2024-10-21T09:54:00-05:00 2024-06-30 990 2023-07-01 610518029 BLUEGRASS TRUST FOR HISTORIC PRESERVATION INC BLUE 8592530362 210 NORTH BROADWAY LEXINGTON KY 40507 JONATHON COLEMAN EXECUTIVE DIRECTOR 8592530362 2024-10-16 1 2023 2024-10-15 13:58:12Z X JONATHAN COLEMAN 210 NORTH BROADWAY LEXINGTON KY 40507 824634 0 X WWW.BLUEGRASSTRUST.ORG X 1955 KY OUR MISSION IS TO BE CENTRAL KENTUCKY'S RESOURCE FOR PROTECTING, REVITALIZING, AND PROMOTING OUR HISTORIC PLACES, ENHANCING THE QUALITY OF LIFE FOR ALL. OUR VISION IS TO LIVE IN A COMMUNITY THAT HONORS ITS DIVERSE CULTURAL LEGACIES THROUGH HISTORIC PRESERVATION. 20 20 4 100 0 0 324614 218070 6781 17715 46576 88225 80013 74549 457984 398559 0 100000 0 0 215019 367869 0 0 35509 332867 331539 547886 799408 -89902 -400849 6506611 5482268 28219 26173 6478392 5456095 X OUR MISSION IS TO BE CENTRAL KENTUCKY'S RESOURCE FOR PROTECTING, REVITALIZING, AND PROMOTING OUR HISTORIC PLACES, ENHANCING THE QUALITY OF LIFE FOR ALL. OUR VISION IS TO LIVE IN A COMMUNITY THAT HONORS ITS DIVERSE CULTURAL LEGACIES THROUGH HISTORIC PRESERVATION. 0 0 155003 HISTORIC PRESERVATION EDUCATION: THE BLUE GRASS TRUST EDUCATES CENTRAL KENTUCKIANS ON THE BENEFITS AND PRACTICES OF HISTORIC PRESERVATION. OUR EDUCATIONAL PROGRAMMING INCLUDES: DETOURS: FOUNDED IN JANUARY 2011, THE MONTHLY BLUE GRASS TRUST DETOURS PROGRAM IS DESIGNED TO PROVIDE FREE, EASILY ACCESSIBLE TOURS OF PLACES THE PUBLIC CANNOT NORMALLY ACCESS, HELPING PEOPLE INTERACT WITH AND LEARN ABOUT THE HISTORIC PLACES THAT MAKE CENTRAL KENTUCKY SPECIAL. TOUR THE HISTORIC BLUEGRASS: FREE PRINT AND DIGITAL SELF-GUIDED TOURS OF THE HISTORIC DISTRICT DESIGNATIONS IN FAYETTE COUNTY, ALONG WITH THEMATIC TOURS ON SUCCESSFUL EXAMPLES OF ADAPTIVE REUSE OF HISTORIC PROPERTIES. THE HOPEMONT LECTURE: NAMED AFTER THE 1814 HOME THAT SPURRED THE CREATION OF THE BLUE GRASS TRUST, THE HOPEMONT LECTURE BRINGS THE NATION'S FOREMOST PRESERVATIONISTS AND HISTORIANS TO CENTRAL KENTUCKY. FREE AND OPEN TO THE PUBLIC, THE LECTURES INCLUDE A WORKSHOP FOR KENTUCKY'S PRESERVATION PROFESSIONALS AND A COMMUNITY VOLUNTEER ACTION. PRESERVATION MATTERS: THE BLUE GRASS TRUST'S SIGNATURE BIANNUAL PUBLICATION INFORMS THOUSANDS OF THE SWEEPING, BENEFICIAL IMPACTS OF PRESERVATION IN CENTRAL KENTUCKY. AMPLIFYING PRESERVATION SUCCESS STORIES, INSIGHTFUL LOCAL HISTORIES, IMPORTANT ADVOCACY WORK, AND HELPFUL RESOURCES, PRESERVATION MATTERS IS FREE IN BOTH PRINT AND DIGITAL FORMS AND IS MAILED TO APPROXIMATELY 6,000 HOUSEHOLDS ANNUALLY. 