Nonprofit · EIN 61-6241891
MILDRED H DUNNING MEMORIAL FUND TR TAX SECTION
Also known as TAX SECTION
Tax-exempt · LEXINGTON, KY 40507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $253,094 | $293,799 | -$40,705 | $4,284,109 | $0 | $4,284,109 |
| December 31, 2024 | 990-PF | $513,721 | $246,451 | $267,270 | $4,324,798 | $0 | $4,324,798 |
| December 31, 2023 | 990-PF | $126,361 | $245,548 | -$119,187 | $4,062,377 | $0 | $4,062,377 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $140,476
- Net gain from sales of assets
- $112,618
Expenses
- Grants and similar amounts paid
- $236,637
- Compensation of officers, directors and key employees
- $7,262
- Disbursements for charitable purposes
- $240,968
- Excise tax on investment income
- $2,947
Balance sheet and other
- Total assets, start of year
- $4,324,798
- Total assets, end of year
- $4,284,109
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,284,109
- Fair market value of assets
- $5,322,879
- Qualifying distributions
- $240,968
- Net investment income
- $253,094
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 |
|---|---|---|---|
| CENTRAL BANK TRUST 300 W VINE ST, LEXINGTON, KY 40507 | TRUSTEE | 2 | $7,262 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CENTRAL BANK TRUST 300 W VINE ST, LEXINGTON, KY 40507 | TRUSTEE | 2 | $7,029 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CENTRAL BANK TRUST 300 W VINE ST, LEXINGTON, KY 40507 | TRUSTEE | 2 | $6,214 |
Address and contacts
- Address (IRS master file)
- 300 W VINE ST, LEXINGTON, KY 40507-1621
- In care of
- % JPMORGAN CHASE BANK
- Signed the 990-PF
- ANNA HOVEKAMP, TRUSTEE
- Phone
- (859) 253-8016
- Return prepared by
- RFH PLLC
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
- 61-6241891
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,284,109
- Income (IRS master file)
- $982,119
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $253,094 | $293,799 | $4,284,109 | XML |
| 990-PF | December 2024 | $513,721 | $246,451 | $4,324,798 | XML |
| 990-PF | December 2023 | $126,361 | $245,548 | $4,062,377 | 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 61-6241891).
Questions about MILDRED H DUNNING MEMORIAL FUND TR TAX SECTION
- What is the EIN of MILDRED H DUNNING MEMORIAL FUND TR TAX SECTION?
- The employer identification number (EIN) of MILDRED H DUNNING MEMORIAL FUND TR TAX SECTION is 61-6241891.
- Is MILDRED H DUNNING MEMORIAL FUND TR TAX SECTION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Which annual return does MILDRED H DUNNING MEMORIAL FUND TR TAX SECTION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILDRED H DUNNING MEMORIAL FUND TR TAX SECTION 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 MILDRED H DUNNING MEMORIAL FUND TR TAX SECTION 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 MILDRED H DUNNING MEMORIAL FUND TR TAX SECTION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,262 (CENTRAL BANK TRUST, TRUSTEE).
- How much revenue does MILDRED H DUNNING MEMORIAL FUND TR TAX SECTION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $253,094, expenses of $293,799 and total assets of $4,284,109 at year end.
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