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GHEENS FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GHEENS FOUNDATION INC (EIN 61-6031406)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-03-06
IRS object ID
202530659349100603
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-06T07:09:55-06:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

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 Begin2023-11-01TaxPeriodBeginDt

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
Signature2025-02-26SignatureDt
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
Preparation2025-02-26PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$173,407,018FMVAssetsEOYAmt
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$7,815InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,815InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,177,084DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,177,084DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,848,327NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$196,994,012GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,848,327CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$903,431OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$903,431OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$14,936,657TotalRevAndExpnssAmt
Total Net Invst Incm$14,936,657TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$519,833CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$86,333CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$433,500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$159,998OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$16,000OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$143,998OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$63,435PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$6,344PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$57,091PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,067LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$267LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$800LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,998AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$20,248AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$327,661OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$327,661OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$200,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$45,550OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$11,387OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$34,163OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$45,516TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$6,828TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$38,688TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$158,556OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$103,431OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$55,125OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,548,614TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$565,001TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$783,613TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,528,623ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,468,623ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,077,237TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$565,001TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,252,236TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,859,420ExcessRevenueOverExpensesAmt
Net Investment Income$14,371,656NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$107,627CashBOYAmt
Cash EOY$25,000CashEOYAmt
Cash EOYFMV$25,000CashEOYFMVAmt
