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Nonprofit · EIN 61-6216083

RONALD MCDONALD HOUSE TRUST FUND

Tax-exempt · LEXINGTON, KY 40522

Financials

$180K$24K2023$457K$29K2024$119K$171K2025
Revenue Expenses · by fiscal year end
Financials of RONALD MCDONALD HOUSE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$119,066$171,481-$52,415$4,599,537$0$4,599,537
December 31, 2024990$457,279$29,293$427,986$4,346,534$0$4,346,534
December 31, 2023990$179,619$24,276$155,343$3,713,266$0$3,713,266
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$119,066
Net gain from sales of assets
-$1,914
Other revenue
$0

Expenses

Grants and similar amounts paid
$142,800
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$142,800
Management and general (functional)
$28,681

Balance sheet and other

Total assets, start of year
$4,346,534
Total assets, end of year
$4,599,537
Total liabilities, end of year
$0
Net assets, end of year
$4,599,537
Publicly traded securities
$4,342,275
Net assets without donor restrictions
$3,174,208
Net assets with donor restrictions
$1,425,329
Gross receipts
$146,417
Employees
0
Volunteers
0
Year formed
1994
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
NATHAN GRAHAMCHIEF EXECUTIVE OFFICER
Officer
1$0$134,789$35,104
ALLISON HELSINGERPRESIDENT
Trustee or director, Officer
1$0$0$0
AUSTEN BLOOMERTREASURER
Trustee or director, Officer
1$0$0$0
RYAN GRAHAMPRESIDENT-ELECT
Trustee or director, Officer
1$0$0$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
NATHAN GRAHAMCHIEF EXECUTIVE OFFICER
Officer
1$0$126,716$31,964
MAX SMITHPRESIDENT
Trustee or director, Officer
1$0$0$0
RYAN GRAHAMTREASURER
Trustee or director, Officer
1$0$0$0
AUSTEN BLOOMERSECRETARY
Trustee or director, Officer
1$0$0$0
ALLISON HELSINGERPRESIDENT-ELECT
Trustee or director, Officer
1$0$0$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
NATHAN GRAHAMCHIEF EXECUTIVE OFFICER
Officer
1$0$112,136$14,401
CHARLES ROWLANDPRESIDENT
Trustee or director, Officer
1$0$0$0
CLAUDIA HEALYPAST-PRESIDENT
Trustee or director, Officer
1$0$0$0
RYAN GRAHAMTREASURER
Trustee or director, Officer
1$0$0$0
ALLISON HELSINGERSECRETARY
Trustee or director, Officer
1$0$0$0
MAX SMITHPRESIDENT-ELECT
Trustee or director, Officer
1$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 22414, LEXINGTON, KY 40522-2414
Principal officer (990 for 2025)
NATHAN GRAHAM, PO BOX 22414, LEXINGTON, KY 40522
Signed the 990
NATHAN GRAHAM, CHIEF EXECUTIVE OFFICER
Phone
(859) 268-0747
Return prepared by
RFH PLLC

Mission

THE TRUST FUND WAS CREATED TO RECEIVE, HOLD, PRESERVE, AND INVEST CASH AND OTHER ASSETS FOR THE ULTIMATE BENEFIT OF RONALD MCDONALD HOUSE LEXINGTON, INC. IN OPERATION OF THE HOUSE.

990 for the year ended December 31, 2025

Program accomplishments

  • THE TRUST FUND WAS CREATED TO RECEIVE, HOLD, PRESERVE, AND INVEST CASH AND OTHER ASSETS FOR THE ULTIMATE BENEFIT OF RRONALD MCDONALD HOUSE LEXINGTON, INC. IN OPERATION OF THE HOUSE. THE HOUSE PROVIDES TEMPORARY HOUSING FOR CHILDREN, WHO ARE AFFLICTED WITH SERIOUS PHYSICAL AND MENTAL DISEASES OR DISORDERS, AND THEIR FAMILIES DURING THEIR PERIOD OF TREATMENT.
    Expenses $142,800 · grants $142,800

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
61-6216083
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
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E86)
Assets (IRS master file)
$4,599,537
Income (IRS master file)
$146,417

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$119,066$171,481$4,599,537XML
990December 2024$457,279$29,293$4,346,534XML
990December 2023$179,619$24,276$3,713,266XML
990December 2022$2,791$23,593$3,027,011IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 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 61-6216083).

Questions about RONALD MCDONALD HOUSE TRUST FUND

What is the EIN of RONALD MCDONALD HOUSE TRUST FUND?
The employer identification number (EIN) of RONALD MCDONALD HOUSE TRUST FUND is 61-6216083.
Is RONALD MCDONALD HOUSE TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to RONALD MCDONALD HOUSE TRUST FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does RONALD MCDONALD HOUSE TRUST FUND 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 RONALD MCDONALD HOUSE TRUST FUND 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 RONALD MCDONALD HOUSE TRUST FUND 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 RONALD MCDONALD HOUSE TRUST FUND?
The 990 for the year ended December 31, 2025 names NATHAN GRAHAM.
Who are the officers and directors of RONALD MCDONALD HOUSE TRUST FUND?
The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does RONALD MCDONALD HOUSE TRUST FUND have?
On its 990 for the year ended December 31, 2025 it reported revenue of $119,066, expenses of $171,481 and total assets of $4,599,537 at year end.

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