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GHEENS FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GHEENS FOUNDATION INC (EIN 61-6031406)
Tax period
2024-11-01 to 2025-10-31
Filed
2026-03-11
IRS object ID
202620709349101002
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-03-11T10:42:13-05:00ReturnTs
Tax Period End2025-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611064249PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEMING MALONE LIVESAY & OSTROFF PSCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19300 SHELBYVILLE RD STE 1100AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP402225187ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN616031406EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GHEENS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGHEEBusinessNameControlTxt
Phone5025844650PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 WEST MAIN STREET 705AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY ALLENPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone5025844650PhoneNum
Signature2026-03-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE N KOENIGPreparerPersonNm
PTINP01022180PTIN
Phone5024269660PhoneNum
Preparation2026-03-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$190,650,242FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,482InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,482InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,102,978DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,102,978DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,146,457NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$162,442,931GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,146,457CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$653,998OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$653,998OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$11,908,915TotalRevAndExpnssAmt
Total Net Invst Incm$11,908,915TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$512,838CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$85,460CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$427,378CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$181,013OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$18,101OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$162,912OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$66,171PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$6,617PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$59,554PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$840LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$210LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$630LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$30,890AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,723AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$23,617AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$379,322OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$372,960OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,362OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$163,133TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,125TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$42,843OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$10,710OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$32,133OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$23,680TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$3,552TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$20,128TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$96,754OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$46,809OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$49,945OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,497,484TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$557,267TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$782,659TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,847,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,317,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,344,984TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$557,267TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,100,159TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,563,931ExcessRevenueOverExpensesAmt
Net Investment Income$11,351,648NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,000CashBOYAmt
Cash EOY$25,000CashEOYAmt