Sav And Temp Cash Invst BOY$11,207,947SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,495,594SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,495,594SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$194,927PrepaidExpensesBOYAmt
Prepaid Expenses EOY$103,624PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$103,624PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$1,938,745USGovernmentObligationsBOYAmt
US Government Obligations EOY$12,105,400USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$12,105,400USGovtObligationsEOYFMVAmt
Other Investments BOY$142,283,595OtherInvestmentsBOYAmt
Other Investments EOY$141,799,644OtherInvestmentsEOYAmt
Other Investments EOYFMV$156,404,706OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,664LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,664LandBldgEquipAccumDeprecAmt
Other Assets BOY$157,419OtherAssetsBOYAmt
Other Assets EOY$272,694OtherAssetsEOYAmt
Other Assets EOYFMV$272,694OtherAssetsEOYFMVAmt
Total Assets BOY$155,890,260TotalAssetsBOYAmt
Total Assets EOY$158,801,956TotalAssetsEOYAmt
Total Assets EOYFMV$173,407,018TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,878AccountsPayableBOYAmt
Accounts Payable EOY$1,511AccountsPayableEOYAmt
Grants Payable BOY$1,415,250GrantsPayableBOYAmt
Grants Payable EOY$1,475,000GrantsPayableEOYAmt
Other Liabilities BOY$76,917OtherLiabilitiesBOYAmt
Other Liabilities EOY$54,686OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,494,045TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,531,197TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$154,396,215NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$157,270,759NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$154,396,215TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$157,270,759TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$155,890,260TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$158,801,956TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$154,396,215TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,859,420ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$161,255,635SubtotalAmt
Other Decreases$3,984,876OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$157,270,759TotNetAstOrFundBalancesEOYAmt

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$195,821,304$186,145,685$9,675,619$9,675,619
CAPITAL GAIN DIVIDENDSP$1,172,708$1,172,708$1,172,708
FieldValueIRS element (for citing)
Capital Gain Net Income$10,848,327CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$199,766InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$199,766SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$199,766TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$184,468EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$184,468TotalPaymentsAndCreditsAmt
Es Penalty$2,255EsPenaltyAmt
Tax Due$17,553TaxDueAmt

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 BylawsYes (1)ChangesToArticlesOrBylawsInd
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
Individual With BooksBARRY ALLENIndividualWithBooksNm
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$290,833$17,450$11,133
MICHAEL B MOUNTJOY
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE/CHAIR/CEO9.00$89,000$0$0
JOHN R CROCKETT III
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE/SECRETARY/COMP COMMITTEE CHAIR2.00$28,000$0$0
PHOEBE A WOOD
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE/INVESTMENT COMMITTEE CHAIR2.00$32,000$0$0
LORI H FLANERY
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE/AUDIT COMMITTEE CHAIR2.00$32,000$0$0
CAROLYN W TANDY
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE1.50$24,000$0$0
JAMES J LANCASTER
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE1.50$24,000$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$145,417CompensationAmt
Employee Benefits$8,725EmployeeBenefitsAmt
