Sallie Taylor Faris And A Burton Faris Jr Memorial Trust Fund

Lexington, KY
Tax-exempt since July 1994
EIN: 61-6025045

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$39.8k (2024)

Expenses

$26k (2024)

Total Assets

$1.09M (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

Revenue

$39,751

Expenses

$25,969

Net Income

$13,782

Net Assets

$1,094,949

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,169	50.7%
Sales of Assets	$19,582	49.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,333	74.4%
Compensation of Officers*	$15,805	60.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,094,949
Total Liabilities	$0
Net Assets	$1,094,949

Compensation

Key Employees and Officers	Compensation	Other
Cumberland Valley National Bank (Trustee)	$15,805	$0

990-PF

Filed on May 13, 2025

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

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$2,146

Expenses

$34,878

Net Income

-$32,732

Net Assets

$1,081,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,970	> 100%
Sales of Assets	-$15,824
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,351	67.0%
Compensation of Officers*	$15,002	43.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,081,170
Total Liabilities	$0
Net Assets	$1,081,170

Compensation

Key Employees and Officers	Compensation	Other
Cumberland Valley National Bank (Trustee)	$15,002	$0

990-PF

Filed on April 30, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$23,207

Expenses

$41,349

Net Income

-$18,142

Net Assets

$1,114,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,019	64.7%
Sales of Assets	-$2,399
Other Income	$10,587	45.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,298	53.9%
Compensation of Officers*	$15,580	37.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,114,753
Total Liabilities	$0
Net Assets	$1,114,753

Compensation

Key Employees and Officers	Compensation	Other
Cumberland Valley National Bank (Trustee)	$15,580	$0

990-PF

Filed on May 2, 2023

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

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$36,681

Expenses

$32,882

Net Income

$3,799

Net Assets

$1,134,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,593	37.1%
Sales of Assets	$23,088	62.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,413	77.3%
Compensation of Officers*	$16,845	51.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,134,371
Total Liabilities	$0
Net Assets	$1,134,371

Compensation

Key Employees and Officers	Compensation	Other
Cumberland Valley National Bank (Trustee)	$16,845	$0

990-PF

Filed on Oct. 4, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$48,469

Expenses

$25,069

Net Income

$23,400

Net Assets

$1,130,545

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,330	27.5%
Sales of Assets	$35,139	72.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,230	40.8%
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	$1,130,546
Total Liabilities	$1
Net Assets	$1,130,545

Compensation

Key Employees and Officers	Compensation	Other
Cumberland Valley National Bank (Trustee)	$0	$0

990-PF

Filed on Sept. 3, 2022

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

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XML

View Filing (2 of 2)

Fiscal Year Ending Dec.
2019

Revenue

$45,269

Expenses

$23,429

Net Income

$21,840

Net Assets

$1,106,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,665	39.0%
Sales of Assets	$27,604	61.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,130	39.0%
Compensation of Officers*	$20,330	86.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,106,978
Total Liabilities	$1
Net Assets	$1,106,977

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$20,330	$0

990-PF

Filed on June 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$51,430

Expenses

$9,648

Net Income

$41,782

Net Assets

$1,085,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,631	34.3%
Sales of Assets	$33,799	65.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,626	37.6%
Compensation of Officers*	$9,066	94.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,085,051
Total Liabilities	$0
Net Assets	$1,085,051

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$9,066	$0

990-PF

Filed on Aug. 6, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$41,084

Expenses

$4,381

Net Income

$36,703

Net Assets

$1,043,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,577	35.5%
Sales of Assets	$25,505	62.1%
Other Income	$1,002	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,616	36.9%
Compensation of Officers*	$4,040	92.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,043,222
Total Liabilities	$0
Net Assets	$1,043,222

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$4,040	$0

990-PF

Filed on April 27, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$15,847

Expenses

$4,961

Net Income

$10,886

Net Assets

$968,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,693	80.1%
Sales of Assets	$3,230	20.4%
Other Income	-$76

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,522	30.7%
Compensation of Officers*	$3,806	76.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$968,371
Total Liabilities	$0
Net Assets	$968,371

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$40,903

Expenses

$6,341

Net Income

$34,562

Net Assets

$1,008,891

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,186	37.1%
Sales of Assets	$25,401	62.1%
Other Income	$316	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,710	27.0%
Compensation of Officers*	$3,840	60.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,008,891
Total Liabilities	$0
Net Assets	$1,008,891

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$46,197

Expenses

$5,852

Net Income

$40,345

Net Assets

$974,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,878	27.9%
Sales of Assets	$32,574	70.5%
Other Income	$745	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,697	29.0%
Compensation of Officers*	$3,788	64.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$974,347
Total Liabilities	$0
Net Assets	$974,347

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$17,928

Expenses

$4,157

Net Income

$13,771

Net Assets

$934,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,884	83.0%
Sales of Assets	$3,932	21.9%
Other Income	-$888

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$896	21.6%
Compensation of Officers*	$3,585	86.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$934,240
Total Liabilities	$0
Net Assets	$934,240

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$46,260

Expenses

$69,986

Net Income

-$23,726

Net Assets

$1,113,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,716	29.6%
Sales of Assets	$32,544	70.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,126	94.5%
Compensation of Officers*	$3,664	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,113,561
Total Liabilities	$0
Net Assets	$1,113,561

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Sallie Taylor Faris And A Burton Faris Jr Memorial Trust Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $39.8k (2024)

Expenses $26k (2024)

Total Assets $1.09M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$39.8k (2024)

Expenses

$26k (2024)

Total Assets

$1.09M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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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.
2005

Fiscal Year Ending Dec.
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2002

Fiscal Year Ending Dec.
2001