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  5. C. E. AND S. FOUNDATION, INC.

C. E. AND S. FOUNDATION, INC.

Company Details

Name: C. E. AND S. FOUNDATION, INC.
Legal type: Foreign Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 13 May 1991 (34 years ago)
Authority Date: 13 May 1991 (34 years ago)
Last Annual Report: 21 Mar 2025 (a month ago)
Organization Number: 0286282
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40202
City: Louisville
Primary County: Jefferson County
Principal Office: 101 SOUTH FIFTH STREET, SUITE 1650, LOUISVILLE, KY 40202
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
C. E. AND S. FOUNDATION RETIREMENT PLAN 2023 592466943 2024-09-24 C. E. AND S. FOUNDATION, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 S 5TH ST STE 1650, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2024-09-24
Name of individual signing TESSA P MCNAIR
Valid signature Filed with authorized/valid electronic signature
C. E. AND S. FOUNDATION RETIREMENT PLAN 2022 592466943 2023-06-16 C. E. AND S. FOUNDATION, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH FIFTH STREET, SUITE 1650, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2023-06-16
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
C. E. AND S. FOUNDATION RETIREMENT PLAN 2021 592466943 2022-07-07 C. E. AND S. FOUNDATION, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 S 5TH ST, STE 1650, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2022-07-07
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
C. E. AND S. FOUNDATION RETIREMENT PLAN 2020 592466943 2021-06-25 C. E. AND S. FOUNDATION, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH FIFTH STREET,, SUITE 1650A, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2021-06-25
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
C. E. AND S. FOUNDATION RETIREMENT PLAN 2019 592466943 2020-07-10 C. E. AND S. FOUNDATION, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH FIFTH STREET, SUITE 1650A, LOUISVILLE, KY, 402023122

Signature of
Role Plan administrator
Date 2020-07-10
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
THE C.E. AND S. FOUNDATION INC. RETIREMENT PLAN 2018 592466943 2019-07-22 C.E. AND S. FOUNDATION, INC. 7
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 S 5TH ST STE 1650, LOUISVILLE, KY, 402023122

Signature of
Role Employer/plan sponsor
Date 2019-07-22
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
THE C.E. AND S. FOUNDATION INC. RETIREMENT PLAN 2018 592466943 2019-07-22 C.E. AND S. FOUNDATION, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 S 5TH ST STE 1650, LOUISVILLE, KY, 402023122

Signature of
Role Plan administrator
Date 2019-07-22
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-22
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
THE C. E. AND S. FOUNDATION INC. RETIREMENT PLAN 2017 592466943 2018-07-30 C. E. AND S. FOUNDATION, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH 5TH ST, SUITE 1650, LOUISVILLE, KY, 40202
THE C. E. AND S. FOUNDATION INC. RETIREMENT PLAN 2016 592466943 2017-07-05 C. E. AND S. FOUNDATION, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH 5TH ST, SUITE 1650, LOUISVILLE, KY, 40202
THE C. E. AND S. FOUNDATION INC. RETIREMENT PLAN 2015 592466943 2016-07-27 C. E. AND S. FOUNDATION, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH 5TH ST, SUITE 1650, LOUISVILLE, KY, 40202
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/07/09/20150709151240P040083473735001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1650, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2015-07-09
Name of individual signing TESS MCNAIR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-25
Name of individual signing DAVID WESSEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/28/20140728090305P030060089735001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1650A, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 592466943
Plan administrator’s name C.E. AND S. FOUNDATION, INC.
Plan administrator’s address 101 SOUTH 5TH STREET, SUITE 1650A, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025830546

Signature of
Role Plan administrator
Date 2014-07-25
Name of individual signing BRUCE MAZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-25
Name of individual signing DAVID WESSEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/16/20130716080223P030390105809001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1650A, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 592466943
Plan administrator’s name C.E. AND S. FOUNDATION, INC.
Administrator’s telephone number 5025830546

