2025-02-24T06:23:21-06:00 2024-06-30 580673524 MSTILLER LLC 1960 SATELLITE BLVD SUITE 3600 DULUTH GA 30097 990PF 2023-07-01 610475632 THE GREATER CLARK FOUNDATION INC GREA 8593559054 PO BOX 4843 WINCHESTER KY 40392 JENNIFER ALGIRE PRESIDENT & CEO 8593559054 2025-02-20 1 0 GREGORY W HAYES P00054246 7709958800 2025-02-20 2023 2025-03-06 01:10:19Z X 43536685 X 186729 808116 808116 101081 -223473 464166 1342934 464166 714 0 1560806 1272282 274375 13719 269135 193394 9670 184069 85340 4267 81073 28064 1403 28482 63754 31877 31890 172326 80195 97773 88159 1420 26282 333527 0 73619 3681 93169 37913 0 38663 45503 1596 43359 1395974 147828 893895 660791 510041 2056765 147828 1403936 -495959 1124454 469354 357624 357624 6276 4948 4948 24482671 26437201 26437201 8413771 9474807 9474807 0 74028 74028 9796303 2824019 7275004 6972284 6972284 186845 215793 215793 40833921 43536685 43536685 200545 167625 150000 90094 83994 290639 401619 X 36793965 39135247 3749317 3999819 40543282 43135066 40833921 43536685 40543282 -495959 3087743 43135066 0 43135066 INVESTMENT PORTFOLIO & BANKS 1342934 878768 464166 464166 464166 15630 0 15630 0 15630 25000 0 0 0 25000 X 122 9248 9248 0 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 274375 50550 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 BRANDY 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 155435 33309 0 0 PFM ASSET MANAGEMENT 213 MARKET STREET 3RD FLOOR HATTIESBURG PA 171012141 INVESTMENT MANAGEMENT 73754 SARAH KOCH CONSULTING 207 CLIFFORD AVE ALEXANDRIA VA 22305 PUBLIC RELATIONS, MEDIA CONSULTING 56369 0 INVEST APPALACHIA IS A FUND AIMED AT INVESTING INSTITUTIONAL MONEY THROUGHOUT APPALACHIA TO AREAS AND PROJECTS THAT HAVE FOUND TRADITIONAL FINANCING DIFFICULT OR IMPOSSIBLE TO OBTAIN. EASTERN KENTUCKY IS ONE OF THE AREAS IMPACTED BY THIS INVESTMENT. 83766 83766 30059351 394985 0 30454336 0 0 30454336 456815 29997521 1499876 1499876 15630 15630 1484246 0 1484246 0 1484246 1403936 83766 30807 1518509 1484246 0 0 2678335 383787 72326 3134448 1518509 0 0 186729 1331780 0 152466 152466 3168711 0 0 0 0 0 186729 2525869 456113 383787 72326 X APPALACHIA FUNDERS NETWORK 1456 PATTON AVE ASHVILLE NC 28806 NONE PC FUNDING PARTNER CONTRIBUTION 525 APPALSHOP 91 MADISON AVE WHITESBURG KY 41858 NONE PC SUPPORT RURAL EXCHANGE 1000 ART OF THE RURAL C/O THE GREATER CLARK FOUNDATION PO BOX 4843 WINCHESTER KY 40392 NONE PC BUILDING TRUST AND BELONGING 20000 ART OF THE RURAL C/O THE GREATER CLARK FOUNDATION PO BOX 4843 WINCHESTER KY 40392 NONE PC BUILDING TRUST AND BELONGING 500 BLUE GRASS COMMUNITY FOUNDATION-FBO CLARK CNTY