GHEENS FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GHEENS FOUNDATION INC (EIN 61-6031406)
Tax period
2022-11-01 to 2023-10-31
Filed
2024-03-07
IRS object ID
202400679349100505
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-07T09:25:15-06:00ReturnTs
Tax Period End2023-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SOUTH 5TH STREET STE 2100AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN616031406EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GHEENS 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 G ALLENPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone5025844650PhoneNum
Signature2024-03-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARRYPersonFirstNm
Person LastALLENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELEANOR A LIVINGSTON CPA MSTPreparerPersonNm
PTINP00226461PTIN
Phone8885871719PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$149,896,172FMVAssetsEOYAmt
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$7,950InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,950InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,856,743DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,856,743DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,817,917NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$243,883,044GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,817,917CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm$10,000IncmModificationsAdjNetIncmAmt
Other Income Rev And Expnss$1,891,493OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,891,493OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$8,574,103TotalRevAndExpnssAmt
Total Net Invst Incm$8,574,103TotalNetInvstIncmAmt
Total Adj Net Incm$10,000TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$498,583CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$84,208CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$414,375CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$158,812OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$15,881OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$142,931OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$69,320PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$6,932PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$62,388PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$9,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,250LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$6,750LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,068AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,517AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$19,551AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$304,731OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$304,731OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$112,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$40,050OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$10,013OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$30,038OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$18,143TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,721TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$15,422TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$120,013OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$38,401OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$78,143OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,357,220TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$471,654TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$769,598TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,822,918ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,027,668ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,180,138TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$471,654TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,797,266TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,393,965ExcessRevenueOverExpensesAmt
Net Investment Income$8,102,449NetInvestmentIncomeAmt
Adjusted Net Income$10,000AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,590,596SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,315,574SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,315,574SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$36,142PrepaidExpensesBOYAmt
