Nonprofit · EIN 61-1104319
FRED B AND OPAL S WOOSLEY FOUNDATION INC
Tax-exempt · LOUISVILLE, KY 40202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $649,490 | $790,040 | -$140,550 | $3,314,447 | $0 | $3,314,447 |
| December 31, 2024 | 990-PF | $622,547 | $733,993 | -$111,446 | $3,455,110 | $0 | $3,455,110 |
| December 31, 2023 | 990-PF | $487,284 | $708,322 | -$221,038 | $3,565,319 | $0 | $3,565,319 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $104,449
- Interest
- $50,587
- Net gain from sales of assets
- $494,454
Expenses
- Grants and similar amounts paid
- $742,000
- Disbursements for charitable purposes
- $742,293
- Excise tax on investment income
- $8,388
Balance sheet and other
- Total assets, start of year
- $3,455,110
- Total assets, end of year
- $3,314,447
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,314,447
- Fair market value of assets
- $8,646,852
- Qualifying distributions
- $742,293
- Net investment income
- $649,490
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 |
|---|---|---|---|
| KATHERINE A FORD 231 S FIFTH ST 2ND FLOOR, LOUISVILLE, KY 40202 | DIRECTOR | 0 | $0 |
| ARTHUR C PETER 45 MOCKINGBIRD VALLEY DR, LOUISVILLE, KY 40207 | DIRECTOR | 0 | $0 |
| BEVERLY S CLARK 2470 HINKLE LANE, SHELBYVILLE, KY 40065 | DIRECTOR | 0 | $0 |
| J MCFERRA BARR II PARTHENON LLC, 9900 CORPORATE CAMPUS DR 2100, LOUISVILLE, KY 40223 | DIRECTOR | 0 | $0 |
| DAVID A BELL 2000 WARRINGTON WAY STE 140, LOUISVILLE, KY 40222 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE A FORD 231 S FIFTH ST 2ND FLOOR, LOUISVILLE, KY 40202 | DIRECTOR | 0 | $0 |
| ARTHUR C PETER 45 MOCKINGBIRD VALLEY DR, LOUISVILLE, KY 40207 | DIRECTOR | 0 | $0 |
| BEVERLY S CLARK 2470 HINKLE LANE, SHELBYVILLE, KY 40065 | DIRECTOR | 0 | $0 |
| J MCFERRA BARR II PARTHENON LLC, 9900 CORPORATE CAMPUS DR 2100, LOUISVILLE, KY 40223 | DIRECTOR | 0 | $0 |
| DAVID A BELL 2000 WARRINGTON WAY STE 140, LOUISVILLE, KY 40222 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE A FORD 231 S FIFTH ST 2ND FLOOR, LOUISVILLE, KY 40202 | DIRECTOR | 2 | $0 |
| ARTHUR C PETER 45 MOCKINGBIRD VALLEY DR, LOUISVILLE, KY 40207 | DIRECTOR | 2 | $0 |
| BEVERLY S CLARK 2470 HINKLE LANE, SHELBYVILLE, KY 40065 | DIRECTOR | 2 | $0 |
| J MCFERRA BARR II PARTHENON LLC, 9900 CORPORATE CAMPUS DR 2100, LOUISVILLE, KY 40223 | DIRECTOR | 2 | $0 |
| DAVID A BELL 2000 WARRINGTON WAY STE 140, LOUISVILLE, KY 40222 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 231 S FIFTH ST 2ND FLOOR, LOUISVILLE, KY 40202-3275
- Signed the 990-PF
- KATHERINE A FORD, DIRECTOR
- Phone
- (502) 584-2134
- Return prepared by
- BECHTLER PARKER & WATTS
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
- 61-1104319
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,314,447
- Income (IRS master file)
- $1,112,013
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $649,490 | $790,040 | $3,314,447 | IRS |
| 990-PF | December 2024 | $622,547 | $733,993 | $3,455,110 | XML |
| 990-PF | December 2023 | $487,284 | $708,322 | $3,565,319 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 61-1104319).
Questions about FRED B AND OPAL S WOOSLEY FOUNDATION INC
- What is the EIN of FRED B AND OPAL S WOOSLEY FOUNDATION INC?
- The employer identification number (EIN) of FRED B AND OPAL S WOOSLEY FOUNDATION INC is 61-1104319.
- Is FRED B AND OPAL S WOOSLEY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to FRED B AND OPAL S WOOSLEY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRED B AND OPAL S WOOSLEY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRED B AND OPAL S WOOSLEY FOUNDATION 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 FRED B AND OPAL S WOOSLEY FOUNDATION 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 FRED B AND OPAL S WOOSLEY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does FRED B AND OPAL S WOOSLEY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $649,490, expenses of $790,040 and total assets of $3,314,447 at year end.
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