Nonprofit · EIN 81-6745774
LACY-GOLDENSTEIN FUND
Also known as SARA K KNIGHT TTEE
Tax-exempt · WINNETKA, IL 60093
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,402 | $19,030 | -$13,628 | $16,991 | $0 | $16,991 |
| December 31, 2024 | 990-PF | $9,035 | $21,087 | -$12,052 | $30,619 | $0 | $30,619 |
| December 31, 2023 | 990-PF | $4,390 | $22,779 | -$18,389 | $42,671 | $0 | $42,671 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $643
- Net gain from sales of assets
- $4,759
Expenses
- Grants and similar amounts paid
- $15,750
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $17,294
- Excise tax on investment income
- $52
Balance sheet and other
- Total assets, start of year
- $30,619
- Total assets, end of year
- $16,991
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,991
- Fair market value of assets
- $25,554
- Qualifying distributions
- $17,294
- Net investment income
- $5,402
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 |
|---|---|---|---|
| SARA K KNIGHT 1087 OAK STREET, WINNETKA, IL 60093 | TRUSTEE | 1 | $0 |
| LINDA GOLDENSTEIN 205 CIRCLE DRIVE, SEDONA, AZ 86336 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA K KNIGHT 1087 OAK STREET, WINNETKA, IL 60093 | TRUSTEE | 1 | $0 |
| LINDA GOLDENSTEIN 205 CIRCLE DRIVE, SEDONA, AZ 86336 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA K KNIGHT 1087 OAK STREET, WINNETKA, IL 60093 | TRUSTEE | 1 | $0 |
| LINDA GOLDENSTEIN 205 CIRCLE DRIVE, SEDONA, AZ 86336 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1087 OAK ST, WINNETKA, IL 60093-2164
- Signed the 990-PF
- SARA K KNIGHT, CO-TRUSTEE
- Phone
- (847) 784-8256
- Return prepared by
- CLIFTONLARSONALLEN LLP
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
- 81-6745774
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $16,991
- Income (IRS master file)
- $20,429
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,402 | $19,030 | $16,991 | XML |
| 990-PF | December 2024 | $9,035 | $21,087 | $30,619 | XML |
| 990-PF | December 2023 | $4,390 | $22,779 | $42,671 | 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 81-6745774).
Questions about LACY-GOLDENSTEIN FUND
- What is the EIN of LACY-GOLDENSTEIN FUND?
- The employer identification number (EIN) of LACY-GOLDENSTEIN FUND is 81-6745774.
- Is LACY-GOLDENSTEIN FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to LACY-GOLDENSTEIN FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LACY-GOLDENSTEIN FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LACY-GOLDENSTEIN FUND 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 LACY-GOLDENSTEIN FUND 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 LACY-GOLDENSTEIN FUND?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LACY-GOLDENSTEIN FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,402, expenses of $19,030 and total assets of $16,991 at year end.
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