Civic Intelligence

C E and S Foundation Inc.

990PF • Fiscal year 2023 • EIN 59-2466943

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile

View Organization Page

101 South 5th Street Suite 1650Louisville, KY 40202

(502) 583-0546

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.03x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.93x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

6th percentile

-122%

Higher net margin than 6% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$275,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

46th percentile

3.9%

Faster asset growth than 46% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$74,663,120

Up $2,832,760 (+3.9%) from 2022

Net Assets

Up

$72,496,391

Up $3,146,703 (+4.5%) from 2022

Liabilities

Down

$2,166,729

Down $313,943 (-13%) from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin6th percentile

Revenue

Down

$2,318,995

Down $38,115,998 (-94%) from 2022

Expenses

Down

$5,155,325

Down $30,559,589 (-86%) from 2022

Net Income

Down

-$2,836,330

Down $7,556,409 (-160%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $57,476,280Liabilities 2011: $1,796,9542011Assets 2012: $57,580,339Liabilities 2012: $1,911,9532012Assets 2013: $56,961,724Liabilities 2013: $912,4102013Assets 2014: $61,271,486Liabilities 2014: $1,499,5792014Assets 2015: $61,842,751Liabilities 2015: $3,045,0002015Assets 2019: $72,324,838Liabilities 2019: $6,657,9052019Assets 2020: $74,952,437Liabilities 2020: $4,759,980Net Assets 2020: $70,192,4572020Assets 2021: $78,080,293Liabilities 2021: $3,472,892Net Assets 2021: $74,607,4012021Assets 2022: $71,830,360Liabilities 2022: $2,480,672Net Assets 2022: $69,349,6882022Assets 2023: $74,663,120Liabilities 2023: $2,166,729Net Assets 2023: $72,496,3912023Assets 2024: $77,295,552Liabilities 2024: $1,278,018Net Assets 2024: $76,017,5342024

Highlighted filing

2023

Assets$74,663,120
Liabilities$2,166,729
Net Assets$72,496,391
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $2,646,249Expenses 2011: $5,639,400Net Income 2011: -$2,993,1512011Revenue 2012: $4,698,853Expenses 2012: $5,683,910Net Income 2012: -$985,0572012Revenue 2013: $4,363,253Expenses 2013: $4,700,479Net Income 2013: -$337,2262013Revenue 2014: $3,654,987Expenses 2014: $2,951,665Net Income 2014: $703,3222014Revenue 2015: $5,709,315Expenses 2015: $6,768,939Net Income 2015: -$1,059,6242015Revenue 2019: $1,411,682Expenses 2019: $10,403,050Net Income 2019: -$8,991,3682019Revenue 2020: $3,352,803Expenses 2020: $4,599,012Net Income 2020: -$1,246,2092020Revenue 2021: $15,282,598Expenses 2021: $21,496,058Net Income 2021: -$6,213,4602021Revenue 2022: $40,434,993Expenses 2022: $35,714,914Net Income 2022: $4,720,0792022Revenue 2023: $2,318,995Expenses 2023: $5,155,325Net Income 2023: -$2,836,3302023Revenue 2024: $3,723,414Expenses 2024: $4,826,026Net Income 2024: -$1,102,6122024

Highlighted filing

2023

Revenue$2,318,995
Expenses$5,155,325
Net Income-$2,836,330
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TESS P MCNAIRExecutive Director, SecretaryFT$250,000$25,000$275,000
CAROL L JONESPresident, DirectorPT$0--
MATTHEW L JONESDirectorPT$0--
DAVID A JONES JRDirectorPT$0--
DAVID WESSELTreasurerPT$0--
MARY GWEN WHEELERDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
C E and S Foundation Inc
EIN
59-2466943
Phone
5025830546
Address
101 SOUTH 5TH STREET SUITE 1650, LOUISVILLE, KY 40202

Signing Officer

Name
Tess Mcnair
Title
Executive Director
Phone
5025830546
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
9300 SHELBYVILLE RD STE 1100, LOUISVILLE, KY 40222-5187
Preparer
Christine N Koenig
Phone
5024269660
Raw XML AppendixShowing 400 of 1,287 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING, TAX PREPARATION, PAYROLL
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt010026
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1NO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2NO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3NO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0FULTUM FOUNDATION INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1CRESCENT HILL FAMILY FOUNDATION INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2FULTUM FOUNDATION INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3CRESCENT HILL FAMILY FOUNDATION INC
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt112/31/23
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0THE GRANT IS TO BE USED TO ENDOW THE FULTUM FOUNDATION, INC. (GRANTEE) AND ALLOW THE GRANTEE TO MAKE GRANTS TO QUALIFIED RECIPIENT ORGANIZATIONS ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON NOVEMBER 18, 2021. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1THE GRANT IS TO BE USED TO ENDOW THE CRESCENT HILL FAMILY FOUNDATION, INC. (GRANTEE) AND ALLOW THE GRANTEE TO MAKE GRANTS TO QUALIFIED RECIPIENT ORGANIZATIONS ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON NOVEMBER 18, 2021. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2THE GRANT IS TO BE USED TO ENDOW THE FULTUM FOUNDATION, INC. (GRANTEE) AND ALLOW THE GRANTEE TO MAKE GRANTS TO QUALIFIED RECIPIENT ORGANIZATIONS ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON NOVEMBER 18, 2021. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3THE GRANT IS TO BE USED TO ENDOW THE CRESCENT HILL FAMILY FOUNDATION, INC. (GRANTEE) AND ALLOW THE GRANTEE TO MAKE GRANTS TO QUALIFIED RECIPIENT ORGANIZATIONS ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON NOVEMBER 18, 2021. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2LOUISVILLE
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0KY
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3KY
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd340202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS - DETAIL MAINTAINED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt03656374
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt03656374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04638938
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InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - DETAIL MAINTAINED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PRIVATE EQUITIES - DETAIL MAINTAINED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ETF, MORTGAGE POOLS, ASSET BACKED SECURITIES - DETAIL MAINTAINED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt016359339
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt07217
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB #1303 - DETAIL MAINTAINED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4K-1 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0464015
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2836330
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05983033
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt072496391
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt069349688
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt072496391
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03590406
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03590406
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03590406
IRS990PF/DistributableAmountGrp/IncomeTaxAmt016321
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03625396
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018669
IRS990PF/DistributableAmountGrp/TotalTaxAmt034990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0905
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017764
IRS990PF/FMVAssetsEOYAmt074663120
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02172
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02229
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02734646
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02734646
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02734646
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0734461
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0953843
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0953843
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03179013
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03656374
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03656374
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03615696
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04638938
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04638938
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt02478500
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt02164500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt097266
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0108233
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0108233
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt061542462
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt059249220
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt059249220
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt069349688
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt072496391
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0571600
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0850689
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0850689
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt071830360
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt074663120
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt074663120
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02480672
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02166729
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt071830360
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt074663120
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt069349688
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt072496391
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02089862
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02471177
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02471177
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt073612107
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0991838
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt072620269
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01104182
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03625396
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt072507925
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt073612107
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0109464
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1104750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt275525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt09951
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt110475
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt27552
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0NICOLE DIEBOLD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1ELIZABETH ALKIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2KATHERINE CZERWONKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2GRANTS AND ACCOUNTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0101 S 5TH ST ST 1650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1101 S 5TH ST ST 1650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2101 S 5TH ST ST 1650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd040202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd140202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd240202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BBR PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0173858
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0140 E 45TH STREET 26TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt250.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2250000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt225000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CAROL L JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MATTHEW L JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TESS P MCNAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID A JONES JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DAVID WESSEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MARY GWEN WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2EXECUTIVE DIRECTOR, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0101 S 5TH ST ST 1650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1101 S 5TH ST ST 1650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2101 S 5TH ST ST 1650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3101 S 5TH ST ST 1650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4101 S 5TH ST ST 1650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5101 S 5TH ST ST 1650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd040202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd140202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd240202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd340202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd440202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd540202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt05132743
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt05132743
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 SOUTH 5TH STREET STE 1650
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOUISVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd2CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd3NY
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd4CO
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd5FL
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd6LA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd7MD
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd8UT

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,663,120
Liabilities
$2,166,729
Net assets
$72,496,391
Revenue
$2,318,995
Expenses
$5,155,325
Net income
-$2,836,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.3$1.28$76.0$3.72$4.83$1.10
2023Detailed filing. Detailed filing data is available for this year.$74.7$2.17$72.5$2.32$5.16$2.84
2022Detailed filing. Detailed filing data is available for this year.$71.8$2.48$69.3$40.4$35.7$4.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.1$3.47$74.6$15.3$21.5$6.21
2020Detailed filing. Detailed filing data is available for this year.$75.0$4.76$70.2$3.35$4.60$1.25
2019Summary only. Only limited summary data is available for this year.$72.3$6.66$1.41$10.4$8.99
2015Summary only. Only limited summary data is available for this year.$61.8$3.05$5.71$6.77$1.06
2014Summary only. Only limited summary data is available for this year.$61.3$1.50$3.65$2.95$0.70
2013Summary only. Only limited summary data is available for this year.$57.0$0.91$4.36$4.70$0.34
2012Summary only. Only limited summary data is available for this year.$57.6$1.91$4.70$5.68$0.99
2011Summary only. Only limited summary data is available for this year.$57.5$1.80$2.65$5.64$2.99