JOE & MARY LEARY TR UW 053194
Cite this
Plain text JOE & MARY LEARY TR UW 053194. Strategy Studio, nonprofit organization profile, tax years 2011–2025. https://strategystudio.org/org/616225916. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). JOE & MARY LEARY TR UW 053194 [Nonprofit organization profile; tax years 2011–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/616225916
MLA “JOE & MARY LEARY TR UW 053194.” Strategy Studio, tax years 2011–2025, https://strategystudio.org/org/616225916. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2011–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990 · revenue $364K · expenses $328K · assets $5.7M
- EIN
- 61-6225916
- Address
- 125 CHENOWETH LANE, LOUISVILLE, KY 40207-2641
- NTEE code
- T22Z
- Subsection
- 501(c)(3)
- Ruling year
- 1997
- Cross-check
- ProPublica Nonprofit Explorer
Mission
CHARITABLE TRUST
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Independence Bank Institution | TRUSTEE | 2020-2025 | $24,650 | $190,132 | 7 |
| Farmers Bank Capital Institution (former) | TRUSTEE | 2011-2012 | $22,474 | $44,099 | 1 |
| Farmers Bank Capital Trust Institution (former) | TRUSTEE | 2013 | $24,202 | $24,202 | 4 |
People by year
2025 · 1 person listed · 1 paid, $25K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| INDEPENDENCE BANK Institution | TRUSTEE | 1 | $24,650 | $0 | $0 | $24,650 | 7 |
2024 · 1 person listed · 1 paid, $34K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| INDEPENDENCE BANK Institution | TRUSTEE | 1 | $33,874 | $0 | $0 | $33,874 | 7 |
2023 · 1 person listed · 1 paid, $31K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| INDEPENDENCE BANK Institution | TRUSTEE | 1 | $31,339 | $0 | $0 | $31,339 | 7 |
2022 · 1 person listed · 1 paid, $33K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| INDEPENDENCE BANK Institution | TRUSTEE | 1 | $32,556 | $0 | $0 | $32,556 | 7 |
2021 · 1 person listed · 1 paid, $36K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| INDEPENDENCE BANK Institution | TRUSTEE | 1 | $35,824 | $0 | $0 | $35,824 | 7 |
2020 · 1 person listed · 1 paid, $32K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| INDEPENDENCE BANK Institution | TRUSTEE | 1 | $31,889 | $0 | $0 | $31,889 | 7 |
2013 · 1 person listed · 1 paid, $24K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FARMERS BANK CAPITAL TRUST Institution | TRUSTEE | 1 | $24,202 | $0 | $0 | $24,202 | 4 |
2012 · 1 person listed · 1 paid, $22K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FARMERS BANK CAPITAL Institution | TRUSTEE | 1 | $22,474 | $0 | $0 | $22,474 | 1 |
2011 · 1 person listed · 1 paid, $22K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FARMERS BANK CAPITAL Institution | TRUSTEE | 1 | $21,625 | $0 | $0 | $21,625 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 4 grants to organizations · $290K
2024 · 4 grants to organizations · $263K
2023 · 4 grants to organizations · $262K
2022 · 4 grants to organizations · $268K
2021 · 4 grants to organizations · $256K
2020 · 4 grants to organizations · $257K
2013 · 4 grants to organizations · $175K
2012 · 4 grants to organizations · $159K
2011 · 4 grants to organizations · $148K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $364,105 | $328,191 | $5,717,979 | $5,717,979 | $0 | $0 | $24,650 | 0 | - |
| 2024 · Form 990 | ||||||||
