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Nonprofit · EIN 91-2083728

MARGARET KINCHLOE HOLBROOK CHARITABLE TR

Tax-exempt · OWENSBORO, KY 42303

Financials

$119K$12K2023$160K$11K2024
Revenue Expenses · by fiscal year end
Financials of MARGARET KINCHLOE HOLBROOK CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$159,665$10,624$149,041$1,072,385$1,372$1,071,013
December 31, 2023990$119,193$12,306$106,887$989,368$16,608$972,760
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$159,665
Net gain from sales of assets
$133,060
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$9,200
Salaries, compensation and benefits (total)
$9,200
Professional fundraising fees
$0
Legal fees
$1,424
Management and general (functional)
$10,624

Balance sheet and other

Total assets, start of year
$989,368
Total assets, end of year
$1,072,385
Total liabilities, end of year
$1,372
Net assets, end of year
$1,071,013
Publicly traded securities
$1,050,832
Gross receipts
$1,444,014
Employees
0
Year formed
2000
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.

NameTitleHours / weekCompensation
Truist Trust Dept TrusteeTrustee
Institutional trustee
1$9,200
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Truist Trust Dept TrusteeTrustee
Institutional trustee
1$9,896

Address and contacts

Address (IRS master file)
INDEPENDENCE BANK, OWENSBORO, KY 42303-0000
In care of
% BB&T TRUST DEPT
Signed the 990
Independence Bank Trust Dept, Trustee
Phone
(270) 686-1776
Return prepared by
Clemens Guthrie & Wurth LLP

Mission

Trust was created to memorialize Margaret Kincheloe Holbrook by contributing the net income produced annually by the trust to the following 501(c)(3) charitable organizations: River Park Center, Inc EIN: 61-1147338 Owensboro Symphony Orchestra, Inc EIN: 61-6055994 Good Fellows Club of Owensboro, Inc EIN: 61-1155143

990 for the year ended December 31, 2024

Program accomplishments

  • Under the Trust Agreement, the trust is required to distribute $400 of its net income each year to the Goodfellows Club of Owensboro, a 501(c)(3) charity which conducts Christmas programs for underprivileged children residing in Daviess County, Kentucky.
    grants $400
  • 75% of the net income (after the $400 payment in [4a]) is required to be paid to a second 501(c)(3) charity, RiverPark Center, Inc. which operates the performing arts center in Owensboro, KY.
    grants $25,336
  • 25% of the net income (after the $400 payment in [4a]) is required to be paid to a third 501(c)(3) charity, Owensboro Symphony Orchestra Inc., one of the performers, presenters and users of the RiverPark Center.
    grants $8,445

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
91-2083728
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Exempt since
2002
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,072,385
Income (IRS master file)
$1,444,014

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$159,665$10,624$1,072,385XML
990December 2023$119,193$12,306$989,368XML
990December 2022$20,438$10,007$918,168IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 91-2083728).

Questions about MARGARET KINCHLOE HOLBROOK CHARITABLE TR

What is the EIN of MARGARET KINCHLOE HOLBROOK CHARITABLE TR?
The employer identification number (EIN) of MARGARET KINCHLOE HOLBROOK CHARITABLE TR is 91-2083728.
Is MARGARET KINCHLOE HOLBROOK CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Which annual return does MARGARET KINCHLOE HOLBROOK CHARITABLE TR 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 MARGARET KINCHLOE HOLBROOK CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARGARET KINCHLOE HOLBROOK CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of MARGARET KINCHLOE HOLBROOK CHARITABLE TR?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $9,200 (Truist Trust Dept Trustee, Trustee).
How much revenue does MARGARET KINCHLOE HOLBROOK CHARITABLE TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $159,665, expenses of $10,624 and total assets of $1,072,385 at year end.

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