FOUNDATION FOR A HEALTHY KENTUCKY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR A HEALTHY KENTUCKY INC (EIN 31-1784753)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202533109349300208
- Schema version
- 2024v5.2
- 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 | 2025-11-06T11:46:38-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE N KOENIG | PreparerPersonNm |
| PTIN | P01022180 | PTIN |
| Phone | 5024269660 | PhoneNum |
| Preparation | 2025-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $15,831,060 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HEALTHY-KY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | ADDRESSING THE UNMET HEALTH NEEDS OF KENTUCKIANS BY DEVELOPING AND INFLUENCING (SEE SCHEDULE O) POLICY, IMPROVING ACCESS TO CARE, REDUCING HEALTH RISKS AND DISPARITIES, AND PROMOTING HEALTH EQUITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,211,130 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,634,617 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,600,733 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,619,421 | CYInvestmentIncomeAmt |
| PY Other Revenue | $167,527 | PYOtherRevenueAmt |
| CY Other Revenue | $134,855 | CYOtherRevenueAmt |
| PY Total Revenue | $3,979,390 | PYTotalRevenueAmt |
| CY Total Revenue | $5,388,893 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,579,873 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,397,776 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,130,695 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,157,398 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $857,099 | PYOtherExpensesAmt |
| CY Other Expenses | $740,857 | CYOtherExpensesAmt |
| PY Total Expenses | $3,567,667 | PYTotalExpensesAmt |
| CY Total Expenses | $4,296,031 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $411,723 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,092,862 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,517,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,202,973 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,352 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $254,920 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,469,229 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,948,053 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ADDRESSING THE UNMET HEALTH NEEDS OF KENTUCKIANS BY DEVELOPING AND INFLUENCING POLICY, IMPROVING ACCESS TO CARE, REDUCING HEALTH RISKS AND DISPARITIES, AND PROMOTING HEALTH EQUITY. THE FOUNDATION MAKES GRANTS, CONDUCTS CAMPAIGNS, SUPPORTS RESEARCH, HOLDS (SEE SCHEDULE O) 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,757,456 | ExpenseAmt |
| Grant | $2,397,776 | GrantAmt |
| Revenue | $13,350 | RevenueAmt |
| Desc | THE FOUNDATION FOR A HEALTHY KENTUCKY MAKES GRANTS AND CONDUCTS PROGRAM ACTIVITIES THAT SUPPORT THE RESEARCH, DEVELOPMENT, ADVOCACY AND IMPLEMENTATION OF HEALTH POLICY RELATIVE TO ACCESS TO HEALTHCARE AND CHILDREN'S HEALTH. A. ADVANCING ACCESS TO SAFE, AFFORDABLE, QUALITY HEALTH CARE TO ALL KENTUCKIANS THE FOUNDATION'S WORK UNDER THIS INITIATIVE SUPPORTS INNOVATIVE HEALTH CARE DELIVERY SYSTEMS, A STRONGER PUBLIC HEALTH INFRASTRUCTURE, AND COLLABORATIVE EFFORTS AIMED TO ADDRESS THE SOCIAL DRIVERS OF HEALTH TO ENSURE KENTUCKIANS RECEIVE CARE RESPONSIVE TO THEIR HEALTH AND HEALTH CARE NEEDS. (SEE SCHEDULE O)B. CHILDREN ARE THE DRIVING FORCE FOR A HEALTHIER KENTUCKYTHE FOUNDATION'S WORK UNDER THIS INITIATIVE SUPPORTS THE IMPROVEMENT OF THE PHYSICAL, SOCIAL AND EMOTIONAL HEALTH OF OUR NEXT GENERATION THROUGH PARTNERSHIPS AND ENGAGING COMMUNITIES WITH INNOVATIVE STRATEGIES TO BUILD HEALTHIER AND MORE EQUITABLE PLACES WHERE CHILDREN CAN ATTAIN THEIR OPTIMAL HEALTH AND WELL-BEING. | Desc |
| Total Program Service Expenses | $3,757,456 | 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 | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 |
