KENTUCKY HISTORICAL SOCIETY FOUNDATION INC
100 W. Broadway
Frankfort KY 40601-1931
Contact Information
Nonprofit KENTUCKY HISTORICAL SOCIETY FOUNDATION INC
Address 100 W. Broadway
Frankfort, KY 40601 1931
Phone (502) 564-1792 4433
Fax 502 564-4701
Contact Name Lynne Hollingsworth
Web and Social Media
Camp ArtyFact - Kentucky Masterpiece Mural
At A Glance
IRS Ruling Year 1991
Other ways to donate, support, or volunteer

 

Tax-deductible gifts to the Kentucky Historical Society (KHS) Foundation go to fund exhibits, collections acquisition and preservation, educational programs and outreach. Both the KHS and the KHS Foundation greatly appreciate all donors and we offer many different ways to insure KHS is a recognized leader in helping people understand, cherish and share Kentucky's stories:

·  For online donations please go to the KHS website at history.ky.gov and then to the KHS Foundation give/join page

·  The KHS Foundation currently accepts checks by mail, or credit cards by phone or online

·  To arrange a donation of stock or a planned gift, please call or visit the office at 100 W. Broadway in downtown Frankfort

·  KHS is committed to encouraging the involvement of volunteers at all levels in the organization and within all appropriate programs and activities

·  KHS receives no public funds to purchase paintings, documents, furniture, silver, porcelain and textiles of extraordinary craft or historical significance - signature pieces of Kentuckiana. Acquisition and conservation care, essential to preserving precious pieces of our past, is provided by private donations of artifacts or funding

All exhibitions and educational programming - whether on the road, online or on-site at the KHS campus - rely upon the generosity of committed people who want to ensure that our children and all visitors know what it means to say, "I, too, am a Kentuckian."
Financial Summary
 
 
Statements
Mission Statement

The Kentucky Historical Society Foundation (KHSF) was formed to further the educational and stewardship purposes of the Kentucky Historical Society (KHS) by providing assistance and support to the Society as needed. Consequently, the Foundation partners with the KHS in fulfilling its mission for engaging people in the exploration of the Commonwealth of Kentucky's diverse heritage. Through comprehensive and innovative services, interpretive programs and stewardship, the Kentucky Historical Society and the KHS Foundation provide connections to the past, perspective on the present, and inspiration for the future.

Background Statement
Since its founding in 1836, the Kentucky Historical Society has existed to collect, preserve, share, and interpret Kentucky's history and heritage. To help meet the challenges of preserving and presenting Kentucky's stories and treasures, the Kentucky Historical Society Foundation was established in 1991 as a 501(c)(3) agency. Created to provide the funding for the Society's programs, exhibitions, equipment and furniture, preservation supplies, and special initiatives, the KHS Foundation has, for nearly 20 years, supported the Society's efforts to become a premire heritage organization. From furnishing the Thomas D. Clark Center for Kentucky History, to such programs as, A Kentucky Journey and Abraham Lincoln: Beyond the Log Cabin, not to mention the extremely popular HistoryMobile and genealogy workshops, the KHS Foundation continues to provide the resources that allow the Kentucky Historical Society to provide connections to the past, perspectives on the present, and inspiration for the future.
Impact Statement

Accomplishments:

The last Annual Report noted that the Kentucky Historical Society Foundation,with the assistance of our generous donors:

  • Supported the award winning KHS HistoryMobile's "Torn Within and Threatened Without: Kentuckians in the Civil War Era" exhibition that had 19,352 visitors
  • Supplied funding for the Kentucky Junior Historical Society and the 4 KJHS students that received nationwide recognition at the National History Day competition in Washington, D.C.
  • Continued funding an annual internship program that provides experience and training to 26 next generation public historians, librarians, and museum professionals
  • Funded the Society's fellowship program that granted 9 scholarships to scholars from the U.S. and Great Britain
  • Provided the support funding that allowed 3,074 artifact records with images to be placed on the Society's digital database
  • Supported 25 different programs at KHS that included new educational programming for teachers and students

FY2016 Goals

The 2015-2016 fiscal year goals for the KHS Foundation include:

  • Meeting or exceeding our annual fund goal of $215,000
  • Aggressively pursuing increased private sector and public sector funding
  • Increasing Foundation Board effectiveness and participation
  • Expand the KHS internship program
  • Increase and further develop long-term corporate partnerships
Needs Statement
The Kentucky Historical Society Foundation intends to:
 
