2026-02-20T17:06:26-06:00 2025-06-30 580673524 MSTILLER LLC 1960 SATELLITE BLVD SUITE 3600 DULUTH GA 30097 990PF 2024-07-01 610475632 THE GREATER CLARK FOUNDATION INC GREA 8593559054 PO BOX 4843 WINCHESTER KY 40392 TIMOTHY JOHNSON PRESIDENT & CEO 8593559054 2026-02-19 1 0 GREGORY W HAYES P00054246 7709958800 2026-02-04 2024 2025-03-06 01:10:19Z X 45737719 X 152515 799501 795834 101081 -223471 5466237 33388025 5466237 811 0 6520145 6262071 212500 10625 216947 253423 12671 230052 73726 3686 70040 38235 1912 38694 64134 32067 30785 192788 90032 99256 112704 1408 30678 340973 0 104241 5212 93405 38458 0 38458 104868 3183 97581 1536050 160796 945896 400750 571775 1936800 160796 1517671 4583345 6101275 357624 869781 769781 4948 3891 3891 26437201 27084733 27084733 9474807 10847356 10847356 74028 150062 150062 9843863 3164994 6972284 6678869 6678869 215793 203027 203027 43536685 45837719 45737719 167625 163015 150000 83994 103339 401619 266354 X 39135247 41381299 3999819 4190066 43135066 45571365 43536685 45837719 43135066 4583345 232807 47951218 2379853 45571365 INVESTMENT PORTFOLIO P 33388025 27921788 5466237 5466237 5466237 84808 0 84808 0 84808 9248 0 0 0 9248 X 3176 78736 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 0 0 1 WWW.CLARKAMBITION.ORG TIMOTHY JOHNSON PRESIDENT & CEO 8593559054 125 SOUTH MAIN STREET WINCHESTER KY 40391 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 PRESIDENT & CEO UNTIL 2/28/25 40.00 212500 40346 0 LEOLA HAMPTON 125 S MAIN STREET WINCHESTER KY 40391 DIRECTOR, SECRETARY 1.00 0 0 0 PASTOR MARVIN KING 125 S MAIN STREET WINCHESTER KY 40391 DIRECTOR 1.00 0 0 0 BRANDI PEACHER 125 S MAIN STREET WINCHESTER KY 40391 DIRECTOR 1.00 0 0 0 MARY T YEISER 125 S MAIN STREET WINCHESTER KY 40391 DIRECTOR 1.00 0 0 0 TIMOTHY JOHNSON 125 S MAIN STREET WINCHESTER KY 40391 PRESIDENT & CEO EFFECTIVE 9/1/25 40.00 0 0 0 STAFF OF 3 125 S MAIN STREET WINCHESTER KY 40391 PROFESSIONAL STAFF 40.00 250018 37256 0 0 US BANCORP 1555 N RIVERCENTER DR STE 300 MILWAUKEE WI 88912 INVESTMENT ADVISORY SERVICES 88912 DHC SEARCH 3223 COUNTY RD WINDSOR VT 05089 EXECUTIVE DIRECTOR SEARCH 54497 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. 80232 80232 32956467 380890 0 33337357 0 0 33337357 500060 32837297 1641865 1641865 84808 84808 1557057 21025 1578082 0 1578082 1517671 80232 47560 1645463 1578082 0 0 383787 72326 456113 1645463 0 0 152515 1492948 0 85134 85134 523494 0 0 0 0 0 152515 298653 72326 72326 X APPALACHIA FUNDERS NETWORK 1456 PATTON AVE ASHVILLE NC 28806 NONE PC FUNDING PARTNER CONTRIBUTION 550 BLUE GRASS COMMUNITY FOUNDATION- FBO LEGACY GREENSCAPES 499 EAST HIGH STREET LEXINGTON KY 40507 NONE PC ENDOWMENT GRANT 2024 100000 BLUE GRASS COMMUNITY FOUNDATION- FBO LEGACY GREENSCAPES 499 EAST HIGH STREET LEXINGTON KY 40507 NONE PC OPERATING SUPPORT GRANT 220000 BLUE GRASS COMMUNITY FOUNDATION- FBO LEGACY GREENSCAPES 499 EAST HIGH STREET LEXINGTON KY 40507 NONE PC ENDOWMENT GRANT 2025 100000 CLARK COUNTY EQUITY COALITION 1619 BYPASS ROAD PMB 105 WINCHESTER KY 40391 NONE PC SENIOR INTERPRETER