Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 36-7739373

WILLIAM R SHERRILL AND HILDE M SHER RILL IRREVOCABLE TRUST FBO ST JOS

Tax-exempt · LOUISVILLE, KY 40232

Financials

$11K$27K2023$18K$30K2024$32K$33K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM R SHERRILL AND HILDE M SHER RILL IRREVOCABLE TRUST FBO ST JOS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$31,686$32,539-$853$355,181$0$355,181
December 31, 2024990-PF$18,336$29,942-$11,606$356,599$0$356,599
December 31, 2023990-PF$11,186$27,443-$16,257$368,192$0$368,192
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$14,488
Net gain from sales of assets
$17,198

Expenses

Grants and similar amounts paid
$23,907
Compensation of officers, directors and key employees
$6,710
Disbursements for charitable purposes
$26,484
Excise tax on investment income
$368

Balance sheet and other

Total assets, start of year
$356,599
Total assets, end of year
$355,181
Total liabilities, end of year
$0
Net assets, end of year
$355,181
Fair market value of assets
$516,345
Qualifying distributions
$26,484
Net investment income
$31,686

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.

NameTitleHours / weekCompensation
STOCK YARDS BANK TRUST CO
PO BOX 34290, LOUISVILLE, KY 40232
TRUSTEE1$6,710
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
STOCK YARDS BANK TRUST CO
PO BOX 34290, LOUISVILLE, KY 40232
TRUSTEE1$6,417
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
STOCK YARDS BANK TRUST CO
PO BOX 34290, LOUISVILLE, KY 40232
TRUSTEE1$5,848

Address and contacts

Address (IRS master file)
PO BOX 34290, LOUISVILLE, KY 40232-4290
In care of
% STOCK YARDS BANK & TRUST CO
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-7739373
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
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$355,181
Income (IRS master file)
$250,360

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$31,686$32,539$355,181IRS
990-PFDecember 2024$18,336$29,942$356,599IRS
990-PFDecember 2023$11,186$27,443$368,192XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 36-7739373).

Questions about WILLIAM R SHERRILL AND HILDE M SHER RILL IRREVOCABLE TRUST FBO ST JOS

What is the EIN of WILLIAM R SHERRILL AND HILDE M SHER RILL IRREVOCABLE TRUST FBO ST JOS?
The employer identification number (EIN) of WILLIAM R SHERRILL AND HILDE M SHER RILL IRREVOCABLE TRUST FBO ST JOS is 36-7739373.
Is WILLIAM R SHERRILL AND HILDE M SHER RILL IRREVOCABLE TRUST FBO ST JOS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to WILLIAM R SHERRILL AND HILDE M SHER RILL IRREVOCABLE TRUST FBO ST JOS tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM R SHERRILL AND HILDE M SHER RILL IRREVOCABLE TRUST FBO ST JOS file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM R SHERRILL AND HILDE M SHER RILL IRREVOCABLE TRUST FBO ST JOS 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 R SHERRILL AND HILDE M SHER RILL IRREVOCABLE TRUST FBO ST JOS 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 WILLIAM R SHERRILL AND HILDE M SHER RILL IRREVOCABLE TRUST FBO ST JOS?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,710 (STOCK YARDS BANK TRUST CO, TRUSTEE).
How much revenue does WILLIAM R SHERRILL AND HILDE M SHER RILL IRREVOCABLE TRUST FBO ST JOS have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,686, expenses of $32,539 and total assets of $355,181 at year end.

Other nonprofits in LOUISVILLE

All nonprofits in LOUISVILLE · Kentucky