STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Independence Bank Institution TRUSTEE2020-2025 $24,650$190,132 7
Farmers Bank Capital Institution (former) TRUSTEE2011-2012 $22,474$44,099 1
Farmers Bank Capital Trust Institution (former) TRUSTEE2013 $24,202$24,202 4

People by year

2025 · 1 person listed · 1 paid, $25K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
INDEPENDENCE BANK Institution TRUSTEE1 $24,650$0$0 $24,6507
2024 · 1 person listed · 1 paid, $34K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
INDEPENDENCE BANK Institution TRUSTEE1 $33,874$0$0 $33,8747
2023 · 1 person listed · 1 paid, $31K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
INDEPENDENCE BANK Institution TRUSTEE1 $31,339$0$0 $31,3397
2022 · 1 person listed · 1 paid, $33K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
INDEPENDENCE BANK Institution TRUSTEE1 $32,556$0$0 $32,5567
2021 · 1 person listed · 1 paid, $36K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
INDEPENDENCE BANK Institution TRUSTEE1 $35,824$0$0 $35,8247
2020 · 1 person listed · 1 paid, $32K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
INDEPENDENCE BANK Institution TRUSTEE1 $31,889$0$0 $31,8897
2013 · 1 person listed · 1 paid, $24K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FARMERS BANK CAPITAL TRUST Institution TRUSTEE1 $24,202$0$0 $24,2024
2012 · 1 person listed · 1 paid, $22K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FARMERS BANK CAPITAL Institution TRUSTEE1 $22,474$0$0 $22,4741
2011 · 1 person listed · 1 paid, $22K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FARMERS BANK CAPITAL Institution TRUSTEE1 $21,625$0$0 $21,6251

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$364,105$328,191 $5,717,979$5,717,979 $0$0 $24,6500-
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$590,347$297,566 $5,682,065$5,682,065 $0$0 $33,87400
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$290,129$294,508 $5,389,284$5,389,284 $0$0 $31,33900
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$237,318$301,021 $5,393,663$5,393,663 $0$0 $32,55600
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$440,962$292,948 $5,457,366$5,457,366 $0$0 $35,82400
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$96,305$289,400 $5,309,352$5,309,352 $0$0 $31,88900
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$452,826$200,186 $4,889,595$4,889,595 $0$0 $24,20200
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$331,494$182,483 $4,636,955$4,636,955 $0$0 $22,57300
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$191,191$171,341 $4,487,944$4,487,944 $0$0 $21,62500

