FOUNDATION FOR A HEALTHY KENTUCKY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR A HEALTHY KENTUCKY INC (EIN 31-1784753)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-19
- IRS object ID
- 202302929349301100
- Schema version
- 2022v5.0
- 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 | 2023-10-19T09:19:05-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611064249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMING MALONE LIVESAY & OSTROFF PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 SHELBYVILLE RD STE 1100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402225187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311784753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR A HEALTHY KENTUCKY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 5023262583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 LYNDON FARM CT 100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON ADAMS | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 5023262583 | PhoneNum |
| Signature | 2023-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALLISON | PersonFirstNm |
| Person Last | ADAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY K MCCAFFREY | PreparerPersonNm |
| PTIN | P00938853 | PTIN |
| Phone | 5024269660 | PhoneNum |
| Preparation | 2023-10-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALLISON ADAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 LYNDON FARM CT | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,000,862 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHY-KY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION FOR A HEALTHY KENTUCKY IS A NON-PROFIT, PHILANTHROPIC ORGANIZATION WORKING TO ADDRESS THE UNMET HEALTH NEEDS OF KENTUCKIANS. THE FOUNDATION MAKES GRANTS, CONDUCTS CAMPAIGNS, SUPPORTS RESEARCH, HOLDS EDUCATIONAL FORUMS AND CONVENES COMMUNITIES TO ENGAGE AND DEVELOP THE CAPACITY OF THE COMMONWEALTH TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF ALL KENTUCKIANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $103,647 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,270,845 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,113,363 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,109,778 | CYInvestmentIncomeAmt |
| PY Other Revenue | $139,933 | PYOtherRevenueAmt |
| CY Other Revenue | $123,248 | CYOtherRevenueAmt |
| PY Total Revenue | $4,356,943 | PYTotalRevenueAmt |
| CY Total Revenue | $3,503,871 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $561,570 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,041,794 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,071,571 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,320,736 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $786,677 | PYOtherExpensesAmt |
| CY Other Expenses | $1,278,191 | CYOtherExpensesAmt |
| PY Total Expenses | $2,419,818 | PYTotalExpensesAmt |
| CY Total Expenses | $3,640,721 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,937,125 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$136,850 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,281,694 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,945,732 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $185,497 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $237,556 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $67,096,197 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,708,176 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION FOR A HEALTHY KENTUCKY IS A NON-PROFIT, ORGANIZATION WORKING TO ADDRESS THE UNMET HEALTH NEEDS OF KENTUCKIANS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,240,665 | ExpenseAmt |
| Grant | $1,041,794 | GrantAmt |
