EIN 61-6225916

Joe and Mary Leary Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2006
Most recent tax filings
2023-12-01
NTEE code, primary
Z99: Unknown
Description
The Joe and Mary Leary Trust operates as a charitable trust, making payments to four 501(c) charities including First Baptist Church, Franklin Council on Aging, Oneida Baptist Institute, and University of the Cumberlands.
Total revenues
$290,129
2023
Total expenses
$294,508
2023
Total assets
$5,389,284
2023
Num. employees
0
2023

Program areas at Joe and Mary Leary Trust

Payments to 4 501(c) charities: first baptist church, franklin council on aging,oneida baptist institute, and university of the cumberlands

Grants made by Joe and Mary Leary Trust

GranteeGrant descriptionAmount
Oneida Baptist InstituteAnnual Support As Determined Under Trust Document$65,605
Franklin County Council on AgingAnnual Support As Determined Under Trust Document$65,605
University of the Cumberlands (UC)Annual Support As Determined Under Trust Document$65,604

Personnel at Joe and Mary Leary Trust

NameTitle
Michael BurnsVice President and Trust Officer

Financials for Joe and Mary Leary Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$203,024
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$87,105
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$290,129

Form 990s for Joe and Mary Leary Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-08990View PDF
2022-122023-05-11990View PDF
2021-122022-05-13990View PDF
2020-122021-05-24990View PDF
2019-122021-09-22990View PDF
...and 9 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 6, 2023
Posted financials
Added Form 990 for fiscal year 2022
March 7, 2022
Posted financials
Added Form 990 for fiscal year 2020
March 1, 2022
Posted financials
Added Form 990 for fiscal year 2019
June 30, 2021
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
450 Versailles Rd
Frankfort, KY 40601
Metro area
Lexington-Fayette, KY
County
Franklin County, KY
Phone
(502) 696-1776
IRS details
EIN
61-6225916
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2006
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
Z99: Z99
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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