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ELHAPA FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ELHAPA FOUNDATION INC (EIN 47-5371533)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-04
IRS object ID
202641249349101789
Schema version
2025v4.1
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)
Return2026-05-04T14:46:39-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273858252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEAN DORTON ALLEN FORD PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 W MAIN STREET STE 1400AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475371533EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELHAPA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELHABusinessNameControlTxt
Phone8595234618PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 22828AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40522ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES G KENAN IIIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8595234618PhoneNum
Signature2026-04-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLISON C CARTERPreparerPersonNm
PTINP01242412PTIN
Phone8592552341PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$96,604,677FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,066,540ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$304InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$304InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,097,354DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,114,767DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,308,190NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,789,660GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,205,450CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$248OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,472,636TotalRevAndExpnssAmt
Total Net Invst Incm$4,320,521TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$50,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$25,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$25,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,275AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,275AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,819OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,819OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$46,378TaxesRevAndExpnssAmt
Taxes Net Invst Incm$17,647TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35,705OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35,611OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$94OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$150,452TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$86,533TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$35,188TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,025,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,025,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,175,452TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$86,533TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,060,188TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,702,816ExcessRevenueOverExpensesAmt
Net Investment Income$4,233,988NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,210,002SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,988,655SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,988,655SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$32,431,584CorporateStockBOYAmt
Corporate Stock EOY$29,950,115CorporateStockEOYAmt
Corporate Stock EOYFMV$92,616,022CorporateStockEOYFMVAmt
Total Assets BOY$35,641,586TotalAssetsBOYAmt
Total Assets EOY$33,938,770TotalAssetsEOYAmt
Total Assets EOYFMV$96,604,677TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$35,641,586RetainedEarningBOYAmt
Retained Earning EOY$33,938,770RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$35,641,586TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$33,938,770TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,641,586TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$33,938,770TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,641,586TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,702,816ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$33,938,770SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$33,938,770TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$3,789,660GrossSalesPriceAmt
Cost Or Other Basis$584,210CostOrOtherBasisAmt
Gain Or Loss$3,205,450GainOrLossAmt
Gains Minus Excess Or Losses$3,205,450GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,205,450CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$58,852InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$58,852SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$58,852TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$49,988EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$49,988TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$8,864TaxDueAmt

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 AddressN/AWebsiteAddressTxt
Individual With BooksANGELA THOMASIndividualWithBooksNm
Phone8595234618PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 22828AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40522ZIPCd
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
ELIZABETH P KENAN
PO BOX 22828LEXINGTONKY40522PRESIDENT0.50$0$0$0
ANGELA L THOMAS
PO BOX 22828LEXINGTONKY40522TREASURER15.00$50,000$0$0
JAMES GRAHAM KENAN IV
PO BOX 22828LEXINGTONKY40522VICE-PRESIDENT0.50$0$0$0
EMMA KENAN THOMSON
PO BOX 22828LEXINGTONKY40522DIRECTOR0.50$0$0$0
ANNE CLAY KENAN
PO BOX 22828LEXINGTONKY40522SECRETARY0.50$0$0$0
ELIZABETH KENAN MORTON
PO BOX 22828LEXINGTONKY40522DIRECTOR0.50$0$0$0
GEORGE BRANCH
PO BOX 22828LEXINGTONKY40522DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$87,976,794AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,033,866AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$92,010,660TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$92,010,660AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,380,160CashDeemedCharitableAmt
Net Vl Noncharitable Assets$90,630,500NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,531,525MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,531,525MinimumInvestmentReturnAmt
Tax Based On Investment Income$58,852TaxBasedOnInvestmentIncomeAmt
Total Tax$58,852TotalTaxAmt
Distributable Before Adj$4,472,673DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,472,673DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,472,673DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,060,188ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,060,188QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,472,673DistributableAsAdjustedAmt
