Nonprofit · EIN 61-0518029
BLUE GRASS TRUST FOR HISTORIC PRESERVATION INC
Tax-exempt · LEXINGTON, KY 40507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $638,732 | $622,296 | $16,436 | $5,671,146 | $4,648 | $5,666,498 |
| June 30, 2024 | 990 | $398,559 | $799,408 | -$400,849 | $5,482,268 | $26,173 | $5,456,095 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $487,438
- of which government grants
- $65,436
- Membership dues
- $23,940
- Program service revenue
- $23,301
- Investment income
- $70,500
- Net rental income
- $55,328
- Net gain from sales of assets
- $12,910
- Other revenue
- $57,493
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $132,940
- Other salaries and wages
- $150,897
- Salaries, compensation and benefits (total)
- $337,393
- Professional fundraising fees
- $0
- Legal fees
- $842
- Occupancy
- $26,941
- Depreciation
- $65,664
- Program services (functional)
- $447,392
- Management and general (functional)
- $129,081
- Fundraising (functional)
- $45,823
Balance sheet and other
- Total assets, start of year
- $5,482,268
- Total assets, end of year
- $5,671,146
- Total liabilities, end of year
- $4,648
- Net assets, end of year
- $5,666,498
- Land, buildings and equipment
- $1,673,863
- Publicly traded securities
- $1,557,523
- Net assets without donor restrictions
- $5,666,498
- Gross receipts
- $938,634
- Employees
- 4
- Volunteers
- 45
- Year formed
- 1955
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN COLEMAN | EXECUTIVE DIRECTOR Officer | 40 | $118,567 | $11,928 |
| MIKE MEUSER | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| RICHARD SHEIN | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| MAUREEN PETERS | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| KENT PLEASANTS | TREASURER (TERM ENDED 3/8/2025) Trustee or director, Officer | 5 | $0 | $0 |
| EMILY BERGERON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANIE-RICE BROTHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHEA BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHY CHOPRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEIDRA DENNIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVE ELBON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEVERLY FORTUNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE GARDNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JO ELLEN HAYDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WANDA JAQUITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL MARTIN | DIRECTOR Trustee or director | 1 | $0 |
| BRENNA PYE | DIRECTOR Trustee or director | 1 | $0 |
| RICK QUEEN | DIRECTOR Trustee or director | 1 | $0 |
| PHILLIP TIBBS | DIRECTOR Trustee or director | 1 | $0 |
| DAN VIVIAN | DIRECTOR Trustee or director | 1 | $0 |
| EUGENE YOUNG | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EUGENE YOUNG | TREASURER Trustee or director, Officer | 5 | $0 |
| JANIE-RICE BROTHER | DIRECTOR Trustee or director | 1 | $0 |
| GENEVA DONALDSON | DIRECTOR Trustee or director | 1 | $0 |
| MAUREEN PETERS | SECRETARY Trustee or director, Officer | 5 | $0 |
| DAVE ELBON | DIRECTOR Trustee or director | 1 | $0 |
| STEVE GARDNER | DIRECTOR Trustee or director | 1 | $0 |
| WANDA JACQUITH | DIRECTOR Trustee or director | 1 | $0 |
| KATHY CHOPRA | DIRECTOR Trustee or director | 1 | $0 |
| BRENNA PYE | DIRECTOR Trustee or director | 1 | $0 |
| LUCY JONES | DIRECTOR Trustee or director | 1 | $0 |
| RICK QUEEN | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD SHEIN | DIRECTOR Trustee or director | 1 | $0 |
| CAROL MARTIN | DIRECTOR Trustee or director | 1 | $0 |
| MIKE MEUSER | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DAN VIVIAN | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| DIEDRA B DENNIE | DIRECTOR Trustee or director | 1 | $0 |
| EMILY BERGERON | DIRECTOR Trustee or director | 1 | $0 |
| BEVERLY FORTUNE | DIRECTOR Trustee or director | 1 | $0 |
| PHILIP TIBBS | DIRECTOR Trustee or director | 1 | $0 |
| TERRI KELLY | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 201 N MILL ST, LEXINGTON, KY 40507-1034
- Principal officer (990 for 2024)
- JONATHAN COLEMAN, 201 NORTH MILL, LEXINGTON, KY 40507
- Signed the 990
- JONATHAN COLEMAN, EXECUTIVE DIRECTOR
- Phone
- (859) 253-0362
- Website
- WWW.BLUEGRASSTRUST.ORG
- Return prepared by
- BLUE & CO LLC
Mission
OUR MISSION IS TO BE CENTRAL KENTUCKY'S RESOURCE FOR PROTECTING, REVITALIZING, AND PROMOTING OUR HISTORIC PLACES, ENHANCING THE QUALITY OF LIFE FOR ALL. OUR VISION IS TO LIVE IN A COMMUNITY THAT HONORS ITS DIVERSE CULTURAL LEGACIES THROUGH HISTORIC PRESERVATION.
