Nonprofit · EIN 39-3619475
WINDERMERE LEGACY FUND INC
Tax-exempt · WINDERMERE, FL 34786
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $369,568 | $13,510 | $356,058 | $356,058 | $0 | $356,058 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $365,828
- Dividends
- $3,766
- Interest
- $8
- Net gain from sales of assets
- -$34
Expenses
- Grants and similar amounts paid
- $12,500
- Disbursements for charitable purposes
- $12,500
- Excise tax on investment income
- $39
Balance sheet and other
- Total assets, start of year
- –
- Total assets, end of year
- $356,058
- Total liabilities, end of year
- $0
- Net assets, end of year
- $356,058
- Fair market value of assets
- $368,946
- Qualifying distributions
- $12,500
- Net investment income
- $3,774
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 |
|---|---|---|---|
| CT ALLEN 611 W 2ND AVE, WINDERMERE, FL 34786 | CHAIRMAN | 0 | $0 |
| JIM O BRIEN 611 W 2ND AVE, WINDERMERE, FL 34786 | VICE CHAIRMA | 0 | $0 |
| MOLLY ROSE 611 W 2ND AVE, WINDERMERE, FL 34786 | TREASURER | 0 | $0 |
| PAM MARTINI 611 W 2ND AVE, WINDERMERE, FL 34786 | SECRETARY | 0 | $0 |
| ROBERT SMITH 611 W 2ND AVE, WINDERMERE, FL 34786 | DIRECTOR | 0 | $0 |
| ANDY WILLIAMS 611 W 2ND AVE, WINDERMERE, FL 34786 | DIRECTOR | 0 | $0 |
| SEAN MURPHY 611 W 2ND AVE, WINDERMERE, FL 34786 | DIRECTOR | 0 | $0 |
| KELLEY DUELL 611 W 2ND AVE, WINDERMERE, FL 34786 | DIRECTOR | 0 | $0 |
| DEBI LAKE 611 W 2ND AVE, WINDERMERE, FL 34786 | DIRECTOR | 0 | $0 |
| BILL MARTINI 611 W 2ND AVE, WINDERMERE, FL 34786 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 611 W 2ND AVE, WINDERMERE, FL 34786-8556
- In care of
- % CT ALLEN
- Signed the 990-PF
- CT ALLEN, CHAIRMAN
- Phone
- (407) 832-3596
- Return prepared by
- KEITH ALTIZER AND COMPANY PA
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 | No data |
| 2023 | December 31, 2023 | May 15, 2024 | No data |
IRS record
- EIN
- 39-3619475
- 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
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $356,058
- Income (IRS master file)
- $376,737
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $369,568 | $13,510 | $356,058 | XML |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about WINDERMERE LEGACY FUND INC
- What is the EIN of WINDERMERE LEGACY FUND INC?
- The employer identification number (EIN) of WINDERMERE LEGACY FUND INC is 39-3619475.
- Is WINDERMERE LEGACY FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to WINDERMERE LEGACY FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WINDERMERE LEGACY FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WINDERMERE LEGACY FUND 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 WINDERMERE LEGACY FUND 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 WINDERMERE LEGACY FUND INC?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does WINDERMERE LEGACY FUND INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $369,568, expenses of $13,510 and total assets of $356,058 at year end.
Other nonprofits in WINDERMERE
- GORDON AND KAREN NUTT FOUNDATION INC EIN 45-3067277 · last filed 990-PF for 2025
- WILLIAM A STEELE FOUNDATION INC EIN 27-1568628 · last filed 990-PF for 2025
- DIANE J AND ROBERT A MCDONALD FAMILY FOUNDATION EIN 82-3302288 · last filed 990-PF for 2025
- SUNDERMEYER FAMILY FOUNDATION EIN 87-6470135 · last filed 990-PF for 2024
- TAVISTOCK FOUNDATION INC EIN 59-3249459 · last filed 990-PF for 2024
- MARION G WELLS FOUNDATION EIN 36-7354545 · last filed 990-PF for 2024
- POIEMA MINISTRIES CORP EIN 92-1700171 · last filed 990-PF for 2023
- THE SURGICAL EXCELLENCE NETWORK INC EIN 47-1923871 · last filed 990-PF for 2025
All nonprofits in WINDERMERE · Florida · Philanthropy, voluntarism and grantmaking foundations