| Desc | THE FOUNDATION MADE GRANTS AND CONDUCTED PROGRAM ACTIVITIES IN 2022 UNDER THE FOLLOWING INITIATIVES AND PROGRAMS:A. TOBACCO USE REDUCTION. THE FOUNDATION'S WORK UNDER THIS INITIATIVE IS AIMED AT REDUCING THE USE OF TOBACCO PRODUCTS, INCLUDING CIGARETTES, SMOKELESS TOBACCO PRODUCTS AND E-CIGARETTES. IT IS ALSO FOCUSED ON PREVENTING TOBACCO USE BY YOUTH AND REDUCING KENTUCKIANS' EXPOSURE TO SECONDHAND SMOKE. THE FOUNDATION LEADS THE COALITION FOR A SMOKE-FREE TOMORROW, A DIVERSE GROUP OF STAKEHOLDER GROUPS FROM AROUND THE COMMONWEALTH AND ACROSS A BROAD SPECTRUM OF PROFESSIONS THAT HAVE FORMED A STATEWIDE ORGANIZATION TO SPEAK TO POLICYMAKERS WITH A SINGLE VOICE ON TOBACCO-CONTROL ISSUES.B. OBESITY AND DIABETES PREVENTION AND CHILDREN'S HEALTH. THE FOUNDATION SERVES AS THE SUPPORT ORGANIZAITON TO THE STATE-WIDE KENTUCKY CHILDRENS HEALTH COALITION, FOCUSED ON EFFORTS TO ADDRESS CHILDHOOD OBESITY AND ADVERSE CHILDHOOD EXPERIENCES. STRATEGIES TO INCREASE SCREENING FOR DIABETES AND PARTICIPATION IN DIABETES PREVSION PROGRAMS IN EASERN KENTUCKY AND WEST LOUISVILLE. FUNDING FOR TRAINING IN A RURUAL SCHOOL SYSTEM ON ADVERSE CHILDHOOD EXPIERENCES.C. OTHER INITIATIVES. THE FOUNDATION'S HEALTH FOR A CHANGE TRAINING SERIES HELPS STRENGTHEN LOCAL NONPROFITS THROUGH WEBINARS AND WORKSHOPS ON SUCH TOPICS AS GRANT WRITING AND PROGRAM SUSTAINABILITY. THE RESOURCE DIRECTORY OF LOCAL HEALTH COALITIONS ON OUR WWW.HEALTHY-KY.ORG WEBSITE HELPS INTERESTED CITIZENS LEARN ABOUT AND ENGAGE IN COLLABORATIVE HEALTH POLICY WORK IN THEIR LOCAL COMMUNITY. | Desc |
| Total Program Service Expenses | $3,240,665 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR A HEALTHY KENTUCKY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5023262583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 LYNDON FARM CT100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TRACEY ANTLE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEO CALDERON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE CHILES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARREN COLVIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY PRYBIL | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARIANNE SMITH EDGE | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TIM HATFIELD | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| VIVIAN LASLEY-BIBBS | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFFORD MAESAKA | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TIMOTHY MARCUM | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN ROSENBERG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WAYNE TUCKSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLOTTE WHITTAKER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALISSA YOUNG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY JO SHIRCLIFFE | ||||||||
| VICE PRESIDENT OF OPERATIO | 40.00 | Yes (X) | $136,644 | $0 | $21,369 | Yes (X) | ||
| FRAN FELTNER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLISON ADAMS | ||||||||
| VICE PRESIDENT FOR POLICY | 40.00 | Yes (X) | $116,390 | $0 | $19,849 | Yes (X) | ||
| ALBERT CHANDLER | ||||||||
| PRESIDENT/CEO | 40.00 | $287,100 | $0 | $32,536 | Yes (X) | |||
| ASHLEY BRAUER | ||||||||
| HIGHLY COMPENSATED EMPLOYEE | 40.00 | $102,250 | $0 | $18,709 | Yes (X) | |||
| MERY ARROYO | ||||||||
| HIGHLY COMPENSATED EMPLOYEE | 40.00 | $101,405 | $0 | $18,634 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $743,789 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $111,097 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1585 BROADWAY AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT SERVICES | ServicesDesc |
| Compensation | $213,883 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,270,845 | AllOtherContributionsAmt |
| Total Contributions | $1,270,845 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,164,292 | TotalRevenueColumnAmt |
