Nonprofit · EIN 92-6415638
ELIZABETH KATZMAN IRR CHARITABLE TUA
Also known as BAIRD TRUST COMPANY TTEE
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $206,427 | $260,995 | -$54,568 | $3,644,605 | $0 | $3,644,605 |
| December 31, 2024 | 990-PF | $2,792,896 | $94,110 | $2,698,786 | $3,699,030 | $0 | $3,699,030 |
| December 31, 2023 | 990-PF | $1,063,097 | $62,741 | $1,000,356 | $1,000,349 | $0 | $1,000,349 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $112,773
- Net gain from sales of assets
- $93,644
- Other income
- $10
Expenses
- Grants and similar amounts paid
- $212,615
- Compensation of officers, directors and key employees
- $42,322
- Disbursements for charitable purposes
- $223,446
- Excise tax on investment income
- $2,389
Balance sheet and other
- Total assets, start of year
- $3,699,030
- Total assets, end of year
- $3,644,605
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,644,605
- Fair market value of assets
- $4,901,464
- Qualifying distributions
- $223,446
- Net investment income
- $206,417
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 402322760 | TRUSTEE | 1 | $42,322 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO Box 32760, Louisville, KY 402322760 | TRUSTEE | 1 | $38,578 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO Box 32760, Louisville, KY 402322760 | TRUSTEE | 1 | $11,577 |
Address and contacts
- Address (IRS master file)
- PO BOX 32760, LOUISVILLE, KY 40232-2760
- In care of
- % BAIRD TRUST COMPANY TTEE
- Signed the 990-PF
- MARK K NICKEL, TRUSTEE
- Phone
- (502) 588-8497
- 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
- 92-6415638
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,644,605
- Income (IRS master file)
- $531,584
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $206,427 | $260,995 | $3,644,605 | IRS |
| 990-PF | December 2024 | $2,792,896 | $94,110 | $3,699,030 | IRS |
| 990-PF | December 2023 | $1,063,097 | $62,741 | $1,000,349 | XML |
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 92-6415638).
Questions about ELIZABETH KATZMAN IRR CHARITABLE TUA
- What is the EIN of ELIZABETH KATZMAN IRR CHARITABLE TUA?
- The employer identification number (EIN) of ELIZABETH KATZMAN IRR CHARITABLE TUA is 92-6415638.
- Is ELIZABETH KATZMAN IRR CHARITABLE TUA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to ELIZABETH KATZMAN IRR CHARITABLE TUA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELIZABETH KATZMAN IRR CHARITABLE TUA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELIZABETH KATZMAN IRR 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 ELIZABETH KATZMAN IRR 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 ELIZABETH KATZMAN IRR CHARITABLE TUA?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $42,322 (BAIRD TRUST COMPANY, TRUSTEE).
- How much revenue does ELIZABETH KATZMAN IRR CHARITABLE TUA have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $206,427, expenses of $260,995 and total assets of $3,644,605 at year end.
Other nonprofits in LOUISVILLE
- THE COMMUNITY FOUNDATION OF LOUISVILLE INC EIN 31-0997017 · last filed 990 for 2025
- SMITH BROTHERS FAMILY FOUNDATION INC EIN 84-3726366 · last filed 990-PF for 2024
- UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION EIN 47-2373203 · last filed 990 for 2025
- THE COMMUNITY FOUNDATIO OF LOUISVILLE DEPOSITORY INC EIN 31-1140889 · last filed 990 for 2025
- WILLIAM O ALDEN JR CHARITABLE TR EIN 99-6814920 · last filed 990-PF for 2025
- METRO UNITED WAY INC EIN 61-0444680 · last filed 990 for 2025
- JEWISH COMMUNITY OF LOUISVILLE INC EIN 61-0444765 · last filed 990 for 2025
- INDIGO FOUNDATION INC EIN 81-4600741 · last filed 990-PF for 2024
All nonprofits in LOUISVILLE · Kentucky · Philanthropy, voluntarism and grantmaking foundations