120 Sycamore Rd
Lexington KY 40502-1842
Contact Information
Address 120 Sycamore Rd
Lexington, KY 40502 1842
Phone (859) 266-8581
Fax 859 268-7266
Contact Name James Clark
At A Glance
IRS Ruling Year 1976
Other ways to donate, support, or volunteer Ashland, The Henry Clay Estate offers a wide variety of opportunities in order to include as many people as possible who wish to help preserve Ashland, The Henry Clay Estate, a National Landmark, Educational Center, and Museum. You can become a Friend of Ashland with an annual membership, a Henry Clay Society Member, a Year End Giving Campaign participant, sponsor an event, attend a wide array of fundraising events, adopt a tree, or donate to any of our special funds including curatorial, grounds, or memorial funds. We offer an active volunteer program and have over one hundred yearly volunteers that serve as tour docents or a variety of other ways including as board members or advisory counselors. We accept check, credit card, pay pal, phone, or mailed donations. We have endless opportunities for in-kind donations throughout the year. 
Financial Summary
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Mission Statement

The Henry Clay Memorial Foundation exists to promote the legacy of Henry Clay, to share his continued relevance locally and nationally as a great statesman, and to preserve his beloved "Ashland" as a testament to his life and his love of Kentucky and the country.

Background Statement Ashland was the home of Henry Clay. Known as "The Great Compromiser," Clay was a Senator, Representative, Speaker of the House, Secretary of State, and upon his death in 1852, was the first ever to lie in State in the U.S. Capitol. A lawyer and masterful orator, he negotiated the Treaty of Ghent and successfully saved the Union on three separate occasions. Clay was also a significant thoroughbred horse breeder and syndicator. He was instrumental in Lexington becoming the Horse Capital of the World. He brought Hereford cattle to the U.S. from England and farmed the 600 acre estate. After his death, Ashland was home to several generations of the Clay family until 1950. Ashland then became a Museum and National Historic Landmark operated by the Henry Clay Memorial Foundation, a 501c3 non-profit organization. Today, thousands from around the country and world come to learn about the life and legacy of Henry Clay, one of our nation's greatest Statesmen. Guided tours by knowledegable docents are offered February through December. As an educational center, we also serve thousands of school students from all over our state. The Estate's 17 acres of grounds, historic trees, gardens and walking paths are open and free to the public year round. 
Impact Statement
The Foundation's top three accomplishments for 2016
1. Record number of paid admissions which was driven by increased school groups coming to Ashland.
2. Launched a pilot outreach program designed to bring the "Ashland" experience to schools which cannot travel to Lexington. 
 3. After more than 120 years, hemp was reintroduced to Ashland.  Henry Clay was one of the Kentucky's largest producer of industrial hemp.   
In 2017...
We seek to grow our outreach to local and regional schools and home-school networks;
Establish a young professionals group to develop programming and fundraising events for their peers; and,
Work with the City and neighborhood associations to expand our  existing interpretative markers program to include public spaces throughout Clay's original 670-acre Ashland farm.  These markers would provide information about Clay's thoroughbred horses, hemp production, and other farm related facts.
Needs Statement
Service Categories
Secondary Organization Category Public & Societal Benefit /
Geographic Areas Served
The original Ashland Farm was 600 acres.  The majority of the property was subdivided in the 1920s, creating the Ashland,  Ashland Park, and Chevy Chase Neighborhoods.  The remaining 17 acres of the Henry Clay Estate serves as a park-like environment for these neighborhoods.  However, the mansion, its collections and the legacy of Henry Clay serves an international audience interested in historic preservation and American history.
Board Chair
Board Chair Mrs. Brenda Barrett
Company Affiliation Barrett Partners Inc.