| Exclusion | $1,164,292 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $266,466 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $143,218 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $123,248 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,248 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $123,248 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,299,259 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,353,773 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $945,486 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $945,486 | TotalRevenueColumnAmt |
| Exclusion | $945,486 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,503,871 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $123,248 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,109,778 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,041,794 | TotalAmt |
| Program Services | $1,041,794 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,637 | TotalAmt |
| Program Services | $274,173 | ProgramServicesAmt |
| Management And General | $30,464 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,979 | TotalAmt |
| Program Services | $725,685 | ProgramServicesAmt |
| Management And General | $69,294 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,635 | TotalAmt |
| Program Services | $135,852 | ProgramServicesAmt |
| Management And General | $11,783 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,485 | TotalAmt |
| Program Services | $67,352 | ProgramServicesAmt |
| Management And General | $6,133 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,883 | TotalAmt |
| Management And General | $213,883 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,436 | TotalAmt |
| Program Services | $598,827 | ProgramServicesAmt |
| Management And General | $25,609 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,593 | TotalAmt |
| Program Services | $3,593 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,694 | TotalAmt |
| Program Services | $229,983 | ProgramServicesAmt |
| Management And General | $26,711 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,661 | TotalAmt |
| Program Services | $36,661 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,104 | TotalAmt |
| Program Services | $21,929 | ProgramServicesAmt |
| Management And General | $3,175 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,760 | TotalAmt |
| Program Services | $150 | ProgramServicesAmt |
| Management And General | $2,610 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,761 | TotalAmt |
| Program Services | $12,703 | ProgramServicesAmt |
| Management And General | $1,058 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,105 | TotalAmt |
| Program Services | $79,851 | ProgramServicesAmt |
| Management And General | $254 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES AND SUBS | $19,979 | $10,897 | $9,082 |
| MISCELLANEOUS | $1,215 | $1,215 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,640,721 | TotalAmt |
| Program Services | $3,240,665 | ProgramServicesAmt |
| Management And General | $400,056 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,306 | BOYAmt |
| EOY | $333,581 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $471,929 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $13,650 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,589 | BOYAmt |
| EOY | $17,389 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,649,623 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,148,647 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,524,911 | BOYAmt |
| EOY | $2,500,976 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,439,279 | BOYAmt |
| EOY | $46,388,679 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,105,703 | BOYAmt |
| EOY | $4,210,736 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,906 | BOYAmt |
