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Nonprofit · EIN 55-6149123

PATRICIA S HODGSON CHARITABLE FOUNDATION

Also known as ROOKER STEWART TTEE

Tax-exempt · ATLANTA, GA 30327

Financials

$44K$51K2023$74K$135K2024$86K$66K2025
Revenue Expenses · by fiscal year end
Financials of PATRICIA S HODGSON CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$85,590$66,309$19,281$1,611,881$0$1,611,881
December 31, 2024990-PF$73,629$135,243-$61,614$1,592,600$0$1,592,600
December 31, 2023990-PF$44,284$50,633-$6,349$1,654,214$0$1,654,214
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$16,348
Interest
$35,204
Net gain from sales of assets
$34,019
Other income
$19

Expenses

Grants and similar amounts paid
$35,310
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$35,310
Excise tax on investment income
$759

Balance sheet and other

Total assets, start of year
$1,592,600
Total assets, end of year
$1,611,881
Total liabilities, end of year
$0
Net assets, end of year
$1,611,881
Fair market value of assets
$2,016,140
Qualifying distributions
$35,310
Net investment income
$85,590

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
Stewart Rooker Taylor
1630 Chickering Road, Nashville, TN 37215
Trustee0$0
Spalding Rooker
105 Byerley Ct, Alamo, CA 94507
Trustee0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
Stewart Rooker Taylor
1630 Chickering Road, Nashville, TN 37215
Trustee0$0
Spalding Rooker
105 Byerley Ct, Alamo, CA 94507
Trustee0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Stewart Rooker Taylor
1630 Chickering Road, Nashville, TN 37215
Trustee0$0
Spalding Rooker Ashley
105 Byerley Ct, Alamo, CA 94507
Trustee0$0

Address and contacts

Address (IRS master file)
3072 CLARENDALE DR NW, ATLANTA, GA 30327-1704
In care of
% STEWART ROOKER
Signed the 990-PF
Spalding Rooker, Trustee
Phone
(404) 259-4243
Return prepared by
JAS Consulting 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
55-6149123
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
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,611,881
Income (IRS master file)
$526,842

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$85,590$66,309$1,611,881IRS
990-PFDecember 2024$73,629$135,243$1,592,600IRS
990-PFDecember 2023$44,284$50,633$1,654,214XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 55-6149123).

Questions about PATRICIA S HODGSON CHARITABLE FOUNDATION

What is the EIN of PATRICIA S HODGSON CHARITABLE FOUNDATION?
The employer identification number (EIN) of PATRICIA S HODGSON CHARITABLE FOUNDATION is 55-6149123.
Is PATRICIA S HODGSON CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to PATRICIA S HODGSON CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PATRICIA S HODGSON CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PATRICIA S HODGSON 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 PATRICIA S HODGSON 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 PATRICIA S HODGSON CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does PATRICIA S HODGSON CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $85,590, expenses of $66,309 and total assets of $1,611,881 at year end.

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