Cash EOYFMV$25,000CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,495,594SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,851,744SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,851,744SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$103,624PrepaidExpensesBOYAmt
Prepaid Expenses EOY$173,145PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$173,145PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$12,105,400USGovernmentObligationsBOYAmt
US Government Obligations EOY$19,302,867USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$19,292,292USGovtObligationsEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$19,296,390CorporateStockEOYAmt
Corporate Stock EOYFMV$20,854,813CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$9,242,014CorporateBondsEOYAmt
Corporate Bonds EOYFMV$9,206,980CorporateBondsEOYFMVAmt
Other Investments BOY$141,799,644OtherInvestmentsBOYAmt
Other Investments EOY$103,894,632OtherInvestmentsEOYAmt
Other Investments EOYFMV$131,670,137OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,664LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,664LandBldgEquipAccumDeprecAmt
Other Assets BOY$272,694OtherAssetsBOYAmt
Other Assets EOY$576,131OtherAssetsEOYAmt
Other Assets EOYFMV$576,131OtherAssetsEOYFMVAmt
Total Assets BOY$158,801,956TotalAssetsBOYAmt
Total Assets EOY$161,361,923TotalAssetsEOYAmt
Total Assets EOYFMV$190,650,242TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,511AccountsPayableBOYAmt
Grants Payable BOY$1,475,000GrantsPayableBOYAmt
Grants Payable EOY$2,005,000GrantsPayableEOYAmt
Other Liabilities BOY$54,686OtherLiabilitiesBOYAmt
Other Liabilities EOY$110,651OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,531,197TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,115,651TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$157,270,759NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$159,246,272NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$157,270,759TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$159,246,272TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$158,801,956TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$161,361,923TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$157,270,759TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,563,931ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$160,834,690SubtotalAmt
Other Decreases$1,588,418OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$159,246,272TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$160,702,719$154,296,474$6,406,245$6,406,245
CAPITAL GAIN DISTRIBUTIONSP$1,740,212$1,740,212$1,740,212
FieldValueIRS element (for citing)
Capital Gain Net Income$8,146,457CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$157,788InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$157,788SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$157,788TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$199,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$199,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$42,012OverpaymentAmt
Applied To ES Tax$42,012AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressGHEENSFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5025844650PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 WEST MAIN STREET SUITE 705AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARRY G ALLEN
401 WEST MAIN ST STE 705LOUISVILLEKY40202PRESIDENT/TREASURER40.00$285,000$17,100$10,435
MICHAEL B MOUNTJOY
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE/CHAIR9.00$82,000$0$0
JOHN R CROCKETT III
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE/SECRETARY/COMP COMM CHAIR2.00$29,167$0$0
PHOEBE A WOOD
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE/CHAIR ELECT/INV COMM CHAIR2.00$33,750$0$0
LORI H FLANERY
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE/AUDIT COMMITEE CHAIR2.00$31,417$0$0
CAROLYN W TANDY
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE1.50$25,750$0$0
JAMES J LANCASTER
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE1.50$25,750$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonKATHY KNOTTSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 WEST MAIN ST STE 705AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd
FieldValueIRS element (for citing)
TitleSR VP & DIRECTOR GRATitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$155,833CompensationAmt
Employee Benefits$9,350EmployeeBenefitsAmt
Expense Account$12,548ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
TRUIST FINANCIAL CORP
