Nonprofit · EIN 46-2986797
MUIR HOUSE FOUNDATION
Tax-exempt · LEXINGTON, KY 40511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $983,402 | $265,522 | $717,880 | $6,606,962 | $0 | $6,606,962 |
| December 31, 2024 | 990-PF (amended) | $431,106 | $241,707 | $189,399 | $5,889,082 | $0 | $5,889,082 |
| December 31, 2023 | 990-PF | $144,161 | $107,027 | $37,134 | $5,699,683 | $0 | $5,699,683 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $626,256
- Net gain from sales of assets
- $357,146
Expenses
- Grants and similar amounts paid
- $250,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $253,586
- Excise tax on investment income
- $13,626
Balance sheet and other
- Total assets, start of year
- $5,889,082
- Total assets, end of year
- $6,606,962
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,606,962
- Fair market value of assets
- $6,362,650
- Qualifying distributions
- $253,586
- Net investment income
- $983,402
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 |
|---|---|---|---|
| ANGELA L BECK 3750 PARIS PIKE, LEXINGTON, KY 40511 | TRUSTEE/PRESIDENT | 0.5 | $0 |
| SARAH FOZZARD 3750 PARIS PIKE, LEXINGTON, KY 40511 | TREASURER | 0.5 | $0 |
| HILLARY MCCOWAN 3750 PARIS PIKE, LEXINGTON, KY 40511 | SECRETARY | 0.5 | $0 |
| DENNIS HERMANSSON-EKMAN 3750 PARIS PIKE, LEXINGTON, KY 40511 | INVESTMENT MANAGER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGELA L BECK 3750 PARIS PIKE, LEXINGTON, KY 40511 | TRUSTEE/PRESIDENT | 0.5 | $0 |
| SARAH FOZZARD 3750 PARIS PIKE, LEXINGTON, KY 40511 | TREASURER | 0.5 | $0 |
| HILLARY MCCOWAN 3750 PARIS PIKE, LEXINGTON, KY 40511 | SECRETARY | 0.5 | $0 |
| DENNIS HERMANSSON-EKMAN 3750 PARIS PIKE, LEXINGTON, KY 40511 | INVESTMENT MANAGER | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTONY R BECK 3750 PARIS PIKE, LEXINGTON, KY 40511 | TRUSTEE/CO-PRESIDENT | 0.5 | $0 |
| ANGELA L BECK 3750 PARIS PIKE, LEXINGTON, KY 40511 | TRUSTEE/CO-PRESIDENT | 0.5 | $0 |
| SARAH FOZZARD 3750 PARIS PIKE, LEXINGTON, KY 40511 | TREASURER | 0.5 | $0 |
| HILLARY MCCOWAN 3750 PARIS PIKE, LEXINGTON, KY 40511 | SECRETARY | 0.5 | $0 |
| DENNIS HERMANSSON-EKMAN 3750 PARIS PIKE, LEXINGTON, KY 40511 | INVESTMENT MANAGER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 3750 PARIS PIKE, LEXINGTON, KY 40511-9411
- In care of
- % MATTHEW LUTZ
- Signed the 990-PF
- SARAH FOZZARD, TREASURER
- Phone
- (859) 293-9252
- Return prepared by
- DEAN DORTON ALLEN FORD 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
- 46-2986797
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,606,962
- Income (IRS master file)
- $1,210,086
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $983,402 | $265,522 | $6,606,962 | XML |
| 990-PF | December 2024 | $431,106 | $241,707 | $5,889,082 | XML |
| 990-PF | December 2023 | $144,161 | $107,027 | $5,699,683 | 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 46-2986797).
Questions about MUIR HOUSE FOUNDATION
- What is the EIN of MUIR HOUSE FOUNDATION?
- The employer identification number (EIN) of MUIR HOUSE FOUNDATION is 46-2986797.
- Is MUIR HOUSE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to MUIR HOUSE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MUIR HOUSE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MUIR HOUSE 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 MUIR HOUSE 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 MUIR HOUSE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MUIR HOUSE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $983,402, expenses of $265,522 and total assets of $6,606,962 at year end.
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