2025-05-08T13:14:12-05:00 2024-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 101 SOUTH 5TH STREET STE 2100 LOUISVILLE KY 40202 990 2023-07-01 262193468 FELIX E MARTIN JR FOUNDATION INC FELI 5025627505 325 WEST MAIN STREET 1110 LOUISVILLE KY 40202 ALYSSA MANNING PRESIDENT 5025627505 2025-05-05 1 1 MELANIE MCPEAK P01346034 8885871719 2023 2025-03-06 01:10:19Z ALYSSA MANNING 325 WEST MAIN STREET 1110 LOUISVILLE KY 40202 21131608 0 X WWW.FELIXMARTINFOUNDATION.ORG X 2008 KY THE FELIX E. MARTIN JR. FOUNDATION SEEKS TO ENRICH THE LIVES OF THE CITIZENS OF MUHLENBERG COUNTY, KENTUCKY BY PROVIDING SUPPORT TO QUALIFIED ORGANIZATIONS TO MEET EDUCATIONAL, CIVIC AND CULTURAL NEEDS OF THE COUNTY, BOTH TODAY AND FOR GENERATIONS TO COME. 7 7 0 9 0 0 115100 65225 0 0 2669940 4731106 0 0 2785040 4796331 1820692 2037122 0 0 0 0 0 0 0 891467 962301 2712159 2999423 72881 1796908 71185748 79376583 2244144 2116488 68941604 77260095 X THE FELIX E. MARTIN JR. FOUNDATION SEEKS TO ENRICH THE LIVES OF THE CITIZENS OF MUHLENBERG COUNTY, KENTUCKY BY PROVIDING SUPPORT TO QUALIFIED ORGANIZATIONS TO MEET EDUCATIONAL, CIVIC AND CULTURAL NEEDS OF THE COUNTY, BOTH TODAY AND FOR GENERATIONS TO COME. 0 0 2057016 2037122 GRANTS GIVEN TO CHARITABLE AND GOVERNMENTAL ORGANIZATIONS TO ENRICH THE LIVES OF THE CITIZENS IN MUHLENBERG COUNTY. 161804 EARLY CHILDHOOD DEVELOPMENT:THE FOUNDATION'S EARLY CHILDHOOD DEVELOPMENT PROGRAM (SOAR) FOCUSES ON HELPING MUHLENBERG CHILDREN ARRIVE AT KINDERGARTEN READY TO LEARN. SOAR HOSTS MULTIPLE PROGRAMS AND EVENTS FOCUSED PRIMARILY ON EARLY CHILDHOOD LITERACY. 70736 POST-SECONDARY SUCCESS:THE POST-SECONDARY SUCCESS PROGRAM (MUHLENBERG ACHIEVES) STRIVES TO INCREASE EDUCATIONAL ATTAINMENT OUTCOMES AND SUPPORT WORKFORCE DEVELOPMENT IN MUHLENBERG COUNTY, BY PROVIDING PROGRAMS AND RESOURCES FOR STUDENTS FROM KINDERGARTEN THROUGH ADULTHOOD TO INCREASE ACCESS AND ENCOURAGE ENROLLMENT IN COLLEGE AND CAREER TRAINING. 29316 COMMUNITY LEADERSHIP: THE COMMUNITY LEADERSHIP PROGRAM IS DESIGNED TO SUPPORT LEADERSHIP DEVELOPMENT OPPORTUNITIES FOR ORGANIZATIONS AND ADULTS AND WHO LIVE OR WORK IN MUHLENBERG COUNTY, KY, AND HAVE DEMONSTRATED A COMMITMENT TO MAKING A DIFFERENCE IN MUHLENBERG COUNTY.PROGRAM EXPENSES $12,635, GRANT EXPENSES $0, EARNED REVENUE $0GED LEARN & EARN:THE FOUNDATION'S GED LEARN & EARN PROGRAM SUPPORTS MUHLENBERG RESIDENTS WHO ARE ACTIVELY WORKING TO OBTAIN THEIR GED THROUGH MADISONVILLE COMMUNITY COLLEGE'S ADULT EDUCATION CENTER (ACE2).PROGRAM EXPENSES $16,681, GRANT EXPENSES $0, EARNED REVENUE $0 29316 2318872 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X X ALYSSA MANNING 5025627505 325 WEST MAIN STREET 1110 LOUISVILLE KY 40202 MARK CAMPISANO CHAIR 2.00 0.00 X X 0 0 0 BARBIE HUNT VICE CHAIR 1.00 0.00 X X 0 0 0 MIKE MERCER TREASURER 1.00 0.00 X X 0 0 0 CANDANCE BRAKE DIRECTOR, ENDED 02/24 1.00 0.00 X 0 0 0 LANIE GARDNER