2024-09-09T12:59:33-05:00 2023-12-31 201518594 RFH PLLC 300 WEST VINE STREET STE 800 LEXINGTON KY 405071812 990 2023-01-01 616216083 RONALD MCDONALD HOUSE TRUST FUND RONA 8592680747 PO BOX 22414 LEXINGTON KY 40522 NATHAN GRAHAM CHIEF EXECUTIVE OFFICER 8592680747 2024-08-20 1 1 HEATHER R COCHRAN CPA P01405578 8592311800 2023 2024-08-08 14:25:15Z NATHAN GRAHAM PO BOX 22414 LEXINGTON KY 40522 805621 0 X WWW.RMHCLEXINGTON.COM X 1994 KY THE FUND INVESTS CASH AND OTHER ASSETS FOR THE BENEFIT OF THE RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS. INC. 5 5 0 0 0 0 0 120000 0 0 2791 59619 0 0 2791 179619 0 0 0 0 0 0 0 0 0 23593 24276 23593 24276 -20802 155343 3027011 3713266 0 0 3027011 3713266 THE TRUST FUND WAS CREATED TO RECEIVE, HOLD, PRESERVE, AND INVEST CASH AND OTHER ASSETS FOR THE ULTIMATE BENEFIT OF RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS, INC. IN OPERATION OF THE HOUSE. 0 0 THE TRUST FUND WAS CREATED TO RECEIVE, HOLD, PRESERVE, AND INVEST CASH AND OTHER ASSETS FOR THE ULTIMATE BENEFIT OF RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS, INC. IN OPERATION OF THE HOUSE. THE HOUSE PROVIDES TEMPORARY HOUSING FOR CHILDREN, WHO ARE AFFLICTED WITH SERIOUS PHYSICAL AND MENTAL DISEASES OR DISORDERS, AND THEIR FAMILIES DURING THEIR PERIOD OF TREATMENT. 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 KY X X TREASURER 8592680757 1300 SPORTS CENTER DRIVE LEXINGTON KY 40502 CHARLES ROWLAND PRESIDENT 1.00 2.00 X X 0 0 0 CLAUDIA HEALY PAST-PRESIDENT 1.00 2.00 X X 0 0 0 RYAN GRAHAM TREASURER 1.00 2.00 X X 0 0 0 ALLISON HELSINGER SECRETARY 1.00 2.00 X X 0 0 0 MAX SMITH PRESIDENT-ELECT 1.00 2.00 X X 0 0 0 NATHAN GRAHAM CHIEF EXECUTIVE OFFICER 1.00 40.00 X 0 112136 14401 0 112136 14401 0 0 0 0 0 120000 120000 90993 90993 594628 626002 -31374 -31374 -31374 179619 0 0 59619 24276 24276 24276 0 24276 0 121147 84833 6108 11837 2899756 3616596 3027011 3713266 0 0 X 1931487 2420287 1095524 1292979 3027011 3713266 3027011 3713266 155343 530912 0 X X 0 1 X 1 0 X X 1 RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS 610986164 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 X 1 0 PART IV, SECTION D, LINE 3: THE BOARD OF DIRECTORS OT THE ORGANIZATION, WHICH DETERMINES THE ORGANIZATION'S INVESTMENT POLICIES AND DIRECTS THE USE OF THE ORGANIZATION'S INCOME AND ASSETS, IS COMPOSED ENTIRELY OF MEMBERS OF THE SUPPORTED ORGANIZATION'S BOARD OF DIRECTORS. PART IV, SECTION E, LINE 2A: DURING THE YEAR, SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES CONSISTED OF INVESTING CASH AND OTHER ASSETS FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATION, THE RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS. INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1095524 20000 185365 7910 1292979 1253759 20000 -175400 7835 1090524 1206776 20000 135734 100000 8751 1253759 1091935 123045 8204 1206776 938902 160867 7834 1091935 0.46890 0.53110 0 0 0 X PART X, LINE 2: THE FASB ASC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR HOW AN ENTITY SHOULD RECOGNIZE, MEASURE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT THE ENTITY HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. THE FASS ASC REQUIRES THAT THE FINANCIAL STATEMENTS REFLECT EXPECTED FUTURE TAX ONSEQUENCES OF SUCH POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE POSITION AND ALL RELEVANT FACTS, BUT WITHOUT CONSIDERING TIME VALUES. THE FEDERAL INCOME TAX RETURNS OF THE ORGANIZATIONS FOR THE YEARS ENDED AFTER DECEMBER 31, 2019, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. HOWEVER, THE ORGANIZATIONS ARE NOT CURRENTLY UNDER AUDIT NOR HAVE THE ORGANIZATIONS BEEN CONTACTED BY ANY TAX JURISDICTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR ALONG WITH THE TREASURER REVIEW THE FORM 990 WITH THE CPA FIRM PREPARING THE RETURN BEFORE IT IS FILED. AFTER FILING, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR IS REQUIRED ON AN ANNUAL BASIS TO COMPLETE A CONFLICT OF INTEREST SURVEY. THE BOARD GOVERNANCE CHAIR COMPILES THE RESULTS OF THE SURVERYS AND MAKES A PRESENTATION AT A REGULAR BOARD MEETING ALERTING BOARDMEMBERS OF CONFLICT OF INTERESTS. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST FUND MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER RELATED DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS INC PO BOX 22414 LEXINGTON KY 40522 610986164 SEE SUPPLEMENTAL SCHEDULE KY 501(C)(3) LINE 7 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS INC C 120000 FMV SCHEDULE R, PART II, LINE B, PRIMARY ACTIVITY TO CREATE AND SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH AND WELL-BEIING OF CHILDREN AND STRENGTHEN FAMILIES BY KEEPING THEM TOGETHER IN TIME OF MEDICAL NEED.