214 NORTH TRYON STREETCHARLOTTENC28202INVESTMENT MANAGEMENT$201,028
MORGAN STANLEY
1585 BROADWAYNEW YORKNY10036INVESTMENT MANAGEMENT$170,248
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$163,951,873AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,716,282AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,325,278FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$177,993,433TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$177,993,433AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,669,901CashDeemedCharitableAmt
Net Vl Noncharitable Assets$175,323,532NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,766,177MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,766,177MinimumInvestmentReturnAmt
Tax Based On Investment Income$157,788TaxBasedOnInvestmentIncomeAmt
Total Tax$157,788TotalTaxAmt
Distributable Before Adj$8,608,389DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,608,389DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,608,389DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,100,159ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,100,159QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,608,389DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$25,451ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$25,451TotalExcessDistributionCyovAmt
Qualifying Distributions$7,100,159QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,100,159AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$25,451ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$25,451ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,482,779UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLORI H FLANERYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1401 WEST MAIN STREET SUITE 705AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5025844650RecipientPhoneNum
Form And Info And MaterialsAN ONLINE APPLICATION CAN BE FOUND AT GHEENSFOUNDATION.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMISSION DEADLINES ARE QUARTERLY. SPECIFIC DATES CAN BE FOUND AT GHEENSFOUNDATION.ORG.SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE ONLY AWARDED TO NONPROFIT ORGANIZATIONS WHOSE MISSIONS IMPACT THE GREATER LOUISVILLE METRO AREA AND LAFOURCHE AND TERREBONE PARISHES IN LOUISIANA, THE HOME COMMUNITIES OF MR. AND MRS. EDWIN GHEENS. IN SOME INSTANCES, NONPROFIT ORGANIZATIONS WHICH OPERATE OUTSIDE LOUISVILLE BUT IN KENTUCKY ARE CONSIDERED FOR FUNDING.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (157 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FUND FOR THE ARTS
623 WEST MAIN STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$75,000
21ST CENTURY PARKS INC
471 WEST MAIN STREET SUITE 202LOUISVILLEKY40202N/APUBLIC CHARITYGENERAL OPERATIONS$25,000
ACADEMY OF MUSIC PRODUCTION EDUCATION AND DEVELOPMENT
4425 GREENWOOD AVENUELOUISVILLEKY40211N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
TRIPLE TWELVE MINISTRIES INC
521 N 26TH STREETLOUISVILLEKY40212N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
ADELANTE HISPANIC ACHIEVERS INC
2005 DOUGLASS BOULEVARDLOUISVILLEKY40205N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
AMBO DANCE THEATRE INC
4557 S 2ND STREETLOUISVILLEKY40214N/APUBLIC CHARITYATTIRE FOR ACCESS: REMOVING THE HIDDEN COSTS OF DANCE$10,000
AMERICANA COMMUNITY CENTER INC
4801 SOUTHSIDE DRIVELOUISVILLEKY40214N/APUBLIC CHARITYYOUTH & FAMILY PROGRAMMING$100,000
AMPLIFY LOUISVILLE INC
819 E MARKET ST STE 201LOUISVILLEKY40206N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
PILLAR INC
7408-A HIGHWAY 329CRESTWOODKY40014N/APUBLIC CHARITYSUPPORT FOR RUSSELL ENGAGEMENT CENTER$20,000
AWAKE MINISTRIES
701 WASHINGTON STREETSHELBYVILLEKY40065N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
BACKSIDE LEARNING CENTER INC
3131 S 2ND STREET SUITE 389LOUISVILLEKY40208N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
BEST BUDDIES INTERNATIONAL
100 SE 2ND STREET SUITE 2200MIAMIFL33131N/APUBLIC CHARITYBEST BUDDIES IN KENTUCKY INCLUSION PROJECT$5,000
BIG BROTHERSBIG SISTERS OF KENTUCKIANA
1519 GARDINER LANELOUISVILLEKY40218N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
BLESSINGS IN A BACKPACK INC
4121 SHELBYVILLE ROADLOUISVILLEKY40207N/APUBLIC CHARITYBRIDGING THE WEEKEND HUNGER GAP$20,000
BOTANICA INC
PO BOX 5056LOUISVILLEKY40255N/APUBLIC CHARITYMISSION DELIVERY SUPPORT AND PHASE 2A OF CAPITAL CAMPAIGN$25,000
BOYS & GIRLS CLUBS INC
3900 CRITTENDEN DRIVELOUISVILLEKY40209N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