| $590,347 | $297,566 | $5,682,065 | $5,682,065 | $0 | $0 | $33,874 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $290,129 | $294,508 | $5,389,284 | $5,389,284 | $0 | $0 | $31,339 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $237,318 | $301,021 | $5,393,663 | $5,393,663 | $0 | $0 | $32,556 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $440,962 | $292,948 | $5,457,366 | $5,457,366 | $0 | $0 | $35,824 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $96,305 | $289,400 | $5,309,352 | $5,309,352 | $0 | $0 | $31,889 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $452,826 | $200,186 | $4,889,595 | $4,889,595 | $0 | $0 | $24,202 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $331,494 | $182,483 | $4,636,955 | $4,636,955 | $0 | $0 | $22,573 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $191,191 | $171,341 | $4,487,944 | $4,487,944 | $0 | $0 | $21,625 | 0 | 0 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| AGNES MASONIS CHARITABLE REMAINDER TRUST | KY | T22 | $399,133 | $96,892 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| MERCY FOUNDATION INC | KY | T22 | $382,723 | $346,097 | Director | $0 | Same NTEE code T22, revenue within 2x, same state |
| WEDGE FOUNDATION INC | KY | T22 | $365,121 | $783,616 | PRESIDENT | $126,000 | Same NTEE code T22, revenue within 2x, same state |
| MARY L DUNNING TRUST UW FBO ST JOSEPHS | TX | T22 | $349,724 | $163,055 | TRUSTEE | $39,414 | Same NTEE code T22, revenue within 2x |
| HAROLD B AND ELIZABETH L SHATTUCK MEMORIAL FUND | MA | T22 | $341,555 | $328,758 | INVESTMENTMANAGER | $17,831 | Same NTEE code T22, revenue within 2x |
| MUSHAHIDA FOUNDATION INC | FL | T22 | $365,150 | $514,095 | MUSHTAQ | $0 | Same NTEE code T22, revenue within 2x |
| THE STEVEN AND LOTTIE WALKER FAMILY FOUNDATION | CA | T22 | $343,909 | $61,238 | TREAS./COMMUNITY DIR. | $369,842 | Same NTEE code T22, revenue within 2x |
| GEORGE OLEARY CHARITABLE TR | AZ | T22 | $358,138 | $292,443 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x |
| HOWARD SCOTT RESIDUARY TRUST UW FIRST ALA BK | AL | T22 | $333,238 | $221,447 | TRUSTEE | $50,270 | Same NTEE code T22, revenue within 2x |
| MARION N ROAF TR UA 13802400 | TX | T22 | $357,436 | $228,574 | TRUSTEE, | $44,556 | Same NTEE code T22, revenue within 2x |
| LEONARD A AND MARY JANE SCHAFER CHARITABLE FOUNDATION TRUST | PA | T22 | $333,083 | $285,000 | TRUSTEE | $34,889 | Same NTEE code T22, revenue within 2x |
| B J WADE TR FBO MARGARET BROWN ET AL | TN | T22 | $398,918 | $679,616 | TRUSTEE | $27,224 | Same NTEE code T22, revenue within 2x |
| RALPH L LENKER REVISED SUC TR UA 061083 | NJ | T22 | $356,387 | $231,878 | TRUSTEE | $55,118 | Same NTEE code T22, revenue within 2x |
| LAURA B FRICK TR U ITEM 17 UWO | PA | T22 | $365,551 | $225,654 | TRUSTEE | $19,134 | Same NTEE code T22, revenue within 2x |
| LESLIE E MORGAN CHARITABLE TR | PA | T22 | $382,564 | $299,441 | TRUSTEE | $60,390 | Same NTEE code T22, revenue within 2x |
| WILLIAM D PIPER DCDF TR UW FBO EDNA MAY WALKER HOPPIN | PA | T22 | $347,882 | $316,174 | TRUSTEE | $28,663 | Same NTEE code T22, revenue within 2x |
| JOHN L AND LUCY LEMON MILTON CHARITABLE TRUST | PA | T22 | $395,118 | $428,307 | TRUSTEE | $20,163 | Same NTEE code T22, revenue within 2x |
| SUBRAMANIAM CHARITABLE FOUNDATION | OK | T22 | $332,833 | $178,741 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x |
| GWENDOLYN J MCCULLEN CHARITABLE TRUST UW 136-0001211280 | TX | T22 | $357,414 | $1,829,788 | TRUSTEE | $18,753 | Same NTEE code T22, revenue within 2x |
| DANIEL FOUNDATION INC | FL | T22 | $400,294 | $58,559 | PRESIDENT/CEO | $165,280 | Same NTEE code T22, revenue within 2x |
| MACKENSEN TRUST | OK | T22 | $389,410 | $346,811 | Foundation Mana | $56,861 | Same NTEE code T22, revenue within 2x |
| J CLINTON & L FOSHEE TR III 215 10326 08 | TX | T22 | $400,357 | $419,233 | TRUSTEE | $89,698 | Same NTEE code T22, revenue within 2x |
| H G DISBROW JR CHARITABLE TR FBO BUCKS COUNTY LIBRARY Y-M BRANCH | FL | T22 | $393,102 | $197,035 | Trustee | $29,443 | Same NTEE code T22, revenue within 2x |