Prepaid Expenses EOY$194,927PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$194,927PrepaidExpensesEOYFMVAmt
Other Investments BOY$141,096,222OtherInvestmentsBOYAmt
Other Investments EOY$144,222,340OtherInvestmentsEOYAmt
Other Investments EOYFMV$138,228,252OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,664LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,664LandBldgEquipAccumDeprecAmt
Other Assets BOY$105,947OtherAssetsBOYAmt
Other Assets EOY$157,419OtherAssetsEOYAmt
Other Assets EOYFMV$157,419OtherAssetsEOYFMVAmt
Total Assets BOY$156,828,907TotalAssetsBOYAmt
Total Assets EOY$155,890,260TotalAssetsEOYAmt
Total Assets EOYFMV$149,896,172TotalAssetsEOYFMVAmt
Accounts Payable BOY$831AccountsPayableBOYAmt
Accounts Payable EOY$1,878AccountsPayableEOYAmt
Grants Payable BOY$2,610,000GrantsPayableBOYAmt
Grants Payable EOY$1,415,250GrantsPayableEOYAmt
Other Liabilities BOY$98,585OtherLiabilitiesBOYAmt
Other Liabilities EOY$76,917OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,709,416TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,494,045TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$154,119,491NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$154,396,215NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$154,119,491TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$154,396,215TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$156,828,907TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$155,890,260TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$154,119,491TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,393,965ExcessRevenueOverExpensesAmt
Other Increases$663,922OtherIncreasesAmt
Subtotal$156,177,378SubtotalAmt
Other Decreases$1,781,163OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$154,396,215TotNetAstOrFundBalancesEOYAmt

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$242,859,773$241,065,127$1,794,646$1,794,646
CAPITAL GAINS DIVIDENDSP$1,023,271$1,023,271$1,023,271
FieldValueIRS element (for citing)
Capital Gain Net Income$2,817,917CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$112,624InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$112,624SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$112,624TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$183,060EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$183,060TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$70,436OverpaymentAmt
Applied To ES Tax$70,436AppliedToESTaxAmt
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 AddressWWW.GHEENSFOUNDATION.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$269,583$27,132$0
MICHAEL B MOUNTJOY
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE/CHAIR/CEO9.00$89,000$0$0
PHOEBE A WOOD
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE/INV COMMITTEE CH2.00$32,000$0$0
LORI H FLANERY
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE/AUDIT COMMITTEE CHAIR2.00$32,000$0$0
JOHN R CROCKETT III
401 WEST MAIN ST STE 705LOUISVILLEKY40202TRUSTEE/SECRETARY/COMP COMM CHAIR2.00$28,000$0$0
CAROLYN 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
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
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$300,912CompensationAmt
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$138,049,159AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,825,153AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,412,976FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$159,287,288TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$159,287,288AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,389,309CashDeemedCharitableAmt
Net Vl Noncharitable Assets$156,897,979NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,844,899MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,844,899MinimumInvestmentReturnAmt
Tax Based On Investment Income$112,624TaxBasedOnInvestmentIncomeAmt
Total Tax$112,624TotalTaxAmt
Distributable Before Adj$7,732,275DistributableBeforeAdjAmt
