Nonprofit · EIN 61-1204590
KENTUCKY HISTORICAL SOCIETY FOUNDATION INC
Tax-exempt · FRANKFORT, KY 40602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $624,820 | $536,149 | $88,671 | $7,875,518 | $3,114 | $7,872,404 |
| June 30, 2024 | 990 | $683,585 | $370,054 | $313,531 | $7,476,301 | $733 | $7,475,568 |
| June 30, 2023 | 990 | $457,357 | $542,664 | -$85,307 | $6,770,281 | $983 | $6,769,298 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $293,683
- Program service revenue
- $20,415
- Investment income
- $310,722
- Net gain from sales of assets
- $159,751
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $248,140
- Salaries, compensation and benefits (total)
- $248,140
- Professional fundraising fees
- $0
- Accounting fees
- $18,240
- Travel
- $137
- Depreciation
- $4,745
- Program services (functional)
- $425,482
- Management and general (functional)
- $37,755
- Fundraising (functional)
- $72,912
Balance sheet and other
- Total assets, start of year
- $7,476,301
- Total assets, end of year
- $7,875,518
- Total liabilities, end of year
- $3,114
- Net assets, end of year
- $7,872,404
- Land, buildings and equipment
- $9,485
- Net assets without donor restrictions
- $6,163,706
- Net assets with donor restrictions
- $1,708,698
- Gross receipts
- $813,730
- Employees
- 2
- Volunteers
- 16
- Year formed
- 1991
- 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 |
|---|---|---|---|
| CAROLLE JONES CLAY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ANTHONY APRO SR | FIRST VICE P Trustee or director, Officer | 1 | $0 |
| DAN BARBERCHECK | SEC VICE PRE Trustee or director, Officer | 1 | $0 |
| RYAN NEWCOMB | TREASURER Trustee or director, Officer | 1 | $0 |
| SCOTT ALVEY | SECRETARY Trustee or director, Officer | 1 | $0 |
| STEPHEN GRAY | TRUSTEE Trustee or director | 1 | $0 |
| HEATHER FRENCH HENRY | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS MORRIS | TRUSTEE Trustee or director | 1 | $0 |
| TOM MUNNINGHOFF | TRUSTEE Trustee or director | 1 | $0 |
| STEVE STEWART | TRUSTEE Trustee or director | 1 | $0 |
| MARION FORCHT | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH LLOYD JONES | TRUSTEE Trustee or director | 1 | $0 |
| JAMES C KLOTTER | TRUSTEE Trustee or director | 1 | $0 |
| CRIT LUALLEN | TRUSTEE Trustee or director | 1 | $0 |
| LOIS MATEUS | TRUSTEE Trustee or director | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAGGY PATTERSON | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT RICH | TRUSTEE Trustee or director | 1 | $0 |
| DAVID SMITH | TRUSTEE Trustee or director | 1 | $0 |
| KATHEY G SANDERS | EXECUTIVE DI Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE STEWART | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CAROLLE JONES CLAY | FIRST VICE P Trustee or director, Officer | 1 | $0 |
| DAN BARBERCHECK | SEC VICE PRE Trustee or director, Officer | 1 | $0 |
| RYAN NEWCOMB | TREASURER Trustee or director, Officer | 1 | $0 |
| SCOTT ALVEY | SECRETARY Trustee or director, Officer | 1 | $0 |
| DAVID SMITH | IMMED PAST P Trustee or director, Officer | 1 | $0 |
| JERRY DEATON | TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN GRAY | TRUSTEE Trustee or director | 1 | $0 |
| HEATHER FRENCH HENRY | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS MORRIS | TRUSTEE Trustee or director | 1 | $0 |
| TOM MUNNINGHOFF | TRUSTEE Trustee or director | 1 | $0 |
| GERALD SMITH | TRUSTEE Trustee or director | 1 | $0 |
| CHARLES STEWART | TRUSTEE Trustee or director | 1 | $0 |
| JED WEINBERG | TRUSTEE Trustee or director | 1 | $0 |
| MARION FORCHT | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH LLOYD JONES | TRUSTEE Trustee or director | 1 | $0 |
| JAMES C KLOTTER | TRUSTEE Trustee or director | 1 | $0 |
| CRIT LUALLEN | TRUSTEE Trustee or director | 1 | $0 |
| LOIS MATEUS | TRUSTEE Trustee or director | 1 | $0 |
| MAGGY PATTERSON | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT RICH | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE STEWART | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CAROLLE JONES CLAY | FIRST VICE P Trustee or director, Officer | 1 | $0 |
| DAN BARBERCHECK | SEC VICE PRE Trustee or director, Officer | 1 | $0 |
| RYAN NEWCOMB | TREASURER Trustee or director, Officer | 1 | $0 |
| SCOTT ALVEY | SECRETARY Trustee or director, Officer | 1 | $0 |
| DAVID SMITH | IMMED PAST P Trustee or director, Officer | 1 | $0 |
| CHIP ATKINS | TRUSTEE Trustee or director | 1 | $0 |
