Nonprofit · EIN 61-1156309
THE SUSAN S DONALDSON FOUNDATION INC
Tax-exempt · LEXINGTON, KY 40511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,303,019 | $1,929,629 | $373,390 | $38,211,553 | $0 | $38,211,553 |
| December 31, 2024 | 990-PF | $1,894,845 | $1,703,581 | $191,264 | $37,838,163 | $0 | $37,838,163 |
| December 31, 2023 | 990-PF | $2,430,302 | $1,833,283 | $597,019 | $37,646,899 | $0 | $37,646,899 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $16,000
- Dividends
- $568,203
- Interest
- $17,599
- Net gain from sales of assets
- $1,696,807
- Other income
- $4,410
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $155,000
- Salaries, compensation and benefits (total)
- $357,872
- Disbursements for charitable purposes
- $1,790,565
- Excise tax on investment income
- $29,857
Balance sheet and other
- Total assets, start of year
- $37,838,163
- Total assets, end of year
- $38,211,553
- Total liabilities, end of year
- $0
- Net assets, end of year
- $38,211,553
- Fair market value of assets
- $43,806,222
- Qualifying distributions
- $1,790,565
- Net investment income
- $2,287,019
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 | Other / benefits |
|---|---|---|---|---|
| ELIZABETH S HUGHES SEE STMT 15 4985 BETHEL ROAD, LEXINGTON, KY 40511 | PRES./DIR./DIR. OF OPS./GEN. COUNSEL | 40 | $155,000 | $13,625 |
| JAMES BOYD SEE STMT 16 C/O 4985 BETHEL ROAD, LEXINGTON, KY 40511 | FARM MANAGER Highest-paid employee | 48 | $104,470 | $32 |
| SANFORD J SCHLESINGER SEE STMT 15 535 MADISON AVE 27TH FLOOR, NEW YORK, NY 10022 | VICE PRESIDENT/DIRECTOR | 2 | $0 | $0 |
| LIANNE LAZETERA SEE STMT 15 535 MADISON AVE 27TH FLOOR, NEW YORK, NY 10022 | TREASURER/SECRETARY/DIRECTOR | 4 | $0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH S HUGHES SEE STMT 15 4985 BETHEL ROAD, LEXINGTON, KY 40511 | PRES./DIR./DIR. OF OPS./GEN. COUNSEL | 40 | $150,000 | $10,570 |
| JAMES BOYD SEE STMT 16 C/O 4985 BETHEL ROAD, LEXINGTON, KY 40511 | FARM MANAGER Highest-paid employee | 48 | $102,500 | $29 |
| SANFORD J SCHLESINGER SEE STMT 15 535 MADISON AVE 27TH FLOOR, NEW YORK, NY 10022 | VICE PRESIDENT/DIRECTOR | 4 | $0 | $0 |
| LIANNE LAZETERA SEE STMT 15 535 MADISON AVE 27TH FLOOR, NEW YORK, NY 10022 | TREASURER/SECRETARY/DIRECTOR | 8 | $0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH S HUGHES SEE STMT 14 4985 BETHEL ROAD, LEXINGTON, KY 40511 | PRES./DIR./DIR. OF OPS./GEN. COUNSEL | 40 | $150,000 | $9,163 |
| JAMES BOYD SEE STMT 15 C/O 4985 BETHEL ROAD, LEXINGTON, KY 40511 | FARM MANAGER Highest-paid employee | 48 | $100,000 | $29 |
| SANFORD J SCHLESINGER SEE STMT 14 535 MADISON AVE 27TH FLOOR, NEW YORK, NY 10022 | VICE PRESIDENT/DIRECTOR | 5 | $0 | $0 |
| LIANNE LAZETERA SEE STMT 14 535 MADISON AVE 27TH FLOOR, NEW YORK, NY 10022 | TREASURER/SECRETARY/DIRECTOR | 10 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4985 BETHEL RD, LEXINGTON, KY 40511-9027
- Signed the 990-PF
- ELIZABETH S HUGHES, PRESIDENT
- Phone
- (859) 475-1471
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
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
- 61-1156309
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $38,211,553
- Income (IRS master file)
- $10,492,522
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,303,019 | $1,929,629 | $38,211,553 | XML |
| 990-PF | December 2024 | $1,894,845 | $1,703,581 | $37,838,163 | XML |
| 990-PF | December 2023 | $2,430,302 | $1,833,283 | $37,646,899 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 61-1156309).
Questions about THE SUSAN S DONALDSON FOUNDATION INC
- What is the EIN of THE SUSAN S DONALDSON FOUNDATION INC?
- The employer identification number (EIN) of THE SUSAN S DONALDSON FOUNDATION INC is 61-1156309.
- Is THE SUSAN S DONALDSON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to THE SUSAN S DONALDSON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE SUSAN S DONALDSON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE SUSAN S DONALDSON FOUNDATION 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 THE SUSAN S DONALDSON FOUNDATION 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 THE SUSAN S DONALDSON FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 2 received compensation from the organization, the highest $155,000 (ELIZABETH S HUGHES SEE STMT 15, PRES./DIR./DIR. OF OPS./GEN. COUNSEL).
- How much revenue does THE SUSAN S DONALDSON FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,303,019, expenses of $1,929,629 and total assets of $38,211,553 at year end.
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