Nonprofit · EIN 39-3619475
WINDERMERE LEGACY FUND INC
Tax-exempt · WINDERMERE, FL 34786
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $369,568 | $13,510 | $356,058 | $356,058 | $0 | $356,058 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $365,828
- Dividends
- $3,766
- Interest
- $8
- Net gain from sales of assets
- -$34
Expenses
- Grants and similar amounts paid
- $12,500
- Disbursements for charitable purposes
- $12,500
- Excise tax on investment income
- $39
Balance sheet and other
- Total assets, start of year
- –
- Total assets, end of year
- $356,058
- Total liabilities, end of year
- $0
- Net assets, end of year
- $356,058
- Fair market value of assets
- $368,946
- Qualifying distributions
- $12,500
- Net investment income
- $3,774
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 |
|---|---|---|---|
| CT ALLEN 611 W 2ND AVE, WINDERMERE, FL 34786 | CHAIRMAN | 0 | $0 |
| JIM O BRIEN 611 W 2ND AVE, WINDERMERE, FL 34786 | VICE CHAIRMA | 0 | $0 |
| MOLLY ROSE 611 W 2ND AVE, WINDERMERE, FL 34786 | TREASURER | 0 | $0 |
| PAM MARTINI 611 W 2ND AVE, WINDERMERE, FL 34786 | SECRETARY | 0 | $0 |
| ROBERT SMITH 611 W 2ND AVE, WINDERMERE, FL 34786 | DIRECTOR | 0 | $0 |
| ANDY WILLIAMS 611 W 2ND AVE, WINDERMERE, FL 34786 | DIRECTOR | 0 | $0 |
| SEAN MURPHY 611 W 2ND AVE, WINDERMERE, FL 34786 | DIRECTOR | 0 | $0 |
| KELLEY DUELL 611 W 2ND AVE, WINDERMERE, FL 34786 | DIRECTOR | 0 | $0 |
| DEBI LAKE 611 W 2ND AVE, WINDERMERE, FL 34786 | DIRECTOR | 0 | $0 |
| BILL MARTINI 611 W 2ND AVE, WINDERMERE, FL 34786 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 611 W 2ND AVE, WINDERMERE, FL 34786-8556
- In care of
- % CT ALLEN
- Signed the 990-PF
- CT ALLEN, CHAIRMAN
- Phone
- (407) 832-3596
- Return prepared by
- KEITH ALTIZER AND COMPANY PA
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 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 39-3619475
- 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
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $356,058
- Income (IRS master file)
- $376,737
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $369,568 | $13,510 | $356,058 | XML |
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 39-3619475).
Questions about WINDERMERE LEGACY FUND INC
- What is the EIN of WINDERMERE LEGACY FUND INC?
- The employer identification number (EIN) of WINDERMERE LEGACY FUND INC is 39-3619475.
- Is WINDERMERE LEGACY FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to WINDERMERE LEGACY FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WINDERMERE LEGACY FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WINDERMERE LEGACY FUND 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 WINDERMERE LEGACY FUND 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 WINDERMERE LEGACY FUND INC?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does WINDERMERE LEGACY FUND INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $369,568, expenses of $13,510 and total assets of $356,058 at year end.
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