Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 551,798 | 723,374 | 792,381 | 742,477 | 651,936 | 3,461,966 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 168,920 | 203,950 | 223,400 | 257,350 | 275,500 | 1,129,120 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 720,718 | 927,324 | 1,015,781 | 999,827 | 927,436 | 4,591,086 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 106,695 | 210,600 | 208,131 | 205,316 | 200,000 | 930,742 |
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | 106,695 | 210,600 | 208,131 | 205,316 | 200,000 | 930,742 |
| 8 | Public support. (Subtract line 7c from line 6.) | 3,660,344 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 720,718 | 927,324 | 1,015,781 | 999,827 | 927,436 | 4,591,086 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 18,322 | 22,723 | 56,300 | 45,353 | 74,932 | 217,630 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 18,322 | 22,723 | 56,300 | 45,353 | 74,932 | 217,630 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 1,974 | 4,550 | 4,688 | 9,630 | 49,046 | 69,888 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 741,014 | 954,597 | 1,076,769 | 1,054,810 | 1,051,414 | 4,878,604 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART III, LINE 12 | 69,888 |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | THE CORE LEADERSHIP KENTUCKY PROGRAM BEGAN IN 1985 AND BRINGS TOGETHER A DIVERSE GROUP OF PEOPLE WHO POSSESS A BROAD VARIETY OF LEADERSHIP ABILITIES, CAREER ACCOMPLISHMENTS, AND VOLUNTEER ACTIVITIES TO GAIN INSIGHT INTO COMPLEX ISSUES FACING THE STATE. THROUGH A SERIES OF SEVEN MONTHLY, THREE DAY SESSIONS, HELD IN VARIOUS LOCATIONS IN THE STATE, OUR PARTICIPANTS ARE EDUCATED ABOUT THE COMMONWEALTH OF KENTUCKY AND ITS CHALLENGES. THEY MEET AND TALK WITH KENTUCKY'S CURRENT LEADERS, AND THROUGH A SYSTEMATIC EDUCATIONAL PROGRAM, EXPLORE THE STATE'S OPPORTUNITIES, NEEDS AND RESOURCES. KENTUCKY'S RICH CULTURAL HERITAGE AND ITS UNIQUE DIVERSITY ARE WOVEN THROUGHOUT THE CURRICULUM THAT FEATURES THE STATE'S ECONOMY, EDUCATION, HEALTH AND HUMAN SERVICES, LAW AND JUSTICE, MILITARY, NATURAL RESOURCES, ARTS, GOVERNMENT, AND TOURISM. IN ADDITION, LEADERSHIP KENTUCKY PROVIDES A THOUGHT-PROVOKING EXPERIENCE FOCUSING ON THE ATTRIBUTES OF LEADERSHIP AND WHAT IT MEANS TO BE A LEADER. BY VISITING VARIOUS REGIONS OF THE COMMONWEALTH, CLASS PARTICIPANTS DEVELOP AN ENHANCED VIEW AND A NEW MEANING TO THE WORD COMMUNITY THAT SPANS THE ENTIRE STATE.DURING 2022, LKY LED A CLASS OF 51 LEADERS FROM ACROSS THE STATE TO FULFILL ITS MISSION. LEADERSHIP KENTUCKY'S SELECTED PARTICIPANTS WERE REQUIRED TO PAY TUITION OF 3,500 FOR 2022. FOR THIS INVESTMENT, THE PARTICIPANT AND THEIR SPONSORING BUSINESS OR ORGANIZATION SEES A RETURN ON THAT INVESTMENT IN EXPERT SPEAKERS, BOOKS, PROGRAM CONTENT, MEALS, TRANSPORTATION AND VENUE ADMISSIONS. ADDITIONAL RETURN ON INVESTMENT IS SEEN THROUGH THE CLASS CONTENT AS THEY LEARN FIRSTHAND THE COMPLEX CRITICAL ISSUES FACING KENTUCKY AND ITS CITIZENS; THEIR BROADENED CIRCLE OF CONTACTS AND NEW ALLIANCES BUILT ACROSS THE STATE; THEY ARE EDUCATED, PREPARED AND INSPIRED TO RETURN TO THEIR RESPECTIVE COMMUNITIES AND ACHIEVE AN EVEN HIGHER LEVEL OF CIVIC PARTICIPATION IN A UNITED EFFORT TO MAKE KENTUCKY A BETTER PLACE FOR ALL ITS CITIZENS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | PRIOR TO FILING, FORM 990 IS REVIEWED BY THE BOARD AND APPROVED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | LEADERSHIP KENTUCKY FOUNDATION ANNUALLY SURVEYS ITS EXECUTIVE COMMITTEE, BOARD OF DIRECTORS, OFFICERS AND OTHER KEY PERSONS TO DETERMINE POTENTIAL CONFLICTS OF INTEREST. A QUESTIONNAIRE IS DISTRIBUTED TO THE CONSTITUENTS AS WELL AS A DETAILED DESCRIPTION OF WHAT MIGHT CONSTITUTE A CONFLICT OF INTEREST WITH THE ORGANIZATION AS PART OF THIS SURVEY. IF A POTENTIAL CONFLICT OF INTEREST EXISTS, THE ORGANIZATION WILL EXERCISE DUE DILIGENCE TO DETERMINE WHETHER A MORE ADVANTAGEOUS TRANSACTION CAN BE OBTAINED FROM A PERSON WHO WOULD NOT HAVE A CONFLICT OF INTEREST. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON IS TO LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE MEETING MINUTES ARE TO REFLECT THE DISCLOSURE AND VOTE ABSTENTION. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT DOES NOT PRODUCE A CONFLICT OF INTEREST IS NOT REASONABLY POSSIBLE, THE GOVERNING BODY WILL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND WHETHER IT IS FAIR AND REASONABLE. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF AFTER HEARING THE MEMBER'S RESPONSE AND MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PRESIDENT AND ALL EMPLOYEES ARE REVIEWED BY THEIR IMMEDIATE SUPERIOR WITH INPUT FROM OTHERS ANNUALLY. A WRITTEN FORMAT IS USED FOR ALL EVALUATIONS MEASURED, IN PART, BY THEIR AGREED UPON PERSONAL AND ORGANIZATIONAL GOALS. EVERY 2-3 YEARS, OR AS NEW EMPLOYEES ARE HIRED, WE UNDERTAKE A REVIEW OF COMPARABLE JOB DESCRIPTIONS AND SALARIES AS WELL AS CURRENT TRENDS IN ANNUAL RAISE PERCENTAGES AND COST OF LIVING. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PRESIDENT AND ALL EMPLOYEES ARE REVIEWED BY THEIR IMMEDIATE SUPERIOR WITH INPUT FROM OTHERS ANNUALLY. A WRITTEN FORMAT IS USED FOR ALL EVALUATIONS MEASURED, IN PART, BY THEIR AGREED UPON PERSONAL AND ORGANIZATIONAL GOALS. EVERY 2-3 YEARS, OR AS NEW EMPLOYEES ARE HIRED, WE UNDERTAKE A REVIEW OF COMPARABLE JOB DESCRIPTIONS AND SALARIES AS WELL AS CURRENT TRENDS IN ANNUAL RAISE PERCENTAGES AND COST OF LIVING. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO BE VIEWED AT THE ORGANIZATION'S OFFICE. |
| FORM 990, PART XI, LINE 9 | GOLF OUTING EXPENSES 32,376 GOLF OUTING EXPENSES -32,376 |
| Software ID: | |
| Software Version: |