Nonprofit · EIN 61-0449629
LEXINGTON ORPHAN SOCIETY
Tax-exempt · LEXINGTON, KY 40507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF (amended) | $260,282 | $220,022 | $40,260 | $3,333,212 | $0 | $3,333,212 |
| December 31, 2024 | 990-PF | $461,025 | $198,767 | $262,258 | $3,292,441 | $0 | $3,292,441 |
| December 31, 2023 | 990-PF | $227,057 | $169,163 | $57,894 | $3,034,262 | $0 | $3,034,262 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $45,197
- Dividends
- $100,218
- Net gain from sales of assets
- $114,867
Expenses
- Grants and similar amounts paid
- $171,870
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $176,845
- Excise tax on investment income
- $2,508
Balance sheet and other
- Total assets, start of year
- $3,292,441
- Total assets, end of year
- $3,333,212
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,333,212
- Fair market value of assets
- $4,486,876
- Qualifying distributions
- $176,845
- Net investment income
- $215,085
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 |
|---|---|---|---|
| ANNE SWINFORD 609 AUTUMN LANE, LEXINGTON, KY 40502 | PRESIDENT | 1 | $0 |
| KASSIE KESSINGER 444 BRISTOL ROAD, LEXINGTON, KY 40502 | TREASURER | 1 | $0 |
| GENEVA DONALDSON 304 WEST THIRD ST, LEXINGTON, KY 40508 | SECRETARY | 1 | $0 |
| CENTRAL BANK TRUST COMPANY 300 WEST VINE STREET, LEXINGTON, KY 40507 | TRUSTEE | 2 | $0 |
| FRANCES COX EMERITUS 426 QUEENSWAY DRIVE, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| LUCY COX 4159 TRADITION WAY, LEXINGTON, KY 40509 | DIRECTOR | 1 | $0 |
| AMY KESSINGER 1713 CLAYS SPRING LANE, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| CATHY RUPP 4750 CLOVER CREEK, LEXINGTON, KY 40515 | DIRECTOR | 1 | $0 |
| SARA HOWELL 180 EASTOVER DRIVE, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| JEANNIE BREWER EMERITUS 120 PRESTON AVE, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| MARTINA OCKERMAN EMERITUS 835 GLENDOVER, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| MELISSA STEPHAN 103 HAMPTON CT, LEXINGTON, KY 40508 | DIRECTOR | 1 | $0 |
| CYNTHIA BRANSTETTER 2205 WOODBURN HALL ROAD, LEXINGTON, KY 40515 | DIRECTOR | 1 | $0 |
| ASHTON POTTER WRIGHT 2026 HART ROAD, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| LAURA WHITAKER 604 POPLAR SPRINGS LANE, LEXINGTON, KY 40515 | DIRECTOR | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN-PHILLIPS MAYFIELD 633 BELLAIRE AVENUE, LEXINGTON, KY 40508 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CENTRAL BANK TRUST COMPANY 300 WEST VINE STREET, LEXINGTON, KY 40507 | TRUSTEE | 2 | $0 |
| GENEVA DONALDSON 304 WEST THIRD ST, LEXINGTON, KY 40508 | SECRETARY | 1 | $0 |
| KASSIE KESSINGER 444 BRISTOL ROAD, LEXINGTON, KY 40502 | TREASURER | 1 | $0 |
| ANNE SWINFORD 609 AUTUMN LANE, LEXINGTON, KY 40502 | PRESIDENT | 1 | $0 |
| FRANCES COX 426 QUEENSWAY DRIVE, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| LUCY COX 4159 TRADITION WAY, LEXINGTON, KY 40509 | DIRECTOR | 1 | $0 |
| AMY KESSINGER 1713 CLAYS SPRING LANE, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| CATHY RUPP 4750 CLOVER CREEK, LEXINGTON, KY 40515 | DIRECTOR | 1 | $0 |
| SARA HOWELL 180 EASTOVER DRIVE, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| JEANNIE BREWER EMERITUS 120 PRESTON AVE, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| MARTINA OCKERMAN EMERITUS 835 GLENDOVER, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| MELISSA STEPHAN 103 HAMPTON CT, LEXINGTON, KY 40508 | DIRECTOR | 1 | $0 |
| CYNTHIA BRANSTETTER 2205 WOODBURN HALL ROAD, LEXINGTON, KY 40515 | DIRECTOR | 1 | $0 |
| ASHTON POTTER WRIGHT 2026 HART ROAD, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CENTRAL BANK TRUST COMPANY 300 WEST VINE STREET, LEXINGTON, KY 40507 | TRUSTEE | 2 | $0 |
| GENEVA DONALDSON 304 WEST THIRD ST, LEXINGTON, KY 40508 | SECRETARY | 1 | $0 |
| KASSIE KESSINGER 444 BRISTOL ROAD, LEXINGTON, KY 40502 | TREASURER | 1 | $0 |
| ANNE SWINFORD 609 AUTUMN LANE, LEXINGTON, KY 40502 | PRESIDENT | 1 | $0 |
| FRANCES COX 426 QUEENSWAY DRIVE, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| LUCY COX 4159 TRADITION WAY, LEXINGTON, KY 40509 | DIRECTOR | 1 | $0 |
| AMY KESSINGER 1713 CLAYS SPRING LANE, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| CATHY RUPP 4750 CLOVER CREEK, LEXINGTON, KY 40515 | DIRECTOR | 1 | $0 |
| SARA HOWELL 180 EASTOVER DRIVE, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| JEANNIE BREWER EMERITUS 120 PRESTON AVE, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| MARTINA OCKERMAN EMERITUS 835 GLENDOVER, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
| MELISSA STEPHAN 103 HAMPTON CT, LEXINGTON, KY 40508 | DIRECTOR | 1 | $0 |
| CYNTHIA BRANSTETTER 2205 WOODBURN HALL ROAD, LEXINGTON, KY 40515 | DIRECTOR | 1 | $0 |
| ASHTON POTTER WRIGHT 2026 HART ROAD, LEXINGTON, KY 40502 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 300 WEST VINE STREET, LEXINGTON, KY 40507-1621
- In care of
- % CENTRAL BANK & TRUST CO
- Signed the 990-PF
- CENTRAL BANK AND TRUST COMPANY, TRUSTEE
- Phone
- (859) 253-6145
- Return prepared by
- RFH 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 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
- 61-0449629
- 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
- 1941
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,333,212
- Income (IRS master file)
- $739,881
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $260,282 | $220,022 | $3,333,212 | XML |
| 990-PF | December 2024 | $461,025 | $198,767 | $3,292,441 | XML |
| 990-PF | December 2023 | $227,057 | $169,163 | $3,034,262 | 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 61-0449629).
Questions about LEXINGTON ORPHAN SOCIETY
- What is the EIN of LEXINGTON ORPHAN SOCIETY?
- The employer identification number (EIN) of LEXINGTON ORPHAN SOCIETY is 61-0449629.
- Is LEXINGTON ORPHAN SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to LEXINGTON ORPHAN SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEXINGTON ORPHAN SOCIETY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEXINGTON ORPHAN SOCIETY 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 LEXINGTON ORPHAN SOCIETY 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 LEXINGTON ORPHAN SOCIETY?
- The 990-PF for the year ended December 31, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does LEXINGTON ORPHAN SOCIETY have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $260,282, expenses of $220,022 and total assets of $3,333,212 at year end.
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