Nonprofit · EIN 62-6230194
WILLIAM J CHAMBLISS T U A
Tax-exempt · LEXINGTON, KY 40514
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,071 | $2,907 | $5,164 | $289,821 | $0 | $289,821 |
| December 31, 2023 | 990 | $2,029 | $6,877 | -$4,848 | $252,050 | $0 | $252,050 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $8,071
- Net gain from sales of assets
- $360
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,863
- Salaries, compensation and benefits (total)
- $2,863
- Professional fundraising fees
- $0
- Program services (functional)
- $2,907
Balance sheet and other
- Total assets, start of year
- $252,050
- Total assets, end of year
- $289,821
- Total liabilities, end of year
- $0
- Net assets, end of year
- $289,821
- Publicly traded securities
- $279,058
- Gross receipts
- $13,452
- Employees
- 0
- Year formed
- 2003
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK NA | DIRECTOR Institutional trustee | 1 | $1,969 |
| TRUIST BANK | DIRECTOR Institutional trustee | 1 | $894 |
| ANN CHAMBLISS | DIRECTOR Trustee or director | 0 | $0 |
| JAMES CHAMBLISS | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 1 | $3,517 |
Address and contacts
- Address (IRS master file)
- 1501 COPPER RUN BLVD, LEXINGTON, KY 40514-2224
- In care of
- % ANN CHAMBLISS
- Mailing address (990-N for 2025)
- 1501 Copper Run Blvd, Lexington KY 40514
- Principal officer (990-N for 2025)
- Ann Chambliss, 1501 Copper Run Blvd, Lexington KY 40514
- Signed the 990
- ANN CHAMBLISS, TRUSTEE
- Phone
- (859) 576-4636
- Return prepared by
- TaxTech - Lexington
Mission
TO PROVIDE SUPPORT FOR THE MAINTENANCE OF CEMETERIES AND TOMBSTONES.
Program accomplishments
- TO PROVIDE SUPPORT FOR THE MAINTENANCE OF CEMETERIES AND TOMBSTONESExpenses $2,907
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-N on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 62-6230194
- Tax-exempt status
- 501(c)(13): Cemetery company
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Mutual and membership benefit (Y50)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: Ann Chambliss | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2024 | $8,071 | $2,907 | $289,821 | XML |
| 990 | December 2023 | $2,029 | $6,877 | $252,050 | XML |
| 990 | December 2022 | $9,945 | $5,484 | $256,939 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2019 | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 62-6230194).
Questions about WILLIAM J CHAMBLISS T U A
- What is the EIN of WILLIAM J CHAMBLISS T U A?
- The employer identification number (EIN) of WILLIAM J CHAMBLISS T U A is 62-6230194.
- Is WILLIAM J CHAMBLISS T U A tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 2004.
- Are donations to WILLIAM J CHAMBLISS T U A tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does WILLIAM J CHAMBLISS T U A file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of WILLIAM J CHAMBLISS T U A 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 WILLIAM J CHAMBLISS T U A last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of WILLIAM J CHAMBLISS T U A?
- The 990-N for 2025 names Ann Chambliss.
- Who are the officers and directors of WILLIAM J CHAMBLISS T U A?
- The 990 for the year ended December 31, 2024 lists 4 people; 2 received compensation from the organization, the highest $1,969 (FIFTH THIRD BANK NA, DIRECTOR).
- How much revenue does WILLIAM J CHAMBLISS T U A have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,071, expenses of $2,907 and total assets of $289,821 at year end.
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