  • Meet the KHS programming needs and the KHSFoundation's operations requirements by raising at least $215,000
  • Raise $1.75M over the next 3 years for the innovative and nationally recognized digital publishing project: The Civil War Governors of Kentucky Digital Documentary Edition
  • Acquire $15,000 yearly to begin a premiere internship program for 10-15 graduate and undergraduates that will provide professional training in the preserving and presenting of history and heritage
  • Continue to raise funds for the Kentucky Oral History grants program   
  • CEO/Executive Director Statement
       Gifts to the KHS Foundation provide important seed money for new educational initiatives, as well as ongoing educational programming such as School Night at the Museum and the KHS HistoryMobile. Again in fiscal year 2014-2015, KHS held 3 Camp ArtyFact sessions, held the annual Kentucky Junior Historical Society / Kentucky History Day conference, dedicated 27 historical markers in 16 counties, and the HistoryMobile visited over three-quarters of Kentucky 120 counties.

       Additionally, donations provided the funds that identified thousands of documents at in Kentucky and around the country, for annotated, digital images to be included in the Civil War Governors of Kentucky Digital Documentary Edition project. In 2015 the KHS received a grant from the National Historical Publication and Records Commission to begin the construction of a digital Beta-software program of these documents that will provide ease of access by researchers.

       Also, in 2015 the Society completed the grant received from the CLIR Foundation to process the Churchill Weavers Collection. For 85 years, Churchill Weavers produced distinctive hand-woven clothing and home textiles in Berea, Kentucky. This outstanding and historic collection is made up of an estimated 40,000 textiles and is one of the most significant fabric archives in the Appalachian region. Because of donations to the Society, the Churchill Weavers Collection is now ready for use by researchers and others who appreciate this historic, iconic Kentucky business.

       It is only through the support of donors interested in preserving and presenting Kentucky's history and heritage that the KHS Foundation will be able to continue to provide the exciting and innovative programming the commonwealth has come to expect from its state historical society.

    Board Chair Statement
    As the current President of the KHS Foundation, I believe strongly in the investment in Kentucky, particularly in its educational and cultural institutions which help build a strong and vibrant future for our schoolchildren.
     
    The Kentucky Historical Society Foundation is a private, non-profit organization dedicated exclusively to funding the mission of the Kentucky Historical Society.  As Kentucky's home to history, KHS relies upon private donations to fund its statewide education, research, library, conservation, and exhibition programs.  These programs serve nearly 100,000 children and adults each year on its Frankfort campus, and thousands more through traveling and online programs across the Commonwealth.
    Service Categories
    Secondary Organization Category Arts,Culture & Humanities / History Museums
    Tertiary Organization Category Education / Libraries
    Geographic Areas Served
    Areas
    National
    Kentucky
    The Kentucky Historical Society has a constituency that includes anyone, anywhere, that is interested in the history and heritage of the commonwealth.
    Impact Questions
    GoalsHelpWhat is the organization aiming to accomplish? This is the organization's ultimate goal for intended impact.
    The Kentucky Historical Society works to empower Kentuckians by helping them become excited about history and to want to discover and understand their past, then put that awareness to work in making informed choices for the future. In turn, this serves to reinforce the importance and relevance of history in today’s world.
     
    Moreover, we provide an open, honest forum for the discussions that others might avoid. We do this to nurture engaged, caring leaders and to help Kentuckians recognize the commonwealth’s role in our nation’s development.
     
    The overarching goal of the Kentucky Historical Society, along with their partner the Kentucky Historical Society Foundation, is to address, answer, and implement the solutions to the following questions:

    1. How do we provide programs and activities that strengthen the connection of history to Kentuckians?

    2. Can we enhance KHS’s ability to develop skills and promote the use of those skills?

    3. How do we facilitate conversations about issues facing Kentucky between community leaders, local history organizations and the people they serve?

    4. How do we adapt to ongoing changes in audience use and needs?

     
    StrategiesHelpWhat are the organization's strategies for its stated long-term goals?

    ORGANIZATIONAL STRATEGIES

    · KHS will create a series of strategic messages that draw meaningful connections between people’s interest in the past and KHS programs and services that help reveal and model the relevancy of history.

    · Energize the KHS experience by being customer focused.

    · Maximize reach and impact with the appropriate use of digital technology.

    PROGRAMMATIC STRATEGIES

    · KHS will implement an engagement campaign that promotes strategic messages connecting people’s interests to KHS programs and services.

    · KHS will emphasize outreach, engagement, and partnerships that allow themes and dialogue to originate from key audiences.

