Faulkner Family Charitable Trust

Private foundation Olive Hill, KY EIN: 39-6987426

Faulkner Family Charitable Trust is a private foundation, based in Olive Hill, KY. IRS filing data is available for 2025. As of 2025, the organization holds $2.3M in total assets. Net investment income was $9K.

Key facts about Faulkner Family Charitable Trust

EIN
39-6987426
Latest 990 filing
Form 990-PF, 2025
Total assets
$2,251,218

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.3M

Revenue

$2.3M

Net Investment Income

$9K

Expenses

$185

Under IRS private-foundation payout rules, Faulkner Family Charitable Trust reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$1M$2M$3M2025
Metric2025
Total Assets$2,251,218
Revenue$2,263,244
Expenses$185
Net Investment Income$9,210
Distributable Amount$8,424

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 27, 2026)

Leadership & Key People

Officers and directors from IRS filings

Faulkner Family Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Alice Nauman

    Trustee

    New on the 2025 filing

    10 hrs/week

    No compensation reported

  • Marcy Janes

    Trustee

    New on the 2025 filing

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Faulkner Family Charitable Trust

How large is Faulkner Family Charitable Trust?

Faulkner Family Charitable Trust reported $2.3M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $2.3M.

How much is Faulkner Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Faulkner Family Charitable Trust reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Faulkner Family Charitable Trust's EIN?

Faulkner Family Charitable Trust's EIN (Employer Identification Number) is 39-6987426. IRS Form 990 filing data is available on this page for 2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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