Expense Account$10,529ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUIST FINANCIAL CORPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1214 NORTH TRYON STREETAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$322,961CompensationAmt
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$156,847,901AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,328,975AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,437,134FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$165,614,010TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$165,614,010AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,484,210CashDeemedCharitableAmt
Net Vl Noncharitable Assets$163,129,800NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,156,490MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,156,490MinimumInvestmentReturnAmt
Tax Based On Investment Income$199,766TaxBasedOnInvestmentIncomeAmt
Total Tax$199,766TotalTaxAmt
Distributable Before Adj$7,956,724DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,956,724DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,956,724DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,252,236ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,252,236QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,956,724DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$183,193ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$218,525ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$273,230ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$54,991ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$729,939TotalExcessDistributionCyovAmt
Qualifying Distributions$7,252,236QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,252,236AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$704,488ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$704,488ExcessDistributionCyovAppCYAmt
Total Corpus$25,451TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,451ExcessDistriCyovToNextYrAmt
Excess From Year1$25,451ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBARRY G ALLENRecipientPersonNm

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 (163 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
FUND FOR THE ARTS
623 WEST MAIN STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$100,000
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 CHARITYGENERAL OPERATIONS - JUSTICE E.A.R. PROJECT - AJ LAW$25,000
ACTORS THEATRE OF LOUISVILLE
316 WEST MAIN STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
ADELANTE HISPANIC ACHIEVERS INC
2005 DOUGLASS BOULEVARDLOUISVILLEKY40205N/APUBLIC CHARITYMENTORING AND ENRICHMENT: TRANSFORMANDO FUTUROS$20,000
AMERICAN RED CROSS
510 EAST CHESTNUT STREETLOUISVILLEKY40201N/APUBLIC CHARITYAMERICAN RED CROSS KENTUCKY BLOOD CENTER COMPLEX$50,000
AMERICANA COMMUNITY CENTER INC
4801 SOUTHSIDE DRIVELOUISVILLEKY40214N/APUBLIC CHARITYAMERICANA YOUTH AND FAMILY EDUCATION PROGRAM$100,000
APPLE PATCH COMMUNITY INC
7408-A HIGHWAY 329 NO ACRESTWOODKY40014N/APUBLIC CHARITYACCESSIBILITY FOR WEST LOUISVILLE DAY PROGRAM$15,000
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
BEACON HOUSE AFTERCARE PROGRAM INC
963 SOUTH SECOND STREETLOUISVILLEKY40203N/APUBLIC CHARITYBEACON HOUSE REBUILD$15,000
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 FOR BYCK ELEMENTARY$20,000
BLUE GRASS COMMUNITY FOUNDATION INC
499 EAST HIGH STREEET 112LEXINGTONKY40507N/APUBLIC CHARITYBREAKING FUNDING BARRIERS: CONNECTING PROJECTS TO GRANTS AT SCALE$15,000
WATERFRONT BOTANICAL GARDENS
1800 MARINAS EDGE WAY NO 101LOUISVILLEKY40206N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
BOYS & GIRLS CLUBS INC
3900 CRITTENDEN DRIVELOUISVILLEKY40209N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
BOYS AND GIRLS HAVEN
