Nonprofit · EIN 61-0449631
LINCOLN FOUNDATION
Tax-exempt · LOUISVILLE, KY 40218
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,977,219 | $1,951,250 | $25,969 | $14,037,969 | $673,623 | $13,364,346 |
| December 31, 2024 | 990 | $2,002,482 | $1,951,320 | $51,162 | $13,257,400 | $704,365 | $12,553,035 |
| December 31, 2023 | 990 | $1,482,343 | $1,890,857 | -$408,514 | $12,628,186 | $650,785 | $11,977,401 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $635,100
- Program service revenue
- $555,174
- Investment income
- $722,117
- Net rental income
- $65,990
- Net gain from sales of assets
- $94,328
- Net income from fundraising events
- -$1,162
- Other revenue
- $64,828
Expenses
- Grants and similar amounts paid
- $194,881
- Compensation of officers, directors and key employees
- $257,581
- Other salaries and wages
- $766,643
- Salaries, compensation and benefits (total)
- $1,222,897
- Professional fundraising fees
- $0
- Accounting fees
- $29,400
- Occupancy
- $73,631
- Travel
- $8,993
- Depreciation
- $75,521
- Program services (functional)
- $1,394,475
- Management and general (functional)
- $353,271
- Fundraising (functional)
- $203,504
Balance sheet and other
- Total assets, start of year
- $13,257,400
- Total assets, end of year
- $14,037,969
- Total liabilities, end of year
- $673,623
- Net assets, end of year
- $13,364,346
- Land, buildings and equipment
- $1,898,337
- Publicly traded securities
- $10,596,960
- Net assets without donor restrictions
- $4,038,761
- Net assets with donor restrictions
- $9,325,585
- Gross receipts
- $2,004,887
- Employees
- 32
- Volunteers
- 36
- Year formed
- 1910
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARSHALL BRADLEY JR | PRESIDENT Trustee or director, Officer | 37.5 | $223,832 | $33,748 |
| PAULA CAMPBELL | DIRECTOR OF DEVELOPMENT Highest-paid employee | 37.5 | $104,444 | $11,451 |
| VENITA BENBOE | DIRECTOR OF EDUCATION Highest-paid employee | 29 | $109,958 | $0 |
| CHRIS BALMER | CHAIR (THRU 12/25) Trustee or director, Officer | 0.5 | $0 | $0 |
| GWENDOLYN M YOUNG | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| BRENDA HART | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| CHRISTINE KOENIG | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| JOE STENNIS | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| ALICIA AWKARD | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| GARY BROWN | TRUSTEE - EMERITUS Trustee or director | 0.5 | $0 | $0 |
| LOUIS DEFREEZE III | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HERMAN DUBOSE JR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| GENELLE FARLEY COCHRAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SHARNIKA GLENN | TRUSTEE (THRU 12/25) Trustee or director | 0.5 | $0 | $0 |
| DANIELLE GRAHAM | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR GEORGIA HAMPTON | TRUSTEE Trustee or director | 0.5 | $0 |
| SARA HOLLAND | TRUSTEE Trustee or director | 0.5 | $0 |
| STEPHANIE HAWKINS SMITH | TRUSTEE Trustee or director | 0.5 | $0 |
| JOHN A JOHNSON | TRUSTEE - EMERITUS Trustee or director | 0.5 | $0 |
| DERRICK LITTLEJOHN | TRUSTEE (AS OF 1/25) Trustee or director | 0.5 | $0 |
| VIVIAN WARREN OVERALL | TRUSTEE Trustee or director | 0.5 | $0 |
| DR SHAWN L PRICE | TRUSTEE (THRU 12/25) Trustee or director | 0.5 | $0 |
| DR SAMUEL ROBINSON | TRUSTEE - EMERITUS Trustee or director | 0.1 | $0 |
| JENNY SAWYER | TRUSTEE (AS OF 1/25) Trustee or director | 0.5 | $0 |
| MICHELLE STIGALL | TRUSTEE (AS OF 1/25) Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARSHALL BRADLEY JR | PRESIDENT Trustee or director, Officer | 40 | $214,891 | $31,731 |
| PAULA CAMPBELL | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $100,932 | $10,413 |
| VENITA BENBOE | DIRECTOR OF EDUCATION Highest-paid employee | 29 | $106,008 | $0 |
| CHRIS BALMER | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| GWENDOLYN M YOUNG | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| CHRISTINE KOENIG | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| STEPHANIE HAWKINS SMITH | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| ALICIA AWKARD | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| GARY BROWN | TRUSTEE - EMERITUS Trustee or director | 0.5 | $0 | $0 |
| GENELLE FARLEY COCHRAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LOUIS DEFREEZE III | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HERMAN DUBOSE JR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SHARNIKA GLENN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DANIELLE GRAHAM | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR GEORGIA HAMPTON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| BRENDA HART | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SARA HOLLAND | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JOHN A JOHNSON | TRUSTEE - EMERITUS Trustee or director | 0.5 | $0 | $0 |
| VIVIAN WARREN OVERALL | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR SHAWN L PRICE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR SAMUEL ROBINSON | TRUSTEE - EMERITUS Trustee or director | 0.1 | $0 | $0 |
| JOE STENNIS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARSHALL BRADLEY JR | PRESIDENT Trustee or director, Officer | 40 | $213,880 | $32,423 |
| VENITA BENBOE | DIRECTOR OF EDUCATION Highest-paid employee | 29 | $102,370 | $0 |
| CHRIS BALMER | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| GWENDOLYN M YOUNG | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| CHRISTINE KOENIG | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| STEPHANIE HAWKINS SMITH | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| GENELLE FARLEY COCHRAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LOUIS DEFREEZE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HERMAN DUBOSE JR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SHARNIKA GLENN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| BRENDA HART | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR TA'NEKA C LINDSAY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| VIVIAN WARREN OVERALL | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR SHAWN L PRICE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JENNY SAWYER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JOE STENNIS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DEBORAH BENBERRY WILLIAMS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| GARY BROWN | TRUSTEE - EMERITUS Trustee or director | 0.5 | $0 | $0 |
| JOHN A JOHNSON | TRUSTEE - EMERITUS Trustee or director | 0.1 | $0 | $0 |
| DR SAMUEL ROBINSON | TRUSTEE - EMERITUS Trustee or director | 0.1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4322 BISHOP LN, LOUISVILLE, KY 40218-4518
- Principal officer (990 for 2025)
- MARSHALL BRADLEY JR, 4322 BISHOP LANE, LOUISVILLE, KY 40218
- Signed the 990
- MARSHALL BRADLEY JR, PRESIDENT
- Phone
- (502) 585-4733
- Website
- WWW.LINCOLNFDN.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
TO PROVIDE EDUCATIONAL ENRICHMENT PROGRAMS THAT DEVELOP AND SUPPORT YOUTH IN OVERCOMING SOCIAL AND ECONOMIC BARRIERS TO ACHIEVEMENT. THIS MISSION IS ACCOMPLISHED THROUGH COLLEGE ACCESS AND COLLEGE SUCCESS PROGRAMS.