DIRECTOR 1.00 0.00 X 0 0 0 SARA HEMINGWAY DIRECTOR, ENDED 12/23 1.00 0.00 X 0 0 0 TONY PEYTON DIRECTOR, START 01/24 1.00 0.00 X 0 0 0 JEFF TAYLOR DIRECTOR, START 05/24 1.00 0.00 X 0 0 0 MIMI ZINNIEL DIRECTOR 1.00 0.00 X 0 0 0 ALYSSA MANNING PRESIDENT/SECRETARY 40.00 0.00 X 0 159931 16901 0 159931 16901 0 0 1 0 0 65225 65225 1637201 1637201 19429182 16335277 3093905 3093905 3093905 4796331 0 0 4731106 2037122 2037122 422756 422756 1341 671 670 232672 232672 1250 625 625 2643 2643 3843 1922 1921 4483 2242 2241 18575 9288 9287 3806 1903 1903 6309 6309 1201 600 601 SPECIAL PROGRAMS 261856 261856 MISCELLANEOUS EXPENSE 1566 1566 2999423 2318872 680551 0 236150 410395 596205 2161308 320000 145000 140400 59396 81599 81004 69951794 76578876 71185748 79376583 101819 131938 2142325 1984550 2244144 2116488 X 68941604 77260095 68941604 77260095 71185748 79376583 1796908 6521583 0 X X 0 1 X 1 0 X X X 1 COMMUNITY FOUNDATION OF LOUISVILLE DEPOSITORY INC 311140889 7 1 47250 0 1 47250 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6 THE FELIX E. MARTIN JR. FOUNDATION PROVIDES SUPPORT TO OTHER GOVERNMENTAL AND 501(C)(3) ORGANIZATIONS ON BEHALF OF THE COMMUNITY FOUNDATION OF LOUISVILLE, THE SUPPORTED ORGANIZATION. THE GRANTS PAID TO THESE ORGANIZATIONS ON BEHALF OF THE COMMUNITY FOUNDATION OF LOUISVILLE MEET THE OPERATIONAL TEST AS DESCRIBED IN TREAS. REG. 1.509(A)-4(E)(2). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68941604 65225 11252689 2037122 232672 729629 77260095 63054618 115100 8484045 1820692 211679 679788 68941604 75610323 243112 -8576833 3361371 249887 610726 63054618 58153202 2000 19453119 1168224 246458 583316 75610323 57897767 1824529 804240 219799 545055 58153202 1.00000 0.00000 0.00000 0 0 12500 12500 116772 54061 62711 11128 5335 5793 81004 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE). ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE CONTEXT OF SECTION 509(A) OF THE CODE. WHEN APPLICABLE, THE FOUNDATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. 1 MUHLENBERG COUNTY FISCAL COURT PO BOX 137 GREENVILLE KY 42345 616013034 170(C)(1) 984649 0 GOVERNMENT ENTITY MUHLENBERG COUNTY BOARD OF EDUCATION 510 W MAIN STREET POWDERLY KY 42367 616001286 170(C)(1) 410614 0 EDUCATIONAL INSTITUTIONS GREATER MUHLENBERG PARKS & RECREATION SYSTEM PO BOX 169 GREENVILLE KY 42345 454955355 509(A)(1) 140540 0 PARKS AND PLAYGROUNDS CITY OF CENTRAL CITY 214 N 1ST ST CENTRAL CITY KY 42330 616001800 170(C)(1) 100400 0 PUBLIC SOCIETY BENEFIT MUHLENBERG COUNTY HIGH SCHOOL 501 W EVERLY BROTHERS BLVD GREENVILLE KY 42345 616001286 170(C)(1) 51430 0 EDUCATIONAL INSTITUTIONS BAPTIST HEALTH DEACONESS MADISONVILLE FOUNDATION INC 900 HOSPITAL DRIVE MADISONVILLE KY 42431 472893430 509(A)(3) TYPE I 50000 0 SINGLE ORGANIZATION SUPPORT COMMUNITY FOUNDATION OF LOUISVILLE DEPOSITORY 325 W MAIN SUITE 1110 LOUISVILLE KY 40202 311140889 509(A)(1) 47250 