Skip to main content

Nonprofit · EIN 62-6214683

THE JIM BROCK LEONARD CHARITABLE TRUST

Also known as WEAVER JOYCE & TOM HUDSON CO TTEES

Tax-exempt · LAWRENCEBURG, TN 38464

Financials

$2K$67K2022$25K$64K2023$25K$33K2024
Revenue Expenses · by fiscal year end
Financials of THE JIM BROCK LEONARD CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$24,984$32,680-$7,696$590,445$0$590,445
October 31, 2024990-PF$24,568$63,680-$39,112$637,471$0$637,471
October 31, 2023990-PF$2,475$67,475-$65,000$676,583$0$676,583
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$19,831
Interest
$5,153

Expenses

Grants and similar amounts paid
$28,000
Compensation of officers, directors and key employees
$3,000
Disbursements for charitable purposes
$4,680
Excise tax on investment income
$282

Balance sheet and other

Total assets, start of year
$598,141
Total assets, end of year
$590,445
Total liabilities, end of year
$0
Net assets, end of year
$590,445
Fair market value of assets
$590,445
Qualifying distributions
$32,680
Net investment income
$24,984

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Joyce Weaver
n/a, Lawrenceburg, TN 38464
Co-Trustee2$1,500
Jeremiah Tatum
n/a, Cookeville, TN 38506
Co-Trustee2$1,500
990-PF for the year ended October 31, 2024: 2 people
NameTitleHours / weekCompensation
Joyce Weaver
802 Fall River Rd, Lawrenceburg, TN 38464
Co-Trustee2$1,500
Jeremiah Tatum
1005 Heathwood W, Cookeville, TN 38506
Co-Trustee2$1,500
990-PF for the year ended October 31, 2023: 2 people
NameTitleHours / weekCompensation
Joyce Weaver
802 Fall River Rd, Lawrenceburg, TN 38464
Co-Trustee2$1,500
Jeremiah Tatum
1005 Heathwood W, Cookeville, TN 38506
Co-Trustee2$1,500

Address and contacts

Address (IRS master file)
PO BOX 617, LAWRENCEBURG, TN 38464-0617
In care of
% JOYCE WEAVER
Signed the 990-PF
Jeremiah Tatum, Co-Trustee
Phone
(931) 762-7888
Return prepared by
BOSTON HOLT & DURHAM 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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
62-6214683
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
1991
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$590,445
Income (IRS master file)
$24,984

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$24,984$32,680$590,445XML
990-PFOctober 2024$24,568$63,680$637,471XML
990-PFOctober 2023$2,475$67,475$676,583XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 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 62-6214683).

Questions about THE JIM BROCK LEONARD CHARITABLE TRUST

What is the EIN of THE JIM BROCK LEONARD CHARITABLE TRUST?
The employer identification number (EIN) of THE JIM BROCK LEONARD CHARITABLE TRUST is 62-6214683.
Is THE JIM BROCK LEONARD CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to THE JIM BROCK LEONARD CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE JIM BROCK LEONARD CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE JIM BROCK LEONARD CHARITABLE TRUST due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE JIM BROCK LEONARD CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of THE JIM BROCK LEONARD CHARITABLE TRUST?
The 990-PF for the year ended October 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $1,500 (Joyce Weaver, Co-Trustee).
How much revenue does THE JIM BROCK LEONARD CHARITABLE TRUST have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $24,984, expenses of $32,680 and total assets of $590,445 at year end.

Other nonprofits in LAWRENCEBURG

All nonprofits in LAWRENCEBURG · Tennessee