2024-11-15T10:46:04-05:00 2023-12-31 842958243 OBERLANDER FINANCIAL SERVICES PLLC 997 GOVERNORS LANE STE 150 LEXINGTON KY 40513 990 2023-01-01 611259085 THE THOMAS D CLARK FOUNDATION INC THOM 8592578436 997 GOVERNORS LANE STE 150 LEXINGTON KY 40513 WILLIAM FRANCIS VICE PRESIDENT 8292292661 2024-11-12 false BRADLEY P OBERLANDER CPA P00737422 8595523342 2024-11-15 X 2023 2024-10-15 13:58:12Z BENNIE IVORY 130331 false X WWW.THOMASDCLARKFOUNDATION.ORG X 1994 KY THE FOUNDATIONS'S PURPOSE IS TO SUPPORT EDUCATION, ESPECIALLY THE WORK OF THE UNIVERSITY PRESS OF KENTUCKY WHOSE PUBLICATIONS INCLUDE BOOKS AND EDUCATIONAL MATERIALS ABOUT KENTUCKY. 19 19 0 0 30247 62106 0 56880 68225 0 87127 130331 68525 141000 0 0 0 0 52644 54320 121169 195320 -34042 -64989 3890583 4303116 0 3890583 4303116 THE FOUNDATIONS'S PURPOSE IS TO SUPPORT EDUCATION, ESPECIALLY THE WORK OF THE UNIVERSITY PRESS OF KENTUCKY WHOSE PUBLICATIONS INCLUDE BOOKS AND EDUCATIONAL MATERIALS ABOUT KENTUCKY. false false 157026 141000 THE FOUNDATION'S PURPOSE IS TO SUPPORT EDUCATION, ESPECIALLY THE WORK OF THE UNIVERSITY PRESS OF KENTUCKY WHOSE PUBLICATIONS INCLUDE BOOKS AND EDUCATIONAL MATERIALS ABOUT KENTUCKY. 157026 true true false true false false false false false true false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false true false false false false true 0 0 false 0 false false false false false false false false X 19 19 false false false false false false false true true false false false true true true false false false false false KY X OBERLANDER FINANCIAL SERVICES PLLC 8595523342 997 GOVERNORS LANE STE 150 LEXINGTON KY 40513 X X ALOMA DEW DIRECTOR 1.00 X 0 0 0 VIRGINIA FOX DIRECTOR 1.00 X 0 0 0 WILLIAM FRANCIS VICE PRESIDE 1.00 X X 0 0 0 WILLIAM GILES ASSISTANT TR 1.00 X X 0 0 0 CONNIE GOODMAN DIRECTOR 1.00 X 0 0 0 MICHAEL HAMMONS DIRECTOR 1.00 X 0 0 0 RAYMOND HEBERT DIRECTOR 1.00 X 0 0 0 JAMES HOLSINGER TREASURER 1.00 X X 0 0 0 BENNIE IVORY PRESIDENT 1.00 X X 0 0 0 NANA LAMPTON DIRECTOR 1.00 X 0 0 0 STAN MACDONALD DIRECTOR 1.00 X 0 0 0 WANDA MITCHELL-SMITH DIRECTOR 1.00 X 0 0 0 MARK NEIKIRK DIRECTOR 1.00 X 0 0 0 JUDY OWENS DIRECTOR 1.00 X 0 0 0 DAVID RATTERMAN SECRETARY 1.00 X X 0 0 0 ASHLEY RUNYON EX - OFFICIO 1.00 X 0 0 0 JEFF WATTS-ROY DIRECTOR 1.00 X 0 0 0 DONALD H WHITFIELD DIRECTOR 1.00 X 0 0 0 ORME WILSON DIRECTOR 1.00 X 0 0 0 WILLIAM WILSON DIRECTOR 1.00 X 0 0 0 false false false 62106 62106 68225 68225 130331 68225 141000 141000 4921 4921 1316 1316 32057 32057 2171 2171 1138 1138 BOOK AWARDS AND EXPENSES 12717 12717 195320 157026 38294 0 13640 6477 3876943 4296639 3890583 4303116 0 0 X 3861558 4277616 29025 25500 3890583 4303116 3890583 4303116 -64989 477522 X true X false true X X 1 UNIVERSITY PRESS OF KENTUCKY UNIVERSITY PRESS OF KENTUCKY 616001218 5 true 141000 0 1 141000 0 true false false false false false false false false false false false false false false true true true X true true PART IV, SECTION D, LINE 3 UNIVERSITY PRESS OF KENTUCKY HAS A VERY SIGNIFICANT ROLE IN HOW THE FOUNDATION USES ITS ASSETS, DIRECTS ITS GRANTS. SPECIFICALLY, THE FOUNDATION RESPONDS TO UNIVERSITY PRESS OF KENTUCKY'S REQUESTS FOR FUNDING. PART IV, SECTION E, LINE 2A THE FOUNDATION IN 2023 PROVIDED 141,000 IN DIRECT GRANTS TO THE UNIVERSITY PRESS OF KENTUCKY (UPK), THE FOUNDATION'S ONLY "SUPPORTED ORGANIZATION." THESE GRANTS INCLUDED 101,000 IN SPONSORSHIPS TO PUBLISH AND MAKE AVAILABLE BOOKS FOM UPK; 25,000 FOR THE PUBLICATION OF THE THOMAS D. CLARK MEDALLION BOOK; AND 15,000 FOR A MILITARY-HISTORY BOOK PROJECT. THE FOUNDATION PROVIDED NO GRANTS TO ANY OTHER ORGANIZATION. JUST AS IN 2022, WHEN THE FOUNDATION MADE GRANTS TOTALING 68,525 TO UPK, THE FOUNDATION'S FINANCIAL ACTIVITIES FOCUSED ON SUPPORTING UPK. THE FOUNDATION RESPONDS TO UPK'S REQUESTS FOR FUNDING BY DISCUSSING AND APPROVING THEM AT THE RELEVANT COMMITTEE AND BOARD OF DIRECTOR LEVELS. THE DIRECTOR OF UPK, ASHLEY RUNYON, IS A NON-VOTING MEMBER OF THE FOUNDATION'S BOARD OF DIRECTORS AND PARTICIPATES ACTIVELY IN DISCUSSIONS WITH THE LEADERSHIP OF THE FOUNDATION AND THE FULL BOARD. IN ADDITION, DR. JAMES HOLSINGER IS A VOTING MEMBER OF THE FOUNDATION'S BOARD AND SERVES AS THE CHAIR OF UPK'S CONSORTIUM AND EDITORIAL BOARDS. HE ALSO SERVES AS THE FOUNDATION'S TREASURER. COMMUNICATIONS BETWEEN THE FOUNDATION AND UPK ARE REGULAR AND FREQUENT. PART IV, SECTION E, LINE 2B THE FOUNDATION SUPPORTS UPK IN PART BY HELPING TO FUND IMPORTANT BOOKS ABOUT KENTUCKY AND THE REGION. THROUGH GRANTS, THE FOUNDATION HAS ALSO HELPED ENSURE UPK HAS UP-TO-DATE TECHNOLOGIES TO MEET THE DEMANDS OF MODERN PUBLISHING. IN ADDITION, THE FOUNDATION HAS FUNDED AND HOSTED EVENTS TO RECOGNIZE UPK BOOKS AND AUTHORS, AND THE FOUNDATION HAS SERVED AS A STRONG STATEWIDE ADVOCATE FOR THE PRESS. THESE ARE ALL ACTIVITIES THAT ARE IN DIRECT FURTHERANCE OF UPK'S PURPOSE, WHICH IS THE PUBLICATION OF BOOKS OF HIGH SCHOLARLY MERIT IN A VARIETY OF FIELDS AND THE PUBLICATION OF SIGNIFICANT BOOKS ABOUT THE HISTORY AND CULTURE OF KENTUCKY, THE OHIO VALLEY REGION, THE UPPER SOUTH, AND APPALACHIA. THESE ALSO ARE ALL ACTIVITIES THAT UPK WOULD PERFORM ITSELF IF NOT FOR THE FOUNDATION'S INVOLVEMENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19889 46792 24234 90915 136373 12446 10000 10000 32446 4972 11698 6059 22729 34094 SCHEDULE C, PART II-A BEGAN LOBBYING IN 2020. 3876943 62106 545747 141000 46657 4296639 4442540 24797 -469225 68525 52644 3876943 3966469 42109 659781 201000 24819 4442540 3685826 1110 387681 108148 3966469 3206006 1018 621321 142519 3685826 0.99000 0.01000 false false false UNIVERSITY PRESS OF KENTUCKY 663 SOUTH LIMESTORNE STREET LEXINGTON KY 40508 616001218 GOV 141000 PUBLISHING BOOKS FORM 990, PAGE 6, PART VI, LINE 11B UPON COMPLETED INITIAL PREPARATION OF FORM 990 BY CPA FIRM. A COPY IS MADE AVAILABLE TO BOARD MEMBERS FOR THEIR REVIEW. EACH BOARD MEMBER IS GIVEN A REASONABLE PERIOD OF TIME TO REVIEW AND MAKE INQUIRIES WITH REGARDS TO ANY ISSUES DISCLOSED IN THE RETURN. FOLLOWING THE RESOLUTION OF ANY QUESTIONS OR OTHER ISSUES THAT HAVE ARISEN, THE FINAL FORM 990 IS SIGNED BY THE AUTHORIZED SIGNOR AND FILED WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, THE CLARK FOUNDATION BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY STATEMENT. THE STATEMENTS ARE REVIEWED AND MAINTAINED BY THE TREASURER. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII ASHLEY RUNYON, THE DIRECTOR OF THE UNIVERSITY PRESS OF KENTUCKY, IS A NON- VOTING MEMBER OF THE FOUNDATION'S BOARD OF DIRECTORS. KENTUCKY HISTORY RESOURCES LLC 997 GOVERNORS LANE STE 150 LEXINGTON KY 40513 KY N/A BEGAN LOBBYING IN 2020.