| 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 CT 100 | 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 | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TRACEY ANTLE | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LEO CALDERON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE CHILES | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GARREN COLVIN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LATOYA DRAKE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIANNE SMITH EDGE | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GARY DRYDEN | |||||||
| EX-OFFICIO BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM MARCUM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLIFFORD MAESAKA JR | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE GASTAUER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ROSENBERG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE TUCKSON | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLOTTE WHITTAKER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE SLATON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRAN FELTNER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOMMY TURNER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISSA YOUNG | |||||||
| BOARD MEMBER (PRIOR) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALBERT CHANDLER | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $295,713 | $0 | $32,638 | ||
| ALLISON ADAMS | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $150,000 | $0 | $24,461 | Yes (X) | ||
| MERY A MENDOZA ARROYO | |||||||
| SR POLICY & PROGRAM ADMIN | 40.00 | $113,667 | $0 | $16,904 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $559,380 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $74,003 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RAMAGE COMPANY | |||||
| 900 E JEFFERSON ST | LOUISVILLE | KY | 40206 | CONSTRUCTION-RENOVATION | $242,049 |
| MORGAN STANLEY | |||||
| 1585 BROADWAY AVENUE | NEW YORK | NY | 10036 | INVESTMENT SERVICES | $207,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,634,617 | GovernmentGrantsAmt |
| Total Contributions | $1,634,617 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,376,198 | TotalRevenueColumnAmt |
| Exclusion | $1,376,198 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $283,184 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $161,679 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $121,505 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,505 | TotalRevenueColumnAmt |
| Exclusion | $121,505 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,523,711 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,280,488 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,243,223 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,243,223 | TotalRevenueColumnAmt |
| Exclusion | $2,243,223 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $13,350 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,350 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,350 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,388,893 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,350 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,740,926 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,397,776 | TotalAmt |
| Program Services | $2,397,776 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,351 | TotalAmt |
| Program Services | $295,516 | ProgramServicesAmt |
| Management And General | $32,835 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,819 | TotalAmt |
| Program Services | $533,076 | ProgramServicesAmt |
| Management And General | $88,743 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,487 | TotalAmt |
| Program Services | $109,566 | ProgramServicesAmt |
| Management And General | $34,921 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,741 | TotalAmt |
| Program Services | $49,215 | ProgramServicesAmt |
| Management And General | $13,526 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,459 | TotalAmt |
| Management And General | $7,459 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,290 | TotalAmt |
| Management And General | $59,290 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,746 | TotalAmt |
| Management And General | $207,746 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,765 | TotalAmt |
| Program Services | $97,777 | ProgramServicesAmt |
