Nonprofit · EIN 61-6186192
JAMES B MOORE TR
Tax-exempt · LEXINGTON, KY 40503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $100,880 | $107,463 | -$6,583 | $2,044,905 | $0 | $2,044,905 |
| December 31, 2024 | 990-PF | $201,012 | $94,497 | $106,515 | $2,051,488 | $0 | $2,051,488 |
| December 31, 2023 | 990-PF | $1,981,604 | $38,696 | $1,942,908 | $1,942,908 | $0 | $1,942,908 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $70,733
- Net gain from sales of assets
- $30,147
Expenses
- Grants and similar amounts paid
- $62,500
- Compensation of officers, directors and key employees
- $34,703
- Disbursements for charitable purposes
- $89,172
- Excise tax on investment income
- $1,190
Balance sheet and other
- Total assets, start of year
- $2,051,488
- Total assets, end of year
- $2,044,905
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,044,905
- Fair market value of assets
- $2,949,529
- Qualifying distributions
- $151,172
- Net investment income
- $100,583
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 |
|---|---|---|---|
| CUMBERLAND VALLEY NATIONAL BANK 383 MADISON AVE, NEW YORK, NY 10017 | TRUSTEE | 1 | $34,703 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN 383 MADISON AVE, NEW YORK, NY 10017 | TRUSTEE | 1 | $26,476 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN 383 MADISON AVE, NEW YORK, NY 10017 | TRUSTEE | 1 | $26,623 |
Address and contacts
- Address (IRS master file)
- 1721 NICHOLASVILLE RD, LEXINGTON, KY 40503-1428
- In care of
- % BANK ONE TRUST
- Signed the 990-PF
- CUMBERLAND VALLEY NATIONAL BANK, TRUSTEE
- Phone
- (606) 878-7010
- Return prepared by
- DELOITTE TAX 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
- 61-6186192
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,044,905
- Income (IRS master file)
- $271,677
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $100,880 | $107,463 | $2,044,905 | IRS |
| 990-PF | December 2024 | $201,012 | $94,497 | $2,051,488 | IRS |
| 990-PF | December 2023 | $1,981,604 | $38,696 | $1,942,908 | XML |
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 61-6186192).
Questions about JAMES B MOORE TR
- What is the EIN of JAMES B MOORE TR?
- The employer identification number (EIN) of JAMES B MOORE TR is 61-6186192.
- Is JAMES B MOORE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to JAMES B MOORE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES B MOORE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES B MOORE 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 JAMES B MOORE 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 JAMES B MOORE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $34,703 (CUMBERLAND VALLEY NATIONAL BANK, TRUSTEE).
- How much revenue does JAMES B MOORE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $100,880, expenses of $107,463 and total assets of $2,044,905 at year end.
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