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Nonprofit · EIN 62-6200642

DR MARIUS E JOHNSTON AND MARGARET JOHNSTON WRIGHT MEMORIAL TRUST

Tax-exempt · LEXINGTON, KY 40507

Financials

$1.2M$911K2023$1.1M$910K2024$1.3M$971K2025
Revenue Expenses · by fiscal year end
Financials of DR MARIUS E JOHNSTON AND MARGARET JOHNSTON WRIGHT MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,278,830$970,908$307,922$14,875,880$0$14,875,880
December 31, 2024990-PF$1,094,648$909,519$185,129$14,577,078$0$14,577,078
December 31, 2023990-PF$1,235,457$911,149$324,308$14,418,240$0$14,418,240
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$533,236
Net gain from sales of assets
$745,594

Expenses

Grants and similar amounts paid
$834,065
Compensation of officers, directors and key employees
$22,688
Disbursements for charitable purposes
$840,125
Excise tax on investment income
$16,120

Balance sheet and other

Total assets, start of year
$14,577,078
Total assets, end of year
$14,875,880
Total liabilities, end of year
$0
Net assets, end of year
$14,875,880
Fair market value of assets
$18,661,166
Qualifying distributions
$840,125
Net investment income
$1,278,830

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
CENTRAL BANK TRUST
300 W VINE STREET, LEXINGTON, KY 40507
TRUSTEE2$22,688
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CENTRAL BANK TRUST
300 W VINE STREET, LEXINGTON, KY 40507
TRUSTEE2$21,914
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CENTRAL BANK TRUST
300 W VINE STREET, LEXINGTON, KY 40507
TRUSTEE2$20,038

Address and contacts

Address (IRS master file)
300 W VINE STREET, LEXINGTON, KY 40507-1621
In care of
% JP MORGAN CHASE BANK NA
Signed the 990-PF
ANNA HOVEKAMP, TRUSTEE
Phone
(859) 253-6222
Return prepared by
BLUE & CO LLC

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
62-6200642
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$14,875,880
Income (IRS master file)
$12,993,992

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,278,830$970,908$14,875,880IRS
990-PFDecember 2024$1,094,648$909,519$14,577,078IRS
990-PFDecember 2023$1,235,457$911,149$14,418,240XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 62-6200642).

Questions about DR MARIUS E JOHNSTON AND MARGARET JOHNSTON WRIGHT MEMORIAL TRUST

What is the EIN of DR MARIUS E JOHNSTON AND MARGARET JOHNSTON WRIGHT MEMORIAL TRUST?
The employer identification number (EIN) of DR MARIUS E JOHNSTON AND MARGARET JOHNSTON WRIGHT MEMORIAL TRUST is 62-6200642.
Is DR MARIUS E JOHNSTON AND MARGARET JOHNSTON WRIGHT MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to DR MARIUS E JOHNSTON AND MARGARET JOHNSTON WRIGHT MEMORIAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DR MARIUS E JOHNSTON AND MARGARET JOHNSTON WRIGHT MEMORIAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of DR MARIUS E JOHNSTON AND MARGARET JOHNSTON WRIGHT MEMORIAL 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 DR MARIUS E JOHNSTON AND MARGARET JOHNSTON WRIGHT MEMORIAL 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 DR MARIUS E JOHNSTON AND MARGARET JOHNSTON WRIGHT MEMORIAL TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $22,688 (CENTRAL BANK TRUST, TRUSTEE).
How much revenue does DR MARIUS E JOHNSTON AND MARGARET JOHNSTON WRIGHT MEMORIAL TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,278,830, expenses of $970,908 and total assets of $14,875,880 at year end.

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