| Management And General | $34,988 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,508 | TotalAmt |
| Program Services | $104,013 | ProgramServicesAmt |
| Management And General | $37,495 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,361 | TotalAmt |
| Program Services | $14,361 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,590 | TotalAmt |
| Program Services | $22,754 | ProgramServicesAmt |
| Management And General | $2,836 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,541 | TotalAmt |
| Program Services | $36,915 | ProgramServicesAmt |
| Management And General | $2,626 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,453 | TotalAmt |
| Program Services | $83,780 | ProgramServicesAmt |
| Management And General | $4,673 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,353 | TotalAmt |
| Program Services | $10,896 | ProgramServicesAmt |
| Management And General | $5,457 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISCELLANEOUS | $4,069 | $1,811 | $2,258 |
| CREDIT LOSS | $3,722 | $3,722 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,296,031 | TotalAmt |
| Program Services | $3,757,456 | ProgramServicesAmt |
| Management And General | $538,575 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,079 | BOYAmt |
| EOY | $197,892 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,303 | BOYAmt |
| EOY | $254,550 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,524 | BOYAmt |
| EOY | $50,365 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,538 | BOYAmt |
| EOY | $25,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,003,840 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,321,987 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,496,749 | BOYAmt |
| EOY | $2,681,853 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,076,431 | BOYAmt |
| EOY | $54,935,362 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,178,279 | BOYAmt |
| EOY | $5,030,142 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,678 | BOYAmt |
| EOY | $16,855 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,517,581 | BOYAmt |
| EOY | $63,202,973 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,352 | BOYAmt |
| EOY | $39,004 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $215,916 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,352 | BOYAmt |
| EOY | $254,920 | 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 | $59,469,229 | BOYAmt |
| EOY | $62,948,053 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,469,229 | BOYAmt |
| EOY | $62,948,053 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,517,581 | BOYAmt |
| EOY | $63,202,973 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,092,862 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,385,962 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| 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 |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 6 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (6 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| LINCOLN TRAIL HEALTH DEPARTMENT | ||||
| 611010363 | 6 | 0 | $0 | $0 |
| CLOVER FORK OUTPATIENT MEDICAL PROJECT INC | ||||
| 610704701 | 3 | 0 | $0 | $0 |
| BLUEGRASS CARE NAVIGATORS | ||||
| 610978097 | 10 | 0 | $0 | $0 |
| NORTH CENTRAL AREA HEALTH EDUCATION CENTER | ||||
| 611239550 | 7 | 0 | $0 | $0 |
| KENTUCKY YOUTH ADVOCATES | ||||
| 610929390 | 7 | 0 | $100,000 | $0 |
| MERCY HEALTH PARTNERS LOURDES INC | ||||
| 610600313 | 3 | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 6 | SupportedOrganizationsTotalCnt |
| Support Sum | $100,000 | 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 | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (1) | SupportedOrgClassDesignatedInd |
| Support Non Supported Org | 0 | 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 I; LINE 12G | THE FOUNDATION SUPPORTS VARIOUS ORGANIZATIONS DEVOTED TO ADDRESSING THE UNMET HEALTH NEEDS OF KENTUCKIANS. THE SUPPORTED ORGANIZATIONS ARE NOT LISTED IN THE FOUNDATION'S GOVERNING DOCUMENTS BUT INSTEAD ARE DEFINED AS ANY ORGANIZATION THAT (I) IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE OR EDUCATIONAL PURPOSES THAT CORRESPOND WITH THE FOUNDATION'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. |
