Nonprofit · EIN 61-6144664
JOSEPH C FERRE RVOC CHARITABLE TR
Tax-exempt · LOUISVILLE, KY 40201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $558,175 | $255,926 | $302,249 | $3,358,539 | $0 | $3,358,539 |
| December 31, 2024 | 990-PF | $305,213 | $233,817 | $71,396 | $3,059,134 | $0 | $3,059,134 |
| December 31, 2023 | 990-PF | $135,329 | $227,994 | -$92,665 | $2,988,995 | $0 | $2,988,995 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $125,864
- Net gain from sales of assets
- $432,311
Expenses
- Grants and similar amounts paid
- $205,275
- Compensation of officers, directors and key employees
- $38,157
- Disbursements for charitable purposes
- $215,714
- Excise tax on investment income
- $7,339
Balance sheet and other
- Total assets, start of year
- $3,059,134
- Total assets, end of year
- $3,358,539
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,358,539
- Fair market value of assets
- $4,372,911
- Qualifying distributions
- $215,714
- Net investment income
- $558,175
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 |
|---|---|---|---|
| Stock Yards Bank Trust Co P O Box 34290, Louisville, KY 402324290 | Trustee | 1 | $38,157 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stock Yards Bank Trust Co P O Box 34290, Louisville, KY 402324290 | Trustee | 1 | $36,960 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stock Yards Bank Trust Co P O Box 34290, Louisville, KY 402324290 | Trustee | 1 | $34,191 |
Address and contacts
- Address (IRS master file)
- PO BOX 3, LOUISVILLE, KY 40201-0003
- In care of
- % STOCK YARDS BK & TR CO TTEE
- 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 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
- 61-6144664
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,358,539
- Income (IRS master file)
- $2,145,579
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $558,175 | $255,926 | $3,358,539 | IRS |
| 990-PF | December 2024 | $305,213 | $233,817 | $3,059,134 | IRS |
| 990-PF | December 2023 | $135,329 | $227,994 | $2,988,995 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 61-6144664).
Questions about JOSEPH C FERRE RVOC CHARITABLE TR
- What is the EIN of JOSEPH C FERRE RVOC CHARITABLE TR?
- The employer identification number (EIN) of JOSEPH C FERRE RVOC CHARITABLE TR is 61-6144664.
- Is JOSEPH C FERRE RVOC CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to JOSEPH C FERRE RVOC CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH C FERRE RVOC CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH C FERRE RVOC CHARITABLE TR 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 JOSEPH C FERRE RVOC CHARITABLE TR 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 JOSEPH C FERRE RVOC CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $38,157 (Stock Yards Bank Trust Co, Trustee).
- How much revenue does JOSEPH C FERRE RVOC CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $558,175, expenses of $255,926 and total assets of $3,358,539 at year end.
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