Nonprofit · EIN 61-6232654
PUBLIC LIFE FOUNDATION OF OWENSBORO INC
Tax-exempt · OWENSBORO, KY 42301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $608,750 | $4,825,533 | -$4,216,783 | $2,394,430 | $5,971 | $2,388,459 |
| December 31, 2024 | 990-PF | $918,265 | $1,199,204 | -$280,939 | $5,604,886 | $5,699 | $5,599,187 |
| December 31, 2023 | 990-PF | $404,359 | $759,202 | -$354,843 | $5,885,642 | $5,516 | $5,880,126 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $65,626
- Interest
- $68,631
- Net gain from sales of assets
- $473,709
- Other income
- $784
Expenses
- Grants and similar amounts paid
- $4,431,690
- Compensation of officers, directors and key employees
- $149,883
- Disbursements for charitable purposes
- $4,761,133
- Excise tax on investment income
- $7,804
Balance sheet and other
- Total assets, start of year
- $5,604,886
- Total assets, end of year
- $2,394,430
- Total liabilities, end of year
- $5,971
- Net assets, end of year
- $2,388,459
- Fair market value of assets
- $2,708,488
- Qualifying distributions
- $4,761,133
- Net investment income
- $608,099
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 | Other / benefits |
|---|---|---|---|---|
| JOE BERRY 401 FREDERICA STREET, OWENSBORO, KY 42301 | PRESIDENT | 40 | $107,763 | $3,198 |
| KATHY STROBEL 401 FREDERICA STREET, OWENSBORO, KY 42301 | SECRETARY | 40 | $42,120 | $1,273 |
| DAVID BOEYINK 401 FREDERICA STREET, OWENSBORO, KY 42301 | DIRECTOR | 1 | $12,025 | $0 |
| JANET LAND 3824 DELL COURT, OWENSBORO, KY 42301 | DIRECTOR | 1 | $3,000 | $0 |
| WILLIAM G SPECIALE 53 STATE ST 39TH FLOOR, BOSTON, MA 02109 | DIRECTOR-TREASURER | 1 | $0 | $0 |
| SARAH HAGER WOOD 1904 GRIFFITH PLACE WEST, OWENSBORO, KY 42301 | DIRECTOR-CHAIR | 1 | $0 | $0 |
| BRUCE WILLIAM HAGER 2805 AMBLESIDE PL, CINCINNATI, OH 45208 | DIRECTOR-VICE CHAIR | 1 | $0 | $0 |
| JOHN S JR HAGER 7308 NUBBIN RIDGE DRIVE, KNOXVILLE, TN 37919 | DIRECTOR | 1 | $0 | $0 |
| SUSAN HAGER ALFORD 1637 GRIFFITH AVENUE, OWENSBORO, KY 42301 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOE BERRY 401 FREDERICA STREET, OWENSBORO, KY 42301 | PRESIDENT | 40 | $100,837 | $3,025 |
| KATHY STROBEL 401 FREDERICA STREET, OWENSBORO, KY 42301 | SECRETARY | 40 | $40,153 | $1,205 |
| DAVID BOEYINK 401 FREDERICA STREET, OWENSBORO, KY 42301 | DIRECTOR | 1 | $24,815 | $0 |
| JANET LAND 3824 DELL COURT, OWENSBORO, KY 42301 | DIRECTOR | 1 | $3,000 | $0 |
| SUSAN HAGER ALFORD 1637 GRIFFITH AVENUE, OWENSBORO, KY 42301 | DIRECTOR-TREASURER | 1 | $0 | $0 |
| SARAH HAGER WOOD 1904 GRIFFITH PLACE WEST, OWENSBORO, KY 42301 | DIRECTOR-CHAIR | 1 | $0 | $0 |
| BRUCE WILLIAM HAGER 2805 AMBLESIDE PL, CINCINNATI, OH 45208 | DIRECTOR-VICE CHAIR | 1 | $0 | $0 |
| JOHN S JR HAGER 7308 NUBBIN RIDGE DRIVE, KNOXVILLE, TN 37919 | DIRECTOR | 1 | $0 | $0 |
| WILLIAM G SPECIALE 100 HIGH STREET SUITE 1110, BOSTON, MA 02110 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOE BERRY 401 FREDERICA STREET, OWENSBORO, KY 42301 | PRESIDENT | 40 | $96,837 | $2,905 |
| KATHY STROBEL 401 FREDERICA STREET, OWENSBORO, KY 42301 | SECRETARY | 40 | $37,506 | $1,125 |
| DAVID BOEYINK 401 FREDERICA STREET, OWENSBORO, KY 42301 | DIRECTOR | 1 | $23,454 | $0 |
| JANET LAND 3824 DELL COURT, OWENSBORO, KY 42301 | DIRECTOR | 1 | $6,000 | $0 |
| SUSAN HAGER ALFORD 1637 GRIFFITH AVENUE, OWENSBORO, KY 42301 | DIRECTOR-TREASURER | 1 | $0 | $0 |
| SARAH HAGER WOOD 1904 GRIFFITH PLACE WEST, OWENSBORO, KY 42301 | DIRECTOR-CHAIR | 1 | $0 | $0 |
| BRUCE WILLIAM HAGER 2805 AMBLESIDE PL, CINCINNATI, OH 45208 | DIRECTOR-VICE CHAIR | 1 | $0 | $0 |
| JOHN S JR HAGER 7308 NUBBIN RIDGE DRIVE, KNOXVILLE, TN 37919 | DIRECTOR | 1 | $0 | $0 |
| WILLIAM G SPECIALE 100 HIGH STREET SUITE 1110, BOSTON, MA 02110 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 401 FREDERICA STREET BLDG B 203, OWENSBORO, KY 42301-6297
- In care of
- % ALEXANDER & CO
- Signed the 990-PF
- RODNEY BERRY, PRESIDENT
- Phone
- (270) 685-2652
- Website
- WWW.PLFO.ORG
- Return prepared by
- CERITY PARTNERS
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
- 61-6232654
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $2,394,430
- Income (IRS master file)
- $4,119,581
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $608,750 | $4,825,533 | $2,394,430 | XML |
| 990-PF | December 2024 | $918,265 | $1,199,204 | $5,604,886 | IRS |
| 990-PF | December 2023 | $404,359 | $759,202 | $5,885,642 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 61-6232654).
Questions about PUBLIC LIFE FOUNDATION OF OWENSBORO INC
- What is the EIN of PUBLIC LIFE FOUNDATION OF OWENSBORO INC?
- The employer identification number (EIN) of PUBLIC LIFE FOUNDATION OF OWENSBORO INC is 61-6232654.
- Is PUBLIC LIFE FOUNDATION OF OWENSBORO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to PUBLIC LIFE FOUNDATION OF OWENSBORO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does PUBLIC LIFE FOUNDATION OF OWENSBORO INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PUBLIC LIFE FOUNDATION OF OWENSBORO 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 PUBLIC LIFE FOUNDATION OF OWENSBORO 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 PUBLIC LIFE FOUNDATION OF OWENSBORO INC?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 4 received compensation from the organization, the highest $107,763 (JOE BERRY, PRESIDENT).
- How much revenue does PUBLIC LIFE FOUNDATION OF OWENSBORO INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $608,750, expenses of $4,825,533 and total assets of $2,394,430 at year end.
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