Nonprofit · EIN 31-0951921
LEXINGTON PHILHARMONIC ORCHESTRA FOUNDATION INC
Tax-exempt · LEXINGTON, KY 40507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $150,702 | $254,730 | -$104,028 | $3,068,700 | $0 | $3,068,700 |
| June 30, 2024 | 990 | $145,653 | $260,836 | -$115,183 | $2,991,227 | $0 | $2,991,227 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,200
- Program service revenue
- $0
- Investment income
- $144,502
- Net gain from sales of assets
- $67,095
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $235,550
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $235,550
- Management and general (functional)
- $19,180
Balance sheet and other
- Total assets, start of year
- $2,991,227
- Total assets, end of year
- $3,068,700
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,068,700
- Publicly traded securities
- $2,616,175
- Net assets without donor restrictions
- $2,817,107
- Net assets with donor restrictions
- $251,593
- Gross receipts
- $150,702
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1977
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN WHARTON | CHAIR AND TREASURER Trustee or director, Officer | 1 | $0 |
| SHARON REED | VICE-CHAIR AND SECRETARY Trustee or director, Officer | 1 | $0 |
| LARRY C DEENER | BOARD MEMBER Trustee or director | 1 | $0 |
| LOU H JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN GARDNER | BOARD MEMBER Trustee or director | 1 | $0 |
| DEAN WHITE | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL MORRILL | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY C DEENER | BOARD MEMBER Trustee or director | 1 | $0 |
| DEAN WHITE | BOARD MEMBER Trustee or director | 1 | $0 |
| LOU H JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| RENEE SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN GARDNER | BOARD MEMBER Trustee or director | 1 | $0 |
| SHARON REED | VICE-CHAIR AND SECRETARY Trustee or director, Officer | 1 | $0 |
| JOHN WHARTON | CHAIR AND TREASURER Trustee or director, Officer | 1 | $0 |
| MICHAEL MORRILL | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 161 N MILL ST, LEXINGTON, KY 40507-1125
- Principal officer (990 for 2024)
- JOHN WHARTON, 161 N MILL STREET, LEXINGTON, KY 40507
- Signed the 990
- JOHN WHARTON, CHAIRPERSON
- Phone
- (859) 233-4226
- Return prepared by
- RFH PLLC
Mission
TO SECURE LONG TERM FINANCIAL SUPPORT THROUGH PUBLIC AND PRIVATE SOURCES AND TO PROMOTE PHILANTHROPIC ACTIVITIES TO BENEFIT THE FOUNDATION'S ENDOWMENT TO SUPPORT THE LEXINGTON PHILHARMONIC SOCIETY, INC.
Program accomplishments
- A PERCENTAGE OF EARNINGS FROM PERMANENT ENDOWMENT FUNDS WERE TRANSFERRED TO THE LEXINGTON PHILHARMONIC TO HELP SUPPORT ITS ACTIVITIES.Expenses $235,550 · grants $235,550
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0951921
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2022
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A19)
- Assets (IRS master file)
- $3,068,700
- Income (IRS master file)
- $150,702
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $150,702 | $254,730 | $3,068,700 | XML |
| 990 | June 2024 | $145,653 | $260,836 | $2,991,227 | XML |
| 990 | June 2023 | $177,166 | $170,445 | $2,881,068 | IRS |
| 990 | June 2022 | $174,681 | $156,664 | $2,728,841 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0951921).
Questions about LEXINGTON PHILHARMONIC ORCHESTRA FOUNDATION INC
- What is the EIN of LEXINGTON PHILHARMONIC ORCHESTRA FOUNDATION INC?
- The employer identification number (EIN) of LEXINGTON PHILHARMONIC ORCHESTRA FOUNDATION INC is 31-0951921.
- Is LEXINGTON PHILHARMONIC ORCHESTRA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to LEXINGTON PHILHARMONIC ORCHESTRA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does LEXINGTON PHILHARMONIC ORCHESTRA FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEXINGTON PHILHARMONIC ORCHESTRA FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEXINGTON PHILHARMONIC ORCHESTRA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LEXINGTON PHILHARMONIC ORCHESTRA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names JOHN WHARTON.
- Who are the officers and directors of LEXINGTON PHILHARMONIC ORCHESTRA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LEXINGTON PHILHARMONIC ORCHESTRA FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $150,702, expenses of $254,730 and total assets of $3,068,700 at year end.
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