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Nonprofit · EIN 31-1145221

BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION

Tax-exempt · BARDSTOWN, KY 40004

Financials

$187K$147K2023$194K$161K2024
Revenue Expenses · by fiscal year end
Financials of BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$193,902$160,537$33,365$720,299$0$720,299
June 30, 2024990$186,950$146,824$40,126$652,198$0$652,198
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$167,304
Program service revenue
$0
Investment income
$26,598
Net gain from sales of assets
$11,553
Other revenue
$0

Expenses

Grants and similar amounts paid
$150,026
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,050
Program services (functional)
$150,956
Management and general (functional)
$9,581

Balance sheet and other

Total assets, start of year
$652,198
Total assets, end of year
$720,299
Total liabilities, end of year
$0
Net assets, end of year
$720,299
Publicly traded securities
$600,513
Net assets without donor restrictions
$716,329
Net assets with donor restrictions
$3,970
Gross receipts
$193,902
Employees
0
Volunteers
15
Year formed
1985
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.

NameTitleHours / weekCompensation
AMY FARRELLPRESIDENT
Trustee or director, Officer
1$0
DWIGHT NEWTONVICE PRESIDE
Trustee or director, Officer
1$0
LISA JOHNSONTREASURER
Trustee or director, Officer
1$0
RACHEL MILLERSECRETARY
Trustee or director, Officer
1$0
DREW BALLARDDIRECTOR
Trustee or director
1$0
MARGIE BRADFORDDIRECTOR
Trustee or director
1$0
SARAH HITEDIRECTOR
Trustee or director
1$0
DOUG HUBBARDDIRECTOR
Trustee or director
1$0
LAURA GANOEDIRECTOR
Trustee or director
1$0
JASON FLOYDDIRECTOR
Trustee or director
1$0
AJ LEWISDIRECTOR
Trustee or director
1$0
SUSAN RAPIERDIRECTOR
Trustee or director
1$0
JACOB SHAMSDIRECTOR
Trustee or director
1$0
SHARON SHANKSDIRECTOR
Trustee or director
1$0
ROB SMOTHERMANDIRECTOR
Trustee or director
1$0
1 more people on this return
NameTitleHours / weekCompensation
KELLY LYNN BEDTELYONEXECUTIVE DI
Trustee or director
1$0
990 for the year ended June 30, 2024: 18 people
NameTitleHours / weekCompensation
ROSE ANN LUCAS DOWNSPRESIDENT
Trustee or director, Officer
1$0
AMY FARRELLVICE PRESIDE
Trustee or director, Officer
1$0
DWIGHT NEWTONSECRETARY
Trustee or director, Officer
1$0
LISA JOHNSONTREASURER
Trustee or director, Officer
1$0
DREW BALLARDDIRECTOR
Trustee or director
1$0
MARGIE BRADFORDDIRECTOR
Trustee or director
1$0
SARAH HITEDIRECTOR
Trustee or director
1$0
DOUG HUBBARDDIRECTOR
Trustee or director
1$0
LAURA GANOEDIRECTOR
Trustee or director
1$0
JASON FLOYDDIRECTOR
Trustee or director
1$0
AJ LEWISDIRECTOR
Trustee or director
1$0
RACHEL MILLERDIRECTOR
Trustee or director
1$0
SUSAN RAPIERDIRECTOR
Trustee or director
1$0
JACOB SHAMSDIRECTOR
Trustee or director
1$0
SHARON SHANKSDIRECTOR
Trustee or director
1$0
BRENT SMITHDIRECTOR
Trustee or director
1$0
ROB SMOTHERMANDIRECTOR
Trustee or director
1$0
KELLY LYNN BEDTELYONEXECUTIVE DI
Trustee or director
1$0

Address and contacts

Address (IRS master file)
308 N 5TH ST, BARDSTOWN, KY 40004-1406
Mailing address (990-N for 2021)
308 N Fifth Street, Bardstown KY 40004
Principal officer (990 for 2024)
KELLY LYNN BEDTELYON, 308 N FIFTH ST, BARDSTOWN, KY 40004
Principal officer (990-N for 2021)
Kelly Bedtelyon, 308 NORTH FIFTH STREET, Bardstown KY 40004
Signed the 990
LISA JOHNSON, TREASURER
Phone
(502) 331-8860
Return prepared by
ONPOINTE ADVISORS LLC

Mission

TO PROVIDE FUNDS TO BE USED TO AID IN THE EDUCATION OF CHILDREN IN THE BARDSTOWN INDEPENDENT SCHOOL DISTRICT.

990 for the year ended June 30, 2025

Program accomplishments

  • PROVIDE SUPPORT FOR THE GO READ PROGRAM, COLLEGE AND CAREER READINESS, AND PROVIDE TEACHERS WITH CLASSROOM ITEMS.
    Expenses $150,956 · grants $150,026

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
31-1145221
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
1985
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B20I)
Assets (IRS master file)
$720,299
Income (IRS master file)
$193,902

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$193,902$160,537$720,299XML
990June 2024$186,950$146,824$652,198XML
990June 2023$60,163$36,854$567,977IRS
990-N for 2021
Officer: Kelly Bedtelyon
June 30, 2022≤ $50,000 receipts––e-Postcard
990June 2022–––IRS
990-N for 2020
Officer: Kelly Bedtelyon
June 30, 2021≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Kelly Bedtelyon
June 30, 2020≤ $50,000 receipts––e-Postcard

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 31-1145221).

Questions about BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION

What is the EIN of BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION?
The employer identification number (EIN) of BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION is 31-1145221.
Is BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION 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 BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION 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 BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION 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 BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION?
The 990 for the year ended June 30, 2025 names KELLY LYNN BEDTELYON.
Who are the officers and directors of BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION?
The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
How much revenue does BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $193,902, expenses of $160,537 and total assets of $720,299 at year end.

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