2025-12-23T12:34:46-06:00 2025-06-30 201518594 RFH PLLC 300 WEST VINE STREET STE 800 LEXINGTON KY 405071812 990 2024-07-01 310968842 THE KENTUCKY BAR FOUNDATION INC KENT 5025643795 514 W MAIN ST FRANKFORT KY 406011812 SUSAN H DUNCAN EXECUTIVE DIRECTOR 5025643795 2025-12-15 1 1 HEATHER R COCHRAN CPA P01405578 8592311800 2024 2025-03-06 01:10:19Z SUSAN H DUNCAN 514 W MAIN ST FRANKFORT KY 406011812 13238813 0 X WWW.KYBARFOUNDATION.ORG X 1958 KY FURTHER THE PUBLIC'S UNDERSTANDING OF THE JUDICIAL SYSTEM AND THE LEGAL PROFESSION THROUGH PROGRAMS AND PHILANTHROPIC PARTNERSHIPS THAT HELP THOSE IN NEED. 41 41 0 43 0 0 5995975 6074675 0 0 400115 947183 19386 32362 6415476 7054220 1671139 1365171 0 0 202169 299757 0 0 19627 146286 196118 2019594 1861046 4395882 5193174 16375038 22160647 413538 443890 15961500 21716757 TO PROMOTE THE ADMINISTRATION OF JUSTICE AND TO EDUCATE THE PUBLIC ABOUT THE ROLE OF THE JUDICIAL SYSTEM AND THE LEGAL PROFESSION IN THE SOCIETY. 0 0 1611710 1331171 FINANCIAL SUPPORT FOR LEGAL SERVICE PROGRAMS IN KENTUCKY. 34000 34000 PROVIDE SCHOLARSHIP AND FELLOWSHIPS. 1645710 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 41 41 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X SUSAN H DUNCAN 5025643795 514 W MAIN ST FRANKFORT KY 406011812 JACK N LACKEY JR DIRECTOR 2.00 X 0 0 0 NATASHA CAMENISCH LITTLE DIRECTOR 2.00 X 0 0 0 G KENT PRICE DIRECTOR 2.00 X 0 0 0 LINDSAY H HINTON DIRECTOR 2.00 X 0 0 0 J ANDREW JOHNSON DIRECTOR 2.00 X 0 0 0 STEPHANIE MCGEHEE-SHACKLETTE DIRECTOR 2.00 X 0 0 0 DOUGLAS G BENGE DIRECTOR 2.00 X 0 0 0 J HADDEN DEAN KBF VICE PRESIDENT 2.00 X X 0 0 0 SHAWNA M VANHOOK DIRECTOR 2.00 X 0 0 0 BRADLEY A CASE DIRECTOR 2.00 X 0 0 0 CAITLIN J GRIMES DIRECTOR 2.00 X 0 0 0 DEENA G OMBRES DIRECTOR 2.00 X 0 0 0 MELINDA T SUNDERLAND KBF PRESIDENT-ELECT 2.00 X X 0 0 0 STEPHEN G AMATO DIRECTOR 2.00 X 0 0 0 AARON A COLE-FUNFSINN DIRECTOR 2.00 X 0 0 0 SADHNA G TRUE KBF IMMED. PAST PRES. 2.00 X X 0 0 0 REWA MEDHAT ZAKHARIA DIRECTOR 2.00 X 0 0 0 JESSICA L CRAVEN DIRECTOR 2.00 X 0 0 0 S BETH MOORE DIRECTOR 2.00 X 0 0 0 EMILY E WALTERS KBF PRESIDENT 2.00 X X 0 0 0 MIRANDA D CLICK DIRECTOR 2.00 X 0 0 0 RHONDA M COPLEY DIRECTOR 2.00 X 0 0 0 RACHEL WAGNER KENNEDY KBF SECRETARY-TREASURER 2.00 X X 0 0 0 JUSTICE KELLY THOMPSON DIRECTOR/ IOLTA TRUSTEE 2.00 X 0 0 0 JDG JACQUELINE CALDWELL DIRECTOR 2.00 X 0 0 0 JDG M BRENT HALL DIRECTOR 2.00 X 0 0 0 JDG PAUL E CRAFT DIRECTOR 2.00 X 0 0 0 JUDITH DAAR DIRECTOR 2.00 X 0 0 0 PAUL