| JERRY DEATON | TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN GRAY | TRUSTEE Trustee or director | 1 | $0 |
| HEATHER FRENCH HENRY | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS MORRIS | TRUSTEE Trustee or director | 1 | $0 |
| TOM MUNNINGHOFF | TRUSTEE Trustee or director | 1 | $0 |
| JEN ROYTZ | TRUSTEE Trustee or director | 1 | $0 |
| GERALD SMITH | TRUSTEE Trustee or director | 1 | $0 |
| CHARLES STEWART | TRUSTEE Trustee or director | 1 | $0 |
| JED WEINBERG | TRUSTEE Trustee or director | 1 | $0 |
| MARION FORCHT | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH LLOYD JONES | TRUSTEE Trustee or director | 1 | $0 |
| JAMES C KLOTTER | TRUSTEE Trustee or director | 1 | $0 |
| CRIT LUALLEN | TRUSTEE Trustee or director | 1 | $0 |
| LOIS MATEUS | TRUSTEE Trustee or director | 1 | $0 |
| MAGGY PATTERSON | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT RICH | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6856, FRANKFORT, KY 40602-6856
- In care of
- % DOUGLAS HIGH
- Principal officer (990 for 2024)
- KATHEY G SANDERS, 100 W BROADWAY, FRANKFORT, KY 40601
- Signed the 990
- KATHEY G SANDERS, EXECUTIVE DIRECTOR
- Phone
- (502) 782-8130
- Website
- HISTORY.KY.GOV
- Return prepared by
- MILLER MAYER SULLIVAN & STEVENS LLP
Mission
THE KENTUCKY HISTORICAL SOCIETY FOUNDATION EXISTS SOLELY TO ASSIST AND SUPPORT THE KENTUCKY HISTORICAL SOCIETY (KHS). KHS'S MISSION IS TO EDUCATE AND ENGAGE THE PUBLIC THROUGH KENTUCKY HISTORY IN ORDER TO CONFRONT THE CHALLENGES OF THE FUTURE. SINCE 1836 THE COMMONWEALTH HAS ENTRUSTED KHS TO BE THE KEEPER OF ITS LEGACY. KHS HAS CONTINUED TO RE-IMAGINE THIS COMMITTMENT, DEEPENING IT TO ALSO HELP THE PUBLIC RECOGNIZE HISTORY'S VALUE AND USE IT TO ADDRESS THE ENDURING EDUCATIONAL/WORKFORCE DEVELOPMENT, SOCIAL, AND SUSTAINABILITY ISSUES FACING US TODAY.
Program accomplishments
- THERE IS A STRONG PUBLIC-PRIVATE PARTNERSHIP BETWEEN KHS AND THE KENTUCKY HISTORICAL SOCIETY FOUNDATION. OVER THE YEARS, THIS PARTNERSHIP HAS RESULTED IN THE BUILDING OF THE THOMAS D. CLARK CENTER FOR KENTUCKY HISTORY, THE ACQUISITION OF SOME OF KENTUCKY'S MOST SIGNIFICANT HISTORICAL TREASURES, THE EXPANSION STATEWIDE OF THE HISTORICAL MARKERS PROGRAM, AND MANY IMPORTANT EDUCATION INITIATIVES INCLUDING THE NATIONALLY AWARD-WINNING HISTORYMOBILE AND HISTORYSMARTS PROGRAMS, AND NATIONAL HISTORY DAY. MORE THAN 4,500 KENTUCKY MIDDLE AND HIGH SCHOOL STUDENTS PARTICIPATE EACH YEAR. IN ANY GIVEN YEAR INDIVIDUALS, CORPORATIONS AND FOUNDATIONS GIVE TO NEARLY FORTY DIFFERENT KHS PROGRAMS AND ACTIVITIES AT KHS. THESE GIFTS HELP MAKE KHS COLLECTIONS MORE ACCESSIBLE TO THE PUBLIC AND TO TEACH KENTUCKY STUDENTS IMPORTANT CRITICAL THINKING SKILLS BY ENGAGING THEM IN THE HISTORICAL PROCESS. THEY ALSO HELP RAISE AWARENESS OF LOCAL HISTORY RESOURCES THROUGHOUT THE COMMONWEALTH, PRESERVE OUR HERITAGE, AND TEACH US WHAT IT MEANS TO BE A KENTUCKIAN.Expenses $425,482 · revenue $20,415
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
- 61-1204590
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A540)
- Assets (IRS master file)
- $7,875,518
- Income (IRS master file)
- $813,730
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $624,820 | $536,149 | $7,875,518 | XML |
| 990 | June 2024 | $683,585 | $370,054 | $7,476,301 | XML |
| 990 | June 2023 | $457,357 | $542,664 | $6,770,281 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 61-1204590).
Questions about KENTUCKY HISTORICAL SOCIETY FOUNDATION INC
- What is the EIN of KENTUCKY HISTORICAL SOCIETY FOUNDATION INC?
- The employer identification number (EIN) of KENTUCKY HISTORICAL SOCIETY FOUNDATION INC is 61-1204590.
- Is KENTUCKY HISTORICAL SOCIETY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to KENTUCKY HISTORICAL SOCIETY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KENTUCKY HISTORICAL SOCIETY FOUNDATION 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 KENTUCKY HISTORICAL SOCIETY FOUNDATION 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 KENTUCKY HISTORICAL SOCIETY FOUNDATION 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 KENTUCKY HISTORICAL SOCIETY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names KATHEY G SANDERS.
- Who are the officers and directors of KENTUCKY HISTORICAL SOCIETY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does KENTUCKY HISTORICAL SOCIETY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $624,820, expenses of $536,149 and total assets of $7,875,518 at year end.
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