2301 GOLDSMITH LANELOUISVILLEKY40218N/APUBLIC CHARITYDEMPSEY COTTAGE RENOVATIONS: 2024$25,000
THE CABBAGE PATCH SETTLEMENT HOUSE
1413 S SIXTH STREETLOUISVILLEKY40208N/APUBLIC CHARITYPROMOTING COLLEGE AND CAREER PREP THROUGH EDUCATIONAL OPPORTUNITIES$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 CHARITYLOUISVILLE MISSION DELIVERY SUPPORT$20,000
LOUISVILLE COMMUNITY DESIGN CENTER
1126 BERRY BOULEVARD SUITE 300LOUISVILLEKY40215N/APUBLIC CHARITYPARK HILL/ALGONQUIN COMMUNITY OF OPPORTUNITY$50,000
CENTER FOR NONPROFIT EXCELLENCE
325 W MAIN STREET SUITE 150LOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT; NOT-FOR-PROFIT ACCELERATION PILOT PROGRAM$54,750
THE CENTER FOR WOMEN & FAMILIES
PO BOX 2048LOUISVILLEKY40201N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$40,000
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$10,000
CHRISTOPHER 2X GAME CHANGERS INC
1800 W MUHAMMAD ALI BOULEVARDLOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
COMMONWEALTH FUND FOR KET INC
560 COPPER DRIVELEXINGTONKY40502N/APUBLIC CHARITYLOUISVILLE PRODUCTION CENTER PROJECT$25,000
YOUTHLINK SOUTHERN INDIANA
1740 WILLIAMSBURG DRIVE SUITE GJEFFERSONVILLEIN47130N/APUBLIC CHARITYSCHOOL-BASED THERAPY PROGRAM$25,000
COMMUNITY FOUNDATION OF LOUISVILLE
325 W MAIN STREET SUITE 1110LOUISVILLEKY40202N/APUBLIC CHARITYGIVE FOR GOOD LOUISVILLE$10,000
DARE TO CARE INC
PO BOX 35458LOUISVILLEKY40232N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
DELTA FOUNDATION INC
3019 RADIANCE ROADLOUISVILLEKY40220N/APUBLIC CHARITYPORTLAND DEPOT ACQUISITION AND RENOVATION$20,000
EASTERN AREA COMMUNITY MINISTRIES INC
9104 WESTPORT ROADLOUISVILLEKY40242N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$15,000
EDUCATIONAL JUSTICE INC
200 YORK STREETLOUISVILLEKY40203N/APUBLIC CHARITYDEEPENING ENGAGEMENT AND ENHANCING PROGRAM DELIVERY FOR STUDENTS$50,000
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$15,000
ENERGY CONSERVATION ASSOCIATES INC
800 SOUTH PRESTON STREETLOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$15,000
EVOLVE502 INC
334 EAST BROADWAYLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
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 COMMUNITY CLINIC INC
1420 E WASHINGTON STREETLOUISVILLEKY40206N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
FAMILY HEALTH CENTERS INC
2215 PORTLAND AVENUELOUISVILLEKY40212N/APUBLIC CHARITYPERMANENT SUPPORTIVE HOUSING$25,000
FAMILY SCHOLAR HOUSE INC
403 REG SMITH CIRCLELOUISVILLEKY40208N/APUBLIC CHARITYCAPITAL, PROGRAM AND MISSION SUPPORT$50,250
FEAT OF LOUISVILLE INC
1100 E MARKET STREETLOUISVILLEKY40206N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
COMMUNITY ADVOCATES FOR RESOURCES AND EMPOWERMENT INC
1469 S FOURTH STREETLOUISVILLEKY40208N/APUBLIC CHARITYFEED LOUISVILLE MISSION DELIVERY SUPPORT$30,000
FHGR INC
409 MARQUETTE DRIVELOUISVILLEKY40222N/APUBLIC CHARITYFROM GRIEF TO PEACE: TOOLS AND STRATEGIES FOR SCHOOL AGE CHILDREN TO NAVIGATE LOSS$10,000
THE FILSON HISTORICAL SOCIETY
1310 S 3RD STREETLOUISVILLEKY40208N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
THE FLAGSTONE INITIATIVE INC
2201 BROADWAY SUITE 100OAKLANDCA94612N/APUBLIC CHARITYFINANCIAL STABILITY TO PREVENT EVICTION IN GREATER LOUISVILLE$20,000
FRANCISCAN SHELTER HOUSE
748 S PRESTON STREETLOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$40,000
GILDA'S CLUB LOUISVILLE INC
2440 GRINSTEAD DRIVELOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
GIRL SCOUTS OF KENTUCKIANA INC
2115 LEXINGTON ROADLOUISVILLEKY40206N/APUBLIC CHARITYGIRL SCOUT LEADERSHIP EXPERIENCE$75,000
GLEAN KENTUCKY INC
628 N BROADWAYLEXINGTONKY40508N/APUBLIC CHARITYMISSION DELIVERY SUPPORT - NORTH CENTRAL REGION$10,000
GOVERNOR'S SCHOLARS PROGRAM FOUNDATION INC
112 CONSUMER LANEFRANKFORTKY40601N/APUBLIC CHARITYGENERAL OPERATIONS$10,000
