FOUNDATION FOR APPALACHIAN KENTUCKY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR APPALACHIAN KENTUCKY INC (EIN 61-1329396)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201933179349304793
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T13:03:29-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 813 WEST SECOND STREET | AddressLine1Txt |
| City | SEYMOUR | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611329396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR APPALACHIAN KENTUCKY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 6064391357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 MAIN STREET | AddressLine1Txt |
| City | HAZARD | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERRY ROLL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6064391357 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KANDY L WISCHMEIER CPA | PreparerPersonNm |
| PTIN | P00118327 | PTIN |
| Phone | 8125228416 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.109.186.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 12:19:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7C7B47936940A20FE0123DA9B400AB0E4818A817 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GERRY ROLL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 MAIN STREET | AddressLine1Txt |
| City | HAZARD | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,049,011 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.APPALACHIANKY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO RECEIVE, HOLD, HANDLE, ADMINISTER, INVEST, AND REINVEST MONEY AND PROPERTY OF ALL KINDS RECEIVED BY GIFT, DEVISE, PAYMENTS, BEQUEST, OR APPOINTMENT, IN TRUST OR OTHERWISE, FOR CHARITABLE PURPOSES, PRIMARILY IN, OR FOR THE BENEFIT OF, THE PEOPLE OF SOUTHEASTERN KENTUCKY, INCLUDING FOR SUCH PURPOSES AS -A. TO ASSIST COMMUNITIES AND ORGANIZATIONS IN PROVIDING INNOVATIVE, HIGH-QUALITY PROGRAMS AND SERVICES TO THE RESIDENTS OF SOUTHEASTERN KENTUCKY.B. TO ADMINISTER FOR CHARITABLE PURPOSES PROPERTY DONATED TO THE CORPORATION;C. TO DISTRIBUTE MONEY FOR SUCH PURPOSES IN ACCORDANCE WITH THE TERMS OF GIFTS, BEQUESTS, OR DEVISES TO THE CORPORATION NOT INCONSISTENT WITH ITS PURPOSES, AS SET FORTH IN THESE ARTICLES OF INCORPORATION, OR IN ACCORDANCE WITH DETERMINATIONS MADE BY THE BOARD OF DIRECTORS PURSUANT TO THESE ARTICLES OF INCORPORATION; ANDD. TO DISTRIBUTE PROPERTY TO QUALIFIED CHARITABLE ORGANIZATIONS FOR CHARITABLE PURPOSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,108,195 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,217,976 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,757 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,042 | CYProgramServiceRevenueAmt |
| PY Investment Income | $108,312 | PYInvestmentIncomeAmt |
| CY Investment Income | $417,919 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$30,562 | PYOtherRevenueAmt |
| CY Other Revenue | -$40,577 | CYOtherRevenueAmt |
| PY Total Revenue | $3,191,702 | PYTotalRevenueAmt |
| CY Total Revenue | $2,597,360 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $759,082 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,130,784 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $286,168 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $504,492 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $207,645 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $663,913 | PYOtherExpensesAmt |
| CY Other Expenses | $845,405 | CYOtherExpensesAmt |
| PY Total Expenses | $1,709,163 | PYTotalExpensesAmt |
| CY Total Expenses | $2,480,681 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,482,539 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $116,679 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,246,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,915,194 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $111,966 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $138,732 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,135,026 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,776,462 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO BE A CATALYST FOR COMMUNITY COLLABORATION AND CHARITABLE GIVING; TO CREATE PERMANENT ENDOWMENT FUNDS AS A SUSTAINING RESOURCE TO IMPROVE QUALITY OF LIFE AND PLACE IN EASTERN KENTUCKY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,019,794 | ExpenseAmt |
| Grant | $1,130,784 | GrantAmt |
| Revenue | $2,042 | RevenueAmt |
| Desc | DURING THE PAST YEAR, THE FOUNDATION:*CONTINUED TO OPERATE AND ESTABLISH A WELL-GROUNDED, WELL KNOWN AND WELL REGARDED OFFICE AND STAFF IN THE HEART OF THE SOUTHEASTERN KENTUCKY COAL FIELDS WHILE ESTABLISHING AND PARTICIPATING IN REGIONAL INITIATIVES TO TRANSITION TO A DIVERSE ECONOMY AS THE COAL INDUSTRY CONTINUES TO DECLINE;*MET NATIONAL STANDARDS FOR US COMMUNITY FOUNDATIONS AS SET FORTH BY THE COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD AT THE NATIONAL COUNCIL ON FOUNDATIONS;*HAD OVER $3.2 MILLION ASSETS UNDER MANAGEMENT IN OVER 90 FUNDS WITH MORE THAN 2,300 DONORS, AND A MAILING LIST OF OVER 3,000 PEOPLE;*PROVIDED FISCAL AND ADMINISTRATIVE SPONSORSHIPS FOR OVER 10 ORGANIZATIONS; AND*PROVIDED LEADERSHIP AND SUPPORT TO THE APPALACHIA FUNDERS NETWORK, A COLLABORATIVE OF 80+ PUBLIC AND PRIVATE FUNDERS WORKING TOGETHER TO BUILD COMMUNITY CAPACITY AND PROMOTE AN EQUITABLE ECONOMIC TRANSITION INTO NEW AND EMERGING SECTORS AS THE COAL INDUSTRY CONTINUES TO DECLINE. | Desc |
| Total Program Service Expenses | $2,019,794 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6064391357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 MAIN STREET | AddressLine1Txt |
