Nonprofit · EIN 99-6814920
WILLIAM O ALDEN JR CHARITABLE TR
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 | $18,696,370 | $1,511,765 | $17,184,605 | $17,977,002 | $0 | $17,977,002 |
| December 31, 2024 | 990-PF | $806,122 | $772 | $805,350 | $805,350 | $0 | $805,350 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $18,069,818
- Dividends
- $181,215
- Net gain from sales of assets
- $445,337
Expenses
- Grants and similar amounts paid
- $1,500,000
- Compensation of officers, directors and key employees
- $3,414
- Disbursements for charitable purposes
- $1,501,104
- Excise tax on investment income
- $8,568
Balance sheet and other
- Total assets, start of year
- $805,350
- Total assets, end of year
- $17,977,002
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,977,002
- Fair market value of assets
- $21,140,144
- Qualifying distributions
- $1,501,104
- Net investment income
- $626,552
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, LOUSIVILLE, KY 402322760 | TRUSTEE | 1 | $3,414 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAIRD TRUST COMPANY PO BOX 32760, LOUSIVILLE, KY 402322760 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 32760, LOUISVILLE, KY 40232-2760
- 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 | Check at the IRS |
IRS record
- EIN
- 99-6814920
- 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
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $17,977,002
- Income (IRS master file)
- $19,582,953
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $18,696,370 | $1,511,765 | $17,977,002 | IRS |
| 990-PF | December 2024 | $806,122 | $772 | $805,350 | 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 99-6814920).
Questions about WILLIAM O ALDEN JR CHARITABLE TR
- What is the EIN of WILLIAM O ALDEN JR CHARITABLE TR?
- The employer identification number (EIN) of WILLIAM O ALDEN JR CHARITABLE TR is 99-6814920.
- Is WILLIAM O ALDEN JR CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to WILLIAM O ALDEN JR CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM O ALDEN JR CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM O ALDEN JR CHARITABLE TR 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 WILLIAM O ALDEN JR CHARITABLE TR 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 WILLIAM O ALDEN JR CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,414 (BAIRD TRUST COMPANY, TRUSTEE).
- How much revenue does WILLIAM O ALDEN JR CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $18,696,370, expenses of $1,511,765 and total assets of $17,977,002 at year end.
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