Nonprofit · EIN 62-6034546
ORION & EMMA B HURLBURT TR FBO MEMORIAL FD HAMILTON NATL BK TTEE
Tax-exempt · CHATTANOOGA, TN 37402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $2,231,981 | $1,439,499 | $792,482 | $23,350,778 | $0 | $23,350,778 |
| April 30, 2024 | 990-PF | $1,446,455 | $1,425,959 | $20,496 | $22,558,296 | $0 | $22,558,296 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $669,681
- Net gain from sales of assets
- $1,562,244
- Other income
- $56
Expenses
- Grants and similar amounts paid
- $1,180,000
- Compensation of officers, directors and key employees
- $49,545
- Disbursements for charitable purposes
- $1,249,145
- Excise tax on investment income
- $28,379
Balance sheet and other
- Total assets, start of year
- $22,558,296
- Total assets, end of year
- $23,350,778
- Total liabilities, end of year
- $0
- Net assets, end of year
- $23,350,778
- Fair market value of assets
- $27,043,543
- Qualifying distributions
- $1,249,145
- Net investment income
- $2,231,981
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR FRANK C KIMSEY 1511 CARROLL LN, CHATTANOOGA, TN 37405 | DIRECTOR | 5 | $27,250 |
| DR JOHN F BOXELL 100 E THIRD ST, CHATTANOOGA, TN 37403 | DIRECTOR | 5 | $22,295 |
| JONATHON S RANSOM 701 MARKET ST, CHATTANOOGA, TN 37402 | DIRECTOR | 5 | $0 |
990-PF for the year ended April 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR FRANK C KIMSEY 1511 CARROLL LN, CHATTANOOGA, TN 37405 | DIRECTOR | 5 | $23,951 |
| DR JOHN F BOXELL 100 E THIRD ST, CHATTANOOGA, TN 37403 | DIRECTOR | 5 | $19,597 |
| JONATHON S RANSOM 701 MARKET ST, CHATTANOOGA, TN 37402 | DIRECTOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 701 MARKET STREET, CHATTANOOGA, TN 37402-4828
- Signed the 990-PF
- KATIE H BYRUM JD, V. P. TRUST OFFICER FIRST HORIZON
- Phone
- (423) 757-4440
- Return prepared by
- JOHNSON HICKEY & MURCHISON PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 62-6034546
- 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
- 1975
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $23,350,778
- Income (IRS master file)
- $11,705,993
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $2,231,981 | $1,439,499 | $23,350,778 | IRS |
| 990-PF | April 2024 | $1,446,455 | $1,425,959 | $22,558,296 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2020 | – | – | – | IRS |
| 990-PF | April 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 62-6034546).
Questions about ORION & EMMA B HURLBURT TR FBO MEMORIAL FD HAMILTON NATL BK TTEE
- What is the EIN of ORION & EMMA B HURLBURT TR FBO MEMORIAL FD HAMILTON NATL BK TTEE?
- The employer identification number (EIN) of ORION & EMMA B HURLBURT TR FBO MEMORIAL FD HAMILTON NATL BK TTEE is 62-6034546.
- Is ORION & EMMA B HURLBURT TR FBO MEMORIAL FD HAMILTON NATL BK TTEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to ORION & EMMA B HURLBURT TR FBO MEMORIAL FD HAMILTON NATL BK TTEE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ORION & EMMA B HURLBURT TR FBO MEMORIAL FD HAMILTON NATL BK TTEE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ORION & EMMA B HURLBURT TR FBO MEMORIAL FD HAMILTON NATL BK TTEE due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORION & EMMA B HURLBURT TR FBO MEMORIAL FD HAMILTON NATL BK TTEE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of ORION & EMMA B HURLBURT TR FBO MEMORIAL FD HAMILTON NATL BK TTEE?
- The 990-PF for the year ended April 30, 2025 lists 3 people; 2 received compensation from the organization, the highest $27,250 (DR FRANK C KIMSEY, DIRECTOR).
- How much revenue does ORION & EMMA B HURLBURT TR FBO MEMORIAL FD HAMILTON NATL BK TTEE have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $2,231,981, expenses of $1,439,499 and total assets of $23,350,778 at year end.
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