Recoveries Qualfied Distri$10,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,742,275DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,742,275DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,797,266ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,797,266QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,742,275DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$180,807ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$183,193ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$218,525ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$273,230ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$855,755TotalExcessDistributionCyovAmt
Qualifying Distributions$7,797,266QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,742,275AppliedToCurrentYearAmt
Remaining Distri From Corpus$54,991RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$910,746TotalCorpusAmt
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$180,807ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$729,939ExcessDistriCyovToNextYrAmt
Excess From Year3$183,193ExcessFromYear3Amt
Excess From Year2$218,525ExcessFromYear2Amt
Excess From Year1$273,230ExcessFromYear1Amt
Excess From Current Year$54,991ExcessFromCurrentYearAmt

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 STE 705AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5025844650RecipientPhoneNum
Form And Info And MaterialsAN ONLINE APPLICATION CAN BE FOUND AT WWW.GHEENSFOUNDATION.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMISSION DEADLINES ARE QUARTERLY. SPECIFIC DATES CAN BE FOUND AT WWW.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 (176 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
21ST CENTURY PARKS INC
471 WEST MAIN STREET SUITE 202LOUISVILLEKY40202UNRELATEDPCCAPITAL INITIATIVES AND ANNUAL SUPPORT FOR THE PARKLANDS OF FLOYDS FORK$60,000
2NOT1 FATHERHOOD & FAMILIES
1600 WEST ST CATHERINE STREETLOUISVILLEKY40201UNRELATEDPCGENERAL OPERATIONS$30,000
ACADEMY OF INDIVIDUAL EXCELLENCE
3101 BLUEBIRD LNLOUISVILLEKY40299UNRELATEDPCGENERAL OPERATIONS$40,000
ACADEMY OF MUSIC PRODUCTION EDUCATION & DEVELOPMENT
4425 GREENWOOD AVENUELOUISVILLEKY40211UNRELATEDPCMUSIC EDUCATION$50,000
ACCESS JUSTICE
521 N 26TH STLOUISVILLEKY40212UNRELATEDPCGENERAL OPERATIONS$25,000
ACTORS THEATRE OF LOUISVILLE
316 WEST MAIN STREETLOUISVILLEKY40202UNRELATEDPCTHEATRICAL ARTS - GENERAL OPERATIONS$10,000
ADELANTE HISPANIC ACHIEVERS
2005 DOUGLASS BLVDLOUISVILLEKY40205UNRELATEDPCMENTORING, AMBASSADORS PROGRAM AND ACADEMIC SUPPORT TO HISPANIC/LATIN YOUTH$20,000
AMERICAN PRINTING HOUSE FOR THE BLIND INC
1839 FRANKFORT AVENUELOUISVILLEKY40206UNRELATEDPCGENERAL OPERATING SUPPORT$50,000
AMERICAN RED CROSS
510 EAST CHESTNUT STREETLOUISVILLEKY40201UNRELATEDPCSECOND CENTURY HUMANITARIAN CAMPAIGN$25,000
AWAKE MINISTRIES
701 WASHINGTON STSHELBYVILLEKY40065UNRELATEDPCPROVIDE FUNDING FOR RESIDENTIAL AND OUTPATIENT RECOVERY PROGRAM AND ADDICTION SERVICES$10,000
BAYOU COMMUNITY FOUNDATION
PO BOX 582HOUMALA70361UNRELATEDPCGENERAL SUPPORT - 3 YEAR GRANT$200,000
BEACON HOUSE AFTERCARE PROGRAM INC
963 SOUTH SECOND STREETLOUISVILLEKY40203UNRELATEDPCTECHNOLOGY, EDUCATION AND TELEMEDICINE LAB (PROVIDED BY THE GHEENS FOUNDATION)$25,000
BELLARMINE UNIVERSITY
2001 NEWBURG RDLOUISVILLEKY40205UNRELATEDPCEDUCATION - GENERAL OPERATIONS$201,000
BELLEWOOD AND BROOKLAWN
3121 BROOKLAWN CAMPUS DRLOUISVILLEKY40218UNRELATEDPCLOWER LEVELS OF CARE EXPANSION & RESEARCH$25,000
BERNHEIM ARBORETUM AND RESEARCH FOREST
2075 CLERMONT RDCLERMONTKY40110UNRELATEDPCGENERAL OPERATIONS$25,000
BIG BROTHERSBIG SISTERS OF KENTUCKIANA
1519 GARDINER LANELOUISVILLEKY40218UNRELATEDPCGENERAL OPERATIONS$50,000
BOYS & GIRLS CLUB OF KENTUCKIANA
3900 CRITTENDEN DRLOUISVILLEKY40209UNRELATEDPCSUSTAINING IMPACT FOR OUR COMMUNITY$50,000
BOYS AND GIRLS HAVEN
2301 GOLDSMITH LANELOUISVILLEKY40218UNRELATEDPCPREPARING FOR THE NEXT 70 YEARS.$20,000
CASA OF THE RIVER REGION
982 EASTERN PKWYLOUISVILLEKY40217UNRELATEDPCADVOCACY ACADEMY & SUPPORT PROGRAM$15,000
CATHOLIC CHARITIES OF LOUISVILLE
2911 SOUTH FOURTH STREETLOUISVILLEKY40208UNRELATEDPCGENERAL OPERATIONS$50,000
CENTER FOR EMPLOYMENT OPPORTUNITIES INC
321 GUTHRIE STREETLOUISVILLEKY402021813UNRELATEDPCGENERAL OPERATIONS$20,000
CENTER FOR NONPROFIT EXCELLENCE
325 W MAIN ST 150LOUISVILLEKY40202UNRELATEDPCINVESTING IN SOCIAL IMPACT: PHASE I, II & III$35,000
CHILDREN HAVE OPTIONS IN CHOOSING EXPERIENCES
3715 BARDSTOWN ROAD SUITE 303LOUISVILLEKY40218UNRELATEDPCC.H.O.I.C.E. AGENCY SUPPORT FOR THE ACADEMIC YEAR$15,000
