ELHAPA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELHAPA FOUNDATION INC (EIN 47-5371533)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202511329349102066
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T12:18:39-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W MAIN STREET STE 1400 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475371533 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELHAPA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELHA | BusinessNameControlTxt |
| Phone | 8595234618 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22828 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40522 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA THOMAS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8595234618 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON C CARTER | PreparerPersonNm |
| PTIN | P01242412 | PTIN |
| Phone | 8592552341 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,511,789 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $888,784 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $339 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $339 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,088,423 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,089,841 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $444,668 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,082,376 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,375,439 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,422,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,465,619 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,025 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,835 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,835 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,501 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,588 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,881 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,484 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $397 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $133,267 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,097 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,257 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,700,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,700,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,833,267 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,097 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,724,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,411,053 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,396,522 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,983,347 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,210,002 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,210,002 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $36,069,292 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,431,584 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,301,787 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $38,052,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,641,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,511,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $38,052,639 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,641,586 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,052,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,641,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,052,639 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,641,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,052,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,411,053 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,641,586 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,641,586 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,081,829 | $2,706,937 | $1,374,892 | $1,374,892 |
| CAPITAL GAINS DIVIDENDS | P | $547 | $547 | $547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,375,439 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,312 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,312 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,312 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,302 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $37,302 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $380 | EsPenaltyAmt |
| Overpayment | $3,610 | OverpaymentAmt |
| Applied To ES Tax | $3,610 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANGELA THOMAS | IndividualWithBooksNm |
| Phone | 8595234618 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22828 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH P KENAN | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| ANGELA L THOMAS | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | TREASURER | 15.00 | $30,000 | $0 | $0 |
| JAMES GRAHAM KENAN IV | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | VICE-PRESIDENT | 0.50 | $0 | $0 | $0 |
| EMMA KENAN THOMSON | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ANNE CLAY KENAN | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | SECRETARY | 0.50 | $0 | $0 | $0 |