239709 100000 15000 HISTORIC PRESERVATION ADVOCACY: THE BLUE GRASS TRUST LENDS OUR VOICE TO HISTORIC PRESERVATION EFFORTS IN OUR CENTRAL KENTUCKY COMMUNITIES. OUR ADVOCACY WORK INCLUDES: COMMUNITY OUTREACH: THROUGH PROGRAMS, EVENTS, AND OUTREACH EFFORTS, WE STRIVE TO RAISE AWARENESS ABOUT THE IMPORTANCE OF PRESERVING THE REGION'S CULTURAL HERITAGE AND LEGACY FOR FUTURE GENERATIONS, ACTIVELY ADVOCATING FOR POLICIES, PROGRAMS, AND INITIATIVES THAT PROTECT AND PROMOTE HISTORIC SITES, BUILDINGS, NEIGHBORHOODS, AND LANDSCAPES THROUGH MEANS SUCH AS HIGHLIGHTING DEMOLITION THREATS AND ORGANIZING PETITIONS TO SAVE ENDANGERED BUILDINGS. IN 2023-2024, WE LED THE COMMUNITY EFFORTS TO SAVE 13 NATIONAL-REGISTER-LISTED BUILDINGS FROM DEMOLITION AND SUCCESSFULLY ARGUED AGAINST UNFAIR BOND REQUIREMENTS FOR PRESERVATION ADVOCACY AT THE KENTUCKY SUPREME COURT. PRESERVATION AWARDS: FOR OVER 30 YEARS, THE PRESERVATION AWARDS HAVE HIGHLIGHTED THE POSITIVE, FAR-REACHING IMPACT THAT PRESERVATION PLAYS IN CENTRAL KENTUCKY BY HONORING INDIVIDUALS, PROJECTS, AND ORGANIZATIONS THAT EXEMPLIFY THE PROMOTION, AWARENESS, OR PRACTICE OF HISTORIC PRESERVATION WITHIN THE CENTRAL KENTUCKY REGION. PRESERVING PALMER PHARMACY: SAVED FROM DEMOLITION IN 2017, THE BLUE GRASS TRUST HAS LED THE EFFORT TO FIND A NEW STEWARD FOR HISTORIC PALMER PHARMACY, A MID-CENTURY GEM WITH AN IMPORTANT CIVIL RIGHTS STORY, LOCATED IN LEXINGTON'S EAST END NEIGHBORHOOD. THE BLUE GRASS TRUST WAS ABLE TO RAISE $100,000 TO OFFSET THE RENOVATION COSTS AND ASSISTED THE NEW STEWARD WITH PRESERVATION CONSULTING. THE BUILDING REOPENED AS THE MARKSBURY FAMILY WAYPOINT CENTER OF THE UNITED WAY OF THE BLUEGRASS AT HISTORIC PALMER PHARMACY IN MAY 2024. 238241 2485 DIRECT HISTORIC PRESERVATION SERVICES: THE BLUE GRASS TRUST SERVES AS A RESOURCE AND GUIDE TO HELP CENTRAL KENTUCKIANS IN THEIR HISTORIC PRESERVATION EFFORTS WHILE ENGAGING IN PRESERVATION STEWARDSHIP PROJECTS OF OUR OWN. OUR SERVICES INCLUDE: CONSULTATION AND ADVISING: THROUGH ITS PROFESSIONAL STAFF AND FREE DIGITAL RESOURCES ON ITS WEBSITE, THE BLUE GRASS TRUST ASSISTS MEMBERS OF OUR COMMUNITIES IN FINDING RESOURCES AND FUNDING, NAVIGATING THEIR HISTORIC PRESERVATION PROJECTS, AND UNDERSTANDING THE NATIONAL REGISTER AND HISTORIC TAX CREDIT PROGRAMS. IN THIS YEAR WE CONSULTED, ADVISED, OR OTHERWISE ASSISTED WITH COMMUNITY PRESERVATION EFFORTS, LARGE AND SMALL, IN EVERY CENTRAL KENTUCKY COUNTY AND FIELDED AROUND 100 DIRECT