KENTUCKY BAR FOUNDATION IN: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KENTUCKY BAR FOUNDATION IN (EIN 31-0968842)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-09
- IRS object ID
- 202500999349300120
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-09T07:47:15-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832956170 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R & R CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 Dove Run Rd Ste 203 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310968842 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kentucky Bar Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENT | BusinessNameControlTxt |
| Phone | 5025643795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 W Main St | AddressLine1Txt |
| City | Frankfort | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan H Duncan | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2025-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas Cory Reitz | PreparerPersonNm |
| PTIN | P01407307 | PTIN |
| Phone | 8593533100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Susan H Duncan | PrincipalOfficerNm |
| Gross Receipts | $6,427,047 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.kybarfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | The Kentucky Bar Foundation exists to further the public's understanding of the judicial system and the legal profession through programs and philanthropic partnerships that help those in need. | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,390,941 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,995,975 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $389,742 | PYInvestmentIncomeAmt |
| CY Investment Income | $400,115 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,750 | PYOtherRevenueAmt |
| CY Other Revenue | $19,386 | CYOtherRevenueAmt |
| PY Total Revenue | $3,795,433 | PYTotalRevenueAmt |
| CY Total Revenue | $6,415,476 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $954,217 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,671,139 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $225,605 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $202,169 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $31,462 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $139,202 | PYOtherExpensesAmt |
| CY Other Expenses | $146,286 | CYOtherExpensesAmt |
| PY Total Expenses | $1,319,024 | PYTotalExpensesAmt |
| CY Total Expenses | $2,019,594 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,476,409 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,395,882 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,048,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,375,038 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $464,191 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $413,538 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,584,398 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,961,500 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To promote the administration of justice and to educate the public about the role of the judicial system and the legal profession in society. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,788,015 | ExpenseAmt |
| Grant | $1,671,139 | GrantAmt |
| Desc | Financial support for legal service programs in Kentucky. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $34,000 | ExpenseAmt |
| Grant | $34,000 | GrantAmt |
| Desc | Provide scholarships and fellowships. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,822,015 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gwen Smallenburg | PersonNm |
| Phone | 5025643795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 West Main Street | AddressLine1Txt |
| City | Frankfort | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Guion Johnstone | |||||||
| Executive Director | 40.00 | 0.00 | $95,825 | $0 | $0 | ||
| Jack N Lackey Jr | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Natasha Camenisch Little | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| G Kent Price | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Lindsay H Hinton | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| J Andrew Johnson | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Stephanie McGehee-Shacklette | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Douglas G Benge | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| John M Gambrel | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kelly Kirby Ridings | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Bradley A Case | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Deena G Ombres | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Melinda T Sunderland | |||||||
| KBF Vice President | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| J Hadden Dean | |||||||
| KBF Secretary-Treasurer | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Joshua E Santana | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sadhna G True | |||||||
| KBF President | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Rewa Medhat Zakharia | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Delores Woods Baker | |||||||
| KBF Immed. Past Pres. | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Jessica L Craven | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Emily E Walters | |||||||