CO-OP PROGRAM 20000 CLARK COUNTY PUBLIC SCHOOLS 1600 W LEXINGTON AVE WINCHESTER KY 40391 NONE PC LITERACY LIFT-OFF PROGRAM 100000 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 CAPACITY BUILDING - FINANCE SUMMIT 5000 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 5900 SEATTLE FOUNDATION 1601 5TH AVE SUITE 1900 WASHINGTON WA 98101 NONE PC SUPPORT EQUITABLE EVALUATION INITIATIVE 5000 THE HARWOOD INSTITUTE FOR PUBLIC INNOVATION 4915 ST ELMO AVE 402 BETHESDA MD 20814 NONE PC CIRCLE OF CATALYTIC FUNDERS 10000 571775 0 14 799501 -223471 18 5466237 MISCELLANEOUS/OTHER 900099 01 811 0 6265738 -222660 6043078 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 58841 X 2 JACK & NANCY RAGLAND MEM TRUST PO BOX 919798 ORLANDO FL 328919798 63051 X 3 CLARK CO REG MED CTR S BUSH CHARITABLE TRUST 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 21947 X 4 CLARK CO REG MED CTR S MCCORMICK CHARITABLE TRUST 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 8676 X ACCOUNTING 64134 32067 30785 LAND 1964-06-27 2493519 L 0 0 OFFICE EQUIPMENT 2012-06-05 39266 37745 SL 10.000000000000 1016 0 LAND IMPROVEMENTS 2013-07-01 6500 6500 SL 10.000000000000 0 0 SOFTWARE IMPLEMENTATION 2023-07-01 39000 7151 SL 5.000000000000 7800 0 MEDICAL OFFICE BLDG 1999-01-01 2123992 1803309 SL 39.000000000000 70800 0 SIGNAGE 2013-07-10 13595 9968 SL 15.000000000000 906 0 CAPITALIZED REPAIRS 2018-09-30 38900 15127 SL 15.000000000000 2593 0 CAPITALIZED ROOFING 2018-11-05 98270 18563 SL 39.000000000000 3276 0 LAND IMPROVEMENTS 2020-09-30 4939574 925360 SL 20.000000000000 246977 0 IT EQUIPMENT 2024-01-24 6808 307 SL 5.000000000000 771 0 LEASEHOLD IMPROVEMENTS 2025-03-31 45561 SL 5.000000000000 6834 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).2024 QUALIFYING DISTRIBUTIONS TREATED AS BEING MADE OUT OF CORPUS: $152,515. FIXED INCOME MUTUAL FUNDS AND ETFS 10847356 10847356 EQUITY MUTUAL FUNDS AND ETFS 22894667 22894667 BENEFICIAL INTERESTS IN ENDOWMENT TRUSTS 4190066 4190066 PROGRAM-RELATED PRIVATE INVESTMENT FUND FMV 150062 150062 LAND 2493519 0 2493519 2493519 OFFICE EQUIPMENT 39266 38761 505 505 LAND IMPROVEMENTS 6500 6500 0 SOFTWARE IMPLEMENTATION 39000 14951 24049 24060 IT EQUIPMENT 6808 1078 5730 4608 LEASEHOLD IMPROVEMENTS 45561 6834 38727 38727 LEGAL 38235 1912 38694 ESCROWED DEPOSIT ON PROGRAM RELATED INVESTMENT 190611 194442 194442 OPERATING LEASE ROU ASSET 25182 8585 8585 UNREALIZED PORTFOLIO DEPRECIATION 2379853 OFFICE EXPENSES 63665 3183 60144 BOD EXPENSE 21164 0 17398 PUBLIC EVENTS 20039 0 20039 MISCELLANEOUS/OTHER 811 811 UNREALIZED BENEFICIAL TRUSTS APPRECIATION 199921 DEFERRED TAX BENEFIT 32886 FEDERAL NET INVESTMENT INCOME EXCISE TAX PAYABLE 6012 75560 DEFERRED FEDERAL NET INVESTMENT INCOME EXCISE TAX 53220 20334 OPERATING LEASE LIABILITY 24762 7445 INVESTMENT MANAGEMENT 89206 89206 0 ADVERTISING, MARKETING, PR 5335 0 5335 TECHNOLOGY & IT SVCS 16518 826 15692 OUTSIDE CONTRACT SVCS 57229 0 57229 STRATEGIC CONSULTING 24500 0 21000 PAYROLL TAXES 28156 1408 30678 NET INVESTMENT INCOME EXCISE TAX 84548 0 0