Nonprofit · EIN 45-6597246
MARY L STOCKDELL-JOSEPH J LEARY TR
Tax-exempt · LOUISVILLE, KY 40207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $325,072 | $209,864 | $115,208 | $3,165,614 | $0 | $3,165,614 |
| December 31, 2024 | 990-PF | $324,628 | $203,493 | $121,135 | $3,050,423 | $0 | $3,050,423 |
| December 31, 2023 | 990-PF | $164,267 | $196,989 | -$32,722 | $2,929,222 | $0 | $2,929,222 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $96,934
- Net gain from sales of assets
- $228,138
Expenses
- Grants and similar amounts paid
- $180,066
- Compensation of officers, directors and key employees
- $20,792
- Disbursements for charitable purposes
- $182,520
- Excise tax on investment income
- $4,222
Balance sheet and other
- Total assets, start of year
- $3,050,423
- Total assets, end of year
- $3,165,614
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,165,614
- Fair market value of assets
- $3,881,792
- Qualifying distributions
- $182,520
- Net investment income
- $324,574
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 |
|---|---|---|---|
| INDEPENDENCE BANK 125 CHENOWETH LANE, LOUISVILLE, KY 40207 | TRUSTEE | 1 | $20,792 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| INDEPENDENCE BANK PO BOX 948, OWENSBORO, KY 42302 | TRUSTEE | 3 | $19,625 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| INDEPENDENCE BANK PO BOX 948, OWENSBORO, KY 42302 | TRUSTEE | 3 | $17,104 |
Address and contacts
- Address (IRS master file)
- 125 CHENOWETH LANE, LOUISVILLE, KY 40207-2641
- In care of
- % INDEPENDENCE BANK
- Signed the 990-PF
- INDEPENDENCE BANK, TRUSTEE
- Phone
- (502) 696-1776
- Return prepared by
- DELOITTE TAX 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
- 45-6597246
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $3,165,614
- Income (IRS master file)
- $1,080,952
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $325,072 | $209,864 | $3,165,614 | IRS |
| 990-PF | December 2024 | $324,628 | $203,493 | $3,050,423 | IRS |
| 990-PF | December 2023 | $164,267 | $196,989 | $2,929,222 | 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 45-6597246).
Questions about MARY L STOCKDELL-JOSEPH J LEARY TR
- What is the EIN of MARY L STOCKDELL-JOSEPH J LEARY TR?
- The employer identification number (EIN) of MARY L STOCKDELL-JOSEPH J LEARY TR is 45-6597246.
- Is MARY L STOCKDELL-JOSEPH J LEARY TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to MARY L STOCKDELL-JOSEPH J LEARY TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY L STOCKDELL-JOSEPH J LEARY TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY L STOCKDELL-JOSEPH J LEARY TR 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 MARY L STOCKDELL-JOSEPH J LEARY TR 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 MARY L STOCKDELL-JOSEPH J LEARY TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $20,792 (INDEPENDENCE BANK, TRUSTEE).
- How much revenue does MARY L STOCKDELL-JOSEPH J LEARY TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $325,072, expenses of $209,864 and total assets of $3,165,614 at year end.
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