Nonprofit · EIN 38-3689783
WILLIAM S HAGGARD AND JEAN HAGGARD CHARITABLE FOUNDATION
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $226,536 | $101,218 | $125,318 | $1,320,805 | $0 | $1,320,805 |
| December 31, 2024 | 990-PF | $57,242 | $88,843 | -$31,601 | $1,196,254 | $0 | $1,196,254 |
| December 31, 2023 | 990-PF | $108,710 | $93,309 | $15,401 | $1,231,679 | $0 | $1,231,679 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $65,498
- Net gain from sales of assets
- $161,038
Expenses
- Grants and similar amounts paid
- $79,912
- Compensation of officers, directors and key employees
- $18,242
- Disbursements for charitable purposes
- $89,933
- Excise tax on investment income
- $3,017
Balance sheet and other
- Total assets, start of year
- $1,196,254
- Total assets, end of year
- $1,320,805
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,320,805
- Fair market value of assets
- $1,787,245
- Qualifying distributions
- $89,933
- Net investment income
- $226,536
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stock Yards Bank Trust P O BOX 34290, LOUISVILLE, KY 40232 | TRUSTEE | 1 | $18,242 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stock Yards Bank Trust P O BOX 34290, LOUISVILLE, KY 40232 | TRUSTEE | 1 | $17,552 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stock Yards Bank Trust P O BOX 34290, LOUISVILLE, KY 40232 | TRUSTEE | 1 | $16,358 |
Address and contacts
- Address (IRS master file)
- PO BOX 34290, LOUISVILLE, KY 40232-4290
- In care of
- % KENTUCKY BANK
- Signed the 990-PF
- CYNTHIA WALTERS, TRUSTEE
- Phone
- (502) 625-2282
- Return prepared by
- ERNST & YOUNG US LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-3689783
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,320,805
- Income (IRS master file)
- $648,662
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $226,536 | $101,218 | $1,320,805 | IRS |
| 990-PF | December 2024 | $57,242 | $88,843 | $1,196,254 | IRS |
| 990-PF | December 2023 | $108,710 | $93,309 | $1,231,679 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 38-3689783).
Questions about WILLIAM S HAGGARD AND JEAN HAGGARD CHARITABLE FOUNDATION
- What is the EIN of WILLIAM S HAGGARD AND JEAN HAGGARD CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WILLIAM S HAGGARD AND JEAN HAGGARD CHARITABLE FOUNDATION is 38-3689783.
- Is WILLIAM S HAGGARD AND JEAN HAGGARD CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does WILLIAM S HAGGARD AND JEAN HAGGARD CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM S HAGGARD AND JEAN HAGGARD CHARITABLE FOUNDATION 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 WILLIAM S HAGGARD AND JEAN HAGGARD CHARITABLE FOUNDATION 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 WILLIAM S HAGGARD AND JEAN HAGGARD CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,242 (Stock Yards Bank Trust, TRUSTEE).
- How much revenue does WILLIAM S HAGGARD AND JEAN HAGGARD CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $226,536, expenses of $101,218 and total assets of $1,320,805 at year end.
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