| SCHEDULE A; PART IV; SECTION A; LINE 1 | AS STATED IN THE FOUNDATION'S BY-LAWS, A "SUPPORTED ORGANIZATION" MEANS ANY ORGANIZATION THAT: (I) IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE OR EDUCATIONAL PURPOSES THAT CORRESPOND WITH THE FOUNDATION'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. |
| PART IV, SECTION A, LINE 1: | ORGANIZATION ADDED IN 2024: MERCY HEALTH PARTNERS LOURDES INC, 61-0600313. ORGANIZATIONS REMOVED IN 2024: BAPTIST HEALTHCARE SYSTEM INC, 61-0444707, AND JESSAMINE COUNTY HEALTH DEPARTMENT, 61-1053426. THESE ACTIONS WERE TAKEN DUE TO THE TENSURE PROVISIONS IN THE BYLAWS WHICH DICTATE A TERM OF THREE YEARS AND TWO CONSECUTIVE TERMS. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (1) | MediaAdvertisementsInd |
| Media Advertisements | $885 | MediaAdvertisementsAmt |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $30,000 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $40,186 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $71,071 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,254,710 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,797,637 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,086,843 | OtherExpendituresAmt |
| End Year Balance | $59,965,504 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,599,415 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,751,609 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,096,314 | OtherExpendituresAmt |
| End Year Balance | $56,254,710 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| 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 |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $385,171 | OtherCostOrOtherBasisAmt |
| Book Value | $385,171 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,269,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,031,443 | DepreciationAmt |
| Book Value | $2,237,910 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $349,316 | OtherCostOrOtherBasisAmt |
| Depreciation | $290,544 | DepreciationAmt |
| Book Value | $58,772 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,681,853 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $5,030,142 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,030,142 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,728,788 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,385,962 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$207,746 | OtherRevenueAmt |
| Revenue Not Reported | $2,178,216 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,550,572 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$161,679 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$161,679 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,388,893 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,249,964 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$207,746 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$207,746 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,457,710 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$161,679 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$161,679 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,296,031 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | AS OF DECEMBER 31, 2024, 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 AND STATE 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. GAAP PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ENTITY SHOULD MEASURE, RECOGNIZE, PRESENT AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ENTITY HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. THE FOUNDATION DETERMINED THAT IT HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 OR 2023. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES -207,746. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BUILDING EXPENSE -161,679. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES -207,746. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BUILDING EXPENSE -161,679. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (47 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| APPALACHIAN KENTUCKY HEALTH CARE ACCESS NETWORK | ||||||||