| MARGUERITE M PEET MUSEUM TRUST | MO | T22 | $336,077 | $114,833 | CO-TRUSTEE | $25,734 | Same NTEE code T22, revenue within 2x |
| JENNINGS MEMORIAL FOUNDATION TR | OH | T22 | $348,884 | $412,478 | TRUSTEE | $40,744 | Same NTEE code T22, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990 · $328,191 spent · pay $24,650 · grants $290,311 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $290,311 | $290,311 | - | - | 88.5% | |
| Pay: officers, directors, trustees, key employees | $24,650 | - | $24,650 | - | 7.5% | |
| Fees: investment management | $10,564 | - | $10,564 | - | 3.2% | |
| Fees: other services | $1,916 | - | $1,916 | - | 0.6% | |
| Fees: accounting | $750 | - | $750 | - | 0.2% | |
| Total | $328,191 | 100% |
2024 · Form 990 · $297,566 spent · pay $33,874 · grants $262,942 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $262,942 | $262,942 | - | - | 88.4% | |
| Pay: officers, directors, trustees, key employees | $33,874 | $0 | $33,874 | $0 | 11.4% | |
| Fees: accounting | $750 | $0 | $750 | $0 | 0.3% | |
| Total | $297,566 | 100% |
2023 · Form 990 · $294,508 spent · pay $31,339 · grants $262,419 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $262,419 | $262,419 | - | - | 89.1% | |
| Pay: officers, directors, trustees, key employees | $31,339 | $0 | $31,339 | $0 | 10.6% | |
| Fees: accounting | $750 | $0 | $750 | $0 | 0.3% | |
| Total | $294,508 | 100% |
2022 · Form 990 · $301,021 spent · pay $32,556 · grants $267,715 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $267,715 | $267,715 | - | - | 88.9% | |
| Pay: officers, directors, trustees, key employees | $32,556 | $0 | $32,556 | $0 | 10.8% | |
| Fees: accounting | $750 | $0 | $750 | $0 | 0.2% | |
| Total | $301,021 | 100% |
2021 · Form 990 · $292,948 spent · pay $35,824 · grants $256,374 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $256,374 | $256,374 | - | - | 87.5% | |
| Pay: officers, directors, trustees, key employees | $35,824 | $0 | $35,824 | $0 | 12.2% | |
| Fees: accounting | $750 | $0 | $750 | $0 | 0.3% | |
| Total | $292,948 | 100% |
2020 · Form 990 · $289,400 spent · pay $31,889 · grants $256,761 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $256,761 | $256,761 | - | - | 88.7% | |
| Pay: officers, directors, trustees, key employees | $31,889 | $0 | $31,889 | $0 | 11.0% | |
| Fees: accounting | $750 | $0 | $750 | $0 | 0.3% | |
| Total | $289,400 | 100% |
2013 · Form 990 · $200,186 spent · pay $24,202 · grants $175,034 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $175,034 | $175,034 | - | - | 87.4% | |
| Pay: officers, directors, trustees, key employees | $24,202 | - | $24,202 | - | 12.1% | |
| Fees: accounting | $950 | - | $950 | - | 0.5% | |
| Total | $200,186 | 100% |
2012 · Form 990 · $182,483 spent · pay $22,573 · grants $158,916 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $158,916 | $158,916 | - | - | 87.1% | |
| Pay: officers, directors, trustees, key employees | $22,573 | - | $22,573 | - | 12.4% | |
| Fees: accounting | $980 | - | $980 | - | 0.5% | |
| Other (as described) | FOREIGN TAXES | $14 | - | $14 | - | 0.0% |
| Total | $182,483 | 100% |
2011 · Form 990 · $171,341 spent · pay $21,625 · grants $147,574 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $147,574 | $147,574 | - | - | 86.1% | |
| Pay: officers, directors, trustees, key employees | $21,625 | - | $21,625 | - | 12.6% | |
| Other (as described) | INVESTMENT EXPENSES | $1,191 | - | $1,191 | - | 0.7% |
| Fees: accounting | $935 | - | $935 | - | 0.5% | |
| Other (as described) | FOREIGN TAXES | $16 | - | $16 | - | 0.0% |
| Total | $171,341 | 100% |