EQ COALITION AND PROUDTOWN 499 EAST HIGH STREET LEXINGTON KY 40507 NONE PC BUILDING TRUST AND BELONGING 43600 BLUE GRASS COMMUNITY FOUNDATION-FBO CLARK CNTY EQ COALITION AND PROUDTOWN 499 EAST HIGH STREET LEXINGTON KY 40507 NONE PC BUILDING TRUST AND BELONGING 1000 BLUE GRASS COMMUNITY FOUNDATION-FBO LEGACY GREENSCAPES 499 EAST HIGH STREET LEXINGTON KY 40507 NONE PC OPERATING SUPPORT GRANT 262500 CITY OF WINCHESTER 32 WALL STREET PO BOX 40 WINCHESTER KY 40392 NONE PC BUILDING TRUST AND BELONGING 20000 CITY OF WINCHESTER 32 WALL STREET PO BOX 40 WINCHESTER KY 40392 NONE PC BUILDING TRUST AND BELONGING 500 CLARK COUNTY COMMUNITY SERVICES 30 TAYLOR AVE WINCHESTER KY 40391 NONE PC BUILDING TRUST AND BELONGING 20000 CLARK COUNTY COMMUNITY SERVICES 30 TAYLOR AVE WINCHESTER KY 40391 NONE PC BUILDING TRUST AND BELONGING 500 ESTILL COUNTY - 21 CENTURY INC PO BOX 421 IRVINE KY 40336 NONE PC BUILDING TRUST AND BELONGING 20000 ESTILL COUNTY - 21 CENTURY INC PO BOX 421 IRVINE KY 40336 NONE PC BUILDING TRUST AND BELONGING 500 GRANTMAKERS IN HEALTH 1100 CONNECTICUT AVE SUITE 1200 WASHINGTON DC 20036 NONE PC FUNDING PARTNER CONTRIBUTION 3325 KENTUCKY NONPROFIT NETWORK INC P O BOX 24362 LEXINGTON KY 40524 NONE PC FUNDING PARTNER CONTRIBUTION 2500 KENTUCKY YOUTH ADVOCATES 10200 LINN STATION RD 310 LOUISVILLE KY 40223 NONE PC SUPPORT BLOOM KY 10000 LEGACY GREENSCAPES PO BOX 4844 WINCHESTER KY 40391 NONE PC BUILDING TRUST AND BELONGING 20000 LEGACY GREENSCAPES PO BOX 4844 WINCHESTER KY 40391 NONE PC CAPITAL IMPROVEMENTS 13483 LEGACY GREENSCAPES PO BOX 4844 WINCHESTER KY 40391 NONE PC BUILDING TRUST AND BELONGING 500 PACE - PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT 1717 RHODE ISLAND AVE NW STE 700 WASHINGTON DC 20036 NONE PC FUNDING PARTNER CONTRIBUTION 5440 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 5868 RED OAKS CENTER FOR NATURE AND THE ARTS INC 574 NINA RIDGE RD LANCASTER KY 40444 NONE PC BUILDING TRUST AND BELONGING 14500 RED OAKS CENTER FOR NATURE AND THE ARTS INC 574 NINA RIDGE RD LANCASTER KY 40444 NONE PC BUILDING TRUST AND BELONGING 500 SEATTLE FOUNDATION 1601 5TH AVE SUITE 1900 WASHINGTON WA 98101 NONE PC SUPPORT EQUITABLE EVALUATION INITIATIVE 11000 SEATTLE FOUNDATION 1601 5TH AVE SUITE 1900 WASHINGTON WA 98101 NONE PC SUPPORT EQUITABLE EVALUATION INITIATIVE 4000 THE HARWOOD INSTITUTE FOR PUBLIC INNOVATION 4915 ST ELMO AVE 402 BETHESDA MD 20814 NONE PC CIRCLE OF CATALYTIC FUNDERS 5000 WINCHESTER BLACK HISTORY & HERITAGE COMM-FBO POYNTERVILLE STEERING COMM PO BOX 4494 WINCHESTER KY 40392 NONE PC BUILDING TRUST AND BELONGING 21800 