CHOOSEWELL COMMUNITIES
930 MARY STLOUISVILLEKY40204UNRELATEDPCPROJECT THRIVE$10,000
COALITION FOR THE HOMELESS
1300 S 4TH STREET 250LOUISVILLEKY40208UNRELATEDPCWHITE FLAG PROGRAM$35,000
COMMONWEALTH THEATRE
1123 PAYNE STLOUISVILLEKY40204UNRELATEDPCTHEATRE EDUCATION$20,000
COMMUNITY FOUNDATION OF LOUISVILLE
325 W MAIN ST 1110LOUISVILLEKY40202UNRELATEDPCCOORDINATED COMMUNITY INVESTMENT SPECIALISTS; ONELOUISVILLE EMERGENCY FUND; GREATER LOUISVILLE PROJECT'S DEEP DRIVERS OF CHANGE: 21ST CENTURY JOBS, EDUCATION, QUALITY OF PLACE, AND HEALTH; GIVE FOR GOOD LOUISVILLE$135,000
COUNCIL ON DEVELOPMENT DISABILITIES
2214 DUNDEE RD ALOUISVILLEKY40205UNRELATEDPCGENERAL OPERATIONS$10,000
CREATIVE AGENTS OF CHANGE FOUNDATION INC
800 E MARKET STLOUISVILLEKY40206UNRELATEDPCGENERAL OPERATIONS$10,000
DARE TO CARE
PO BOX 35458LOUISVILLEKY40232UNRELATEDPCFOOD PROGRAM$50,000
DAY SPRING INC
3430 DAY SPRING COURTLOUISVILLEKY40213UNRELATEDPCGENERAL OPERATIONS$20,000
DECODE PROJECT INC
212 N 2ND ST SUITE 1000RICHMONDKY40475UNRELATEDPCGENERAL OPERATIONS$25,000
DELTA FOUNDATION
3019 RADIANCE ROADLOUISVILLEKY40220UNRELATEDPCGENERAL OPERATIONS$30,000
DOWNTOWN DEVELOPMENT CORP
556 S 4TH STLOUISVILLEKY40202UNRELATEDPCGENERAL OPERATIONS$75,000
DREAMS WITH WINGS
1579 BARDSTOWN RDLOUISVILLEKY40205UNRELATEDPCPROVIDE HOUSING AND COMMUNITY SUPPORT SERVICES TO INDIVIDUALS WITH DISABILITIES$20,000
ELDERSERVE INC
631 SOUTH 28TH STLOUISVILLEKY40211UNRELATEDPCSENIOR CENTER REDEVELOPMENT PROJECT$91,918
EMERGING WORKFORCE INITIATIVE
2205 W WELLINGTON AVELOUISVILLEKY40214UNRELATEDPCGENERAL OPERATIONS$10,000
EVOLVE502
334 EAST BROADWAYLOUISVILLEKY40202UNRELATEDPCHELP WITH COLLEGE PREPARATION$50,000
EXODUS FAMILY MINISTRIES
6501 BETHANY LNLOUISVILLEKY40272UNRELATEDPCAFTER SCHOOL/SUMMER TUTORING PROGRAM, FOOD PANTRY AND CLOTHING CLOSET$20,000
FALLS OF THE OHIO FOUNDATION
201 W RIVERSIDE DR 1CLARKSVILLEIN47129UNRELATEDPCGENERAL OPERATIONS$50,000
FAMILY AND CHILDREN'S PLACE
525 ZANE STREETLOUISVILLEKY40203UNRELATEDPCGENERAL OPERATIONS FOR FAMILY & CHILDREN'S PLACE: ON THE FRONT LINES OF UNACCEPTABLE CHILD ABUSE RATES IN KENTUCKY FOR A SECOND YEAR$75,000
FAMILY COMMUNITY CLINIC INC
1420 E WASHINGTON STREETLOUISVILLEKY40206UNRELATEDPCPATIENT EXPANSION AND ADMINISTRATIVE SUPPORT$20,000
FAMILY HEALTH CENTERS INC
2215 PORTLAND AVELOUISVILLEKY40212UNRELATEDPCGENERAL OPERATIONS$25,000
FAMILY SCHOLAR HOUSE INC
403 REG SMITH CIRCLELOUISVILLEKY40208UNRELATEDPCFSH RESPONSE CENTER$50,000
FEED LOUISVILLE
2005 DOUGLASS BLVDLOUISVILLEKY40205UNRELATEDPCSTREET OUTREACH FOCUSED ON HUNGER, HARM REDUCTION AND HOUSING$20,000
FIRST GETHSEMANE CENTER FOR FAMILY DEVELOPMENT
1221 FIRST GETHSEMANE AVELOUISVILLEKY40208UNRELATEDPCCHILD CARE CENTER, WELLNESS PROGRAMS, TUTORING AND BOY SCOUTS/GIRL SCOUTS RECREATION$15,000
FIRST HOUR GRIEF RESPONSE
409 MARQUETTE DRLOUISVILLEKY40222UNRELATEDPCGRIEF COUNSELING AND RESOURCES$10,000
FRANCISCAN SHELTER HOUSE
748 S PRESTON STLOUISVILLEKY40203UNRELATEDPCGRANT FOR GENERAL OPERATING EXPENSES$40,000
FRAZIER HISTORY MUSEUM
829 WEST MAIN STREETLOUISVILLEKY40202UNRELATEDPCGENERAL OPERATIONS AND EDUCATION OF MUSEUM$10,000
FUND FOR THE ARTS
623 WEST MAIN STLOUISVILLEKY40202UNRELATEDPCGENERAL OPERATING SUPPORT; CULTURAL LOU RECOVERY FUND$120,000
GILDA'S CLUB
2440 GRINSTEAD DRIVELOUISVILLEKY40204UNRELATEDPCGENERAL OPERATIONS$25,000
GIRL SCOUTS OF KENTUCKIANA INC
2115 LEXINGTON ROADLOUISVILLEKY402062816UNRELATEDPCZONES OF HOPE$50,000
GLOBAL ECONOMIC DIVERSITY DEVELOPMENT INITIATIVE
411 S 4TH ST UNIT 701122LOUISVILLEKY40270UNRELATEDPCGENERAL OPERATIONS$10,000
GOODWILL INDUSTRIES OF KENTUCKY
1325 SOUTH FOURTH STLOUISVILLEKY40208UNRELATEDPCRETAIL PROGRAM, SPECIALIZED WORKFORCE DEVELOPMENT PROGRAMS, SENIOR COMMUNITY EMPLOYMENT SERVICE PROGRAM AND JANITORIAL AND CUSTODIAL SERVICES$100,000
GOVERNOR'S SCHOLARS PROGRAM FOUNDATION INC
112 CONSUMER LNFRANKFORTKY40601UNRELATEDPCGOVERNOR'S SCHOLARS PROGRAM$10,000
GRANNY'S BIRTH INITIATIVE
801 BARRET AVE SUITE 301LOUISVILLEKY40204UNRELATEDPCGENERAL OPERATIONS$10,000
GREATER LOUISVILLE FOUNDATION
614 WEST MAIN ST NO 6000LOUISVILLEKY40202UNRELATEDPCSUPPORT EXPORT DEVELOPMENT ACTIVITIES OF SMALL AND MEDIUM SIZE COMPANIES AND SUPPORT PROGRAMS THAT CONTRIBUTE TO THE PROSPERITY OF THE COMMUNITY$100,000
