2026-05-15T14:14:08-05:00 2025-06-30 311501080 KINKEAD & STILZ PLLC 301 EAST MAIN STREET SUITE 800 LEXINGTON KY 40507 990 2024-07-01 611143409 CATHEDRAL OF CHRIST THE KING ENDOWMENT FUND CATH 8592682861 299 COLONY BOULEVARD LEXINGTON KY 40502 JOHN MORIARTY RECTOR 8592682861 2026-05-15 1 0 MICHAEL REYNOLDS P01434965 8592962300 2024 2025-03-06 01:10:19Z JOHN MORIARTY 299 COLONY BOULEVARD LEXINGTON KY 40502 25532 0 X N/A X 1988 KY TO SUPPORT AND ENHANCE THE RELIGIOUS AND EDUCATIONAL ACTIVITIES OF THE CATHEDRAL OF CHRIST THE KING, A ROMAN CATHOLIC PARISH. THIS ENDOWMENT WILL HELP ENSURE THE GROWTH AND WELL-BEING OF THE CATHEDRAL AND ITS SCHOOL. X 10 10 0 0 0 0 0 0 0 0 113683 20048 0 0 113683 20048 102968 1732955 0 0 0 0 0 0 0 16234 7494 119202 1740449 -5519 -1720401 1906335 185934 0 0 1906335 185934 THIS TRUST WAS CREATED AND IS OPERATED EXCLUSIVELY FOR THE CREATION, ENHANCEMENT OR CONTINUATION OF THE EDUCATIONAL, CHARITABLE AND/OR RELIGIOUS ACTIVITIES OF THE CATHEDRAL OF CHRIST THE KING IN LEXINGTON, KY. 0 0 1732955 1732955 DISTRIBUTIONS MADE TO SUPPORTED ORGANIZATION- CATHEDRAL OF CHRIST THE KING TO BE USED TO ENHANCE THE RELIGIOUS AND EDUCATIONAL ACTIVITIES OF THE CHURCH AND SCHOOL. 1732955 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 KY X NATALIE SCHULER 8592682861 299 COLONY BLVD LEXINGTON KY 40502 X FR JOHN MORIARTY RECTOR 0.50 X 0 0 0 MICHAEL REYNOLDS DIRECTOR 2.00 X 0 0 0 LYNN JONES DIRECTOR 0.50 X 0 0 0 CRISTA HOLLINGSWORTH DIRECTOR 0.50 X 0 0 0 ANDY REYNOLDS DIRECTOR 2.00 X 0 0 0 KATIE SHEPPARD DIRECTOR 0.50 X 0 0 0 MICAH JOHNSON DIRECTOR 0.50 X 0 0 0 PAT DIMON DIRECTOR 0.50 X 0 0 0 LUCAS REDMOND DIRECTOR 0.50 X 0 0 0 ANN BRUGGEMAN DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 16374 16374 9158 5484 3674 3674 3674 20048 0 0 20048 1732955 1732955 1273 1273 5954 5954 OTHER INVESTMENT EXPENS 267 267 1740449 1732955 7494 0 96179 0 1624222 0 185934 185934 1906335 185934 0 0 X 1209455 1209455 0 0 696880 -1023521 1906335 185934 1906335 185934 -1720401 0 X 0 0 0 X X 2 CATHEDRAL OF CHRIST THE KING PARISH 611132894 1 1 0 0 CATHEDRAL OF CHRIST THE KING PARISH SCHOOL 611132894 2 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1906335 20048 1732955 7494 185934 1911854 113683 102968 16234 1906335 1935851 96726 106070 14653 1911854 1995720 3586 53276 98212 18519 1935851 1708666 1562 196468 94102 16874 1995720 0 0 0 LIFE INSURANCE POLICIES 185934 185934 PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE USED TO ENHANCE THE RELIGIOUS AND EDUCATIONAL ACTIVITIES OF CATHEDRAL OF CHRIST THE KING PARISH AND CATHEDRAL OF CHRIST THE KING PARISH SCHOOL. 