REQUESTS FOR PRESERVATION ASSISTANCE. PROPERTY STEWARDSHIP: THE BLUE GRASS TRUST DIRECTLY STEWARDS FOUR UNIQUE HISTORIC PROPERTIES, THREE OF WHICH ARE ON THE NATIONAL REGISTER OF HISTORIC PLACES AND ALL OF WHICH ARE WITHIN HISTORIC DESIGNATION OVERLAYS. THESE PROPERTIES INCLUDE HOPEMONT, LATROBE'S POPE VILLA, ENDICOTT COTTAGE, AND THE DR. THOMAS HUNT MORGAN HOUSE. IN 2023-2024, WE INVESTED ALMOST $450,000 FOR A VITAL RESTORATION OF HOPEMONT, BUILT IN 1814. THE PLAQUE PROGRAM: THE BGT PLAQUE PROGRAM COULD BE CONSIDERED THE BLUE GRASS TRUST'S MOST VISIBLE PROGRAM. THE PLAQUE SERVES AS A VISUAL SYMBOL OF CIVIC PRIDE THAT IS MEANT TO SIGNIFY RESPECT AND APPRECIATION FOR THE HISTORIC VALUE OF THE PROPERTIES. IT CALLS ATTENTION TO BUILDINGS OF ARCHITECTURAL OR HISTORIC SIGNIFICANCE THAT ARE AT LEAST FIFTY YEARS OLD. OVER 800 PLAQUES HAVE BEEN AWARDED SINCE THE PROGRAM BEGAN IN THE EARLY 1970S, AND FOURTEEN NEW BUILDINGS WERE ADDED THIS YEAR. 632953 1 1 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 4 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 0 1 0 0 KY X THE ORGANIZATION 8592530362 201 NORTH MILL STREET LEXINGTON KY 40507 X EUGENE YOUNG TREASURER 5.00 X X 0 0 0 JANIE-RICE BROTHER DIRECTOR 1.00 X 0 0 0 GENEVA DONALDSON DIRECTOR 1.00 X 0 0 0 MAUREEN PETERS SECRETARY 5.00 X X 0 0 0 DAVE ELBON DIRECTOR 1.00 X 0 0 0 STEVE GARDNER DIRECTOR 1.00 X 0 0 0 WANDA JACQUITH DIRECTOR 1.00 X 0 0 0 KATHY CHOPRA DIRECTOR 1.00 X 0 0 0 BRENNA PYE DIRECTOR 1.00 X 0 0 0 LUCY JONES DIRECTOR 1.00 X 0 0 0 RICK QUEEN DIRECTOR 1.00 X 0 0 0 RICHARD SHEIN DIRECTOR 1.00 X 0 0 0 CAROL MARTIN DIRECTOR 1.00 X 0 0 0 MIKE MEUSER PRESIDENT 5.00 X X 0 0 0 DAN VIVIAN VICE PRESIDENT 5.00 X X 0 0 0 DIEDRA B DENNIE DIRECTOR 1.00 X 0 0 0 EMILY BERGERON DIRECTOR 1.00 X 0 0 0 BEVERLY FORTUNE DIRECTOR 1.00 X 0 0 0 PHILIP TIBBS DIRECTOR 1.00 X 0 0 0 TERRI KELLY DIRECTOR 1.00 X 0 0 0 0 0 0 1 0 0 0 0 16672 201398 218070 PROGRAM SERVICE REVENU 900099 15000 15000 BGT PLAQUE PROGRAM 900099 2485 2485 POPE VILLA TOURS 900099 230 230 17715 34649 34649 81859 7310 74549 74549 74549 472341 394307 24458 78034 -24458 53576 -24458 78034 398559 67806 0 112683 100000 100000 145250 101675 29050 14525 164430 138363 21555 4512 6236 4834 1019 383 28443 22046 4648 1749 23510 18223 3842 1445 9141 9141 5895 5895 10379 10379 51479 31480 19999 21850 2261 19589 27942 23140 4802 849 849 47881 47881 46896 42861 4035 PROGRAM AND EVENT EXPEN 49368 49368 REPAIRS AND MAINTENANCE 28631 28631 STEWARDSHIP