Agnes Masonis Charitable Remainder Trust

Masonis Agnes Ttee

Louisville, KY
Tax-exempt since July 2006
EIN: 91-2085256

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$98.1k (2024)

Expenses

$87.9k (2024)

Total Assets

$805k (2024)

Total Liabilities

$0 (2024)

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

$98,069

Expenses

$87,869

Net Income

$10,200

Net Assets

$804,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,715	7.9%
Dividends	$24,136	24.6%
Sales of Assets	$66,218	67.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,913	80.7%
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	$804,839
Total Liabilities	$0
Net Assets	$804,839

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$0	$0

990-PF

Filed on May 5, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$82,624

Expenses

$80,971

Net Income

$1,653

Net Assets

$794,639

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,628	8.0%
Dividends	$24,156	29.2%
Sales of Assets	$51,840	62.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,913	81.4%
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	$794,639
Total Liabilities	$0
Net Assets	$794,639

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$0	$0

990-PF

Filed on May 21, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$72,822

Expenses

$94,796

Net Income

-$21,974

Net Assets

$792,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,415	10.2%
Dividends	$21,720	29.8%
Sales of Assets	$43,687	60.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,650	84.0%
Compensation of Officers*	$17,623	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$792,986
Total Liabilities	$0
Net Assets	$792,986

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$17,623	$0

990-PF

Filed on Aug. 14, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$136,310

Expenses

$86,346

Net Income

$49,964

Net Assets

$814,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,525	4.8%
Dividends	$23,706	17.4%
Sales of Assets	$106,079	77.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,898	82.1%
Compensation of Officers*	$18,452	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$814,960
Total Liabilities	$0
Net Assets	$814,960

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$18,452	$0

990-PF

Filed on July 5, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$85,118

Expenses

$81,187

Net Income

$3,931

Net Assets

$764,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,218	8.5%
Dividends	$21,084	24.8%
Sales of Assets	$57,891	68.0%
Other Income	-$1,075

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,874	78.7%
Compensation of Officers*	$15,362	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$764,996
Total Liabilities	$1
Net Assets	$764,995

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Co Llc (Trustee)	$15,362	$0

990-PF

Filed on May 3, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$57,558

Expenses

$79,177

Net Income

-$21,619

Net Assets

$761,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,405	12.9%
Dividends	$24,781	43.1%
Sales of Assets	$25,372	44.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,945	78.2%
Compensation of Officers*	$10,584	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$761,065
Total Liabilities	$1
Net Assets	$761,064

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Co Llc (Trustee)	$10,584	$0

990-PF

Filed on April 28, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$67,176

Expenses

$75,671

Net Income

-$8,495

Net Assets

$782,684

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,482	11.1%
Dividends	$22,407	33.4%
Sales of Assets	$32,225	48.0%
Other Income	$5,062	7.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,497	77.3%
Compensation of Officers*	$15,324	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$782,684
Total Liabilities	$0
Net Assets	$782,684

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Co Llc (Trustee)	$15,324	$0

990-PF

Filed on May 8, 2019

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

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Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2017

Revenue

$99,482

Expenses

$71,949

Net Income

$27,533

Net Assets

$791,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,622	3.6%
Dividends	$27,080	27.2%
Sales of Assets	$67,845	68.2%
Other Income	$935	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,821	77.6%
Compensation of Officers*	$14,634	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$791,179
Total Liabilities	$0
Net Assets	$791,179

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Co Llc (Trustee)	$14,634	$0

990-PF

Filed on March 28, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$52,410

Expenses

$70,915

Net Income

-$18,505

Net Assets

$763,646

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,201	4.2%
Dividends	$27,975	53.4%
Sales of Assets	$22,234	42.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,721	77.2%
Compensation of Officers*	$14,559	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$763,646
Total Liabilities	$0
Net Assets	$763,646

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Co Llc (Trustee)	$14,559	$0

990-PF

Filed on April 12, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$72,226

Expenses

$75,408

Net Income

-$3,182

Net Assets

$782,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$556	0.8%
Dividends	$33,154	45.9%
Sales of Assets	$38,516	53.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,440	74.8%
Compensation of Officers*	$14,189	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$782,151
Total Liabilities	$0
Net Assets	$782,151

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Co Llc (Trustee)	$14,189	$0

990-PF

Filed on April 12, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$79,247

Expenses

$67,646

Net Income

$11,601

Net Assets

$785,333

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$333	0.4%
Dividends	$29,647	37.4%
Sales of Assets	$49,267	62.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,876	73.7%
Compensation of Officers*	$13,921	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$785,333
Total Liabilities	$0
Net Assets	$785,333

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Co Llc (Trustee)	$13,921	$0

990-PF

Filed on Aug. 6, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$62,923

Expenses

$58,721

Net Income

$4,202

Net Assets

$773,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$27,473	43.7%
Sales of Assets	$35,449	56.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,459	74.0%
Compensation of Officers*	$12,676	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$773,732
Total Liabilities	$0
Net Assets	$773,732

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$48,480

Expenses

$55,138

Net Income

-$6,658

Net Assets

$769,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$28,540	58.9%
Sales of Assets	$19,936	41.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,815	75.8%
Compensation of Officers*	$11,498	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$769,530
Total Liabilities	$0
Net Assets	$769,530

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$34,950

Expenses

$54,545

Net Income

-$19,595

Net Assets

$776,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$24,849	71.1%
Sales of Assets	$9,834	28.1%
Other Income	$260	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,857	74.9%
Compensation of Officers*	$10,834	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$776,188
Total Liabilities	$0
Net Assets	$776,188

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

PDF

Fiscal Year Ending Dec.
2009

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.
2008

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

PDF (2 of 2)

Fiscal Year Ending Dec.
2007

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.
2006

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

PDF (2 of 2)

Fiscal Year Ending Dec.
2005

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

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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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Updated March 23, 2026

Agnes Masonis Charitable Remainder Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $98.1k (2024)

Expenses $87.9k (2024)

Total Assets $805k (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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Document Links

990-PF

Revenue

$98.1k (2024)

Expenses

$87.9k (2024)

Total Assets

$805k (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