0 BLUE GRASS COMMUNITY FOUNDATION INC 499 EAST HIGH STREET SUITE 112 LEXINGTON KY 40507 616053466 501(C)(3) 22729 1710226 BOOK/COST TRANSFER OF INVESTMENT HOLDINGS- STOCK ENHANCE THE RELIGIOUS AND EDUCATIONAL ACTIVITIES AND ENSURE THE GROWTH AND WELL-BEING OF THE CATHEDRAL OF CHRIST THE KING PARISH AND ITS SCHOOL THROUGH THE DONOR ADVISED FUND AT BLUE GRASS COMMUNITY FOUNDATION, INC. PART I, LINE 2: THE ENDOWMENT AWARDS FUNDS USING THE FORMULA DETAILED IN ITS ORGANZING DOCUMENTS TO DETERMINE THE GRANTS PROVIDED IN A GIVEN YEAR. AFTER FUNDS ARE DISTRIBUTED BY THE ENDOWMENT OR ITS DONOR ADVISED FUND TO THE RESPECTIVE SUPPORTED ORGANIZATION, THEY ARE NO LONGER MONITORED BY THE ENDOWMENT. SCHEDULE I, PART II, LINE 1: BLUE GRASS COMMUNITY FOUNDATION THE ENDOWMENT CONTRIBUTED ALL INVESTMENT HOLDINGS, INCLUDING CASH AND STOCKS, TO A DONOR ADVISED FUND HELD AND MAINTAINED BY BLUE GRASS COMMUNITY FOUNDATION. THE FUNDS WILL BE DISTRIBUTED IN ACCORDANCE WITH THE ENDOWMENT'S MISSION. THIS RESULTED IN A SIGNIFICANT ONE-TIME GRANT. THE GRANT CONSISTED OF CASH IN THE AMOUNT OF $22,729 AND STOCKS WITH A COST BASIS OF $1,710,226 AND A FAIR MARKET VALUE OF $2,315,300. CASH INVESTMENTS HELD AT RAYMOND JAMES 2024-10-22 22729 MARKET VALUE 616053466 BLUE GRASS COMMUNITY FOUNDATION 499 E HIGH STREET SUITE 112 LEXINGTON KY 40507 501(C)3 STOCK INVESTMENTS HELD AT RAYMOND JAMES 2024-10-22 2315300 MARKET VALUE 616053466 BLUE GRASS COMMUNITY FOUNDATION 499 E HIGH STREET SUITE 112 LEXINGTON KY 40507 501(C)3 0 0 0 0 FORM 990, PART 1, LINE 13 AND PART IX, LINE 1: GRANTS IN OCTOBER 2024 THE ENDOWMENT MOVED ALL INVESTMENT HOLDINGS, INCLUDING CASH AND STOCKS, TO A DONOR ADVISED FUND HELD AND MAINTAINED BY BLUE GRASS COMMUNITY FOUNDATION. THE FUNDS WILL BE DISTRIBUTED IN ACCORDANCE WITH THE ENDOWMENT'S MISSION. THIS RESULTS IN A SIGNIFICANT ONE-TIME GRANT. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS REVIEWED BY ALL MEMBERS AT THE SCHEDULED BOARD MEETING AND APPROVED PRIOR TO FILING WHEN POSSIBLE, OR APPROVED AS FILED, OR RECOMMENDED TO BE AMENDED. IN MOST YEARS THE FORM 990 IS REVIEWED AND APPROVED PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THESE ITEMS ARE AVAILABLE UPON REQUEST AT 299 COLONY BOULEVARD, LEXINGTON, KY 40502. CATHEDRAL OF CHRIST THE KING PARISH 299 COLONY BLVD LEXINGTON KY 40502 611132894 RELIGIOUS KY 501(C)(3) LINE 1 N/A 0 CATHEDRAL OF CHRIST THE KING PARISH SCHOOL 299 COLONY BLVD LEXINGTON KY 40502 611132894 EDUCATION KY 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0