BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION (EIN 31-1145221)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-10-22
IRS object ID
202532959349300318
Schema version
2024v5.0
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)
Return2025-10-22T11:04:43-04:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

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 Line1809 MORTON AVE 200AddressLine1Txt
CityBARDSTOWNCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

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)
PersonLISA JOHNSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5023318860PhoneNum
Signature2025-09-26SignatureDt
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
Preparation2025-09-26PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$193,902GrossReceiptsAmt
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 Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$170,475PYContributionsGrantsAmt
CY Contributions Grants$167,304CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$16,475PYInvestmentIncomeAmt
CY Investment Income$26,598CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$186,950PYTotalRevenueAmt
CY Total Revenue$193,902CYTotalRevenueAmt
PY Grants And Similar Paid$132,015PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$150,026CYGrantsAndSimilarPaidAmt
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$14,809PYOtherExpensesAmt
CY Other Expenses$10,511CYOtherExpensesAmt
PY Total Expenses$146,824PYTotalExpensesAmt
CY Total Expenses$160,537CYTotalExpensesAmt
PY Revenues Less Expenses$40,126PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$33,365CYRevenuesLessExpensesAmt
Total Assets BOY$652,198TotalAssetsBOYAmt
Total Assets EOY$720,299TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$652,198NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$720,299NetAssetsOrFundBalancesEOYAmt
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$150,956ExpenseAmt
Grant$150,026GrantAmt
DescPROVIDE SUPPORT FOR THE GO READ PROGRAM, COLLEGE AND CAREER READINESS, AND PROVIDE TEACHERS WITH CLASSROOM ITEMS.Desc
Total Program Service Expenses$150,956TotalProgramServiceExpensesAmt
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
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 (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
AMY FARRELL
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DWIGHT NEWTON
VICE PRESIDE1.00Yes (X)Yes (X)$0$0$0
LISA JOHNSON
TREASURER1.00Yes (X)Yes (X)$0$0$0
RACHEL MILLER
SECRETARY1.00Yes (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
SUSAN RAPIER
DIRECTOR1.00Yes (X)$0$0$0
JACOB SHAMS
DIRECTOR1.00Yes (X)$0$0$0
SHARON SHANKS
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$167,304AllOtherContributionsAmt
Total Contributions$167,304TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,045TotalRevenueColumnAmt
Related Or Exempt Func Income$15,045RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$11,553OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$11,553OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,553TotalRevenueColumnAmt
Related Or Exempt Func Income$11,553RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$193,902TotalRevenueColumnAmt
Related Or Exempt Func Income$26,598RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$149,591TotalAmt
Program Services$149,591ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$435TotalAmt
Program Services$435ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,050TotalAmt
Management And General$2,050ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,535TotalAmt
Management And General$5,535ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,377TotalAmt
Management And General$1,377ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$589TotalAmt
Management And General$589ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
WORKFORCE SIGN$930$930
STATE FILING FEE$30$30

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$160,537TotalAmt
Program Services$150,956ProgramServicesAmt
Management And General$9,581ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$98,355BOYAmt
EOY$119,786EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$553,843BOYAmt
EOY$600,513EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$652,198BOYAmt
EOY$720,299EOYAmt

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$646,793BOYAmt
EOY$716,329EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,405BOYAmt
EOY$3,970EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$652,198BOYAmt
EOY$720,299EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$652,198BOYAmt
EOY$720,299EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$33,365ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$34,736NetUnrlzdGainsLossesInvstAmt
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 Minus3 Years$298,747CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,986CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$170,475CurrentTaxYearMinus1YearAmt
Current Tax Year$167,304CurrentTaxYearAmt
Total$683,512TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$298,747CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,986CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$170,475CurrentTaxYearMinus1YearAmt
Current Tax Year$167,304CurrentTaxYearAmt
Total$683,512TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$683,512PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$78CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,542CurrentTaxYearMinus1YearAmt
Current Tax Year$26,598CurrentTaxYearAmt
Total$43,286TotalAmt
FieldValueIRS element (for citing)
Total Support$726,798TotalSupportAmt
Gross Receipts Rltd Activities$42,827GrossReceiptsRltdActivitiesAmt
Public Support CY1700.94040PublicSupportCY170Pct
Public Support PY1700.96870PublicSupportPY170Pct
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtRecipient EINRecipientEIN
BARDSTOWN CITY SCHOOLS
308 NORTH 5TH STBARDSTOWNKY40004GOV$125,000GO READ PROGRAM
BARDSTOWN CITY SCHOOLS
308 NORTH 5TH STBARDSTOWNKY40004GOV$15,000COLLEGE AND CAREER R
CENTRAL KENTUCKY COMMUNITY FOUNDATI
200 JIM OWEN DRELIZABETHTOWNKY42701$6,000ENDOWMENT FUND616035002

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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