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Nonprofiteer
← FAYETTE COUNTY FOUNDATION INC

Form 990 for tax year 2025

Filed by FAYETTE COUNTY FOUNDATION INC.

Totals

Total revenue
$2,627,064
Total expenses
$1,012,088
Contributions and grants received
$1,688,341
Grants paid
$594,556
Program service revenue
$0
Investment income
$898,977
Other revenue
$39,746
Total assets, end of year
$23,851,507
Total liabilities, end of year
$480,357
Net assets or fund balances, end of year
$23,371,150
Program services expenses (Part IX)
$732,895
Management and general expenses
$193,978
Fundraising expenses
$85,215
Program service expenses (Part III)
$732,895

Program services were 72.4% 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

    $1,688,341

  • 1g · Noncash contributions included above

    $7,932

  • 3 · Investment income

    total $553,483 · excluded $553,483

  • 6a · Gross rents

    real property $45,560

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $45,560

  • 6d · Net rental income or loss

    total $45,560 · excluded $45,560

  • 7a · Gross sales of assets other than inventory

    securities $379,408

  • 7b · Less cost or other basis and sales expenses

    securities $33,914

  • 7c · Gain or loss

    securities $345,494

  • 7d · Net gain or loss

    total $345,494 · excluded $345,494

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $7,546

  • 8c · Net income from fundraising events

    total -$7,546 · excluded -$7,546

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $1,732 · excluded $1,732

  • 11e · Other revenue, total

    $1,732

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $498,208 · program services $498,208

  • 2 · Grants to domestic individuals

    total $96,348 · program services $96,348

  • 5 · Compensation of officers, directors and key employees

    total $72,662 · program services $29,791 · management and general $27,613 · fundraising $15,258

  • 7 · Other salaries and wages

    total $88,906 · program services $37,897 · management and general $31,956 · fundraising $19,053

  • 8 · Pension plan contributions

    total $3,386 · program services $2,032 · management and general $677 · fundraising $677

  • 9 · Other employee benefits

    total $6,752 · program services $4,052 · management and general $1,350 · fundraising $1,350

  • 10 · Payroll taxes

    total $14,085 · program services $8,451 · management and general $2,817 · fundraising $2,817

  • 11c · Fees: accounting

    total $28,264 · management and general $28,264

  • 11f · Fees: investment management

    total $65,169 · management and general $65,169

  • 11g · Fees: other

    total $24,207 · program services $6,759 · management and general $6,626 · fundraising $10,822

  • 12 · Advertising and promotion

    total $2,236 · program services $894 · management and general $224 · fundraising $1,118

  • 13 · Office expenses

    total $12,879 · program services $339 · management and general $7,621 · fundraising $4,919

  • 14 · Information technology

    total $23,433 · program services $7,967 · management and general $7,733 · fundraising $7,733

  • 16 · Occupancy

    total $35,537 · program services $24,876 · management and general $3,554 · fundraising $7,107

  • 17 · Travel

    total $1,502 · program services $451 · management and general $300 · fundraising $751

  • 19 · Conferences, conventions and meetings

    total $1,002 · program services $301 · management and general $200 · fundraising $501

  • 22 · Depreciation, depletion and amortization

    total $28,047 · program services $11,219 · management and general $5,609 · fundraising $11,219

  • 23 · Insurance

    total $5,303 · program services $1,060 · management and general $2,652 · fundraising $1,591

  • 24a · Other expenses: PROGRAM EXPENSES

    total $1,954 · program services $1,954

  • 24b · Other expenses: DUES & SUB.

    total $1,881 · program services $188 · management and general $1,505 · fundraising $188

  • 24c · Other expenses: OTHER EXP

    total $327 · program services $108 · management and general $108 · fundraising $111

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $286,681 · end of year $405,772

  • 2 · Savings and temporary cash investments

    beginning of year $2,344,497 · end of year $4,223,713

  • 3 · Pledges and grants receivable

    beginning of year $1,500,000 · end of year $80,670

  • 9 · Prepaid expenses and deferred charges

    end of year $7,617

  • 10a · Land, buildings and equipment: cost or other basis

    $882,584

  • 10b · Land, buildings and equipment: accumulated depreciation

    $452,487

  • 10c · Land, buildings and equipment, net

    beginning of year $447,025 · end of year $430,097

  • 11 · Investments: publicly traded securities

    beginning of year $15,739,928 · end of year $18,703,638

  • 12 · Investments: other securities

    beginning of year $142,401 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $423,014 · end of year $478,857

  • 25 · Other liabilities

    beginning of year $1,500 · end of year $1,500

  • 27 · Net assets without donor restrictions

    beginning of year $854,213 · end of year $1,184,174

  • 28 · Net assets with donor restrictions

    beginning of year $19,181,805 · end of year $22,186,976

Mission and programs · 2025

Mission

TO INSPIRE A SPIRIT OF PHILANTHROPY IN FAYETTE COUNTY BY ENHANCING THE QUALITY OF LIFE THROUGH IMPACTFUL GRANTMAKING, STRATEGIC ENDOWMENT BUILDING, AND COMMUNITY LEADERSHIP.

  • SCHOLARSHIPS AND GRANTS TO 501(C)(3) ORGANIZATIONS, UNITS OF GOVERNMENT, AND SCHOOLS.

    Expenses $732,895 · Grants $594,556

As filed on the 2025 return.

Listed in Part VII

  • Abigail Stanek

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Clayton Judd

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Greg O'Brien

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Carol Hunter

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Andrew Bernzott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Jay Bernzott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Steve Dice

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Paul Freed

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Devin Hornsby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Colin Judd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Billie Kester

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Matthew Watkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Abigail Roszell

    EXECUTIVE DIRECTOR

    Total calculated
    $72,662
    From this org
    $63,333
    From related orgs
    $0
    Other
    $9,329
    Hours/week
    40

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2025
Filed
16 September 2026
IRS schema version
2025v4.2
Source object
202602599349300625

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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