804,839
- Total assets, end of year
- $1,107,080
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,107,080
- Fair market value of assets
- $1,855,025
- Qualifying distributions
- $76,872
- Net investment income
- $399,133
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 500 WEST JEFFERSON STREET SUITE, 2600, LOUISVILLE, KY 40202 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY 500 WEST JEFFERSON STREET SUITE, 2600, LOUISVILLE, KY 40202 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY 500 WEST JEFFERSON STREET SUITE, 2600, LOUISVILLE, KY 40202 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 32760, LOUISVILLE, KY 40232-2760
- In care of
- % HILLIARD LYONS ASSET MANAGEMENT
- Signed the 990-PF
- BAIRD TRUST COMPANY, TRUSTEE
- Phone
- (502) 588-8623
- Return prepared by
- BLUE & CO 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
- 91-2085256
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,107,080
- Income (IRS master file)
- $647,967
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $399,133 | $96,892 | $1,107,080 | IRS |
| 990-PF | December 2024 | $98,069 | $87,869 | $804,839 | IRS |
| 990-PF | December 2023 | $82,624 | $80,971 | $794,639 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 91-2085256).
Questions about AGNES MASONIS CHARITABLE REMAINDER TRUST
- What is the EIN of AGNES MASONIS CHARITABLE REMAINDER TRUST?
- The employer identification number (EIN) of AGNES MASONIS CHARITABLE REMAINDER TRUST is 91-2085256.
- Is AGNES MASONIS CHARITABLE REMAINDER TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to AGNES MASONIS CHARITABLE REMAINDER TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AGNES MASONIS CHARITABLE REMAINDER TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AGNES MASONIS CHARITABLE REMAINDER TRUST 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 AGNES MASONIS CHARITABLE REMAINDER TRUST 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 AGNES MASONIS CHARITABLE REMAINDER TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does AGNES MASONIS CHARITABLE REMAINDER TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $399,133, expenses of $96,892 and total assets of $1,107,080 at year end.
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