Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 20-1341323

KARSTON A & ETHELYN O OSMONDSON CHARITABLE FUND INC

Tax-exempt · LEXINGTON, KY 40509

Financials

$61K$75K2023$133K$84K2024$96K$97K2025
Revenue Expenses · by fiscal year end
Financials of KARSTON A & ETHELYN O OSMONDSON CHARITABLE FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$95,761$97,354-$1,593$510,479$0$510,479
December 31, 2024990-PF$133,494$83,856$49,638$512,072$0$512,072
December 31, 2023990-PF$60,982$75,382-$14,400$462,434$0$462,434
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,567
Interest
$5,845
Net gain from sales of assets
$77,349

Expenses

Grants and similar amounts paid
$82,500
Compensation of officers, directors and key employees
$2,000
Disbursements for charitable purposes
$84,561
Excise tax on investment income
$897

Balance sheet and other

Total assets, start of year
$512,072
Total assets, end of year
$510,479
Total liabilities, end of year
$0
Net assets, end of year
$510,479
Fair market value of assets
$879,677
Qualifying distributions
$84,561
Net investment income
$77,349

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.

NameTitleHours / weekCompensation
HELEN DIXON
9907 FOUR SEASONS LANE, LOUISVILLE, KY 40241
DIRECTOR, TREAS0.5$500
JAMES D WILLIAMS
11782 E JUAN TABO RD, SCOTTSDALE, AZ 85255
DIRECTOR0.5$500
CLAIRE DIXON-CONDER
5750 JACK CREEK PIKE, LEXINGTON, KY 40515
DIRECTOR, SEC0.5$500
CARLA BRAUN
3345 BAY SPRING PARK, LEXINGTON, KY 40509
DIRECTOR, PRES0.5$500
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
HELEN DIXON
9907 FOUR SEASONS LANE, LOUISVILLE, KY 40241
DIRECTOR, TREAS0.5$500
JAMES D WILLIAMS
11782 E JUAN TABO RD, SCOTTSDALE, AZ 85255
DIRECTOR0.5$500
CLAIRE DIXON-CONDER
5750 JACK CREEK PIKE, LEXINGTON, KY 40515
DIRECTOR, SEC0.5$500
CARLA BRAUN
3345 BAY SPRING PARK, LEXINGTON, KY 40509
DIRECTOR, PRES0.5$500
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
HELEN DIXON
9907 FOUR SEASONS LANE, LOUISVILLE, KY 40241
DIRECTOR, TREAS0.5$500
JAMES D WILLIAMS
11782 E JUAN TABO RD, SCOTTSDALE, AZ 85255
DIRECTOR0.5$500
CLAIRE DIXON-CONDER
5750 JACK CREEK PIKE, LEXINGTON, KY 40515
DIRECTOR, SEC0.5$500
CARLA BRAUN
3345 BAY SPRING PARK, LEXINGTON, KY 40509
DIRECTOR, PRES0.5$500

Address and contacts

Address (IRS master file)
3345 BAY SPRINGS PARK, LEXINGTON, KY 40509-9063
In care of
% MARSHALL SELLERS
Signed the 990-PF
CARLA E BRAUN, DIRECTOR & PRESIDENT
Phone
(502) 648-8298
Return prepared by
James D Williams CPA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-1341323
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$510,479
Income (IRS master file)
$280,524

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$95,761$97,354$510,479IRS
990-PFDecember 2024$133,494$83,856$512,072XML
990-PFDecember 2023$60,982$75,382$462,434XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 20-1341323).

Questions about KARSTON A & ETHELYN O OSMONDSON CHARITABLE FUND INC

What is the EIN of KARSTON A & ETHELYN O OSMONDSON CHARITABLE FUND INC?
The employer identification number (EIN) of KARSTON A & ETHELYN O OSMONDSON CHARITABLE FUND INC is 20-1341323.
Is KARSTON A & ETHELYN O OSMONDSON CHARITABLE FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to KARSTON A & ETHELYN O OSMONDSON CHARITABLE FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KARSTON A & ETHELYN O OSMONDSON CHARITABLE FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of KARSTON A & ETHELYN O OSMONDSON CHARITABLE FUND INC 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 KARSTON A & ETHELYN O OSMONDSON CHARITABLE FUND INC 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 KARSTON A & ETHELYN O OSMONDSON CHARITABLE FUND INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $500 (HELEN DIXON, DIRECTOR, TREAS).
How much revenue does KARSTON A & ETHELYN O OSMONDSON CHARITABLE FUND INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $95,761, expenses of $97,354 and total assets of $510,479 at year end.

Other nonprofits in LEXINGTON

All nonprofits in LEXINGTON · Kentucky · Philanthropy, voluntarism and grantmaking foundations