Nonprofit · EIN 56-2498254
CAVE HILL HERITAGE FOUNDATION INCORPORATED
Tax-exempt · LOUISVILLE, KY 40204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $366,472 | $405,221 | -$38,749 | $745,996 | $22,012 | $723,984 |
| December 31, 2023 | 990 | $413,273 | $199,659 | $213,614 | $768,130 | $8,800 | $759,330 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $339,045
- Program service revenue
- $25,874
- Investment income
- $0
- Other revenue
- $1,553
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,630
- Travel
- $2,528
- Depreciation
- $2,203
- Program services (functional)
- $306,415
- Management and general (functional)
- $51,995
- Fundraising (functional)
- $46,811
Balance sheet and other
- Total assets, start of year
- $768,130
- Total assets, end of year
- $745,996
- Total liabilities, end of year
- $22,012
- Net assets, end of year
- $723,984
- Land, buildings and equipment
- $5,870
- Publicly traded securities
- $117,910
- Net assets without donor restrictions
- $723,984
- Gross receipts
- $366,472
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2005
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GWEN MOONEY | PRESIDENT/CEO Officer | 4 | $0 | $383,266 | $30,556 |
| CHRIS ROWAN | VICE PRESIDENT/CFO Officer | 1 | $0 | $210,468 | $38,032 |
| J MCFERRAN BARR II | BOARD MANAGER Trustee or director | 1 | $0 | $0 | $0 |
| PAUL J BICKEL III | BOARD MANAGER Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA RODES ROBINSON | BOARD MANAGER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN DABNEY LAVIN | BOARD MANAGER Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD HC DICK CLAY | BOARD MANAGER Trustee or director | 1 | $0 | $0 | $0 |
| CARL S THOMAS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GWEN MOONEY | PRESIDENT/CEO Officer | 1 | $0 | $358,999 | $19,999 |
| CHRIS ROWAN | VICE PRESIDENT/CFO Officer | 1 | $0 | $204,960 | $26,180 |
| J MCFERRAN BARR II | BOARD MANAGER Trustee or director | 1 | $0 | $0 | $0 |
| PAUL J BICKEL III | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARBARA RODES ROBINSON | BOARD MANAGER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN DABNEY LAVIN | BOARD MANAGER Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD HC DICK CLAY | BOARD MANAGER Trustee or director | 1 | $0 | $0 | $0 |
| CARL S THOMAS | BOARD MANAGER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 701 BAXTER AVE, LOUISVILLE, KY 40204-1726
- In care of
- % LEROY SQUIRES
- Principal officer (990 for 2024)
- DAWN DRISKELL, 701 BAXTER AVE, LOUISVILLE, KY 40204
- Signed the 990
- DAWN DRISKELL, CFO
- Phone
- (502) 451-5630
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
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.
Program accomplishments
- CAVE HILL CEMETERY PRESERVATION, EDUCATIONAL TOURS, AND GRIEF RECOGNITION PROGRAMSExpenses $306,415 · revenue $27,427
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-2498254
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y50)
- Assets (IRS master file)
- $745,996
- Income (IRS master file)
- $366,472
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $366,472 | $405,221 | $745,996 | XML |
| 990 | December 2023 | $413,273 | $199,659 | $768,130 | XML |
| 990 | December 2022 | $286,442 | $340,146 | $544,257 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2498254).
Questions about CAVE HILL HERITAGE FOUNDATION INCORPORATED
- What is the EIN of CAVE HILL HERITAGE FOUNDATION INCORPORATED?
- The employer identification number (EIN) of CAVE HILL HERITAGE FOUNDATION INCORPORATED is 56-2498254.
- Is CAVE HILL HERITAGE FOUNDATION INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to CAVE HILL HERITAGE FOUNDATION INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAVE HILL HERITAGE FOUNDATION INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CAVE HILL HERITAGE FOUNDATION INCORPORATED due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAVE HILL HERITAGE FOUNDATION INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CAVE HILL HERITAGE FOUNDATION INCORPORATED?
- The 990 for the year ended December 31, 2024 names DAWN DRISKELL.
- Who are the officers and directors of CAVE HILL HERITAGE FOUNDATION INCORPORATED?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does CAVE HILL HERITAGE FOUNDATION INCORPORATED have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $366,472, expenses of $405,221 and total assets of $745,996 at year end.
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