| KBF President-Elect | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Miranda D Click | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rachel Wagner Kennedy | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rhonda M Copley | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jdg Jacqueline Caldwell | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jdg Susan Wesley McClure | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kyle Bunnell | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jdg Paul E Craft | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| W Fletcher Schrock | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Judith Daar | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Amy D Cubbage | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mary J David | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Melanie B Jacobs | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| L Miller Grumley | |||||||
| IOLTA Chair | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Clay M Stevens | |||||||
| IOLTA Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rebecca Simpson | |||||||
| IOLTA Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Eileen M O'Brien | |||||||
| IOLTA Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Elizabeth G Weber | |||||||
| IOLTA Sec-Treas | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Olivia H Gilkison | |||||||
| IOLTA Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Brittany N Riley | |||||||
| IOLTA Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Luther Deaton Jr | |||||||
| IOLTA Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Justice Kelly Thompson | |||||||
| IOLTA Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $95,825 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,995,975 | AllOtherContributionsAmt |
| Total Contributions | $5,995,975 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $400,115 | TotalRevenueColumnAmt |
| Exclusion | $400,115 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,681 | RelatedOrExemptFuncIncomeAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $29,276 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $11,571 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,705 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,415,476 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,681 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $400,115 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,671,139 | TotalAmt |
| Program Services | $1,671,139 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,825 | TotalAmt |
| Program Services | $47,913 | ProgramServicesAmt |
| Management And General | $33,538 | ManagementAndGeneralAmt |
| Fundraising | $14,374 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,571 | TotalAmt |
| Program Services | $35,913 | ProgramServicesAmt |
| Management And General | $17,658 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,042 | TotalAmt |
| Program Services | $15,173 | ProgramServicesAmt |
| Management And General | $7,813 | ManagementAndGeneralAmt |
| Fundraising | $4,056 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,731 | TotalAmt |
| Program Services | $14,438 | ProgramServicesAmt |
| Management And General | $7,433 | ManagementAndGeneralAmt |
| Fundraising | $3,860 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,714 | TotalAmt |
| Management And General | $65,714 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,566 | TotalAmt |
| Program Services | $9,783 | ProgramServicesAmt |
| Management And General | $6,848 | ManagementAndGeneralAmt |
| Fundraising | $2,935 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,764 | TotalAmt |
| Program Services | $882 | ProgramServicesAmt |
| Management And General | $617 | ManagementAndGeneralAmt |
| Fundraising | $265 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,600 | TotalAmt |
| Program Services | $4,800 | ProgramServicesAmt |
| Management And General | $3,360 | ManagementAndGeneralAmt |
| Fundraising | $1,440 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,236 | TotalAmt |
| Program Services | $3,894 | ProgramServicesAmt |
| Management And General | $1,407 | ManagementAndGeneralAmt |
| Fundraising | $935 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,572 | TotalAmt |
| Program Services | $7,054 | ProgramServicesAmt |
| Management And General | $3,632 | ManagementAndGeneralAmt |
| Fundraising | $1,886 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,934 | TotalAmt |
| Program Services | $1,109 | ProgramServicesAmt |
| Management And General | $7,335 | ManagementAndGeneralAmt |
| Fundraising | $1,490 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Fellows | $17,347 | $7,102 | $10,245 | |
| Awards | $2,077 | $2,077 | ||
| Postage and Shipping | $1,476 | $738 | $517 | $221 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,019,594 | TotalAmt |
| Program Services | $1,822,015 | ProgramServicesAmt |
| Management And General | $166,117 | ManagementAndGeneralAmt |
| Fundraising | $31,462 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $762,418 | BOYAmt |
| EOY | $410,113 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,043 | BOYAmt |
| EOY | $6,947 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,765 | BOYAmt |
| EOY | $594,035 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,677 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,677 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,783,363 | BOYAmt |
| EOY | $15,363,943 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,048,589 | BOYAmt |
| EOY | $16,375,038 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,500 | BOYAmt |
| EOY | $71,911 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,691 | BOYAmt |
| EOY | $341,627 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,191 | BOYAmt |
