Hallie Wilson Charitable Trust

Tax-deductible

Lexington, KY501(c)(3)EIN 61-6218165Revenue $164K in FY2026

On file with the IRSPo Box 1360, 40588-1360 · Lexington, KYTax-exempt since Nov 1994Supporting organization — 509(a)(3)

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This is a Charitable Trust created under the will of oscar Wilson whose only purpose is to make make Charitable gifts to various Charitable organizations

501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
$20K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2026 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $49K a year · 43% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$20K
to officers and key staff · 29% of spending
Worth a look: pay to officers and key staff is 29% of spending; over 20%.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 7.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$164K
+5% vs prior year
Spent
$69K
To programs
69%
Net assets
$1.5M
By yearFY2021–FY2026
Revenue
$164K
FY2026▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2021$117K
FY2022$74K
FY2023$80K
FY2024$87K
FY2025$157K
FY2026$164K
Expenses
$69K
FY2026▲ +1%
Tap a bar for its year
Expenses by fiscal year
FY2021$54K
FY2022$54K
FY2023$67K
FY2024$75K
FY2025$68K
FY2026$69K
Net assets
$1.5M
FY2026▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.3M
FY2022$1.3M
FY2023$1.3M
FY2024$1.3M
FY2025$1.4M
FY2026$1.5M

From the FY2026 Form 990 (year ending January 2026) · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Nov 1994.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $48K Management & general 31% · $21K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990; $20K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2025); the FY2026 filing did not itemize Part VII
$20,337Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2026FY2025FY2024FY2023FY2022FY2021
Central Bank & Trust Co$20,337$19,373$17,565$14,484$7,194$6,782

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Hallie Wilson Charitable Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Awards grants to other charitable organizations.

Questions for Hallie Wilson Charitable Trust

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Provided by the organization

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1 program · $48K · in their own filed words · FY2025
01

Distribution of income to charitable organizations as required by trust document

$48Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 25 grants · $249K · 2020–2025
St Gregorys AbbeyFY2025$9,600
Mount CalvaryCA · FY2025$9,600
Holy Cross MonasteryNY · FY2025$9,600
St Gregorys AbbeyFY2023$11,400
Mount CalvaryCA · FY2023$11,400
Holy Cross MonasteryNY · FY2023$11,400
St Gregorys AbbeyFY2022$10,400
Mount CalvaryCA · FY2022$10,400
Holy Cross MonasteryNY · FY2022$10,400
St Gregorys AbbeyFY2021$9,200
See all 25 grants →

By the numbers

The FY2026 990, line by line.

1The main four
Money inPt VIII
$164K
Ln 12
Investment incomeLn 3$164K
Money outPt IX
$69K
Ln 25
Programscol B$48K
Managementcol C$21K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$41K
Total assetsLn 16$1.5M
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$164K
Gains on assetsLn 7$102K
Total revenueLn 12$164K
Assets in detailPt X, end of year
CashLn 1$1
SavingsLn 2$41K
Cash and savings togetherLn 1–2$41K
InvestmentsLn 11–13$1.5M
Total assetsLn 16$1.5M
LiabilitiesLn 26$0
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJanuary
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY26End FY26
Cash and savingsLn 1–2$18K$41K
InvestmentsLn 11–13$1.4M$1.5M
Total assetsLn 16$1.4M$1.5M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.4M$1.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$48K$48K
Pay of current officers, directors and key staffLn 5$4K$4K
Accounting feesLn 11c$950$950
Investment management feesLn 11f$16K$16K
Other fees for servicesLn 11g$18$18
Total functional expensesLn 25$69K$48K$21K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest Viewing $164K$69K$95K$1.5M 990 PDF
FY2025 $157K$68K$88K$1.4M 990 PDF
FY2024 $87K$75K$11K$1.3M 990 PDF
FY2023 $80K$67K$14K$1.3M 990 PDF
FY2022 $74K$54K$20K$1.3M 990 PDF
FY2021 $117K$54K$63K$1.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2026 990 (6 parts)
Part I · Summary $164,487 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $156,787$164,487
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $156,787$164,487
I-13 Grants and similar amounts paidPrior year $48,000$48,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,875$4,067
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $16,423$17,238
I-18 Total expensesPrior year $68,298$69,305
I-19 Revenue less expensesPrior year $88,489$95,182
Part VI · Governance 4 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $164,487 across 3 lines filed
VIII-3 Investment incomeRelated to mission $62,478$62,478
VIII-7 Net gain or loss on sales of assetsRelated to mission $102,009$102,009
VIII-12 Total revenueRelated to mission $164,487 · Unrelated business $0 · Excluded from tax $0$164,487
Part IX · Statement of functional expenses $69,305 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $48,000$48,000
IX-5 Pay of current officers, directors and key staffManagement $4,067$4,067
IX-11c Accounting feesManagement $950$950
IX-11f Investment management feesManagement $16,270$16,270
IX-11g Other fees for servicesManagement $18$18
IX-25 Total functional expensesPrograms $48,000 · Management $21,305 · Fundraising $0$69,305
Part X · Balance sheet $1,528,977 assets, 7 lines filed
X-1 Cash, non-interest-bearing$1
X-2 Savings and temporary cash investmentsStart of year $17,537$41,043
X-11 Publicly traded securitiesStart of year $1,416,258$1,487,933
X-16 Total assetsStart of year $1,433,795$1,528,977
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $1,433,795$1,528,977
X-33 Total liabilities and net assetsStart of year $1,433,795$1,528,977
Part XI · Reconciliation of net assets $1,528,977 net assets at year end
XI-1 Total revenue$164,487
XI-2 Total expenses$69,305
XI-3 Revenue less expenses$95,182
XI-4 Net assets at start of year$1,433,795
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,528,977

Form 990 e-file (XML) FY2026 from the IRS · Classification, formation year and address from the IRS Business Master File

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