| ELIZABETH KENAN MORTON | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| GEORGE BRANCH | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $81,939,673 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,893,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,833,349 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,833,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,272,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,560,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,178,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,178,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,312 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,312 | TotalTaxAmt |
| Distributable Before Adj | $4,144,730 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,144,730 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,144,730 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,724,257 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,724,257 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,144,730 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,156,412 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,724,257 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,156,412 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,567,845 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,576,885 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH P KENAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COLLEGE OF THE BLDG ARTS | |||||||
| 649 MEETING STREET | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 |
| AMERICAN SPIRITUAL ENSEMBLE | |||||||
| 146 E BELL COURT | LEXINGTON | KY | 40508 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 |
| APPALACHIAN COMMUNITY FUND | |||||||
| 1405 EAST MAGNOLIA AVENUE | KNOXVILLE | TN | 37917 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $35,000 |
| ASHLEY HALL FOUNDATION | |||||||
| 172 RUTLEDGE AVENUE | CHARLESTON | SC | 29403 | NONE | PC | FINANCIAL AID/DIVERSITY | $70,000 |
| BABY HEALTH SERVICES | |||||||
| 1401 HARRODSBURG ROAD A-420 | LEXINGTON | KY | 40504 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| BARRIER ISLANDS FREE CLINIC | |||||||
| 3226 MAYBANK HIGHWAY BLD C | JOHNS ISLAND | SC | 29455 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 |
| BELIEVING IN FOREVER | |||||||
| 209 CASTLEWOOD DRIVE | LEXINGTON | KY | 40505 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 |
| BEYOND BASIC LIFE SKILLS | |||||||
| 406 N GUM STREET | SUMMERVILLE | SC | 29485 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| BEYOND OUR WALLS | |||||||
| 2615 HARVEY AVE STE 4 | NORTH CHARLESTON | SC | 29405 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $115,000 |
| BISSELL PET FOUNDATION | |||||||
| 2345 WALKER AVE | GRAND RAPIDS | MI | 49544 | NONE | POF | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| BLACK SOIL CHARITABLE FUND | |||||||
| 820 LANE ALLEN ROAD STE 176 | LEXINGTON | KY | 40504 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 |
| BLUEGRASS COMMUNITY FOUNDATION | |||||||
| 499 E HIGH ST STE 112 | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT THE BLACK PROSPERITY INITIATIVE | $50,000 |
| BLUEGRASS LAND CONSERVANCY | |||||||
| 450 OLD VINE ST 105 | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 |
| CASA OF LEXINGTON | |||||||
| 3245 LOCH NESS DRIVE | LEXINGTON | KY | 40517 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 |
| CENTRAL KENTUCKY YOUTH ORCHESTRAS | |||||||
| 161 N MILL ST | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| CHARLESTON AREA JUSTICE MINISTRY | |||||||
| PO BOX 71416 | NORTH CHARLESTON | SC | 29415 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| CHARLESTON COLLEGIATE SCHOOL | |||||||
| 95 BROAD STREET | CHARLESTON | SC | 29401 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 |
| CHARLESTON PROMISE NEIGHBORHOOD | |||||||
| 1834 SUMMERVILLE AVE STE 200 | CHARLESTON | SC | 29405 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $114,000 |
| CHARLOTTESVILLE FREE CLINIC | |||||||
| 901 PRESTON AVE 301 | CHARLOTTESVILLE | VA | 22903 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $40,000 |
| CHRIST EPISCOPAL CHURCH | |||||||
| 100 W JEFFERSON STREET | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $75,000 |
| CHRYSALIS HOUSE INC | |||||||
| 1589 HILL RISE DRIVE | LEXINGTON | KY | 40504 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| CITY OF PROMISE | |||||||
| PO BOX 5628 | CHARLOTTESVILLE | VA | 22905 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 |
| CLIENT EARTH | |||||||
| 1000 N WEST ST STE 1200 | WILMINGTON | DE | 19801 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 |
| COMMON GOOD | |||||||
| 1015 N LIMESTONE | LEXINGTON | KY | 40505 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| COMMONWEALTH FUND FOR KET | |||||||
| 560 COOPER DR | LEXINGTON | KY | 40502 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| COMMUNITIES IN SCHOOLS OF SOUTH CAROLINA | |||||||
| 1691 TURNBULL AVE SUITE 200 | NORTH CHARLESTON | SC | 29405 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $51,000 |
| DEE NORTON CHILD ADVOCACY CENTER | |||||||
