Form 990 for tax year 2024
Filed by BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION.
Totals
- Total revenue
- $193,902
- Total expenses
- $160,537
- Contributions and grants received
- $167,304
- Grants paid
- $150,026
- Program service revenue
- $0
- Investment income
- $26,598
- Other revenue
- $0
- Total assets, end of year
- $720,299
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $720,299
- Program services expenses (Part IX)
- $150,956
- Management and general expenses
- $9,581
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $150,956
Program services were 94.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$167,304
-
3 · Investment income
total $15,045 · related or exempt $15,045
-
7a · Gross sales of assets other than inventory
other assets $11,553
-
7c · Gain or loss
other assets $11,553
-
7d · Net gain or loss
total $11,553 · related or exempt $11,553
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $149,591 · program services $149,591
-
2 · Grants to domestic individuals
total $435 · program services $435
-
11c · Fees: accounting
total $2,050 · management and general $2,050
-
11f · Fees: investment management
total $5,535 · management and general $5,535
-
13 · Office expenses
total $1,377 · management and general $1,377
-
19 · Conferences, conventions and meetings
total $589 · management and general $589
-
24a · Other expenses: WORKFORCE SIGN
total $930 · program services $930
-
24b · Other expenses: STATE FILING FEE
total $30 · management and general $30
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $98,355 · end of year $119,786
-
11 · Investments: publicly traded securities
beginning of year $553,843 · end of year $600,513
-
27 · Net assets without donor restrictions
beginning of year $646,793 · end of year $716,329
-
28 · Net assets with donor restrictions
beginning of year $5,405 · end of year $3,970
Mission and programs · 2024
Mission
TO PROVIDE FUNDS TO BE USED TO AID IN THE EDUCATION OF CHILDREN IN THE BARDSTOWN INDEPENDENT SCHOOL DISTRICT.
-
PROVIDE SUPPORT FOR THE GO READ PROGRAM, COLLEGE AND CAREER READINESS, AND PROVIDE TEACHERS WITH CLASSROOM ITEMS.
Expenses $150,956 · Grants $150,026
As filed on the 2024 return.
Listed in Part VII
-
Amy FarrellAMY FARRELL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Dwight NewtonDWIGHT NEWTON
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Lisa JohnsonLISA JOHNSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Rachel MillerRACHEL MILLER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Drew BallardDREW BALLARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Margie BradfordMARGIE BRADFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sarah HiteSARAH HITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Doug HubbardDOUG HUBBARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laura GanoeLAURA GANOE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason FloydJASON FLOYD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aj LewisAJ LEWIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Susan RapierSUSAN RAPIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jacob ShamsJACOB SHAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sharon ShanksSHARON SHANKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rob SmothermanROB SMOTHERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kelly Lynn BedtelyonKELLY LYNN BEDTELYON
EXECUTIVE DI
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
BARDSTOWN CITY SCHOOLS
$125,000
GO READ PROGRAM
-
BARDSTOWN CITY SCHOOLS
$15,000
COLLEGE AND CAREER R
-
ENDOWMENT FUND
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 26 September 2025
- IRS schema version
- 2024v5.0
- Source object
- 202532959349300318
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