GREATER LOUISVILLE FOUNDATION INC
614 WEST MAIN STREET NO 6000LOUISVILLEKY40202N/APUBLIC CHARITYLIVE IN LOU$100,000
HABITAT FOR HUMANITY CLARK AND FLOYD INDIANA
PO BOX 1814NEW ALBANYIN47151N/APUBLIC CHARITYSPRING HILL STATION$25,000
HAND IN HAND MINISTRIES INC
518 N 26TH STREETLOUISVILLEKY40212N/APUBLIC CHARITYHAND IN HAND'S LOUISVILLE PROGRAM CENTER$15,000
THE HAVEN MINISTRIES
2415 PORTLAND AVENUELOUISVILLEKY40212N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
HELP US GROW FOUNDATION INC
PO BOX 7925LOUISVILLEKY40207N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
HHN2L INC
6923 FRANKLIN FRAMER WAYLOUISVILLEKY40229N/APUBLIC CHARITYTHE REAL YOUNG PRODIGYS PROGRAM$15,000
THE HOPE BUSS INC
3131 S 2ND STREET SUITE 352LOUISVILLEKY40208N/APUBLIC CHARITYTHE HOPE CONNECT-THE CAMPUS OF HOPE$30,000
HOPE COLLABORATIVE
PO BOX 991336LOUISVILLEKY40269N/APUBLIC CHARITYPUBLIC SCHOOL OUTREACH$25,000
HOPE SOUTHERN INDIANA INC
1200 BONO ROADNEW ALBANYIN47150N/APUBLIC CHARITYFAMILY SERVICES - HOUSING ASSISTANCE$10,000
HOUSE OF RUTH INC
607 E ST CATHERINE STREETLOUISVILLEKY40203N/APUBLIC CHARITYHOUSE OF RUTH CHALLENGE GRANT$7,500
INTERFAITH PATHS TO PEACE INC
2500 MONTGOMERY STREETLOUISVILLEKY40212N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
ISAIAH HOUSE
PO BOX 188WILLISBURGKY40078N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$30,000
JEB JR ENRICHMENT CENTER
2041 RIVER ROAD SECOND FLOORLOUISVILLEKY40206N/APUBLIC CHARITYBRIDGE BUILDER PROGRAM$15,000
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
KIMBERLY MOORE FOUNDATION
1302 EUCLID STREET SUITE 103SANTA MONICACA90404N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
JUNIOR ACHIEVEMENT OF KENTUCKIANA INC
1401 W MUHAMMAD ALI BOULEVARDLOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
KAYLYN'S HOUSE OF JOY
645 LINDELL AVENUELOUISVILLEKY40211N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
RONALD MCDONALD HOUSE CHARITIES OF KENTUCKIANA INC
550 SOUTH FIRST STREETLOUISVILLEKY40202N/APUBLIC CHARITYADOPT-A-NIGHT$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$20,000
KENTUCKY HARVEST
7705 NATIONAL TURNPIKELOUISVILLEKY40214N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
KENTUCKY NONPROFIT NETWORK
PO BOX 24362LEXINGTONKY40524N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$5,000
KENTUCKY OPERA ASSOCIATION INC
708 MAGAZINE STREETLOUISVILLEKY40203N/APUBLIC CHARITYYOUTH AND ARTS EDUCATION PROGRAMS$10,000
KENTUCKY PUBLIC RADIO INC
619 S FOURTH STREETLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
KENTUCKY SHAKESPEARE FESTIVAL
616 MYRTLE STREETLOUISVILLEKY40208N/APUBLIC CHARITY2024 COLLEGE INTERN PROGRAM$15,000
KENTUCKY YMCA YOUTH ASSOCIATION
91 C MICHAEL DAVENPORT BOULEVARDFRANKFORTKY40601N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
LEGAL AID SOCIETY INC
416 W MUHAMMAD ALI BOULEVARD SUITELOUISVILLEKY40202N/APUBLIC CHARITYPROJECT H.E.L.P. (HOMELESS EXPERIENCE LEGAL PROTECTION)$25,000300
LIFEHOUSE INC
2710 RIEDLING DRIVELOUISVILLEKY40206N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
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
LOCAL INITIATIVES SUPPORT CORPORATION
28 LIBERTY STREET 34TH FLOORNEW YORKNY10005N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
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 CHARITYKIDS ARTS ACADEMY & COMPLETION OF GRAND LYRIC THEATER$100,000
ZOOM GROUP INC
1904 EMBASSY SQUARE BOULEVARDLOUISVILLEKY40299N/APUBLIC CHARITYZOOM GROUP PROGRAM EXPANSION/RENOVATION AND REPURPOSE$50,000
LOUISVILLE FREE PUBLIC LIBRARY
301 YORK STREETLOUISVILLEKY40203N/APUBLIC CHARITYONE LIBRARY, ONE LOUISVILLE$123,623
THE LOUISVILLE LEOPARD PERCUSSIONISTS
PO BOX 3291LOUISVILLEKY40201N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
LOUISVILLE NATURE CENTER INC