| EOY | $8,792 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,281,694 | BOYAmt |
| EOY | $53,945,732 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,436 | BOYAmt |
| EOY | $133,556 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,500 | BOYAmt |
| EOY | $104,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,561 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,497 | BOYAmt |
| EOY | $237,556 | 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 | $66,996,197 | BOYAmt |
| EOY | $53,708,176 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,096,197 | BOYAmt |
| EOY | $53,708,176 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,281,694 | BOYAmt |
| EOY | $53,945,732 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$136,850 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$13,251,171 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 33 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (33 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| KENTUCKY EQUAL JUSTICE CENTER | ||||
| 610909545 | 7 | 0 | $95,000 | $0 |
| KENTUCKY VOICES FOR HEALTH | ||||
| 274557052 | 10 | 0 | $405,000 | $0 |
| KENTUCKY YOUTH ADVOCATES | ||||
| 610929390 | 7 | 0 | $241,057 | $0 |
| LOUISVILLE PUBLIC MEDIA | ||||
| 611259787 | 7 | 0 | $12,500 | $0 |
| KET | ||||
| 611285473 | 7 | 0 | $50,000 | $0 |
| UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION | ||||
| 616033693 | 5 | 0 | $45,000 | $0 |
| COMMUNITY FARM ALLIANCE | ||||
| 611092056 | 7 | 0 | $50,000 | $0 |
| KENTUCKY HORTICULTURE COUNCIL | ||||
| 611401757 | 7 | 0 | $10,000 | $0 |
| KENTUCKY BLACK FARMER'S CONFERENCE | ||||
| 611092056 | 7 | 0 | $2,500 | $0 |
| CENTRAL APPALACHAIN NETWORKS | ||||
| 310900246 | 7 | 0 | $5,000 | $0 |
| PERRY COUNTY SCHOOLS | ||||
| 616001294 | 2 | 0 | $20,000 | $0 |
| SHAPING OUR APPALACHIAN REGION | ||||
| 371760428 | 7 | 0 | $1,500 | $0 |
| WEST END OPPORTUNITY PARTNERSHIP | ||||
| 881662405 | 7 | 0 | $100,000 | $0 |
| MOUNTAIN COMPREHENSIVE HEALTH CORPORATION | ||||
| 610712406 | 3 | 0 | $5,000 | $0 |
| WESTCARE KENTUCKY | ||||
| 202080016 | 3 | 0 | $5,000 | $0 |
| APPALACHIAN CITIZENS LAW CENTER | ||||
| 611401589 | 7 | 0 | $5,000 | $0 |
| HOSPICE OF THE BLUEGRASS INC | ||||
| 610978097 | 3 | 0 | $5,000 | $0 |
| EAST KENTUCKY HEALTH SERVICE CENTER INC | ||||
| 237170031 | 3 | 0 | $5,000 | $0 |
| KENTUCKY RIVER CHILD ADVOCACY CENTER INC | ||||
| 611367930 | 3 | 0 | $5,000 | $0 |
| CARR FORK VOLUNTEER FIRE DEPARTMENT | ||||
| 611126088 | 7 | 0 | $5,000 | $0 |
| ST VINCENT MISSION INC | ||||
| 610961940 | 1 | 0 | $5,000 | $0 |
| BAKER DIRECT MEDICAL CARE | ||||
| 471334254 | 3 | 0 | $5,000 | $0 |
| COMMUNITY AGRICULTURAL NUTRITIONAL ENTERPRISES INC | ||||
| 811583005 | 7 | 0 | $5,000 | $0 |
| BALL CREEK VOLUNTEER FIRE DEPARTMENT | ||||
| 611210388 | 7 | 0 | $5,000 | $0 |
| COWAN COMMUNITY ACTION GROUP INC | ||||
| 611396831 | 7 | 0 | $5,000 | $0 |
| CABINET FOR HEALTH AND FAMILY SERVICES | ||||
| 611396546 | 6 | 0 | $10,000 | $0 |
| TRIMBLE CARES CORPORATION | ||||
| 821602188 | 7 | 0 | $5,000 | $0 |
| KENTUCKY PSYCHOLOGICAL FOUNDATION | ||||
| 611122935 | 4 | 0 | $20,000 | $0 |
| ESPERANZA LATINO CENTER OF NORTHERN KENTUCKY | ||||
| 832365641 | 7 | 0 | $45,000 | $0 |
| CHRISTOPHER 2X GAME CHANGERS INC | ||||
| 830655030 | 7 | 0 | $20,000 | $0 |
| HOPE CENTER INC | ||||
| 611107296 | 3 | 0 | $20,000 | $0 |
| CAREUSTZ | ||||
| 872173508 | 4 | 0 | $17,110 | $0 |
| KENTUCKY STATE UNIVERSITY | ||||
