Totals
- Total revenue
- $553,565
- Total expenses
- $391,015
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $249,719
- Investment income
- $303,846
- Other revenue
- $0
- Total assets, end of year
- $4,280,678
- Total liabilities, end of year
- $67,330
- Net assets or fund balances, end of year
- $4,213,348
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $249,719 · related or exempt $249,719
-
3 · Investment income
total $86,593 · unrelated business $86,593
-
7a · Gross sales of assets other than inventory
securities $1,353,935
-
7b · Less cost or other basis and sales expenses
securities $1,136,682
-
7c · Gain or loss
securities $217,253
-
7d · Net gain or loss
total $217,253 · unrelated business $217,253
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $106,009
-
11c · Fees: accounting
total $19,300
-
11f · Fees: investment management
total $25,135
-
11g · Fees: other
total $233,568
-
23 · Insurance
total $7,003
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $163,691 · end of year $431,768
-
2 · Savings and temporary cash investments
beginning of year $98,017 · end of year $72,578
-
4 · Accounts receivable
beginning of year $6,082 · end of year $16,203
-
9 · Prepaid expenses and deferred charges
beginning of year $4,057 · end of year $3,662
-
11 · Investments: publicly traded securities
beginning of year $2,400,477 · end of year $2,096,469
-
15 · Other assets
beginning of year $1,496,314 · end of year $1,659,998
-
17 · Accounts payable and accrued expenses
beginning of year $16,700 · end of year $16,700
-
19 · Deferred revenue
beginning of year $15,759 · end of year $21,654
-
25 · Other liabilities
beginning of year $53,243 · end of year $28,976
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $4,082,936 · end of year $4,213,348
Mission and programs · 2024
Mission
WELFARE BENEFITS
-
TRUST PLANS PROVIDED DENTAL, ACCIDENTAL DEATH AND DISMEMBERMENT AND GROUP LIFE INSURANCE BENEFITS FOR PARTICIPATING EMPLOYEES OF SUBSCRIBING EMPLOYERS. THE TRUST HAD 853 PARTICIPATING EMPLOYEES AS OF JUNE 30, 2025.
As filed on the 2024 return.
Listed in Part VII
-
Joseph J JacobsJOSEPH J JACOBS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.3
-
Charles J BairdCHARLES J BAIRD
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.3
-
M Lynn ParrishM LYNN PARRISH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
John JusticeJOHN JUSTICE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
Community Trust BankCOMMUNITY TRUST BANK
TRUSTEE
- Total calculated
- $25,135
- From this org
- $0
- From related orgs
- $0
- Other
- $25,135
- Hours/week
- 10
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
IMPACT ENERGY INDUSTRY HEALTH TRUST
501(C)(9) · HEALTH BENEFITS · KY
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
LANDMARK MINING CO INC
CONTRIBUTING EMPLOYER
-
COAL OPERATORS & ASSOC INC
CONTRIBUTING EMPLOYER
-
HARKINS MINERAL ASSOCIATES
CONTRIBUTING EMPLOYER
-
CRIMSON COAL CORP
CONTRIBUTING EMPLOYER
-
MULLINS ENTERPRISE CO INC
CONTRIBUTING EMPLOYER
-
BAIRD & BAIRD PSC
CONTRIBUTING EMPLOYER
-
KYN COAL COMPANY INC
CONTRIBUTING EMPLOYER
-
DARCO ENERGY MANAGEMENT CORP
CONTRIBUTING EMPLOYER
-
JIGSAW ENTERPRISES LLC
CONTRIBUTING EMPLOYER
-
FOOLS GOLD ENERGY CORP CO MAVERICK INSURANCE
CONTRIBUTING EMPLOYER
-
KEENE MINING CONSULTANTS INC
CONTRIBUTING EMPLOYER
-
MARSHALL VENTURES LLC
CONTRIBUTING EMPLOYER
-
MINESAFE ELECTRONICS INC
CONTRIBUTING EMPLOYER
-
IMPCO INC
CONTRIBUTING EMPLOYER
-
JUSTICE LAND SURVEYING & ENGINEERING INC
CONTRIBUTING EMPLOYER
-
CUMBERLAND VALLEY RESOURCSLLC
CONTRIBUTING EMPLOYER
-
INTERSTATE HYDRAULICS IND INC
CONTRIBUTING EMPLOYER
-
JUDITH TRUCKING CO INC
CONTRIBUTING EMPLOYER
-
HRT MACHINE & HYD INC
CONTRIBUTING EMPLOYER
-
S & S SALVAGE LLC
CONTRIBUTING EMPLOYER
-
MARWOOD LAND CO INC
