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Nonprofit · EIN 61-6188401

DELMAS CLARDY MEMORIAL UNITRUST FBO KY WESLEYAN

Tax-exempt · OWENSBORO, KY 42302

Financials

$51K$131K2023$158K$128K2024$130K$139K2025
Revenue Expenses · by fiscal year end
Financials of DELMAS CLARDY MEMORIAL UNITRUST FBO KY WESLEYAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$130,349$138,761-$8,412$2,001,508$0$2,001,508
December 31, 2024990-PF$157,595$128,094$29,501$2,009,920$0$2,009,920
December 31, 2023990-PF$51,209$130,523-$79,314$1,980,419$0$1,980,419
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$64,981
Net gain from sales of assets
$65,368

Expenses

Grants and similar amounts paid
$111,019
Compensation of officers, directors and key employees
$23,048
Disbursements for charitable purposes
$111,019
Excise tax on investment income
$1,426

Balance sheet and other

Total assets, start of year
$2,009,920
Total assets, end of year
$2,001,508
Total liabilities, end of year
$0
Net assets, end of year
$2,001,508
Fair market value of assets
$2,451,302
Qualifying distributions
$111,019
Net investment income
$130,349

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.

NameTitleHours / weekCompensation
INDEPENDENCE BANK
PO BOX 948, OWENSBORO, KY 423020948
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
INDEPENDENCE BANK
PO BOX 948, OWENSBORO, KY 423020948
TRUSTEE1$22,221
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
INDEPENDENCE BANK
PO BOX 948, OWENSBORO, KY 423020948
TRUSTEE1$20,721

Address and contacts

Address (IRS master file)
PO BOX 948, OWENSBORO, KY 42302-0948
In care of
% INDEPENDENCE BANK TRUST DEPT
Signed the 990-PF
INDEPENDENCE BANK, TRUSTEE
Phone
(270) 689-9861
Return prepared by
EBELHAR WHITEHEAD 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
61-6188401
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
2000
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B11)
Assets (IRS master file)
$2,001,508
Income (IRS master file)
$583,754

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$130,349$138,761$2,001,508IRS
990-PFDecember 2024$157,595$128,094$2,009,920IRS
990-PFDecember 2023$51,209$130,523$1,980,419XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 61-6188401).

Questions about DELMAS CLARDY MEMORIAL UNITRUST FBO KY WESLEYAN

What is the EIN of DELMAS CLARDY MEMORIAL UNITRUST FBO KY WESLEYAN?
The employer identification number (EIN) of DELMAS CLARDY MEMORIAL UNITRUST FBO KY WESLEYAN is 61-6188401.
Is DELMAS CLARDY MEMORIAL UNITRUST FBO KY WESLEYAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to DELMAS CLARDY MEMORIAL UNITRUST FBO KY WESLEYAN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DELMAS CLARDY MEMORIAL UNITRUST FBO KY WESLEYAN file?
Form 990-PF. Private foundations file every year.
When is the next return of DELMAS CLARDY MEMORIAL UNITRUST FBO KY WESLEYAN 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 DELMAS CLARDY MEMORIAL UNITRUST FBO KY WESLEYAN 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 DELMAS CLARDY MEMORIAL UNITRUST FBO KY WESLEYAN?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does DELMAS CLARDY MEMORIAL UNITRUST FBO KY WESLEYAN have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $130,349, expenses of $138,761 and total assets of $2,001,508 at year end.

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