Nonprofit · EIN 61-6128446
LOUISE MARSHALL TRUST UW
Tax-exempt · LOUISVILLE, KY 40223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $456,160 | $240,584 | $215,576 | $5,564,382 | $0 | $5,564,382 |
| December 31, 2024 | 990 | $378,422 | $231,568 | $146,854 | $4,805,629 | $0 | $4,805,629 |
| December 31, 2023 | 990 | $271,069 | $225,201 | $45,868 | $4,276,892 | $0 | $4,276,892 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $456,160
- Net gain from sales of assets
- $352,382
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $216,132
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,500
- Program services (functional)
- $216,132
- Management and general (functional)
- $24,452
Balance sheet and other
- Total assets, start of year
- $4,805,629
- Total assets, end of year
- $5,564,382
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,564,382
- Publicly traded securities
- $5,481,738
- Net assets without donor restrictions
- $5,564,382
- Gross receipts
- $894,207
- Employees
- 0
- Volunteers
- 3
- Year formed
- 1981
- State of legal domicile
- KY
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN CROMER | TRUSTEE Trustee or director | 1 | $0 |
| DAVID A WOMBWELL | TRUSTEE Trustee or director | 1 | $0 |
| STUART FERGUSON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN CROMER | TRUSTEE Trustee or director | 1 | $0 |
| DAVID A WOMBWELL | TRUSTEE Trustee or director | 1 | $0 |
| STUART FERGUSON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN CROMER | TRUSTEE Trustee or director | 1 | $0 |
| DAVID A WOMBWELL | TRUSTEE Trustee or director | 1 | $0 |
| STUART FERGUSON | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 23790, LOUISVILLE, KY 40223-0790
- In care of
- % JUNIUS W PRINCE III
- Principal officer (990 for 2025)
- STUART FERGUSON, PO BOX 23790, LOUISVILLE, KY 40223
- Signed the 990
- STUART FERGUSON, TRUSTEE
- Phone
- (502) 489-6110
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
THE SOLE ACTIVITY OF THE ORGANIZATION IS TO OVERSEE THE INVESTMENT OF THE TRUST ASSETS. 5% OF THE NET FAIR MARKET VALUE OF THE TRUST ASSETS IS REQUIRED TO BE DISTRIBUTED TO CABBAGE PATCH SETTLEMENT HOUSE, INC. TO FURTHER ITS CHARITABLE OBJECTIVES.
Program accomplishments
- 5% OF THE NET FAIR MARKET VALUE OF THE TRUST ASSETS IS REQUIRED TO BE DISTRIBUTED TO CABBAGE PATCH SETTLEMENT HOUSE, INC. TO FURTHER ITS CHARITABLE OBJECTIVES.Expenses $216,132 · grants $216,132
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 61-6128446
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $5,564,382
- Income (IRS master file)
- $894,207
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $456,160 | $240,584 | $5,564,382 | IRS |
| 990 | December 2024 | $378,422 | $231,568 | $4,805,629 | XML |
| 990 | December 2023 | $271,069 | $225,201 | $4,276,892 | XML |
| 990 | December 2022 | $152,933 | $220,954 | $3,816,185 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 61-6128446).
Questions about LOUISE MARSHALL TRUST UW
- What is the EIN of LOUISE MARSHALL TRUST UW?
- The employer identification number (EIN) of LOUISE MARSHALL TRUST UW is 61-6128446.
- Is LOUISE MARSHALL TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to LOUISE MARSHALL TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does LOUISE MARSHALL TRUST UW file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LOUISE MARSHALL TRUST UW 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 LOUISE MARSHALL TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LOUISE MARSHALL TRUST UW?
- The 990 for the year ended December 31, 2025 names STUART FERGUSON.
- Who are the officers and directors of LOUISE MARSHALL TRUST UW?
- The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LOUISE MARSHALL TRUST UW have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $456,160, expenses of $240,584 and total assets of $5,564,382 at year end.
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