HABITAT FOR HUMANITY OF METRO LOUISVILLE
1620 BANK STLOUISVILLEKY40203UNRELATEDPCTHE JANE & JEWELL EDUCATION AND COMMUNITY OUTREACH CENTER$100,000
HARBOR HOUSE OF LOUISVILLE INC
2231 LOWER HUNTERS TRACELOUISVILLEKY40216UNRELATEDPCHARBOR HOUSE OF LOUISVILLES INTERGENERATIONAL LIFE CENTER: A PLACE FOR GROWING UP AND GROWING OLD$50,000
HAVE A HEART FOUNDATION
310 E BROADWAYLOUISVILLEKY40202UNRELATEDPCPROVIDE HEALTH SERVICES IN KENTUCKIANA REGION$25,000
HELP US GROW FOUNDATION
PO BOX 7925LOUISVILLEKY40207UNRELATEDPCH.U.G. READING PROGRAM$10,000
HHN2L INC
6923 FRANKLIN FRAMER WAYLOUISVILLEKY40229UNRELATEDPCTHE REAL YOUNG PRODIGYS PROGRAM, RAP SCHOOL, TEACHING RESPECT ABOUT OUR PLANET AND PENS UP, BARS DOWN PROGRAM$15,000
HOME OF THE INNOCENTS
1100 E MARKET STREETLOUISVILLEKY40206UNRELATEDPCEQUIPMENT FOR KOSAIR CHARITIES PEDIATRIC CONVALESCENT CENTER$250,000
HOPE COLLABORATIVE
PO BOX 991336LOUISVILLEKY40269UNRELATEDPCADOPT A SCHOOL PROGRAM, JOB TRAINING, COUNSELING AND EDUCATION FOR PERSONS WHO HAVE ENGLISH AS A SECOND LANGUAGE$20,000
HOPE HEALTH CLINIC
1025 SANIBEL WAY ELA GRANGEKY40031UNRELATEDPCGENERAL OPERATIONS$20,000
HOPE SOUTHERN INDIANA
1200 BONO RDNEW ALBANYIN47150UNRELATEDPCGENERAL OPERATIONS$10,000
HOSPARUS HEALTH
3532 EPHRAIM MCDOWELL DRLOUISVILLEKY40205UNRELATEDPCKOURAGEOUS KIDS$25,000
HOUSE OF HOPE
1157 DIXIE HIGHWAYLOUISVILLEKY40210UNRELATEDPCPROVIDE ASSISTANCE AND RESOURCES TO WOMEN WHILE GOING THROUGH REHAB$10,000
HOUSE OF RUTH INC
607 E ST CATHERINE STREETLOUISVILLEKY40203UNRELATEDPCHOUSE OF RUTH CHALLENGE GRANT$82,500
IMAGINATION LIBRARY
725 S FLOYD STLOUISVILLEKY40203UNRELATEDPCREADING PROGRAM$10,000
INTERFAITH PATHS TO PEACE
2500 MONTGOMERY STLOUISVILLEKY40212UNRELATEDPCEDUCATIONAL PROGRAMS, PEACEMAKING PROGRAMS AND COLLABORATIVE PROGRAMS$25,000
JEB JR ENRICHMENT CENTER
2041 RIVER ROAD SECOND FLLOUISVILLEKY40206UNRELATEDPCPROVIDE COMPETITIVE SPORTS WITH FREE EDUCATION SUPPORT AND MENTORING TO CREATE A SAFE ENVIRONMENT FOR LOUISVILLE STUDENTS TO THRIVE$15,000
JEWISH COMMUNITY OF LOUISVILLE INC
3600 DUTCHMANS LANELOUISVILLEKY40205UNRELATEDPCOUR COMMUNITY, OUR FUTURE; TRIPLE YOUR GIFT CHALLENGE. PHILANTHROPY THAT INSPIRES DONORS.$15,000
JEWISH FAMILY & CAREER SERVICES OF LOUISVILLE INC
2821 KLEMPNER WAYLOUISVILLEKY40205UNRELATEDPCGENERAL OPERATIONS - FAMILY STRENGTHENING COVID-19 RESPONSE$25,000
JOSHUA COMMUNITY CONNECTORS
2120 W CHESTNUT STLOUISVILLEKY40211UNRELATEDPCPROVIDE MENTAL HELATH THERAPY, JOB TRAINING AND HOUSING ADVICE/ASSISTANCE$25,000
KENTUCKY CHESS AMBASSADORS INC
PO BOX 35052LOUISVILLEKY40232UNRELATEDPCGENERAL OPERATIONS$10,000
KENTUCKY COLLEGE OF ART AND DESIGN
505 WEST ORMSBY STREETLOUISVILLEKY40203UNRELATEDPCEDUCATION PROGRAM$85,000
KENTUCKY DANCE COUNCIL
315 EAST MAIN STREETLOUISVILLEKY40202UNRELATEDPCGENERAL OPERATIONS - DANCE PROGRAM$10,000
KENTUCKY HARVEST
7705 NATIONAL TURNPIKELOUISVILLEKY40214UNRELATEDPCPEOPLE HELPING PEOPLE$10,000
KENTUCKY NONPROFIT NETWORK
PO BOX 24362LEXINGTONKY40524UNRELATEDPCKENTUCKY GRANTMAKERS CIRCLE OF SUPPORT$5,000
KENTUCKY OPERA ASSOCIATION
708 MAGAZINE STLOUISVILLEKY40203UNRELATEDPCOPERA AND ARTS PROGRAMMING$10,000
KENTUCKY PERFORMING ARTS FOUNDATION
501 W MAIN STREETLOUISVILLEKY40202UNRELATEDPCGENERAL OPERATIONS$40,000
KENTUCKY SCIENCE CENTER
727 WEST MAIN STREETLOUISVILLEKY40202UNRELATEDPCEDUCATION AND MUSEUM AND EXHIBITS OPERATIONS$50,000
KENTUCKY SHAKESPEARE FESTIVAL INC
616 MYRTLE STREETLOUISVILLEKY40208UNRELATEDPCEXPANSION OF 60TH SEASON OF FREE KENTUCKY SHAKESPEARE FESTIVAL IN CENTRAL PARK$20,000
KENTUCKY YMCA YOUTH ASSOCIATION
91 C MICHAEL DAVENPORT BLVDFRANKFORTKY40601UNRELATEDPCPROVIDE SERVICE LEARNING, CIVIC ENGAGEMENT AND PERSONAL DEVELOPMENT$10,000
KENTUCKY YOUTH ADVOCATES INC
10200 LINN STATION RD SUITE 310LOUISVILLEKY40223UNRELATEDPCGENERAL OPERATING SUPPORT$50,000
KIDS CENTER FOR PEDIATRIC THERAPIES
982 EASTERN PKWYLOUISVILLEKY40217UNRELATEDPCGENERAL OPERATIONS$15,000
LA CASITA CENTER INC
223 E MAGNOLIA AVELOUISVILLEKY40208UNRELATEDPCLA CASITA CENTER CHILDRENS ENRICHMENT$50,000
LEADERSHIP LOUISVILLE FOUNDATION
707 W MAIN STLOUISVILLEKY40202UNRELATEDPCGENERAL OPERATIONS$50,000
LEGAL AID SOCIETY INC
