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  5. THE BLUE GRASS TRUST FOR HISTORIC PRESERVATION, INC.

THE BLUE GRASS TRUST FOR HISTORIC PRESERVATION, INC.

Company Details

Name: THE BLUE GRASS TRUST FOR HISTORIC PRESERVATION, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 14 Jul 1955 (70 years ago)
Organization Date: 14 Jul 1955 (70 years ago)
Last Annual Report: 18 Jun 2024 (10 months ago)
Organization Number: 0004724
Industry: Educational Services
Number of Employees: Small (0-19)
ZIP code: 40507
City: Lexington
Primary County: Fayette County
Principal Office: 201 N Mill St, Lexington, KY 40507
Place of Formation: KENTUCKY

Treasurer

Name Role
James Kent Pleasants Treasurer

Director

Name Role
FRANK VAN DEREN COKE Director
Steve Gardner Director
Emily Bergeron Director
Kathy Chopra Director
Rick Queen Director
Brenna Pye Director
Carol Martin Director
Wanda Jaquith Director
Dave Elbon Director
Phillip Tibbs Director

President

Name Role
Mike Meuser President

Secretary

Name Role
Maureen Peters Secretary

Vice President

Name Role
Richard Schein Vice President

Registered Agent

Name Role
MICHAEL D. MEUSER Registered Agent

Incorporator

Name Role
JOSEPH C. GRAVES Incorporator
FRANK VAN DEREN COKE Incorporator
CAROLYN READING Incorporator

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Charitable Gaming EXE0000220 Exempt Organization Active - - - - Lexington, FAYETTE, KY

Former Company Names

Name Action
BLUEGRASS TRUST FOR HISTORIC PRESERVATION, INCORPORATED Old Name
THE FOUNDATION FOR THE PRESERVATION OF HISTORIC LEXINGTON AND FAYETTE COUNTY, INCORPORATED Old Name

Filings

Name File Date
Principal Office Address Change 2025-01-29
Annual Report 2024-06-18
Principal Office Address Change 2024-06-18
Annual Report 2023-06-28
Annual Report Amendment 2022-07-19
Annual Report 2022-03-11
Annual Report 2021-06-04
Registered Agent name/address change 2020-06-09
Annual Report 2020-06-09
Annual Report 2019-06-28

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
61-0518029 Corporation Unconditional Exemption 201 N MILL ST, LEXINGTON, KY, 40507-1034 1958-04
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2024-06
Asset 5,000,000 to 9,999,999
Income 500,000 to 999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 5482268
Income Amount 824634
Form 990 Revenue Amount 398559
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name BLUEGRASS TRUST FOR HISTORIC PRESERVATION INC
EIN 61-0518029
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name BLUEGRASS TRUST FOR HISTORIC PRESERVATION INC
EIN 61-0518029
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name BLUEGRASS TRUST FOR HISTORIC PRESERVATION INC
EIN 61-0518029
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name BLUEGRASS TRUST FOR HISTORIC PRESERVATION INC
EIN 61-0518029
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name BLUEGRASS TRUST FOR HISTORIC PRESERVATION INC
EIN 61-0518029
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name BLUEGRASS TRUST FOR HISTORIC PRESERVATION INC
EIN 61-0518029
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name BLUEGRASS TRUST FOR HISTORIC PRESERVATION INC
EIN 61-0518029
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name BLUEGRASS TRUST FOR HISTORIC PRESERVATION INC
EIN 61-0518029
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1114637804 2020-05-01 0457 PPP 210 North Broadway, Lexington, KY, 40507-1057
Loan Status Date 2021-07-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 33000
Loan Approval Amount (current) 33000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 58036
Servicing Lender Name Fifth Third Bank
Servicing Lender Address 38 Fountain Sq Plz, CINCINNATI, OH, 45263
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Lexington, FAYETTE, KY, 40507-1057
Project Congressional District KY-06
Number of Employees 2
NAICS code 712110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 58036
Originating Lender Name Fifth Third Bank
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 33368.5
Forgiveness Paid Date 2021-06-24

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Sources: Kentucky Secretary of State

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