Undistributed Income PY$1,576,885UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$5,060,188QualifyingDistributionsAmt
Applied To Year1$1,576,885AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,483,303AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$989,370UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELIZABETH P KENANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN SPIRITUAL ENSEMBLE
146 EAST BELL COURTLEXINGTONKY40508NONEPCUNRESTRICTED$50,000
APPALACHIAN COMMUNITY FUND
1405 E MAGNOLIA AVEKNOXVILLETN37917NONEPCUNRESTRICTED$50,000
ASHLEY HALL
172 RUTLEDGE AVENUECHARLESTONSC29403NONEPCFINANCIAL AID/DIVERSITY$80,000
BABY HEALTH SERVICES
1401 HARRODSBURG RD SUITE A-420LEXINGTONKY40504NONEPCUNRESTRICTED$20,000
BARRIER ISLANDS FREE CLINIC
3226 MAYBANK HIGHWAY BLD CJOHNS ISLANDSC29455NONEPCUNRESTRICTED$30,000
BEYOND BASIC LIFE SKILLS
406 NORTH GUM STREETSUMMERVILLESC29485NONEPCUNRESTRICTED$10,000
BEYOND OUR WALLS
2615 HARVEY AVE STE 4NORTH CHARLESTONSC29405NONEPCUNRESTRICTED$120,000
BISSELL PET FOUNDATION
2345 WALKER AVENUE NWGRAND RAPIDSMI49544NONEPCUNRESTRICTED$10,000
BLUE GRASS COMMUNITY FOUNDATION
499 E HIGH ST STE 112LEXINGTONKY40507NONEPCBLACK PROSPERITY INIT.$50,000
BLUEGRASS LAND CONSERVANCY
450 OLD VINE STREET STE 105LEXINGTONKY40507NONEPCUNRESTRICTED$30,000
CASA OF LEXINGTON
3245 LOCH NESS DRIVELEXINGTONKY40517NONEPCUNRESTRICTED$5,000
CARNEGIE CENTER FOR LITERACY & LEARNING
251 WEST 2ND STREETLEXINGTONKY40507NONEPOFUNRESTRICTED$25,000
CENTRAL KENTUCKY YOUTH ORCHESTRAS
161 N MILL STLEXINGTONKY40507NONEPCUNRESTRICTED$10,000
CHARLESTON AREA JUSTICE MINISTRY
PO BOX 71416NORTH CHARLESTONSC29415NONEPCUNRESTRICTED$15,000
CHARLOTTESVILLE FREE CLINIC
901 PRESTON AVE STE 301CHARLOTTESVILLEVA22903NONEPCUNRESTRICTED$60,000
CHARLESTON PROMISE NEIGHBORHOOD
1834 SUMMERVILLE AVE STE200CHARLESTONSC29405NONEPCUNRESTRICTED$100,000
CHRIST EPISCOPAL CHURCH
100 W JEFFERSON STCHARLOTTESVILLEVA22902NONEPCUNRESTRICTED$75,000
CHRYSALIS HOUSE INC
1589 HILL RISE DRIVELEXINGTONKY40504NONEPCUNRESTRICTED$20,000
CITY OF PROMISE
PO BOX 5628CHARLOTTESVILLEVA22905NONEPCUNRESTRICTED$50,000
CLIENT EARTH
1000 N WEST ST STE 1200WILMINGTONDE19801NONEPCUNRESTRICTED$100,000
COMMON GOOD
1015 N LIMESTONELEXINGTONKY40505NONEPCUNRESTRICTED$50,000
COMMONWEALTH FUND FOR KET
560 COOPER DRIVELEXINGTONKY40502NONEPCUNRESTRICTED$15,000
COMMUNITIES IN SCHOOLS SOUTH CAROLINA
1691 TURNBULL AVE SUITE 200NORTH CHARLESTONSC29405NONEPCUNRESTRICTED$60,000
DEE NORTON CHILD ADVOCACY CENTER
1061 KING STREETCHARLESTONSC29403NONEPCUNRESTRICTED$25,000
DREAM CENTER CLINIC
1220 SUMMER AVENORTH CHARLESTONSC29406NONEPCUNRESTRICTED$35,000
EIGHT MILLION STORIES
PO BOX 10557HOUSTONTX77206NONEPCUNRESTRICTED$60,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTHNEW YORKNY100107304NONEPCMETHANE SAT$30,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTHNEW YORKNY100107304NONEPCCLIMATE INITIATIVE$30,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104NONEPCUNRESTRICTED$10,000
FAYETTE COUNTY PUBLIC SCHOOLS
450 PARK PLACELEXINGTONKY40511NONEPCCARTER G WOODSEN ACADEMY$50,000
FETTER HEALTH CARE NETWORK
