2024-05-13T09:53:39-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 101 SOUTH 5TH STREET STE 2100 LOUISVILLE KY 40202 990 2022-07-01 262193468 FELIX E MARTIN JR FOUNDATION INC FELI 5025627505 325 WEST MAIN STREET 1110 LOUISVILLE KY 40202 ALYSSA MANNING PRESIDENT 5025627505 2024-05-08 1 ALYSSA MANNING 999009999 1 AMY DOSIK P00890743 8885871719 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALYSSA MANNING 325 WEST MAIN STREET 1110 LOUISVILLE KY 40202 8652552 0 X WWW.FELIXMARTINFOUNDATION.ORG X 2008 KY THE FELIX E. MARTIN JR. FOUNDATION SEEKS TO ENRICH THE LIVES OF THE CITIZENS OF MUHLENBERG COUNTY, KENTUCKY BY PROVIDING SUPPORT TO QUALIFIED ORGANIZATIONS TO MEET EDUCATIONAL, CIVIC AND CULTURAL NEEDS OF THE COUNTY, BOTH TODAY AND FOR GENERATIONS TO COME. 7 7 0 10 0 0 243112 115100 0 0 -233671 2669940 0 0 9441 2785040 3361371 1820692 0 0 0 0 0 0 0 860613 891467 4221984 2712159 -4212543 72881 65415827 71185748 2361209 2244144 63054618 68941604 X THE FELIX E. MARTIN JR. FOUNDATION SEEKS TO ENRICH THE LIVES OF THE CITIZENS OF MUHLENBERG COUNTY, KENTUCKY BY PROVIDING SUPPORT TO QUALIFIED ORGANIZATIONS TO MEET EDUCATIONAL, CIVIC AND CULTURAL NEEDS OF THE COUNTY, BOTH TODAY AND FOR GENERATIONS TO COME. 0 0 1836713 1820692 GRANTS GIVEN TO CHARITABLE AND GOVERNMENTAL ORGANIZATIONS TO ENRICH THE LIVES OF THE CITIZENS IN MUHLENBERG COUNTY. 156385 EARLY CHILDHOOD DEVELOPMENT:THE FOUNDATION EARLY CHILDHOOD DEVELOPMENT PROGRAM (SOAR) FOCUSES ON HELPING MUHLENBERG CHILDREN ARRIVE AT KINDERGARTEN READY TO LEARN. SOAR HOSTS MULTIPLE PROGRAMS AND EVENTS FOCUSED PRIMARILY ON EARLY CHILDHOOD LITERACY. 91471 POST-SECONDARY SUCCESSTHE POST-SECONDARY SUCCESS PROGRAM (MUHLENBERG ACHIEVES) STRIVES TO INCREASE EDUCATIONAL ATTAINMENT OUTCOMES AND SUPPORT WORKFORCE DEVELOPMENT IN MUHLENBERG COUNTY, BY PROVIDING PROGRAMS AND RESOURCES FOR STUDENTS FROM KINDERGARTEN THROUGH ADULTHOOD TO INCREASE ACCESS AND ENCOURAGE ENROLLMENT IN COLLEGE AND CAREER TRAINING. 19950 COMMUNITY LEADERSHIP: THE COMMUNITY LEADERSHIP PROGRAM IS DESIGNED TO SUPPORT LEADERSHIP DEVELOPMENT OPPORTUNITIES FOR ORGANIZATIONS AND ADULTS AND WHO LIVE OR WORK IN MUHLENBERG COUNTY, KY, AND HAVE DEMONSTRATED A COMMITMENT TO MAKING A DIFFERENCE IN MUHLENBERG COUNTY. 10950 GED LEARN & EARN:THE FOUNDATION'S GED LEARN & EARN PROGRAM SUPPORTS MUHLENBERG RESIDENTS WHO ARE ACTIVELY WORKING TO OBTAIN THEIR GED THROUGH MADISONVILLE COMMUNITY COLLEGE'S ADULT EDUCATION CENTER (ACE2). 300 MCC MARTIN SCHOLARS:THE FOUNDATION'S MARTIN SCHOLARS PROGRAM SUPPORTS ADULT LEARNERS WITH THEIR RETURN TO MADISONVILLE COMMUNITY COLLEGE TO COMPLETE THEIR ASSOCIATES DEGREE. 