| 124 N MAYSVILLE ST | MOUNT STERLING | KY | 40353 | 833799871 | 501C3 | $16,000 | $0 | PREVENTING OVERDOSE DEATHS |
| APPALSHOP INC | ||||||||
| 91 MADISON AVENUE | WHITESBURG | KY | 41858 | 610890210 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| BIG SANDY HEALTH CARE INC | ||||||||
| 1709 KY ROUTE 321 3 | PRESTONSBURG | KY | 41653 | 610849776 | 501C(3) | $10,000 | $0 | VACCINE ACCESS & TRUST |
| BLACK COUNSELING & CONSULTING COLLECTIVE | ||||||||
| 1939 GOLDSMITH LANE STE 214 | LOUISVILLE | KY | 40218 | 852363667 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| BLACK SOIL CHARITABLE FUND INC | ||||||||
| 1831 RALEIGH ROAS | LEXINGTON | KY | 40505 | 991184271 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| BLUEGRASS HARM REDUCTION ALLIANCE | ||||||||
| 1385 HARTLAND WOODS WAY | LEXINGTON | KY | 40515 | 993673125 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| CAREUSTZ | ||||||||
| 958 COLLETT AVE SUITE 317 | BOWLING GREEN | KY | 42101 | 872173508 | 501C(3) | $25,000 | $0 | VACCINE ACCESS & TRUST |
| CHANGE TODAY CHANGE TOMORROW | ||||||||
| 902 S 15TH STREET | LOUISVILLE | KY | 40210 | 843715550 | 501C(3) | $52,000 | $0 | PREVENTING OVERDOSE DEATHS |
| COMMUNITY FARM ALLIANCE | ||||||||
| 327 CHESTNUT STREET SUITE 1 | BEREA | KY | 40403 | 611092056 | 501C(3) | $115,000 | $0 | CHILDHOOD OBESITY & DIABETES PREVENTION |
| COMMUNITY FOUNDATION OF LOUISVILLE | ||||||||
| 325 W MAIN ST 1110 | LOUISVILLE | KY | 40202 | 310997017 | 501C(3) | $45,000 | $0 | AWARENESS OF HEALTH ISSUES |
| CPESN KENTUCKY INC | ||||||||
| 1209 N MAIN ST | BEAVER DAM | KY | 42320 | 993936969 | 501C(3) | $25,000 | $0 | VACCINE ACCESS & TRUST |
| EMPOWHER WITH OPEN ARMS | ||||||||
| 2900 W BROADWAY STE 18 | LOUISVILLE | KY | 40211 | 873888862 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| ESPERANZA LATINO CENTER OF NORTHERN KENTUCKY | ||||||||
| 234 W PIKE ST | COVINGTON | KY | 41011 | 832365641 | 501C(3) | $25,000 | $0 | VACCINE ACCESS & TRUST |
| FOUR RIVERS SCHOLARSHIP FUND | ||||||||
| 304 WEST STATE LINE | FULTON | KY | 42041 | 272822912 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| FRANKFORT CARE COALITION | ||||||||
| PO BOX 4533 | FRANKFORT | KY | 40604 | 920313672 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| GRANNYS GIRLS BIRTH INITIATIVE | ||||||||
| 708 S 16TH ST | LOUISVILLE | KY | 40210 | 853127896 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| HOPE CENTER INC | ||||||||
| 360 W LOUDON AVE | LEXINGTON | KY | 40508 | 611107296 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| HOTEL INC | ||||||||
| PO BOX 1688 | BOWLING GREEN | KY | 42102 | 311021948 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| JOSHUA COMMUNITY CONNECTORS | ||||||||
| PO BOX 3133 | LOUISVILLE | KY | 40201 | 871604640 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| KENTUCKY CIVIC ENGAGEMENT TABLE | ||||||||
| PO BOX 1436 | LOUISVILLE | KY | 40201 | 832413836 | 501C(3) | $10,000 | $0 | AWARENESS OF HEALTH ISSUES |
| KENTUCKY EQUAL JUSTICE CENTER | ||||||||
| 201 WEST SHORT STREET SUITE 310 | LEXINGTON | KY | 40507 | 610909545 | 501C(3) | $100,000 | $0 | ACCESS TO QUALITY HEALTH CARE |
| KENTUCKY PSYCOLOGICAL ASSOCIATION FOUNDATION | ||||||||
| 120 SEARS AVENUE STE 214 | LOUISVILLE | KY | 40207 | 611122935 | 501C(3) | $30,000 | $0 | CHILDREN'S MENTAL HEALTH & ACES |
| KENTUCKY VOICES FOR HEALTH | ||||||||
| 1640 LYNDON FARM COURT SUITE 108 | LOUISVILLE | KY | 40223 | 274557052 | 501C(3) | $432,052 | $0 | ACCESS TO QUALITY HEALTH CARE |
| KENTUCKY YOUTH ADVOCATES | ||||||||
| 11001 BLUEGRASS PARKWAY SUITE 1100 | LOUISVILLE | KY | 40299 | 610929390 | 501C(3) | $100,000 | $0 | CHILDREN'S MENTAL HEALTH & ACES |
| KET | ||||||||
| 600 COOPER DRIVE | LEXINGTON | KY | 40502 | 611285473 | 501C(3) | $100,000 | $0 | AWARENESS OF HEALTH ISSUES |
| KY DERBY FESTIVAL FOUNDATION | ||||||||
| 1001 SOUTH THIRD STREET | LOUISVILLE | KY | 40203 | 311629357 | 501C(3) | $20,000 | $0 | VACCINE ACCESS & TRUST |
| LOUISVILLE PRIDE FOUNDATION | ||||||||
| 1244 S 3RD STREET | LOUISVILLE | KY | 40203 | 471945331 | 501C(3) | $75,000 | $0 | VACCINE ACCESS & TRUST |