51 NASSAU STREETCHARLESTONSC29403NONEPCUNRESTRICTED$40,000
FLORENCE CRITTENTON PROGRAMS OF SC
19 SAINT MARGARET STREETCHARLESTONSC29403NONEPCUNRESTRICTED$10,000
FOCUSED ULTRASOUND
1230 CEDARS COURT SUITE 206CHARLOTTESVILLEVA22903NONEPCUNRESTRICTED$20,000
FOOD CHAIN
501 W SIXTH ST STE 105LEXINGTONKY40508NONEPCUNRESTRICTED$50,000
GOD'S PANTRY FOOD BANK
1685 JAGGIE FOX WAYLEXINGTONKY40511NONEPCUNRESTRICTED$25,000
GOOD SHEPHERD EPISCOPAL CHURCH
533 E MAIN STREETLEXINGTONKY40508NONEPCOUTREACH PROGRAMS$30,000
HALOS
4995 LACROSS RD STE 1250NORTH CHARLESTONSC29406NONEPCGENERAL OPERATIONS$25,000
HEART MATH TUTORING
PO BOX 30623CHARLOTTENC28230NONEPCPROGRAMS IN CHARLESTON$20,000
HIGHER GROUND RECOVERY
PO BOX 3PENNINGTON GAPVA24277NONEPCUNRESTRICTED$35,000
HOPE CENTER
PO BOX 6LEXINGTONKY40588NONEPCUNRESTRICTED$25,000
INSTITUTE FOR SHELTER CARE
208 N SECOND AVENUELAGRANGEKY40031NONEPCUNRESTRICTED$10,000
INTERNATIONAL RESCUE COMMITTEE
375 GREENBRIER DR SUITE 200CHARLOTTESVILLEVA22901NONEPCUNRESTRICTED$10,000
JEFFERSON SCHOOL AFRICAN AMERICAN HERITAGE CTR
233 4TH STREET NWCHARLOTTESVILLEVA22903NONEPCUNRESTRICTED$25,000
JOSHUA COMMUNITY CONNECTORS
PO BOX 3133LOUISVILLEKY40201NONEPCUNRESTRICTED$75,000
JUNIOR ACHIEVEMENT OF GREATER SC
2711 MIDDLEBURG DR STE 301COLUMBIASC29204NONEGOVUNRESTRICTED$20,000
KENTUCKY CENTER FOR ECONOMIC POLICY
433 CHESTNUT STREETBEREAKY40403NONEPCUNRESTRICTED$25,000
KENTUCKY NATURAL LANDS TRUST
433 CHESTNUT STREETBEREAKY40403NONEPCUNRESTRICTED$35,000
KENTUCKY RESOURCE COUNCIL
PO BOX 1070FRANKFORTKY40602NONEPCUNRESTRICTED$165,000
KENTUCKY REFUGEE MINISTRIES
1710 ALEXANDRIA DR STE 2LEXINGTONKY40504NONEPCUNRESTRICTED$25,000
KENTUCKY VOICES FOR HEALTH
1640 LYNDON FARM CT STE 108LOUISVILLEKY40223NONEPCUNRESTRICTED$25,000
KENTUCKY WATERWAYS ALLIANCE
120 WEBSTER ST STE 217LOUISVILLEKY40206NONEPCUNRESTRICTED$35,000
KIDS CANCER ALLIANCE
PO BOX 24337LOUISVILLEKY40224NONEPCUNRESTRICTED$5,000
KIDS ON POINT
PO BOX 22731CHARLESTONSC29413NONEPCUNRESTRICTED$120,000
LEARNING OUTSIDE
PO BOX 718CARLBORONC27510NONEPCUNRESTRICTED$10,000
LEXINGTON HABITAT FOR HUMANITY
700 E LOUDON AVENUELEXINGTONKY40505NONEPCUNRESTRICTED$20,000
LEXINGTON PHILHARMONIC
161 N MILL STLEXINGTONKY40507NONEPCUNRESTRICTED$10,000
LEXINGTON PUBLIC LIBRARY FOUNDATION
140 E MAIN STLEXINGTONKY40507NONEPCUNRESTRICTED$10,000
LEXINGTON RESCUE MISSION
PO BOX 1050LEXINGTONKY40588NONEPCPROJECT PEACE$15,000
LITTLE TRAVERSE CONSERVANCY
3264 POWELL RDHARBOR SPRINGSMI49740NONEPCUNRESTRICTED$20,000
LOW COUNTRY LAND TRUST
635 RUTLEDGE AVE STE 107CHARLESTONSC29403NONEPCUNRESTRICTED$40,000
LOWCOUNTRY LITERACY PROJECT
1121 PARK WEST BLVD STE B92MOUNT PLEASANTSC29466NONEPCUNRESTRICTED$60,000
MEETING STREET SCHOOLS
200 MEETING ST STE 206CHARLESTONSC29401NONEPCUNRESTRICTED$35,000
METANOIA
2005 REYNOLDS AVENORTH CHARLESTONSC29405NONEPCUNRESTRICTED$30,000
MICAH LEGAL SERVICES
219 E SHORT STREETLEXINGTONKY40507NONEPCUNRESTRICTED$45,000
MISSION HEALTH LEXINGTON
230 S MARTIN LUTHER KING BLVDLEXINGTONKY40508NONEPCUNRESTRICTED$5,000
MOUNTAIN ASSOCIATION
433 CHESTNUT STREETBEREAKY40403NONEPCUNRESTRICTED$25,000
MOUNTAIN EMPIRE OLDER CITIZENS
PO BOX 888BIG STONE GAPVA24219NONEPCUNRESTRICTED$15,000
MY SISTER'S HOUSE
PO BOX 71171NORTH CHARLESTONSC29415NONEPCUNRESTRICTED$85,000
NEIGHBORS TOGETHER