31200 2115769 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 27 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X X TOMMY REYNOLDS 5028556950 325 W MAIN STREET SUITE 1110 LOUISVILLE KY 40202 LANIE GARDNER DIRECTOR 1.00 0.00 X 0 0 0 CANDANCE BRAKE DIRECTOR (START 1/23) 1.00 0.00 X 0 0 0 MIMI ZINNIEL DIRECTOR 1.00 0.00 X 0 0 0 PAUL SCHULTE DIRECTOR (ENDED 12/22) 1.00 0.00 X 0 0 0 SARA HEMINGWAY TREASURER(ENDED 12/22)/DIRECTOR 1.00 0.00 X X 0 0 0 MIKE MERCER DIRECTOR/TREASURER (START 1/23) 1.00 0.00 X X 0 0 0 MARK CAMPISANO VICE CHAIR 1.00 0.00 X X 0 0 0 BARBIE HUNT CHAIR 2.00 0.00 X X 0 0 0 ALYSSA MANNING PRESIDENT/SECRETARY 40.00 0.00 X 0 142174 11836 0 142174 11836 0 0 1 0 0 115100 115100 1437982 1437982 7099470 5867512 1231958 1231958 1231958 2785040 0 0 2669940 1820692 1820692 363970 363970 990 990 211679 211679 3026 2008 1018 2227 2227 1012 506 506 4126 2063 2063 12502 6251 6251 2148 1074 1074 5356 5356 1118 559 559 EARLY CHILD DEVELOPMENT 156385 156385 POST SECONDARY SUCCESS 91471 91471 COMMUNITY LEADERSHIP 19950 19950 GED LEARN & EARN 10950 10950 4557 1633 2924 2712159 2115769 596390 0 596654 236150 641720 596205 480000 320000 134687 53088 83861 81599 63613592 69951794 65415827 71185748 115272 101819 2245937 2142325 2361209 2244144 X 63054618 68941604 63054618 68941604 65415827 71185748 72881 5814105 0 X X 0 1 X 1 0 X X X 1 COMMUNITY FOUNDATION OF LOUISVILLE INC 310997017 7 1 43000 0 1 43000 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6 THE FELIX E. MARTIN JR. FOUNDATION PROVIDES SUPPORT TO OTHER GOVERNMENTAL AND 501(C)(3) ORGANIZATIONS ON BEHALF OF THE COMMUNITY FOUNDATION OF LOUISVILLE, THE SUPPORTED ORGANIZATION. THE GRANTS PAID TO THESE ORGANIZATIONS ON BEHALF OF THE COMMUNITY FOUNDATION OF LOUISVILLE MEET THE OPERATIONAL TEST AS DESCRIBED IN TREAS. REG. 1.509(A)-4(E)(2). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63054618 115100 8484045 1820692 211679 679788 68941604 75610323 243112 -8576833 3361371 249887 610726 63054618 58153202 2000 19453119 1168224 246458 583316 75610323 57897767 1824529 804240 219799 545055 58153202 58024556 5297223 4627302 202099 594611 57897767 1.00000 0.00000 0.00000 0 0 12500 12500 116772 49736 67036 5415 3352 2063 81599 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE). ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE CONTEXT OF SECTION 509(A) OF THE CODE. WHEN APPLICABLE, THE FOUNDATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. 