    · KHS will build out a comprehensive advancement program that will strengthen financial support.

    · KHS will help drive a national history relevance campaign.

    OPERATIONAL STRATEGIES

    · KHS will assess, and continually reassess, all KHS programs and services to model and reinforce intended outcomes.

    · KHS will align the organizational structure to support our mission and core values.

    · KHS will prepare for the increased financial success that the Operational Strategies A and B approach will bring.

    · Continue real-time strategy formation to continually evaluate and guide KHS’s response to opportunities and challenges

    CapabilitiesHelpWhat are the organization’s capabilities for doing this? What resources, capacities, and connections support its progress towards long-term goals?

    The KHS’s assets include:

    • Our collections

    • Statewide mandate (KRS 171.311/KHS Foundation)

    • Staff connections/professional engagement

    • Collections are real.

    • KHS has the public’s trust; we know where to find the answers.

    • KHS is the Kentucky Historical Society, not just a historical society in Kentucky.

    • Truthfulness and transparency in our work and programs

    • Our location — state government hub

    • Name recognition, especially the Old State Capitol

    • Hybrid nature of KHS

    • KHS is the National History Day state coordinator.

    The KHS provides:

    • Informal history learning

    • Quality of professional output

    • Access to collections and knowledge

    • Open to partnerships and collaborations

    • Learning opportunities from the “curious” to the “scholar” and everyone in between

    We have the advantage of being the “home” of the:

    • Kentucky historical markers program

    • The Register of the Kentucky

    The KHS has a mandate to:

    · Make a concerted effort to “touch” as many Kentuckians throughout the Commonwealth with

    various programs and services as possible.

    • A major emphasis on serving out-of-state and international customers.

    Constituents KHS serves:

    • Students (target middle school)

    • Teachers

    • Researchers

    • Local history organizations

    • General public (walk-ins, many of whom are families with children)

    • State & local elected officials (inform public policy & advocacy)

    • KHS members/donors

    • KHS/KHSF board members

    • High school students

    • Young adults

    KHS develops programming that connects people to the relevance of history and that makes

    an impact in the areas of:

    • Field services

    • Youth programs

    • Educator programs

    • Adult programs

    • General programs

    • Scholarly programs

    • Speaker’s bureau

    • Research for general consumption performed by KHS staff

    KHS and the KHSF will work to increase earned income and private sector contributions significantly as well as to sustain state General Fund support and federal grants. Our goal is to achieve a more balanced combination of fund sources (50% state, 10% federal grants, 20% earned income and 20% private sector contributions).

     