2105 COSGROVE AVENUENORTH CHARLESTONSC29405NONEPCUNRESTRICTED$10,000
NEW MORNING FOUNDATION
1501 MAIN STREET SUITE 150COLUMBIASC29201NONEPCUNRESTRICTED$20,000
NORTHSIDE COMMON MARKET
101 W LOUDON AVENUE SUITE 150LEXINGTONKY40508NONEPCJULIETTA MARKET$45,000
NORTHERN HOMES CDC
PO BOX 86BOYNE CITYMI49712NONEPCHARBOR AREA RESIDENTIAL TRUST$35,000
NRDC- CHINA DISPERSED COAL GOVERNANCE
40 W 20TH STREETNEW YORKNY10011NONEPCUNRESTRICTED$70,000
ONE PARENT SCHOLAR HOUSE
PO BOX 1457LEXINGTONKY40588NONEPCUNRESTRICTED$40,000
ONE-EIGHTY PLACE
PO BOX 20038CHARLESTONSC29413NONEPCUNRESTRICTED$20,000
OPEN SPACES INSTITUTE
328 EAST BAY STREETCHARLESTONSC29401NONEPCSC SEA ISLANDS$40,000
OPERATION HOME
2120 NOISETTE BLVD STE 124NORTH CHARLESTONSC29405NONEPCUNRESTRICTED$20,000
PARK COUNTY ENVIROMENTAL COUNCIL
PO BOX 164LIVINGSTONMT59047NONEPCUNRESTRICTED$15,000
PATRIOT FOUNDATION
PO BOX 5070PINEHURSTNC28375NONEPCUNRESTRICTED$50,000
PLANNED PARENTHOOD SOUTH ATLANTIC
100 SOUTH BOYLAN AVENUERALEIGHNC27603NONEPCUNRESTRICTED$10,000
PORTER-GAUD SCHOOL
300 ALBEMARLE ROADCHARLESTONSC29403NONEPCUNRESTRICTED$120,000
READY KIDS
1000 E HIGH STCHARLOTTESVILLEVA22902NONEPCUNRESTRICTED$40,000
SALISBURY SCHOOL
251 CANAAN RDSALISBURYCT06068NONEPCUNRESTRICTED$20,000
SAYRE SCHOOL
194 S LIMESTONELEXINGTONKY40507NONEPCUNRESTRICTED$20,000
SC APPLESEED LEGAL JUSTICE CENTER
PO BOX 7187COLUMBIASC29202NONEPCUNRESTRICTED$15,000
SEEDLEAF INC
714 NORTH LIMESTONELEXINGTONKY40508NONEPCUNRESTRICTED$25,000
SELC
201 WEST MAIN ST STE 14CHARLOTTESVILLEVA22902NONEPCUNRESTRICTED$30,000
SIN BARRERAS
PO BOX 6433CHARLOTTESVILLEVA22906NONEPCUNRESTRICTED$15,000
SLAVE DWELLING PROJECT
PO BOX 1469LADSONSC29456NONEPCUNRESTRICTED$5,000
SMOKETOWN FAMILY WELLNESS CENTER
PO BOX 4692LOUISVILLEKY40204NONEPCUNRESTRICTED$20,000
SOUTH CAROLINA CHILDRENS FUND
145 RIVER LANDING DR 202CHARLESTONSC29492NONEPCUNRESTRICTED$100,000
SPEAK UP FOR KIDS PBC
PO BOX 1896WEST PALM BEACHFL33402NONEPCUNRESTRICTED$60,000
ST ANNE'S-BELFIELD SCHOOL
2132 IVY ROADCHARLOTTESVILLEVA22903NONEPCUNRESTRICTED$170,000
ST ANDREWS SCHOOL
350 NOXONTOWN ROADMIDDLETOWNDE19709NONEPCUNRESTRICTED$20,000
STAR GOSPEL MISSION
474 MEETING STREETCHARLESTONSC29403NONEPCUNRESTRICTED$160,000
STEP BY STEP INC
PO BOX 593LEXINGTONKY40588NONEPCUNRESTRICTED$25,000
SURFRIDER FOUNDATION
PO BOX 73550SAN CLEMENTECA92673NONEPCPROJECTS IN THE CAROLINAS$25,000
SURGERY ON SUNDAY
533 WALLER AVENUELEXINGTONKY40504NONEPCUNRESTRICTED$20,000
TETON REGIONAL LAND TRUST
PO BOX 247DRIGGSID83422NONEPCUNRESTRICTED$15,000
THE BERRY CENTER
PO BOX 581NEW CASTLEKY40049NONEPCUNRESTRICTED$30,000
THE BLACK SOIL CHARITABLE FUND
820 LANE ALLEN ROAD STE176LEXINGTONKY40504NONEPCUNRESTRICTED$50,000
THE BLUEGRASS TRUST FOR HISTORIC PRESERVATION
253 MARKET STLEXINGTONKY40507NONEPCUNRESTRICTED$10,000
THE BRIGID ALLIANCE
PO BOX 58NEW YORKNY10024NONEPCUNRESTRICTED$15,000
THE FORMATION PROJECT
PO BOX 71863NORTH CHARLESTONSC29415NONEPCUNRESTRICTED$30,000
THE EVERGLADES FOUNDATION
18001 OLD CUTLER RD STE625PALMETTO BAYFL33157NONEPCUNRESTRICTED$10,000
THE LYRIC
300 E THIRD STLEXINGTONKY40508NONEPCUNRESTRICTED$25,000
THE NATURE CONSERVANCY OF KENTUCKY
114 WOODLAND AVELEXINGTONKY40502NONEPCUNRESTRICTED$20,000
THE SALVATION ARMY
736 WEST MAIN STLEXINGTONKY40508NONEPCUNRESTRICTED$30,000
