Nannine C Wallis Tr Uw 21696

Louisville, KY
Tax-exempt since Nov. 1994
EIN: 61-6070746

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.

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

$6,103

Expenses

$13,238

Net Income

-$7,135

Net Assets

$114,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,540	74.4%
Sales of Assets	$1,484	24.3%
Other Income	$79	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,609	95.2%
Compensation of Officers*	$754	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$114,398
Total Liabilities	$0
Net Assets	$114,398

Compensation

Key Employees and Officers	Compensation	Other
Stock Yards Bank And Trust (Trustee)	$754	$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

$16,877

Expenses

$7,328

Net Income

$9,549

Net Assets

$121,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,129	24.5%
Sales of Assets	$12,748	75.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,943	94.7%
Compensation of Officers*	$715	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	$121,605
Total Liabilities	$0
Net Assets	$121,605

Compensation

Key Employees and Officers	Compensation	Other
Stock Yards Bank And Trust (Trustee)	$715	$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

$5,084

Expenses

$6,571

Net Income

-$1,487

Net Assets

$112,110

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,004	59.1%
Sales of Assets	$2,080	40.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,898	89.8%
Compensation of Officers*	$759	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$112,110
Total Liabilities	$0
Net Assets	$112,110

Compensation

Key Employees and Officers	Compensation	Other
Stock Yards Bank And Trust (Trustee)	$759	$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

$15,689

Expenses

$7,563

Net Income

$8,126

Net Assets

$113,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,646	23.2%
Sales of Assets	$12,043	76.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,960	92.0%
Compensation of Officers*	$826	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$113,656
Total Liabilities	$0
Net Assets	$113,656

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank Trust Department (Trustee)	$686	$0
Stock Yards Bank & Trust (Trustee)	$140	$0

990-PF

Filed on April 28, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$10,399

Expenses

$6,835

Net Income

$3,564

Net Assets

$105,525

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$3,342	32.1%
Sales of Assets	$7,030	67.6%
Other Income	$24	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,763	84.3%
Compensation of Officers*	$735	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	$105,526
Total Liabilities	$1
Net Assets	$105,525

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank Trust Department (Trustee)	$735	$0

990-PF

Filed on April 23, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$7,951

Expenses

$6,736

Net Income

$1,215

Net Assets

$101,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.3%
Dividends	$3,433	43.2%
Sales of Assets	$4,472	56.2%
Other Income	$20	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,589	83.0%
Compensation of Officers*	$713	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$101,977
Total Liabilities	$1
Net Assets	$101,976

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank Trust Department (Trustee)	$713	$0

990-PF

Filed on June 4, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$11,652

Expenses

$6,115

Net Income

$5,537

Net Assets

$100,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$45	0.4%
Dividends	$3,169	27.2%
Sales of Assets	$8,426	72.3%
Other Income	$12	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,003	81.8%
Compensation of Officers*	$709	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$100,807
Total Liabilities	$0
Net Assets	$100,807

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank Trust Department (Trustee)	$709	$0

990-PF

Filed on May 3, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$11,010

Expenses

$7,231

Net Income

$3,779

Net Assets

$95,270

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.1%
Dividends	$3,383	30.7%
Sales of Assets	$7,614	69.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,380	74.4%
Compensation of Officers*	$2,000	27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$95,270
Total Liabilities	$0
Net Assets	$95,270

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank Trust Department (Trustee)	$2,000	$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

$12,253

Expenses

$6,043

Net Income

$6,210

Net Assets

$91,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$2,813	23.0%
Sales of Assets	$9,435	77.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,377	72.4%
Compensation of Officers*	$1,833	30.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$91,475
Total Liabilities	$0
Net Assets	$91,475

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank Trust Department (Trustee)	$1,833	$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

$5,147

Expenses

$5,374

Net Income

-$227

Net Assets

$85,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$2,831	55.0%
Sales of Assets	$2,314	45.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,634	67.6%
Compensation of Officers*	$2,000	37.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$85,431
Total Liabilities	$0
Net Assets	$85,431

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank Trust Department (Trustee)	$2,000	$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

$5,408

Expenses

$4,974

Net Income

$434

Net Assets

$85,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.1%
Dividends	$3,077	56.9%
Sales of Assets	$2,328	43.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,550	71.4%
Compensation of Officers*	$1,629	32.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$85,653
Total Liabilities	$0
Net Assets	$85,653

Compensation

Key Employees and Officers	Compensation	Other
Kentucky Bank Trust Department (Trustee)	$1,629	$0

990-PF

Filed on March 13, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$4,361

Expenses

$4,059

Net Income

$302

Net Assets

$105,334

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,765	63.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,596	36.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,016	25.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$105,334
Total Liabilities	$0
Net Assets	$105,334

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$3,330

Expenses

$4,111

Net Income

-$781

Net Assets

$97,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,869	86.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$461	13.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$966	23.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$97,139
Total Liabilities	$0
Net Assets	$97,139

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,274

Expenses

$3,498

Net Income

-$224

Net Assets

$94,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,926	89.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$348	10.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$889	25.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$94,438
Total Liabilities	$0
Net Assets	$94,438

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

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.

Updated April 20, 2026

Nannine C Wallis Tr Uw 21696

Organization summary

Type of Nonprofit

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

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

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001