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THE FILSON HISTORICAL SOCIETY, INC.

Company Details

Name: THE FILSON HISTORICAL SOCIETY, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Non-profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 22 Mar 1892 (133 years ago)
Organization Date: 22 Mar 1892 (133 years ago)
Last Annual Report: 24 Jun 2024 (7 months ago)
Organization Number: 0017330
Industry: Museums, Art Galleries and Botanical and Zoological Gardens
Number of Employees: Medium (20-99)
ZIP code: 40208
Primary County: Jefferson
Principal Office: 1310 S. 3RD. ST., LOUISVILLE, KY 40208
Place of Formation: KENTUCKY

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
YW8MD86KBAF8 2024-06-04 1310 S 3RD ST, LOUISVILLE, KY, 40208, 2306, USA 1310 S 3RD ST, LOUISVILLE, KY, 40208, 2306, USA

Business Information

URL http://www.filsonhistorical.org
Congressional District 03
State/Country of Incorporation KY, USA
Activation Date 2023-06-07
Initial Registration Date 2003-06-19
Entity Start Date 1884-05-15
Fiscal Year End Close Date Dec 31

Points of Contacts

Electronic Business
Title PRIMARY POC
Name BRENNA CUNDIFF
Role DIRECTOR OF DEVELOPMENT
Address 1310 S. THIRD STREET, LOUISVILLE, KY, 40208, 2306, USA
Title ALTERNATE POC
Name KATHERINE WANKE
Role ASSOCIATE DIRECTOR OF DEVELOPMENT
Address 1310 S. THIRD STREET, LOUISVILLE, KY, 40208, 2306, USA
Government Business
Title PRIMARY POC
Name BRENNA CUNDIFF
Role DIRECTOR OF DEVELOPMENT
Address 1310 S. THIRD STREET, LOUISVILLE, KY, 40208, 2306, USA
Title ALTERNATE POC
Name KATHERINE WANKE
Role ASSOCIATE DIRECTOR OF DEVELOPMENT
Address 1310 S. THIRD STREET, LOUISVILLE, KY, 40208, 2306, USA
Past Performance
Title PRIMARY POC
Name BRENNA CUNDIFF
Role DIRECTOR OF DEVELOPMENT
Address 1310 S. THIRD STREET, LOUISVILLE, KY, 40208, USA
Title ALTERNATE POC
Name KATHERINE WANKE
Role ASSOCIATE DIRECTOR OF DEVELOPMENT
Address 1310 S. THIRD STREET, LOUISVILLE, KY, 40208, USA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE FILSON HISTORICAL SOCIETY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2023 610444690 2024-07-05 THE FILSON HISTORICAL SOCIETY, INC. 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2024-07-05
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-05
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
THE FILSON HISTORICAL SOCIETY, INC. TDA PLAN 2022 610444690 2023-08-01 THE FILSON HISTORICAL SOCIETY, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
THE FILSON HISTORICAL SOCIETY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 610444690 2023-08-01 THE FILSON HISTORICAL SOCIETY, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
THE FILSON HISTORICAL SOCIETY, INC. TDA PLAN 2022 610444690 2023-08-01 THE FILSON HISTORICAL SOCIETY, INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
THE FILSON HISTORICAL SOCIETY, INC. TDA PLAN 2022 610444690 2023-08-01 THE FILSON HISTORICAL SOCIETY, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
THE FILSON HISTORICAL SOCIETY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 610444690 2023-08-01 THE FILSON HISTORICAL SOCIETY, INC. 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
THE FILSON HISTORICAL SOCIETY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 610444690 2023-08-01 THE FILSON HISTORICAL SOCIETY, INC. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
THE FILSON HISTORICAL SOCIETY, INC. TDA PLAN 2022 610444690 2023-08-01 THE FILSON HISTORICAL SOCIETY, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
THE FILSON HISTORICAL SOCIETY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 610444690 2023-08-01 THE FILSON HISTORICAL SOCIETY, INC. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
THE FILSON HISTORICAL SOCIETY, INC. TDA PLAN 2022 610444690 2023-08-01 THE FILSON HISTORICAL SOCIETY, INC. 18
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801153329NAL0018576241001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801154049NAL0010689539001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801154345NAL0009844659001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801154231NAL0023894080001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801153755NAL0036184274001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801153819NAL0009839971001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801153559NAL0024036352001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801155435NAL0036685330001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801153723NAL0010684579001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801153955NAL0018584673001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801153907NAL0036188610001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801154254NAL0024048304001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801153631NAL0024036656001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801154023NAL0018585841001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801154653NAL0018594849001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801154633NAL0023905136001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2023/08/01/20230801154449NAL0023899440001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-11-01
Business code 712100
Sponsor’s telephone number 5026355083
Plan sponsor’s address 1310 S 3RD ST, LOUISVILLE, KY, 402082306

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-01
Name of individual signing MILOS MALDONADO
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
RICHARD H.C. CLAY Registered Agent

Secretary

Name Role
Angela Edwards Secretary

Director

Name Role
Orme Wilson III Director
Lindy Street Director
Phillip Bond Director
John Stern Director
Jim Haynes Director
James Allen Director
Shellie Benovitz Director
Chris Brown Director
Westray Cobb Director
Angela Curry Director

Incorporator

Name Role
R. C. BALLARD THRUSTON Incorporator
EMMETT O'NEAL Incorporator
ALLEN M. REAGER Incorporator
MARY VERHOFF Incorporator
OTTO A. ROTHERT Incorporator

President

Name Role
Ann Wells President

Vice President

Name Role
Jane Goldstein Vice President

Treasurer

Name Role
Beth Wiseman Treasurer

Former Company Names

Name Action
THE FILSON CLUB Old Name

Filings

Name File Date
Annual Report 2024-06-24
Annual Report 2023-06-02
Annual Report 2022-06-13
Amendment 2022-03-10
Annual Report 2021-06-22
Annual Report 2020-06-30
Registered Agent name/address change 2019-07-05
Annual Report 2019-07-05
Annual Report 2018-06-08
Annual Report 2017-05-11

Date of last update: 26 Dec 2024

Sources: Kentucky Secretary of State