THE WOMEN'S INITIATIVE
1101 E HIGH ST STE ACHARLOTTESVILLEVA22902NONEPCUNRESTRICTED$160,000
TURN 90
3765 LEEDS AVENUENORTH CHARLESTONSC29405NONEPCUNRESTRICTED$115,000
UNC-CHAPEL HILL
PO BOX 309CHAPEL HILLNC27514NONEPCWINSTON CENTER$200,000
UK INSTITUTE FOR BLACK STUDIES
PO BOX 910628LEXINGTONKY40591NONEPCUNRESTRICTED$60,000
UNITING VOICES
78 E WASHINGTON STCHICAGOIL60602NONEPCUNRESTRICTED$55,000
URBAN LEAGUE OF LEXINGTON
148 DEWEESE STREETLEXINGTONKY40507NONEPCMADE PROGRAM$75,000
VANDERBILT UNIVERSITY
PO BOX 290369NASHVILLETN37229NONEPCWADDELL WALKER HANCOCK CANCER DISCOVERY FUND$25,000
VERMONT WILDERNESS SCHOOL
PO BOX 2585BRATTLEBOROVT05303NONEPCUNRESTRICTED$35,000
VIRGINIA DISCOVERY MUSEUM
PO BOX 1128CHARLOTTESVILLEVA22902NONEPCUNRESTRICTED$20,000
VISION TO LEARN
101 ASHLEY AVENUECHARLESTONSC29401NONEPCUNRESTRICTED$25,000
WEST END COMMUNITY EMPOWERMENT PROJECT
498 GEORGETOWN STREETLEXINGTONKY40508NONEPCUNRESTRICTED$15,000
WESTMINSTER SCHOOL
995 HOPMEADOW STSIMSBURYCT06070NONEPCUNRESTRICTED$100,000
WINGS FOR KIDS
476 MEETING STREET STE ECHARLESTONSC29403NONEPCUNRESTRICTED$75,000
WORLDWIDE HEARTS & HANDS
1604 HARMONY LNLEXINGTONKY40502NONEPCUNRESTRICTED$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,025,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$304ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,097,354ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,308,190ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion01ExclusionCd
Exclusion$248ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,406,096ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,406,096TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ELKHORN CHARITABLE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 22828AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40522ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,066,540TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$16,550Amt
Net Investment Income$8,275NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,275DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CAP STK - 50,000 SHS$2,550,921$15,650,000
AMERICAN EXPRESS CO - 8,750 SHS$737,100$3,237,063
BERKSHIRE HATHAWAY INC CLS A - 10 SHS$2,547,000$7,548,000
BERKSHIRE HATHAWAY INC CLS B - 17,750 SHS$3,145,212$8,922,038
ILLINOIS TOOL WKS INC - 11,500 SHS$1,745,953$2,832,450
INTUIT - 13,500 SHS$1,922,942$8,942,670
JOHNSON & JOHNSON - 27,250 SHS$3,658,480$5,639,388
MICROSOFT CORP - 41,500 SHS$3,042,559$20,070,230
NORDSON CORP - 16,667 SHS$2,022,040$4,007,247
NORTHERN TR CORP - 13,334 SHS$1,296,198$1,821,291
PHILLIP MORRIS INTL COM STK - 7,734 SHS$908,358$1,240,534
PROCTER & GAMBLE - 17,000 SHS$1,481,550$2,436,270
SANOFI SPONSORED ADR - 19,334 SHS$926,292$936,926
T ROWE PRICE GROUP - 17,500 SHS$1,629,897$1,791,650
VISA INC - 21,500 SHS$2,335,613$7,540,265

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$35,611$35,611$0
OTHER EXPENSE$94$0$94

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$248RevenueAndExpensesPerBooksAmt
Adjusted Net Income$248AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$1,819Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,819DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$46,378$0$0
FOREIGN TAXES$0$17,647$0

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