2025-11-05T13:30:37-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 101 SOUTH 5TH STREET STE 2100 LOUISVILLE KY 40202 990 2024-01-01 611419465 ANDY'S OUTREACH FUND INC ANDY 8558742639 6040 DUTCHMANS LANE LOUISVILLE KY 40205 BRIAN KETTERER VICE PRESIDENT & TREASURER 8558742639 2025-10-29 1 1 CHRISTINE KEITH CPA P00963290 8885871719 2024 2025-03-06 01:10:19Z TRAVIS DOSTER 6040 DUTCHMANS LANE LOUISVILLE KY 40205 3859801 0 X HTTPS://ANDYSOUTREACH.FLUXX.IO/ X 2002 KY PROVIDE ASSISTANCE TO EMPLOYEES OF TEXAS ROADHOUSE AND THEIR FAMILIES IN TIMES OF NEED. 20 20 4 20 0 0 2403962 2579181 0 0 885935 1144793 141617 98070 3431514 3822044 2784103 4195923 0 0 0 0 0 0 0 431277 482780 3215380 4678703 216134 -856659 11404422 10693960 92524 238721 11311898 10455239 TO PROVIDE FINANCIAL ASSISTANCE TO EMPLOYEES OF TEXAS ROADHOUSE, INC./BUBBA'S 33/JAGGERS AND ITS FRANCHISEES WHO ARE BESET BY UNEXPECTED FINANICAL HARDSHIP AS A RESULT OF AN ACCIDENT, ILLNESS, DEATH, NATURAL DISASTER, CATASTROPHIC OR HARDSHIP EVENT. 0 0 4429578 4195923 TO PROVIDE FINANCIAL ASSISTANCE TO EMPLOYEES OF TEXAS ROADHOUSE, INC./BUBBA'S 33/JAGGERS AND ITS FRANCHISEES WHO ARE BESET BY UNEXPECTED FINANICAL HARDSHIP AS A RESULT OF AN ACCIDENT, ILLNESS, DEATH, NATURAL DISASTER, CATASTROPHIC OR HARDSHIP EVENT. THE FUND PROVIDED 3,917 GRANTS TO EMPLOYEES DURING 2024, TOTALING $4,195,923 IN ASSISTANCE. 4429578 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 2 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 KY AL AR CA FL GA KS MD MA MI MS NH NJ NM NY NC OR PA RI SC TN UT VA WV IL MN WI X BRIAN KETTERER 5025157253 6040 DUTCHMANS LANE LOUISVILLE KY 40205 X TRAVIS DOSTER PRESIDENT 2.00 0.00 X X 0 0 0 BRIAN KETTERER VICE PRESIDENT/TREASURER 2.00 0.00 X X 0 0 0 SEAN RENFROE SECRETARY 1.00 0.00 X X 0 0 0 VICKI BRANDT ASSISTANT SECRETARY 1.00 0.00 X X 0 0 0 CHRIS BELL DIRECTOR 1.00 0.00 X 0 0 0 MICHELE BISHOP DIRECTOR 1.00 0.00 X 0 0 0 DIANIA CIRESI DIRECTOR 1.00 0.00 X 0 0 0 JP DAVIS DIRECTOR 1.00 0.00 X 0 0 0 SANDY DEEL DIRECTOR 1.00 0.00 X 0 0 0 PHILLIP DUNN DIRECTOR 1.00 0.00 X 0 0 0 ALAN HANSEN DIRECTOR 1.00 0.00 X 0 0 0 CARL LAMMERS DIRECTOR 1.00 0.00 X 0 0 0 MIKE MURPHY DIRECTOR 1.00 0.00 X 0 0 0 CINDY PERKINS DIRECTOR 1.00 0.00 X 0 0 0 KELLEY RICE DIRECTOR 1.00 0.00 X 0 0 0 GEORGE RICH DIRECTOR 1.00 0.00 X 0 0 0 HANK ROBINSON DIRECTOR 1.00 0.00 X 0 0 0 AMANDA SCARBERRY DIRECTOR 1.00 0.00 X 0 0 0 MIMI SMITH DIRECTOR 1.00 0.00 X 0 0 0 LESLIE TAYLOR DIRECTOR 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 2579181 2579181 1144793 1144793 131514 37757 93757 93757 4313 0 4313 4313 3822044 0 0 1242863 4195923 4195923 38400 38400 316919 215505 101414 34672 34672 29824 18150 11674 29762 29762 4069 4069 OTHER MISC EXPENSES 25867 25867 STATE FILING FEES 3267 3267 4678703 4429578 249125 0 10035602 9363775 240994 284266 1127826 1045919 11404422 10693960 48641 511 43883 238210 92524 238721 X 11311898 10455239 11311898 10455239 11404422 10693960 -856659 0 X X 0 1 X 1 0 X 7526858 2445792 2141284 2403962 2579181 17097077 7526858 2445792 2141284 2403962 2579181 17097077 4904302 12192775 506007 571180 504464 885935 1144793 3612379 4260 81478 141617 98070 325425 21034881 0.57960 0.59690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT IN ANDY'S INVESTMENT INC. 1045919 C 1045919 X PART X, LINE 2: THE FUND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A NON-PROFIT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION 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. STORE ITEMS SOLD 54829 54829 33314 RAFFLES 14810 14810 4133 24 61875 61875 310 131514 131514 37757 37757 93757 4313 0 4313 4313 KY 1 0 0 0 BRIAN KETTERER 6040 DUTCHMAN LANE LOUISVILLE KY 40205 0 0 1 INDIVIDUAL ASSISTANCE 3917 4195923 FINANCIAL ASSISTANCE PART I, LINE 2: THE BOARD OF THIS ORGANIZATION HAS AUTHORIZED ITS DISBURSEMENT COMMITTEE TO REVIEW ALL APPLICATIONS THAT ARE SUBMITTED. THE DISBURSEMENT COMMITTEE MEETS WEEKLY TO EITHER APPROVE OR DENY EACH INDIVIDUAL'S ASSISTANCE REQUEST BASED ON GUIDELINES APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURN WAS PROVIDED TO EVERY MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT IS UPDATED ANNUALLY BY ALL INDIVIDUALS WITH ANY POTENTIAL CONFLICTS OF INTEREST. ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD OF DIRECTORS DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, IS AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OF DIRECTORS MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE BOARD OF DIRECTORS SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER THE FUND CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FUND'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR PUBLIC INSPECTION. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT BEEN CHANGED. ROADHOUSE OF LOGAN LLC 6040 DUTCHMANS LANE LOUISVILLE KY 40205 263197254 OPERATE RESTAURANT KY N/A 0 0 ANDY'S INVESTMENT INC 6040 DUTCHMANS LANE LOUISVILLE KY 40205 262767151 INVESTMENT KY ANDY'S OUTREACH FUND INC C 606130 1045919 1.00000 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDY'S INVESTMENT INC F 661945 COST BASIS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST: NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION: ANDY'S INVESTMENT INC. EIN: 26-2767151 6040 DUTCHMANS LANE LOUISVILLE, KY 40205 PRIMARY ACTIVITY: INVESTMENT DIRECT CONTROLLING ENTITY: ANDY'S OUTREACH FUND, INC.