E SALAMANCA DIRECTOR 2.00 X 0 0 0 MELANIE B JACOBS DIRECTOR 2.00 X 0 0 0 W FLETCHER SCHROCK KBA PAST PRESIDENT REPRESENTATIVE 2.00 X X 0 0 0 CHRISTINE L STANLEY YOUNG LAWYERS DIVISION REPRESENTATIVE 2.00 X 0 0 0 L MILLER GRUMLEY DIRECTOR / IOLTA CHAIR 2.00 X 0 0 0 CLAY M STEVENS IOLTA SEC-TREAS 2.00 X X 0 0 0 LUTHER DEATON JR IOLTA TRUSTEE 2.00 X 0 0 0 RHONDA JENNINGS BLACKBURN KBA PRES. REP. / IOLTA TRUSTEE 2.00 X 0 0 0 OLIVIA H GILKISON IOLTA TRUSTEE 2.00 X 0 0 0 AMANDA HILL IOLTA TRUSTEE 2.00 X 0 0 0 EILEEN M O'BRIEN IOLTA TRUSTEE 2.00 X 0 0 0 REBECCA SIMPSON IOLTA TRUSTEE 2.00 X 0 0 0 JAMES A DIETZ IOLTA TRUSTEE 2.00 X 0 0 0 SUSAN DUNCAN EXECUTIVE DIRECTOR 40.00 X 0 80348 0 0 80348 0 0 0 0 0 0 6074675 6074675 676628 676628 1778 1778 6415282 6144727 270555 270555 270555 70450 39866 30584 30584 7054220 1778 0 977767 1365171 1365171 80348 53577 11761 15010 142215 116640 25575 61438 46521 11402 3515 15756 12131 2523 1102 21467 20011 1456 17250 10975 6275 98425 98425 7740 7740 4894 3278 1616 9600 6720 2880 3020 765 2255 1385 620 765 11578 5789 5789 9422 9422 MISCELLANEOUS 5041 742 4299 DUES AND SUBSCRIPTIONS 3382 2560 822 FELLOWS 2239 2239 AWARDS 675 210 465 1861046 1645710 195709 19627 410113 1312831 6947 37945 594035 491949 17677 17677 0 0 15363943 20317922 16375038 22160647 71911 131322 341627 312568 413538 443890 X 15890450 21663594 71050 53163 15961500 21716757 16375038 22160647 5193174 562083 0 X X 0 1 X 1 0 X 1089041 1061295 3390941 5995972 6074675 17611924 1089041 1061295 3390941 5995972 6074675 17611924 17611924 474079 373791 389742 400115 947182 2584909 20196833 0.87200 0.87770 X 6205976 432773 702706 187004 7154451 5755505 16159 687620 253308 6205976 5511457 17563 451074 224589 5755505 6393148 390000 -622185 649506 5511457 5379123 314000 1175462 475437 6393148 0 0 3440 3440 0 14237 14237 0 0 PENSION WITHDRAWAL LIABILITY 312568 312568 X 7557744 562083 39866 601949 6955795 98425 98425 7054220 1802487 39866 39866 1762621 98425 98425 1861046 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, HOWEVER, THE FOUNDATION IS NOT EXEMPT FROM TAX IMPOSED UPON UNRELATED ACTIVITY INCOME. THE FOUNDATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. THE FOUNDATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS OR POSSIBLE RELATED INTEREST OR PENALTIES. THE FOUNDATION GENERALLY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE JOHNSTONE AWARD DINNER 20425 20425 220 2215 3700 300 393 MINTON AWARD DINNER 43000 43000 380 3612 