416 W MUHAMMAD ALI BLVD SUITE 300LOUISVILLEKY40202UNRELATEDPCPROJECT H.E.L.P. (HOMELESS EXPERIENCE LEGAL PROTECTION) LOUISVILLE$20,000
LIFEHOUSE INC
2710 RIEDLING DRIVELOUISVILLEKY40206UNRELATEDPCGENERAL OPERATIONS$10,000
LIGHTHOUSE PROMISE INC
5312 SHEPHERDSVILLE ROADLOUISVILLEKY40228UNRELATEDPCPARTNERS IN LEARNING/COLLEGE AND CAREER READINESS$20,000
LINCOLN FOUNDATION
4322 BISHOP LANELOUISVILLEKY40218UNRELATEDPCEDUCATIONAL ENRICHMENT PROGRAMS$50,000
LINCOLN HERITAGE COUNCIL BOY SCOUTS OF AMERICA
12001 SYCAMORE STATION PLACELOUISVILLEKY40299UNRELATEDPCPUTTING THE OUTING IN OUTREACH PROGRAM, LINCOLN HERITAGE COUNCIL$20,000
LOUISVILLE CENTRAL COMMUNITY CENTERS INC
1300 WEST MUHAMMAD ALILOUISVILLEKY40203UNRELATEDPCEDUCATIONAL PROGRAMS FOR AT-RISK & ECONOMICALLY DISADVANTAGED CHILDREN$100,000
LOUISVILLE CHORUS INC
6303 FERN VALLEY PASSLOUISVILLEKY402281059UNRELATEDPCGENERAL OPERATIONS$10,000
LOUISVILLE FREE PUBLIC LIBRARY FOUNDATION
301 YORK STREETLOUISVILLEKY40203UNRELATEDPCSTEPS FOR THE FUTURE$50,000
LOUISVILLE HOUSING OPPORTUNITIES AND MICROENTERPRISE COMM DEV LOAN
PO BOX 211028LOUISVILLEKY40221UNRELATEDPCFINANCIAL COACHING IN LOW TO MODERATE INCOME AREAS OF LOUISVILLE$125,000
LOUISVILLE METRO POLICE FOUNDATION INC
982 EASTERN PKWYLOUISVILLEKY40217UNRELATEDPCGENERAL OPERATIONS$75,000
LOUISVILLE ORCHESTRA INC
620 W MAIN ST SUITE 400LOUISVILLEKY40202UNRELATEDPCMAKING MUSIC$10,000
LOUISVILLE PRIDE FOUNDATION
1244 S 3RD STLOUISVILLEKY40203UNRELATEDPCSUPPORT LOUISVILLE YOUTH GROUPS AND COMMUNITY FOUNDATION OF LOUISVILLE$20,000
LOUISVILLE VISUAL ART
1538 LYTLE STLOUISVILLEKY40203UNRELATEDPCARTIST RESOURCES SERIES, ADULT FIGURE DRAWING, MURAL ART PROGRAM, CHILDREN'S FINE ART CLASSES, THE ACADEMY OF LVA, SUMMER ART CAMP$20,000
LOUISVILLE WATERFRONT DEVELOPMENT CORPORATION
129 RIVER RDLOUISVILLEKY40202UNRELATEDPCGENERAL OPERATIONS OF THE WATERFRONT PARK AREA$200,000
LOVE CITY INC
2615 ALFORD AVELOUISVILLEKY40212UNRELATEDPCGENERAL OPERATIONS$25,000
MAKE-A-WISH OHIO KENTUCKY & INDIANA
2545 FARMERS DRIVE SUITE 300COLUMBUSOH43235UNRELATEDPCGENERAL OPERATIONS$10,000
MARYHURST
1015 DORSEY LANELOUISVILLEKY40223UNRELATEDPCCAMPUS-BASED TREATMENT PROGRAMS$20,000
MATTINGLY EDGE
1930 BISHOP LANE SUITE 1001LOUISVILLEKY40218UNRELATEDPCGENERAL OPERATING SUPPORT$25,000
MAYA COLLECTION CORP
2615 EVERGREEN WYNDELOUISVILLEKY40223UNRELATEDPCGENERAL OPERATIONS$10,000
METRO UNITED WAY
334 EAST BROADWAY PO BOX 4488LOUISVILLEKY40202UNRELATEDPCIMPROVING DEVELOPMENTAL, EDUCATIONAL, AND LIFE OUTCOMES IN LOUISVILLE$50,000
METROPOLITAN HOUSING COALITION INC
PO BOX 4533LOUISVILLEKY402044533UNRELATEDPC22,000: EQUITIES OR EVICTIONS? RACIAL EQUITY IN WEALTH$10,000
MISSION HOPE FOR KIDS
401 W POPLAR STREETELIZABETHTOWNKY42701UNRELATEDPCGENERAL OPERATIONS FOR AT-RISK YOUTH$10,000
MOLO VILLAGE CDC CO
1407 W JEFFERSON STLOUISVILLEKY40203UNRELATEDPCGENERAL OPERATIONS$100,000
MUHAMMAD ALI CENTER
144 N 6TH STLOUISVILLEKY40202UNRELATEDPCGENERAL OPERATIONS$25,000
NAMI LOUISVILLE INC
708 W MAGAZINE STLOUISVILLEKY40203UNRELATEDPCGENERAL OPERATIONS$10,000
NATIVITY ACADEMY AT ST BONIFACE INC
529 EAST LIBERTY STREETLOUISVILLEKY40202UNRELATEDPCGENERAL OPERATING SUPPORT$25,000
NEIGHBORHOOD HOUSE
201 N 25TH STLOUISVILLEKY40212UNRELATEDPCNEIGHBORHOOD HOUSE FAMILY SERVICES$80,000
NEW DAY MINISTRIES
11016 INDIAN LEGENDS DRIVELOUISVILLEKY40241UNRELATEDPCPROGRAMS TO HELP YOUTH OF UNDERSERVED COMMUNITIES IN WEST LOUISVILLE$20,000
NEW DIRECTIONS HOUSING CORPORATION
1617 MAPLE STREETLOUISVILLEKY40210UNRELATEDPCHOMEOWNERSHIP PRESERVATION - REPAIR AFFAIR$300,000
NEW LIFE DIRECTIONS MINISTRIES
PO BOX 99245LOUISVILLEKY40269UNRELATEDPCASSIST YOUNG ADULTS WITH PARENTING SKILLS AND PROVIDING NECESSARY SUPPLIES$50,000
NEW ROOTS INC
1800 PORTLAND AVENUELOUISVILLEKY40203UNRELATEDPCNEW ROOTS FRESH STOP MARKETS$15,000
ORCHID HOUSE INC
703 SOUTH 31ST STREETLOUISVILLEKY40211UNRELATEDPCMARTY'S ORCHID HOUSE-PATHWAY TO SUSTAINABILITY$10,000
ORPHAN CARE ALLIANCE
115 N WATTERSON TRAIL STE 201LOUISVILLEKY40243UNRELATEDPCMINISTRY DEVELOPMENT AND FAMILY SUPPORT$10,000
PARKS ALLIANCE OF LOUISVILLE
PO BOX 5755LOUISVILLEKY40255UNRELATEDPCGENERAL OPERATIONS - PARK PROJECTS$100,000
PERSONAL COUNSELING SERVICES INC
1205 APPLEGATE LANECLARKSVILLEIN47129UNRELATEDPCMENTAL HEALTH CARE FOR TRAUMATIZED CHILDREN, YOUTH & FAMILIES$50,000