    Board Chair
    Board Chair Mr. Bosworth M Todd
    Company Affiliation Louisville
    Term Jan 2015 to Dec 2015
    Board Members
    NameAffiliationStatus
    Mr. Bruce Cotton LexingtonVoting
    Mr. James T. Crain Jr.LouisvilleVoting
    Mr. Dennis T. Dorton PaintsvilleVoting
    Mr. Thomas P. Dupree Sr.LexingtonVoting
    Gen.(ret.) Jo M. Ferguson LouisvilleVoting
    Mrs. Marion Forcht CorbinVoting
    Mr. Rufus Friday LexingtonVoting
    Ms. Ann Rosenstein Giles LexingtonVoting
    Mr. John R. Hall LexingtonVoting
    Mr. Frank Hamilton LexingtonVoting
    Mr. Jamie Hargrove LouisvilleVoting
    Ms. Elizabeth Lloyd Jones MidwayVoting
    Dr. James C. Klotter Ph.D.LexingtonVoting
    Ms. Nancy "Nana" Lampton LouisvilleVoting
    Ms. Sheila Burton Mason FrankfortExofficio
    Ms. Maggy Patterson FrankfortVoting
    Mr. Robert Rich CincinnatiVoting
    Mr. Warren W. Rosenthal LexingtonVoting
    Mr. James Shepherd GeorgetownVoting
    Mr. Nicholas X Simon LouisvilleVoting
    Mr. J. David Smith LexingtonNonVoting
    Mr. Charles Stewart FrankfortVoting
    Mr. Bosworth M. Todd LouisvilleVoting
    Mr. Kent Whitworth FrankfortVoting
    Mr. Buck Woodford IVParisVoting
    Board Demographics - Ethnicity
    African American/Black 2
    Asian American/Pacific Islander 0
    Caucasian 23
    Hispanic/Latino 0
    Native American/American Indian 0
    Other 0 0
    Board Demographics - Gender
    Male 19
    Female 6
    Unspecified 0
    Governance
    Board Term Lengths 3
    Board Term Limits 3
    Board Meeting Attendance % 55%
    Written Board Selection Criteria? No
    Written Conflict of Interest Policy? Yes
    Percentage Making Monetary Contributions 99%
    Percentage Making In-Kind Contributions 7%
    Constituency Includes Client Representation Yes
    Number of Full Board Meetings Annually 4
    Standing Committees
    Finance
    Executive
    Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
    Marketing
    Board Development / Board Orientation
    CEO/Executive Director
    Executive Director Mr. Robert F. Micou
    Term Start Jan 2015
    Email Robert.micou@ky.gov
    Experience Bob Micou is a familiar face in Louisville philanthropic circles. He comes to the KHS Foundation from the Louisville Zoo, where as director of development he was in charge of a $10.4 million capital campaign that in just 18 months since its launch has raised more than $7.6 million. He also has led fundraising for the University of Louisville’s Brandeis School of Law, Louisville Ballet and St. Francis School in Goshen, Kentucky, among other places.
    Staff
    Full Time Staff 6
    Part Time Staff 0
    Volunteers 1
    Contractors 0
    Retention Rate 100%
    Management Reports to Board? Yes
    Staff Demographics - Ethnicity
    African American/Black 0
    Asian American/Pacific Islander 0
    Caucasian 6
    Hispanic/Latino 0
    Native American/American Indian 0
    Other 0 0
    Staff Demographics - Gender
    Male 3
    Female 3
    Unspecified 0
    Senior Staff
    Title Development Assistant for Fiscal Affairs
    Title Foundations and Grants Management
    Title Development Associate for Major Gifts
    Title Events & Membership Coordinator
    Title Membership 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 Semi-Annually
    Comments
    CEO Comments
    The Kentucky Historical Society Foundation adheres to all policies and procedures approved by the Foundation Board. Where no policies or procedures have been designated, the Foundation follows Kentucky State Regulations.
    Description
    Our goal is to raise unrestricted funds for the programs and initiatives of the KHS and the operating expenses of the KHS Foundation. These include:
    • Educational Programming: We are committed to providing the most comprehensive history educational experience to all visitors. Our programs are based on the belief that learning about the past can be engaging, meaningful, and fun.
    • Genealogy and scholarly research: Our scholarly fellowships and genealogy research programs encourage and promote research on all aspects of Kentucky history.
    • Exhibitions : Essential to the Society's mission is to present the collections of the KHS and make them available to our audiences. Presentation can be by traditional methods - through the HistoryMobile and other physical exhibitions - or through newer technologies, such as, the online publications of The Register and Kentucky Ancestors, virtual exhibitions, and social networking.
    Budget 215000
    Category
    Population Served , ,
    Description In fiscal year 2015-2016 the KHS Foundation will provide the Society with the resources to institute a premier internship program for 10-15 graduate and undergraduate students. The intent of the program is to provide expert training in a professional atmosphere by skilled and proficient staff that will enable the next generation of history professionals to enter the workforce with the expertise needed for the preserving and presenting of history and heritage.
    Budget 20000
    Category Education, General/Other Educational Programs
    Population Served General/Unspecified, K-12 (5-19 years), Families
    Description

    Too many of our youth believe history has nothing to offer them; we must convince them that they are part of the continuum that is Kentucky’s narrative.  The Kentucky Junior Historical Society is a program funded by the KHS Foundation's. The KJHS / KHD program is at the heart of a pipeline that takes young Kentuckians on a journey of discovery from pre-school years through university graduate study.  Given the limited classroom Kentucky history instruction required, KHS educational programs are more important than ever before.  Donations to the KHS Foundation ensures we introduce a new generation of learners to Kentucky’s past through programs like the Kentucky Junior Historical Society.

    The Kentucky Historical Society has witnessed firsthand the transforming power of Kentucky history upon the lives of students, educators, families, and communities throughout our state. Annual Fund programs like the Kentucky Junior Historical Society create engaged citizens who lead the state in learning and positive skills that last a lifetime.

    An investment of $300,000 will fully fund our KJHS / KHD programming for numerous years, providing access to the Kentucky Junior Historical Society and Kentucky History Day to 1500 students yearly.  

