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Nonprofit · EIN 39-6894149

FRANCIS B ALVEY CRUT FBO BELLARMINE

Also known as BAIRD TRUST COMPANY TTEE

Tax-exempt · LOUISVILLE, KY 40232

Financials

$856K$63K2025
Revenue Expenses · by fiscal year end
Financials of FRANCIS B ALVEY CRUT FBO BELLARMINE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$856,466$63,228$793,238$793,235$0$793,235
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$568,347
Dividends
$12,255
Net gain from sales of assets
$275,864

Expenses

Grants and similar amounts paid
$56,796
Compensation of officers, directors and key employees
$2,811
Disbursements for charitable purposes
$58,351
Excise tax on investment income
$3,937

Balance sheet and other

Total assets, start of year
–
Total assets, end of year
$793,235
Total liabilities, end of year
$0
Net assets, end of year
$793,235
Fair market value of assets
$1,140,121
Qualifying distributions
$58,351
Net investment income
$288,119

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
BAIRD TRUST COMPANY
POBOX 32760, LOUISVILLE, KY 40232
TRUSTEE1$2,811

Address and contacts

Address (IRS master file)
PO BOX 32760, LOUISVILLE, KY 40232-2760
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, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
39-6894149
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
2025
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B42)
Assets (IRS master file)
$793,235
Income (IRS master file)
$982,792

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$856,466$63,228$793,235IRS

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 39-6894149).

Questions about FRANCIS B ALVEY CRUT FBO BELLARMINE

What is the EIN of FRANCIS B ALVEY CRUT FBO BELLARMINE?
The employer identification number (EIN) of FRANCIS B ALVEY CRUT FBO BELLARMINE is 39-6894149.
Is FRANCIS B ALVEY CRUT FBO BELLARMINE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to FRANCIS B ALVEY CRUT FBO BELLARMINE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRANCIS B ALVEY CRUT FBO BELLARMINE file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANCIS B ALVEY CRUT FBO BELLARMINE 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 FRANCIS B ALVEY CRUT FBO BELLARMINE 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 FRANCIS B ALVEY CRUT FBO BELLARMINE?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,811 (BAIRD TRUST COMPANY, TRUSTEE).
How much revenue does FRANCIS B ALVEY CRUT FBO BELLARMINE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $856,466, expenses of $63,228 and total assets of $793,235 at year end.

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