The@Harold & Juanita R Koon Family Charitable Foundation

Louisville, KY
Tax-exempt since Feb. 1999
EIN: 61-6248013

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$373k (2024)

Expenses

$266k (2024)

Total Assets

$3.26M (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

$373,398

Expenses

$266,119

Net Income

$107,279

Net Assets

$3,261,560

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,604	30.2%
Sales of Assets	$260,794	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$247,239	92.9%
Compensation of Officers*	$15,157	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,261,560
Total Liabilities	$0
Net Assets	$3,261,560

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$15,157	$0
Dennis R Koon (Advisory Committee)	$0	$0
Gary S Koon (Advisory Committee)	$0	$0

990-PF

Filed on May 14, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$294,742

Expenses

$262,068

Net Income

$32,674

Net Assets

$3,154,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$96,925	32.9%
Sales of Assets	$197,817	67.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$249,585	95.2%
Compensation of Officers*	$12,521	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,154,281
Total Liabilities	$0
Net Assets	$3,154,281

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$12,521	$0
Dennis R Koon (Advisory Committee)	$0	$0
Gary S Koon (Advisory Committee)	$0	$0

990-PF

Filed on May 14, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$173,121

Expenses

$288,879

Net Income

-$115,758

Net Assets

$3,121,607

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,852	42.1%
Sales of Assets	$100,269	57.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$273,930	94.8%
Compensation of Officers*	$12,614	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,121,607
Total Liabilities	$0
Net Assets	$3,121,607

Compensation

Key Employees and Officers	Compensation	Other
Baird Trust Company (Trustee)	$12,614	$0
Dennis R Koon (Advisory Committee)	$0	$0
Gary S Koon (Advisory Committee)	$0	$0

990-PF

Filed on May 12, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$323,758

Expenses

$250,963

Net Income

$72,795

Net Assets

$3,237,365

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$91,416	28.2%
Interest Revenue	$0
Dividends	$88,331	27.3%
Sales of Assets	$144,011	44.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$234,253	93.3%
Compensation of Officers*	$13,776	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,237,365
Total Liabilities	$0
Net Assets	$3,237,365

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Company (Trustee)	$13,776	$0
Dennis R Koon (Advisory Committee)	$0	$0
Gary S Koon (Advisory Committee)	$0	$0

990-PF

Filed on March 25, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$457,627

Expenses

$209,897

Net Income

$247,730

Net Assets

$3,164,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,511	65.7%
Interest Revenue	$0
Dividends	$77,131	16.9%
Sales of Assets	$79,985	17.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$196,112	93.4%
Compensation of Officers*	$10,369	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,164,571
Total Liabilities	$1
Net Assets	$3,164,570

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Company (Trustee)	$10,369	$0
Dennis R Koon (Advisory Committee)	$0	$0
Gary S Koon (Advisory Committee)	$0	$0

990-PF

Filed on April 6, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$338,788

Expenses

$189,302

Net Income

$149,486

Net Assets

$2,917,545

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$225,507	66.6%
Interest Revenue	$0
Dividends	$90,677	26.8%
Sales of Assets	$22,604	6.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,732	93.9%
Compensation of Officers*	$9,987	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	$2,917,546
Total Liabilities	$1
Net Assets	$2,917,545

Compensation

Key Employees and Officers	Compensation	Other
Hilliard Lyons Trust Company (Trustee)	$9,987	$0
Dennis R Koon (Advisory Committee)	$0	$0
Gary S Koon (Advisory Committee)	$0	$0

990-PF

Filed on April 28, 2020

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

View Filing

Schedules ▼

PDF XML

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

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.
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

$310,606

Expenses

$146,760

Net Income

$163,846

Net Assets

$2,305,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$161,060	51.9%
Interest Revenue	$0
Dividends	$59,022	19.0%
Sales of Assets	$90,524	29.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,094	94.8%
Compensation of Officers*	$7,188	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,305,495
Total Liabilities	$0
Net Assets	$2,305,495

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$241,659

Expenses

$126,782

Net Income

$114,877

Net Assets

$2,143,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$147,059	60.9%
Interest Revenue	$0
Dividends	$56,197	23.3%
Sales of Assets	$38,403	15.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,468	91.1%
Compensation of Officers*	$6,757	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	$2,143,255
Total Liabilities	$0
Net Assets	$2,143,255

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$292,581

Expenses

$98,755

Net Income

$193,826

Net Assets

$2,030,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$132,794	45.4%
Interest Revenue	$0
Dividends	$51,705	17.7%
Sales of Assets	$108,082	36.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,650	91.8%
Compensation of Officers*	$5,928	6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,030,159
Total Liabilities	$0
Net Assets	$2,030,159

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$210,482

Expenses

$97,682

Net Income

$112,800

Net Assets

$1,836,333

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$124,522	59.2%
Interest Revenue	$0
Dividends	$53,251	25.3%
Sales of Assets	$32,709	15.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,589	92.7%
Compensation of Officers*	$5,164	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	$1,836,333
Total Liabilities	$0
Net Assets	$1,836,333

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$223,712

Expenses

$87,290

Net Income

$136,422

Net Assets

$1,723,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$125,681	56.2%
Interest Revenue	$0
Dividends	$44,617	19.9%
Sales of Assets	$53,414	23.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,575	99.2%
Compensation of Officers*	$4,416	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,723,533
Total Liabilities	$0
Net Assets	$1,723,533

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Updated March 23, 2026

The@Harold & Juanita R Koon Family Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $373k (2024)

Expenses $266k (2024)

Total Assets $3.26M (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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

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

Extracted Financial Data from Form 990-PF

Revenue

$373k (2024)

Expenses

$266k (2024)

Total Assets

$3.26M (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.
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Fiscal Year Ending Dec.
2001