Nonprofit · EIN 51-0180177
OPERA HOUSE FUND INC
Tax-exempt · LEXINGTON, KY 40507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $787,867 | $750,684 | $37,183 | $14,371,943 | $67,462 | $14,304,481 |
| June 30, 2024 | 990-PF | $446,168 | $569,635 | -$123,467 | $13,160,269 | $136,404 | $13,023,865 |
| June 30, 2023 | 990-PF | $575,009 | $829,778 | -$254,769 | $11,248,881 | $86,511 | $11,162,370 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,050
- Dividends
- $163,557
- Interest
- $2,434
- Net gain from sales of assets
- $618,826
Expenses
- Grants and similar amounts paid
- $675,776
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $764,301
- Excise tax on investment income
- $10,549
Balance sheet and other
- Total assets, start of year
- $13,160,269
- Total assets, end of year
- $14,371,943
- Total liabilities, end of year
- $67,462
- Net assets, end of year
- $14,304,481
- Fair market value of assets
- $14,371,943
- Qualifying distributions
- $764,301
- Net investment income
- $784,817
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM T YOUNG JR 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | PRESIDENT & DIRECTOR | 1 | $0 |
| LINDA CAREY 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | VICE PRESIDENT & DIRECTOR | 0.2 | $0 |
| DOUGLAS DEAN 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | SECRETARY/TREASURER & DIRECTOR | 1 | $0 |
| MELANIE SIMPSON 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | DIRECTOR | 0.2 | $0 |
| CHRISTOPHER YOUNG 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | DIRECTOR | 0.2 | $0 |
| BURGESS CAREY 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | DIRECTOR | 0.2 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM T YOUNG JR 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | PRESIDENT & DIRECTOR | 1 | $0 |
| LINDA CAREY 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | VICE PRESIDENT & DIRECTOR | 0.2 | $0 |
| DOUGLAS DEAN 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | SECRETARY/TREASURER & DIRECTOR | 1 | $0 |
| W JAMES HOST 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | DIRECTOR | 0.2 | $0 |
| CHRISTOPHER YOUNG 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | DIRECTOR | 0.2 | $0 |
| BURGESS CAREY 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | DIRECTOR | 0.2 | $0 |
990-PF for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM T YOUNG JR 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | PRESIDENT & DIRECTOR | 1 | $0 |
| LINDA CAREY 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | VICE PRESIDENT & DIRECTOR | 0.2 | $0 |
| DOUGLAS DEAN 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | SECRETARY/TREASURER & DIRECTOR | 1 | $0 |
| W JAMES HOST 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | DIRECTOR | 0.2 | $0 |
| CHRISTOPHER YOUNG 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | DIRECTOR | 0.2 | $0 |
| BURGESS CAREY 100 W MAIN ST STE 300, LEXINGTON, KY 40507 | DIRECTOR | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- 100 W MAIN ST STE 300, LEXINGTON, KY 40507-1867
- In care of
- % DOUG DEAN
- Signed the 990-PF
- DOUGLAS DEAN, TREASURER
- Phone
- (859) 255-2341
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 51-0180177
- 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
- 1976
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $14,371,943
- Income (IRS master file)
- $1,070,555
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $787,867 | $750,684 | $14,371,943 | XML |
| 990-PF | June 2024 | $446,168 | $569,635 | $13,160,269 | IRS |
| 990-PF | June 2023 | $575,009 | $829,778 | $11,248,881 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | 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 51-0180177).
Questions about OPERA HOUSE FUND INC
- What is the EIN of OPERA HOUSE FUND INC?
- The employer identification number (EIN) of OPERA HOUSE FUND INC is 51-0180177.
- Is OPERA HOUSE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to OPERA HOUSE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OPERA HOUSE FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OPERA HOUSE FUND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPERA HOUSE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of OPERA HOUSE FUND INC?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does OPERA HOUSE FUND INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $787,867, expenses of $750,684 and total assets of $14,371,943 at year end.
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