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Nonprofit · EIN 61-6218165

HALLIE WILSON CHARITABLE TRUST

Tax-exempt · LEXINGTON, KY 40588

Financials

$87K$75K2023$157K$68K2024$164K$69K2025
Revenue Expenses · by fiscal year end
Financials of HALLIE WILSON CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990$164,487$69,305$95,182$1,528,977$0$1,528,977
January 31, 2025990$156,787$68,298$88,489$1,433,795$0$1,433,795
January 31, 2024990$86,684$75,390$11,294$1,345,304$0$1,345,304
Financial details: 990 for the year ended January 31, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$164,487
Net gain from sales of assets
$102,009
Other revenue
$0

Expenses

Grants and similar amounts paid
$48,000
Compensation of officers, directors and key employees
$4,067
Salaries, compensation and benefits (total)
$4,067
Professional fundraising fees
$0
Accounting fees
$950
Program services (functional)
$48,000
Management and general (functional)
$21,305

Balance sheet and other

Total assets, start of year
$1,433,795
Total assets, end of year
$1,528,977
Total liabilities, end of year
$0
Net assets, end of year
$1,528,977
Publicly traded securities
$1,487,933
Gross receipts
$725,643
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 January 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
CENTRAL BANK & TRUST COTRUSTEE
Institutional trustee
5$20,337
990 for the year ended January 31, 2025: 1 people
NameTitleHours / weekCompensation
CENTRAL BANK & TRUST COTRUSTEE
Institutional trustee
5$19,373
990 for the year ended January 31, 2024: 1 people
NameTitleHours / weekCompensation
CENTRAL BANK & TRUST COTRUSTEE
Institutional trustee
5$17,565

Address and contacts

Address (IRS master file)
PO BOX 1360, LEXINGTON, KY 40588-1360
In care of
% CENTRAL BANK TTEE
Principal officer (990 for 2025)
ANNA HOVEKAMP, PO BOX 1360, LEXINGTON, KY 405881360
Signed the 990
ANNA HOVEKAMP, ADMINISTRATOR
Phone
(859) 253-6222
Return prepared by
ADDINGTON & MILLS PSC

Mission

DISTRIBUTION OF INCOME TO CHARITABLE ORGANIZATIONS SPECIFIED IN TRUST DOCUMENT

990 for the year ended January 31, 2026

Program accomplishments

  • DISTRIBUTION OF INCOME TO CHARITABLE ORGANIZATIONS AS REQUIRED BY TRUST DOCUMENT
    Expenses $48,000 · grants $48,000

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 January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990 on file
2024January 31, 2025June 16, 2025990 on file
2023January 31, 2024June 17, 2024990 on file

IRS record

EIN
61-6218165
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
January
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,528,977
Income (IRS master file)
$725,643

Filing history

FormYear endedRevenueExpensesAssetsReturn
990January 2026$164,487$69,305$1,528,977XML
990January 2025$156,787$68,298$1,433,795XML
990January 2024$86,684$75,390$1,345,304XML
990January 2023$80,476$66,884$1,334,010IRS
990January 2022–––IRS
990January 2021–––IRS
990January 2020–––IRS
990January 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 61-6218165).

Questions about HALLIE WILSON CHARITABLE TRUST

What is the EIN of HALLIE WILSON CHARITABLE TRUST?
The employer identification number (EIN) of HALLIE WILSON CHARITABLE TRUST is 61-6218165.
Is HALLIE WILSON CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to HALLIE WILSON CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does HALLIE WILSON CHARITABLE TRUST 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 HALLIE WILSON CHARITABLE TRUST due?
The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HALLIE WILSON CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended January 2026.
Who is the principal officer of HALLIE WILSON CHARITABLE TRUST?
The 990 for the year ended January 31, 2026 names ANNA HOVEKAMP.
Who are the officers and directors of HALLIE WILSON CHARITABLE TRUST?
The 990 for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $20,337 (CENTRAL BANK & TRUST CO, TRUSTEE).
How much revenue does HALLIE WILSON CHARITABLE TRUST have?
On its 990 for the year ended January 31, 2026 it reported revenue of $164,487, expenses of $69,305 and total assets of $1,528,977 at year end.

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