Kentucky Social Welfare Foundation

Union, KY
Tax-exempt since April 1957
EIN: 61-6034264

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$847k (2024)

Expenses

$380k (2024)

Total Assets

$2.41M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$847,136

Expenses

$379,731

Net Income

$467,405

Net Assets

$2,412,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$119,855	14.1%
Interest Revenue	$0
Dividends	$57,952	6.8%
Sales of Assets	$669,329	79.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$361,938	95.3%
Compensation of Officers*	$20,263	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,412,017
Total Liabilities	$0
Net Assets	$2,412,017

Compensation

Key Employees and Officers	Compensation	Other
Stock Yards Bank (Trustee)	$14,157	$0
Pnc Bank (Trustee (Previous))	$6,106	$0
Anne W Eason (Trustee)	$0	$0
Melissa A Slone (Chairperson)	$0	$0
Monica Hines (Secretary)	$0	$0
Grace Akers (Treasurer)	$0	$0
Craig Beavers (Trustee)	$0	$0
Shira Birdwhistell (Trustee)	$0	$0
Dr Chad Jackson (Trustee)	$0	$0
Emily Mckenzie (Vice Chairperson)	$0	$0
Jenny Lynne Stewart (Trustee)	$0	$0
Dr Susan Wesley (Trustee)	$0	$0
Deirdra Robinson (Trustee)	$0	$0
Jean Russell (Trustee)	$0	$0
Brittany Sparks Weber (Trustee)	$0	$0
Dr Sandy Holbrook (Trustee)	$0	$0

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990-PF

Filed on Oct. 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$336,397

Expenses

$336,978

Net Income

-$581

Net Assets

$2,376,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$136,059	40.4%
Interest Revenue	$0
Dividends	$45,146	13.4%
Sales of Assets	$155,192	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$323,438	96.0%
Compensation of Officers*	$18,310	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,376,872
Total Liabilities	$0
Net Assets	$2,376,872

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank (Trustee)	$18,310	$0
Anne W Eason (Chairperson)	$0	$0
Melissa A Slone (Vice Chairperson)	$0	$0
Monica Hines (Secretary)	$0	$0
Don Garton (Treasurer)	$0	$0
Grace Akers (Trustee)	$0	$0
Craig Beavers (Trustee)	$0	$0
Shira Birdwhistell (Trustee)	$0	$0
Dr Chad Jackson (Trustee)	$0	$0
Emily Mckenzie (Trustee)	$0	$0
Jenny Lynne Stewart (Trustee)	$0	$0
Dr Susan Wesley (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$202,670

Expenses

$344,811

Net Income

-$142,141

Net Assets

$2,158,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$121,323	59.9%
Interest Revenue	$0
Dividends	$41,953	20.7%
Sales of Assets	$39,394	19.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$327,240	94.9%
Compensation of Officers*	$19,387	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,158,602
Total Liabilities	$0
Net Assets	$2,158,602

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank (Trustee)	$19,387	$0
Anne W Eason (Chairperson)	$0	$0
Melissa A Slone (Vice Chairperson)	$0	$0
Monica Hines (Secretary)	$0	$0
Don Garton (Treasurer)	$0	$0
Grace Akers (Trustee)	$0	$0
Craig Beavers (Trustee)	$0	$0
Shira Birdwhistell (Trustee)	$0	$0
Dr Chad Jackson (Trustee)	$0	$0
Emily Mckenzie (Trustee)	$0	$0
Jenny Lynne Stewart (Trustee)	$0	$0
Dr Susan Wesley (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$375,564

Expenses

$200,643

Net Income

$174,921

Net Assets

$2,912,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$114,627	30.5%
Interest Revenue	$0
Dividends	$51,601	13.7%
Sales of Assets	$209,336	55.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,752	85.1%
Compensation of Officers*	$22,438	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,912,037
Total Liabilities	$0
Net Assets	$2,912,037

Compensation

Key Employees and Officers	Compensation	Other
Pnc (Trustee)	$22,438	$0
Vicki Lawson (Secretary)	$0	$0
Dr Susan Wesley (Board Member)	$0	$0
Dr Chad Jackson (Board Member)	$0	$0
Linda Gayheart (Board Member)	$0	$0
Rev Michael T Powers (Vice Chairpe)	$0	$0
Anne W Eason (Chairperson)	$0	$0
Pamela Holwerda Pamel Holwerda (Trustee)	$0	$0
Richard Carnes (Board Member)	$0	$0
Dr Marian M Taylor (Treasurer)	$0	$0
Steven Jones (Board Member)	$0	$0
Rev Lisa Balboa (Board Member)	$0	$0

