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Jacob C Koch Charitable Trust 38 0400 00

  • Louisville, KY
  • EIN: 61-6128462

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$126k (2025)

Expenses
$142k (2025)

Total Assets
$854k (2025)

Total Liabilities
$0 (2025)

Years with missing data
Source: Form 990 tax filings from 2012 to 2025

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 May
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,803
Expenses
$142,009
Net Income
-$16,206
Net Assets
$854,182
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,844
19.7%
Sales of Assets $100,959
80.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $129,460
91.2%
Compensation of Officers* $15,513
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 $854,182
Total Liabilities $0
Net Assets $854,182
Compensation
Key Employees and Officers Compensation Other
Stock Yards Bank Trust Co (Trustee) $15,513 $0
Jeff Filcik (Vice Pres) $0 $0
Kathy Thompson (Sr V P) $0 $0
Leonard Kaufman (Director) $0 $0
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Document Links

990-PF
Filed on Oct. 14, 2025

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

View Filing
XML

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,125
Expenses
$15,993
Net Income
$26,132
Net Assets
$870,479
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,989
54.6%
Sales of Assets $19,136
45.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,593
28.7%
Compensation of Officers* $14,773
92.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $870,479
Total Liabilities $0
Net Assets $870,479
Compensation
Key Employees and Officers Compensation Other
Stock Yards Bank Trust Co (Trustee) $14,773 $0
Jeff Filcik (Vice Pres) $0 $0
Kathy Thompson (Sr V P) $0 $0
Leonard Kaufman (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 14, 2024

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

View Filing
PDF XML

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,709
Expenses
$141,843
Net Income
-$89,134
Net Assets
$844,357
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,078
41.9%
Sales of Assets $30,631
58.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $126,472
89.2%
Compensation of Officers* $15,074
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 $844,357
Total Liabilities $0
Net Assets $844,357
Compensation
Key Employees and Officers Compensation Other
Stock Yards Bank Trust Co (Trustee) $15,074 $0
Jeff Filcik (Vice Pres) $0 $0
Kathy Thompson (Sr V P) $0 $0
Leonard Kaufman (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Jan. 2, 2025

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

View Filing
PDF XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$94,868
Expenses
$158,807
Net Income
-$63,939
Net Assets
$933,497
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,915
23.1%
Sales of Assets $72,953
76.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $144,888
91.2%
Compensation of Officers* $18,077
11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $933,497
Total Liabilities $0
Net Assets $933,497
Compensation
Key Employees and Officers Compensation Other
Stock Yards Bank Trust Co (Trustee) $18,077 $0
Jeff Filcik (Vice Pres) $0 $0
Kathy Thompson (Sr V P) $0 $0
Leonard Kaufman (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 8, 2022

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

View Filing
PDF XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,498
Expenses
$118,668
Net Income
-$62,170
Net Assets
$997,440
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,049
33.7%
Sales of Assets $36,994
65.5%
Other Income $455
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,346
88.8%
Compensation of Officers* $17,483
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $997,440
Total Liabilities $0
Net Assets $997,440
Compensation
Key Employees and Officers Compensation Other
Stock Yards Bank Trust Co (Trustee) $17,483 $0
Jeff Filcik (Vice Pres) $0 $0
Kathy Thompson (Sr V P) $0 $0
Leonard Kaufman (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 8, 2022

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

View Filing
PDF XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,074
Expenses
$110,853
Net Income
-$80,779
Net Assets
$1,059,290
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,834
69.3%
Sales of Assets $8,826
29.3%
Other Income $414
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $97,621
88.1%
Compensation of Officers* $16,503
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,059,290
Total Liabilities $0
Net Assets $1,059,290

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2019

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 May
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 May
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 May
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,306
Expenses
$101,851
Net Income
-$54,545
Net Assets
$1,175,030
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,769
54.5%
Sales of Assets $21,399
45.2%
Other Income $138
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,922
89.3%
Compensation of Officers* $14,220
14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,175,030
Total Liabilities $0
Net Assets $1,175,030

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$115,946
Expenses
$104,750
Net Income
$11,196
Net Assets
$1,229,611
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,432
24.5%
Sales of Assets $87,514
75.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $89,885
85.8%
Compensation of Officers* $14,129
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 $1,229,611
Total Liabilities $0
Net Assets $1,229,611

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$123,936
Expenses
$93,343
Net Income
$30,593
Net Assets
$1,218,464
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,858
24.1%
Sales of Assets $94,078
75.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,993
84.6%
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 $1,218,464
Total Liabilities $0
Net Assets $1,218,464

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,509
Expenses
$99,324
Net Income
-$39,815
Net Assets
$1,187,872
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,675
34.7%
Sales of Assets $38,834
65.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $82,665
83.2%
Compensation of Officers* $13,267
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 $1,187,872
Total Liabilities $0
Net Assets $1,187,872

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$145,990
Expenses
$93,918
Net Income
$52,072
Net Assets
$1,226,291
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,551
17.5%
Sales of Assets $120,439
82.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,478
83.6%
Compensation of Officers* $13,487
14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,226,291
Total Liabilities $0
Net Assets $1,226,291

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2011

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 May
2010

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 May
2009

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 May
2008

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 May
2007

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 May
2006

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 May
2005

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 May
2004

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 May
2003

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 May
2002

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

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.

API

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

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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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