Nonprofit · EIN 61-6072918
ANNIE BELL PERKINS TR UA
Tax-exempt · DANVILLE, KY 40422
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,346 | $4,035 | $311 | $52,837 | $0 | $52,837 |
| December 31, 2024 | 990-PF | $4,148 | $3,916 | $232 | $52,526 | $0 | $52,526 |
| December 31, 2023 | 990-PF | $3,589 | $3,699 | -$110 | $52,294 | $0 | $52,294 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $2,337
- Net gain from sales of assets
- $2,009
Expenses
- Grants and similar amounts paid
- $3,032
- Compensation of officers, directors and key employees
- $500
- Disbursements for charitable purposes
- $3,032
- Excise tax on investment income
- $47
Balance sheet and other
- Total assets, start of year
- $52,526
- Total assets, end of year
- $52,837
- Total liabilities, end of year
- $0
- Net assets, end of year
- $52,837
- Fair market value of assets
- $63,509
- Qualifying distributions
- $3,032
- Net investment income
- $4,346
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 |
|---|---|---|---|
| KENTUCKY TRUST COMPANY 218 WEST MAIN STREET, DANVILLE, KY 40422 | TRUSTEE | 0.25 | $500 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENTUCKY TRUST COMPANY 218 WEST MAIN STREET, DANVILLE, KY 40422 | TRUSTEE | 0.25 | $500 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENTUCKY TRUST COMPANY 218 WEST MAIN STREET, DANVILLE, KY 40422 | TRUSTEE | 0.25 | $500 |
Address and contacts
- Address (IRS master file)
- 218 W MAIN ST, DANVILLE, KY 40422-1812
- In care of
- % KENTUCKY TRUST COMPANY INC
- Signed the 990-PF
- KENTUCKY TRUST COMPANY, TRUSTEE
- Phone
- (859) 239-9000
- Return prepared by
- KERBAUGH RODES & BUTLER PLLC
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
- 61-6072918
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $52,837
- Income (IRS master file)
- $5,367
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,346 | $4,035 | $52,837 | IRS |
| 990-PF | December 2024 | $4,148 | $3,916 | $52,526 | XML |
| 990-PF | December 2023 | $3,589 | $3,699 | $52,294 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 61-6072918).
Questions about ANNIE BELL PERKINS TR UA
- What is the EIN of ANNIE BELL PERKINS TR UA?
- The employer identification number (EIN) of ANNIE BELL PERKINS TR UA is 61-6072918.
- Is ANNIE BELL PERKINS TR UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to ANNIE BELL PERKINS TR UA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNIE BELL PERKINS TR UA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNIE BELL PERKINS TR 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 ANNIE BELL PERKINS TR 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 ANNIE BELL PERKINS TR UA?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $500 (KENTUCKY TRUST COMPANY, TRUSTEE).
- How much revenue does ANNIE BELL PERKINS TR UA have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,346, expenses of $4,035 and total assets of $52,837 at year end.
Other nonprofits in DANVILLE
- POWELL FAMILY CHARITABLE FOUNDATION INC EIN 45-4426031 · last filed 990-PF for 2025
- CHIARA MARIA LEVIN CHARITABLE TRUST EIN 26-1292964 · last filed 990-PF for 2025
- LITTLE FAMILY FOUNDATION INC EIN 87-3734325 · last filed 990-PF for 2025
- FRANKLYN WHITE CHARITABLE TR EIN 61-6248376 · last filed 990-PF for 2025
- BOYLE COUNTY EDUCATION FOUNDATION INC EIN 20-8375080 · last filed 990 for 2025
- MYERS FAMILY FOUNDATION INC EIN 61-1293340 · last filed 990-PF for 2025
- JB & ERICA HOLMES FOUNDATION INC EIN 81-3879386 · last filed 990-PF for 2025
- RECOVERY ROADHOUSE INC EIN 61-1454384 · last filed 990-N for 2025
All nonprofits in DANVILLE · Kentucky · Philanthropy, voluntarism and grantmaking foundations