Nonprofit · EIN 61-6150157
NEL S MORRISON CHARITABLE TRUST 1
Tax-exempt · LOUISVILLE, KY 40223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $173,069 | $57,875 | $115,194 | $735,878 | $0 | $735,878 |
| November 30, 2024 | 990-PF | $248,524 | $50,521 | $198,003 | $619,825 | $0 | $619,825 |
| November 30, 2023 | 990-PF | $56,671 | $60,248 | -$3,577 | $422,702 | $0 | $422,702 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $19,945
- Net gain from sales of assets
- $152,604
- Other income
- $520
Expenses
- Grants and similar amounts paid
- $43,000
- Compensation of officers, directors and key employees
- $8,204
- Disbursements for charitable purposes
- $44,070
- Excise tax on investment income
- $2,290
Balance sheet and other
- Total assets, start of year
- $619,825
- Total assets, end of year
- $735,878
- Total liabilities, end of year
- $0
- Net assets, end of year
- $735,878
- Fair market value of assets
- $888,351
- Qualifying distributions
- $44,070
- Net investment income
- $172,497
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANKERS TRUST COMPANY 10503 TIMBERWOOD STE 120, LOUISVILLE, KY 40223 | TRUSTEE | 15 | $8,204 |
| BETSY SMITH 147 KINGSWOOD DR, TAYLORSVILLE, KY 40071 | SPECIAL TRUSTEE | 0 | $0 |
| MADISON SMITH 147 KINGSWOOD DR, TAYLORSVILLE, KY 40071 | SPECIAL TRUSTEE | 0 | $0 |
| GRACIE SMITH 147 KINGSWOOD DR, TAYLORSVILLE, KY 40071 | SPECIAL TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANKERS TRUST COMPANY 10503 TIMBERWOOD STE 120, LOUISVILLE, KY 40223 | TRUSTEE | 15 | $7,636 |
| BETSY SMITH 147 KINGSWOOD DR, TAYLORSVILLE, KY 40071 | SPECIAL TRUSTEE | 0 | $0 |
| MADISON SMITH 147 KINGSWOOD DR, TAYLORSVILLE, KY 40071 | SPECIAL TRUSTEE | 0 | $0 |
| GRACIE SMITH 147 KINGSWOOD DR, TAYLORSVILLE, KY 40071 | SPECIAL TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANKERS TRUST COMPANY 10503 TIMBERWOOD STE 120, LOUISVILLE, KY 40223 | TRUSTEE | 15 | $7,444 |
| BETSY SMITH 147 KINGSWOOD DR, TAYLORSVILLE, KY 40071 | SPECIAL TRUSTEE | 0 | $0 |
| MADISON SMITH 147 KINGSWOOD DR, TAYLORSVILLE, KY 40071 | SPECIAL TRUSTEE | 0 | $0 |
| GRACIE SMITH 147 KINGSWOOD DR, TAYLORSVILLE, KY 40071 | SPECIAL TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 10503 TIMBERWOOD CIR STE 120, LOUISVILLE, KY 40223-5318
- In care of
- % FIRST BANKERS TRUST CO
- Signed the 990-PF
- LAURA THOMAS, TRUSTEE
- Phone
- (502) 587-2982
- Return prepared by
- DELOITTE TAX 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 61-6150157
- 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
- 2023
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $735,878
- Income (IRS master file)
- $456,094
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $173,069 | $57,875 | $735,878 | XML |
| 990-PF | November 2024 | $248,524 | $50,521 | $619,825 | XML |
| 990-PF | November 2023 | $56,671 | $60,248 | $422,702 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | 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 61-6150157).
Questions about NEL S MORRISON CHARITABLE TRUST 1
- What is the EIN of NEL S MORRISON CHARITABLE TRUST 1?
- The employer identification number (EIN) of NEL S MORRISON CHARITABLE TRUST 1 is 61-6150157.
- Is NEL S MORRISON CHARITABLE TRUST 1 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to NEL S MORRISON CHARITABLE TRUST 1 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NEL S MORRISON CHARITABLE TRUST 1 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEL S MORRISON CHARITABLE TRUST 1 due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEL S MORRISON CHARITABLE TRUST 1 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of NEL S MORRISON CHARITABLE TRUST 1?
- The 990-PF for the year ended November 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $8,204 (FIRST BANKERS TRUST COMPANY, TRUSTEE).
- How much revenue does NEL S MORRISON CHARITABLE TRUST 1 have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $173,069, expenses of $57,875 and total assets of $735,878 at year end.
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