Nonprofit · EIN 45-6398630
THE LUCKY ONE FOUNDATION
Also known as KENNETH N MUSEN TTEE
Tax-exempt · GARDEN CITY, NY 11530
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $746,702 | $778,471 | -$31,769 | $5,677,335 | $0 | $5,677,335 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $139,120
- Net gain from sales of assets
- $607,582
Expenses
- Grants and similar amounts paid
- $752,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $758,391
- Excise tax on investment income
- $10,297
Balance sheet and other
- Total assets, start of year
- $5,709,184
- Total assets, end of year
- $5,677,335
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,677,335
- Fair market value of assets
- $7,666,849
- Qualifying distributions
- $758,391
- Net investment income
- $746,702
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 |
|---|---|---|---|
| LILLIAN SARA HAHN C/O BESSEMER TRUST 1325 FRANKLIN, AVE STE 560, GARDEN CITY, NY 11530 | TRUSTEE | 5 | $0 |
| KENNETH N MUSEN C/O BESSEMER TRUST 1325 FRANKLIN, AVE STE 560, GARDEN CITY, NY 11530 | TRUSTEE | 5 | $0 |
| MICHAEL WARD STOUT C/O BESSEMER TRUST 1325 FRANKLIN, AVE STE 560, GARDEN CITY, NY 11530 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1325 FRANKLIN AVE STE 560, GARDEN CITY, NY 11530-1638
- In care of
- % BESSEMER TRUST
- Signed the 990-PF
- KENNETH N MUSEN, TRUSTEE
- Phone
- (516) 508-9623
- Return prepared by
- BESSEMER TRUST CO NA
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
- 45-6398630
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,677,335
- Income (IRS master file)
- $1,496,579
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $210,868 | $501,299 | $5,796,105 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
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 THE LUCKY ONE FOUNDATION
- What is the EIN of THE LUCKY ONE FOUNDATION?
- The employer identification number (EIN) of THE LUCKY ONE FOUNDATION is 45-6398630.
- Is THE LUCKY ONE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to THE LUCKY ONE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LUCKY ONE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LUCKY ONE FOUNDATION 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 LUCKY ONE FOUNDATION 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 LUCKY ONE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE LUCKY ONE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $746,702, expenses of $778,471 and total assets of $5,677,335 at year end.
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