| 1061 KING ST | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| DRAYTON HALL | |||||||
| 3380 ASHLEY RIVER ROAD | CHARLESTON | SC | 29414 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 |
| DREAM CENTER CLINIC | |||||||
| 1220 SUMMER AVE | NORTH CHARLESTON | SC | 29406 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 |
| EBLEN CHARITIES | |||||||
| 23 HAMILTON STREET | ASHEVILLE | NC | 28801 | NONE | PC | HURRICANE RECOVERY | $70,000 |
| EIGHT MILLION STORIES | |||||||
| PO BOX 10557 | HOUSTON | TX | 77206 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $60,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | TO SUPPORT CLIMATE CHANGE INITIATIVE AND METHANE SAT PROJECT | $60,000 |
| FAYETTE COUNTY PUBLIC SCHOOLS | |||||||
| 450 PARK PLACE | LEXINGTON | KY | 40511 | NONE | GOV | TO SUPPORT CARTER G WOODSEN ACADEMY | $50,000 |
| FETTER HEALTH CARE NETWORK | |||||||
| 51 NASSAU STREET | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 |
| FLORENCE CRITTENTON PROGRAMS OF SC | |||||||
| 19 SAINT MARGARET STREET | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| FOCUSED ULTRASOUND | |||||||
| 1230 CEDARS COURT 206 | CHARLOTTESVILLE | VA | 22903 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| FOCUSING PHILANTHROPY | |||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | NONE | PC | TO SUPPORT VISION TO LEARN PROGRAM | $10,000 |
| FOOD CHAIN INC | |||||||
| 501 W 6TH ST STE 105 | LEXINGTON | KY | 40508 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 |
| GOD'S PANTRY FOOD BANK | |||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| GOOD FRIENDS OF THE LOWCOUNTRY | |||||||
| 164 MARKET ST STE 137 | CHARLESTON | SC | 29401 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 |
| GOOD SHEPHERD EPISCOPAL CHURCH | |||||||
| 533 E MAIN ST | LEXINGTON | KY | 40508 | NONE | PC | TO SUPPORT OUTREACH PROGRAMS | $30,000 |
| HALOS | |||||||
| 4995 LACROSS RD STE 1250 | NORTH CHARLESTON | SC | 29406 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| HEART MATH TUTORING | |||||||
| PO BOX 30623 | CHARLOTTE | NC | 28230 | NONE | PC | TO SUPPORT PROGRAMS IN CHARLESTON | $15,000 |
| HENRY CLAY MEMORIAL FOUNDATION | |||||||
| 120 SYCAMORE ROAD | LEXINGTON | KY | 40502 | NONE | PC | ARTWORK | $100,000 |
| HIGH COUNTRY CHARITABLE FOUNDATION | |||||||
| 610 BANNER ELK HWY | BANNER ELK | NC | 28604 | NONE | PC | HURRICANE RECOVERY | $65,000 |
| HIGHLANDER RESEARCH CENTER AND EDUCATION CENTER | |||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | NONE | PC | TO SUPPORT THE STAY PROJECT | $5,000 |
| HISTORIC CHARLESTON PRESERVATION FOUNDATION | |||||||
| 40 E BAY ST | CHARLESTON | SC | 29401 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 |
| HOPE CENTER | |||||||
| PO BOX 6 | LEXINGTON | KY | 40588 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| INSTITUTE FOR SHELTER CARE | |||||||
| 208 N SECOND AVENUE | LAGRANGE | KY | 40031 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 375 GREENBRIER DR SUITE 200 | CHARLOTTESVILLE | VA | 22901 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| JEFFERSON SCHOOL AFRICAN AMERICAN HERITAGE CENTER | |||||||
| 233 4TH STREET NW | CHARLOTTESVILLE | VA | 22903 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| JOSHUA COMMUNITY CONNECTORS | |||||||
| PO BOX 3133 | LOUISVILLE | KY | 40201 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $75,000 |
| JUNIOR ACHIEVEMENT OF GREATER SC | |||||||
| 2711 MIDDLEBURG DRIVE SUITE 301 | COLUMBIA | SC | 29204 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| KENTUCKY CENTER FOR ECONOMIC POLICY | |||||||
| 433 CHESTNUT ST | BEREA | KY | 40403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| KENTUCKY EQUAL JUSTICE CENTER | |||||||
| 201 W SHORT ST STE 310 | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| KENTUCKY NATURAL LANDS TRUST | |||||||
| 433 CHESTNUT ST | BEREA | KY | 40403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 |
| KENTUCKY REFUGEE MINISTRIES | |||||||
| 1710 ALEXANDRIA DR STE 2 | LEXINGTON | KY | 40504 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| KENTUCKY RESOURCE COUNCIL | |||||||
| PO BOX 1070 | FRANKFORT | KY | 40602 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $165,000 |
| KENTUCKY VOICES FOR HEALTH | |||||||
| 1640 LYNDON FARM CT STE 108 | LOUISVILLE | KY | 40223 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| KENTUCKY WATERWAYS ALLIANCE | |||||||
| 120 WEBSTER ST STE 217 | LOUISVILLE | KY | 40206 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $45,000 |
| KIDS CANCER ALLIANCE | |||||||
| PO BOX 24337 | LOUISVILLE | KY | 40224 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| KIDS ON POINT | |||||||
| PO BOX 22731 | CHARLESTON | SC | 29413 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 |
| LEARNING OUTSIDE | |||||||
| PO BOX 718 | CARLBORO | NC | 27510 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| LEXINGTON HABITAT FOR HUMANITY | |||||||
| 700 E LOUDON AVENUE | LEXINGTON | KY | 40505 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| LEXINGTON PHILHARMONIC | |||||||
| 161 N MILL ST | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 |
| LEXINGTON PUBLIC LIBRARY FOUNDATION | |||||||
