Nonprofit · EIN 62-6193118
ARTHUR HALE TRUST UA
Also known as 60800422
Tax-exempt · KNOXVILLE, TN 37929
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $111,090 | $121,062 | -$9,972 | $1,518,022 | $0 | $1,518,022 |
| December 31, 2024 | 990-PF | $69,672 | $111,907 | -$42,235 | $1,529,338 | $0 | $1,529,338 |
| December 31, 2023 | 990-PF | $93,607 | $113,003 | -$19,396 | $1,570,620 | $0 | $1,570,620 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $65,042
- Net gain from sales of assets
- $45,700
- Other income
- $348
Expenses
- Grants and similar amounts paid
- $91,881
- Compensation of officers, directors and key employees
- $27,810
- Disbursements for charitable purposes
- $105,786
- Excise tax on investment income
- $1,327
Balance sheet and other
- Total assets, start of year
- $1,529,338
- Total assets, end of year
- $1,518,022
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,518,022
- Fair market value of assets
- $2,321,809
- Qualifying distributions
- $105,786
- Net investment income
- $110,742
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 |
|---|---|---|---|
| FIRST HORIZON BANK TRUST DIVISION 800 S GAY STREET, KNOXVILLE, TN 379951230 | TRUSTEE | 0 | $27,810 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST HORIZON BANK TRUST DIVISION 800 S GAY STREET, KNOXVILLE, TN 379951230 | TRUSTEE | 0 | $26,603 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST HORIZON BANK TRUST DIVISION 800 S GAY STREET, KNOXVILLE, TN 379951230 | TRUSTEE | 0 | $24,790 |
Address and contacts
- Address (IRS master file)
- 800 S GAY STREET, KNOXVILLE, TN 37929-9729
- In care of
- % FIRST TENN BANK N A
- Signed the 990-PF
- FIRST HORIZON BANK, VICE PRESIDENT
- Phone
- (865) 582-3865
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
- 62-6193118
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $1,518,022
- Income (IRS master file)
- $998,526
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $111,090 | $121,062 | $1,518,022 | IRS |
| 990-PF | December 2024 | $69,672 | $111,907 | $1,529,338 | IRS |
| 990-PF | December 2023 | $93,607 | $113,003 | $1,570,620 | 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 62-6193118).
Questions about ARTHUR HALE TRUST UA
- What is the EIN of ARTHUR HALE TRUST UA?
- The employer identification number (EIN) of ARTHUR HALE TRUST UA is 62-6193118.
- Is ARTHUR HALE TRUST UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ARTHUR HALE TRUST UA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ARTHUR HALE TRUST UA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ARTHUR HALE TRUST UA 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 ARTHUR HALE TRUST UA 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 ARTHUR HALE TRUST UA?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $27,810 (FIRST HORIZON BANK, TRUSTEE).
- How much revenue does ARTHUR HALE TRUST UA have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $111,090, expenses of $121,062 and total assets of $1,518,022 at year end.
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