Nonprofit · EIN 83-3564985
FLOYD COUNTY LEGACY FOUNDATION
Also known as SAME
Tax-exempt · NEW ALBANY, IN 47150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,497,948 | $1,501,175 | -$3,227 | $33,334,252 | $0 | $33,334,252 |
| December 31, 2023 | 990 | $856,845 | $1,997,748 | -$1,140,903 | $30,755,283 | $0 | $30,755,283 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,497,948
- Net gain from sales of assets
- $800,253
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,397,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,850
- Program services (functional)
- $1,498,325
- Management and general (functional)
- $2,850
Balance sheet and other
- Total assets, start of year
- $30,755,283
- Total assets, end of year
- $33,334,252
- Total liabilities, end of year
- $0
- Net assets, end of year
- $33,334,252
- Publicly traded securities
- $30,995,649
- Net assets without donor restrictions
- $33,334,252
- Gross receipts
- $6,992,758
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2019
- State of legal domicile
- IN
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE BURKS | CHAIRMAN Trustee or director, Officer | 5 | $0 |
| MATT MILLIES | TRUSTEE Trustee or director | 5 | $0 |
| RAY CHINN | SECRETARY Trustee or director, Officer | 5 | $0 |
| BILL WHITE | TRUSTEE Trustee or director | 5 | $0 |
| AL KNABLE | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE BURKS | CHAIRMAN Trustee or director, Officer | 5 | $0 |
| DALE BAGSHAW | TRUSTEE Trustee or director | 5 | $0 |
| RAY CHINN | TREASURER Trustee or director, Officer | 5 | $0 |
| BILL WHITE | TRUSTEE Trustee or director | 5 | $0 |
| AL KNABLE | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 311 HAUSS SQ STE 113, NEW ALBANY, IN 47150-3570
- In care of
- % LOIS N ENDRIS
- Principal officer (990 for 2024)
- STEVE BURKS, 311 HAUSS SQUARE 113, NEW ALBANY, IN 47150
- Signed the 990
- STEVE BURKS, CHAIRMAN
- Phone
- (812) 987-9065
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
TO PROVIDE ENDOWED FUNDS AS A RESOURCE TO HELP MEET COMMUNITY NEEDS TODAY AND PROVIDE FOR THOSE CHANGING NEEDS FOR THE FUTURE GENERATIONS BY ENCOURAGING PHILANTHROPIC LEADERSHIP AND FLEXIBLE CHARITABLE OPPORTUNITIES.
Program accomplishments
- TO PROVIDE ENDOWED FUNDS AS A RESOURCE TO HELP MEET COMMUNITY NEEDS TODAY AND PROVIDE FOR THOSE CHANGING NEEDS FOR THE FUTURE GENERATIONS BY ENCOURAGING PHILANTHROPIC LEADERSHIP AND FLEXIBLE CHARITABLE OPPORTUNITIES.Expenses $1,498,325 · grants $1,397,000 · revenue $1,497,948
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-3564985
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W99)
- Assets (IRS master file)
- $33,334,252
- Income (IRS master file)
- $6,992,758
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,497,948 | $1,501,175 | $33,334,252 | XML |
| 990 | December 2023 | $856,845 | $1,997,748 | $30,755,283 | XML |
| 990 | December 2022 | -$266,795 | $540,659 | $28,322,386 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 83-3564985).
Questions about FLOYD COUNTY LEGACY FOUNDATION
- What is the EIN of FLOYD COUNTY LEGACY FOUNDATION?
- The employer identification number (EIN) of FLOYD COUNTY LEGACY FOUNDATION is 83-3564985.
- Is FLOYD COUNTY LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to FLOYD COUNTY LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does FLOYD COUNTY LEGACY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FLOYD COUNTY LEGACY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FLOYD COUNTY LEGACY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of FLOYD COUNTY LEGACY FOUNDATION?
- The 990 for the year ended December 31, 2024 names STEVE BURKS.
- Who are the officers and directors of FLOYD COUNTY LEGACY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does FLOYD COUNTY LEGACY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,497,948, expenses of $1,501,175 and total assets of $33,334,252 at year end.
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