3745 ILLINOIS AVENUELOUISVILLEKY40213N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
LOUISVILLE OLMSTED PARKS CONSERVANCY
1299 TREVILIAN WAYLOUISVILLEKY40213N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
LOUISVILLE ORCHESTRA ASSOCIATION
620 W MAIN STREET SUITE 400LOUISVILLEKY40202N/APUBLIC CHARITYMAKINGMUSIC$10,000
LOUISVILLE STORY PROGRAM INC
851 S 4TH STREETLOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
MARYHURST INC
1015 DORSEY LANELOUISVILLEKY40223N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
MATTINGLY EDGE
1930 BISHOP LANE SUITE 1001LOUISVILLEKY40218N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
METRO UNITED WAY
334 EAST BROADWAYLOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
METROPOLITAN HOUSING COALITION INC
PO BOX 4533LOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
THE MORTON CENTER
1028 BARRET AVENUELOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$35,000
NATIONAL CENTER FOR FAMILIES LEARNING
325 WEST MAIN STREET 300LOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$15,000
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 CHARITYCAPITAL CAMPAIGN AND OPERATIONS SUPPORT$50,000
ONEWEST CORPORATION
2028 W BROADWAY 104LOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
OPERATION OPEN ARMS INC
8918 STONE GREEN WAY 100LOUISVILLEKY40220N/APUBLIC CHARITYLESS RESTRICTIVE APPROACH FOR CHILDREN WHOSE MOTHER'S ARE SEEKING REHABILITATION OVER INCARCERATION$20,000
PASSIONIST EARTH & SPIRIT CENTER INC
1924 NEWBURG ROADLOUISVILLEKY40205N/APUBLIC CHARITYCAMP ODYSSEY - SHAWNEE NEIGHBORHOOD$10,000
PERSONAL COUNSELING SERVICES INC
1205 APPLEGATE LANECLARKSVILLEIN47129N/APUBLIC CHARITYEXPANDING MENTAL HEALTH SERVICES IN RURAL AREAS$50,000
PETERSON-DUMESNIL HOUSE FOUNDATION INC
301 SOUTH PETERSON AVENUELOUISVILLEKY40206N/APUBLIC CHARITYENERGY EFFICIENCY IMPROVEMENTS$10,000
PHILANTHROPY SOUTHEAST
100 PEACHTREE STREET NW SUITE 2080ATLANTAGA30303N/APUBLIC CHARITYGRANTMAKERS OF KENTUCKY ANNUAL CONVENING$2,500
PORTLAND MUSEUM INC
2308 PORTLAND AVENUELOUISVILLEKY40212N/APUBLIC CHARITYAHOY CHILDREN'S MUSEUM GROUNDBREAKS$50,000
PRICHARD COMMITTEE FOR ACADEMIC EXCELLENCE
2285 EXECUTIVE DRIVE 120LEXINGTONKY40505N/APUBLIC CHARITYELEVATING EDUCATION AND EMPOWERING COMMUNITIES IN THE COMMONWEALTH$10,000
THE PRISONERS HOPE INC
11501 PLANTSIDE DRIVEJEFFERSONTOWNKY40299N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
PRODIGAL MINISTRIES INC
PO BOX 1484CRESTWOODKY40014N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
JEFFERSON STREET BAPTIST CENTER
733 EAST JEFFERSON STREETLOUISVILLEKY40202N/APUBLIC CHARITYFINAL RENOVATIONS AND MOVING COSTS$20,000
RITA JUNE FOUNDATION INC
545 S 3RD STREETLOUISVILLEKY40202N/APUBLIC CHARITYTHE CONSTRUCTION OF THREE LOUISVILLE BEZOS ACADEMIES$175,000
SEE FORWARD MINISTRIES CORPORATION
2817 HIKES LANELOUISVILLEKY40218N/APUBLIC CHARITY502COMMUTE RIDE-SHARING THREE MONTH PILOT PROGRAM$25,000
SERENITY INC
PO BOX 279JEFFERSONVILLEIN47131N/APUBLIC CHARITYTHE RECOVERY COMPLEX CAPITAL CAMPAIGN$10,000
SEVEN COUNTIES SERVICES INC
10401 LINN STATION SUITE 100LOUISVILLEKY40223N/APUBLIC CHARITYWEST CHILD AND FAMILY (C&F) THERAPEUTIC AFTER-SCHOOL AND SUMMER PROGRAM$20,000
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 CHARITYNEW AFFORDABLE HOUSING FOR HOMELESS VETERANS$50,000
SOUTH LOUISVILLE COMMUNITY MINISTRIES
415-1/2 WEST ASHLAND AVENUELOUISVILLEKY40214N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
SOUTHWEST CENTER FOR THE DEVELOPMENTALLY DISABLED
8009 TERRY ROADLOUISVILLEKY40272N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
SPONSOR 4 SUCCESS INC
PO BOX 904LOUISVILLEKY40201N/APUBLIC CHARITYS4S AFFORDABLE HOUSING$50,000
ST GEORGE'S SCHOLAR INSTITUTE
1600 W ST CATHERINE STREETLOUISVILLEKY40210N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$15,000