| 140 E MAIN ST | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| LEXINGTON RESCUE MISSION | |||||||
| PO BOX 1050 | LEXINGTON | KY | 40588 | NONE | PC | TO SUPPORT PROJECT PEACE | $15,000 |
| LITTLE TRAVERSE CONSERVANCY | |||||||
| 3264 POWELL RD | HARBOR SPRINGS | MI | 49740 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| LOWCOUNTRY LAND TRUST | |||||||
| 635 RUTLEDGE AVE STE 107 | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $85,000 |
| MEETING STREET SCHOOLS | |||||||
| 200 MEETING ST STE 206 | CHARLESTON | SC | 29401 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $40,000 |
| METANOIA | |||||||
| 2005 REYNOLDS AVE | NORTH CHARLESTON | SC | 29405 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 |
| MICAH LEGAL SERVICES | |||||||
| 219 E SHORT STREET | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $45,000 |
| MISSION HEALTH LEXINGTON INC | |||||||
| 230 S MARTIN LUTHER KING BLVD | LEXINGTON | KY | 40508 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 |
| MOUNTAIN ASSOCIATION | |||||||
| 433 CHESTNUT ST | BEREA | KY | 40403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| MY COMMUNITY'S KEEPER | |||||||
| 7736 SUZANNE DR | NORTH CHARLESTON | SC | 29418 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| MY SISTER'S HOUSE | |||||||
| PO BOX 71171 | NORTH CHARLESTON | SC | 29415 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $55,000 |
| NEIGHBORS TOGETHER | |||||||
| 2105 COSGROVE AVENUE | NORTH CHARLESTON | SC | 29405 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| NEW MORNING FOUNDATION | |||||||
| 1501 MAIN STREET SUITE 150 | COLUMBIA | SC | 29201 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| NORTHERN HOMES CDC | |||||||
| PO BOX 86 | BOYNE CITY | MI | 49712 | NONE | PC | TO SUPPORT THE HARBOR AREA RESIDENTIAL TRUST | $35,000 |
| NORTHSIDE COMMON MARKET | |||||||
| 101 W LOUDON AVENUE SUITE 150 | LEXINGTON | KY | 40508 | NONE | PC | TO SUPPORT THE JULIETTA MARKET | $45,000 |
| NRDC - CHINA DISPERSED COAL GOVERNANCE | |||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $70,000 |
| ONE PARENT SCHOLAR HOUSE | |||||||
| PO BOX 1457 | LEXINGTON | KY | 40588 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $35,000 |
| ONE-EIGHTY PLACE | |||||||
| PO BOX 20038 | CHARLESTON | SC | 29413 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| OPEN SPACES INSTITUTE | |||||||
| 328 EAST BAY STREET | CHARLESTON | SC | 29401 | NONE | PC | SC SEA ISLANDS | $35,000 |
| OPERATION HOME | |||||||
| 2120 NOISETTE BLVD STE 124 | NORTH CHARLESTON | SC | 29405 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| PARK COUNTY ENVIRONMENTAL COUNCIL | |||||||
| PO BOX 164 | LIVINGSTON | MT | 59047 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| PATRIOT FOUNDATION | |||||||
| PO BOX 5070 | PINEHURST | NC | 28375 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $45,000 |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 100 SOUTH BOYLAN AVENUE | RALEIGH | NC | 27603 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| PORTER-GAUD SCHOOL | |||||||
| 300 ALBEMARLE RD | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 |
| POSITIVE VIBES RONJANAE SMITH INC | |||||||
| 4264 MEETING STREET RD | NORTH CHARLESTON | SC | 29405 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| READY KIDS | |||||||
| 1000 E HIGH ST | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $40,000 |
| SALISBURY SCHOOL | |||||||
| 251 CANAAN RD | SALISBURY | CT | 06068 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| SAYRE SCHOOL | |||||||
| 194 N LIMESTONE STREET | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| SC APPLESEED LEGAL JUSTICE CENTER | |||||||
| PO BOX 7187 | COLUMBIA | SC | 29202 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| SEEDLEAF INC | |||||||
| 714 NORTH LIMESTONE | LEXINGTON | KY | 40508 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| SELC | |||||||
| 201 WEST MAIN ST STE 14 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| SIN BARRERAS | |||||||
| PO BOX 6433 | CHARLOTTESVILLE | VA | 22906 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| SLAVE DWELLING PROJECT | |||||||
| PO BOX 1469 | LADSON | SC | 29456 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 |
| SMOKETOWN FAMILY WELLNESS CENTER | |||||||
| PO BOX 4692 | LOUISVILLE | KY | 40204 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| SPEAK UP FOR KIDS PBC | |||||||
| PO BOX 1896 | WEST PALM BEACH | FL | 33402 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 |
| ST ANDREWS SCHOOL | |||||||
| 350 NOXONTOWN RD | MIDDLETOWN | DE | 19709 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| ST ANNE'S-BELFIELD SCHOOL | |||||||
| 2132 IVY ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $170,000 |
| STAR GOSPEL MISSION | |||||||
| 474 MEETING STREET | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $75,000 |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | NONE | PC | TO SUPPORT PROJECTS IN THE CAROLINAS | $25,000 |
| SURGERY ON SUNDAY | |||||||
| 533 WALLER AVENUE | LEXINGTON | KY | 40504 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| TETON REGIONAL LAND TRUST | |||||||
