Form 990 for tax year 2023
Filed by JEFFERSON COUNTY PUBLIC EDUCATION FOUNDATION.
Totals
- Total revenue
- $979,621
- Total expenses
- $2,407,263
- Contributions and grants received
- $276,631
- Grants paid
- $2,237,230
- Program service revenue
- $0
- Investment income
- $702,990
- Other revenue
- $0
- Total assets, end of year
- $22,154,827
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $22,154,827
- Program services expenses (Part IX)
- $2,288,922
- Management and general expenses
- $118,341
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,288,922
Program services were 95.1% 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.
-
1c · Fundraising events
$36,933
-
1f · All other contributions, gifts and grants
$239,698
-
3 · Investment income
total $548,215 · excluded $548,215
-
7a · Gross sales of assets other than inventory
securities $10,728,602
-
7b · Less cost or other basis and sales expenses
securities $10,573,827
-
7c · Gain or loss
securities $154,775
-
7d · Net gain or loss
total $154,775 · excluded $154,775
-
8a · Fundraising events: gross income
$12,067
-
8a · Fundraising events: contributions included on line 1c
$36,933
-
8b · Fundraising events: direct expenses
$12,067
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,053,296 · program services $2,053,296
-
2 · Grants to domestic individuals
total $183,934 · program services $183,934
-
11c · Fees: accounting
total $13,000 · management and general $13,000
-
11f · Fees: investment management
total $99,921 · management and general $99,921
-
19 · Conferences, conventions and meetings
total $1,266 · program services $1,266
-
23 · Insurance
total $2,054 · management and general $2,054
-
24a · Other expenses: CONTRACT SERVICES
total $46,729 · program services $46,729
-
24b · Other expenses: BANK SERVICE CHARGES
total $3,366 · management and general $3,366
-
24c · Other expenses: DUES AND FEES
total $2,232 · program services $2,232
-
24d · Other expenses: JUDGES
total $1,382 · program services $1,382
-
24e · All other expenses
total $83 · program services $83
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $9,001,835 · end of year $2,238,377
-
11 · Investments: publicly traded securities
beginning of year $12,583,151 · end of year $19,916,450
-
27 · Net assets without donor restrictions
beginning of year $19,431,147 · end of year $19,834,932
-
28 · Net assets with donor restrictions
beginning of year $2,153,839 · end of year $2,319,895
Mission and programs · 2023
Mission
SUPPORT OF JEFFERSON COUNTY, KENTUCKY PUBLIC SCHOOLS
-
GRANTS AND ALLOCATIONS TO THE JEFFERSON COUNTY PUBLIC SCHOOL SYSTEM IN KENTUCKY AND INDIVIDUALS TO PROMOTE EDUCATIONAL IMPROVEMENTS IN ELEMENTARY, MIDDLE, AND HIGH SCHOOLS AND EARLY CHILDHOOD EDUCATION.
Expenses $2,288,922 · Grants $2,237,230
As filed on the 2023 return.
Listed in Part VII
-
James R AllenJAMES R ALLEN
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Robert J ArnoldROBERT J ARNOLD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alex CornishALEX CORNISH
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Audwin HeltonAUDWIN HELTON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Henry Heuser JrHENRY HEUSER JR
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lynn HuetherLYNN HUETHER
SECRETARY TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Franklin JelsmaFRANKLIN JELSMA
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Ryan JonesRYAN JONES
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kevin JoyntKEVIN JOYNT
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Christi Lanier-RobinsonCHRISTI LANIER-ROBINSON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John MarshallJOHN MARSHALL
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth MaysELIZABETH MAYS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Justin MorrisJUSTIN MORRIS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brigitte OwensBRIGITTE OWENS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marty PollioMARTY POLLIO
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mitch RueMITCH RUE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ken SelvaggiKEN SELVAGGI
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Seema ShethSEEMA SHETH
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark ShirknessMARK SHIRKNESS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kevin ShurnKEVIN SHURN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carl ThomasCARL THOMAS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carol TimmonsCAROL TIMMONS
MEMBER
- 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
-
JEFFERSON COUNTY PUBLIC SCHOOLS
$1,787,444
TO FUND VARIOUS EDUCATIONAL PROGRAMS
-
$206,250
TO FUND JCPS'S AVADEMIES OF LOUISVILLE PROGRAM
-
2024 STATE OF THE DISTRICT SCHOLARSHIP - JCPS EMPLOYEE SPONSORED STUDENT SCHOLARSHIP FUND
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422719349300712
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