Nonprofit · EIN 84-6937862
FONVILLE-SAMS FOUNDATION
Also known as TERRY L SAMS TTEE
Tax-exempt · LOUISVILLE, KY 40206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $30,509 | $41,380 | -$10,871 | $639,237 | $0 | $639,237 |
| December 31, 2024 | 990-PF | $26,797 | $12,903 | $13,894 | $650,108 | $0 | $650,108 |
| December 31, 2023 | 990-PF | $22,100 | $17,751 | $4,349 | $636,214 | $0 | $636,214 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,682
- Interest
- $3,573
- Net gain from sales of assets
- $13,254
Expenses
- Grants and similar amounts paid
- $35,200
- Disbursements for charitable purposes
- $35,200
- Excise tax on investment income
- $338
Balance sheet and other
- Total assets, start of year
- $650,108
- Total assets, end of year
- $639,237
- Total liabilities, end of year
- $0
- Net assets, end of year
- $639,237
- Fair market value of assets
- $776,337
- Qualifying distributions
- $35,200
- Net investment income
- $30,492
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 |
|---|---|---|---|
| TERRY SAMS 2724 LEXINGTON ROAD, LOUISVILLE, KY 40206 | OFFICER | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY SAMS 2724 LEXINGTON ROAD, LOUISVILLE, KY 40206 | OFFICER | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY SAMS 2724 LEXINGTON ROAD, LOUISVILLE, KY 40206 | OFFICER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 2724 LEXINGTON RD, LOUISVILLE, KY 40206-2860
- Signed the 990-PF
- TERRY SAMS, OFFICER
- Phone
- (502) 419-6120
- Return prepared by
- DISHION & HURST CPAS 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
- 84-6937862
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $639,237
- Income (IRS master file)
- $30,530
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $30,509 | $41,380 | $639,237 | IRS |
| 990-PF | December 2024 | $26,797 | $12,903 | $650,108 | IRS |
| 990-PF | December 2023 | $22,100 | $17,751 | $636,214 | 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 84-6937862).
Questions about FONVILLE-SAMS FOUNDATION
- What is the EIN of FONVILLE-SAMS FOUNDATION?
- The employer identification number (EIN) of FONVILLE-SAMS FOUNDATION is 84-6937862.
- Is FONVILLE-SAMS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to FONVILLE-SAMS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FONVILLE-SAMS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FONVILLE-SAMS FOUNDATION 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 FONVILLE-SAMS FOUNDATION 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 FONVILLE-SAMS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does FONVILLE-SAMS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $30,509, expenses of $41,380 and total assets of $639,237 at year end.
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