2024-05-13T09:23:57-05:00 2023-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 435 N WHITTINGTON PKWY STE 400 LOUISVILLE KY 40222 990 2023-01-01 310944086 THE WOODCOCK FOUNDATION INC WOOD 5028217793 6402 LIME RIDGE COURT LOUISVILLE KY 40222 HUGH ALEXANDER CAMPBELL JR PRESIDENT 5028217793 2024-05-07 1 HUGH ALEXANDER CAMPBELL J 999009999 0 SUSAN HOWARD P00225970 5025896050 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z HUGH ALEXANDER CAMPBELL 6402 LIME RIDGE COURT LOUISVILLE KY 40222 113760 0 X N/A X 1869 KY TO ASSIST DIOCESAN CHURCHES WITH EDUCATIONAL GRANTS FOR POST-SECONDARY STUDENTS. 4 4 0 0 0 0 3960 3711 0 0 5482 16076 1187 1854 10629 21641 20000 22498 0 0 0 0 0 0 0 3120 5238 23120 27736 -12491 -6095 667057 709597 0 0 667057 709597 TO ASSIST DIOCESAN CHURCHES WITH EDUCATIONAL GRANTS FOR POST SECONDARY STUDENTS 0 0 27736 22498 THE ORGANIZATION ASSISTED DIOCESAN CHURCHES WITH EDUCATIONAL GRANTS TO POST SECONDARY STUDENTS. 27736 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 KY X ALEX CAMPBELL 5028217793 6402 LIME RIDGE COURT LOUISVILLE KY 40222 X ALEX CAMPBELL PRESIDENT & DIRECTOR 4.00 X X 0 0 0 JONATHAN BLADE TOWNLEY VICE PRESIDENT & DIRECTOR 1.00 X X 0 0 0 LESLIE NEWMAN VICE PRESIDENT & DIRECTOR 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 3711 3711 15106 15106 93089 92119 970 970 970 MUIR RESTITUTION 900099 1103 1103 RETURNED GIFTS 900099 631 631 NONDIVIDEND DISTRIBUTI 900099 120 120 1854 21641 1734 0 16196 22498 22498 2250 2250 2630 2630 226 226 FOREIGN TAXES 132 132 27736 27736 0 0 12621 6592 7690 33348 646746 669657 667057 709597 0 0 X 0 0 0 0 667057 709597 667057 709597 667057 709597 -6095 48635 0 X 0 0 0 X X 1 THE EPISCOPAL DIOCESE OF KENTUCKY 610536772 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 970 1250 0 18883 24105 20133 25075 0 0 2715 2630 0 0 17418 22445 692432 658201 12320 11865 0 0 704752 670066 0 0 0 704752 670066 10571 10051 694181 660015 24296 23101 1250 0 25546 23101 17418 14805 25546 25546 0 25546 0 0 0 0 0 22498 22498 22498 25546 88.070000000000 25546 3427 0 0 0 0 0 0 0 0 0 0 22498 3427 19071 0 0 6475 0 0 0 0 0 0 PART IV, SECTION D, QUESTION 2 THE ORGANIZATION HAS A LONG AND HISTORICAL RELATIONSHIP WITH THE DIOCESE OF OVER 150 YEARS. DURING THAT TIME, ITS SOLE PURPOSE AND ACTIVITIES HAVE BEEN IN SUPPORT OF THE DIOCESE. ALL OF ITS DISTRIBUTIONS ARE AND HAVE BEEN MADE TO OR ON BEHALF OF CHURCHES OR OTHER CHARITABLE SUBORDINATES WITHIN THE DIOCESE'S GROUP EXEMPTION, AND SUCH DISTRIBUTIONS ARE MADE AT THE DIRECTION OF SUCH CHURCHES AND OTHER CHARITABLE SUBORDINATES. SCHEDULE A, PART IV, SECTION D, QUESTION 3 THE DIOCESE, ACTING THROUGH ITS CHURCHES AND OTHER CHARITABLE SUBORDINATES DIRECTS HOW THE ORGANIZATION'S DISTRIBUTIONS WILL BE PAID, SO IN THAT MANNER HAS A SIGNIFICANT VOICE IN THE USE OF THE ORGANIZATION'S INCOME OR ASSETS. IN ADDITION, THE ORGANIZATION'S INVESTMENT FUND IS MANAGED UNDER THE AUSPICES OF THE DIOCESE'S INVESTMENT COMMITTEE, GIVING THE DIOCESE A SIGNIFICANT VOICE IN ITS INVESTMENT POLICIES. SCHEDULE A, PART V, SECTION C, LINE 6 --OTHER DISTRIBUTABLE AMOUNT EDUCATIONAL GRANTS TO POST SECONDARY STUDENTS. SCHEDULE A, PAGE 5, SECTION D, LINE 1 DOCUMENTS WERE PROVIDED TO THE SUPPORTED ORGANIZATION, BUT NOT UNTIL AFTER THE LAST DAY OF THE FIFTH MONTH OF THE CURRENT TAX YEAR. SCHEDULE A, PART IV, SECTION 1 THE SUPPORTED ORGANIZATION IS THE EPISCOPAL CHURCH IN THE DIOCESE OF KENTUCKY. GRANTS ARE MADE ON BEHALF OF INDIVIDUAL CHURCHES IN THE DIOCESE, EACH OF WHICH FALLS UNDER THE DIOCESE GROUP EXEMPTION. SCHEDULE A, PART V, SECTION D, LINE 8 EDUCATIONAL GRANTS FOR POST SECONDARY EDUCATION 1 EDUCATIONAL ASSISTANCE FOR POST SECONDARY EDUCATION 29 22498 PART I, LINE 2: ORGANIZATION MAINTAINS RECORDS OF FUNDS DISTRIBUTED DIRECTLY TO THE SCHOOLS OF THE SCHOLARSHIP RECIPIENTS TO ENSURE THAT THE SCHOLARSHIP MONEY AWARDED IS USED ONLY FOR TUITION, ROOM, BOARD, BOOKS, ETC., ACCORDING TO THE TERMS OF THIS PROGRAM. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTESS IS SELF-PERPETUATING. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THIS FORM 990 WAS ELECTRONICALLY PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO ITS FILING. ADDITIONALLY, THE FINAL FORM WAS APPROVED BY THE PRESIDENT AS SET FORTH IN THE DECLARATION ACCOMPANYING HIS SIGNATURE BLOCK IN PART II. FORM 990, PART VI, SECTION C, LINE 18 INFORMATION WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON SUBMISSION OF A FORMAL WRITTEN REQUEST TO THE FOLLOWING INDIVIDUAL: ALEX CAMPBELL 6402 LIME RIDGE CT LOUISVILLE, KY 40222 FORM 990, PART VI, SECTION C, LINE 19 INFORMATION WIILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON SUBMISSION OF A FORMAL WRITTEN REQUEST TO THE FOLLOWING INDIVIDUAL: ALEX CAMPBELL 6402 LIME RIDGE CT LOUISVILLE, KY 40222