Signature of
Role Plan administrator
Date 2013-07-08
Name of individual signing BRUCE MAZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-15
Name of individual signing DAVID WESSEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/29/20120629113823P030004496710001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1650A, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 592466943
Plan administrator’s name C.E. AND S. FOUNDATION, INC.
Plan administrator’s address 101 SOUTH 5TH STREET, SUITE 1650A, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025830546

Signature of
Role Plan administrator
Date 2012-06-29
Name of individual signing BRUCE MAZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-06-19
Name of individual signing DAVID WESSEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/05/12/20110512074740P030057462513001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1650 A, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 592466943
Plan administrator’s name C.E. AND S. FOUNDATION, INC.
Plan administrator’s address 101 SOUTH 5TH STREET, SUITE 1650 A, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025830546

Signature of
Role Plan administrator
Date 2011-05-11
Name of individual signing BRUCE MAZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-05-11
Name of individual signing DAVID WESSEL
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s DBA name C.E. AND S. FOUNDATION, INC.
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1650 A, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 592466943
Plan administrator’s name C.E. AND S. FOUNDATION, INC.
Plan administrator’s address 101 SOUTH 5TH STREET, SUITE 1650 A, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025830546

Signature of
Role Plan administrator
Date 2011-04-29
Name of individual signing BRUCE MAZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-05-11
Name of individual signing DAVID WESSEL
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/06/16/20100616121504P040011509765001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1997-10-01
Business code 813000
Sponsor’s telephone number 5025830546
Plan sponsor’s address 101 SOUTH 5TH STREET, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 592466943
Plan administrator’s name C E AND S FOUNDATION, INC.
Plan administrator’s address 101 SOUTH 5TH STREET, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025830546

Signature of
Role Plan administrator
Date 2010-06-16
Name of individual signing BRUCE MAZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-06-16
Name of individual signing WANDA RYAN
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
Tess McNair Registered Agent

President

Name Role
Carol L Jones President

Director

Name Role
David A Jones, Jr. Director
Matthew L Jones Director
A. ROBERT DOLL Director
Mary Gwen Wheeler Director
Carol L Jones Director

Secretary

Name Role
Tess McNair Secretary

Treasurer

Name Role
Sara Kelley Treasurer

Filings

Name File Date
Annual Report 2025-03-21
Registered Agent name/address change 2025-03-21
Annual Report 2024-08-06
Principal Office Address Change 2023-03-17
Annual Report 2023-03-17
Annual Report 2022-07-19
Annual Report 2021-03-08
Annual Report 2020-03-06
Annual Report 2019-05-30
Principal Office Address Change 2018-07-26

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-2466943 Corporation Unconditional Exemption 101 S 5TH ST STE 1650, LOUISVILLE, KY, 40202-3122 1985-03
In Care of Name % MS TESS MCNAIR
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 Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 50,000,000 to greater
Income 5,000,000 to 9,999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 74663120
Income Amount 5363241
Form 990 Revenue Amount -
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 private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 202212
Filing Type E
Return Type 990T
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 202112
Filing Type E
Return Type 990T
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 202012
Filing Type E
Return Type 990PF
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 202012
Filing Type E
Return Type 990T
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 201912
Filing Type P
Return Type 990PF
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 201912
Filing Type P
Return Type 990T
File View File
Organization Name CE AND S FOUNDATION INC
EIN 59-2466943
Tax Period 201812
Filing Type P
Return Type 990PF
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 201712
Filing Type P
Return Type 990PF
File View File
Organization Name CE AND S FOUNDATION INC
EIN 59-2466943
Tax Period 201712
Filing Type P
Return Type 990T
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 201612
Filing Type P
Return Type 990PF
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 201612
Filing Type P
Return Type 990T
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 201512
Filing Type P
Return Type 990PF
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 201512
Filing Type P
Return Type 990T
File View File
Organization Name C E AND S FOUNDATION INC
EIN 59-2466943
Tax Period 201412
Filing Type P
Return Type 990T
File View File

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A. ROBERT DOLL

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Related by address

101 SOUTH FIFTH STREET, SUITE 1650, LOUISVILLE, KY 40202

FORGE LOUISVILLE LLC

Sources: Kentucky Secretary of State

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