Nonprofit · EIN 31-6651291
THE SAMUEL LYON CHARITABLE FOUNDATION INC
Tax-exempt · LOUISVILLE, KY 40206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $120,145 | $81,185 | $38,960 | $1,020,330 | $0 | $1,020,330 |
| December 31, 2024 | 990-PF | $92,610 | $77,013 | $15,597 | $981,370 | $0 | $981,370 |
| December 31, 2023 | 990-PF | $108,718 | $81,996 | $26,722 | $965,773 | $0 | $965,773 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $36,266
- Interest
- $104
- Net gain from sales of assets
- $83,775
Expenses
- Grants and similar amounts paid
- $78,000
- Disbursements for charitable purposes
- $78,713
- Excise tax on investment income
- $1,660
Balance sheet and other
- Total assets, start of year
- $981,370
- Total assets, end of year
- $1,020,330
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,020,330
- Fair market value of assets
- $1,683,129
- Qualifying distributions
- $78,713
- Net investment income
- $120,145
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELDON M YOFFE 712 BRAEVIEW ROAD, LOUISVILLE, KY 40206 | TRUSTEE | 0.5 | $0 |
| ELAINE Y WEINBERG 6727 ELMCROFT CIRCLE, LOUISVILLE, KY 40241 | TRUSTEE | 0 | $0 |
| MARLENE Y SCHAFFER 63 HARWOOD ROAD, LOUISVILLE, KY 40222 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELDON M YOFFE 712 BRAEVIEW ROAD, LOUISVILLE, KY 40206 | TRUSTEE | 0.5 | $0 |
| ELAINE Y WEINBERG 6727 ELMCROFT CIRCLE, LOUISVILLE, KY 40241 | TRUSTEE | 0 | $0 |
| MARLENE Y SCHAFFER 63 HARWOOD ROAD, LOUISVILLE, KY 40222 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELDON M YOFFE 712 BRAEVIEW ROAD, LOUISVILLE, KY 40206 | TRUSTEE | 0.5 | $0 |
| ELAINE Y WEINBERG 6727 ELMCROFT CIRCLE, LOUISVILLE, KY 40241 | TRUSTEE | 0 | $0 |
| MARLENE Y SCHAFFER 63 HARWOOD ROAD, LOUISVILLE, KY 40222 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 712 BRAEVIEW RD, LOUISVILLE, KY 40206-2990
- In care of
- % SHELDON YOFFE
- Signed the 990-PF
- SHELDON M YOFFE, TRUSTEE
- Phone
- (502) 587-1283
- Return prepared by
- BOWDEN & WOOD PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-6651291
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $1,020,330
- Income (IRS master file)
- $157,736
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $120,145 | $81,185 | $1,020,330 | IRS |
| 990-PF | December 2024 | $92,610 | $77,013 | $981,370 | XML |
| 990-PF | December 2023 | $108,718 | $81,996 | $965,773 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 31-6651291).
Questions about THE SAMUEL LYON CHARITABLE FOUNDATION INC
- What is the EIN of THE SAMUEL LYON CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of THE SAMUEL LYON CHARITABLE FOUNDATION INC is 31-6651291.
- Is THE SAMUEL LYON CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to THE SAMUEL LYON CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE SAMUEL LYON CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE SAMUEL LYON CHARITABLE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SAMUEL LYON CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE SAMUEL LYON CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE SAMUEL LYON CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $120,145, expenses of $81,185 and total assets of $1,020,330 at year end.
Other nonprofits in LOUISVILLE
- THE COMMUNITY FOUNDATION OF LOUISVILLE INC EIN 31-0997017 · last filed 990 for 2025
- SMITH BROTHERS FAMILY FOUNDATION INC EIN 84-3726366 · last filed 990-PF for 2024
- UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION EIN 47-2373203 · last filed 990 for 2025
- THE COMMUNITY FOUNDATIO OF LOUISVILLE DEPOSITORY INC EIN 31-1140889 · last filed 990 for 2025
- WILLIAM O ALDEN JR CHARITABLE TR EIN 99-6814920 · last filed 990-PF for 2025
- METRO UNITED WAY INC EIN 61-0444680 · last filed 990 for 2025
- JEWISH COMMUNITY OF LOUISVILLE INC EIN 61-0444765 · last filed 990 for 2025
- INDIGO FOUNDATION INC EIN 81-4600741 · last filed 990-PF for 2024
All nonprofits in LOUISVILLE · Kentucky · Philanthropy, voluntarism and grantmaking foundations