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

Nonprofit · EIN 61-6035353

MYRTLE MAE MITCHELL TR UW 3401013500

Also known as JP MORGAN CHASE BANK NA TAX SECTION

Tax-exempt · LEXINGTON, KY 40507

Financials

$390K$307K2023$413K$303K2024$214K$322K2025
Revenue Expenses · by fiscal year end
Financials of MYRTLE MAE MITCHELL TR UW 3401013500 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$214,352$321,930-$107,578$4,250,367$0$4,250,367
December 31, 2024990-PF$413,055$303,212$109,843$4,357,945$0$4,357,945
December 31, 2023990-PF$389,979$307,481$82,498$4,256,963$0$4,256,963
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$183,068
Net gain from sales of assets
$30,284
Other income
$1,000

Expenses

Grants and similar amounts paid
$268,487
Compensation of officers, directors and key employees
$8,627
Disbursements for charitable purposes
$271,054
Excise tax on investment income
$2,347

Balance sheet and other

Total assets, start of year
$4,357,945
Total assets, end of year
$4,250,367
Total liabilities, end of year
$0
Net assets, end of year
$4,250,367
Fair market value of assets
$6,085,478
Qualifying distributions
$271,054
Net investment income
$214,352

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
CENTRAL BANK TRUST
300 W VINE STREET, LEXINGTON, KY 40507
TRUSTEE2$8,627
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CENTRAL BANK TRUST
300 W VINE STREET, LEXINGTON, KY 40507
TRUSTEE2$8,322
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CENTRAL BANK TRUST
300 W VINE STREET, LEXINGTON, KY 40507
TRUSTEE2$7,756

Address and contacts

Address (IRS master file)
300 W VINE STREET, LEXINGTON, KY 40507-1621
Signed the 990-PF
ANNA HOVEKAMP, TRUSTEE
Phone
(859) 253-6013
Return prepared by
BLUE & CO LLC

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
61-6035353
Exempt since
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,250,367
Income (IRS master file)
$978,681

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$214,352$321,930$4,250,367IRS
990-PFDecember 2024$413,055$303,212$4,357,945IRS
990-PFDecember 2023$389,979$307,481$4,256,963XML
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 61-6035353).

Questions about MYRTLE MAE MITCHELL TR UW 3401013500

What is the EIN of MYRTLE MAE MITCHELL TR UW 3401013500?
The employer identification number (EIN) of MYRTLE MAE MITCHELL TR UW 3401013500 is 61-6035353.
Is MYRTLE MAE MITCHELL TR UW 3401013500 tax-exempt?
Yes. The IRS lists it as tax-exempt since 2016.
Which annual return does MYRTLE MAE MITCHELL TR UW 3401013500 file?
Form 990-PF. Private foundations file every year.
When is the next return of MYRTLE MAE MITCHELL TR UW 3401013500 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 MYRTLE MAE MITCHELL TR UW 3401013500 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 MYRTLE MAE MITCHELL TR UW 3401013500?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,627 (CENTRAL BANK TRUST, TRUSTEE).
How much revenue does MYRTLE MAE MITCHELL TR UW 3401013500 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $214,352, expenses of $321,930 and total assets of $4,250,367 at year end.

Other nonprofits in LEXINGTON

All nonprofits in LEXINGTON · Kentucky