BOYS AND GIRLS HAVEN
2301 GOLDSMITH LANELOUISVILLEKY40218N/APUBLIC CHARITYCAPITAL IMPROVEMENTS, FACILITIES RENOVATIONS AND GENERAL OPERATIONAL SUPPORT$75,000
THE CABBAGE PATCH SETTLEMENT HOUSE
1413 S SIXTH STREETLOUISVILLEKY40208N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
CATHOLIC CHARITIES OF LOUISVILLE INC
435 E BROADWAYLOUISVILLEKY40202N/APUBLIC CHARITYSUPPORT LEGAL SERVICES ACCESS$50,000
CENTER FOR EMPLOYMENT OPPORTUNITIES INC
50 BROADWAY SUITE 1604NEW YORKNY10004N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
THE CENTER FOR WOMEN & FAMILIES
PO BOX 2048LOUISVILLEKY40201N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$35,000
CENTRAL LOUISVILLE COMMUNITY MINISTRIES
809 S 4TH STLOUISVILLEKY40203N/APUBLIC CHARITYCONTRACT DEVELOPMENT POSITION$10,000
KIDS CENTER FOR PEDIATRIC THERAPIES
982 EASTERN PARKWAYLOUISVILLEKY40217N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$15,000
CHILDREN HAVE OPTIONS IN CHOOSING EXPERIENCES
3715 BARDSTOWN ROADLOUISVILLEKY40218N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$15,000
CHRISTOPHER 2X GAME CHANGERS INC
1800 W MUHAMMAD ALI BOULEVARDLOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
THE COALITION FOR THE HOMELESS INC
1300 S 4TH ST STE 250LOUISVILLEKY40208N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$15,000
COMMONWEALTH FUND FOR KET INC
560 COPPER DRIVELEXINGTONKY40502N/APUBLIC CHARITYLOUISVILLE PRODUCTION CENTER PROJECT$25,000
COMMUNITIES IN SCHOOLS OF CLARK COUNTY INC
4403 HAMBURG PIKE STE CJEFFERSONVILLEIN47130N/APUBLIC CHARITYSCHOOL-BASED THERAPY PROGRAM$25,000
DARE TO CARE INC
PO BOX 35458LOUISVILLEKY40232N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
DAY SPRING FOUNDATION INC
3430 DAY SPRING CTLOUISVILLEKY40213N/APUBLIC CHARITYCOLLEGE FOR LIVING CAPITAL EXPANSION$25,000
DELTA FOUNDATION INC
3019 RADIANCE ROADLOUISVILLEKY40220N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
THE DEPAUL SCHOOL INC
1925 DUKER AVENUELOUISVILLEKY40205N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
DOWN SYNDROME OF LOUISVILLE INC
5001 S HURSTBOURNE PKWYLOUISVILLEKY40291N/APUBLIC CHARITYBRIGHTER THAN EVER - EXPANDING THE DSL$50,000
DOWNTOWN DEVELOPMENT CORPORATION
500 W JEFFERSON ST STE 1210LOUISVILLEKY40202N/APUBLIC CHARITYSTRING LIGHT PILOT PROJECT$50,000
DREAMS WITH WINGS INC
1579 BARDSTOWN ROADLOUISVILLEKY40205N/APUBLIC CHARITYFORVERE CHANGED: YOUTH AND TEEN PROGRAM$20,000
DRESS FOR SUCCESS LOUISVILLE INC
2722 CRITTENDEN DR L1200LOUISVILLEKY40209N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
ED HAMILTON STUDIOS AND VISITORS CENTER INC
543 S SHELBY STLOUISVILLEKY40202N/APUBLIC CHARITYCAPITAL SUPPORT$20,000
ELDERSERVE INC
631 SOUTH 28TH STREETLOUISVILLEKY40211N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
ELEVATE LOUISVILLE INC
734 W MAIN STREET SUITE 106-B4LOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
EMERGING WORKFORCE INITIATIVE INC
2205 W WELLINGTON AVENUELOUISVILLEKY40214N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
ENDEAVOR GLOBAL INC
28 LIBERTY ST FL 53NEW YORKNY10005N/APUBLIC CHARITYSTRATEGIC GROWTH IN LOUISVILLE THROUGH ENTREPRENEURIAL ECOSYSTEM EXPANSION$50,000
EXPLOITED CHILDREN'S HELP ORGANIZATION OF GREATER LOUISVILLE
1500 POPLAR LEVEL RD STE 2LOUISVILLEKY40217N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$15,000
FALLS OF THE OHIO FOUNDATION
201 W RIVERSIDE DRIVE 1CLARKSVILLEIN47129N/APUBLIC CHARITYKENTUCKIANA UNDERGROUND RAILROAD PROJECT$15,000
FAMILY AND CHILDREN'S PLACE
525 ZANE STREETLOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$75,000
FAMILY ARK INC
101 NOAHS LANEJEFFERSONVILLEIN47130N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
FAMILY SCHOLAR HOUSE INC
403 REG SMITH CIRCLELOUISVILLEKY40208N/APUBLIC CHARITYCAPITAL, PROGRAM AND MISSION SUPPORT$50,000
FATHER'S LOVE INC
624 HENRY CLAY STREETSHELBYVILLEKY40065N/APUBLIC CHARITYBACKPACK FOOD PROGRAM - FOOD INSECURITY$10,000
FEED LOUISVILLE INC
1334 STORY AVENUELOUISVILLEKY40206N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$30,000
FHGR INC
409 MARQUETTE DRIVELOUISVILLEKY40222N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
FIRST GETHSEMANE CENTER FOR FAMILY DEVELOPMENT INC
1221 FIRST GETHSEMANE AVENEUELOUISVILLEKY40208N/APUBLIC CHARITYTEACH ONE ACADEMY$20,000
YOUTH GOLF COALITION INC DBA THE FIRST TEE OF LOUISVILLE
460 NORTHWESTERN PARKWAYLOUISVILLEKY40212N/APUBLIC CHARITYGOLF & LIFE SKILLS PROGRAM$10,000
THE FLAGSTONE INITIATIVE INC
2201 BROADWAY SUITE 100OAKLANDCA94612N/APUBLIC CHARITYEXPANDING UPSTREAM EVICTION PREVENTION IN LOUISVILLE$20,000
FRANCISCAN SHELTER HOUSE
748 S PRESTON STREETLOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$30,000
FULLER CENTER FOR HOUSING INC
PO BOX 1117LOUISVILLEKY40251N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
GILDA'S CLUB LOUISVILLE INC
2440 GRINSTEAD DRIVELOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
GIRL SCOUTS OF KENTUCKIANA INC
2115 LEXINGTON ROADLOUISVILLEKY40206N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
GLEAN KENTUCKY INC
628 N BROADWAYLEXINGTONKY40508N/APUBLIC CHARITYMISSION DELIVERY SUPPORT - NORTH CENTRAL REGION$10,000
HABITAT FOR HUMANITY CLARK AND FLOYD INDIANA
PO BOX 1814NEW ALBANYIN47151N/APUBLIC CHARITYPEARL STREET AFFORDABLE HOMEOWNERSHIP PROJECT$20,000
HABITAT FOR HUMANITY OF METRO LOUISVILLE INC
1620 BANK STREETLOUISVILLEKY40203N/APUBLIC CHARITYSANTA FE CROSSING AFFORDABLE HOUSING INITIATIVE$50,000
HAND IN HAND MINISTRIES INC
518 N 26TH STREETLOUISVILLEKY40212N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$15,000
HAVE A HEART FOUNDATION INC
310 E BROADWAY STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
THE HEALING PLACE INC
1020 W MARKET STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
HELP US GROW FOUNDATION INC
PO BOX 7925LOUISVILLEKY40257N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
HEUSER HEARING & LANGUAGE ACADEMY
111 E KENTUCKY STREETLOUISVILLEKY40203N/APUBLIC CHARITYBUILDING FOUNDATION, AMPLIFYING FUTURES: A CAPITAL CAMPAIGN$75,000
HOPE COLLABORATIVE
PO BOX 991336LOUISVILLEKY40269N/APUBLIC CHARITYPUBLIC SCHOOL OUTREACH$25,000
HOSPARUS INC
3532 EPHRAIM MCDOWELL DRIVELOUISVILLEKY40205N/APUBLIC CHARITYHOSPARUS HEALTH IMPATIENT CARE CENTER$50,000
HOUSE OF HOPE OF KENTUCKY INC
1157 DIXIE HIGHWAYLOUISVILLEKY40210N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
ISAIAH HOUSE
PO BOX 188WILLISBURGKY40078N/APUBLIC CHARITYLOUISVILLE EDUCATION AND WORKFORCE DEVELOPMENT PROJECT$30,000
I WOULD RATHER BE READING
828 S 6TH STREETLOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
JEB JR ENRICHMENT CENTER
2041 RIVER ROAD SECOND FLOORLOUISVILLEKY40206N/APUBLIC CHARITYBRIDGE BUILDER PROGRAM$10,000
JEFFERSON COMMUNITY AND TECHNICAL COLLEGE FOUNDATION INC
109 EAST BROADWAY 302ALOUISVILLEKY40202N/ASCHOOLJEFFERSON RISING CAPITAL CAMPAIGN$100,000
JEWISH FAMILY & CAREER SERVICES OF LOUISVILLE INC
2821 KLEMPNER WAYLOUISVILLEKY40205N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
JOSHUA COMMUNITY CONNECTORS INC
2120 CHESTNUT STREETLOUISVILLEKY40211N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
JUNIOR ACHIEVEMENT OF KENTUCKIANA INC
1401 W MUHAMMAD ALI BOULEVARDLOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
KENTUCKIANAWORKS FOUNDATION INC
410 W CHESTNUT STREET 200LOUISVILLEKY40202N/APUBLIC CHARITYGREATER LOUISVILLE ALIGNMENT NETWORK$75,000
KENTUCKY DANCE COUNCIL
315 EAST MAIN STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
KENTUCKY NONPROFIT NETWORK
PO BOX 24362LEXINGTONKY40524N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$5,000
KENTUCKY PERFORMING ARTS FOUNDATION
501 W MAIN STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
KENTUCKY PUBLIC RADIO INC
619 S FOURTH STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
KENTUCKY YMCA YOUTH ASSOCIATION
91 C MICHAEL DAVENPORT BOULEVARDFRANKFORTKY40601N/APUBLIC CHARITYEXPANDING CIVIC ENGAGEMENT AND YOUTH LEADERSHIP OPPORTUNITIES IN GREATER LOUISVILLE$10,000
LA CASITA CENTER INC
PO BOX 1844LOUISVILLEKY40201N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$75,000
LIGHTHOUSE PROMISE INC
5312 SHEPERDSVILLE ROADLOUISVILLEKY40228N/APUBLIC CHARITYMISSION DELIVERY SUPPORT OF OUT OF SCHOOL TIME PROGRAM$20,000
THE LINCOLN FOUNDATION
4322 BISHOP LANELOUISVILLEKY40218N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
LINCOLN HERITAGE COUNCIL BOY SCOUTS OF AMERICA
12001 SYCAMORE STATION PLACELOUISVILLEKY40299N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
LOAVES AND FISHES INC
500 E CALDWELL STREETLOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
LOCAL INITIATIVES SUPPORT CORPORATION
28 LIBERTY STREET 34TH FLOORNEW YORKNY10005N/APUBLIC CHARITYWEST END REVITALIZATION WITH LISC LOUISVILLE$100,000
LOUISVILLE ACADEMY OF MUSIC INC
2740 FRANKFORT AVENUELOUISVILLEKY40206N/APUBLIC CHARITYLOUISVILLE ACADEMY OF MUSIC MISSION DELIVERY$10,000
LOUISVILLE CENTRAL COMMUNITY CENTERS INC
1300 WEST MUHAMMAD ALILOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT FOR COMMUNITY EMPOWERMENT AND GROWTH$50,000
THE LOUISVILLE LEOPARD PERCUSSIONISTS
PO BOX 3291LOUISVILLEKY40201N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
LOUISVILLE MEMORIAL AUDITORIUM FOUNDATION INC
1009 S 4TH STREETLOUSIVILLEKY40203N/APUBLIC CHARITYCAPITAL CAMPAIGN$50,000
LOUISVILLE OLMSTED PARKS CONSERVANCY
1299 TREVILIAN WAYLOUISVILLEKY40213N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$35,000
LOUISVILLE STORY PROGRAM INC
851 S 4TH STREETLOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
LOUISVILLE URBAN LEAGUE INC
1535 W BROADWAYLOUISVILLEKY40203N/APUBLIC CHARITYBRIDGING THE GAP: EMPOWERING ACADEMIC SUCCESS FOR LOUISVILLE'S YOUTH$30,000
LOUISVILLE VISUAL ART ASSOCIATION
1538 LYLE STREETLOUISVILLEKY40203N/APUBLIC CHARITYCAPITAL IMPROVEMENTS FOR A BETTER LEARNING ENVIRONMENT & SUPPORT FOR CHILDREN'S FINE ART CLASSES$40,000
LOUISVILLE ZOO FOUNDATION INC
PO BOX 37250LOUISVILLEKY40233N/APUBLIC CHARITYKENTUCKY TRAILS$100,000
LOVE CITY INC
2615 ALFORD AVENUELOUISVILLEKY40212N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
MARYHURST INC
1015 DORSEY LANELOUISVILLEKY40223N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
MEREDITH-DUNN LEARNING CENTER INC
3023 EMLBOURNE AVENUELOUISVILLEKY40220N/APUBLIC CHARITYTECHNOLOGY SUPPORT$25,000
METRO UNITED WAY INC
PO BOX 4488LOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$40,000
METROPOLITAN HOUSING COALITION INC
PO BOX 4533LOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
MOLO VILLAGE CDC CO
PO BOX 2846LOUISVILLEKY40201N/APUBLIC CHARITYTHE VILLAGE TOO!$100,000
THE MORTON CENTER
1028 BARRET AVENUELOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
MUHAMMAD ALI MUSEUM & EDUCATION CENTER INC
144 N 6TH STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
NAMI KENTUCKY INC
201 MECHANIC STREET STE 219LEXINGTONKY40507N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
NATIVITY ACADEMY OF ST BONIFACE INC
529 EAST LIBERTY STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
NEW DAY MINISTRIES
11016 INDIAN LEGENDS DRIVELOUISVILLEKY40241N/APUBLIC CHARITYL.I.F.E. (LOVE INSPIRING FUTURE EXCELLENCE) AFTER SCHOOL CAMP$20,000
NEW DIRECTIONS HOUSING CORPORATION
1617 MAPLE STREETLOUISVILLEKY40210N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$150,000
NEW LIFE DIRECTIONS MINISTRIES INC
PO BOX 99245LOUISVILLEKY40269N/APUBLIC CHARITYCOMPLETION OF HOUSING & TRAINING CENTER FOR SINGLE MOTHERS AND THEIR CHILDREN$50,000
ONEWEST CORPORATION
2028 W BROADWAY 104LOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY AND PROJECT SUPPORT$125,000
OPERATION CARE INC
PO BOX 1393SHELBYVILLEKY40066N/APUBLIC CHARITYEXPANSION OF OPERATION CARE'S TRANSITIONAL HOUSING PROGRAM$25,000
ORPHAN CARE ALLIANCE INC
115 N WATTERSON TRAIL STE 201LOUISVILLEKY40243N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
OWSLEY BROWN FRAZIER HISTORICAL ARMS MUSEUM FOUNDATION INC
829 W MAIN STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
PARKS ALLIANCE OF LOUISVILLE INC
PO BOX 5755LOUISVILLEKY40255N/APUBLIC CHARITYREIMAGINING BALLARD PARK IN THE SMOKETOWN NEIGHBORHOOD$100,000
PASSIONIST EARTH & SPIRIT CENTER INC
1924 NEWBURG ROADLOUISVILLEKY40205N/APUBLIC CHARITYGENERAL OPERATING SUPPORT$10,000
PERSONAL COUNSELING SERVICES INC
1205 APPLEGATE LANECLARKSVILLEIN47129N/APUBLIC CHARITYMISSION DELIVERY SUPPORT IN RURAL AREAS$50,000
PHILANTHROPY SOUTHEAST
100 PEACHTREE STREET NW SUITE 2080ATLANTAGA30303N/APUBLIC CHARITYGRANTMAKERS OF KENTUCKY ANNUAL CONFERENCE$2,500
PLANNED PARENTHOOD OF THE GREAT NORTHWEST HAWAII ALASKA INDIANA AND KENTU
2001 E MADISON STREETSEATTLEWA98122N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
PRICHARD COMMITTEE FOR ACADEMIC EXCELLENCE
2285 EXECUTIVE DRIVE 120LEXINGTONKY40505N/APUBLIC CHARITYELEVATING EDUCATION AND EMPOWERING COMMUNITIES IN THE COMMONWEALTH$10,000
PRODIGAL MINISTRIES INC
PO BOX 1484CRESTWOODKY40014N/APUBLIC CHARITYMISSION DELIVERY SUPPORT - PRODIGAL'S RE-ENTRY PROGRAM$10,000
PROMINENT YOUTH OF AMERICA
101 N 44TH STREETLOUISVILLEKY40212N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
REFUGE INTERNATIONAL INC
1941 BISHOP LANE STE 804LOUISVILLEKY40218N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
REFUGE FOR WOMEN INC
1001 S EDMONDS LANE STE 900LEWISVILLETX75067N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$15,000
RITA JUNE FOUNDATION INC
545 S 3RD STREETLOUISVILLEKY40202N/APUBLIC CHARITYRITA JUNE FOUNDATION AND THE CONSTRUCTION OF THREE LOUISVILLE BEZOS ACADEMIES$175,000
RONALD MCDONALD HOUSE CHARITIES OF KENTUCKIANA INC
550 S 1ST STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
SCARLET HOPE
PO BOX 6542LOUISVILLEKY40206N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$15,000
SEVEN COUNTIES SERVICES INC
10401 LINN STATION SUITE 100LOUISVILLEKY40223N/APUBLIC CHARITYCHILD AND FAMILY WEST THERAPEUTIC AFTER-SCHOOL AND SUMMER PROGRAM$20,000
SHAWNEE CHRISTIAN HEALTH CENTER INC
234 AMY AVENUELOUISVILLEKY40212N/APUBLIC CHARITYSHAWNEE CHRISTIAN HEALTHCARE DENTAL MOBILE$50,000
SHIVELY AREA MINISTRIES
4415 DIXIE HIGHWAYLOUISVILLEKY40216N/APUBLIC CHARITYDIRECT CLIENT SERVICES: EMERGENCY FINANCIAL ASSISTANCE AND RELATIVES RAISING KIDS$30,000
SIMMONS COLLEGE OF KENTUCKY INC
1018 SOUTH 7TH STREETLOUISVILLEKY40203N/ASCHOOLMISSION DELIVERY SUPPORT$250,000
SOCIETY OF ST VICENT DEPAUL COUNCIL OF LOUISVILLE INC
PO BOX 17126LOUISVILLEKY40217N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
SOMALI COMMUNITY OF LOUISVILLE INC
7773 ASHTON PARK CIRCLELOUISVILLEKY40228N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$15,000
SOUTH LOUISVILLE COMMUNITY MINISTRIES
415-1/2 WEST ASHLAND AVENUELOUISVILLEKY40214N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$75,000
SPEED ART MUSEUM
2035 S 3RD STREETLOUISVILLEKY40208N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
ST JOHN CENTER INC
700 E MUHAMMAD ALI BOULEVARDLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$65,000
STAGE ONE
1129 PAYNE STREETLOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$15,000
SUNRISE CHILDRENS SERVICES
300 HOPE STREETMT WASHINGTONKY40047N/APUBLIC CHARITYRECRUITING FOSTER PARENTS IN JEFFERSON COUNTY$10,000
TEACH KENTUCKY INC
907 BARRET AVENUELOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT FOR TEACH KENTUCKY$25,000
TIP IT FORWARD
1347 S 3RD STREET SUITE 208LOUISVILLEKY40208N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
TREESLOUISVILLE INC
PO BOX 5816LOUISVILLEKY40255N/APUBLIC CHARITYGREENWORKS: INVESTING IN YOUNG ADULTS THROUGH TREES AND TRAINING$10,000
UNITING PARTNERS FOR WOMEN AND CHILDREN
425 SOUTH SECOND STREET SUITE 100LOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
VOLUNTEERS OF AMERICA MID-STATES INC
570 S 4TH STREET SUITE 100LOUISVILLEKY40202N/APUBLIC CHARITYCOMMUNITY CARE CAMPUS AND UNITY HOUSE$400,000
WATERSTEP INC
625 MYRTLE STREETLOUISVILLEKY40208N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
WELLSPRING
PO BOX 1927LOUISVILLEKY40201N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$75,000
WEST LOUISVILLE PERFORMING ARTS ACADEMY INC
323 W BROADWAY 4LOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
WORKWELL INDUSTRIES INC
3401 JEWELL AVELOUISVILLEKY40212N/APUBLIC CHARITYFORK LIFT$10,000
BAYOU COMMUNITY FOUNDATION
PO BOX 582HOURNALA70361N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$200,000
CASA INC
982 EASTERN PARKWAY BOX 9LOUISVILLEKY40217N/APUBLIC CHARITYADVOCACY ACADEMY AND SUPPORT PROGRAM$15,000
GOODWILL INDUSTRIES OF KENTUCKY
1325 SOUTH FOURTH STREETLOUISVILLEKY40208N/APUBLIC CHARITYWEST LOUISVILLE OPPORTUNITY CAMPUS CAPITAL CAMPAIGN$30,000
THE HOUSING PARTNERSHIP INC
1512 CRUMS LANE 401LOUISVILLEKY40216N/APUBLIC CHARITYWEST END BLIGHT REMEDIATION$250,000
USPIRITUS INC
3121 BROOKLAWN CAMPUS DRIVELOUISVILLEKY40218N/APUBLIC CHARITYRENOVATING COTTAGES TO RESTORE TRAUMA-INFORMED RESIDENTIAL TREATMENT$125,000
SOUTHWEST FAMILY MINISTRIES INC
6501 BETHANY LANELOUISVILLEKY40272N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$40,000
HOME OF THE INNOCENTS
1100 EAST MARKET STREETLOUISVILLEKY40206N/APUBLIC CHARITYCAMPAIGN TO RENOVATE THE CURRENT FACILITIES$100,000
KENTUCKY YOUTH ADVOCATES INC
10200 LINN STATION ROAD 310LOUISVILLEKY40223N/APUBLIC CHARITYBLOOM KENTUCKY$50,000
YOUNG ADULT DEVELOPMENT IN ACTION INC
800 S PRESTON STREETLOUISVILLEKY40203N/APUBLIC CHARITYSMOKETOWN COMMUNITY CENTER$50,000
NEIGHBORHOOD HOUSE
201 N 25TH STREETLOUISVILLEKY40212N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$80,000
RIVER HERITAGE CONSESRVANCY INC
PO BOX 486JEFFERSONVILLEIN47131N/APUBLIC CHARITYORIGIN PARK EVENT CENTER$100,000
DECODE PROJECT INC
1718 W JEFFERSON STREETLOUISVILLEKY40203NAPUBLIC CHARITYCNPE ACCELERATOR PROJECT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,317,500TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACADEMY OF MUSIC PRODUCTION EDUCATION AND DEVELOPMENT
4425 GREENWOOD AVENUELOUISVILLEKY40211N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$100,000
DAY SPRING FOUNDATION INC
