William Frank Lebus Jr Tr Uw

Louisville, KY
EIN: 20-6658002

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$506k (2024)

Expenses

$241k (2024)

Total Assets

$3.26M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2005 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$506,343

Expenses

$241,478

Net Income

$264,865

Net Assets

$3,255,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$137,056	27.1%
Sales of Assets	$340,937	67.3%
Other Income	$28,350	5.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,126	90.7%
Compensation of Officers*	$37,811	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,255,663
Total Liabilities	$0
Net Assets	$3,255,663

Compensation

Key Employees and Officers	Compensation	Other
Stock Yards Bank Trust (Trustee)	$37,811	$0

990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$189,982

Expenses

$215,798

Net Income

-$25,816

Net Assets

$2,993,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$129,361	68.1%
Sales of Assets	$60,621	31.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,968	63.0%
Compensation of Officers*	$35,940	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,993,254
Total Liabilities	$0
Net Assets	$2,993,254

Compensation

Key Employees and Officers	Compensation	Other
Stock Yards Bank Trust (Trustee)	$35,940	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$2,315,521

Expenses

$4,833,084

Net Income

-$2,517,563

Net Assets

$3,018,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$111,558	4.8%
Sales of Assets	$2,203,963	95.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,805,975	99.4%
Compensation of Officers*	$39,166	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,018,881
Total Liabilities	$0
Net Assets	$3,018,881

Compensation

Key Employees and Officers	Compensation	Other
Stock Yards Bank Trust (Trustee)	$39,166	$0

990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$340,599

Expenses

$452,470

Net Income

-$111,871

Net Assets

$5,535,939

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$214,528	63.0%
Sales of Assets	$126,071	37.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$413,599	91.4%
Compensation of Officers*	$65,634	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,535,939
Total Liabilities	$0
Net Assets	$5,535,939

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank (Trustee)	$54,473	$0
Stock Yards Bank & Trust (Trustee)	$11,161	$0

990-PF

Filed on April 25, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$290,710

Expenses

$433,275

Net Income

-$142,565

Net Assets

$5,651,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44,103	15.2%
Dividends	$179,199	61.6%
Sales of Assets	$7,971	2.7%
Other Income	$59,437	20.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$382,140	88.2%
Compensation of Officers*	$58,589	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,651,912
Total Liabilities	$1
Net Assets	$5,651,911

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank (Trustee)	$58,589	$0

990-PF

Filed on April 26, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$260,837

Expenses

$489,588

Net Income

-$228,751

Net Assets

$5,794,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$68,887	26.4%
Dividends	$184,063	70.6%
Sales of Assets	$2,379	0.9%
Other Income	$5,508	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$340,964	69.6%
Compensation of Officers*	$58,730	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,794,861
Total Liabilities	$1
Net Assets	$5,794,860

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank (Trustee)	$58,730	$0

990-PF

Filed on June 18, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$613,522

Expenses

$448,662

Net Income

$164,860

Net Assets

$6,025,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$69,537	11.3%
Dividends	$169,363	27.6%
Sales of Assets	$374,622	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$386,452	86.1%
Compensation of Officers*	$59,938	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,025,893
Total Liabilities	$0
Net Assets	$6,025,893

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank (Trustee)	$59,938	$0

990-PF

Filed on May 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$408,955

Expenses

$426,861

Net Income

-$17,906

Net Assets

$5,864,069

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$48,170	11.8%
Interest Revenue	$72,770	17.8%
Dividends	$152,394	37.3%
Sales of Assets	$135,621	33.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$366,082	85.8%
Compensation of Officers*	$58,927	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,864,069
Total Liabilities	$0
Net Assets	$5,864,069

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank (Trustee)	$58,927	$0

990-PF

Filed on May 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$215,048

Expenses

$413,348

Net Income

-$198,300

Net Assets

$5,878,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$70,003	32.6%
Dividends	$154,323	71.8%
Sales of Assets	-$9,278
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$359,874	87.1%
Compensation of Officers*	$51,065	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,878,941
Total Liabilities	$0
Net Assets	$5,878,941