| EOY | $413,538 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,507,080 | BOYAmt |
| EOY | $15,890,450 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,318 | BOYAmt |
| EOY | $71,050 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,584,398 | BOYAmt |
| EOY | $15,961,500 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,048,589 | BOYAmt |
| EOY | $16,375,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,395,882 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $981,220 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,645,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,089,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,061,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,390,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,995,972 | CurrentTaxYearAmt |
| Total | $13,183,017 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,645,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,089,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,061,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,390,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,995,972 | CurrentTaxYearAmt |
| Total | $13,183,017 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,183,017 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $198,455 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $474,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $373,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $389,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $400,115 | CurrentTaxYearAmt |
| Total | $1,836,182 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,019,199 | TotalSupportAmt |
| Public Support CY170 | 0.87770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,755,505 | BeginningYearBalanceAmt |
| Contributions | $16,159 | ContributionsAmt |
| Investment Earnings Or Losses | $687,620 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $253,308 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,205,976 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,511,457 | BeginningYearBalanceAmt |
| Contributions | $17,563 | ContributionsAmt |
| Investment Earnings Or Losses | $451,074 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $224,589 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,755,505 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,393,148 | BeginningYearBalanceAmt |
| Contributions | $390,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$622,185 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $649,506 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,511,457 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,379,123 | BeginningYearBalanceAmt |
| Contributions | $314,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,175,462 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $475,437 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,393,148 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,272,300 | BeginningYearBalanceAmt |
| Contributions | $43,477 | ContributionsAmt |
| Investment Earnings Or Losses | $183,123 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $119,777 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,379,123 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40400 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,440 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,440 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,237 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,237 | DepreciationAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pension Withdrawal Liability | Desc |
| Amt | $341,627 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $341,627 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,342,553 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $981,220 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $11,571 | OtherRevenueAmt |
| Revenue Not Reported | $992,791 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,349,762 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $65,714 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $65,714 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,415,476 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,965,451 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $11,571 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $11,571 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,953,880 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $65,714 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $65,714 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,019,594 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | The Foundation is exempt from federal income taxes under Section 501c3 of the Internal Revenue Code, however, the Foundation is not exempt from tax imposed upon unrelated activity income. The Foundation currently has no unrelated business income and accordingly, no provision for income taxes has been recorded. The Foundation does not believe there are any material uncertain tax positions and, accordingly, it has not recognized any liability for unrecognized tax benefits or possible related interest or penalties. The Foundation generally is no longer subject to income tax examinations by tax authorities for years before 2021. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Fundraising Expenses $11571 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Fundraising Expenses $11571 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | KY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dinner | Event1Nm |