Program accomplishments
- HISTORIC PRESERVATION EDUCATION: THE BLUE GRASS TRUST EDUCATES CENTRAL KENTUCKIANS ON THE BENEFITS AND PRACTICES OF HISTORIC PRESERVATION. OUR EDUCATIONAL PROGRAMMING INCLUDES: DETOURS: FOUNDED IN JANUARY 2011, THE MONTHLY BLUE GRASS TRUST DETOURS PROGRAM IS DESIGNED TO PROVIDE FREE, EASILY ACCESSIBLE TOURS OF PLACES THE PUBLIC CANNOT NORMALLY ACCESS, HELPING PEOPLE INTERACT WITH AND LEARN ABOUT THE HISTORIC PLACES THAT MAKE CENTRAL KENTUCKY SPECIAL. TOUR THE HISTORIC BLUEGRASS: FREE PRINT AND DIGITAL SELF-GUIDED TOURS OF THE HISTORIC DISTRICT DESIGNATIONS IN FAYETTE COUNTY, ALONG WITH THEMATIC TOURS ON SUCCESSFUL EXAMPLES OF ADAPTIVE REUSE OF HISTORIC PROPERTIES. THE HOPEMONT LECTURE: NAMED AFTER THE 1814 HOME THAT SPURRED THE CREATION OF THE BLUE GRASS TRUST, THE HOPEMONT LECTURE BRINGS THE NATION'S FOREMOST PRESERVATIONISTS AND HISTORIANS TO CENTRAL KENTUCKY. FREE AND OPEN TO THE PUBLIC, THE LECTURES INCLUDE A WORKSHOP FOR KENTUCKY'S PRESERVATION PROFESSIONALS AND A COMMUNITY VOLUNTEER ACTION. PRESERVATION MATTERS: THE BLUE GRASS TRUST'S SIGNATURE BIANNUAL PUBLICATION INFORMS THOUSANDS OF THE SWEEPING, BENEFICIAL IMPACTS OF PRESERVATION IN CENTRAL KENTUCKY. AMPLIFYING PRESERVATION SUCCESS STORIES, INSIGHTFUL LOCAL HISTORIES, IMPORTANT ADVOCACY WORK, AND HELPFUL RESOURCES, PRESERVATION MATTERS IS FREE IN BOTH PRINT AND DIGITAL FORMS AND IS MAILED TO APPROXIMATELY 6,000 HOUSEHOLDS ANNUALLY.Expenses $447,392 · revenue $23,301
- HISTORIC PRESERVATION ADVOCACY: THE BLUE GRASS TRUST LENDS OUR VOICE TO HISTORIC PRESERVATION EFFORTS IN OUR CENTRAL KENTUCKY COMMUNITIES. OUR ADVOCACY WORK INCLUDES: COMMUNITY OUTREACH: THROUGH PROGRAMS, EVENTS, AND OUTREACH EFFORTS, WE STRIVE TO RAISE AWARENESS ABOUT THE IMPORTANCE OF PRESERVING THE REGION'S CULTURAL HERITAGE AND LEGACY FOR FUTURE GENERATIONS, ACTIVELY ADVOCATING FOR POLICIES, PROGRAMS, AND INITIATIVES THAT PROTECT AND PROMOTE HISTORIC SITES, BUILDINGS, NEIGHBORHOODS, AND LANDSCAPES THROUGH MEANS SUCH AS HIGHLIGHTING DEMOLITION THREATS AND ORGANIZING PETITIONS TO SAVE ENDANGERED BUILDINGS. IN 2023-2024, WE LED THE COMMUNITY EFFORTS TO SAVE 13 NATIONAL-REGISTER-LISTED BUILDINGS FROM DEMOLITION AND SUCCESSFULLY ARGUED AGAINST UNFAIR BOND REQUIREMENTS FOR PRESERVATION ADVOCACY AT THE KENTUCKY SUPREME COURT. PRESERVATION AWARDS: FOR OVER 30 YEARS, THE PRESERVATION AWARDS HAVE HIGHLIGHTED THE POSITIVE, FAR-REACHING IMPACT THAT PRESERVATION PLAYS IN CENTRAL KENTUCKY BY HONORING INDIVIDUALS, PROJECTS, AND ORGANIZATIONS THAT EXEMPLIFY THE PROMOTION, AWARENESS, OR PRACTICE OF HISTORIC PRESERVATION WITHIN THE CENTRAL KENTUCKY REGION. PRESERVING PALMER PHARMACY: SAVED FROM DEMOLITION IN 2017, THE BLUE GRASS TRUST HAS LED THE EFFORT TO FIND A NEW STEWARD FOR HISTORIC PALMER PHARMACY, A MID-CENTURY GEM WITH AN IMPORTANT CIVIL RIGHTS STORY, LOCATED IN LEXINGTON'S EAST END NEIGHBORHOOD. THE BLUE GRASS TRUST WAS ABLE TO RAISE $100,000 TO OFFSET THE RENOVATION COSTS AND ASSISTED THE NEW STEWARD WITH PRESERVATION CONSULTING. THE BUILDING REOPENED AS THE MARKSBURY FAMILY WAYPOINT CENTER OF THE UNITED WAY OF THE BLUEGRASS AT HISTORIC PALMER PHARMACY IN MAY 2024.
