Nonprofit · EIN 61-6034264
KENTUCKY SOCIAL WELFARE FOUNDATION
Tax-exempt · UNION, KY 41091
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $847,136 | $379,731 | $467,405 | $2,412,017 | $0 | $2,412,017 |
| December 31, 2023 | 990-PF | $336,397 | $336,978 | -$581 | $2,376,872 | $0 | $2,376,872 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $119,855
- Dividends
- $57,952
- Net gain from sales of assets
- $669,329
Expenses
- Grants and similar amounts paid
- $279,689
- Compensation of officers, directors and key employees
- $20,263
- Disbursements for charitable purposes
- $361,938
- Excise tax on investment income
- $9,937
Balance sheet and other
- Total assets, start of year
- $2,376,872
- Total assets, end of year
- $2,412,017
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,412,017
- Fair market value of assets
- $2,412,017
- Qualifying distributions
- $361,938
- Net investment income
- $727,281
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STOCK YARDS BANK PO BOX 32890, LOUISVILLE, KY 40232 | TRUSTEE | 0.5 | $14,157 |
| PNC BANK 101 S FIFTH ST, LOUISVILLE, KY 40202 | TRUSTEE (PREVIOUS) | 0.5 | $6,106 |
| ANNE W EASON PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| MELISSA A SLONE PO BOX 1288, UNION, KY 41091 | CHAIRPERSON | 0.5 | $0 |
| MONICA HINES PO BOX 1288, UNION, KY 41091 | SECRETARY | 0.5 | $0 |
| GRACE AKERS PO BOX 1288, UNION, KY 41091 | TREASURER | 0.5 | $0 |
| CRAIG BEAVERS PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| SHIRA BIRDWHISTELL PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| DR CHAD JACKSON PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| EMILY MCKENZIE PO BOX 1288, UNION, KY 41091 | VICE-CHAIRPERSON | 0.5 | $0 |
| JENNY LYNNE STEWART PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| DR SUSAN WESLEY PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| DEIRDRA ROBINSON PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| JEAN RUSSELL PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| BRITTANY SPARKS-WEBER PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR SANDY HOLBROOK PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK 101 S FIFTH ST, LOUISVILLE, KY 40202 | TRUSTEE | 0.5 | $18,310 |
| ANNE W EASON PO BOX 1288, UNION, KY 41091 | CHAIRPERSON | 0.5 | $0 |
| MELISSA A SLONE PO BOX 1288, UNION, KY 41091 | VICE-CHAIRPERSON | 0.5 | $0 |
| MONICA HINES PO BOX 1288, UNION, KY 41091 | SECRETARY | 0.5 | $0 |
| DON GARTON PO BOX 1288, UNION, KY 41091 | TREASURER | 0.5 | $0 |
| GRACE AKERS PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| CRAIG BEAVERS PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| SHIRA BIRDWHISTELL PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| DR CHAD JACKSON PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| EMILY MCKENZIE PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| JENNY LYNNE STEWART PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
| DR SUSAN WESLEY PO BOX 1288, UNION, KY 41091 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1288, UNION, KY 41091-1288
- Signed the 990-PF
- MELISSA SLONE, CHAIRPERSON
- Phone
- (859) 938-2634
- Website
- KSWF.ORG
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 61-6034264
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1957
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,412,017
- Income (IRS master file)
- $3,115,848
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $847,136 | $379,731 | $2,412,017 | XML |
| 990-PF | December 2023 | $336,397 | $336,978 | $2,376,872 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 61-6034264).
Questions about KENTUCKY SOCIAL WELFARE FOUNDATION
- What is the EIN of KENTUCKY SOCIAL WELFARE FOUNDATION?
- The employer identification number (EIN) of KENTUCKY SOCIAL WELFARE FOUNDATION is 61-6034264.
- Is KENTUCKY SOCIAL WELFARE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to KENTUCKY SOCIAL WELFARE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KENTUCKY SOCIAL WELFARE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KENTUCKY SOCIAL WELFARE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KENTUCKY SOCIAL WELFARE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of KENTUCKY SOCIAL WELFARE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 16 people; 2 received compensation from the organization, the highest $14,157 (STOCK YARDS BANK, TRUSTEE).
- How much revenue does KENTUCKY SOCIAL WELFARE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $847,136, expenses of $379,731 and total assets of $2,412,017 at year end.
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