Nonprofit · EIN 84-1880230
CHARLTON C COX IRREVOCABLE CHARITABLE TRUST
Also known as KENTUCKY BANK TTEE
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,766 | $18,493 | -$4,727 | $266,378 | $0 | $266,378 |
| December 31, 2024 | 990-PF | $7,315 | $17,479 | -$10,164 | $271,110 | $0 | $271,110 |
| December 31, 2023 | 990-PF | $630 | $15,197 | -$14,567 | $281,449 | $0 | $281,449 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $9,345
- Net gain from sales of assets
- $4,339
- Other income
- $82
Expenses
- Grants and similar amounts paid
- $15,544
- Compensation of officers, directors and key employees
- $1,987
- Disbursements for charitable purposes
- $17,438
- Excise tax on investment income
- $176
Balance sheet and other
- Total assets, start of year
- $271,110
- Total assets, end of year
- $266,378
- Total liabilities, end of year
- $0
- Net assets, end of year
- $266,378
- Fair market value of assets
- $336,625
- Qualifying distributions
- $17,438
- Net investment income
- $13,684
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 |
|---|---|---|---|
| STOCK YARDS BANK TRUST P O BOX 34290, LOUISVILLE, KY 40232 | TRUSTEE | 1 | $1,987 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STOCK YARDS BANK TRUST P O BOX 34290, LOUISVILLE, KY 40232 | TRUSTEE | 1 | $1,904 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STOCK YARDS BANK TRUST P O BOX 34290, LOUISVILLE, KY 40232 | TRUSTEE | 1 | $1,751 |
Address and contacts
- Address (IRS master file)
- PO BOX 34290, LOUISVILLE, KY 40232-4290
- In care of
- % SELINA SHEPHERD
- Signed the 990-PF
- CYNTHIA WALTERS, TRUSTEE
- Phone
- (502) 625-2282
- Return prepared by
- ERNST & YOUNG US 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
- 84-1880230
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T19)
- Assets (IRS master file)
- $266,378
- Income (IRS master file)
- $28,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,766 | $18,493 | $266,378 | IRS |
| 990-PF | December 2024 | $7,315 | $17,479 | $271,110 | IRS |
| 990-PF | December 2023 | $630 | $15,197 | $281,449 | 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 84-1880230).
Questions about CHARLTON C COX IRREVOCABLE CHARITABLE TRUST
- What is the EIN of CHARLTON C COX IRREVOCABLE CHARITABLE TRUST?
- The employer identification number (EIN) of CHARLTON C COX IRREVOCABLE CHARITABLE TRUST is 84-1880230.
- Is CHARLTON C COX IRREVOCABLE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to CHARLTON C COX IRREVOCABLE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLTON C COX IRREVOCABLE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLTON C COX IRREVOCABLE 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 CHARLTON C COX IRREVOCABLE 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 CHARLTON C COX IRREVOCABLE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,987 (STOCK YARDS BANK TRUST, TRUSTEE).
- How much revenue does CHARLTON C COX IRREVOCABLE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,766, expenses of $18,493 and total assets of $266,378 at year end.
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