11220 400 1138 1 7025 7025 1368 1850 1000 127 70450 70450 600 7195 16770 1700 1658 27923 42527 1 APPALACHIAN RESEARCH AND DEFENSE FUND OF KENTUCKY INC (APPALRED LEGAL AID 120 N FRONT AVE PRESTONSBURG KY 41653 610848948 298700 0 BOOK APPALRED CENTRAL INTAKE AND VOLUNTEER LAWYERS FOR APPALACHIAN KENTUCKY LEGAL AID OF THE BLUEGRASS 104 E SEVENTH STREET COVINGTON KY 41011 610668572 261500 0 BOOK VOLUNTEER LAWYER PROGRAM & IOLTA FELLOWSHIP PROGRAM LEGAL AID SOCIETY INC 416 W MUHAMMAD ALI BLVD LOUSIVILLE KY 40202 610537626 236800 0 BOOK KENTUCKY LEGAL AID LEGAL ASSISTANCE PROJECT AND VETERANS KENTUCKY LEGAL AID 1700 DESTINY LANE BOWLING GREEN KY 42104 610916523 228000 0 BOOK LEGAL AID SOCIETY FUNDING NKU RESEARCH FOUNDATIONCHASE NUNN DRIVE UC 405D HIGHLAND HEIGHT KY 45157 201787893 20000 0 BOOK IOLTA PUBLIC SERVICE FELLOWSHIPS STUDENT PUBLIC INTERST LAW FOUNDATION UNIVERSITY OF KENTUCKY COLLEGE OF L 620 S LIMESTONE ST LEXINGTON KY 405060048 616001218 20000 0 BOOK IOLTA PUBLIC SERVICE FELLOWSHIPS UOFLGREENEBAUM PUBLIC SERVICE PROGRAM 2301 S THIRD STREET LOUISVILLE KY 40292 611029626 20000 0 BOOK IOLTA PUBLIC SERVICE FELLOWSHIPS FAMILY ENRICHMENT CENTER 1133 ADAMS STREET BOWLING GREEN KY 42101 610956466 15000 0 BOOK SUPERVISED VISITATION HOLLY HILL CHILD & FAMILY SOLUTIONS 9599 SUMMER HILL ROAD CALIFORNIA KY 41007 610461729 15000 0 BOOK SUPERVISED VISITATION LA CASITA CENTER 233 E MAGNOLIA AVE LOUSIVILLE KY 40208 743178408 15000 0 BOOK FOR LEGAL AID MICAH LEGAL 219 E SHORT ST 2 LEXINGTON KY 40507 814791143 15000 0 BOOK INTERNS FOR LEGAL SERVICES SAFE HARBOR OF NORTHEAST KY INC 3700 LANDSDOWNE DRIVE ASHLAND KY 41102 611155742 11000 0 BOOK DOMESTIC ABUSE THE ION CENTER FOR VIOLENCE PREVENTION 835 MADISON AVE COVINGTON KY 41011 610908752 11000 0 BOOK DOMESTIC ABUSE THE NEST-CENTER FOR WOMEN CHILDREN & FAMILIES 530 N LIMESTONE ST LEXINGTON KY 40508 310904247 11000 0 BOOK DOMESTIC ABUSE BRIGHTON CENTER PO BOX 325 NEWPORT KY 41072 610673886 10000 0 BOOK HOUSING CATHOLIC CHARITIES OF LOUISVILLE 600 LOCUST ST OWENSBORO KY 42301 616032455 10000 0 BOOK IMMIGRATION CATHOLIC CHARITIES DIOCESE OF OWENSBORO 435 E BROADWAY LOUISVILLE KY 40202 611239600 10000 0 BOOK IMMIGRATION KY EQUAL JUSTICE CENTER 173 MAIN ST NW 800 WASHINGTON DC 20036 521469738 10000 0 BOOK IMMIGRATION KY HIGH SCHOOLD MOCK TRIAL ASSOCIATION 340 DEEPWOODS DR HIGHLAND HEIGHT KY 41076 384027751 10000 0 BOOK LEGAL EDUCATION (PIPELINE INITIATIVE) KY INNOCENCE PROJECT 5 MILL CREEK PARK FRANKFORT