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Nonprofit · EIN 61-6145019

LUCY M YOUNG TRUST FBO PUBLIC LIBRARY BLAKELY GEORGIA

Tax-exempt · LEXINGTON, KY 40588

Financials

$87K$406K2023$2.6M$297K2024
Revenue Expenses · by fiscal year end
Financials of LUCY M YOUNG TRUST FBO PUBLIC LIBRARY BLAKELY GEORGIA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$2,583,057$297,481$2,285,576$2,779,279$0$2,779,279
June 30, 2024990-PF$87,054$405,790-$318,736$493,703$0$493,703
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$137,801
Interest
$3
Net gain from sales of assets
$2,445,253

Expenses

Grants and similar amounts paid
$295,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$295,600
Excise tax on investment income
$35,896

Balance sheet and other

Total assets, start of year
$493,703
Total assets, end of year
$2,779,279
Total liabilities, end of year
$0
Net assets, end of year
$2,779,279
Fair market value of assets
$4,338,635
Qualifying distributions
$295,600
Net investment income
$2,583,057

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BARBARA YOUNG
PO BOX 1110, LEXINGTON, KY 40588
TRUSTEE0.1$0
CHRISTOPHER YOUNG
PO BOX 1110, LEXINGTON, KY 40588
TRUSTEE0.1$0
HILTON HOUSTON
PO BOX 1110, LEXINGTON, KY 40588
TRUSTEE0.1$0
MICHAEL BYNUM
PO BOX 1110, LEXINGTON, KY 40588
TRUSTEE0.1$0
JUNE MERRITT
PO BOX 1110, LEXINGTON, KY 40588
TRUSTEE0.1$0
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
BARBARA YOUNG
PO BOX 1110, LEXINGTON, KY 40588
TRUSTEE0.1$0
CHRISTOPHER YOUNG
PO BOX 1110, LEXINGTON, KY 40588
TRUSTEE0.1$0
HILTON HOUSTON
PO BOX 1110, LEXINGTON, KY 40588
TRUSTEE0.1$0
MICHAEL BYNUM
PO BOX 1110, LEXINGTON, KY 40588
TRUSTEE0.1$0
JUNE MERRITT
PO BOX 1110, LEXINGTON, KY 40588
TRUSTEE0.1$0

Address and contacts

Address (IRS master file)
PO BOX 1110, LEXINGTON, KY 40588-1110
Signed the 990-PF
BARBARA YOUNG, TRUSTEE
Phone
(859) 335-2222
Return prepared by
DEAN DORTON ALLEN FORD 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
61-6145019
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
1988
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$2,779,279
Income (IRS master file)
$2,657,914

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$2,583,057$297,481$2,779,279XML
990-PFJune 2024$87,054$405,790$493,703XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––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 61-6145019).

Questions about LUCY M YOUNG TRUST FBO PUBLIC LIBRARY BLAKELY GEORGIA

What is the EIN of LUCY M YOUNG TRUST FBO PUBLIC LIBRARY BLAKELY GEORGIA?
The employer identification number (EIN) of LUCY M YOUNG TRUST FBO PUBLIC LIBRARY BLAKELY GEORGIA is 61-6145019.
Is LUCY M YOUNG TRUST FBO PUBLIC LIBRARY BLAKELY GEORGIA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to LUCY M YOUNG TRUST FBO PUBLIC LIBRARY BLAKELY GEORGIA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUCY M YOUNG TRUST FBO PUBLIC LIBRARY BLAKELY GEORGIA file?
Form 990-PF. Private foundations file every year.
When is the next return of LUCY M YOUNG TRUST FBO PUBLIC LIBRARY BLAKELY GEORGIA 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 LUCY M YOUNG TRUST FBO PUBLIC LIBRARY BLAKELY GEORGIA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of LUCY M YOUNG TRUST FBO PUBLIC LIBRARY BLAKELY GEORGIA?
The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does LUCY M YOUNG TRUST FBO PUBLIC LIBRARY BLAKELY GEORGIA have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,583,057, expenses of $297,481 and total assets of $2,779,279 at year end.

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