PHILANTHROPY SOUTHEAST
100 PEACHTREE ST NW SUITE 2080ATLANTAGA30303UNRELATEDPCGENERAL OPERATIONS$2,250
PLANNED PARENTHOOD OF INDIANA AND KENTUCKY
200 SOUTH MERIDIAN ST NO 400INDIANAPOLISIN46225UNRELATEDPCPROVIDE HEALTH CARE SERVICES TO ALL INDIVIDUALS FOR HIGH-QUALITY REPRODUCTIVE AND PREVENTIVE HEALTH CARE$10,000
PLAY COUSINS COLLECTIVE
401 NORTHWESTERN PKWYLOUISVILLEKY40212UNRELATEDPCGENERAL OPERATIONS$10,000
PORTLAND MUSEUM
2308 PORTLAND AVELOUISVILLEKY40212UNRELATEDPCCOLLECTIONS MANAGEMENT, COMMUNITY AND EDUCATION PROGRAMS, AND CONSTRUCTION OF EXHIBITS$50,000
PRICHARD COMMITTEE FOR ACADEMIC EXCELLENCE
2285 EXECUTIVE DR 120LEXINGTONKY40505UNRELATEDPCGENERAL OPERATIONS$10,000
RAUCH INC
845 PARK PLACENEW ALBANYIN47150UNRELATEDPCGENERAL OPERATIONS$20,000
RECENTER MINISTRIES
733 E JEFFERSON STLOUISVILLEKY40202UNRELATEDPCDROP-IN DAY SHELTER, LIFECHANGE: STABILITY, RECOVERY, TRANSITION$25,000
RECKONING INC
2525 CLARENDON AVELOUISVILLEKY40205UNRELATEDPCGENERAL OPERATIONS$25,000
REFUGE LOUISVILLE INC
1941 BISHOP LANE NO 804LOUISVILLEKY40218UNRELATEDPCGENERAL OPERATIONS$10,000
REVIVING URBAN NEIGHBORHOODS INC
4539 OAK POINTE DRLOUISVILLEKY40245UNRELATEDPCGENERAL OPERATIONS$10,000
RIVER HERITAGE CONSERVANCY INC
PO BOX 486JEFFERSONVILLEIN47131UNRELATEDPCGENERAL OPERATIONS$150,000
SALVATION ARMY
911 S BROOK STLOUISVILLEKY40203UNRELATEDPCGENERAL OPERATIONS$25,000
SCARLET HOPE
PO BOX 6542LOUISVILLEKY40206UNRELATEDPCSCARLET HOPE CAREER DEVELOPMENT PROGRAM$25,000
SHIVELY AREA MINISTRIES
4415 DIXIE HIGHWAYLOUISVILLEKY40216UNRELATEDPCTHE VILLAGE$30,000
SOMALI COMMUNITY OF LOUISVILLE
757 SOUTH 8TH STREET SUITE 100LOUISVILLEKY40203UNRELATEDPCHELP WITH ACADEMIC, SOCIAL, ECONOMIC, AND CULTURAL NEEDS OF THE SOMALI YOUTH IN LOUISVILLE$15,000
SOUTH LOUISVILLE COMMUNITY MINISTRIES
415-1/2 WEST ASHLAND AVELOUISVILLEKY40214UNRELATEDPCEMERGENCY ASSISTANCE PROGRAM$25,000
SPARC HOPE
11921 BRINLEY AVE 101LOUISVILLEKY40243UNRELATEDPCGENERAL OPERATIONS$10,000
SPEED ART MUSEUM
2035 SOUTH THIRD STREETLOUISVILLEKY40208UNRELATEDPCGENERAL OPERATIONS OF THE MUSEUM AND EDUCATION AND OUTREACH PROGRAMS$50,000
SPINA BIFIDA ASSOCIATION OF KY
982 EASTERN PKWY BOX 18LOUISVILLEKY40217UNRELATEDPCFINANCIAL ASSISTANCE FUND AND CHILDREN'S PROGRAMS$5,000
ST GEORGE'S SCHOLARS INSTITUTE
1205 S 26TH STREETLOUISVILLEKY40210UNRELATEDPCGENERAL OPERATIONS$15,000
ST JOSEPH CATHOLIC ORPHAN SOCIETY
2823 FRANKFORT AVELOUISVILLEKY40206UNRELATEDPCBUILDING FOREVER FAMILIES$50,000
ST VINCENT DE PAUL LOUISVILLE
PO BOX 17126LOUISVILLEKY402170126UNRELATEDPCGENERAL OPERATIONS$50,000
SUMMERBRIDGE LOUISVILLE INC
902 S SHELBY STREETLOUISVILLEKY40203UNRELATEDPCSUMMERBRIDGE LOUISVILLE$10,000
SWEET EVENING BREEZE
801 BARRET AVE STE 211LOUISVILLEKY40204UNRELATEDPCPROVIDE SHELTER, FOOD AND SUPPORTIVE SERVICES TO LGBTQ+ YOUTH EXPERIENCING HOMELESSNESS$20,000
TEACH KENTUCKY INC
907 BARRET AVELOUISVILLEKY40204UNRELATEDPCADDRESSING TEACHER RECRUITMENT NEEDS IN A DIGITAL ERA$20,000
THE FILSON HISTORICAL SOCIETY
1310 S 3RD STREETLOUISVILLEKY40208UNRELATEDPCFILSON TECHNOLOGY CAPACITY BUILDING PROJECT$25,000
THE HAVEN MINISTRIES
2415 PORTLAND AVELOUISVILLEKY40212UNRELATEDPCGENERAL OPERATIONS$15,000
THE HEALING PLACE INC
1020 WEST MARKET STREETLOUISVILLEKY402022630UNRELATEDPCTHE HEALING PLACE PHASE II PROGRAM$50,000
THE HOUSING PARTNERSHIP INC
1512 CRUMS LANE STE 401LOUISVILLEKY40216UNRELATEDPCHPI HAS SUCCESSFULLY RENOVATED OR BEGAN RENOVATION OF 22 SINGLE-FAMILY HOMES FOR SALE TO HOUSEHOLDS WITH INCOMES OF 50% AMI OR LOWER, 60% AMI OR LOWER, AND 80% AMI OR LOWER.$100,000
THE MORTON CENTER
1028 BARRET AVELOUISVILLEKY40204UNRELATEDPCGENERAL OPERATIONS$50,000
THE PRISONER'S HOPE
11501 PLANTSIDE DRJEFFERSONTOWNKY40299UNRELATEDPCFAITH-BASED REENTRY ASSISTANCE PROGRAMS THAT MENTOR PRISONERS AND THEIR FAMILIES$10,000
THE WELL INCUBATOR
1704 DIXIE HWYLOUISVILLEKY40210UNRELATEDPCGENERAL OPERATIONS$10,000
TIP IT FORWARD
1347 S 3RD ST STE 208LOUISVILLEKY402082344UNRELATEDPCPROVIDE HOLISTIC HEALTH CARE THROUGH INTEGRATED WORKSHOPS AND MOBILE CLINICS$10,000
TREESLOUISVILLE INC
PO BOX 5816LOUISVILLEKY40255UNRELATEDPCA CRITICAL ASSESSMENT OF CHANGES TO LOUISVILLE'S DECLINING URBAN TREE CANOPY$10,000
UNITING PARTNERS FOR WOMEN AND CHILDREN
