Nonprofit · EIN 61-6180147
WJ CHESNUT CHARITABLE TRUST
Tax-exempt · LEXINGTON, KY 40503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $6,458 | $4,859 | $1,599 | $57,784 | $0 | $57,784 |
| December 31, 2024 | 990-PF | $2,562 | $2,798 | -$236 | $56,183 | $0 | $56,183 |
| December 31, 2023 | 990-PF | $1,678 | $3,290 | -$1,612 | $56,424 | $0 | $56,424 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,732
- Net gain from sales of assets
- $4,726
Expenses
- Grants and similar amounts paid
- $3,000
- Compensation of officers, directors and key employees
- $921
- Disbursements for charitable purposes
- $4,402
- Excise tax on investment income
- $84
Balance sheet and other
- Total assets, start of year
- $56,183
- Total assets, end of year
- $57,784
- Total liabilities, end of year
- $0
- Net assets, end of year
- $57,784
- Fair market value of assets
- $66,079
- Qualifying distributions
- $4,402
- Net investment income
- $6,453
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 |
|---|---|---|---|
| CUMBERLAND VALLEY NATIONAL BANK 1721 NICHOLASVILLE RD, LEXINGTON, KY 40503 | TRUSTEE | 1 | $921 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CUMBERLAND VALLEY NATIONAL BANK 1721 NICHOLASVILLE RD, LEXINGTON, KY 40503 | TRUSTEE | 1 | $951 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CUMBERLAND VALLEY NATIONAL BANK 1721 NICHOLASVILLE RD, LEXINGTON, KY 40503 | TRUSTEE | 1 | $802 |
Address and contacts
- Address (IRS master file)
- 1721 NICHOLASVILLE RD, LEXINGTON, KY 40503-1428
- In care of
- % CUMBERLAND VALLEY NATL B & T TTEE
- Signed the 990-PF
- CUMBERLAND VALLEY NATIONAL BANK, TRUSTEE
- Phone
- (606) 878-7010
- 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
- 61-6180147
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $57,784
- Income (IRS master file)
- $15,288
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $6,458 | $4,859 | $57,784 | IRS |
| 990-PF | December 2024 | $2,562 | $2,798 | $56,183 | IRS |
| 990-PF | December 2023 | $1,678 | $3,290 | $56,424 | XML |
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 61-6180147).
Questions about WJ CHESNUT CHARITABLE TRUST
- What is the EIN of WJ CHESNUT CHARITABLE TRUST?
- The employer identification number (EIN) of WJ CHESNUT CHARITABLE TRUST is 61-6180147.
- Is WJ CHESNUT CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to WJ CHESNUT CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WJ CHESNUT CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WJ CHESNUT 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 WJ CHESNUT 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 WJ CHESNUT CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $921 (CUMBERLAND VALLEY NATIONAL BANK, TRUSTEE).
- How much revenue does WJ CHESNUT CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,458, expenses of $4,859 and total assets of $57,784 at year end.
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