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Nonprofit · EIN 61-6305662

ERICKA SERGEANT CHARITABLE TRUST

Tax-exempt · HOPKINSVILLE, KY 42241

Financials

$11K$14K2023$16K$23K2024$13K$24K2025
Revenue Expenses · by fiscal year end
Financials of ERICKA SERGEANT CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$13,491$24,323-$10,832$268,702$0$268,702
December 31, 2024990-PF$15,902$22,565-$6,663$279,573$0$279,573
December 31, 2023990-PF$10,689$13,842-$3,153$286,026$0$286,026
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$1,891
Interest
$7,621
Net gain from sales of assets
$3,962
Other income
$17

Expenses

Grants and similar amounts paid
$15,474
Compensation of officers, directors and key employees
$3,777
Disbursements for charitable purposes
$15,474
Excise tax on investment income
$135

Balance sheet and other

Total assets, start of year
$279,573
Total assets, end of year
$268,702
Total liabilities, end of year
$0
Net assets, end of year
$268,702
Fair market value of assets
$309,785
Qualifying distributions
$15,474
Net investment income
$13,491

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
Planters Bank
1312 S Main St, Hopkinsville, KY 42240
Trustee0.5$3,777
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
PLANTERS BANK
1312 S MAIN STREET, HOPKINSVILLE, KY 42240
TRUST OFFICE0.5$3,753
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
TRUIST WEALTH TRUSTEE
PO BOX 896825, CHARLOTTE, NC 282896825
TRUSTEE0$1,936
PLANTERS BANK
1312 S MAIN STREET, HOPKINSVILLE, KY 42240
TRUST OFFICE0.5$1,643

Address and contacts

Address (IRS master file)
PO BOX 1570, HOPKINSVILLE, KY 42241-1570
In care of
% PLANTERS BANK
Signed the 990-PF
Scott Hancock, Trust Officer
Phone
(270) 881-1724
Return prepared by
Doeren Mayhew

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
61-6305662
Exempt since
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$268,702
Income (IRS master file)
$78,102

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$13,491$24,323$268,702IRS
990-PFDecember 2024$15,902$22,565$279,573IRS
990-PFDecember 2023$10,689$13,842$286,026XML
990-PFDecember 2022$16,032$34,163$287,120IRS
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 61-6305662).

Questions about ERICKA SERGEANT CHARITABLE TRUST

What is the EIN of ERICKA SERGEANT CHARITABLE TRUST?
The employer identification number (EIN) of ERICKA SERGEANT CHARITABLE TRUST is 61-6305662.
Is ERICKA SERGEANT CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt since 2020.
Which annual return does ERICKA SERGEANT CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ERICKA SERGEANT CHARITABLE TRUST 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 ERICKA SERGEANT CHARITABLE TRUST 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 ERICKA SERGEANT CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,777 (Planters Bank, Trustee).
How much revenue does ERICKA SERGEANT CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,491, expenses of $24,323 and total assets of $268,702 at year end.

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