Nonprofit · EIN 92-6532339
BROECKER FAMILY CHARITABLE TR
Also known as STOCK YARDS BANK & TRUST CO TTEE
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $108,684 | $183,491 | -$74,807 | $899,998 | $0 | $899,998 |
| May 31, 2024 | 990-PF | $978,819 | $4,014 | $974,805 | $974,805 | $0 | $974,805 |
| May 31, 2023 | 990-PF | $0 | $0 | $0 | $0 | $0 | $0 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $27,740
- Interest
- $1,967
- Net gain from sales of assets
- $78,977
Expenses
- Grants and similar amounts paid
- $166,800
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $171,927
- Excise tax on investment income
- $1,423
Balance sheet and other
- Total assets, start of year
- $974,805
- Total assets, end of year
- $899,998
- Total liabilities, end of year
- $0
- Net assets, end of year
- $899,998
- Fair market value of assets
- $1,047,733
- Qualifying distributions
- $171,927
- Net investment income
- $108,684
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STOCKYARDS BANK TRUST CO PO BOX 34290, LOUISVILLE, KY 40232 | TRUSTEE | 0 | $0 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STOCKYARDS BANK TRUST CO PO BOX 34290, LOUISVILLE, KY 40232 | TRUSTEE | 0 | $0 |
990-PF for the year ended May 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STOCK YARDS BANK AND TRUST COMPANY PO BOX 34290, LOUISVILLE, KY 40232 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 34290, LOUISVILLE, KY 40232-4290
- Signed the 990-PF
- CAROLINE MEENA, TRUSTEE
- Phone
- (502) 625-3980
- Return prepared by
- LOUIS T ROTH & CO 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 92-6532339
- 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
- 2024
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99)
- Assets (IRS master file)
- $899,998
- Income (IRS master file)
- $359,686
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $108,684 | $183,491 | $899,998 | XML |
| 990-PF | May 2024 | $978,819 | $4,014 | $974,805 | XML |
| 990-PF | May 2023 | $0 | $0 | $0 | XML |
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 92-6532339).
Questions about BROECKER FAMILY CHARITABLE TR
- What is the EIN of BROECKER FAMILY CHARITABLE TR?
- The employer identification number (EIN) of BROECKER FAMILY CHARITABLE TR is 92-6532339.
- Is BROECKER FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to BROECKER FAMILY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BROECKER FAMILY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BROECKER FAMILY CHARITABLE TR due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BROECKER FAMILY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of BROECKER FAMILY CHARITABLE TR?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BROECKER FAMILY CHARITABLE TR have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $108,684, expenses of $183,491 and total assets of $899,998 at year end.
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