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Nonprofit · EIN 61-6225916

JOE & MARY LEARY TR UW 053194

Tax-exempt · LOUISVILLE, KY 40207

Financials

$290K$295K2023$590K$298K2024$364K$328K2025
Revenue Expenses · by fiscal year end
Financials of JOE & MARY LEARY TR UW 053194 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$364,105$328,191$35,914$5,717,979$0$5,717,979
December 31, 2024990$590,347$297,566$292,781$5,682,065$0$5,682,065
December 31, 2023990$290,129$294,508-$4,379$5,389,284$0$5,389,284
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$364,105
Net gain from sales of assets
$156,155
Other revenue
$0

Expenses

Grants and similar amounts paid
$290,311
Compensation of officers, directors and key employees
$24,650
Salaries, compensation and benefits (total)
$24,650
Professional fundraising fees
$0
Accounting fees
$750
Program services (functional)
$290,311
Management and general (functional)
$37,880

Balance sheet and other

Total assets, start of year
$5,682,065
Total assets, end of year
$5,717,979
Total liabilities, end of year
$0
Net assets, end of year
$5,717,979
Publicly traded securities
$5,550,463
Gross receipts
$1,567,144
Employees
0
Year formed
2006
State of legal domicile
KY

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
INDEPENDENCE BANKTRUSTEE
Institutional trustee
1$24,650
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
INDEPENDENCE BANKTRUSTEE
Institutional trustee
1$33,874
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
INDEPENDENCE BANKTRUSTEE
Institutional trustee
1$31,339

Address and contacts

Address (IRS master file)
125 CHENOWETH LANE, LOUISVILLE, KY 40207-2641
In care of
% INDEPENDENCE BANK
Principal officer (990 for 2025)
MARIA QUINN, 125 CHENOWETH LANE, LOUISVILLE, KY 40207
Signed the 990
INDEPENDENCE BANK, TRUSTEE
Phone
(502) 696-1776
Return prepared by
DELOITTE TAX LLP

Mission

CHARITABLE TRUST

990 for the year ended December 31, 2025

Program accomplishments

  • PAYMENTS TO 4 501(C) CHARITIES: FIRST BAPTIST CHURCH,FRANKLIN COUNCIL ON AGING,ONEIDA BAPTIST INSTITUTE, AND UNIVERSITY OFTHE CUMBERLANDS
    Expenses $290,311 · grants $290,311 · revenue $207,950

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
61-6225916
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1997
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,717,979
Income (IRS master file)
$1,567,144

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$364,105$328,191$5,717,979IRS
990December 2024$590,347$297,566$5,682,065IRS
990December 2023$290,129$294,508$5,389,284XML
990December 2022$237,318$301,021$5,393,663IRS
990December 2021–––IRS
990December 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 61-6225916).

Questions about JOE & MARY LEARY TR UW 053194

What is the EIN of JOE & MARY LEARY TR UW 053194?
The employer identification number (EIN) of JOE & MARY LEARY TR UW 053194 is 61-6225916.
Is JOE & MARY LEARY TR UW 053194 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to JOE & MARY LEARY TR UW 053194 tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does JOE & MARY LEARY TR UW 053194 file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JOE & MARY LEARY TR UW 053194 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 JOE & MARY LEARY TR UW 053194 last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of JOE & MARY LEARY TR UW 053194?
The 990 for the year ended December 31, 2025 names MARIA QUINN.
Who are the officers and directors of JOE & MARY LEARY TR UW 053194?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $24,650 (INDEPENDENCE BANK, TRUSTEE).
How much revenue does JOE & MARY LEARY TR UW 053194 have?
On its 990 for the year ended December 31, 2025 it reported revenue of $364,105, expenses of $328,191 and total assets of $5,717,979 at year end.

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