Program accomplishments
- AS PART OF WHITNEY M. YOUNG LEADERSHIP INITIATIVE, THE WHITNEY M. YOUNG SCHOLARS PROGRAM IS A COLLEGE ACCESS PROGRAM FOR PROMISING YOUTH FROM UNDER-RESOURCED COMMUNITIES THROUGHOUT THE LOUISVILLE AREA. THE PROGRAM PROVIDES SCHOLARS AN ALTERNATIVE PATH, RAISING THEIR SIGHTS AND FOSTERING THE DEVELOPMENT OF A NEW GENERATION OF THOUGHT-LEADERS, CHANGE MAKERS AND TRAILBLAZERS. STUDENTS COMMIT TO PARTICIPATE IN SATURDAY MORNING AND SUMMER PROGRAMS THAT PREPARE THEM ACADEMICALLY, SOCIALLY AND EMOTIONALLY FOR HIGH SCHOOL GRADUATION AND THE RIGORS OF COLLEGE. ELIGIBLE STUDENTS MUST HAVE A MINIMUM GRADE POINT AVERAGE OF 3.0 AND QUALIFY FOR FREE OR REDUCED LUNCH. APPROXIMATELY 250 STUDENTS ARE SERVED BY THIS PROGRAM ANNUALLY.Expenses $1,118,068 · grants $194,881 · revenue $1,845
- THE COLLEGE TRANSITION ENRICHMENT PROGRAM SERVES NEARLY 300 COLLEGE SCHOLARS PROVIDING MENTORING, COACHING, AND GUIDANCE DURING THE ENTIRE COLLEGE EXPERIENCE. STUDENT RETENTION, PERSISTENCE AND DEGREE ATTAINMENT RATES ARE TRACKED FOR UP TO SIX YEARS. ADDITIONAL PROGRAMS INCLUDE ACT PREP, ACT WRITING, DIGITAL TRANSFORMATION ACADEMY AND INSPIRE ENGINEERING PROGRAM.Expenses $257,057
- OTHER SMALLER PROGRAMS INCLUDE:THE EDUCATIONAL OPPORTUNITY SCHOLARSHIP FUNDSIMPSONVILLE PROPERTY (INCLUDES U.S. DEPT. OF LABOR LEASE INCOME)SUMMER INSTITUE - PARTNERSHIP WITH REGIONAL UNIVERSITIESWHITNEY M. YOUNG, JR. BIRTHPLACE (NATIONAL HISTORIC LANDMARK)Expenses $19,350 · revenue $553,329
- FUTURE LEADERS INTERNSHIP PROGRAM - CONNECTS COLLEGE SCHOLARS WITH LOCAL CORPORATION AND FIRMS FOR CAREER RELATED INTERNSHIPS.
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 | 990 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
- 61-0449631
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B900)
- Assets (IRS master file)
- $14,037,969
- Income (IRS master file)
- $2,004,887
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,977,219 | $1,951,250 | $14,037,969 | XML |
| 990 | December 2024 | $2,002,482 | $1,951,320 | $13,257,400 | IRS |
| 990 | December 2023 | $1,482,343 | $1,890,857 | $12,628,186 | XML |
| 990 | December 2022 | $1,599,362 | $1,644,780 | $12,050,462 | 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 61-0449631).
Questions about LINCOLN FOUNDATION
- What is the EIN of LINCOLN FOUNDATION?
- The employer identification number (EIN) of LINCOLN FOUNDATION is 61-0449631.
- Is LINCOLN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to LINCOLN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LINCOLN FOUNDATION 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 LINCOLN FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LINCOLN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LINCOLN FOUNDATION?
- The 990 for the year ended December 31, 2025 names MARSHALL BRADLEY JR.
- Who are the officers and directors of LINCOLN FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 25 people; 3 received compensation from the organization, the highest $223,832 (MARSHALL BRADLEY JR, PRESIDENT).
- How much revenue does LINCOLN FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,977,219, expenses of $1,951,250 and total assets of $14,037,969 at year end.
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