Term Apr 2017 to Apr 2019
Board Members
Mr. Aaron Ammerman Community VolunteerVoting
Ms. Sue Andrew Community VolunteerVoting
Ms. Brenda Barrett Barrett Partnership IncVoting
Ms. Elizabeth Boone Community VolunteerVoting
Mrs. Kimberly DeCamp Community VolunteerVoting
Mr. Drew Fleming Stoll Keenon Ogden PLLCVoting
Mr. David Fogg RetiredVoting
Mr. Jeff Garrett Mid-American Rare Coin GalleryVoting
Dr. James G. Gay Community VolunteerVoting
Mr. Allen Grimes Dupree FundsVoting
Mr. Josh Lewis US BankVoting
Ms. Debbie Long Dudley'sVoting
Ms. Mina Mattone Bluegrass Sotheby's International RealtyVoting
Mrs. Cathy Clay Neal NoneVoting
Mr. Berry Potter Coleman Smith Inc.Voting
Rev Bob Sessum NoneVoting
Mr. Wood Simpson NoneVoting
Mr. A.J. Singleton Stoll Keenon Ogden PLLCVoting
Dr. John Stewart The Stewart SchoolVoting
Mr. Franklin Thompson Community VolunteerVoting
Mrs. Trudy Tibbs NoneVoting
Judge Gregory Van Tatenhove Community VolunteerVoting
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 22
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 14
Female 8
Unspecified 0
Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 90%
Written Board Selection Criteria? No
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 100%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 4
Board Co-Chair
Term Apr 2015 to Apr 2017
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Additional Board Members and Affiliations
Mr. Lindsey Apple Retired History Prof
Ms. Eunice Beatty Community Volunteer
Mr. Kent Masterson Brown History Author, Film Maker
Mr. William Campbell Phase IV Construction
Dr. Jamie Day Transylvania University
Mr. Bill Farmer Jr.LFUCG
Dr. Magdalene Karon Doctor
Mrs. Lillian Longarzo Community Volunteer
Mrs. Ann Miller Volunteer
Mr. Clark Nyberg Kentucky Bank
Ms. Brenda Pettit Community Volunteer
Mrs. Carol Russell Volunteer
Dr. Kim Spillman University of Kentucky
Mrs. Isabel Yates Volunteer
CEO Comments On April 6, 2015, James M. Clark became the Foundation's Executive Director.  In 2015, Clark will work with the Board to develop policies governing the Board and its Advisory Board.  Clark will be guided by best practices recommended by the Kentucky Nonprofit Network.
CEO/Executive Director
Executive Director Mr. James M. Clark
Term Start Apr 2015
Email jclark@henryclay.org
Experience Clark brings to the Foundation more than 25 years experience in nonprofit arts and cultural management.  Recognized as a leader in his field, he has served on grants panels for the National Endowment for the Arts, Kentucky Arts Council, the Ohio Arts Council and on the Private Sector Council of Americans for the Arts.   Most recently, Clark served for 12 years as the President & CEO of LexArts, Lexington, Kentucky's United Arts Fund and Local Arts Council.  He was the President & CEO of CultureWorks, Dayton, Ohio's United Arts Fund; he was the Executive Director of the Public Art Fund in New York City; Clark also worked in local government in Los Angeles and New York City.  Clark has Bachelor of Science in Urban Studies from the University of Southern California, and a Master's Degree in Public Administration from New York University. 
Full Time Staff 5
Part Time Staff 6
Volunteers 80
Contractors 1
Retention Rate 100%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 11
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 6
Female 5
Unspecified 0
Senior Staff
Title Curator and Grounds Manager
Title Business Manager
Title Executive Director
Title Retail Operations Manager
Experience/Biography Phil brings several years worth of experience of nonprofit retail management, having worked at the Indiana Historical Society and the Kentucky Historical Society. 
Title Tour and Education Coordinator
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
   Ashland offers a wide variety of educational programs and special events. We serve visitors from all around our nation and the world with tours of Ashland by our knowledgeable docents including the Mansion, outbuildings and grounds. Tours are offered on the hour March through December, Tuesday - Saturday, and on Sundays from April through November. 