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank (Trustee)	$51,065	$0

990-PF

Filed on May 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$382,520

Expenses

$428,227

Net Income

-$45,707

Net Assets

$6,080,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$77,327	20.2%
Dividends	$160,399	41.9%
Sales of Assets	$144,794	37.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$373,809	87.3%
Compensation of Officers*	$56,461	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,080,079
Total Liabilities	$0
Net Assets	$6,080,079

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank (Trustee)	$56,461	$0

990-PF

Filed on May 6, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$285,719

Expenses

$409,875

Net Income

-$124,156

Net Assets

$6,127,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$87,561	30.6%
Dividends	$187,407	65.6%
Sales of Assets	$10,751	3.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$356,087	86.9%
Compensation of Officers*	$54,502	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,127,973
Total Liabilities	$0
Net Assets	$6,127,973

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$306,225

Expenses

$368,275

Net Income

-$62,050

Net Assets

$6,247,885

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$90,260	29.5%
Dividends	$148,579	48.5%
Sales of Assets	$67,386	22.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$320,471	87.0%
Compensation of Officers*	$42,346	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,247,885
Total Liabilities	$0
Net Assets	$6,247,885

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$326,433

Expenses

$363,977

Net Income

-$37,544

Net Assets

$6,308,330

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$143,502	44.0%
Interest Revenue	$105,641	32.4%
Dividends	$116,920	35.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$259,573	71.3%
Compensation of Officers*	$39,345	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,308,330
Total Liabilities	$0
Net Assets	$6,308,330

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$525,150

Expenses

$301,699

Net Income

$223,451

Net Assets

$6,344,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$119,115	22.7%
Dividends	$117,165	22.3%
Sales of Assets	$288,870	55.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,226	82.9%
Compensation of Officers*	$35,321	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,344,440
Total Liabilities	$0
Net Assets	$6,344,440

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$420,708

Expenses

$271,219

Net Income

$149,489

Net Assets

$6,313,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$122,077	29.0%
Dividends	$113,847	27.1%
Sales of Assets	$184,784	43.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$246,890	91.0%
Compensation of Officers*	$35,908	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,313,393
Total Liabilities	$0
Net Assets	$6,313,393

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Revenue

$171,866

Expenses

$244,547

Net Income

-$72,681

Net Assets

$6,164,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$118,511	69.0%
Dividends	$104,879	61.0%
Sales of Assets	$0
Other Income	$8,000	4.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,930	90.3%
Compensation of Officers*	$31,188	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,164,733
Total Liabilities	$0
Net Assets	$6,164,733

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Revenue

$256,464

Expenses

$284,680

Net Income

-$28,216

Net Assets

$6,234,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$143,176	55.8%
Dividends	$106,457	41.5%
Sales of Assets	$6,831	2.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$246,266	86.5%
Compensation of Officers*	$35,652	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,234,912
Total Liabilities	$0
Net Assets	$6,234,912

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Revenue

$209,000

Expenses

$275,479

Net Income

-$66,479

Net Assets

$6,263,603

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$133,526	63.9%
Dividends	$123,953	59.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$244,470	88.7%
Compensation of Officers*	$37,021	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,263,603
Total Liabilities	$0
Net Assets	$6,263,603

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Revenue

$291,751

Expenses

$270,977

Net Income

$20,774

Net Assets

$6,289,904

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$93,516	32.1%
Dividends	$129,674	44.4%
Sales of Assets	$68,561	23.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,371	81.3%
Compensation of Officers*	$33,487	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,289,904
Total Liabilities	$0
Net Assets	$6,289,904

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Revenue

$295,098

Expenses

$180,000

Net Income

$115,098

Net Assets

$5,790,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,064	1.0%
Dividends	$490	0.2%
Sales of Assets	$0
Other Income	$291,544	98.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,000	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,790,529
Total Liabilities	$0
Net Assets	$5,790,529

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated March 23, 2026

William Frank Lebus Jr Tr Uw

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $506k (2024)

Expenses $241k (2024)

Total Assets $3.26M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$506k (2024)

Expenses

$241k (2024)

Total Assets

$3.26M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005