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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
AGNES MASONIS CHARITABLE REMAINDER TRUSTKYT22 $399,133$96,892 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
MERCY FOUNDATION INCKYT22 $382,723$346,097 Director$0 Same NTEE code T22, revenue within 2x, same state
WEDGE FOUNDATION INCKYT22 $365,121$783,616 PRESIDENT$126,000 Same NTEE code T22, revenue within 2x, same state
MARY L DUNNING TRUST UW FBO ST JOSEPHSTXT22 $349,724$163,055 TRUSTEE$39,414 Same NTEE code T22, revenue within 2x
HAROLD B AND ELIZABETH L SHATTUCK MEMORIAL FUNDMAT22 $341,555$328,758 INVESTMENTMANAGER$17,831 Same NTEE code T22, revenue within 2x
MUSHAHIDA FOUNDATION INCFLT22 $365,150$514,095 MUSHTAQ$0 Same NTEE code T22, revenue within 2x
THE STEVEN AND LOTTIE WALKER FAMILY FOUNDATIONCAT22 $343,909$61,238 TREAS./COMMUNITY DIR.$369,842 Same NTEE code T22, revenue within 2x
GEORGE OLEARY CHARITABLE TRAZT22 $358,138$292,443 TRUSTEE$0 Same NTEE code T22, revenue within 2x
HOWARD SCOTT RESIDUARY TRUST UW FIRST ALA BKALT22 $333,238$221,447 TRUSTEE$50,270 Same NTEE code T22, revenue within 2x
MARION N ROAF TR UA 13802400TXT22 $357,436$228,574 TRUSTEE,$44,556 Same NTEE code T22, revenue within 2x
LEONARD A AND MARY JANE SCHAFER CHARITABLE FOUNDATION TRUSTPAT22 $333,083$285,000 TRUSTEE$34,889 Same NTEE code T22, revenue within 2x
B J WADE TR FBO MARGARET BROWN ET ALTNT22 $398,918$679,616 TRUSTEE$27,224 Same NTEE code T22, revenue within 2x
RALPH L LENKER REVISED SUC TR UA 061083NJT22 $356,387$231,878 TRUSTEE$55,118 Same NTEE code T22, revenue within 2x
LAURA B FRICK TR U ITEM 17 UWOPAT22 $365,551$225,654 TRUSTEE$19,134 Same NTEE code T22, revenue within 2x
LESLIE E MORGAN CHARITABLE TRPAT22 $382,564$299,441 TRUSTEE$60,390 Same NTEE code T22, revenue within 2x
WILLIAM D PIPER DCDF TR UW FBO EDNA MAY WALKER HOPPINPAT22 $347,882$316,174 TRUSTEE$28,663 Same NTEE code T22, revenue within 2x
JOHN L AND LUCY LEMON MILTON CHARITABLE TRUSTPAT22 $395,118$428,307 TRUSTEE$20,163 Same NTEE code T22, revenue within 2x
SUBRAMANIAM CHARITABLE FOUNDATIONOKT22 $332,833$178,741 DIRECTOR$0 Same NTEE code T22, revenue within 2x
GWENDOLYN J MCCULLEN CHARITABLE TRUST UW 136-0001211280TXT22 $357,414$1,829,788 TRUSTEE$18,753 Same NTEE code T22, revenue within 2x
DANIEL FOUNDATION INCFLT22 $400,294$58,559 PRESIDENT/CEO$165,280 Same NTEE code T22, revenue within 2x
MACKENSEN TRUSTOKT22 $389,410$346,811 Foundation Mana$56,861 Same NTEE code T22, revenue within 2x
J CLINTON & L FOSHEE TR III 215 10326 08TXT22 $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 BRANCHFLT22 $393,102$197,035 Trustee$29,443 Same NTEE code T22, revenue within 2x
MARGUERITE M PEET MUSEUM TRUSTMOT22 $336,077$114,833 CO-TRUSTEE$25,734 Same NTEE code T22, revenue within 2x
JENNINGS MEMORIAL FOUNDATION TROHT22 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
NEVIASER FOUNDATION Private foundation$200,0004 12022–2025 DANIEL FOUNDATION INC
Neviaser Charitable Foundation Inc Private foundation$125,0001 12013–2013 DANIEL FOUNDATION INC
CHARITY BRIDGE FUND DAF sponsor$87,6974 12014–2017 ANNAS CELEBRATION OF LIFE FOUNDATION INC
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$85,5008 22020–2024 THE TIMOTHY J PIAZZA MEMORIAL FOUNDATION INC; ANNAS CELEBRATION OF LIFE FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$62,7265 12018–2024 DANIEL FOUNDATION INC
FELTEL FAMILY FOUNDATION INC Private foundation$40,00010 12016–2025 DANIEL FOUNDATION INC
THOMAS M & IRENE B KIRBO CHARITABLE Private foundation$30,0006 12020–2025 DANIEL FOUNDATION INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$15,0002 22024–2024 THE TIMOTHY J PIAZZA MEMORIAL FOUNDATION INC; DANIEL FOUNDATION INC
DUFFORD FAM FOUNDATION Private foundation$15,0003 12022–2025 DANIEL FOUNDATION INC
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$13,31122 12015–2023 DANIEL FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$8,4501 12024–2024 THE TIMOTHY J PIAZZA MEMORIAL FOUNDATION INC
CEDAR STREET CHARITABLE FOUNDATION INC DAF sponsor$8,0001 12017–2017 DANIEL FOUNDATION INC
NATIONAL PHILANTHROPIC TR DAF sponsor$6,0001 12024–2024 THE TIMOTHY J PIAZZA MEMORIAL FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$5,1451 12023–2023 ANNAS CELEBRATION OF LIFE FOUNDATION INC
PHILIOS FOUNDATION INC Private foundation$5,0001 12010–2010 DANIEL FOUNDATION INC

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
LineAs describedTotalProgramManagementFundraisingShare
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$328,191100%

View the filing

2024 · Form 990 · $297,566 spent · pay $33,874 · grants $262,942 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$297,566100%

View the filing

2023 · Form 990 · $294,508 spent · pay $31,339 · grants $262,419 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$294,508100%

View the filing

2022 · Form 990 · $301,021 spent · pay $32,556 · grants $267,715 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$301,021100%

View the filing

2021 · Form 990 · $292,948 spent · pay $35,824 · grants $256,374 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$292,948100%

View the filing

2020 · Form 990 · $289,400 spent · pay $31,889 · grants $256,761 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$289,400100%

View the filing

2013 · Form 990 · $200,186 spent · pay $24,202 · grants $175,034 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$200,186100%

View the filing

2012 · Form 990 · $182,483 spent · pay $22,573 · grants $158,916 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$182,483100%

View the filing

2011 · Form 990 · $171,341 spent · pay $21,625 · grants $147,574 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$171,341100%

View the filing