Nonprofit · EIN 52-6194641
LIDA F THURMAN TR UW 3401077700
Also known as BANK OF BLUEGRASS TR & SUCC TTEE
Tax-exempt · LEXINGTON, KY 40503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $358,244 | $187,278 | $170,966 | $3,795,525 | $0 | $3,795,525 |
| December 31, 2024 | 990 | $177,167 | $178,665 | -$1,498 | $3,504,186 | $0 | $3,504,186 |
| December 31, 2023 | 990 | $308,085 | $178,672 | $129,413 | $3,159,781 | $0 | $3,159,781 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $358,244
- Net gain from sales of assets
- $280,144
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $158,522
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,220
- Accounting fees
- $650
- Program services (functional)
- $158,826
- Management and general (functional)
- $28,452
Balance sheet and other
- Total assets, start of year
- $3,504,186
- Total assets, end of year
- $3,795,525
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,795,525
- Publicly traded securities
- $2,665,207
- Gross receipts
- $862,551
- Employees
- 0
- Year formed
- 1965
- State of legal domicile
- KY
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHUCK BALDECCHI | TRUSTEE Trustee or director, Officer | – | $0 |
| MATT LUTZ | TRUSTEE Trustee or director, Officer | – | $0 |
| MARC MATTHEWS | TRUSTEE Trustee or director, Officer | – | $0 |
| BOB MAY | TRUSTEE Trustee or director, Officer | – | $0 |
| BETH PREWITT | TRUSTEE Trustee or director, Officer | – | $0 |
| BANK OF THE BLUEGRASS & TRUST CO INSTITUTIONAL TRUSTEE | INSTITUTIONA Institutional trustee | – | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHUCK BALDECCHI | TRUSTEE Trustee or director, Officer | – | $0 |
| MATT LUTZ | TRUSTEE Trustee or director, Officer | – | $0 |
| MARC MATTHEWS | TRUSTEE Trustee or director, Officer | – | $0 |
| BOB MAY | TRUSTEE Trustee or director, Officer | – | $0 |
| BETH PREWITT | TRUSTEE Trustee or director, Officer | – | $0 |
| BANK OF THE BLUEGRASS & TRUST CO INSTITUTIONAL TRUSTEE | INSTITUTIONA Institutional trustee | – | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHUCK BALDECCHI | TRUSTEE Trustee or director, Officer | – | $0 |
| MATT LUTZ | TRUSTEE Trustee or director, Officer | – | $0 |
| MARC MATTHEWS | TRUSTEE Trustee or director, Officer | – | $0 |
| BOB MAY | TRUSTEE Trustee or director, Officer | – | $0 |
| BETH PREWITT | TRUSTEE Trustee or director, Officer | – | $0 |
| BANK OF THE BLUEGRASS & TRUST CO INSTITUTIONAL TRUSTEE | INSTITUTIONA Institutional trustee | – | $0 |
Address and contacts
- Address (IRS master file)
- 215 SOUTHLAND DR, LEXINGTON, KY 40503-1928
- In care of
- % JEFF SCHRIEFER
- Principal officer (990 for 2025)
- BANK OF THE BLUEGRASS & TRUST CO INSTITUTIONAL TRUSTEE, 101 EAST HIGH STREET, LEXINGTON, KY 40507
- Signed the 990
- BANK OF THE BLUEGRASS TRUST CO, INSTITUTIONAL TRUSTE
- Phone
- (859) 233-8929
- Return prepared by
- SWITZER MCGAUGHEY & KING PSC
Mission
SUPPORT OF THE CHRIST CHURCH EPISCOPAL LEXINGTON, KY.
Program accomplishments
- TO PROVIDE DEDICATED PROGRAM SUPPORT TO AND FOR THE CHRIST CHURCH EPISCOPAL, LEXINGTON, KY.Expenses $158,826 · grants $158,522
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-6194641
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Exempt since
- 1978
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X110)
- Assets (IRS master file)
- $3,795,525
- Income (IRS master file)
- $862,551
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $358,244 | $187,278 | $3,795,525 | XML |
| 990 | December 2024 | $177,167 | $178,665 | $3,504,186 | XML |
| 990 | December 2023 | $308,085 | $178,672 | $3,159,781 | XML |
| 990 | December 2022 | $136,676 | $140,642 | $2,864,407 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 52-6194641).
Questions about LIDA F THURMAN TR UW 3401077700
- What is the EIN of LIDA F THURMAN TR UW 3401077700?
- The employer identification number (EIN) of LIDA F THURMAN TR UW 3401077700 is 52-6194641.
- Is LIDA F THURMAN TR UW 3401077700 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Which annual return does LIDA F THURMAN TR UW 3401077700 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIDA F THURMAN TR UW 3401077700 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 LIDA F THURMAN TR UW 3401077700 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LIDA F THURMAN TR UW 3401077700?
- The 990 for the year ended December 31, 2025 names BANK OF THE BLUEGRASS & TRUST CO INSTITUTIONAL TRUSTEE.
- Who are the officers and directors of LIDA F THURMAN TR UW 3401077700?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does LIDA F THURMAN TR UW 3401077700 have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $358,244, expenses of $187,278 and total assets of $3,795,525 at year end.
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