Nonprofit · EIN 61-6128462
JACOB C KOCH CHARITABLE TRUST 38 0400 00
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $125,803 | $142,009 | -$16,206 | $854,182 | $0 | $854,182 |
| May 31, 2024 | 990-PF | $42,125 | $15,993 | $26,132 | $870,479 | $0 | $870,479 |
| May 31, 2023 | 990-PF | $52,709 | $141,843 | -$89,134 | $844,357 | $0 | $844,357 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $24,844
- Net gain from sales of assets
- $100,959
Expenses
- Grants and similar amounts paid
- $124,682
- Compensation of officers, directors and key employees
- $15,513
- Disbursements for charitable purposes
- $129,460
- Excise tax on investment income
- $1,581
Balance sheet and other
- Total assets, start of year
- $870,479
- Total assets, end of year
- $854,182
- Total liabilities, end of year
- $0
- Net assets, end of year
- $854,182
- Fair market value of assets
- $1,119,675
- Qualifying distributions
- $129,460
- Net investment income
- $125,718
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STOCK YARDS BANK TRUST CO 200 SOUTH FIFTH STREET, LOUISVILLE, KY 20202 | TRUSTEE | 1 | $15,513 |
| JEFF FILCIK 200 SOUTH FIFTH STREET, LOUISVILLE, KY 40202 | VICE PRES | 1 | $0 |
| KATHY THOMPSON 200 SOUTH FIFTH STREET, LOUISVILLE, KY 40202 | SR V P | 1 | $0 |
| LEONARD KAUFMAN 1007 ALTA CIRCLE, LOUISVILLE, KY 40205 | DIRECTOR | 1 | $0 |
990-PF for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STOCK YARDS BANK TRUST CO 200 SOUTH FIFTH STREET, LOUISVILLE, KY 20202 | TRUSTEE | 1 | $14,773 |
| JEFF FILCIK 200 SOUTH FIFTH STREET, LOUISVILLE, KY 40202 | VICE PRES | 1 | $0 |
| KATHY THOMPSON 200 SOUTH FIFTH STREET, LOUISVILLE, KY 40202 | SR V P | 1 | $0 |
| LEONARD KAUFMAN 1007 ALTA CIRCLE, LOUISVILLE, KY 40205 | DIRECTOR | 1 | $0 |
990-PF for the year ended May 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STOCK YARDS BANK TRUST CO 200 SOUTH FIFTH STREET, LOUISVILLE, KY 20202 | TRUSTEE | 1 | $15,074 |
| JEFF FILCIK 200 SOUTH FIFTH STREET, LOUISVILLE, KY 40202 | VICE PRES | 1 | $0 |
| KATHY THOMPSON 200 SOUTH FIFTH STREET, LOUISVILLE, KY 40202 | SR V P | 1 | $0 |
| LEONARD KAUFMAN 1007 ALTA CIRCLE, LOUISVILLE, KY 40205 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O STOCK YARDS BK TR CO P O BOX, LOUISVILLE, KY 40232-0000
- Signed the 990-PF
- CYNTHIA WALTERS, TRUSTEE
- Phone
- (502) 625-2282
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 61-6128462
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $854,182
- Income (IRS master file)
- $331,174
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $125,803 | $142,009 | $854,182 | XML |
| 990-PF | May 2024 | $42,125 | $15,993 | $870,479 | XML |
| 990-PF | May 2023 | $52,709 | $141,843 | $844,357 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | 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 61-6128462).
Questions about JACOB C KOCH CHARITABLE TRUST 38 0400 00
- What is the EIN of JACOB C KOCH CHARITABLE TRUST 38 0400 00?
- The employer identification number (EIN) of JACOB C KOCH CHARITABLE TRUST 38 0400 00 is 61-6128462.
- Is JACOB C KOCH CHARITABLE TRUST 38 0400 00 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does JACOB C KOCH CHARITABLE TRUST 38 0400 00 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACOB C KOCH CHARITABLE TRUST 38 0400 00 due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACOB C KOCH CHARITABLE TRUST 38 0400 00 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of JACOB C KOCH CHARITABLE TRUST 38 0400 00?
- The 990-PF for the year ended May 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $15,513 (STOCK YARDS BANK TRUST CO, TRUSTEE).
- How much revenue does JACOB C KOCH CHARITABLE TRUST 38 0400 00 have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $125,803, expenses of $142,009 and total assets of $854,182 at year end.
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