| Gross Receipts Event1 | $29,276 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $29,276 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $11,571 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $29,276 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $29,276 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,571 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,571 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,705 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|---|
| Appalachian Research | |||||||||
| 120 N Front Avenue | Prestonsburg | KY | 41653 | 610848948 | $403,232 | $0 | Book | For legal aid | |
| Barren River Area Child Advoc | |||||||||
| 103 E 12th Ave | Bowling Green | KY | 42101 | 611337449 | $9,500 | $0 | Book | Child Advocacy | |
| Brighton Center Inc | |||||||||
| PO Box 325 | Newport | KY | 41072 | 610673886 | $10,000 | $0 | Book | Housing | |
| Child Advocacy Center of BG | |||||||||
| 162 N Ashland Ave | Lexington | KY | 40502 | 611221470 | $10,000 | $0 | Book | Children's advocacy | |
| Equal Justice Works | |||||||||
| 173 Main St NW 800 | Washington | DC | 20036 | 521469738 | $25,000 | $0 | Book | Disaster Relief | |
| Family Enrichment Center | |||||||||
| 1133 Adams Street | Bowling Green | KY | 42101 | 610956466 | $10,000 | $0 | Book | Supervised visitation | |
| Friends of KLEO | |||||||||
| 400 W Market St 1800 | Louisville | KY | 40202 | 851112839 | $25,000 | $0 | Book | 2024 KLEO Summer Institute | 501(c)(3) |
| Holly Hill Child & Fam Solut | |||||||||
| 9599 Summer Hill Road | California | KY | 41007 | 610461729 | $18,000 | $0 | Book | Supervised Visitation | |
| Home of the Innocents | |||||||||
| 1100 E Market St | Louisville | KY | 40206 | 610445834 | $10,000 | $0 | Book | Parenting | |
| Hopes Place Inc | |||||||||
| 1100 Greenup Ave | Ashland | KY | 41101 | 311501089 | $6,500 | $0 | Book | Child advocacy | |
| Kentucky Innocence Project | |||||||||
| 5 Mill Creek Park | Frankfort | KY | 40601 | 260357981 | $10,000 | $0 | Book | Criminal justice | |
| Kentucky Legal Aid | |||||||||
| 1700 Destiny Lane | Bowling Green | KY | 42104 | 610916523 | $307,991 | $0 | Book | For legal aid | |
| KY HS Mock Trial Association | |||||||||
| 340 Deepwoods Dr | HighlandHeights | KY | 41076 | 384027751 | $10,000 | $0 | Book | Education | |
| La Casita Center Inc | |||||||||
| 233 E Magnolia Ave | Louisville | KY | 40208 | 743178408 | $15,000 | $0 | Book | Legal aid | |
| Legal Aid of the Bluegrass | |||||||||
| 104 E Seventh Street | Covington | KY | 41011 | 610668572 | $353,244 | $0 | Book | For legal aid | |
| Legal Aid Society Inc | |||||||||
| 416 W Muhammad Ali Blvd | Louisville | KY | 40202 | 610537626 | $321,369 | $0 | Book | For legal aid | |
| NKU Research Foundation | |||||||||
| Nunn Drive UC 405D | Highland Height | KY | 45157 | 201787893 | $15,000 | $0 | Book | IOLTA PUBLIC SERVICE FELLOWSHIPS | |
| Safe Harbor of Northeast Ky | |||||||||
| 3700 Landsdowne Drive | Ashland | KY | 41102 | 611155742 | $10,000 | $0 | Book | Legal Aid | |
| The Ion Center for Violence | |||||||||
| 835 Madison Ave | Covington | KY | 41011 | 610908752 | $24,636 | $0 | Book | Domestic abuse | |
| The Nest-Center for Women | |||||||||
| 530 N Limestone St | Lexington | KY | 40508 | 310904247 | $10,000 | $0 | Book | Domestic Abuse | |
| U of L Brandeis School of Law | |||||||||
| 2301 S Third Street | Louisville | KY | 40292 | 611029626 | $22,500 | $0 | Book | Housing | |
| UK College of Law | |||||||||
| 261 Law Building | Lexington | KY | 40506 | 616001218 | $15,000 | $0 | Book | IOLTA Public Service Fellowships | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | GRANT RECIPIENTS ARE REQUIRED TO SUBMIT BOTH SEMI-ANNUAL AND ANNUAL GRANT REPORTS TO EITHER IOLTA AND/OR THE BAR FOUNDATION, DEPENDING ON WHO MADE THE GRANT. IN ADDITION, PERIODIC SITE VISITS ARE PERFORMED FOR BOTH IOLTA AND THE BAR FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Guion Johnstone | PersonNm |
| Title | Executive Director | TitleTxt |
| Base Compensation Filing Org | $95,825 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $95,825 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The Board reviews the form 990. |
| Form 990, Part VI, Section B, Line 12c | The Board oversees management's regular review of potential conflicts and their resolutions. |
| Form 990, Part VI, Section B, Line 15a | The Executive Director's salary and benefits are paid from Kentucky Bar Association ID 61-0488768, a related entity. Kentucky Bar Foundation and the Kentucky IOLTA fund reimburses Kentucky Bar Association for the Executive Director's Salary and Benefits. |
| Form 990, Part VI, Section B, Line 15b | The IOLTA budget is developed to include a total salary line and approved by the IOLTA board of trustees and the Kentucky Supreme Court which must approve the IOLTA budget. |
| Form 990, Part VI, Section C, Line 19 | Taxpayer states on its website that the governing documents, conflict of interest and financial statements will be made available upon written request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kentucky Bar Association | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 West Main Street | AddressLine1Txt |
| City | Frankfort | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610488768 | EIN |
| Primary Activities | Impl, admin and enforce KY Supreme Ct Ru | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Exempt Code Section | 501c6 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Kentucky Bar Association | ||
| d | $341,627 | Actual Amount |
| Kentucky Bar Association | ||
| k | $9,600 | Actual Cost |
| Kentucky Bar Association | ||
| p | $223,952 | Actual Cost |