| 610929390 | 5 | 0 | $1,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 33 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,236,167 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (1) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A; PART IV; SECTION A; LINE 1 | AS PERMITTED IN THE CORPORATION'S BY-LAWS, THE MEMBERS OF THE CORPORATION SHALL BE SEVEN (7) REPRESENTATIVES OF THE CORPORATION'S SUPPORTED ORGANIZATIONS (COLLECTIVELY, THE "MEMBERS"). (A) A "SUPPORTED ORGANIZATION" MEANS ANY ORGANIZATION THAT: (I) IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE OR EDUCATIONAL PURPOSES THAT CORRESPOND WITH THE CORPORATION'S CHARITABLE OR EDUCATIONAL PURPOSES AS DESCRIBED IN THE ARTICLES; (II) IS QUALIFIED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OR UNDER SECTION 115 OF THE CODE; (III) IS CLASSIFIED AS A "PUBLIC CHARITY" AS DESCRIBED UNDER THE PROVISIONS OF SECTION 509(A)(1) OR (2) OF THE CODE OR OPERATES FOR EXCLUSIVELY PUBLIC PURPOSES AS DESCRIBED IN SECTION 170(C)(1); AND (IV) IS DEVOTED TO ADDRESSING THE UNMET HEALTH NEEDS OF KENTUCKIANS INCLUDING BY INFLUENCING HEALTH POLICY, IMPROVING ACCESS TO CARE, REDUCING HEALTH RISKS AND DISPARITIES, AND PROMOTING HEALTH EQUITY. (B) "REPRESENTATIVES" OF THE SUPPORTED ORGANIZATIONS ELIGIBLE FOR MEMBERSHIP SHALL CONSIST OF ANY OFFICERS, DIRECTORS, TRUSTEES, INCLUDING EXECUTIVE-LEVEL EMPLOYEES, OR OTHER SIMILARLY SITUATED PERSONS. |
| SCHEDULE A; PART IV; SECTION A; LINE 2 | THE FOUNDATION DOES SUPPORT SOME ORGANIZATIONS, WHICH ARE NOT REQUIRED TO OBTAIN RECOGNITION OF ITS PUBLIC CHARITY STATUS BECAUSE IT IS A CHURCH, STATE UNIVERSITY, OR OTHER ORGANIZATION DESCRIBED IN SECTION 4948(B). THE FOUNDATION DOES OBTAIN SUPPORTING DOCUMENTATION FROM THE ORGANIZATION TO VERIFY THEY ARE AN EXEMPT ORGANIZATION. |
| SCHEDULE A; PART IV; SECTION A; LINE 6 | THE FOUNDATION ALSO MAKES GRANTS TO NONPROFIT ORGANIZATIONS TO CONDUCT HEALTH RESEARCH AND INCREASE PUBLIC AWARENESS IN SUPPORT OF THE FOUNDATION'S MISSION TO ADDRESS THE UNMET HEALTH NEEDS OF KENTUCKIANS. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,592 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,592 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,625,129 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,640,721 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $332,036 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $83,009 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $256,198 | CurrentYearMinus3Amt |
| Current Year Minus2 | $260,594 | CurrentYearMinus2Amt |
| Current Year Minus1 | $270,991 | CurrentYearMinus1Amt |
| Current Year | $332,036 | CurrentYearAmt |
| Total | $1,119,819 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,679,729 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $9,390 | CurrentYearMinus3Amt |
| Current Year Minus2 | $9,062 | CurrentYearMinus2Amt |
| Current Year Minus1 | $8,984 | CurrentYearMinus1Amt |
| Current Year | $15,592 | CurrentYearAmt |
| Total | $43,028 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $64,050 | CurrentYearMinus3Amt |
| Current Year Minus2 | $65,149 | CurrentYearMinus2Amt |
| Current Year Minus1 | $67,748 | CurrentYearMinus1Amt |
| Current Year | $83,009 | CurrentYearAmt |
| Total | $279,956 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $419,934 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,544,982 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$11,355,276 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,590,291 | OtherExpendituresAmt |
| End Year Balance | $50,599,415 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,920,088 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,211,388 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,586,494 | OtherExpendituresAmt |
| End Year Balance | $64,544,982 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,558,476 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,848,892 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,487,280 | OtherExpendituresAmt |
| End Year Balance | $58,920,088 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,679,776 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,639,540 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,760,840 | OtherExpendituresAmt |
