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LEWIS AND CLARK TRUST, INC.

Company Details

Name: LEWIS AND CLARK TRUST, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 17 Jan 2012 (13 years ago)
Organization Date: 17 Jan 2012 (13 years ago)
Last Annual Report: 26 Mar 2025 (24 days ago)
Organization Number: 0810034
ZIP code: 40503
City: Lexington
Primary County: Fayette County
Principal Office: 1867 BELLEFONTE DRIVE, LEXINGTON, KY 40503
Place of Formation: KENTUCKY

Treasurer

Name Role
JAMES L MALLORY Treasurer

Secretary

Name Role
JAMES L MALLORY Secretary

Director

Name Role
JAMES L. MALLORY Director
STEPHENIE AMBROSE TUBBS Director
BRYANT BOSWELL Director
LORNA HAINESWORTH Director
RICHARD PRESTHOLDT Director
TONY TURNBOW Director
JEFF TROUPE Director
HASAN DAVIS Director

Incorporator

Name Role
JAMES L. MALLORY Incorporator

Registered Agent

Name Role
JAMES L. MALLORY Registered Agent

Chairman

Name Role
STEPHENIE AMBROSE TUBBS Chairman

Filings

Name File Date
Annual Report 2025-03-26
Annual Report 2024-02-15
Annual Report 2023-05-12
Annual Report 2022-03-31
Annual Report 2021-04-09
Annual Report 2020-04-07
Annual Report 2019-03-29
Annual Report 2018-02-23
Annual Report 2017-02-28
Annual Report 2016-01-28

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
45-4290831 Corporation Unconditional Exemption 1867 BELLEFONTE DR, LEXINGTON, KY, 40503-2001 2012-03
In Care of Name % JAMES L MALLORY
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2024-09
Asset 25,000 to 99,999
Income 25,000 to 99,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Sep
Asset Amount 70392
Income Amount 97334
Form 990 Revenue Amount 97334
National Taxonomy of Exempt Entities Arts, Culture and Humanities: Historical Societies, Related Historical Activities
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s) FinalLetter_45-4290831_LEWISANDCLARKTRUSTINC_01202012_01.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name LEWIS AND CLARK TRUST INC
EIN 45-4290831
Tax Period 202309
Filing Type E
Return Type 990EZ
File View File
Organization Name LEWIS AND CLARK TRUST INC
EIN 45-4290831
Tax Period 202209
Filing Type E
Return Type 990EZ
File View File
Organization Name LEWIS AND CLARK TRUST INC
EIN 45-4290831
Tax Period 202009
Filing Type E
Return Type 990EZ
File View File
Organization Name LEWIS AND CLARK TRUST INC
EIN 45-4290831
Tax Period 201909
Filing Type E
Return Type 990EZ
File View File
Organization Name LEWIS AND CLARK TRUST INC
EIN 45-4290831
Tax Period 201809
Filing Type E
Return Type 990EZ
File View File
Organization Name LEWIS AND CLARK TRUST INC
EIN 45-4290831
Tax Period 201709
Filing Type E
Return Type 990EZ
File View File
Organization Name LEWIS AND CLARK TRUST INC
EIN 45-4290831
Tax Period 201609
Filing Type E
Return Type 990EZ
File View File

Sources: Kentucky Secretary of State