Nonprofit · EIN 61-0850306
HEADLEY-WHITNEY MUSEUM INC
Tax-exempt · LEXINGTON, KY 40510
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $444,723 | $353,018 | $91,705 | $5,798,316 | $1 | $5,798,315 |
| June 30, 2024 | 990 | $507,659 | $473,155 | $34,504 | $5,286,430 | $1 | $5,286,429 |
| June 30, 2023 | 990 | $345,643 | $290,984 | $54,659 | $4,972,838 | $1,297 | $4,971,541 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $53,394
- of which government grants
- $5,588
- Membership dues
- $7,405
- Program service revenue
- $207,523
- Investment income
- $183,806
- Net gain from sales of assets
- $60,000
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $85,000
- Salaries, compensation and benefits (total)
- $91,779
- Professional fundraising fees
- $0
- Accounting fees
- $5,586
- Depreciation
- $50,948
- Program services (functional)
- $258,923
- Management and general (functional)
- $67,590
- Fundraising (functional)
- $26,505
Balance sheet and other
- Total assets, start of year
- $5,286,430
- Total assets, end of year
- $5,798,316
- Total liabilities, end of year
- $1
- Net assets, end of year
- $5,798,315
- Land, buildings and equipment
- $917,072
- Net assets without donor restrictions
- $3,661,896
- Net assets with donor restrictions
- $2,136,419
- Gross receipts
- $444,723
- Employees
- 3
- Year formed
- 1973
- State of legal domicile
- KY
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTINA BELL | Executive Dir. Trustee or director | 40 | $85,000 |
| CATHY CLAY NEAL | President Trustee or director, Officer | 2 | $0 |
| MARTINE HEAD | Director Trustee or director | 2 | $0 |
| DR JOSEPH R JONES | Secretary Trustee or director, Officer | 2 | $0 |
| JACQUELINE OHRSTROM | Director Trustee or director | 2 | $0 |
| JOHN WHARTON | Director Trustee or director | 2 | $0 |
| JENNIFER MADDEN | Director Trustee or director | 2 | $0 |
| DONNA WARD | Director Trustee or director | 2 | $0 |
| GUTHRIE ZARING | Director Trustee or director | 2 | $0 |
| CAROL FARMER | Director Trustee or director | 2 | $0 |
| DONNA HALL | Director Trustee or director | 2 | $0 |
| ELIZABETH BOONE | Director Trustee or director | 2 | $0 |
| JOHN BROOKS | Treasurer Trustee or director, Officer | 2 | $0 |
| STANLEY MARCINEK JR | Director Trustee or director | 2 | $0 |
| CELESTE NEUMAN | Director Trustee or director | 2 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KASIA PATER | 2ND V.P. Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTINA BELL | Executive Dir. Trustee or director | 40 | $68,462 |
| CATHY CLAY NEAL | President Trustee or director, Officer | 2 | $0 |
| MARTINE HEAD | Director Trustee or director | 2 | $0 |
| DR JOSEPH R JONES | Secretary Trustee or director, Officer | 2 | $0 |
| JACQUELINE OHRSTROM | Director Trustee or director | 2 | $0 |
| JENNIFER MADDEN | Director Trustee or director | 2 | $0 |
| DONNA WARD | Director Trustee or director | 2 | $0 |
| GUTHRIE ZARING | 1ST V.P. Trustee or director, Officer | 2 | $0 |
| CAROL FARMER | Director Trustee or director | 2 | $0 |
| GAIL HART | Director Trustee or director | 2 | $0 |
| DONNA HALL | Director Trustee or director | 2 | $0 |
| ELIZABETH BOONE | Director Trustee or director | 2 | $0 |
| JOHN BROOKS | Treasurer Trustee or director, Officer | 2 | $0 |
| DR PHIL DESIMONE | Director Trustee or director | 2 | $0 |
| STANLEY MARCINEK JR | Director Trustee or director | 2 | $0 |
| CELESTE NEUMAN | Director Trustee or director | 2 | $0 |
| KASIA PATER | 2ND V.P. Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTINA BELL | Executive Dir. Trustee or director | 40 | $52,692 |
| CATHY CLAY NEAL | President Trustee or director, Officer | 2 | $0 |
| MARTINE HEAD | Director Trustee or director | 2 | $0 |
| DR JOSEPH R JONES | Secretary Trustee or director, Officer | 2 | $0 |
| JENNIFER MADDEN | Director Trustee or director | 2 | $0 |
| DONNA WARD | Director Trustee or director | 2 | $0 |
| GUTHRIE ZARING | 1ST V.P. Trustee or director, Officer | 2 | $0 |
| CAROL FARMER | Director Trustee or director | 2 | $0 |
| GAIL HART | Director Trustee or director | 2 | $0 |
| DONNA HALL | Director Trustee or director | 2 | $0 |
| ELIZABETH BOONE | Director Trustee or director | 2 | $0 |
| JOHN BROOKS | Treasurer Trustee or director, Officer | 2 | $0 |
| DR PHIL DESIMONE | Director Trustee or director | 2 | $0 |
| STANLEY MARCINEK JR | Director Trustee or director | 2 | $0 |
| CELESTE NEUMAN | Director Trustee or director | 2 | $0 |
| KASIA PATER | 2ND V.P. Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4435 OLD FRANKFORT PIKE, LEXINGTON, KY 40510-9657
- Signed the 990
- JOHN BROOKS, Treasurer
- Phone
- (859) 255-6653
- Website
- WWW.HEADLEY-WHITNEY.ORG
- Return prepared by
- Summers McCrary & Sparks PSC
Mission
THE MUSEUM SEEKS TO CONNECT PEOPLE WITH THEIR CULTURE AND THE CULTURE OF OTHERS THROUGH THE COLLECTIONS, INTERPRETATION AND EXHIBITION OF THE ARTS - JEWELRY, FURNITURE, PAINTINGS, PHOTOGRAPHY AND TEXTILES.
Program accomplishments
- THE MUSEUM'S EDUCATIONAL PROGRAMS INFORM THE PUBLIC ABOUT THE SIGNIFICANCE OF OBJECTS OF THEIR CULTURE AND THE CULTURE OF OTHERS. PROGRAMS EXPLAIN TECHNIQUE, DESIGN, AND RECOGNIZE THE POLITICAL AND ECONOMIC INFLUENCES OF DECORATIVE ART AND FINE ART.Expenses $258,923 · revenue $218,170
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 61-0850306
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A510)
- Assets (IRS master file)
- $5,798,316
- Income (IRS master file)
- $444,723
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $444,723 | $353,018 | $5,798,316 | IRS |
| 990 | June 2024 | $507,659 | $473,155 | $5,286,430 | XML |
| 990 | June 2023 | $345,643 | $290,984 | $4,972,838 | XML |
| 990 | June 2022 | $459,058 | $389,035 | $4,805,643 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 61-0850306).
Questions about HEADLEY-WHITNEY MUSEUM INC
- What is the EIN of HEADLEY-WHITNEY MUSEUM INC?
- The employer identification number (EIN) of HEADLEY-WHITNEY MUSEUM INC is 61-0850306.
- Is HEADLEY-WHITNEY MUSEUM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to HEADLEY-WHITNEY MUSEUM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEADLEY-WHITNEY MUSEUM INC 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 HEADLEY-WHITNEY MUSEUM INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEADLEY-WHITNEY MUSEUM INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of HEADLEY-WHITNEY MUSEUM INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $85,000 (CHRISTINA BELL, Executive Dir.).
- How much revenue does HEADLEY-WHITNEY MUSEUM INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $444,723, expenses of $353,018 and total assets of $5,798,316 at year end.
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