| End Year Balance | $53,558,476 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,198,445 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,536,483 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,982,186 | OtherExpendituresAmt |
| End Year Balance | $46,679,776 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,373,414 | OtherCostOrOtherBasisAmt |
| Depreciation | $992,478 | DepreciationAmt |
| Book Value | $2,380,936 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $276,209 | OtherCostOrOtherBasisAmt |
| Depreciation | $156,169 | DepreciationAmt |
| Book Value | $120,040 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,500,976 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONPUBLICALLY TRADED INVESTMENTS | Desc |
| Book Value | $4,210,736 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,210,736 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$9,817,964 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$13,251,171 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$213,882 | OtherRevenueAmt |
| Revenue Not Reported | -$13,465,053 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,647,089 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$143,218 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$143,218 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,503,871 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,570,056 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$213,883 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$213,883 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,783,939 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$143,218 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$143,218 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,640,721 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | AS OF DECEMBER 31, 2022, THE BOARD OF DIRECTORS HAD DESIGNATED AN INITIAL $45,000,000 OF NET ASSETS WITHOUT DONOR RESTRICTION, PLUS ACCUMULATED EARNINGS, AS A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF THE FOUNDATION. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES -213,882. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BUILDING EXPENSE -143,218. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES -213,883. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BUILDING EXPENSE -143,218. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| KENTUCKY EQUAL JUSTICE CENTER | ||||||||
| 201 WEST SHORT STREET SUITE 310 | LEXINGTON | KY | 40507 | 610909545 | 501C(3) | $95,000 | $0 | SUPPORT FOR THE WORK OF THE KENTUCKY EQUAL JUSTICE CENTER, ENSURING QUALITY HEALTHCARE AND HEALTHCARE ACCESS FOR ALL PEOPLE LIVING IN KENTUCKY REGARDLESS OF WHO THEY ARE, WHERE THEY CAME FROM, OR WHERE THEY LIVE |
| KENTUCKY VOICES FOR HEALTH | ||||||||
| 1640 LYNDON FARM COURT SUITE 108 | LOUISVILLE | KY | 40223 | 274557052 | 501C(3) | $405,000 | $0 | TARGETED HEALTH ADVOCACY IN SUPPORT OF THE FOUNDATION'S ACCESS TO HEALTH CARE AND CHILDREN'S HEALTH FOCUS AREAS |
| KENTUCKY YOUTH ADVOCATES | ||||||||
| 11001 BLUEGRASS PARKWAY SUITE 1100 | LOUISVILLE | KY | 40299 | 610929390 | 501C(3) | $241,057 | $0 | TO IMPROVE THE HEALTH OF KENTUCKY'S CHILDREN BY STRENGTHENING ACCESS TO HEALTH COVERAGE, HIGH-QUALITY INTEGRATED CARE, SMOKE-FREE PROTECTIONS, AND PREVENTION POLICIES |
| KET | ||||||||
| 600 COOPER DRIVE | LEXINGTON | KY | 40502 | 611285473 | 501C(3) | $50,000 | $0 | COLLABORATIVE HEALTH INITIATIVE |
| COMMUNITY FARM ALLIANCE | ||||||||
| 327 CHESTNUT STREET SUITE 1 | BEREA | KY | 40403 | 611092056 | 501C(3) | $50,000 | $0 | TO PROVIDE COMMUNITIES WITH POLICY AND ADVOCACY, RESOURCES, PROGRAM DEVELOPMENT, AND EQUITY BUILDING FOR HEALTHY FOOD ACCESS IN SUPPORT OF THE FOUNDATION'S ACCESS TO HEALTHY FOOD GOAL OF THE FOUNDATION'S 2021- |
