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Mary L Stockdell Joseph J Leary Tr

  • Frankfort, KY
  • Tax-exempt since Feb. 2012
  • EIN: 45-6597246

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$325k (2024)

Expenses
$203k (2024)

Total Assets
$3.05M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$324,628
Expenses
$203,493
Net Income
$121,135
Net Assets
$3,050,423
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $100,045
30.8%
Sales of Assets $224,583
69.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $187,092
91.9%
Compensation of Officers* $19,625
9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,050,423
Total Liabilities $0
Net Assets $3,050,423
Compensation
Key Employees and Officers Compensation Other
Independence Bank (Trustee) $19,625 $0

Document Links

990-PF
Filed on May 15, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$164,267
Expenses
$196,989
Net Income
-$32,722
Net Assets
$2,929,222
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $106,150
64.6%
Sales of Assets $58,117
35.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $183,085
92.9%
Compensation of Officers* $17,104
8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,929,222
Total Liabilities $0
Net Assets $2,929,222
Compensation
Key Employees and Officers Compensation Other
Independence Bank (Trustee) $17,104 $0

Document Links

990-PF
Filed on May 8, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$153,053
Expenses
$204,781
Net Income
-$51,728
Net Assets
$2,962,798
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $99,645
65.1%
Sales of Assets $53,408
34.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $188,133
91.9%
Compensation of Officers* $17,706
8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,962,798
Total Liabilities $0
Net Assets $2,962,798
Compensation
Key Employees and Officers Compensation Other
Independence Bank (Trustee) $17,706 $0

Document Links

990-PF
Filed on May 11, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$226,054
Expenses
$199,113
Net Income
$26,941
Net Assets
$3,015,630
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $100,212
44.3%
Sales of Assets $125,842
55.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $183,799
92.3%
Compensation of Officers* $19,367
9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,015,630
Total Liabilities $0
Net Assets $3,015,630
Compensation
Key Employees and Officers Compensation Other
Independence Bank (Trustee) $19,367 $0

Document Links

990-PF
Filed on May 12, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,163
Expenses
$200,530
Net Income
-$143,367
Net Assets
$2,989,926
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $105,567
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $188,998
94.2%
Compensation of Officers* $16,674
8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,989,927
Total Liabilities $1
Net Assets $2,989,926
Compensation
Key Employees and Officers Compensation Other
Independence Bank (Trustee) $16,674 $0

Document Links

990-PF
Filed on May 10, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$155,465
Expenses
$321,642
Net Income
-$166,177
Net Assets
$3,134,547
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $109,126
70.2%
Sales of Assets $46,339
29.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $310,592
96.6%
Compensation of Officers* $12,580
3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,134,547
Total Liabilities $0
Net Assets $3,134,547

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$150,622
Expenses
$168,205
Net Income
-$17,583
Net Assets
$3,288,992
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $138,242
91.8%
Sales of Assets $12,380
8.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $153,916
91.5%
Compensation of Officers* $16,580
9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,288,992
Total Liabilities $0
Net Assets $3,288,992

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$239,359
Expenses
$176,610
Net Income
$62,749
Net Assets
$3,306,575
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $171,720
71.7%
Sales of Assets $67,639
28.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $164,211
93.0%
Compensation of Officers* $17,368
9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,306,575
Total Liabilities $0
Net Assets $3,306,575

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$179,005
Expenses
$173,618
Net Income
$5,387
Net Assets
$3,243,826
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $85,989
48.0%
Dividends $68,252
38.1%
Sales of Assets $24,764
13.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $151,951
87.5%
Compensation of Officers* $16,899
9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,243,826
Total Liabilities $0
Net Assets $3,243,826
Compensation
Key Employees and Officers Compensation Other
Farmers Bank Capital Trust (Trustee) $16,899 $0

Document Links

990-PF
Filed on April 9, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$159,847
Expenses
$169,840
Net Income
-$9,993
Net Assets
$3,238,438
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $98,080
61.4%
Dividends $68,117
42.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,790
88.8%
Compensation of Officers* $16,925
10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,238,439
Total Liabilities $1
Net Assets $3,238,438

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,381,462
Expenses
$133,031
Net Income
$3,248,431
Net Assets
$3,248,431
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,202,907
94.7%
Program Services $0
Investment Income $35,428
1.0%
Bond Proceeds $83,371
2.5%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $59,756
1.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,853
8.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,248,431
Total Liabilities $0
Net Assets $3,248,431

Document Links

990

Primary tax return for a nonprofit’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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • 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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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