1 MUHLENBERG COUNTY BOARD OF EDUCATION 510 W MAIN STREET POWDERLY KY 42367 616001286 170(C)(1) 1053173 0 B EDUCATIONAL INSTITUTIONS OWENSBORO HEALTH REGIONAL HOSPITAL 1201 PLEASANT VALLEY RD OWENSBORO KY 42303 611286361 509(A)(1) 200000 0 E21 COMMUNITY HEALTH SYSTEMS MUHLENBERG COUNTY FISCAL COURT PO BOX 137 GREENVILLE KY 42345 616013034 170(C)(1) 126953 0 1 GOVERNMENT ENTITY HOPE2ALL INC 307 MOSE RAGER BLVD DRAKESBORO KY 42337 208274332 509(A)(1) 63561 0 F20 ALCOHOL DRUG AND SUBSTANCE ABUSE DEPENDENCY PREVENTION & TREATMENT CITY OF CENTRAL CITY 214 N 1ST ST CENTRAL CITY KY 42330 616001800 170(C)(1) 54297 0 W PUBLIC SOCIETY BENEFIT MUHLENBERG COUNTY HEALTH DEPARTMENT PO BOX 148 CENTRAL CITY KY 42330 611139436 170(C)(1) 48000 0 E HEALTH-GENERAL & REHABILITATIVE COMMUNITY FOUNDATION OF LOUISVILLE DEPOSITORY 325 W MAIN SUITE 1110 LOUISVILLE KY 40202 311140889 509(A)(1) 43000 0 T PHILANTHROPY VOLUNTARISM AND GRANTMAKING GREATER MUHLENBERG PARKS & RECREATION SYSTEM PO BOX 169 GREENVILLE KY 42345 454955355 509(A)(1) 42000 0 N32 PARKS AND PLAYGROUNDS CITY OF GREENVILLE 118 COURT ST PO BOX 289 GREENVILLE KY 42345 616001834 170(C)(1) 30633 0 W PUBLIC SOCIETY BENEFIT MUHLENBERG COUNTY 4-H COUNCIL 3690 ST RT 1380 CENTRAL CITY KY 423305512 261433761 170(C)(1) 23125 0 O52 AGRICULTURAL YOUTH DEVELOPMENT MADISONVILLE COMMUNITY COLLEGE 100 SCHOOL AVENUE MADISONVILLE KY 42431 611320380 170(C)(1) 19250 0 B EDUCATIONAL INSTITUTIONS MUHLENBERG COUNTY AIRPORT PO BOX 133 GREENVILLE KY 42345 611192622 170(C)(1) 13250 0 W PUBLIC SOCIETY BENEFIT MUHLENBERG EXTENSION ARTS ADVISORY COUNCIL PO BOX 513 POWDERLY KY 42367 273112192 509(A)(2) 13150 0 A26 ARTS COUNCIL/AGENCY MUHLENBERG COMMUNITY THEATRE INC PO BOX 76 GREENVILLE KY 42345 311087760 509(A)(2) 10225 0 A65 THEATER MUHLENBERG COUNTY HIGH SCHOOL BAND BOOSTER CLUB PO BOX 519 POWDERLY KY 42367 611184135 509(A)(2) 10000 0 B25 SECONDARY/HIGH SCHOOL NAACP OF MUHLENBERG COUNTY 226 W MAIN CROSS ST GREENVILLE KY 42345 912157487 509(A)(1) 8000 0 R20 CIVIL RIGHTS ADVOCACY FOR SPECIFIC GROUPS CITY OF POWDERLY 211 HILLSIDE DRIVE POWDERLY KY 42367 611038155 170(C)(1) 7550 0 W PUBLIC SOCIETY BENEFIT PENNYRILE ALLIED COMMUNITY SERVICES INC PO BOX 549 HOPKINSVILLE KY 42241 610862133 509(A)(1) 7400 0 S20 COMMUNITY/NEIGHBORHOOD DEVELOPMENT IMPROVEMENT CLEATON MISSIONARY BAPTIST CHURCH PO BOX 52 CLEATON KY 42332 611017636 RELIGIOUS ORGANIZATI 6900 0 X RELIGION SPIRITUAL DEVELOPMENT PHILANTHROPY SOUTHEAST 100 PEACHTREE ST NW STE 2080 ATLANTA GA 30303 560995114 509(A)(1) 6005 0 T03 PROFESSIONAL SOCIETIES & ASSOCIATIONS KENTUCKY SHAKESPEARE INC 616 MYRTLE STREET LOUISVILLE KY 40208 616036654 509(A)(1) 5010 0 A65 THEATER 21 0 PART I, LINE 2: ONCE GRANTS ARE AWARDED (AFTER APPLICATIONS ARE REVIEWED AND SITE VISITS ARE COMPLETED,) ANNUAL PROGRESS REPORTS ARE REQUIRED FROM THE ORGANIZATIONS. ALSO, DROP IN SITE VISITS ARE DONE. 0 0 0 0 0 0 0 0 0 ALYSSA MANNING PRESIDENT/SECRETARY 0 142174 0 0 0 0 0 4239 0 7597 0 154010 0 0 PART I, LINE 3 THE RELATED ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN IS REVIEWED FIRST BY INTERNAL MANAGEMENT. AFTER INTERNAL MANAGEMENT HAS REVIEWED THE RETURN AND ANY CHANGES ARE MADE, A DRAFT IS PROVIDED TO THE ENTIRE BOARD. ONCE THE COMMENTS FROM THE BOARD ARE REVIEWED, THE FINAL DRAFT OF THE RETURN IS PREPARED AND SIGNED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST STATEMENT ANNUALLY. THESE STATEMENTS ARE REVIEWED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES CURRENTLY; HOWEVER, THEY FOLLOW THE POLICIES AND PROCEDURES FOR DETERMINING COMPENSATION AS ESTABLISHED BY THE COMMUNITY FOUNDATION OF LOUISVILLE (CFL). CFL HAS A COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS INDUSTRY SURVEY INFORMATION TO DETERMINE A FAIR AND REASONABLE COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES. A REVIEW/COMPENSATION COMMITTEE COMPRISED OF FELIX E. MARTIN JR. FOUNDATION BOARD MEMBERS REVIEWS CFL'S COMPENSATION RECOMMENDATIONS AND WORKS WITH CFL'S CEO TO SET THE COMPENSATION RATES. COMPENSATION FOR ALL KEY EMPLOYEES IS THEN APPROVED BY THE BOARD OF THE FELIX E. MARTIN JR. FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 12, PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FELIX E. MARTIN JR. FOUNDATION, INC. IS AUDITED AS PART OF THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. COMBINED GROUP. FELIX E. MARTIN JR. FOUNDATION, INC. IS INCLUDED IN THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. AND AFFILIATES COMBINED FINANCIAL STATEMENTS. THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. HAS AN AUDIT/FINANCE COMMITTEE THAT OVERSEES THE AUDIT OF THE FINANCIAL STATMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR FOR THE COMBINED GROUP. THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY INC 325 W MAIN STREET STE 1110 LOUISVILLE KY 40202 611100993 FACILITATE INDIVIDUAL DONORS' CHARITABLE GIVING KY 501(C)(3) 7 COMMUNITY FOUNDATION OF LOUISVILLE INC 0 THE COMMUNITY FOUNDATION OF LOUISVILLE DEPOSITORY INC 325 W MAIN STREET STE 1110 LOUISVILLE KY 40202 311140889 FACILITATE INDIVIDUAL DONORS' CHARITABLE GIVING KY 501(C)(3) 7 COMMUNITY FOUNDATION OF LOUISVILLE INC 0 THE COMMUNITY FOUNDATION OF LOUISVILLE INC 325 W MAIN STREET STE 1110 LOUISVILLE KY 40202 310997017 FACILITATE INDIVIDUAL DONORS' CHARITABLE GIVING KY 501(C)(3) 7 N/A 0 THE REAL ESTATE ASSET LEGACY FOUNDATION OF KENTUCKY INC 325 W MAIN STREET STE 1110 LOUISVILLE KY 40202 262417672 TYPE I SUPPORTING ORGANIZATION - MAINTAIN AND RECEIVE CONTRIBUTIONS KY 501(C)(3) 11 TYPE 1 COMMUNITY FOUNDATION OF LOUISVILLE INC 0 LOUISVILLE PRESERVATION FUND INC 323 W BROADWAY SUITE 700 LOUISVILLE KY 40202 462871014 TYPE I SUPPORTING ORGANIZATION - MAINTAIN AND RECEIVE CONTRIBUTIONS KY 501(C)(3) 11 TYPE 1 COMMUNITY FOUNDATION OF LOUISVILLE INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0