ST JOHN CENTER INC
700 E MUHAMMAD ALI BOULEVARDLOUISVILLEKY40202N/APUBLIC CHARITYTRAUMA-INFORMED DESIGN & SUPPORTIVE SERVICES FOR SHEEHAN LANDING$75,000
ST JOSEPH CATHOLIC ORPHAN SOCIETY
2823 FRANKFORT AVENUELOUISVILLEKY40206N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$50,000
STAGE ONE
1129 PAYNE STREETLOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
SUMMERBRIDGE LOUISVILLE INC
902 S SHELBY STREETLOUISVILLEKY40203N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
SUMMIT ACADEMY OF GREATER LOUSVILLE INC
11508 MAIN STREETLOUISVILLEKY40243N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
SUNRISE CHILDRENS SERVICES
300 HOPE STREETMT WASHINGTONKY40047N/APUBLIC CHARITYFOSTER CARE RECRUITMENT IN METROPOLITAN LOUISVILLE$10,000
SWEET EVENING BEEZE
801 BARRET AVENUE SUITE 211LOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
TEACH KENTUCKY INC
907 BARRET AVENUELOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
TIP IT FORWARD
1347 S 3RD STREET SUITE 208LOUISVILLEKY40208N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
UNITING PARTNERS FOR WOMEN AND CHILDREN
425 SOUTH SECOND STREET SUITE 100LOUISVILLEKY40202N/APUBLIC CHARITYMISSION DELIVERY SUPPORT AND STRATEGIC PLANNING$30,000
USA CARES INC
11760 COMMONWEALTH DRIVELOUISVILLEKY40299N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$25,000
VISUALLY IMPAIRED PRESCHOOL SERVICES
1906 GOLDSMITH LANELOUISVILLEKY40218N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
VOLUNTEERS OF AMERICA MID-STATES INC
570 S 4TH STREET SUITE 100LOUISVILLEKY40202N/APUBLIC CHARITYCOMMUNITY CARE CAMPUS AND UNITY HOUSE$400,000
WALDEN THEATRE INC
1129 PAYNE STREETLOUISVILLEKY40204N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
WELL INCUBATOR
1704 DIXIE HIGHWAYLOUISVILLEKY40210N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
WELLSPRING
PO BOX 1927LOUISVILLEKY40201N/APUBLIC CHARITYCAPACITY BUILDING$50,000
WESLEY COMMUNITY HOUSE
5114 PRESTON HIGHWAYLOUISVILLEKY40213N/APUBLIC CHARITYEDUCATING FROM CRADLE TO CAREER$35,000
WEST END SCHOOL INC
3628 VIRGINIA AVENUELOUISVILLEKY40211N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$35,000
WHITNEYSTRONG INC
3044 BARDSTOWN ROAD 125LOUISVILLEKY40205N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$10,000
WILDERNESS LOUISVILLE INC
PO BOX 456FAIRDALEKY40118N/APUBLIC CHARITYSHAWNEE OUTDOOR LEARNING CENTER CONSTRUCTION FUNDING$50,000
YOUNG AUTHORS GREENHOUSE INC
2509 PORTLAND AVENUELOUISVILLEKY40212N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$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$100,000
THE HOUSING PARTNERSHIP INC
1512 CRUMS LANE 401LOUISVILLEKY40216N/APUBLIC CHARITYBEYOND 9TH: REVITALIZING WEST LOUISVILLE THROUGH STRATEGIC HOMEOWNERSHIP$100,000
LOUISVILLE WATERFRONT DEVELOPMENT CORPORATION
129 RIVER RDLOUISVILLEKY40202N/ALOCAL GOVERNMENT UNIPLAYWORKS AT WATERFRONT PARK$200,000
USPIRITUS INC
3121 BROOKLAWN CAMPUS DRIVELOUISVILLEKY40218N/APUBLIC CHARITYBELLEWOOD & BROOKLAWN ALTERNATIVE EDUCATION PROGRAM$25,000
EXODUS FAMILY MINISTRIES INC
6501 BETHANY LANELOUISVILLEKY40272N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$20,000
HOME OF THE INNOCENTS
1100 EAST MARKET STREETLOUISVILLEKY40206N/APUBLIC CHARITYCAMPAIGN TO RENOVATE THE CURRENT FACILITIES$250,000
THE KENTUCKY SCIENCE CENTER INC
727 WEST MAIN STREETLOUISVILLEKY40202N/APUBLIC CHARITYUNIQUELY HUMAN$50,000
KENTUCKY YOUTH ADVOCATES INC
10200 LINN STATION ROAD 310LOUISVILLEKY40223N/APUBLIC CHARITYBLOOM KENTUCKY$50,000
LOUISVILLE METRO POLICE FOUNDATION INC
982 EASTERN PARKWAYLOUISVILLEKY40217N/APUBLIC CHARITYWELLNESS CENTER FOR METRO LOUISVILLE FIRST RESPONDERS$75,000
NEIGHBORHOOD HOUSE
201 N 25TH STREETLOUISVILLEKY40212N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$80,000
RIVER HERITAGE CONSESRVANCY INC