3430 DAY SPRING CTLOUISVILLEKY40213N/APUBLIC CHARITYCOLLEGE FOR LIVING CAPITAL EXPANSION$50,000
HEUSER HEARING & LANGUAGE ACADEMY
111 E KENTUCKY STREETLOUISVILLEKY40203N/APUBLIC CHARITYBUILDING FOUNDATION, AMPLIFYING FUTURES: A CAPITAL CAMPAIGN$75,000
LOUISVILLE SOCCER FOUNDATION
801 EDITH ROADLOUISVILLEKY40206N/APUBLIC CHARITYPARKS AND RECREATION ELEMENTARY SOCCER LEAGUE AND BEECHMONT MINI PITCH SOCCER FIELD$50,000
LOUISVILLE ZOO FOUNDATION INC
PO BOX 37250LOUISVILLEKY40233N/APUBLIC CHARITYKENTUCKY TRAILS$200,000
MUHAMMAD ALI MUSEUM & EDUCATION CENTER INC
144 N 6TH STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
NATIVITY ACADEMY OF ST BONIFACE INC
529 EAST LIBERTY STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
TEACH KENTUCKY INC
907 BARRET AVENUELOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT FOR TEACH KENTUCKY$50,000
BAYOU COMMUNITY FOUNDATION
PO BOX 582HOURNALA70361N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$400,000
CASA INC
982 EASTERN PARKWAY BOX 9LOUISVILLEKY40217N/APUBLIC CHARITYADVOCACY ACADEMY AND SUPPORT PROGRAM$30,000
THE HOUSING PARTNERSHIP INC
1512 CRUMS LANE 401LOUISVILLEKY40216N/APUBLIC CHARITYWEST END BLIGHT REMEDIATION$250,000
KENTUCKY YOUTH ADVOCATES INC
10200 LINN STATION ROAD 310LOUISVILLEKY40223N/APUBLIC CHARITYBLOOM KENTUCKY$50,000
YOUNG ADULT DEVELOPMENT IN ACTION INC
800 S PRESTON STREETLOUISVILLEKY40203N/APUBLIC CHARITYSMOKETOWN COMMUNITY CENTER$100,000
RIVER HERITAGE CONSESRVANCY INC
PO BOX 486JEFFERSONVILLEIN47131N/APUBLIC CHARITYORIGIN PARK EVENT CENTER$200,000
KENTUCKIANAWORKS FOUNDATION INC
410 W CHESTNUT STREET 200LOUISVILLEKY40202N/APUBLIC CHARITYGREATER LOUISVILLE ALIGNMENT NETWORK$75,000
RITA JUNE FOUNDATION INC
545 S 3RD STREETLOUISVILLEKY40202N/APUBLIC CHARITYRITA JUNE FOUNDATION AND THE CONSTRUCTION OF THREE LOUISVILLE BEZOS ACADEMIES$175,000
JEFFERSON COMMUNITY AND TECHNICAL COLLEGE FOUNDATION INC
109 EAST BROADWAY 302ALOUISVILLEKY40202N/APUBLIC CHARITYJEFFERSON RISING CAPITAL CAMPAIGN$100,000
21ST CENTURY PARKS INC
471 WEST MAIN STREET SUITE 202LOUISVILLEKY40202N/APUBLIC CHARITYGENERAL OPERATIONS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,005,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,482ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,102,978ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$653,998ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,146,457ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,908,915ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,908,915TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND AUDIT FEESCategoryTxt
Amt$30,890Amt
Net Investment Income$7,723NetInvestmentIncomeAmt
Disbursements Charitable Prps$23,617DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMORGAN STANLEY ACCOUNT - DETAIL MAINTAINEDBondNm
EOY Book Value$9,242,014EOYBookValueAmt
EOYFMV$9,206,980EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY ACCOUNT - DETAIL MAINTAINEDStockNm
EOY Book Value$19,296,390EOYBookValueAmt
EOYFMV$20,854,813EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$19,302,867USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$19,292,292USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MINERAL RESERVESFMV$745,092$745,092
MORGAN STANLEY ACCOUNT (MUTUAL FUNDS, ETFS) - DETAIL MAINTAINEDAT COST$103,149,540$130,925,045

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$840LegalFeesAmt
Net Investment Income$210NetInvestmentIncomeAmt
Disbursements Charitable Prps$630DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
RIGHT-OF-USE ASSET$39,278$110,651$110,651
INTEREST AND DIVIDENDS RECEIVABLE$233,416$465,480$465,480

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON MINERAL INTERESTSDesc
Amt$1,588,418Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE$7,368$1,842$5,526
INSURANCE$21,783$3,267$18,516
LOUISIANA MINERAL EXPENSES$37,803$37,803$0
DUES AND SUBSCRIPTIONS$3,561$356$3,205
GRANT-RELATED EXPENSES$22,698$0$22,698
BANK FEES$3,541$3,541$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MINERAL INTEREST (NET)$649,951$649,951$649,951
OTHER INCOME$4,047$4,047$4,047

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
ACCRUED FEDERAL EXCISE TAX$15,408$0
RIGHT-OF-USE LIABILITY$39,278$110,651

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$371,276$371,276$0
PAYROLL, RECORD MANAGEMENT$3,084$444$2,640
INFORMATION TECHNOLOGY$4,962$1,240$3,722

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$158,008$0$0
FOREIGN TAX WITHHELD$5,125$5,125$0