| City | HAZARD | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RODNEY CHRISMAN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOEL BRASHEAR | ||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRIS GOOCH | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CRISSY FISCUS | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEITH GABBARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIA BRAMAN MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEOFF MARIETTA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANNY MAGGARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALISON F DAVIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERRY ROLL | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $84,000 | $0 | $11,641 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $84,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,641 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $55,532 | FundraisingAmt |
| All Other Contributions | $2,162,444 | AllOtherContributionsAmt |
| Total Contributions | $2,217,976 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,042 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,042 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,042 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,703 | TotalRevenueColumnAmt |
| Exclusion | $106,703 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,722,290 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,411,074 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $311,216 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $311,216 | TotalRevenueColumnAmt |
| Exclusion | $311,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $55,532 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $40,577 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$40,577 | TotalRevenueColumnAmt |
| Exclusion | -$40,577 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,597,360 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,042 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $377,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,288 | TotalAmt |
| Program Services | $392,288 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $738,496 | TotalAmt |
| Program Services | $738,496 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,641 | TotalAmt |
| Program Services | $27,736 | ProgramServicesAmt |
| Management And General | $41,126 | ManagementAndGeneralAmt |
| Fundraising | $26,779 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,346 | TotalAmt |
| Program Services | $150,363 | ProgramServicesAmt |
| Management And General | $97,888 | ManagementAndGeneralAmt |
| Fundraising | $63,095 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,019 | TotalAmt |
| Program Services | $26,339 | ProgramServicesAmt |
| Management And General | $24,116 | ManagementAndGeneralAmt |
| Fundraising | $15,564 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,486 | TotalAmt |
| Program Services | $13,878 | ProgramServicesAmt |
| Management And General | $10,695 | ManagementAndGeneralAmt |
| Fundraising | $6,913 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,856 | TotalAmt |
| Program Services | $33,856 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,785 | TotalAmt |
| Program Services | $477,155 | ProgramServicesAmt |
| Management And General | $19,693 | ManagementAndGeneralAmt |
| Fundraising | $3,937 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,975 | TotalAmt |
| Program Services | $300 | ProgramServicesAmt |
| Fundraising | $47,675 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,579 | TotalAmt |
| Program Services | $8,771 | ProgramServicesAmt |
| Management And General | $9,037 | ManagementAndGeneralAmt |
| Fundraising | $8,771 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,218 | TotalAmt |
| Program Services | $2,052 | ProgramServicesAmt |
| Management And General | $2,114 | ManagementAndGeneralAmt |
| Fundraising | $2,052 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151 | TotalAmt |
| Program Services | $334 | ProgramServicesAmt |
| Management And General | $495 | ManagementAndGeneralAmt |
| Fundraising | $322 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,802 | TotalAmt |
| Program Services | $31,536 | ProgramServicesAmt |
| Management And General | $16,877 | ManagementAndGeneralAmt |
| Fundraising | $17,389 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,272 | TotalAmt |
| Program Services | $14,135 | ProgramServicesAmt |
| Management And General | $7,455 | ManagementAndGeneralAmt |
| Fundraising | $7,682 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,933 | TotalAmt |
| Program Services | $3,608 | ProgramServicesAmt |
| Management And General | $3,717 | ManagementAndGeneralAmt |
| Fundraising | $3,608 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,328 | TotalAmt |
| Management And General | $14,328 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $88,942 | $88,942 | ||
| MISCELLANEOUS | $11,386 | $7,160 | $2,146 | $2,080 |
| REPAIRS AND MAINTENANCE | $8,178 | $2,845 | $3,555 | $1,778 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,480,681 | TotalAmt |
| Program Services | $2,019,794 | ProgramServicesAmt |
| Management And General | $253,242 | ManagementAndGeneralAmt |
| Fundraising | $207,645 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,880 | BOYAmt |
| EOY | $230,257 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,088 | BOYAmt |
| EOY | $241,273 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,421 | BOYAmt |
| EOY | $27,668 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $385,364 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,374 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,152 | BOYAmt |
| EOY | $351,990 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,009,929 | BOYAmt |
| EOY | $4,949,139 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,210,522 | BOYAmt |
| EOY | $3,114,867 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,246,992 | BOYAmt |
