2025-11-10T13:49:57-06:00 2024-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2024-01-01 562498254 CAVE HILL HERITAGE FOUNDATION CAVE 5024515630 701 BAXTER AVENUE LOUISVILLE KY 40204 DAWN DRISKELL CFO 5024515630 2025-11-10 1 1 MELINDA L HECK P01392306 5024269660 2025-11-10 2024 2025-03-06 01:10:19Z DAWN DRISKELL 701 BAXTER AVE LOUISVILLE KY 40204 366472 0 X HTTP://CAVEHILLCEMETERY.COM/HFOUND.PHP X 2005 KY THE HERITAGE FOUNDATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF CAVE HILL CEMETERY COMPANY AND THE COMMUNITY. THE FOUNDATION WILL ENSURE THAT THE HISTORICAL AND CULTURAL ELEMENTS OF THE CEMETERY ARE PRESERVED. THESE PRESERVATION EFFORTS WILL INCLUDE RESTORATION OF ARTIFACTS I.E. MONUMENTS, STONE GATING, EDUCATING, AND GENEALOGICAL AND HISTORICAL RESEARCH ENDEAVORS. FUNDING FROM THE FOUNDATION WILL ALSO BE USED TO PRESERVE THE ARBORETUM AND WILDLIFE HABITAT OF THE CEMETERY. 6 6 0 15 0 0 414457 339045 18783 25874 0 0 -19967 1553 413273 366472 0 0 0 0 0 0 0 0 46811 199659 405221 199659 405221 213614 -38749 768130 745996 8800 22012 759330 723984 X THE HERITAGE FOUNDATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF CAVE HILL CEMETERY COMPANY AND THE COMMUNITY. THE FOUNDATION WILL ENSURE THAT THE HISTORICAL AND CULTURAL ELEMENTS OF THE CEMETERY ARE PRESERVED. THESE PRESERVATION EFFORTS WILL INCLUDE RESTORATION OF ARTIFACTS, I.E. MONUMENTS, STONE GATING, EDUCATING, AND GENEOLOGICAL AND HISTORICAL RESEARCH ENDEAVORS. FUNDING FROM THE FOUNDATION WILL ALSO BE USED TO PRESERVE THE ARBORETUM AND WILDLIFE HABITAT OF THE CEMETERY. 0 0 306415 27427 CAVE HILL CEMETERY PRESERVATION, EDUCATIONAL TOURS, AND GRIEF RECOGNITION PROGRAMS 306415 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 KY X THE ORGANIZATION 5024515630 701 BAXTER AVE LOUISVILLE KY 40204 J MCFERRAN BARR II BOARD MANAGER 1.00 2.00 X 0 0 0 PAUL J BICKEL III BOARD MANAGER 1.00 2.00 X 0 0 0 BARBARA RODES ROBINSON BOARD MANAGER 1.00 1.00 X 0 0 0 SUSAN DABNEY LAVIN BOARD MANAGER 1.00 1.00 X 0 0 0 RICHARD HC DICK CLAY BOARD MANAGER 1.00 X 0 0 0 CARL S THOMAS CHAIRMAN 1.00 X X 0 0 0 CHRIS ROWAN VICE PRESIDENT/CFO 1.00 39.00 X 0 210468 38032 GWEN MOONEY PRESIDENT/CEO 4.00 36.00 X 0 383266 30556 0 593734 68588 0 0 1 0 0 339045 38500 339045 NATURE TRAIL INCOME 561520 25874 25874 25874 MISCELLANEOUS 900099 1553 1553 1553 366472 27427 0 0 X 4630 4630 42781 42781 4275 4275 2201 1535 666 2528 2528 2203 2203 CONTRACT LABOR 163980 114100 17280 32600 MAINTENANCE REPAIRS 96471 96471 MISCELLANEOUS 33194 41 20008 13145 EVENT EXPENSES 28061 28061 24897 22758 1739 400 405221 306415 51995 46811 540545 509379 13216 7346 8072 5870 114507 117910 105006 112837 768130 745996 8800 22012 8800 22012 X 720089 723984 39241 0 759330 723984 768130 745996 -38749 3403 0 X 0 1 X 1 0 X 223149 292532 288767 414457 339045 1557950 223149 292532 288767 414457 339045 1557950 341731 1216219 4953 -1467 -6518 -3032 1554918 185787 0.78220 0.78760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13216 7346 5870 5870 OTHER ASSETS 10600 BOOK INVENTORY 1592 DONATED LOTS 100645 112837 X 369875 3403 3403 366472 0 366472 405221 0 405221 0 405221 PART X, LINE 2: CAVE HILL HERITAGE FOUNDATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSES MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF DECEMBER 31, 2024 AND 2023, THE ORGANIZATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. 0 0 0 0 0 0 0 0 0 GWEN MOONEY PRESIDENT/CEO 0 240011 0 116254 0 27001 0 21089 0 9467 0 413822 0 0 CHRIS ROWAN VICE PRESIDENT/CFO 0 170000 0 40468 0 0 0 11889 0 26143 0 248500 0 0 PART I, LINE 3 THE RELATED ORGANIZATION, CAVE HILL CEMETERY COMPANY, PAYS THE COMPENSATION TO THE OFFICERS AND USES THE FOLLOWING METHODS TO DETERMINE THE COMPENSTATION: 1. REVIEW AND APPROVAL. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE OF THE ORGANIZATION, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 2. USE OF DATA AS TO COMPARABLE COMPENSATION. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. X 1 22354 FMV X LOTS 1 28000 FMV X KOI FISH 1 8035 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C WHEN CONSIDERING A NEW TRANSACTION, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING A PROPOSED TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON IS SOMEONE HAVING A DIRECT OR INDIRECT FINANCIAL INTEREST THROUGH A BUSINESS OR OTHER LEGAL ENTITY OR THROUGH AN IMMEDIATE FAMILY MEMBER, A CONFLICT OF INTEREST IS THEN VOTED UPON. THESE RECORDS ARE KEPT AND MEMBERS OF THE BOARD ANNUALLY SIGN A STATEMENT THAT THEY HAVE RECEIVED, UNDERSTAND AND COMPLY WITH THE WRITTEN CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 CAVE HILL HERITAGE FOUNDATION'S 990, RULES AND REGULATIONS, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW AT ITS ADMINISTRATIVE OFFICE. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: MONUMENT/MAUSOLEUM RESTORATION, PUBLIC HISTORY:: PROGRAM SERVICE EXPENSES 42,781. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,781. CAVE HILL CEMETERY CO 701 BAXTER AVENUE LOUISVILLE KY 40204 610153020 SELLING BURIAL LOTS. KY 501 (C)(13) N/A 0 CAVE HILL INVESTMENT CO 701 BAXTER AVENUE LOUISVILLE KY 40204 610153025 HOLDS THE INVESTMENTS OF CAVE HILL CEMETERY CO. KY 501 (C)(13) CAVE HILL CEMETERY CO 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 0 CAVE HILL CEMETERY Q 8337 EXPENSE AMOUNT