BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION (EIN 31-1145221)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-14
IRS object ID
202413199349308756
Schema version
2023v5.0
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)
Return2024-11-14T13:48:53-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN853725125PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ONPOINTE ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1713 N 3RD STAddressLine1Txt
CityBARDSTOWNCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311145221EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BARDSTOWN FOUNDATION FORBusinessNameLine1Txt
Business Name Line2EXCELLENCE IN PUBLIC EDUCATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBARDBusinessNameControlTxt
Phone5023318860PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1308 NORTH FIFTH STAddressLine1Txt
CityBARDSTOWNCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSE ANN LUCAS DOWNSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5023318860PhoneNum
Signature2024-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARA WORTHPreparerPersonNm
PTINP01555703PTIN
Phone5023480276PhoneNum
Preparation2024-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKELLY LYNN BEDTELYONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1308 N FIFTH STAddressLine1Txt
CityBARDSTOWNCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40004ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$186,950GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateKYLegalDomicileStateCd
Activity Or MissionTO PROVIDE FUNDS TO BE USED TO AID IN THE EDUCATION OF CHILDREN IN THE BARDSTOWN INDEPENDENT SCHOOL DISTRICT.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers14TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$46,986PYContributionsGrantsAmt
CY Contributions Grants$170,475CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$13,177PYInvestmentIncomeAmt
CY Investment Income$16,475CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$60,163PYTotalRevenueAmt
CY Total Revenue$186,950CYTotalRevenueAmt
PY Grants And Similar Paid$25,334PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$132,015CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$11,520PYOtherExpensesAmt
CY Other Expenses$14,809CYOtherExpensesAmt
PY Total Expenses$36,854PYTotalExpensesAmt
CY Total Expenses$146,824CYTotalExpensesAmt
PY Revenues Less Expenses$23,309PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$40,126CYRevenuesLessExpensesAmt
Total Assets BOY$567,977TotalAssetsBOYAmt
Total Assets EOY$652,198TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$567,977NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$652,198NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE FUNDS TO BE USED TO AID IN THE EDUCATION OF CHILDREN IN THE BARDSTOWN INDEPENDENT SCHOOL DISTRICT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$138,815ExpenseAmt
Grant$132,015GrantAmt
DescPROVIDE SUPPORT FOR THE GO READ PROGRAM AND PROVIDE TEACHERS WITH CLASSROOM ITEMS.Desc
Total Program Service Expenses$138,815TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BARDSTOWN FOUNDATION FORBusinessNameLine1Txt
Business Name Line2EXCELLENCE IN PUBLIC EDUCATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone5023318860PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1308 NORTH FIFTH STAddressLine1Txt
CityBARDSTOWNCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40004ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ROSE ANN LUCAS DOWNS
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
AMY FARRELL
VICE PRESIDE1.00Yes (X)Yes (X)$0$0$0
DWIGHT NEWTON
SECRETARY1.00Yes (X)Yes (X)$0$0$0
LISA JOHNSON
TREASURER1.00Yes (X)Yes (X)$0$0$0
DREW BALLARD
DIRECTOR1.00Yes (X)$0$0$0
MARGIE BRADFORD
DIRECTOR1.00Yes (X)$0$0$0
SARAH HITE
DIRECTOR1.00Yes (X)$0$0$0
DOUG HUBBARD
DIRECTOR1.00Yes (X)$0$0$0
LAURA GANOE
DIRECTOR1.00Yes (X)$0$0$0
JASON FLOYD
DIRECTOR1.00Yes (X)$0$0$0
AJ LEWIS
DIRECTOR1.00Yes (X)$0$0$0
RACHEL MILLER
DIRECTOR1.00Yes (X)$0$0$0
SUSAN RAPIER
DIRECTOR1.00Yes (X)$0$0$0
JACOB SHAMS
DIRECTOR1.00Yes (X)$0$0$0
SHARON SHANKS
DIRECTOR1.00Yes (X)$0$0$0
BRENT SMITH
DIRECTOR1.00Yes (X)$0$0$0
ROB SMOTHERMAN
DIRECTOR1.00Yes (X)$0$0$0
KELLY LYNN BEDTELYON
EXECUTIVE DI1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$170,475AllOtherContributionsAmt
Total Contributions$170,475TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,542TotalRevenueColumnAmt
Related Or Exempt Func Income$16,542RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other-$67OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$67OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$67TotalRevenueColumnAmt
Related Or Exempt Func Income-$67RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$186,950TotalRevenueColumnAmt
Related Or Exempt Func Income$16,475RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$132,015TotalAmt
Program Services$132,015ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,800TotalAmt
Management And General$1,800ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,188TotalAmt
Management And General$5,188ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$298TotalAmt
Management And General$298ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$723TotalAmt
Management And General$723ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
ENDOWMENT FUND$6,000$6,000
SCHOLARSHIP$500$500
STUDENT DANCE PERFORMANCE$300$300

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$146,824TotalAmt
Program Services$138,815ProgramServicesAmt
Management And General$8,009ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$75,419BOYAmt
EOY$98,355EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$492,558BOYAmt
EOY$553,843EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$567,977BOYAmt
EOY$652,198EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$567,977BOYAmt
EOY$646,793EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$5,405EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$567,977BOYAmt
EOY$652,198EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$567,977BOYAmt
EOY$652,198EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$40,126ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$44,095NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$298,747CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,986CurrentTaxYearMinus1YearAmt
Current Tax Year$170,475CurrentTaxYearAmt
Total$516,208TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$298,747CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,986CurrentTaxYearMinus1YearAmt
Current Tax Year$170,475CurrentTaxYearAmt
Total$516,208TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$516,208PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$78CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68CurrentTaxYearMinus1YearAmt
Current Tax Year$16,542CurrentTaxYearAmt
Total$16,688TotalAmt
FieldValueIRS element (for citing)
Total Support$532,896TotalSupportAmt
Gross Receipts Rltd Activities$27,782GrossReceiptsRltdActivitiesAmt
Public Support CY1700.96870PublicSupportCY170Pct
Public Support PY1700.99960PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BARDSTOWN CITY SCHOOLS
308 NORTH 5TH STBARDSTOWNKY40004GOV$125,000GO READ PROGRAM
BARDSTOWN CITY SCHOOLS
308 NORTH 5TH STBARDSTOWNKY40004GOV$7,015TEACHER MINI GRANTS

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BKNOWLEDGEABLE BOARD MEMBERS WILL BE PROVIDED A COPY OF FORM 990 FOR REVIEW.
FORM 990, PAGE 6, PART VI, LINE 19AVAILABLE UPON REQUEST.

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