     

    Budget 300000
    Category Education, General/Other Elementary & Secondary Education
    Population Served At-Risk Populations, K-12 (5-19 years), Families
    Description

    Since the founding of the Kentucky Historical Society in 1836, the directive to collect important pieces of Kentucky history has been part of the Society’s mission. Prominent Kentuckians intent on preserving the history of the commonwealth met and formed the Society to guarantee that this work was accomplished. Today, the Kentucky Historical Society Foundation is being asked to reconstitute, renew, and continue that effort by providing the funding:

    • to purchase collections and artifacts of enduring value
    • to preserve them for future generations of Kentuckians
    • to present them in exciting, innovative, and educational ways

     

    Budget 500000
    Category Arts, Culture & Humanities, General/Other Curatorial Work & Exhibitions
    Population Served General/Unspecified, ,
    Description

    The Papers of the Kentucky Civil War Governors Digital Documentary Edition (CWG-K/DDE) will bring together the records of Kentucky's Civil War chief executives into a single digital database. This database will provide free and instantly accessible information to all researchers interested in the Civil War experience in Kentucky.

    Include in the edition will be the papers of the three Union governors

  • Beriah Magoffin (1859-62)
  • James F. Robinson (1862-63)
  • Thomas E. Bramlette (1863-67)

    and the two Confederate governors:

  • George W. Johnson (1861-62)
  • Richard Hawes (1862-65)

    CWG-K/DDE seeks support to initially produce a beta version of the digital documentary edition, including 4,000 to 5,000 transcribed and edited documents, with the beta-product of an electronically published edition by the end of the 2016-17 project year.

  • Budget 1750000
    Category Education, General/Other Educational Research
    Population Served Adults, K-12 (5-19 years), US& International
    Plans & Policies
    Organization has a Fundraising Plan? Yes
    Organization has a Strategic Plan? Yes
    Years Strategic Plan Considers 3
    Date Strategic Plan Adopted July 2010
    Management Succession Plan? Yes
    Organization Policy and Procedures Yes
    Nondiscrimination Policy Yes
    Whistleblower Policy Yes
    Document Destruction Policy Yes
    Fiscal Year
    Fiscal Year Start July 01, 2015
    Fiscal Year End June 30, 2016
    Projected Revenue $507,500.00
    Projected Expenses $507,500.00
    Endowment Value $4,455,742.00
    Spending Policy Percentage
    Percentage 4.4%
    Detailed Financials
    Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
    Fiscal Year201420132012
    Total Revenue$1,484,104$1,123,975$855,737
    Total Expenses$644,845$745,550$924,632
    Revenue Less Expenses$839,259$378,425($68,895)
    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 Year201420132012
    Foundation and
    Corporation Contributions
    ----$650,112
    Government Contributions$102,595$197,424$108,953
    Federal------
    State------
    Local------
    Unspecified$102,595$197,424$108,953
    Individual Contributions$697,834$400,051--
    ------
    $85,624$10,802$65,530
    Investment Income, Net of Losses$582,021$515,698$30,799
    Membership Dues------
    Special Events------
    Revenue In-Kind$71,729--$66,985
    Other$16,030--$343
    Expense Allocation
    Fiscal Year201420132012
    Program Expense$464,262$572,337$736,857
    Administration Expense$17,365$13,591$19,080
    Fundraising Expense$163,218$159,622$168,695
    Payments to Affiliates------
    Total Revenue/Total Expenses2.301.510.93
    Program Expense/Total Expenses72%77%80%
    Fundraising Expense/Contributed Revenue20%27%22%
    Assets and Liabilities
    Fiscal Year201420132012
    Total Assets$5,381,253$4,789,015$4,100,243
    Current Assets$893,309$753,382$408,789
    Long-Term Liabilities------
    Current Liabilities$92,646$339,667$29,320
    Total Net Assets$5,288,607$4,449,348$4,070,923
    Form 990s
    2014 Form 990
    2013 Form 990
    2012 Form 990
    2011 Form 990
    2010 Form 990
    2009 Form 990
    2008 Form 990
    Audit Documents
    2014 Audit
    2013 Audit
    2012 Audit
    Capital Campaign
    Currently in a Capital Campaign? Anticipated In 3 Years
    Campaign Purpose The Kentucky Historical Society Foundation funds programs and projects identified by the Kentucky Historical Society that enables the organization to preserve and present Kentucky's history and heritage, thus providing connections to the past, perspectives on the present, and inspiration for the future.
    Capital Campaign Anticipated in Next 5 Years? Yes
    State Registration Yes
    Address 100 W. Broadway
    Frankfort, KY 406011931
    Primary Phone 502 564-1792 4433
    CEO/Executive Director Mr. Robert F. Micou
    Board Chair Mr. Bosworth M Todd
    Board Chair Company Affiliation Louisville