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Hugh Kaul Foundation Tr 09 12 89 25 6733 00 7

Organization summary

Type of Nonprofit

Designated as a 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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$6.16M (2022)

Expenses
$2.58M (2022)

Total Assets
$46M (2022)

Total Liabilities
$0 (2022)

Years with missing data
Source: Form 990 tax filings from 2011 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,161,092
Expenses
$2,577,676
Net Income
$3,583,416
Net Assets
$45,995,741
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $880,164
14.3%
Sales of Assets $5,234,276
85.0%
Other Income $14,072
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,186,215
84.8%
Compensation of Officers* $193,677
7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $45,995,741
Total Liabilities $0
Net Assets $45,995,741
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $193,677 $0
Mr John Kaul Greene (Director) $0 $0
Mr John J Mcmahon Jr (Director) $0 $0
Mr Don James (Director) $0 $0
Dr Nancy E Dunlap (Director) $0 $0
Ms Hillery Head Perkins (Director) $0 $0
Mr Samuel E Yates (Director) $0 $0
Mr H Corbin Day (Director) $0 $0
Ms Maye Head Frei (Director) $0 $0
Ms Elizabeth Yates Scribner (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,643,863
Expenses
$4,153,394
Net Income
$3,490,469
Net Assets
$42,171,764
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,161,617
15.2%
Sales of Assets $6,283,031
82.2%
Other Income $163,546
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,798,070
91.4%
Compensation of Officers* $98,138
2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $42,171,764
Total Liabilities $0
Net Assets $42,171,764
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $98,138 $0
Mr John Kaul Greene (Director) $0 $0
Mr John J Mcmahon Jr (Director) $0 $0
Mr Don James (Director) $0 $0
Dr Nancy E Dunlap (Director) $0 $0
Ms Hillery Head Perkins (Director) $0 $0
Mr Samuel E Yates (Director) $0 $0
Mr H Corbin Day (Director) $0 $0
Ms Maye Head Frei (Director) $0 $0
Ms Elizabeth Yates Scribner (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,759,957
Expenses
$2,939,810
Net Income
-$179,853
Net Assets
$38,616,877
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $556,639
20.2%
Sales of Assets $2,019,330
73.2%
Other Income $148,327
5.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,614,906
88.9%
Compensation of Officers* $94,529
3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $38,616,878
Total Liabilities $1
Net Assets $38,616,877
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $94,529 $0
Mr John Kaul Greene (Director) $0 $0
Mr John J Mcmahon Jr (Director) $0 $0
Mr Don James (Director) $0 $0
Dr Nancy E Dunlap (Director) $0 $0
Ms Hillery Head Perkins (Director) $0 $0
Mr Samuel E Yates (Director) $0 $0
Mr H Corbin Day (Director) $0 $0
Ms Maye Head Frei (Director) $0 $0
Ms Elizabeth Yates Scribner (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,800,750
Expenses
$2,879,079
Net Income
-$78,329
Net Assets
$38,932,441
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $783,546
28.0%
Sales of Assets $1,863,306
66.5%
Other Income $119,028
4.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,471,405
85.8%
Compensation of Officers* $89,524
3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $38,932,441
Total Liabilities $0
Net Assets $38,932,441

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,050,839
Expenses
$3,243,201
Net Income
-$192,362
Net Assets
$40,726,755
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $154
0.0%
Dividends $781,736
25.6%
Sales of Assets $2,228,279
73.0%
Other Income $12,635
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,847,512
87.8%
Compensation of Officers* $177,561
5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $40,726,755
Total Liabilities $0
Net Assets $40,726,755

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,666,784
Expenses
$3,264,693
Net Income
$1,402,091
Net Assets
$41,202,144
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $78
0.0%
Dividends $1,118,465
24.0%
Sales of Assets $3,509,756
75.2%
Other Income $11,780
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,865,860
87.8%
Compensation of Officers* $169,298
5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $41,202,144
Total Liabilities $0
Net Assets $41,202,144

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,811,320
Expenses
$3,208,287
Net Income
$2,603,033
Net Assets
$38,563,357
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $55
0.0%
Dividends $839,822
14.5%
Sales of Assets $4,846,469
83.4%
Other Income $94,709
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,022,495
94.2%
Compensation of Officers* $147,475
4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $38,563,357
Total Liabilities $0
Net Assets $38,563,357

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,260,052
Expenses
$2,645,019
Net Income
-$1,384,967
Net Assets
$36,095,978
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $154
0.0%
Dividends $822,768
65.3%
Sales of Assets $379,766
30.1%
Other Income $29,657
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,442,784
92.4%
Compensation of Officers* $138,921
5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $36,095,978
Total Liabilities $0
Net Assets $36,095,978

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,456,860
Expenses
$2,854,343
Net Income
-$1,397,483
Net Assets
$37,567,870
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $193
0.0%
Dividends $671,675
46.1%
Sales of Assets $758,743
52.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,642,564
92.6%
Compensation of Officers* $127,820
4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $37,567,870
Total Liabilities $0
Net Assets $37,567,870

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2000

No Extracted Financial Data

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

Document Links

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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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Types of Nonprofits

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