PO BOX 486JEFFERSONVILLEIN47131N/APUBLIC CHARITYORIGIN PARK$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,468,623TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
21ST CENTURY PARKS INC
471 WEST MAIN STREET SUITE 202LOUISVILLEKY40202N/APUBLIC CHARITYGENERAL OPERATIONS$50,000
BEST BUDDIES INTERNATIONAL
100 SE 2ND STREET SUITE 2200MIAMIFL33131N/APUBLIC CHARITYBEST BUDDIES IN KENTUCKY INCLUSION PROJECT$5,000
CENTER FOR NONPROFIT EXCELLENCE
325 W MAIN STREET SUITE 150LOUISVILLEKY40202N/APUBLIC CHARITYNOT-FOR-PROFIT ACCELERATION PILOT PROGRAM$10,000
COMMONWEALTH FUND FOR KET INC
560 COPPER DRIVELEXINGTONKY40502N/APUBLIC CHARITYLOUISVILLE PRODUCTION CENTER PROJECT$25,000
FAMILY SCHOLAR HOUSE INC
403 REG SMITH CIRCLELOUISVILLEKY40208N/APUBLIC CHARITYCAPITAL, PROGRAM AND MISSION SUPPORT$50,000
JEFFERSON COMMUNITY AND TECHNICAL COLLEGE FOUNDATION INC
109 EAST BROADWAY 302ALOUISVILLEKY40202N/APUBLIC CHARITYJEFFERSON RISING CAPITAL CAMPAIGN$200,000
KENTUCKIANAWORKS FOUNDATION INC
410 W CHESTNUT STREET 200LOUISVILLEKY40202N/APUBLIC CHARITYGREATER LOUISVILLE ALIGNMENT NETWORK$150,000
KENTUCKY NONPROFIT NETWORK
PO BOX 24362LEXINGTONKY40524N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$5,000
NEW DIRECTIONS HOUSING CORPORATION
1617 MAPLE STREETLOUISVILLEKY40210N/APUBLIC CHARITYMISSION DELIVERY SUPPORT$150,000
RITA JUNE FOUNDATION INC
545 S 3RD STREETLOUISVILLEKY40202N/APUBLIC CHARITYTHE CONSTRUCTION OF THREE LOUISVILLE BEZOS ACADEMIES$350,000
VOLUNTEERS OF AMERICA MID-STATES INC
570 S 4TH STREET SUITE 100LOUISVILLEKY40202N/APUBLIC CHARITYCOMMUNITY CARE CAMPUS AND UNITY HOUSE$400,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,395,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,815ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,177,084ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$903,431ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,848,327ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,936,657ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,936,657TotalIncomeProducingActyAmt

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$26,998Amt
Net Investment Income$6,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$20,248DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$12,105,400USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$12,105,400USGovtObligationsEOYFMVAmt
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
TRUIST INVESTMENT ACCOUNT - DETAIL MAINTAINEDAT COST$139,466,134$154,071,196
MINERAL RESERVESFMV$2,333,510$2,333,510

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,067LegalFeesAmt
Net Investment Income$267NetInvestmentIncomeAmt
Disbursements Charitable Prps$800DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
RIGHT-OF-USE ASSET$76,917$39,278$39,278
INTEREST AND DIVIDENDS RECEIVABLE$80,502$233,416$233,416

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON MINERAL INTERESTSDesc
Amt$3,984,876Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INFORMATION TECHNOLOGY$6,139$1,535$4,604
OFFICE$9,033$1,943$7,090
INSURANCE$21,627$3,244$18,383
LOUISIANA MINERAL EXPENSES$96,000$96,000$0
DUES AND SUBSCRIPTIONS$3,842$384$3,458
MISCELLANEOUS$1,300$325$975
GRANT-RELATED EXPENSES$20,615$0$20,615

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMINERAL INTEREST (NET)Desc
Revenue And Expenses Per Books$903,431RevenueAndExpensesPerBooksAmt
Net Investment Income$903,431NetInvestmentIncomeAmt
Adjusted Net Income$903,431AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
ACCRUED FEDERAL EXCISE TAX$0$15,408
RIGHT-OF-USE LIABILITY$76,917$39,278

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$322,961$322,961$0
BANK FEES$4,700$4,700$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$200,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt