Patrick Calhoun Jr Charitable T Trust

Louisville, KY
EIN: 61-6129304

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$54.1k (2024)

Expenses

$121k (2024)

Total Assets

$1.31M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 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 Dec.
2024

Revenue

$54,120

Expenses

$120,764

Net Income

-$66,644

Net Assets

$1,308,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,617	88.0%
Sales of Assets	$6,503	12.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,086	87.0%
Compensation of Officers*	$18,345	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,308,273
Total Liabilities	$0
Net Assets	$1,308,273

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$15,345	$0
Kathy Foster (Advisor)	$1,000	$0
E Ridings F Wyatt (Advisor)	$1,000	$0
L Dorsey Foster Swindall (Advisor)	$1,000	$0

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990-PF

Filed on May 6, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$51,125

Expenses

$97,049

Net Income

-$45,924

Net Assets

$1,374,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,267	90.5%
Sales of Assets	-$7,243
Other Income	$12,101	23.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,851	85.4%
Compensation of Officers*	$17,405	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,374,988
Total Liabilities	$0
Net Assets	$1,374,988

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$14,405	$0
Kathy Foster (Advisor)	$1,000	$0
E Ridings F Wyatt (Advisor)	$1,000	$0
L Dorsey Foster Swindall (Advisor)	$1,000	$0

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990-PF

Filed on May 4, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$33,994

Expenses

$117,465

Net Income

-$83,471

Net Assets

$1,420,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,632	> 100%
Sales of Assets	-$8,638
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,124	65.7%
Compensation of Officers*	$18,498	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,420,911
Total Liabilities	$0
Net Assets	$1,420,911

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$15,498	$0
Kathy Foster (Advisor)	$1,000	$0
E Ridings F Wyatt (Advisor)	$1,000	$0
L Dorsey Foster Swindall (Advisor)	$1,000	$0

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990-PF

Filed on May 13, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$941,493

Expenses

$102,571

Net Income

$838,922

Net Assets

$1,504,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,555	4.5%
Sales of Assets	$895,238	95.1%
Other Income	$3,700	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,296	83.2%
Compensation of Officers*	$19,183	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,504,383
Total Liabilities	$0
Net Assets	$1,504,383

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$16,183	$0
Kathy Foster (Advisor)	$1,000	$0
E Ridings F Wyatt (Advisor)	$1,000	$0
L Dorsey Foster Swindall (Advisor)	$1,000	$0

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990-PF

Filed on Nov. 4, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$25,862

Expenses

$99,604

Net Income

-$73,742

Net Assets

$669,827

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,675	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,008	85.3%
Compensation of Officers*	$18,031	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$669,827
Total Liabilities	$0
Net Assets	$669,827

990-PF

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

PDF

Fiscal Year Ending Dec.
2019

Revenue

$44,333

Expenses

$90,243

Net Income

-$45,910

Net Assets

$743,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,095	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,549	83.7%
Compensation of Officers*	$15,492	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$743,148
Total Liabilities	$0
Net Assets	$743,148

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$75,191

Expenses

$94,778

Net Income

-$19,587

Net Assets

$789,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,293	61.6%
Sales of Assets	$28,898	38.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,747	84.1%
Compensation of Officers*	$14,970	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$789,060
Total Liabilities	$0
Net Assets	$789,060

Compensation

Key Employees and Officers	Compensation	Other
First Bankers Trust (Trustee)	$12,970	$0
William G Duncan Jr (Advidsor)	$1,000	$0
Chris Foster (Advisor)	$1,000	$0

990-PF

Filed on May 10, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$32,892

Expenses

$91,596

Net Income

-$58,704

Net Assets

$833,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,820	> 100%
Sales of Assets	-$11,928
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,915	84.0%
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	$833,848
Total Liabilities	$0
Net Assets	$833,848

Compensation

Key Employees and Officers	Compensation	Other
First Bankers Trust (Trustee)	$0	$0

990-PF

Filed on Aug. 11, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$91,270

Expenses

$84,879

Net Income

$6,391

Net Assets

$891,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,043	48.3%
Sales of Assets	$39,025	42.8%
Other Income	$8,202	9.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,939	82.4%
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	$891,558
Total Liabilities	$0
Net Assets	$891,558

Compensation

Key Employees and Officers	Compensation	Other
First Bankers Trust (Trustee)	$0	$0

990-PF

Filed on Oct. 28, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$77,575

Expenses

$77,880

Net Income

-$305

Net Assets

$885,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,332	43.0%
Sales of Assets	$34,909	45.0%
Other Income	$9,334	12.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,860	83.3%
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	$885,823
Total Liabilities	$0
Net Assets	$885,823

Compensation

Key Employees and Officers	Compensation	Other
First Bankers Trust Co (Trustee)	$0	$0

990-PF

Filed on May 14, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$38,653

Expenses

$70,719

Net Income

-$32,066

Net Assets

$886,126

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,317	94.0%
Sales of Assets	$0
Other Income	$9,472	24.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,792	83.1%
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	$886,126
Total Liabilities	$0
Net Assets	$886,126

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$34,542

Expenses

$69,320

Net Income

-$34,778

Net Assets

$918,189

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,456	91.1%
Sales of Assets	$0
Other Income	$9,207	26.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,743	81.9%
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	$918,190
Total Liabilities	$1
Net Assets	$918,189

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

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

PDF

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Patrick Calhoun Jr Charitable T Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $54.1k (2024)

Expenses $121k (2024)

Total Assets $1.31M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$54.1k (2024)

Expenses

$121k (2024)

Total Assets

$1.31M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001