- DIRECT HISTORIC PRESERVATION SERVICES: THE BLUE GRASS TRUST SERVES AS A RESOURCE AND GUIDE TO HELP CENTRAL KENTUCKIANS IN THEIR HISTORIC PRESERVATION EFFORTS WHILE ENGAGING IN PRESERVATION STEWARDSHIP PROJECTS OF OUR OWN. OUR SERVICES INCLUDE: CONSULTATION AND ADVISING: THROUGH ITS PROFESSIONAL STAFF AND FREE DIGITAL RESOURCES ON ITS WEBSITE, THE BLUE GRASS TRUST ASSISTS MEMBERS OF OUR COMMUNITIES IN FINDING RESOURCES AND FUNDING, NAVIGATING THEIR HISTORIC PRESERVATION PROJECTS, AND UNDERSTANDING THE NATIONAL REGISTER AND HISTORIC TAX CREDIT PROGRAMS. IN THIS YEAR WE CONSULTED, ADVISED, OR OTHERWISE ASSISTED WITH COMMUNITY PRESERVATION EFFORTS, LARGE AND SMALL, IN EVERY CENTRAL KENTUCKY COUNTY AND FIELDED AROUND 100 DIRECT REQUESTS FOR PRESERVATION ASSISTANCE. PROPERTY STEWARDSHIP: THE BLUE GRASS TRUST DIRECTLY STEWARDS FOUR UNIQUE HISTORIC PROPERTIES, THREE OF WHICH ARE ON THE NATIONAL REGISTER OF HISTORIC PLACES AND ALL OF WHICH ARE WITHIN HISTORIC DESIGNATION OVERLAYS. THESE PROPERTIES INCLUDE HOPEMONT, LATROBE'S POPE VILLA, ENDICOTT COTTAGE, AND THE DR. THOMAS HUNT MORGAN HOUSE. IN 2023-2024, WE INVESTED ALMOST $450,000 FOR A VITAL RESTORATION OF HOPEMONT, BUILT IN 1814. THE PLAQUE PROGRAM: THE BGT PLAQUE PROGRAM COULD BE CONSIDERED THE BLUE GRASS TRUST'S MOST VISIBLE PROGRAM. THE PLAQUE SERVES AS A VISUAL SYMBOL OF CIVIC PRIDE THAT IS MEANT TO SIGNIFY RESPECT AND APPRECIATION FOR THE HISTORIC VALUE OF THE PROPERTIES. IT CALLS ATTENTION TO BUILDINGS OF ARCHITECTURAL OR HISTORIC SIGNIFICANCE THAT ARE AT LEAST FIFTY YEARS OLD. OVER 800 PLAQUES HAVE BEEN AWARDED SINCE THE PROGRAM BEGAN IN THE EARLY 1970S, AND FOURTEEN NEW BUILDINGS WERE ADDED THIS YEAR.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 61-0518029
- 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
- 1958
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $5,671,146
- Income (IRS master file)
- $938,634
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $638,732 | $622,296 | $5,671,146 | IRS |
| 990 | June 2024 | $398,559 | $799,408 | $5,482,268 | XML |
| 990 | June 2023 | $457,984 | $547,886 | $6,506,611 | IRS |
| 990 | June 2022 | $699,603 | $470,664 | $6,343,781 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 61-0518029).
Questions about BLUE GRASS TRUST FOR HISTORIC PRESERVATION INC
- What is the EIN of BLUE GRASS TRUST FOR HISTORIC PRESERVATION INC?
- The employer identification number (EIN) of BLUE GRASS TRUST FOR HISTORIC PRESERVATION INC is 61-0518029.
- Is BLUE GRASS TRUST FOR HISTORIC PRESERVATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to BLUE GRASS TRUST FOR HISTORIC PRESERVATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BLUE GRASS TRUST FOR HISTORIC PRESERVATION INC 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 BLUE GRASS TRUST FOR HISTORIC PRESERVATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BLUE GRASS TRUST FOR HISTORIC PRESERVATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BLUE GRASS TRUST FOR HISTORIC PRESERVATION INC?
- The 990 for the year ended June 30, 2025 names JONATHAN COLEMAN.
- Who are the officers and directors of BLUE GRASS TRUST FOR HISTORIC PRESERVATION INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 1 received compensation from the organization, the highest $118,567 (JONATHAN COLEMAN, EXECUTIVE DIRECTOR).
- How much revenue does BLUE GRASS TRUST FOR HISTORIC PRESERVATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $638,732, expenses of $622,296 and total assets of $5,671,146 at year end.
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