Irvin F And Alice S Etscorn Charitable Foundation

Louisville, KY
Tax-exempt since Oct. 1997
EIN: 61-1314419

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.43M (2024)

Expenses

$1.45M (2024)

Total Assets

$13M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$1,432,358

Expenses

$1,450,291

Net Income

-$17,933

Net Assets

$12,997,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,585	0.3%
Interest Revenue	$103,585	7.2%
Dividends	$344,301	24.0%
Sales of Assets	$979,887	68.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,402,447	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,997,172
Total Liabilities	$0
Net Assets	$12,997,172

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$0	$0
Mc Ferran Barr (Advisory Com)	$0	$0
James E Wright Jr (Advisory Com)	$0	$0

990-PF

Filed on Oct. 11, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$1,083,951

Expenses

$1,248,937

Net Income

-$164,986

Net Assets

$13,015,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,644	0.5%
Interest Revenue	$79,538	7.3%
Dividends	$330,981	30.5%
Sales of Assets	$667,788	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,210,730	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,015,105
Total Liabilities	$0
Net Assets	$13,015,105

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$0	$0
Mc Ferran Barr (Advisory Com)	$0	$0
James E Wright Jr (Advisory Com)	$0	$0

990-PF

Filed on Nov. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$844,230

Expenses

$1,165,440

Net Income

-$321,210

Net Assets

$13,180,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$352,112	41.7%
Interest Revenue	$63,494	7.5%
Dividends	$133,808	15.8%
Sales of Assets	$294,816	34.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,111,778	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,180,091
Total Liabilities	$0
Net Assets	$13,180,091

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$0	$0
Mc Ferran Barr (Advisory Com)	$0	$0
James E Wright Jr (Advisory Com)	$0	$0

990-PF

Filed on Nov. 2, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$1,256,684

Expenses

$1,340,302

Net Income

-$83,618

Net Assets

$13,501,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$125,000	9.9%
Interest Revenue	$64,695	5.1%
Dividends	$656,647	52.3%
Sales of Assets	$394,635	31.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,262,500	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,501,302
Total Liabilities	$1
Net Assets	$13,501,301

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Company (Trustee)	$0	$0
Mc Ferran Barr (Advisory Com)	$0	$0
James E Wright Jr (Advisory Com)	$0	$0

990-PF

Filed on Aug. 26, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$619,419

Expenses

$842,124

Net Income

-$222,705

Net Assets

$13,584,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$68,154	11.0%
Dividends	$140,317	22.7%
Sales of Assets	$346,063	55.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$780,000	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,584,920
Total Liabilities	$1
Net Assets	$13,584,919

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Company (Trustee)	$0	$0
Mc Ferran Barr (Advisory Com)	$0	$0
James E Wright Jr (Advisory Com)	$0	$0

990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$680,306

Expenses

$1,263,599

Net Income

-$583,293

Net Assets

$13,807,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,184	3.6%
Dividends	$202,583	29.8%
Sales of Assets	$391,071	57.5%
Other Income	$868	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,185,000	93.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,807,625
Total Liabilities	$0
Net Assets	$13,807,625

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Company (Trustee)	$0	$0
Mc Ferran Barr (Advisory Com)	$0	$0
James E Wright Jr (Advisory Com)	$0	$0

990-PF

Filed on Nov. 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$824,213

Expenses

$1,150,897

Net Income

-$326,684

Net Assets

$14,390,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$63,053	7.7%
Dividends	$152,130	18.5%
Sales of Assets	$547,430	66.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,062,200	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,390,918
Total Liabilities	$0
Net Assets	$14,390,918

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Company (Trustee)	$0	$0
Patrick T Alcorn (Advisory Com)	$0	$0
Mc Ferran Barr (Advisory Com)	$0	$0
James E Wright Jr (Advisory Com)	$0	$0

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990-PF

Filed on Dec. 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$11,165,039

Expenses

$1,174,954

Net Income

$9,990,085

Net Assets

$14,717,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,445,923	84.6%
Interest Revenue	$60,661	0.5%
Dividends	$1,368,638	12.3%
Sales of Assets	$209,934	1.9%
Other Income	$33,683	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$900,000	76.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,717,602
Total Liabilities	$0
Net Assets	$14,717,602

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Company (Trustee)	$0	$0
Patrick T Alcorn (Advisory Com)	$0	$0
Mcferran Barr (Advisory Com)	$0	$0
James E Wright Jr (Advisory Com)	$0	$0

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990-PF

Filed on Feb. 26, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$421,558

Expenses

$513,927

Net Income

-$92,369

Net Assets

$5,758,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$48,000	11.4%
Interest Revenue	$267	0.1%
Dividends	$211,398	50.1%
Sales of Assets	$161,893	38.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$470,000	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,758,571
Total Liabilities	$0
Net Assets	$5,758,571

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Company (Trustee)	$0	$0
Patrick T Alcorn (Advisory Com)	$0	$0
Mcferran Barr (Advisory Com)	$0	$0
James E Wright Jr (Advisory Com)	$0	$0

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990-PF

Filed on Nov. 15, 2016

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Fiscal Year Ending June
2015

Revenue

$879,697

Expenses

$523,392

Net Income

$356,305

Net Assets

$5,850,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	17.1%
Interest Revenue	$32	0.0%
Dividends	$198,194	22.5%
Sales of Assets	$531,471	60.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$487,000	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,850,940
Total Liabilities	$0
Net Assets	$5,850,940

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Company (Trustee)	$0	$0
Partick T Alcorn (Adivsory Commit)	$0	$0
Mc Ferran Barr (Advisory Commit)	$0	$0
James E Wright Jr (Advisory Commit)	$0	$0

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990-PF

Filed on Nov. 12, 2015

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Fiscal Year Ending June
2014

Revenue

$394,029

Expenses

$468,383

Net Income

-$74,354

Net Assets

$5,494,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,000	4.3%
Interest Revenue	$37	0.0%
Dividends	$195,373	49.6%
Sales of Assets	$181,619	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$437,000	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,494,635
Total Liabilities	$0
Net Assets	$5,494,635

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Company (Trustee)	$0	$0
Partick T Alcorn (Adivsory Commit)	$0	$0
Mc Ferran Barr (Advisory Commit)	$0	$0
James E Wright Jr (Advisory Commit)	$0	$0

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990-PF

Filed on Nov. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$551,329

Expenses

$458,062

Net Income

$93,267

Net Assets

$5,568,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	36.3%
Interest Revenue	$35	0.0%
Dividends	$180,059	32.7%
Sales of Assets	$171,235	31.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,000	91.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,568,989
Total Liabilities	$1
Net Assets	$5,568,988

990-PF

Filed on March 21, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$1,205,401

Expenses

$338,747

Net Income

$866,654

Net Assets

$5,475,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$504,122	41.8%
Interest Revenue	$19	0.0%
Dividends	$150,648	12.5%
Sales of Assets	$550,612	45.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$320,000	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,475,722
Total Liabilities	$1
Net Assets	$5,475,721

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Irvin F And Alice S Etscorn Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.43M (2024)

Expenses $1.45M (2024)

Total Assets $13M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.43M (2024)

Expenses

$1.45M (2024)

Total Assets

$13M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2009

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2008

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2007

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2006

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2004

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2002