| PO BOX 247 | DRIGGS | ID | 83422 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| THE BERRY CENTER | |||||||
| PO BOX 581 | NEW CASTLE | KY | 40049 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 |
| THE BLUEGRASS TRUST FOR HISTORIC PRESERVATION | |||||||
| 253 MARKET ST | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| THE BRIGID ALLIANCE | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| THE EVERGLADES FOUNDATION | |||||||
| 18001 OLD CUTLER ROAD STE 625 | PALMETTO BAY | FL | 33157 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| THE FORMATION PROJECT | |||||||
| PO BOX 71863 | NORTH CHARLESTON | SC | 29415 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| THE LYRIC | |||||||
| 300 E THIRD ST | LEXINGTON | KY | 40508 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| THE NATURE CONSERVANCY OF KENTUCKY | |||||||
| 114 WOODLAND AVE | LEXINGTON | KY | 40502 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| THE SALVATION ARMY | |||||||
| 736 WEST MAIN ST | LEXINGTON | KY | 40508 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| THE WOMEN'S INITIATIVE | |||||||
| 1101 E HIGH ST STE A | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $160,000 |
| TRANSYLVANIA UNIVERSITY | |||||||
| 300 N BROADWAY | LEXINGTON | KY | 40508 | NONE | PC | SCHOLARSHIPS | $20,000 |
| TURN 90 | |||||||
| 3765 LEEDS AVENUE | NORTH CHARLESTON | SC | 29405 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 |
| UNITING VOICES | |||||||
| 78 E WASHINGTON ST | CHICAGO | IL | 60602 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 |
| UNIVERSITY OF KENTUCKY | |||||||
| PO BOX 910628 | LEXINGTON | KY | 40591 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $60,000 |
| UNIVERSITY OF NORTH CAROLINA- CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | TO SUPPORT THE WINSTON CENTER | $150,000 |
| URBAN LEAGUE OF LEXINGTON | |||||||
| 148 DEWEESE ST | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT THE M.A.D.E. PROGRAM | $75,000 |
| VERMONT WILDERNESS SCHOOL | |||||||
| PO BOX 2585 | BRATTLEBORO | VT | 05303 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 |
| VIRGINIA DISCOVERY MUSEUM | |||||||
| PO BOX 1128 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| WEST END COMMUNITY EMPOWERMENT PROJECT | |||||||
| 498 GEORGETOWN STREET | LEXINGTON | KY | 40805 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| WESTMINSTER SCHOOL | |||||||
| 995 HOPMEADOW ST | SIMSBURY | CT | 06070 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 |
| WINGS FOR KIDS | |||||||
| 476 MEETING ST STE E | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $75,000 |
| WORLDWIDE HEARTS AND HANDS | |||||||
| 1604 HARMONY HALL LN | LEXINGTON | KY | 40502 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,700,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTH CAROLINA- CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | TO SUPPORT THE WINSTON CENTER | $800,000 |
| LOWCOUNTRY LAND TRUST | |||||||
| 635 RUTLEDGE AVE STE 107 | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $840,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $339 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,088,423 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $444,668 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,533,430 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,533,430 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELKHORN CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22828 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $888,784 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,050 | Amt |
| Net Investment Income | $4,025 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,025 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CAP STK - 50,000 SHS | $2,550,921 | $9,465,000 |
| AMERICAN EXPRESS CO - 8,750 SHS | $737,100 | $2,596,913 |
| BERKSHIRE HATHAWAY INC CLS A - 10 SHS | $2,547,000 | $6,809,200 |
| BERKSHIRE HATHAWAY INC CLS B - 17,750 SHS | $3,145,212 | $8,045,720 |
| COCA COLA CO - 30,091 SHS | $1,349,581 | $1,873,466 |
| ILLINOIS TOOL WKS INC - 11,500 SHS | $1,745,953 | $2,915,940 |
| INTUIT - 13,500 SHS | $1,922,942 | $8,484,750 |
| JOHNSON & JOHNSON - 27,250 SHS | $3,658,480 | $3,940,895 |
| MICROSOFT CORP - 41,500 SHS | $3,042,559 | $17,492,250 |
| NORDSON CORP - 16,667 SHS | $2,022,040 | $3,487,403 |
| NORTHERN TR CORP - 13,334 SHS | $1,296,198 | $1,366,735 |
| NOVARTIS AG - 10,000 SHS | $710,721 | $973,100 |
| PHILIP MORRIS INTL - 7,734 SHS | $908,358 | $930,787 |
| PROCTER & GAMBLE - 17,000 SHS | $1,481,550 | $2,850,050 |
| SANOFI SPONSORED ADR - 19,334 SHS | $926,292 | $932,479 |
| T ROWE PRICE GROUP - 17,500 SHS | $1,629,897 | $1,979,075 |
| VISA INC - 21,500 SHS | $2,335,613 | $6,794,860 |
| W P CAREY INC - 6,666 SHS | $421,167 | $363,164 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $33,904 | $33,904 | $0 |
| ADR FEES | $580 | $580 | $0 |
| OTHER EXPENSE | $397 | $0 | $397 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $4,835 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,835 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $39,913 | $0 | $0 |
| FOREIGN TAXES | $15,588 | $15,588 | $0 |
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