KY 40601 260357981 10000 0 BOOK CRIMINAL JUSTICE KY REFUGEE MINISTRIES 501 W 6TH ST STE 250 LEXINGTON KY 40508 611229842 10000 0 BOOK IMMIGRATION KENTUCKY YMCA YOUTH ASSOCIATION 91 C MICHAEL DAVENPORT BLVD FRANKFORT KY 40601 610444841 10000 0 BOOK LEGAL EDUCATION (PIPELINE INITIATIVE) NKU CHASE COLLEGE OF LAW 501 NUNN HALL HIGHLAND HEIGHT KY 410996031 201787893 10000 0 BOOK SCHOLARSHIP U OF L BRANDEIS SCHOOL OF LAW 2301 S THIRD STREET LOUISVILLE KY 40292 611029626 10000 0 BOOK SCHOLARSHIP UK ROSENBERG COLLEGE OF LAW 261 LAW BUILDING LEXINGTON KY 40506 616001218 10000 0 BOOK SCHOLARSHIP BARREN RIVER AREA CHILD ADVOCACY CENTER 103 E 12TH AVE BOWLING GREEN KY 42101 611337449 9500 0 BOOK CHILD ADVOCACY CHILDREN'S LAW CENTER INC 1002 RUSSELL ST COVINGTON KY 41011 611167352 7500 0 BOOK CHILD ADVOCACY HOPE'S PLACE INC (CHILD ADVOCACY CENTER) 1100 GREENUP AVE ASHLAND KY 41101 311501089 6800 0 BOOK CHILD ADVOCACY HOTEL INC 1005 BOATLANDING RD BOWLING GREEN KY 42101 311021948 5240 0 BOOK LEGAL EDUCATION PART I, LINE 2: GRANT RECIPIENTS ARE REQUIRED TO SUBMIT BOTH SEMI-ANNUAL AND ANNUAL GRANT REPORTS TO EITHER IOLTA AND/OR THE BAR FOUNDATION, DEPENDING ON WHO MADE THE GRANT. IN ADDITION, PERIODIC SITE VISITS ARE PERFORMED FOR BOTH IOLTA AND THE BAR FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OVERSEES MANAGEMENT'S REGULAR REVIEW OF POTENTIAL CONFLICTS AND THEIR RESOLUTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY AND BENEFITS ARE PAID FROM KENTUCKY BAR ASSOCIATION ID 61-0488768, A RELATED ENTITY. KENTUCKY BAR FOUNDATION AND THE KENTUCKY IOLTA FUND REIMBURSES KENTUCKY BAR ASSOCIATION OR THE EXECUTIVE DIRECTOR'S SALARY AND BENEFITS. FORM 990, PART VI, LINE 15B THE IOLTA BUDGET IS DEVELOPED TO INCLUDE A TOTAL SALARY LINE AND APPROVED BY THE IOLTA BOARD OF TRUSTEES AND THE KENTUCKY SUPREME COURT WHICH MUST APPROVE THE IOLTA BUDGET. FORM 990, PART VI, SECTION C, LINE 19 TAXPAYER STATES ON ITS WEBSITE THAT THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE UPON WRITTEN REQUEST. FORM 990 PART XI, LINE 2C THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT AUDITORS HAS NOT CHANGED FROM THE PRIOR YEAR. KENTUCKY BAR ASSOCIATION 514 WEST MAIN STREET FRANKFORT KY 40601 610488768 IMPL, ADMIN, AND ENFORCE KY SUPREME CT RULINGS KY 501(C)(6) 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 KENTUCKY BAR ASSOCIATION D 312568 ACTUAL AMOUNT KENTUCKY BAR ASSOCIATION K 9600 ACTUAL COST KENTUCKY BAR ASSOCIATION P 315392 ACTUAL COST