| EOY | $8,915,194 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,943 | BOYAmt |
| EOY | $44,881 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,023 | BOYAmt |
| EOY | $93,851 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,966 | BOYAmt |
| EOY | $138,732 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,433 | BOYAmt |
| EOY | $357,650 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,240,625 | BOYAmt |
| EOY | $5,608,911 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,555,968 | BOYAmt |
| EOY | $2,809,901 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,135,026 | BOYAmt |
| EOY | $8,776,462 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,246,992 | BOYAmt |
| EOY | $8,915,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $116,679 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$715,248 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $162,912 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $77,093 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $555,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $827,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,784,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,108,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,217,976 | CurrentTaxYearAmt |
| Total | $8,493,647 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $555,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $827,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,784,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,108,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,217,976 | CurrentTaxYearAmt |
| Total | $8,493,647 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,860,669 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,632,978 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,416 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,703 | CurrentTaxYearAmt |
| Total | $433,637 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,927,284 | TotalSupportAmt |
| Public Support CY170 | 0.51900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 4 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $171,966 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $244,450 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $307,991 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,954,170 | BeginningYearBalanceAmt |
| Contributions | $445,232 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,856,100 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $229,582 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $49,406 | AdministrativeExpensesAmt |
| End Year Balance | $3,264,314 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,792,150 | BeginningYearBalanceAmt |
| Contributions | $3,145,329 | ContributionsAmt |
| Investment Earnings Or Losses | $480,105 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $802,749 | GrantsOrScholarshipsAmt |
| Other Expenditures | $632,935 | OtherExpendituresAmt |
| Administrative Expenses | $27,730 | AdministrativeExpensesAmt |
| End Year Balance | $8,954,170 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,108,899 | BeginningYearBalanceAmt |
| Contributions | $1,285,470 | ContributionsAmt |
| Investment Earnings Or Losses | $178,169 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $346,841 | GrantsOrScholarshipsAmt |
| Other Expenditures | $410,376 | OtherExpendituresAmt |
| Administrative Expenses | $23,171 | AdministrativeExpensesAmt |
| End Year Balance | $6,792,150 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,053,033 | BeginningYearBalanceAmt |
| Contributions | $716,441 | ContributionsAmt |
| Investment Earnings Or Losses | -$25,942 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $446,246 | GrantsOrScholarshipsAmt |
| Other Expenditures | $167,740 | OtherExpendituresAmt |
| Administrative Expenses | $20,647 | AdministrativeExpensesAmt |
| End Year Balance | $6,108,899 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,896,542 | BeginningYearBalanceAmt |
| Contributions | $591,575 | ContributionsAmt |
| Investment Earnings Or Losses | $95,960 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $365,397 | GrantsOrScholarshipsAmt |
| Other Expenditures | $139,886 | OtherExpendituresAmt |
| Administrative Expenses | $25,761 | AdministrativeExpensesAmt |
| End Year Balance | $6,053,033 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00310 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.99690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,878 | DepreciationAmt |
| Book Value | $285,451 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,914 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,612 | DepreciationAmt |
| Book Value | $302 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,121 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,884 | DepreciationAmt |
| Book Value | $66,237 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $351,990 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN CHARITABLE LEAD ANNUITY TRUST | $3,101,943 |
| OTHER ASSETS | $12,924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,114,867 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | CUSTODIAL FUNDS REPRESENTS FUNDS PLACED ON DEPOSIT WITH THE ORGANIZATION BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. THE ORGANIZATION ACCOUNTS FOR THESE TRANSFERS AS A LIABLITY IN ACCORDANCE WITH STATEMENT OF FINANCIAL ACCOUNTING STANDARDS NO. 136. INCOME IS ADDED TO THESE FUNDS PERIODICALLY IN ACCORDANCE WITH THE ORGANIZATIONS INVESTMENT ALLOCATION POLICIES. |
| PART V, LINE 4: | TO SUPPORT CHARITABLE PURPOSES OF APPALACHIAN KENTUCKY. |
| PART X, LINE 2: | THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RUN FOR THE HILLS CHARITY CHALLENGE | Event1Nm |