AND DEVELOP 24470 11575 12895 MISCELLANEOUS 4557 4557 2201 625 1576 799408 632953 130946 35509 230545 77418 514802 4831 5000 0 4506 0 12451 5020 2029105 289579 931361 1739526 1406209 1529586 3401737 2125887 6506611 5482268 9084 16464 19135 9709 28219 26173 X 0 0 0 0 6478392 5456095 6478392 5456095 6506611 5482268 -400849 -621448 0 X 0 0 0 X 346145 312524 239880 324614 218070 1441233 259371 290987 550358 605516 312524 530867 324614 218070 1991591 0 0 0 1991591 50953 38388 44078 33584 34649 201652 50953 38388 44078 33584 34649 201652 40930 71758 59864 80013 71549 324114 697399 422670 634809 438211 324268 2517357 0.79110 0.79320 0.08010 0.07920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 110000 110000 1900506 281386 1619120 18599 8193 10406 1739526 BENEFICIAL INTEREST IN TRUST 1664806 HOPEMONT - HOUSE MUSEUM - COLLECTION 118081 LATROBE'S POPE VILLA 343000 2125887 PART III, LINE 1A: IN ACCORDANCE WITH THE PROVISIONS OF FASB ASC 958, THE BGT DOES NOT CAPITALIZE PURCHASED OR DONATED COLLECTIONS, NOR ARE THESE ITEMS RECOGNIZED AS REVENUE OR GAINS. THE STATEMENT PROVIDES THAT SUCH CONTRIBUTIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN, ARE PROTECTED, KEPT UNEMCUMBERED, CARED FOR AND PRESERVED, AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTION. PART III, LINE 4: THE BGT'S PURPOSE IS TO ACT AS A COMMUNITY RESOURCE AND RAISE PUBLIC AWARENESS ABOUT PRESERVATION ISSUES. AS SUCH, THE COLLECTIONS ARE COMPRISED OF HISTORIC MUSEUM PIECES WHICH MIGHT HAVE BEEN FOUND IN THE HISTORIC STRUCTURES AND ARE USED FOR PUBLIC EDUCATION AWARENESS. 0 UNITED WAY OF THE BLUEGRASS 651 PERIMETER DRIVE SUITE 510 LEXINGTON KY 40517 501(C)(3) 100000 0 RENOVATION OF PALMER PHARMACY - SAVED FROM DEMOLITION IN 2017, THE BLUE GRASS TRUST LED THE EFFORT TO FIND A NEW STEWARD FOR THE HISTORIC PALMER PHARMACY, A MID-CENTURY GEM WITH AN IMPORTANT CIVIL RIGHTS STORY, LOCATED IN LEXINGTON'S EAST END NEIGHORHOOD. THE BLUE GRASS TRUST WAS ABLE TO RAISE $100,000 TO OFFSET THE RENOVATION COSTS AND ASSISTED THE NEW STEWARD WITH PRESERVATION CONSULTING. THE BUILDING REOPENED AS THE MARKSBURY FAMILY WAYPOINT CENTER OF THE UNITED WAY ON THE BLUEGRASS IN MAY 2024. 1 FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP OF THE ORGANIZATION ELECT THE OFFICERS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE EXECXUTIVE COMMITTEE REVIEW AND APPROVE THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE BGT MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.