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Nonprofit · EIN 27-6350050

JAMES W CHANDLER CHARITABLE TUA DATED 11-17-1984 RESTATED 11-11-03

Tax-exempt · LOUISVILLE, KY 40232

Financials

$41K$43K2023$72K$47K2024$88K$51K2025
Revenue Expenses · by fiscal year end
Financials of JAMES W CHANDLER CHARITABLE TUA DATED 11-17-1984 RESTATED 11-11-03 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$88,190$50,790$37,400$573,048$0$573,048
December 31, 2024990-PF$71,545$47,193$24,352$500,375$0$500,375
December 31, 2023990-PF$41,418$43,162-$1,744$509,692$0$509,692
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$23,073
Net gain from sales of assets
$65,117

Expenses

Grants and similar amounts paid
$38,549
Compensation of officers, directors and key employees
$9,481
Disbursements for charitable purposes
$41,169
Excise tax on investment income
$1,110

Balance sheet and other

Total assets, start of year
$500,375
Total assets, end of year
$573,048
Total liabilities, end of year
$0
Net assets, end of year
$573,048
Fair market value of assets
$1,046,752
Qualifying distributions
$41,169
Net investment income
$88,190

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
Braid Trust company
PO BOX 3270, LOUISVILLE, KY 402322760
TRUSTEE1$9,481
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Braid Trust company
PO BOX 3270, LOUISVILLE, KY 402322760
TRUSTEE1$8,536
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Braid Trust company
PO BOX 3270, LOUISVILLE, KY 402322760
TRUSTEE1$7,404

Address and contacts

Address (IRS master file)
PO BOX 32760, LOUISVILLE, KY 40232-2760
In care of
% HILLIARD LYONS TRUST COMPANY LLC
Signed the 990-PF
MARK K NICKEL, TRUSTEE
Phone
(502) 588-9133
Return prepared by
RELIANCE INTEGRATED SOLUTIONS LLC

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
27-6350050
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
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$573,048
Income (IRS master file)
$115,907

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$88,190$50,790$573,048IRS
990-PFDecember 2024$71,545$47,193$500,375IRS
990-PFDecember 2023$41,418$43,162$509,692XML
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 27-6350050).

Questions about JAMES W CHANDLER CHARITABLE TUA DATED 11-17-1984 RESTATED 11-11-03

What is the EIN of JAMES W CHANDLER CHARITABLE TUA DATED 11-17-1984 RESTATED 11-11-03?
The employer identification number (EIN) of JAMES W CHANDLER CHARITABLE TUA DATED 11-17-1984 RESTATED 11-11-03 is 27-6350050.
Is JAMES W CHANDLER CHARITABLE TUA DATED 11-17-1984 RESTATED 11-11-03 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to JAMES W CHANDLER CHARITABLE TUA DATED 11-17-1984 RESTATED 11-11-03 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES W CHANDLER CHARITABLE TUA DATED 11-17-1984 RESTATED 11-11-03 file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES W CHANDLER CHARITABLE TUA DATED 11-17-1984 RESTATED 11-11-03 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 JAMES W CHANDLER CHARITABLE TUA DATED 11-17-1984 RESTATED 11-11-03 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 JAMES W CHANDLER CHARITABLE TUA DATED 11-17-1984 RESTATED 11-11-03?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,481 (Braid Trust company, TRUSTEE).
How much revenue does JAMES W CHANDLER CHARITABLE TUA DATED 11-17-1984 RESTATED 11-11-03 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $88,190, expenses of $50,790 and total assets of $573,048 at year end.

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