CONTRIBUTING EMPLOYER
-
ELKHORN ENGINEERING INC
CONTRIBUTING EMPLOYER
-
TRC MINING CORPORATION
CONTRIBUTING EMPLOYER
-
KY OIL & GAS ASSOCIATION
CONTRIBUTING EMPLOYER
-
WETLAND SERVICES INC CO MCELROY MITCHELL & ASSOC
CONTRIBUTING EMPLOYER
-
FGX SEPTECH GLOBAL LLC
CONTRIBUTING EMPLOYER
-
BLUEGRASS STREAM LLC
CONTRIBUTING EMPLOYER
-
CA MAC ENTERPRISES LLC
CONTRIBUTING EMPLOYER
-
WILLIAMS BROS COAL CO INC
CONTRIBUTING EMPLOYER
-
ENERGY ASSOCIATES INC
CONTRIBUTING EMPLOYER
-
HANNER MACHINE LLC
CONTRIBUTING EMPLOYER
-
STAR RIDGE LAND LLC
CONTRIBUTING EMPLOYER
-
EWM SERVICES LLC
CONTRIBUTING EMPLOYER
-
SOUTHERN KY ENERGY LLC
CONTRIBUTING EMPLOYER
-
JRC MINING INC
CONTRIBUTING EMPLOYER
-
BLACK DIAMOND MNGMNT SVCS CORP
CONTRIBUTING EMPLOYER
-
AQUATIC RESOURCES MANAGMNTLLC
CONTRIBUTING EMPLOYER
-
PYROCHEM CATALYST CO
CONTRIBUTING EMPLOYER
-
BEE B & B MANAGEMENT LLC
CONTRIBUTING EMPLOYER
-
LINDSEY ENTERPRISES LLC
CONTRIBUTING EMPLOYER
-
LEXINGTON COAL COMPANY LLC
CONTRIBUTING EMPLOYER
-
REPUBLIC SUPERIOR PRODUCTS
CONTRIBUTING EMPLOYER
-
ROXIE TRUCKING INC
CONTRIBUTING EMPLOYER
-
MOUNTAIN FUELS INC
CONTRIBUTING EMPLOYER
-
BASIN OPERATING ACCT LLC
CONTRIBUTING EMPLOYER
-
ROGERS PETROLEUM SERVICES INC
CONTRIBUTING EMPLOYER
-
JOHNSON INDUSTRIES INC
CONTRIBUTING EMPLOYER
-
UNITED AMERICAN ENERGY
CONTRIBUTING EMPLOYER
-
THE ELK HORN COAL CO LLC
CONTRIBUTING EMPLOYER
-
CONTINENTAL REFINING CO LLC
CONTRIBUTING EMPLOYER
-
TRICO RESOURCES LLC
CONTRIBUTING EMPLOYER
-
TRI SPAN BOILERS LLC
CONTRIBUTING EMPLOYER
-
LEWIS COAL SALES LLC
CONTRIBUTING EMPLOYER
-
HAY EXPLORATION INC
CONTRIBUTING EMPLOYER
-
RWS RESOURCES
CONTRIBUTING EMPLOYER
-
APPALACHIAN HIGHWALL MINNG LLC
CONTRIBUTING EMPLOYER
-
NORTH STAR STRATEGIES LLC
CONTRIBUTING EMPLOYER
-
VALOR OIL LLC
CONTRIBUTING EMPLOYER
-
K&M CONTRACTING
CONTRIBUTING EMPLOYER
-
KEN'S TOWING AND SERVICE LLC
CONTRIBUTING EMPLOYER
-
SUNSHINE OIL AND GAS LLC
CONTRIBUTING EMPLOYER
-
RAPID MINING FM KY LLC
CONTRIBUTING EMPLOYER
-
EAST KY MIDSTREAM LLC
CONTRIBUTING EMPLOYER
-
BARKER INDUSTRIES INC
CONTRIBUTING EMPLOYER
-
EAGLE WELL INVESTMENTS LLC
CONTRIBUTING EMPLOYER
-
EAST KENTUCKY WATER INC
CONTRIBUTING EMPLOYER
-
BEE B AND B LLC
CONTRIBUTING EMPLOYER
-
BLACKCAT CONSTRUCTION LLC
CONTRIBUTING EMPLOYER
-
PRECISION INC
CONTRIBUTING EMPLOYER
-
TRINITY REPAIR SERVICES
CONTRIBUTING EMPLOYER
-
RESURRECTION COAL INC
CONTRIBUTING EMPLOYER
-
RAVEN COAL LLC
CONTRIBUTING EMPLOYER
-
SELAH CORPORATION
CONTRIBUTING EMPLOYER
-
COLEMAN TRANSPORT INC
CONTRIBUTING EMPLOYER
-
P & A ENGINEERS & CONSULT
CONTRIBUTING EMPLOYER
-
TAHITI ENERGY INC
CONTRIBUTING EMPLOYER
-
BOCA ENTERPRISES INC
CONTRIBUTING EMPLOYER
-
THIRD ROCK CONSULTANTS LLC
CONTRIBUTING EMPLOYER
-
MULLINS TRUCKING LLC
CONTRIBUTING EMPLOYER
-
EAGLE ONE MINING INC
CONTRIBUTING EMPLOYER
-
J&S COAL LLC
CONTRIBUTING EMPLOYER
-
CARBON ENERGY LLC
CONTRIBUTING EMPLOYER
-
RED ROCK ENTERPRISES INC
CONTRIBUTING EMPLOYER
-
DFM PROCESSING LLC
CONTRIBUTING EMPLOYER
-
LEGENDS CONSTRUCTION CO LLC
CONTRIBUTING EMPLOYER
-
TWB LLC DBA RUSTY ROOSTER RECYCLING
CONTRIBUTING EMPLOYER
-
RILEY AND SCOTT ENERGY
CONTRIBUTING EMPLOYER
-
CARBON RIVER COAL CORP
CONTRIBUTING EMPLOYER
-
LEESVILLE LAND LLC
CONTRIBUTING EMPLOYER
-
PHELPS COAL & LAND COMPANY INC
CONTRIBUTING EMPLOYER
-
NAS COAL LEASING
CONTRIBUTING EMPLOYER
-
KENTUCKY RIVER PROPERTIES LLC
CONTRIBUTING EMPLOYER
-
BIG SANDY RESOURCES INC
CONTRIBUTING EMPLOYER
-
THE WELLS COMPANIES
CONTRIBUTING EMPLOYER
-
NFC MINING INC AND AFFILIATES
CONTRIBUTING EMPLOYER
-
JMAC LEASING INC
CONTRIBUTING EMPLOYER
-
HAYES INC
CONTRIBUTING EMPLOYER
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 27 April 2026
- IRS schema version
- 2024v5.5
- Source object
- 202611319349300736
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.