WINCHESTER BLACK HISTORY & HERITAGE COMM-FBO POYNTERVILLE STEERING COMM PO BOX 4494 WINCHESTER KY 40392 NONE PC BUILDING TRUST AND BELONGING 500 510041 0 14 808116 -223473 18 464166 MISCELLANEOUS/OTHER 900099 01 714 0 1272996 -223473 1049523 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 HARVEY & NANCY HENRY MEM TRUST PO BOX 919798 ORLANDO FL 328919798 80270 X 2 JACK & NANCY RAGLAND MEM TRUST PO BOX 919798 ORLANDO FL 328919798 77799 X 3 CLARK CO REG MED CTR S BUSH CHARITABLE TRUST 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 20537 X 4 CLARK CO REG MED CTR S MCCORMICK CHARITABLE TRUST 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 8123 X ACCOUNTING 63754 31877 31890 LAND 1964-06-27 2493519 L 0 0 OFFICE EQUIPMENT 2012-06-05 38144 36230 SL 10.000000000000 1515 0 LAND IMPROVEMENTS 2013-07-01 6500 6500 SL 10.000000000000 0 0 SOFTWARE IMPLEMENTATION 2023-07-01 39000 SL 5.000000000000 7151 0 MEDICAL OFFICE BLDG 1999-01-01 2123992 1732509 SL 39.000000000000 70800 0 SIGNAGE 2013-07-10 13595 9062 SL 15.000000000000 906 0 CAPITALIZED REPAIRS 2018-09-30 38900 12534 SL 15.000000000000 2593 0 CAPITALIZED ROOFING 2018-11-05 98270 15287 SL 39.000000000000 3276 0 LAND IMPROVEMENTS 2020-09-30 4939574 678381 SL 20.000000000000 246979 0 IT EQUIPMENT 2024-01-24 3687 SL 5.000000000000 307 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).2023 QUALIFYING DISTRIBUTIONS TREATED AS BEING MADE OUT OF CORPUS: $186,729. FIXED INCOME MUTUAL FUNDS 9474807 9474807 EQUITY MUTUAL FUNDS 22447056 22447056 BENEFICIAL INTERESTS IN ENDOWMENT TRUSTS 3990145 3990145 PROGRAM-RELATED PRIVATE INVESTMENT FUND FMV 74028 74028 LAND 2493519 0 2493519 2493519 OFFICE EQUIPMENT 38144 37745 399 399 LAND IMPROVEMENTS 6500 6500 0 SOFTWARE IMPLEMENTATION 39000 7151 31849 31849 IT EQUIPMENT 3687 307 3380 3380 LEGAL 28064 1403 28482 ESCROWED DEPOSIT ON PROGRAM RELATED INVESTMENT 186845 190611 190611 OPERATING LEASE ROU ASSET 0 25182 25182 OFFICE EXPENSES 31913 1596 29769 BOD EXPENSE 13590 0 13590 MISCELLANEOUS/OTHER 714 714 UNREALIZED PORTFOLIO APPRECIATION/DEPRECIATION 2837241 UNREALIZED BENEFICIAL TRUSTS APPRECIATION 250502 FEDERAL NET INVESTMENT INCOME EXCISE TAX PAYABLE 76312 6012 DEFERRED FEDERAL NET INVESTMENT INCOME EXCISE TAX 13782 53220 OPERATING LEASE LIABILITY 0 24762 INVESTMENT MANAGEMENT 78791 78791 0 ADVERTISING, MARKETING, PR 2460 0 8102 TECHNOLOGY & IT SVCS 28084 1404 26680 CONSULTING & OUTSIDE CONTRACT SVCS 62991 0 62991 PAYROLL TAXES 28399 1420 26282 NET INVESTMENT INCOME EXCISE TAX 16013 0 0 DEFERRED NET INVESTMENT INCOME EXCISE TAX 39438 0 0 OTHER/MISC. 4309 0 0