| LOUISVILLE PUBLIC MEDIA | ||||||||
| 619 S FOURTH STREET | LOUISVILLE | KY | 40202 | 611259787 | 501C(3) | $12,500 | $0 | AWARENESS OF HEALTH ISSUES |
| MENTAL HEALTH AMERICA NORTHERN KENTUCKY | ||||||||
| 11238 CORNELL PARK DRIVE | CINCINNATI | OH | 45242 | 610712473 | 501C(3) | $20,000 | $0 | PREVENTING OVERDOSE DEATHS |
| NAMI KENTUCKY | ||||||||
| 201 MECHANIC STREET 219 | LEXINGTON | KY | 42507 | 611140329 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| NEW LEGACY REENTRY CORP | ||||||||
| 1115 GARVIN PL | LOUISVILLE | KY | 40203 | 452406993 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| NORTHERN KENTUCKY CHILDREN'S LAW CENTER | ||||||||
| 1002 RUSSELL STREET | COVINGTON | KY | 41011 | 611167352 | 501C(3) | $25,000 | $0 | CHILDREN'S MENTAL HEALTH & ACES |
| PATHWAYS INC | ||||||||
| 1212 BATH AVE - PO BOX 790 | ASHLAND | KY | 41105 | 610661987 | 501C(3) | $22,129 | $0 | PREVENTING OVERDOSE DEATHS |
| PEOPLE ADVOCATING RECOVERY | ||||||||
| 415 BENJAMIN LANE | LOUISVILLE | KY | 40222 | 201664735 | 501C(3) | $24,626 | $0 | PREVENTING OVERDOSE DEATHS |
| PROJECT RICOCHET INC | ||||||||
| 15831 FAIRBANKS CT | GRANGER | IN | 46530 | 010949080 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| QUEER KENTUCKY | ||||||||
| 900 E AMIN ST SECOND FLOOR | LOUISVILLE | KY | 40206 | 844725183 | 501C(3) | $200,967 | $0 | VACCINE ACCESS & TRUST |
| RECOVERY CAFE LEXINGTON | ||||||||
| PO BOX 54886 | LEXINGTON | KY | 40555 | 823801728 | 501C(3) | $50,000 | $0 | PREVENTING OVERDOSE DEATHS |
| RIVER VALLEY BEHAVIORAL HEALTH | ||||||||
| 1100 WALNUT ST | OWENSBORO | KY | 42301 | 610668290 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| SOMALI COMMUNITY OF LOUISVILLE | ||||||||
| 6100 SIX MILE LANE | LOUISVILLE | KY | 40218 | 611319971 | 501C(3) | $80,220 | $0 | PREVENTING OVERDOSE DEATHS |
| ST JOHN CENTER | ||||||||
| 700 E MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40202 | 611135907 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| STERLING HEALTH CARE | ||||||||
| 236 W MAIN ST | MT STERLING | KY | 40353 | 270439902 | 501C(3) | $99,996 | $0 | ACCESS TO QUALITY HEALTH CARE |
| SUPPORT AGENCY | ||||||||
| 1594 NEW CONCORD ROAD | COLUMBIA | KY | 42728 | 934278112 | 501C(3) | $42,200 | $0 | PREVENTING OVERDOSE DEATHS |
| UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION | ||||||||
| 301 PETERSON SERVICE BUILDING | LEXINGTON | KY | 40506 | 616033693 | 501C(3) | $26,250 | $0 | AWARENESS OF HEALTH ISSUES |
| VOICES OF HOPE | ||||||||
| 450 OLD VINE STREET 101 | LEXINGTON | KY | 40507 | 810821411 | 501C(3) | $24,996 | $0 | PREVENTING OVERDOSE DEATHS |
| HANNAHS CROWN CORPORATION | ||||||||
| 4019 PEACHTREE AVE | LOUISVILLE | KY | 40215 | 352661155 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| UNIVERSITY OF VIRGINIA | ||||||||
| 1001 NORTH EMMET STREET | CHARLOTTESVILLE | VA | 22904 | 546001796 | 501C(3) | $133,891 | $0 | ACCESS TO HEALTH DATA |
| VOCAL-KY | ||||||||
| 300 DOUGLASS STREET | BROOKLYN | NY | 11217 | 134094385 | 501C(3) | $25,000 | $0 | PREVENTING OVERDOSE DEATHS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 48 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
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 | $295,713 | $0 | $0 | $0 | $0 | $0 | $22,179 | $0 | $10,459 | $0 | $328,351 | $0 | $0 | $0 |
| ALLISON ADAMS | ||||||||||||||
| CHIEF OPERATING OFFICER | $150,000 | $0 | $0 | $0 | $0 | $0 | $11,250 | $0 | $13,211 | $0 | $174,461 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION'S 990 IS REVIEWED BY MANAGEMENT PRIOR TO SUBMISSION TO THE FINANCE AND AUDIT COMMITTEE; COPIES ARE ALSO 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 A CONFLICT OF INTEREST FORM ANNUALLY. THE FOUNDATION'S COO TRACKS RECEIPT OF THE COMPLETED FORMS AND PROVIDES A SUMMARY TO THE BOARD CHAIR AND CEO. THE BOARD CHAIR AND CEO MONITOR COMPLIANCE WITH THE POLICY BASED ON CONFLICTS, IF ANY, IDENTIFIED ON THE COMPLETED FORMS. |
| 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. THE EXECUTIVE COMMITTEE ESTABLISHES COMPENSATION BASED ON 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. |