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990-PF

Filed on Aug. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$180,075

Expenses

$187,667

Net Income

-$7,592

Net Assets

$2,601,539

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$90,567	50.3%
Interest Revenue	$0
Dividends	$44,901	24.9%
Sales of Assets	$44,607	24.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,516	89.8%
Compensation of Officers*	$18,397	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,601,540
Total Liabilities	$1
Net Assets	$2,601,539

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank (Trustee)	$18,397	$0
Vicki Lawson (Secretary)	$0	$0
Dr Susan Wesley (Board Member)	$0	$0
Dr Chad Jackson (Board Member)	$0	$0
Linda Gayheart (Board Member)	$0	$0
Rev Michael T Powers (Vice Chairpe)	$0	$0
Charles Mercer (Board Member)	$0	$0
Anne W Eason (Chairperson)	$0	$0
Richard Carnes (Board Member)	$0	$0
Dr Marian M Taylor (Treasurer)	$0	$0
Steven Jones (Board Member)	$0	$0
Rev Lisa Balboa (Board Member)	$0	$0

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990-PF

Filed on Sept. 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$174,156

Expenses

$149,081

Net Income

$25,075

Net Assets

$2,351,510

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$99,705	57.3%
Interest Revenue	$0
Dividends	$47,259	27.1%
Sales of Assets	$26,818	15.4%
Other Income	$374	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,873	85.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,351,510
Total Liabilities	$0
Net Assets	$2,351,510

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$170,205

Expenses

$157,388

Net Income

$12,817

Net Assets

$2,149,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$97,281	57.2%
Interest Revenue	$0
Dividends	$41,357	24.3%
Sales of Assets	$31,289	18.4%
Other Income	$278	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,278	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,149,502
Total Liabilities	$0
Net Assets	$2,149,502

Compensation

Key Employees and Officers	Compensation	Other
Vicki Lawson (Secretary)	$0	$0
T Jack Eversole (Trustee)	$0	$0
Roger Recktenwald (Vice Chairman)	$0	$0
Dr Susan Wesley (Trustee)	$0	$0
Dr Chad Jackson (Chairman)	$0	$0
Linda Gayheart (Trustee)	$0	$0
Rev Michael T Powers (Trustee)	$0	$0
Casandra Cowherd (Trustee)	$0	$0
Anne W Eason (Treasurer)	$0	$0
Richard Carnes (Trustee)	$0	$0
Dr Marian M Taylor (Trustee)	$0	$0

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990-PF

Filed on Nov. 6, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$195,233

Expenses

$173,500

Net Income

$21,733

Net Assets

$1,836,447

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$110,016	56.4%
Interest Revenue	$0
Dividends	$33,853	17.3%
Sales of Assets	$51,196	26.2%
Other Income	$168	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,943	83.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,836,447
Total Liabilities	$0
Net Assets	$1,836,447

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$368,944

Expenses

$116,420

Net Income

$252,524

Net Assets

$1,890,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$90,581	24.6%
Interest Revenue	$0
Dividends	$41,143	11.2%
Sales of Assets	$237,214	64.3%
Other Income	$6	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,771	78.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,890,127
Total Liabilities	$0
Net Assets	$1,890,127

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$230,059

Expenses

$111,302

Net Income

$118,757

Net Assets

$1,780,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$86,543	37.6%
Interest Revenue	$0
Dividends	$32,037	13.9%
Sales of Assets	$111,404	48.4%
Other Income	$75	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,391	76.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,780,187
Total Liabilities	$0
Net Assets	$1,780,187

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$215,767

Expenses

$123,572

Net Income

$92,195

Net Assets

$1,505,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$86,495	40.1%
Interest Revenue	$0
Dividends	$44,855	20.8%
Sales of Assets	$83,803	38.8%
Other Income	$614	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,082	80.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,505,244
Total Liabilities	$0
Net Assets	$1,505,244

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$185,295

Expenses

$97,402

Net Income

$87,893

Net Assets

$1,387,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$89,715	48.4%
Interest Revenue	$0
Dividends	$37,232	20.1%
Sales of Assets	$57,807	31.2%
Other Income	$541	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,483	75.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,387,860
Total Liabilities	$0
Net Assets	$1,387,860

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Kentucky Social Welfare Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $847k (2024)

Expenses $380k (2024)

Total Assets $2.41M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$847k (2024)

Expenses

$380k (2024)

Total Assets

$2.41M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001