0 COMMUNITY FOUNDATIONS PENNYROYAL REGIONAL PREVENTION CENTER 607 HAMMOND PLAZA HOPKINSVILLE KY 42240 610662739 509(A)(1) 20000 0 MENTAL HEALTH CRISIS INTERVENTION PATHWAY OF HOPE 210 S BOGGESS AVENUE GREENVILLE KY 42345 412134915 509(A)(2) 16500 0 FAMILY SERVICES MUHLENBERG COUNTY PUBLIC LIBRARY SYSTEM 117 SOUTH MAIN STREET GREENVILLE KY 42345 616013034 170(C)(1) 16089 0 LIBRARIES LIBRARY SCIENCE PENNYRILE ALLIED COMMUNITY SERVICES INC PO BOX 549 HOPKINSVILLE KY 42241 610862133 509(A)(1) 15000 0 COMMUNITY/NEIGHBORHOOD DEVELOPMENT IMPROVEMENT HUMANE SOCIETY OF MUHLENBERG COUNTY INC PO BOX 164 GREENVILLE KY 42345 311140767 509(A)(2) 13247 0 ANIMAL PROTECTION AND WELFARE (INCLUDES HUMANE SOCIETIES AND SPCAS) MUHLENBERG COUNTY OPPORTUNITY CENTER INC PO BOX 99 POWDERLY KY 42367 610665523 509(A)(2) 11449 0 SHELTERED REMUNERATIVE EMPLOYMENT WORK ACTIVITY CENTER N.E.C. MADISONVILLE COMMUNITY COLLEGE 100 SCHOOL AVENUE MADISONVILLE KY 42431 611320380 170(C)(1) 11000 0 EDUCATIONAL INSTITUTIONS BREMEN ELEMENTARY SCHOOL 5000 MAIN ST BREMEN KY 42325 616001286 170(C)(1) 10870 0 ELEMENTARY SECONDARY ED MUHLENBERG EXTENSION ARTS ADVISORY COUNCIL PO BOX 513 POWDERLY KY 42367 273112192 509(A)(2) 10050 0 ARTS COUNCIL/AGENCY MUHLENBERG COUNTY FIRE DEPARTMENT GRAHAM DIVISION INC PO BOX 152 GRAHAM KY 42344 611173335 509(A)(1) 10000 0 OTHER PUBLIC SAFETY DISASTER PREPAREDNESS AND RELIEF N.E.C. MUHLENBERG COUNTY LONG TERM DISASTER RECOVERY COMMITTEE INC PO BOX 1025 CENTRAL CITY KY 42330 263683333 509(A)(1) 10000 0 SEARCH AND RESCUE SERVICES MUHLENBERG COUNTY MIDDLE SCHOOL 1000 NORTH MAIN ST GREENVILLE KY 42345 616001286 170(C)(1) 10000 0 ELEMENTARY SECONDARY ED SANCTUARY INC PO BOX 1165 HOPKINSVILLE KY 42241 311070541 509(A)(1) 10000 0 FAMILY VIOLENCE SHELTERS AND SERVICES MUHLENBERG SOUTH ELEMENTARY SCHOOL 2005 US HIGHWAY 431 SOUTH BEECHMONT KY 42323 616001286 170(C)(1) 9250 0 PRIMARY/ELEMENTARY SCHOOL MUHLENBERG COUNTY 4-H COUNCIL 3690 ST RT 1380 CENTRAL CITY KY 423305512 261433761 170(C)(1) 9175 0 AGRICULTURAL YOUTH DEVELOPMENT MCCALLIE SCHOOL 500 DODDS AVE CHATTANOOGA TN 37404 620475837 509(A)(1) 7600 0 KINDERGARTEN NURSERY SCHOOLS PRESCHOOL EARLY ADMISSIONS CENTRAL CITY ELEMENTARY SCHOOL 1501 NORTH SECOND ST CENTRAL CITY KY 42330 616001286 170(C)(1) 5750 0 PRIMARY/ELEMENTARY SCHOOL GREENVILLE ELEMENTARY SCHOOL 201 EAST MAIN CROSS ST GREENVILLE KY 42345 616001286 170(C)(1) 5750 0 PRIMARY/ELEMENTARY SCHOOL LONGEST ELEMENTARY SCHOOL 1000 NORTH MAIN ST GREENVILLE KY 42345 616001286 170(C)(1) 5750 0 PRIMARY/ELEMENTARY SCHOOL 26 0 PART I, LINE 2: ANNUAL PROGRESS REPORTS ARE REQUIRED FROM ORGANIZATIONS FOLLOWING THE AWARD OF GRANTS, WHICH OCCUR AFTER THE REVIEW OF APPLICATIONS AND COMPLETION OF REQUIRED SITE VISITS. ADDITIONAL DROP-IN SITE VISITS MAY BE CONDUCTED. 0 0 0 0 0 0 0 0 0 ALYSSA MANNING PRESIDENT/SECRETARY 0 159189 0 0 0 742 0 4941 0 11960 0 176832 0 0 PART I, LINE 3 THE RELATED ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN IS REVIEWED FIRST BY INTERNAL MANAGEMENT. AFTER INTERNAL MANAGEMENT HAS REVIEWED THE RETURN AND ANY CHANGES ARE MADE, A DRAFT IS PROVIDED TO THE ENTIRE BOARD. ONCE THE COMMENTS FROM THE BOARD ARE REVIEWED, THE FINAL DRAFT OF THE RETURN IS PREPARED AND SIGNED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST STATEMENT ANNUALLY. THESE STATEMENTS ARE REVIEWED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES CURRENTLY; HOWEVER, THEY FOLLOW THE POLICIES AND PROCEDURES FOR DETERMINING COMPENSATION AS ESTABLISHED BY THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. (CFL). THE COO/CFO AND PRESIDENT/CEO OF CFL REVIEW A MARKET COMPENSATION STUDY PERFORMED EVERY OTHER YEAR TO DETERMINE A FAIR AND REASONABLE COMPENSATION FOR ALL STAFF, INCLUDING OFFICERS AND KEY EMPLOYEES. THE BOARD OF THE FELIX E. MARTIN JR. FOUNDATION REVIEWS CFL'S COMPENSATION RECOMMENDATIONS AND WORKS WITH CFL'S PRESIDENT/CEO AND COO/CFO TO SET THE COMPENSATION RATES. COMPENSATION FOR ALL KEY EMPLOYEES IS THEN APPROVED BY THE BOARD OF THE FELIX E. MARTIN JR. FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 12, PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FELIX E. MARTIN JR. FOUNDATION, INC. IS AUDITED AS PART OF THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. COMBINED GROUP. FELIX E. MARTIN JR. FOUNDATION, INC. IS INCLUDED IN THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. AND AFFILIATES COMBINED FINANCIAL STATEMENTS. THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. HAS AN AUDIT/FINANCE COMMITTEE THAT OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR FOR THE COMBINED GROUP. THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY INC 325 W MAIN STREET STE 1110 LOUISVILLE KY 40202 611100993 FACILITATE INDIVIDUAL DONORS' CHARITABLE GIVING KY 501(C)(3) 7 COMMUNITY FOUNDATION OF LOUISVILLE INC 0 THE COMMUNITY FOUNDATION OF LOUISVILLE DEPOSITORY INC 325 W MAIN STREET STE 1110 LOUISVILLE KY 40202 311140889 FACILITATE INDIVIDUAL DONORS' CHARITABLE GIVING KY 501(C)(3) 7 COMMUNITY FOUNDATION OF LOUISVILLE INC 0 THE COMMUNITY FOUNDATION OF LOUISVILLE INC 325 W MAIN STREET STE 1110 LOUISVILLE KY 40202 310997017 FACILITATE INDIVIDUAL DONORS' CHARITABLE GIVING KY 501(C)(3) 7 N/A 0 THE REAL ESTATE ASSET LEGACY FOUNDATION OF KENTUCKY INC 325 W MAIN STREET STE 1110 LOUISVILLE KY 40202 262417672 TYPE I SUPPORTING ORGANIZATION - MAINTAIN AND RECEIVE CONTRIBUTIONS KY 501(C)(3) 11 TYPE 1 COMMUNITY FOUNDATION OF LOUISVILLE INC 0 LOUISVILLE PRESERVATION FUND INC 323 W BROADWAY SUITE 700 LOUISVILLE KY 40202 462871014 TYPE I SUPPORTING ORGANIZATION - MAINTAIN AND RECEIVE CONTRIBUTIONS KY 501(C)(3) 11 TYPE 1 COMMUNITY FOUNDATION OF LOUISVILLE INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 THE COMMUNITY FOUNDATION OF LOUISVILLE INC P 331957 FMV