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Nonprofit · EIN 61-6039934

DUNCAN TAVERN TRUST

Tax-exempt · LOUISVILLE, KY 40232

Financials

$15K$23K2023$43K$19K2024$218K$22K2025
Revenue Expenses · by fiscal year end
Financials of DUNCAN TAVERN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$218,331$22,482$195,849$791,475$0$791,475
December 31, 2024990$42,811$19,408$23,403$596,306$0$596,306
December 31, 2023990$15,442$22,941-$7,499$573,339$0$573,339
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$218,331
Net gain from sales of assets
$187,748
Other revenue
$0

Expenses

Grants and similar amounts paid
$19,514
Compensation of officers, directors and key employees
$2,068
Salaries, compensation and benefits (total)
$2,068
Professional fundraising fees
$0
Accounting fees
$900
Program services (functional)
$19,514
Management and general (functional)
$2,968

Balance sheet and other

Total assets, start of year
$596,306
Total assets, end of year
$791,475
Total liabilities, end of year
$0
Net assets, end of year
$791,475
Publicly traded securities
$752,334
Gross receipts
$421,687
Employees
0
Year formed
1966
State of legal domicile
KY

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KENTUCKY BANK TRUST DEPARTMENTTRUSTEE
Institutional trustee
–$0
STOCK YARDS BANK & TRUSTTRUSTEE
Institutional trustee
–$0
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
STOCK YARDS BANK & TRUSTTRUSTEE
Institutional trustee
1$1,794
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
STOCK YARDS BANK & TRUSTTRUSTEE
Institutional trustee
1$1,340

Address and contacts

Address (IRS master file)
PO BOX 34290, LOUISVILLE, KY 40232-4290
In care of
% BOURBON AGRICULTURAL BANK &
Principal officer (990 for 2025)
STOCK YARDS BANK & TRUST, P O BOX 34290, LOUISVILLE, KY 402324290
Signed the 990
CYNTHIA WALTERS, TRUSTEE
Phone
(502) 625-2282
Return prepared by
ERNST & YOUNG US LLP

Mission

THIS IS A PERMANENT TRUST TO RECEIVE, HANDLE, AND INVEST FUNDS CONTRIBUTED TO, OR FOR, THE BENEFIT OF DUNCAN TAVERN HISTORIC CENTER, A NATIONAL HISTORICAL SITE. THE TRUST DOCUMENT STIPULATES HOW MUCH INCOME IS TO BE DISTRIBUTED TO THE HISTORICAL SITE.

990 for the year ended December 31, 2025

Program accomplishments

  • THE TRUST WAS ABLE TO PROVIDE OVER $16,000 FOR THE BENEFIT OF DUNCAN TAVERN HISTORIC CENTER, LOCATED ON HIGH STREET IN PARIS, KY. DUNCAN TAVERN IS A NATIONAL HISTORIC SITE. THE BOARD OF DIRECTORS OF DUNCAN TAVERN DETERMINES HOW THE FUNDS WILL BE USED.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
61-6039934
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1966
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$791,475
Income (IRS master file)
$421,687

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$218,331$22,482$791,475IRS
990December 2024$42,811$19,408$596,306IRS
990December 2023$15,442$22,941$573,339XML
990December 2022$22,911$11,689$580,962IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––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 61-6039934).

Questions about DUNCAN TAVERN TRUST

What is the EIN of DUNCAN TAVERN TRUST?
The employer identification number (EIN) of DUNCAN TAVERN TRUST is 61-6039934.
Is DUNCAN TAVERN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to DUNCAN TAVERN TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does DUNCAN TAVERN TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of DUNCAN TAVERN 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 DUNCAN TAVERN TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of DUNCAN TAVERN TRUST?
The 990 for the year ended December 31, 2025 names STOCK YARDS BANK & TRUST.
Who are the officers and directors of DUNCAN TAVERN TRUST?
The 990 for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does DUNCAN TAVERN TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $218,331, expenses of $22,482 and total assets of $791,475 at year end.

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