| Gross Receipts Event1 | $55,532 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $55,532 | CharitableContriEvent1Amt |
| Cash Prizes Event1 | $37,666 | CashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $2,911 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $55,532 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $55,532 | CharitableContributionsTotAmt |
| Cash Prizes Total Events | $37,666 | CashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,911 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $40,577 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$40,577 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABILENE CHRISTIAN SCHOOL | |||||||
| 2550 N JUDGE ELY BLVD | ABILENE | TX | 79601 | 752137523 | 501C3 | $20,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| APPALACHIAN ARTISAN CENTER | |||||||
| PO BOX 833 | HINDMAN | KY | 41822 | 611369294 | 501C3 | $25,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| APPALSHOP | |||||||
| 91 MADISON AVE | WHITESBURG | KY | 41858 | 610890210 | 501C3 | $5,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| CHAVIES CHURCH OF GOD | |||||||
| 185 HUNTER DRIVE | HAZARD | KY | 41701 | 501C3 | $5,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION | |
| COUNTY LINE COMMUNITY CHURCH | |||||||
| 30 PADS BRANCH ROAD | HAZARD | KY | 41701 | 208732193 | 501C3 | $5,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| COWAN COMMUNITY ACTION GROUP INC | |||||||
| PO BOX 268 | WHITESBURG | KY | 41858 | 611396831 | 501C3 | $10,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| DAVIDSON BAPTIST CHURCH | |||||||
| 1912 KY HWY 28 | HAZARD | KY | 41701 | 610947877 | 501C3 | $5,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| DWAYNE WALKER FUNERAL HOME | |||||||
| PO BOX 947 | HYDEN | KY | 41749 | 501C3 | $5,725 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION | |
| EASTERN KENTUCKY PRIDE | |||||||
| 2292 S HWY 27 | SOMERSET | KY | 42501 | 611321358 | 501C3 | $12,587 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| FRANKLIN ROAD ACADEMY | |||||||
| 4700 FRANKLIN ROAD | NASHVILLE | TN | 37220 | 621138075 | 501C3 | $50,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| HINDMAN SETTLEMENT SCHOOL | |||||||
| PO BOX 844 | HINDMAN | KY | 41822 | 610447248 | 501C3 | $57,500 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| KENTUCKY NATURAL LANDS TRUST INC | |||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | 611276913 | 501C3 | $5,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| LEE INITIATIVE INC | |||||||
| 610 W MAGNOLIA AVE | LOUISVILLE | KY | 40208 | 823884798 | 501C3 | $5,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| MACED | |||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | 310900246 | 501C3 | $5,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| NEW BEGINNINGS LEARNING CENTER | |||||||
| 151 MISS EDNA LANE | HAZARD | KY | 41701 | 501C3 | $67,100 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION | |
| OAKDALE CHRISTIAN ACADEMY | |||||||
| 5801 BEATTYVILLE RD | JACKSON | KY | 41339 | 610605703 | 501C3 | $10,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| PERRY COUNTY ECONOMIC DEVELOPMENT BOARD | |||||||
| PO BOX 1059 | HAZARD | KY | 41702 | 473338245 | 501C3 | $5,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| PERRY COUNTY FAIR INC | |||||||
| PO DRAWER 210 | HAZARD | KY | 41702 | 473857015 | 501C3 | $5,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| PERRY COUNTY SCHOOL DISTRICT | |||||||
| 315 PARK AVENUE | HAZARD | KY | 41701 | 501C3 | $15,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION | |
| ROCK BOTTOM BAPTIST CHURCH | |||||||
| 3867 STATE HWY 2022 | BUCKHORN | KY | 41721 | 501C3 | $5,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION | |
| USA DRONE PORT | |||||||
| ONE COMMUNITY COLLEGE DR | HAZARD | KY | 41701 | 501C3 | $10,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION | |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20090 | 131610451 | 501C3 | $12,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | 202370934 | 501C3 | $36,000 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGAINZATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 63 | RecipientCnt |
| Cash Grant | $738,496 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS THAT ARE PAID OUT ARE PAID THROUGH PASS-THROUGH FUNDS. ALL DOCUMENTATION IS KEPT ON FILE REGARDING ANY GRANTS PAID. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 IS REVIEWED AND APPROVED BY THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL ACTIVITIES ARE REVIEWED AND BROUGHT BEFORE THE BOARD FOR APPROVAL AND DISAPPROVAL. ANY ACTIVITY THOUGHT TO BE A POSSIBLE CONFLICT IS OR WILL BE BROUGHT TO THE ATTENTION OF THE FOUNDATION LEGAL COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD SETS THE SALARY AND WAGES FOR ALL EMPLOYEES. SUCH ITEMS ARE DISCUSSED AND VOTED ON AT THE REGULARLY MONTHLY MEETINGS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY ARE ALL AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 477,155. MANAGEMENT AND GENERAL EXPENSES 19,693. FUNDRAISING EXPENSES 3,937. TOTAL EXPENSES 500,785. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT 78,921. SFAS 136 ADJUSTMENT -1,828. |
| FORM 990, PART XII, LINE 2C | THE PROCEDURES THAT THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE DURING THE YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILANTHROPIC CAPITAL FUND FOR SOUTHEAST KENTUCKY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 MAIN STREET | AddressLine1Txt |
| City | HAZARD | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821925378 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILANTHROPIC CAPITAL FUND FOR SOUTHEAST KENTUCKY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $200,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments