2024-02-24T16:02:01-06:00 2023-06-30 580673524 MSTILLER LLC 1960 SATELLITE BLVD SUITE 3600 DULUTH GA 30097 990PF 2022-07-01 610475632 THE GREATER CLARK FOUNDATION INC GREA 8593559054 PO BOX 4843 WINCHESTER KY 40392 JENNIFER ALGIRE PRESIDENT & CEO 8593559054 2024-02-23 1 JENNIFER ALGIRE 999009999 0 GREGORY W HAYES P00054246 7709958800 2024-02-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 40833921 X 2999078 407798 949579 101081 -223473 8750948 37336315 7146484 725 0 12259630 8096063 296625 14831 259413 116955 5848 99480 169841 8492 161349 29284 1464 15083 44743 23872 25171 291556 167692 86913 137433 1279 28319 327228 0 91030 28625 38173 61367 547 65190 79745 3988 75377 1645807 256638 854468 486519 512483 2132326 256638 1366951 10127304 7839425 555637 469354 469354 14289 6276 6276 23323378 24482671 24482671 6144212 8413771 8413771 9765496 2490492 7589230 7275004 7275004 0 186845 186845 37626746 40833921 40833921 173350 200545 139358 90094 312708 290639 X 33585351 36793965 3728687 3749317 37314038 40543282 37626746 40833921 37314038 10127304 373038 47814380 7271098 40543282 INVESTMENT PORTFOLIO & BANKS 36168770 27417822 8750948 8750948 PASS-THRU FROM BENEFICAL TRUSTS 1167545 1172820 -5275 -5275 PASS-THRU FROM K-1 INVESTMENTS 1599189 -1599189 -1599189 7146484 108968 0 108968 0 108968 34922 0 0 0 34922 X 2266 76312 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 0 0 1 WWW.CLARKAMBITION.ORG JENNIFER ALGIRE PRESIDENT & CEO 8593559054 125 SOUTH MAIN STREET WINCHESTER KY 40510 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DARREN HENRY 125 S MAIN STREET WINCHESTER KY 40391 DIRECTOR, CHAIR 1.00 0 0 0 SYNDY DEESE 125 S MAIN STREET WINCHESTER KY 40391 DIRECTOR, VICE-CHAIR 1.00 0 0 0 ERIC HUDSON 125 S MAIN STREET WINCHESTER KY 40391 DIRECTOR, TREASURER 1.00 0 0 0 JEN ALGIRE 125 S MAIN STREET WINCHESTER KY 40391 SECRETARY, PRESIDENT & CEO 40.00 296625 51541 0 LEE COLEMAN 125 S MAIN STREET WINCHESTER KY 40391 DIRECTOR (RESIGNED 03/23) 1.00 0 0 0 LEOLA HAMPTON 126 S MAIN STREET WINCHESTER KY 40391 DIRECTOR 1.00 0 0 0 PASTOR MARVIN KING 127 S MAIN STREET WINCHESTER KY 40391 DIRECTOR 1.00 0 0 0 WHITNEY LEGGETT 128 S MAIN STREET WINCHESTER KY 40391 DIRECTOR 1.00 0 0 0 BRANDI PEACHER 132 S MAIN STREET WINCHESTER KY 40391 DIRECTOR 1.00 0 0 0 MARY T YEISER 134 S MAIN STREET WINCHESTER KY 40391 DIRECTOR 1.00 0 0 0 STAFF OF 2 125 S MAIN STREET WINCHESTER KY 40391 PROFESSIONAL STAFF 40.00 145570 52663 0 0 RUSSELL INVESTMENTS 1301 2ND AVENUE 18TH FLOOR SEATTLE WA 98101 INVESTMENT MANAGEMENT 99234 0 0 30463445 1289969 0 31753414 0 0 31753414 476301 31277113 1563856 1563856 108968 108968 1454888 25964 1480852 0 1480852 1366951 0 13002 1379953 1480852 0 0 93851 2905534 383787 72326 3455498 1379953 0 0 220151 1159802 0 321050 321050 3354599 0 0 0 0 0 220151 0 3134448 2678335 383787 72326 X APPALACHIA FUNDERS NETWORK 1456 PATTON AVE ASHVILLE NC 28806 NONE PC FUNDING PARTNER CONTRIBUTION 500 APPALSHOP 91 MADISON AVE WHITESBURG KY 41858 NONE PC SUPPORT RURAL EXCHANGE 5000 BLUE GRASS COMMUNITY FOUNDATION 499 EAST HIGH STREET LEXINGTON KY 40507 NONE PC WINCHESTER MINORITY LEADERSHIP INITIATIVE 25000 BLUE GRASS COMMUNITY FOUNDATION 499 EAST HIGH STREET LEXINGTON KY 40507 NONE PC WINCHESTER MINORITY LEADERSHIP INITIATIVE 25000 GRANTMAKERS IN HEALTH 1100 CONNECTICUT AVE SUITE 1200 WASHINGTON DC 20036 NONE PC FUNDING PARTNER CONTRIBUTION 3250 KENTUCKY NONPROFIT NETWORK INC P O BOX 24362 LEXINGTON KY 40524 NONE PC FUNDING PARTNER CONTRIBUTION 2500 KENTUCKY RIVER FOOTHILLS 309 SPANGLER DRIVE RICHMOND KY 40475 NONE PC WINCHESTER YOUTH LEADERSHIP 413 LEGACY GREENSCAPES PO BOX 4844 WINCHESTER KY 40391 NONE PC ENDOWMENT FUNDING 100000 LEGACY GREENSCAPES PO BOX 4844 WINCHESTER KY 40391 NONE PC OPERATING SUPPORT 137500 LEGACY GREENSCAPES PO BOX 4844 WINCHESTER KY 40391 NONE PC OPERATING SUPPORT 137500 PACE - PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT 1717 RHODE ISLAND AVE NW STE 700 WASHINGTON DC 20036 NONE PC FUNDING PARTNER CONTRIBUTION 1000 PEAK GRANTMAKING 1701 PENNSYLVANIA AVE NW SUITE 200 WASHINGTON DC 20006 NONE PC FUNDING PARTNER CONTRIBUTION 1000 PHILANTHROPY SOUTHEAST 100 PEACHTREE STREET NW SUITE 2080 ATLANTA GA 30303 NONE PC FUNDING PARTNER CONTRIBUTION & SUSTAINING GIFT FOR GRANTMAKERS OF KY 5820 PROGRESS LEX INC DBA CIVICLEX PO BOX 777 LEXINGTON KY 40508 NONE PC EVALUATION & FEASIBILITY OF CIVICLEX ADAPTATIONS 22000 SEATTLE FOUNDATION 1601 5TH AVE SUITE 1900 WASHINGTON WA 98101 NONE PC SUPPORT EQUITABLE EVALUATION INITIATIVE 11000 THE HARWOOD INSTITUE FOR PUBLIC INNOVATION 4915 ST ELMO AVE 402 BETHESDA MD 20814 NONE PC CIVIC ENGAGEMENT 5000 WMU FOR CLARK COUNTY GIS 150 NORTH MAIN STREET WINCHESTER KY 40391 NONE GOV GRANT - SUPPORT WITH DIGITAL AND PHYSICAL MAPS AS WELL AS DEMOGRAPHIC INFO 5000 WINCHETER MINORITY LEADERSHIP INITIATIVE CLARK COUNTY COMUNITY FOUNDADTION C/O BLUE GRASS COMMUNI COMMUNITY FOUINDATION 499 EAST HIGH STREET ST LEXINGTON KY 40507 NONE PC TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 25000 512483 0 14 407798 -223473 18 8750948 MISCELLANEOUS/OTHER 900099 01 725 0 9159471 -223473 8935998 5B CHARITABLE USE PROPERTY RENTAL INCOME IN CLARK & POWELL COUNTIES, KY 11A REBATES & REFUNDS ON PURCHASES RELATED TO EXEMPT PURPOSE 0 0 0 0 0 0 0 0 0 0 X X 1 YIELD GIVING LLC C/O PERKINS COIE LLP 1201 THIRD AVE SEATTLE WA 98101 2999077 X 1 33,128 SHARES OF AMAZON.COM COMMON STOCK 2999077 2022-11-07 ACCOUNTING 21812 12406 12406 BOOKKEEPING 22931 11466 12765 LAND 1964-06-27 2493518 L 0 0 OFFICE EQUIPMENT 2012-06-05 38144 34206 SL 10.000000000000 2024 0 LAND IMPROVEMENTS 2013-07-01 6500 5850 SL 10.000000000000 650 0 MEDICAL OFFICE BLDG 1999-01-01 2123992 1661709 SL 39.000000000000 70800 0 SIGNAGE 2013-07-10 13595 8156 SL 15.000000000000 906 0 CAPITALIZED REPAIRS 2018-09-30 38900 9941 SL 15.000000000000 2593 0 CAPITALIZED ROOFING 2018-11-05 98270 12011 SL 39.000000000000 3276 0 LAND IMPROVEMENTS 2020-09-30 4939574 431402 SL 20.000000000000 246979 0 THE FOUNDATION ELECTS TO TREAT THE DISTRIBUTIONS BELOW PURSUANT TO IRC 4942(G)(3) SUCH THAT THEY QUALIFY AS IRC 170(B)(1)(A)(VII) CHARITABLE DONATIONS FOR THE DONOR OF THE FUNDS TO THE FOUNDATION IN THEIR CURRENT TAX YEAR UNDER IRC 170(B)(1)(F)(II).AS REQUIRED UNDER 4942(G)(3) THESE CONTRIBUTED FUNDS -(I) HAVE BEEN DISTRIBUTED AS PART OF THE CURRENT TAX YEAR'S DISTRIBUTIONS,(II) ARE QUALIFYING DISTRIBUTIONS UNDER IRC 4942(G)(1)(A), AND(III) ARE DISTRIBUTIONS THAT UNDER THE ELECTION BELOW ARE BEING MADE OUT OF CORPUS UNDER THE ELECTION BELOW.THE FOUNDATION ELECTS TO TREAT THE FOLLOWING CURRENT TAX YEAR DISTRIBUTIONS AS CURRENT TAX YEAR CORPUS DISTRIBUTIONS PURSUANT TO IRC 4942(H)(2) AND REG. 53.4942(A)-3(D)(2).2022 QUALIFYING DISTRIBUTIONS TREATED AS BEING MADE OUT OF CORPUS: $220,151. PART I COLUMN ADJUSTMENTS 990-PF, PART I AND PART III: NEGATIVE DEFERRED TAX EXPENSE MOVED FROM PART I, COLUMN (A) TO PART III TO ALLOW EFILE.BENEFICIAL TRUST AND K-1 PASS-THRU INVESTMENT REVENUES AND EXPENSES ARE NOT INCLUDED IN COLUMN (A); THEY HAVE BEEN ADDED TO COLUMN (B). FIXED INCOME MUTUAL FUNDS 8413771 8413771 EQUITY MUTUAL FUNDS 20735450 20735450 ACCRUED INVESTMENT INCOME 403 403 BENEFICIAL INTERESTS IN ENDOWMENT TRUSTS 3746818 3746818 LAND & LAND IMPROVEMENTS 2500019 0 2500019 2500019 LEGAL 29284 1464 15083 ESCROWED DEPOSIT ON PROGRAM RELATED INVESTMENT 0 186845 186845 UNREALIZED PORTFOLIO DEPRECIATION 7271098 OFFICE EXPENSES 32942 1647 30914 BOD EXPENSE 46713 2336 44377 DUES, PUBLICATIONS & SUBSCRIPTIONS 90 5 86 MISCELLANEOUS/OTHER 725 725 UNREALIZED BENEFICIAL TRUSTS APPRECIATION 271969 NEGATIVE DEFERRED NET INVESTMENT EXCISE TAX EXPENSE (MOVED TO ALLOW EFILING) 101069 FEDERAL NET INVESTMENT INCOME EXCISE TAX PAYABLE 24507 76312 DEFERRED FEDERAL NET INVESTMENT INCOME EXCISE TAX 114851 13782 INVESTMENT MANAGEMENT 122084 162781 0 ADVERTISING, MARKETING, PR 2352 0 1870 TECHNOLOGY & IT SVCS 98221 4911 16144 CONSULTING & OUTSIDE CONTRACT SVCS 68899 0 68899 PAYROLL TAXES 25570 1279 28319 NET INVESTMENT INCOME EXCISE TAX 111805 0 0 DEFERRED NET INVESTMENT INCOME EXCISE TAX (NEG SEE OTHER CHGS IN NET ASSETS) 0 0 0 OTHER/MISC. 58 0 0