425 SOUTH SECOND ST SUITE 100LOUISVILLEKY40202UNRELATEDPCPROVIDE SHELTER FOR WOMEN AND CHILDREN$50,000
UNIVERSITY OF LOUISVILLE FOUNDATION
215 CENTRAL AVENUELOUISVILLEKY40208UNRELATEDPCTHE GHEENS INSTITUTE: SUPPORTING STUDENT SUCCESS IN STEM-H$300,000
USA CARES INC
11760 COMMONWEALTH DRLOUISVILLEKY40299UNRELATEDPCUSA CARES - GENERAL OPERATING SUPPORT$25,000
VETERAN'S CLUB INC
4218 SHELBYVILLE ROADLOUISVILLEKY40207UNRELATEDPCVETERAN'S PROGRAMS$20,000
VISUALLY IMPAIRED PRESCHOOL SERVICES
1906 GOLDSMITH LANELOUISVILLEKY40218UNRELATEDPCGENERAL OPERATIONS.$20,000
VOLUNTEERS OF AMERICA MID-STATES
570 S 4TH ST STE 100LOUISVILLEKY40202UNRELATEDPCADVANCING VOLUNTEERS OF AMERICA MID-STATES TECHNOLOGY STATUS TO IMPROVE COMMUNITY HEALTH$75,000
WATERFRONT BOTANICAL GARDENS
1800 MARINAS EDGE WAY NO 101LOUISVILLEKY40206UNRELATEDPCTOURS AND EDUCATION CLASSES$50,000
WATERSTEP
625 MYRTLE STREETLOUISVILLEKY40208UNRELATEDPCPROVIDE FUNDING FOR SAFE WATER IN COMMUNITIES$15,000
WELLSPRING INC
PO BOX 1927LOUISVILLEKY40201UNRELATEDPCEMPLOYMENT AND HOUSING PROGRAMS$50,000
WESLEY COMMUNITY HOUSE
5114 PRESTON HWYLOUISVILLEKY40213UNRELATEDPCGENERAL OPERATIONS$20,000
WEST END SCHOOL INC
3628 VIRGINIA AVENUELOUISVILLEKY40211UNRELATEDPCGENERAL OPERATIONS$35,000
WEST END TOKEN CLUB INC
708 S 16TH STLOUISVILLEKY40203UNRELATEDPCGENERAL OPERATIONS$20,000
WEST LOUISVILLE PERFORMING ARTS ACADEMY
323 WEST BROADWAY 4TH FLLOUISVILLEKY40202UNRELATEDPCYOUTH PROGRAMS FOCUSED ON THE ARTS$10,000
YMCA OF GREATER LOUISVILLE
545 S 2ND STLOUISVILLEKY40202UNRELATEDPCYMCA SAFE PLACE SERVICES - SHELTER HOUSE$50,000
YOUNG ADULT DEVELOPMENT IN ACTION INC
PO BOX 638LOUISVILLEKY40201UNRELATEDPCEDUCATION PROGRAMS AND EMPLOYMENT TRAINING TO ECONOMICALLY DISADVANTAGED YOUNG ADULTS$50,000
YOUNG AUTHOR'S GREENHOUSE
2509 PORTLAND AVENUELOUISVILLEKY40212UNRELATEDPCWRITING AND LITERACY EDUCATION PROGRAMS$10,000
YOUTH LINK SOUTHERN INDIANA INC
4403 HAMBURG PIKE SUITE CJEFFERSONVILLEIN47130UNRELATEDPCINTEGRATED STUDENT SUPPORTS$25,000
YOUTHBUILD INC
800 S PRESTON STREETLOUISVILLEKY40203UNRELATEDPCASSIST YOUNG PEOPLE WITH PREPARING FOR COLLEGE AND CAREERS$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,027,668TotalGrantOrContriPdDurYrAmt
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$7,950ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,856,743ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,817,917ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
MINERAL INTERESTS (NET)15$1,888,754
MISCELLANEOUS INCOME01$2,739

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,574,103ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,574,103TotalIncomeProducingActyAmt

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 FEESCategoryTxt
Amt$26,068Amt
Net Investment Income$6,517NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,551DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENTSAT COST$137,903,954$131,909,866
MINERAL RESERVESFMV$6,318,386$6,318,386

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$9,000LegalFeesAmt
Net Investment Income$2,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,750DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER RECEIVABLES$55,947$80,502$80,502
RETURNED GRANT RECEIVABLE$50,000$0$0
RIGHT-OF-USE ASSET$0$76,917$76,917

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON OTHER INVESTMENTSDesc
Amt$1,781,163Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INFORMATION TECHNOLOGY$12,932$1,209$11,723
INSURANCE$25,127$3,769$21,358
LOUISIANA MINERAL EXPENSES$22,106$22,106$0
MISCELLANEOUS$5,022$1,108$3,914
DUES AND SUBSCRIPTIONS$15,046$1,131$13,915
OFFICE EXPENSES$36,310$9,078$27,233
PENALTIES$3,470$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MINERAL INTERESTS (NET)$1,888,754$1,888,754$1,888,754
MISCELLANEOUS INCOME$2,739$2,739$2,739

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINVESTMENT COST BASIS ADJUSTMENTDesc
Amt$663,922Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
ACCRUED FEDERAL EXCISE TAX$98,585$0
RIGHT-OF-USE LIABILITY$0$76,917

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$304,731Amt
Net Investment Income$304,731NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$112,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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