   Ashland offers tours and educational activities for school students throughout the state to help enhance core history curriculum while teaching students about the value of compromise in their lives and relationships. 
   Ashland's vast array of special events serves a wide variety in this community and beyond with living history activities including Civil War re-enactors, Clay family history, garden tours, Arbor Celebration to preserve Ashland's 400 mature and historic trees, and a Kentucky Christmas market and Ashland Illumination at holiday time which is free to the entire community. For a complete listing of programs and events, we invite you to visit henryclay.org. 
Category Arts, Culture & Humanities, General/Other History & Historical Programs
Population Served Adults, Children and Youth (0 - 19 years),
Program Comments
CEO Comments
Plans & Policies
Organization has a Fundraising Plan? No
Organization has a Strategic Plan? No
Years Strategic Plan Considers N/A
Management Succession Plan? No
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Certificate of ExcellenceTrip Advisor2014
Certificate of ExcellenceTrip Advisor2015
Certificate of ExcellenceTrip Advisor2016
Certificate of ExcellenceTrip Advisor2017
Government Licenses
Is your organization licensed by the Government? No
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Fiscal Year
Fiscal Year Start Jan 01, 2017
Fiscal Year End Dec 31, 2017
Projected Revenue $553,850.00
Projected Expenses $552,100.00
Endowment Value $1,985,400.00
Spending Policy Income Only
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available). Revenue from foundations and corporations may be included in individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
Government Contributions$0$0$0
Individual Contributions$121,975$233,424$60,135
Investment Income, Net of Losses$87,863$65,563$55,293
Membership Dues$19,625$18,430$20,282
Special Events$86,952$145,484$1,127,176
Revenue In-Kind--$2,522--
Expense Allocation
Fiscal Year201520142013
Program Expense$329,708$256,301$256,245
Administration Expense$53,745$92,876$70,620
Fundraising Expense$37,366$27,783$83,664
Payments to Affiliates------
Total Revenue/Total Expenses0.971.680.84
Program Expense/Total Expenses78%68%62%
Fundraising Expense/Contributed Revenue18%7%7%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$4,564,727$4,687,022$4,437,148
Current Assets$170,015$150,584$38,969
Long-Term Liabilities--$0--
Current Liabilities$17,714$9,466$11,081
Total Net Assets$4,547,013$4,677,556$4,426,067
Form 990s
2015 Form 990
2014 Form 990
2013 990 2013
2012 2012 Form 1990
2011 990 2011
2010 990 2010
2009 990 2009
2008 Form 990
Audit Documents
2015 Audit Report
2014 Audit
Capital Campaign
Currently in a Capital Campaign? No
State Registration Yes
CEO Comments
The 2015 audit shows a deficit of $130,543 which was caused largely by a $95,500 loss on our endowment.
The organization, historically, has relied on gifts from individuals and special events, such as its annual Lawn Party, for the lion's share of its contributed revenue. In addition, earned income has been flat for the past few years. In 2016, we instituted a number of steps which have had a positive effect on our bottom line. New, temporary, exhibitions in the museum attracted 2,000 more paying visitors over the prior year. The museum store has been re-designed and developed new and exclusive merchandise which has generated a $14,000 profit. Further, special fundraising appeals generated a significant increase in unrestricted donations.
In 2017, we will build on these successes while also developing a more aggressive grant-writing discipline. Historically, the Foundation has opted not to pursue government funding or gifts from major national Foundations. Going forward, we plan to pursue a Development plan that will seek to exploit every possible opportunity.
Address 120 Sycamore Rd
Lexington, KY 405021842
Primary Phone 859 266-8581
Contact Email jclark@henryclay.org
CEO/Executive Director Mr. James M. Clark
Board Chair Mrs. Brenda Barrett
Board Chair Company Affiliation Barrett Partners Inc.