Nonprofit · EIN 36-4993121
LEGACY FOUNDATION
Tax-exempt · MONTGOMERY, AL 36104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $4,232,727 | $3,045,919 | $1,186,808 | $90,672,008 | $0 | $90,672,008 |
| September 30, 2024 | 990 | $32,842,528 | $17,994,175 | $14,848,353 | $89,485,200 | $0 | $89,485,200 |
| September 30, 2023 | 990 | $20,056,128 | $3,616,718 | $16,439,410 | $74,636,847 | $0 | $74,636,847 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $4,232,727
- Net gain from sales of assets
- $1,377,433
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $55,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $2,778,052
- Management and general (functional)
- $267,867
Balance sheet and other
- Total assets, start of year
- $89,485,200
- Total assets, end of year
- $90,672,008
- Total liabilities, end of year
- $0
- Net assets, end of year
- $90,672,008
- Gross receipts
- $32,514,920
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2021
- State of legal domicile
- AL
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERA DUVERNAY | SECRETARY/TREASURER Trustee or director, Officer | 20 | $0 | $180,602 | $30,257 |
| SIA SANNEH | DIRECTOR Trustee or director | 20 | $0 | $151,073 | $29,057 |
| SONIA KAPADIA | DIRECTOR Trustee or director | 20 | $0 | $138,292 | $23,057 |
| RANDALL SUSSKIND | DIRECTOR Trustee or director | 20 | $0 | $85,138 | $25,457 |
| BRYAN STEVENSON | PRESIDENT Trustee or director, Officer | 20 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERA DUVERNAY | SECRETARY/TREASURER Trustee or director, Officer | 20 | $0 | $147,962 | $23,057 |
| SONIA KAPADIA | DIRECTOR Trustee or director | 20 | $0 | $120,110 | $23,057 |
| SIA SANNEH | DIRECTOR Trustee or director | 20 | $0 | $127,780 | $5,764 |
| RANDALL SUSSKIND | DIRECTOR Trustee or director | 20 | $0 | $58,896 | $23,057 |
| BRYAN STEVENSON | PRESIDENT Trustee or director, Officer | 20 | $0 | $0 | $8,155 |
990 for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERA DUVERNAY | SECRETARY/TREASURER Trustee or director, Officer | 20 | $0 | $149,105 | $23,025 |
| SIA SANNEH | DIRECTOR Trustee or director | 20 | $0 | $129,427 | $0 |
| BRYAN STEVENSON | PRESIDENT Trustee or director, Officer | 20 | $0 | $0 | $8,142 |
Address and contacts
- Address (IRS master file)
- 122 COMMERCE ST, MONTGOMERY, AL 36104-2538
- Principal officer (990 for 2024)
- BRYAN STEVENSON, 122 COMMERCE STREET, MONTGOMERY, AL 36104
- Signed the 990
- BRYAN STEVENSON, PRESIDENT
- Phone
- (334) 269-1803
- Return prepared by
- CRI ADVISORS LLC
Mission
THE LEGACY FOUNDATION IS A CHARITABLE, CULTURAL AND EDUCATIONAL NONPROFIT ESTABLISHED TO PROMOTE A DEEPER UNDERSTANDING OF AMERICA'S HISTORY BY SUPPORTING CULTURAL INSTITUTIONS, EDUCATIONAL PROJECTS AND INITIATIVES, AND PROJECT SUPPORT DEDICATED TO THIS PURPOSE.
Program accomplishments
- LEGACY FOUNDATION WILL PROVIDE LONG TERM SUPPORT TO THE LEGACY SITES IN MONTGOMERY, ALABAMA. ACQUISITIONS, SITE ENHANCEMENTS AND DEVELOPMENT WILL BE CONSIDERED AND EVALUATED BY THE FOUNDATION TO IMPROVE, MAINTAIN AND PRESERVE THE FUNCTIONING OF THE SPACES AND THE VISITOR EXPERIENCE.Expenses $2,778,052 · grants $55,000
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 36-4993121
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A12)
- Assets (IRS master file)
- $90,672,008
- Income (IRS master file)
- $32,514,920
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $4,232,727 | $3,045,919 | $90,672,008 | XML |
| 990 | September 2024 | $32,842,528 | $17,994,175 | $89,485,200 | XML |
| 990 | September 2023 | $20,056,128 | $3,616,718 | $74,636,847 | XML |
| 990 | September 2022 | -$789,899 | $1,011,852 | $58,197,437 | IRS |
| 990 | September 2021 | – | – | – | 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 36-4993121).
Questions about LEGACY FOUNDATION
- What is the EIN of LEGACY FOUNDATION?
- The employer identification number (EIN) of LEGACY FOUNDATION is 36-4993121.
- Is LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEGACY FOUNDATION 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 LEGACY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGACY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of LEGACY FOUNDATION?
- The 990 for the year ended September 30, 2025 names BRYAN STEVENSON.
- Who are the officers and directors of LEGACY FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LEGACY FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $4,232,727, expenses of $3,045,919 and total assets of $90,672,008 at year end.
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All nonprofits in MONTGOMERY · Alabama · Arts, culture and humanities