Nonprofit · EIN 36-4537243
LURLINE H JOCHUM CHARITABLE TRUST
Tax-exempt · LOUISVILLE, KY 40201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $175,471 | $178,143 | -$2,672 | $1,658,909 | $0 | $1,658,909 |
| December 31, 2024 | 990-PF | $206,471 | $159,282 | $47,189 | $1,661,137 | $0 | $1,661,137 |
| December 31, 2023 | 990-PF | $84,595 | $141,238 | -$56,643 | $1,614,733 | $0 | $1,614,733 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $45,854
- Net gain from sales of assets
- $129,617
Expenses
- Grants and similar amounts paid
- $139,573
- Compensation of officers, directors and key employees
- $29,216
- Disbursements for charitable purposes
- $147,777
- Excise tax on investment income
- $2,126
Balance sheet and other
- Total assets, start of year
- $1,661,137
- Total assets, end of year
- $1,658,909
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,658,909
- Fair market value of assets
- $3,095,414
- Qualifying distributions
- $147,777
- Net investment income
- $175,471
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STOCK YARDS BANK TRUST COMPANY P O BOX 34290, LOUISVILLE, KY 40232 | TRUSTEE | 1 | $29,216 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STOCK YARDS BANK TRUST COMPANY P O BOX 34290, LOUISVILLE, KY 40232 | TRUSTEE | 1 | $28,261 |
| DAVID NASH 205 TRAVOIS ROAD, LOUISVILLE, KY 40207 | ADV COMMITTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STOCK YARDS BANK TRUST COMPANY P O BOX 34290, LOUISVILLE, KY 40232 | TRUSTEE | 1 | $25,648 |
| DAVID NASH 205 TRAVOIS ROAD, LOUISVILLE, KY 40207 | ADV COMMITTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 34, LOUISVILLE, KY 40201-0034
- In care of
- % STOCK YARDS BANK & TRUST TTEE
- Signed the 990-PF
- CYNTHIA WALTERS, TRUSTEE
- Phone
- (502) 625-2282
- Return prepared by
- ERNST & YOUNG US LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-4537243
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,658,909
- Income (IRS master file)
- $404,203
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $175,471 | $178,143 | $1,658,909 | IRS |
| 990-PF | December 2024 | $206,471 | $159,282 | $1,661,137 | IRS |
| 990-PF | December 2023 | $84,595 | $141,238 | $1,614,733 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 36-4537243).
Questions about LURLINE H JOCHUM CHARITABLE TRUST
- What is the EIN of LURLINE H JOCHUM CHARITABLE TRUST?
- The employer identification number (EIN) of LURLINE H JOCHUM CHARITABLE TRUST is 36-4537243.
- Is LURLINE H JOCHUM CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to LURLINE H JOCHUM CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LURLINE H JOCHUM CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LURLINE H JOCHUM CHARITABLE 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 LURLINE H JOCHUM CHARITABLE 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 LURLINE H JOCHUM CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $29,216 (STOCK YARDS BANK TRUST COMPANY, TRUSTEE).
- How much revenue does LURLINE H JOCHUM CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $175,471, expenses of $178,143 and total assets of $1,658,909 at year end.
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