| KENTUCKY HORTICULTURE COUNCIL | ||||||||
| PO BOX 21736 | LEXINGTON | KY | 40522 | 611401757 | 501C(3) | $10,000 | $0 | TO SPONSOR THE CREATION OF PROMOTIONAL KITS TO SCHOOLS PARTICIPATING IN THE CHALLENGE |
| CABINET FOR HEALTH AND FAMILY SERVICES | ||||||||
| 275 E MAIN ST | FRANKFORT | KY | 40621 | 611396546 | GOVERNMENT AGENCY | $10,000 | $0 | BFRSS OVERSAMPLE |
| ESPERANZA LATINO CENTER OF NORTHERN KENTUCKY | ||||||||
| 234 W PIKE ST | COVINGTON | KY | 41011 | 832365641 | 501C(3) | $45,000 | $0 | SUBCONTRACT - KDPH GRANT |
| CHIRSTOPHER 2X GAME CHANGERS INC | ||||||||
| 1800 MUHAMMAD ALI BLVD SUITE 2D2 | LOUISVILLE | KY | 40203 | 832365641 | $20,000 | $0 | SUBCONTRACT - KDPH GRANT | |
| HOPE CENTER INC | ||||||||
| 360 W LOUDON AVE | LEXINGTON | KY | 40508 | 611107296 | 501C(3) | $20,000 | $0 | SUBCONTRACT - KDPH GRANT |
| CAREUSTZ | ||||||||
| 958 COLLETT AVE SUITE 317 | BOWLING GREEN | KY | 42101 | 872173508 | $17,110 | $0 | SUBCONTRACT - KDPH GRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MAKES GRANTS AND FUNDS PROGRAM-RELATED ACTIVITIES AS APPROVED BY THE BOARD OF DIRECTORS PER AN ANNUAL OPERATING PLAN. OVERSIGHT OF THE DEVELOPMENT OF GRANTS AND PROGRAM-RELATED ACTIVITIES IS THE RESPONSIBILITY OF THE STRATEGIC PLANNING AND EVALUATION COMMITTEE WHOSE ROLE IS TO PROVIDE ASSISTANCE TO THE BOARD OF DIRECTORS IN BOTH DEVELOPING STRATEGIC PRIORITIES AND GOALS THAT CAN OPTIMALLY ADVANCE THE FOUNDATION'S MISSION AND ASSESSING PROGRESS TOWARD FULFILLING THEM. STAFF IS RESPONSIBLE FOR THE IMPLEMENTATION AND MONITORING OF GRANTS AND ACTIVITIES AND REPORTS TO THIS COMMITTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBERT CHANDLER | ||||||||||||||
| PRESIDENT/CEO | $287,100 | $0 | $0 | $0 | $0 | $0 | $21,391 | $0 | $11,145 | $0 | $319,636 | $0 | $0 | $0 |
| MARY JO SHIRCLIFFE | ||||||||||||||
| VICE PRESIDENT OF OPERATIO | $136,644 | $0 | $0 | $0 | $0 | $0 | $10,224 | $0 | $11,145 | $0 | $158,013 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION'S 990 IS REVIEWED PRIOR TO SUBMITTAL BY THE FINANCE AND AUDIT COMMITTEE; COPIES ARE PROVIDED TO EACH BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE FOUNDATION, BOARD, COMMITTEES AND PROFESSIONAL STAFF IS REQUIRED TO COMPLETE AN UPDATED CONFLICT OF INTEREST FORM ANNUALLY. THE FOUNDATION'S VP FOR OPERATIONS AND ADMINISTRATION TRACKS RECEIPT OF THE COMPLETED FORMS, PROVIDES A SUMMARY TO THE BOARD CHAIR AND CEO, AND FILES THEM FOR FUTURE REFERENCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY THREE TO FIVE YEARS, THE FOUNDATION UNDERTAKES AN EXTERNAL SALARY STUDY OF KEY POSITIONS IN THE FOUNDATION. EXECUTIVE COMMITTEE REFLECT RECEIPT AND ADOPTION OF THE MOST RECENT SALARY STUDY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE UPON REQUEST. A STATEMENT OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS CONTAINED IN THE FOUNDATION'S POLICY AND PROCEDURES MANUAL AND THE POLICY IS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION PUBLISHES AN ANNUAL REPORT CONTAINING A FINANCIAL REPORT FOR THAT YEAR. THE ANNUAL REPORT IS POSTED ON THE FOUNDATION'S WEBSITE AND IS DISSEMINATED TO KEY STAKEHOLDERS. THE FOUNDATION'S FINANCIAL RECORDS HAVE BEEN AUDITED BY THE INDEPENDENT AUDIT FIRM STROTHMAN & COMPANY. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 598,827. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 598,827. PROFESSIONAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,609. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,609. |
| FORM 990, SCHEDULE A, LINE 11H, SUPPORTED ORGANIZATION INFORMATION: | FOUNDATION FOR A HEALTHY KENTUCKY SUPPORTS VARIOUS ORGANIZATIONS IN KENTUCKY WORKING TO ADDRESS THE UNMET HEALTH NEEDS IN KENTUCKY. THE ORGANIZATIONS SUPPORTED CHANGE ANNUALLY AND ARE NOT LISTED IN THE GOVERNING DOCUMENTS OF FOUNDATION FOR A HEALTHY KENTUCKY. |