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Nonprofiteer
← TIRBRACKEN GREEN FOUNDATION INC

Form 990 for tax year 2023

Filed by TIRBRACKEN GREEN FOUNDATION INC.

Totals

Total revenue
$649,225
Total expenses
$650,978
Contributions and grants received
$0
Grants paid
$649,225
Program service revenue
$0
Investment income
$649,225
Other revenue
$0
Total assets, end of year
$16,925,367
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$16,925,367
Program services expenses (Part IX)
$649,225
Management and general expenses
$1,753
Fundraising expenses
$0
Program service expenses (Part III)
$649,225

Program services were 99.7% 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.

  • 3 · Investment income

    total $649,225 · excluded $649,225

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $649,225 · program services $649,225

  • 11c · Fees: accounting

    total $1,720 · management and general $1,720

  • 13 · Office expenses

    total $33 · management and general $33

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,039 · end of year $287

  • 12 · Investments: other securities

    beginning of year $16,564,680 · end of year $16,925,080

  • 29 · Capital stock, trust principal or current funds

    beginning of year $16,564,680 · end of year $16,925,080

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,039 · end of year $287

Mission and programs · 2023

Mission

THE TIRBRACKEN GREEN FOUNDATION, INC. ("FOUNDATION") IS ORGANIZED TO SUPPORT BEREA COLLEGE, BEREA, KENTUCKY ("BEREA COLLEGE") AND SHAKERTOWN AT PLEASANT HILL KENTUCKY, INC. ("SHAKERTOWN"), BOTH PUBLIC CHARITIES DESCRIBED IN SECTION 509(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED ("CODE").

  • THE FOUNDATION SPENDS 100% OF ITS TIME ON ACTIVITIES RELATED TO MAKING CONTRIBUTIONS EQUALLY TO BEREA COLLEGE AND SHAKERTOWN. PURSUANT TO THE FOUNDATION'S ARTICLES, THE CONTRIBUTIONS ARE TO BE USED BY THE RESPECTIVE RECIPIENT AS FOLLOWS: ALL CONTRIBUTIONS MADE TO BEREA COLLEGE SHALL BE USED EXCLUSIVELY BY BEREA COLLEGE TO SUPPORT THE PRESERVATION, CONSERVATION, MANAGEMENT, EXPANSIONS, AND CONTINUED SUSTAINABILITY OF THE COLLEGE FOREST OWNED AND OPERATED BY BEREA COLLEGE, WHICH SHALL INCLUDE, BUT NOT BE LIMITED TO, ESTABLISHING AND MAINTAINING ANY INFRASTRUCTURE IN AND DIRECTLY SERVING THE COLLEGE FOREST. ALL CONTRIBUTIONS MADE TO SHAKERTOWN SHALL BE USED EXCLUSIVELY BY SHAKERTOWN TO SUPPORT THE PRESERVATION, CONSERVATION, MANAGEMENT, EXPANSION, AND CONTINUED SUSTAINABILITY OF THE LAND, PLANTS, AND FOREST OWNED AND OPERATED BY SHAKERTOWN, WHICH SHALL INCLUDE, BUT NOT BE LIMITED TO, ESTABLISHING AND MAINTAINING ANY INFRASTRUCTURE IN AND DIRECTLY SERVING THE LAND AND FOREST OWNED AND OPERATED BY SHAKERTOWN.

    Expenses $649,225 · Grants $649,225

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ann Bakhaus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 40 related

  • Lyle Roelofs

    DIRECTOR

    Total calculated
    $588,245
    From this org
    $0
    From related orgs
    $531,755
    Other
    $56,490
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $471,331 related
    Bonus
    $0
    Other
    $0 + $60,424 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $30,090 related
    Filer's total
    $0 + $588,245 related

  • Judge B Wilson II

    DIRECTOR

    Total calculated
    $314,410
    From this org
    $0
    From related orgs
    $274,325
    Other
    $40,085
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,275 related
    Bonus
    $0
    Other
    $0 + $4,050 related
    Deferred
    $0 + $21,977 related
    Nontaxable benefits
    $0 + $18,108 related
    Filer's total
    $0 + $314,410 related

  • Nancy Lampton

    DIRECTOR/CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Bob Gigliotti

    DIRECTOR

    Total calculated
    $161,611
    From this org
    $0
    From related orgs
    $141,901
    Other
    $19,710
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,901 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,296 related
    Nontaxable benefits
    $0 + $11,414 related
    Filer's total
    $0 + $161,611 related

  • Robert W Griffith

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.75

  • Jean L Smith

    TREASURER

    Total calculated
    $0
    Hours/week
    0.75

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • SHAKERTOWN AT PLEASANT HILL

    $324,613

    ALL CONTRIBUTIONS MADE TO SHAKERTOWN SHALL BE USED EXCLUSIVELY BY SHAKERTOWN TO SUPPORT THE PRESERVATION, CONSERVATION, MANAGEMENT, EXPANSION, AND CONTINUED SUSTAINABILITY OF THE LAND, PLANTS, AND FOREST OWNED AND OPERATED BY SHAKERTOWN, WHICH SHALL INCLUDE, BUT NOT BE LIMITED TO, ESTABLISHING AND MAINTAINING ANY INFRASTRUCTURE IN AND DIRECTLY SERVING THE LAND AND FOREST OWNED AND OPERATED BY SHAKERTOWN.

  • BEREA COLLEGE

    $324,612

    ALL CONTRIBUTIONS MADE TO BEREA COLLEGE SHALL BE USED EXCLUSIVELY BY BEREA COLLEGE TO SUPPORT THE PRESERVATION, CONSERVATION, MANAGEMENT, EXPANSIONS, AND CONTINUED SUSTAINABILITY OF THE COLLEGE FOREST OWNED AND OPERATED BY BEREA COLLEGE, WHICH SHALL INCLUDE, BUT NOT BE LIMITED TO, ESTABLISHING AND MAINTAINING ANY INFRASTRUCTURE IN AND DIRECTLY SERVING THE COLLEGE FOREST.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2024
IRS schema version
2023v5.0
Source object
202411239349302166

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