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The Foundation for Appalachian Kentucky

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    • PlaceholderGIVING GIFTS AND CREATING FUNDS TO SUPPORT LOCAL COMMUNITIES
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    • PlaceholderAPPALACHIAN IMPACT FUND ADVANCES OPPORTUNITY IN EASTERN KENTUCKY
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Financials

Financial Information

As a public charity, the Foundation for Appalachian Kentucky makes a point of operating in an open manner that welcomes scrutiny.

We take our obligation to donors, community groups, and the public very seriously. Accordingly, our federal tax return and audited financial statements are posted on our website, available through Guidestar, and are on file with the Kentucky State Attorney General.

2021 990
2020 990
2019 990
2018 990
2017 990
2016 990
2014 990
2020 Audit
2019 Audit
2018 Audit
2017 Audit
2016 Audit
2015 Audit
2014 Audit

Assets managed by the Foundation for Appalachian Kentucky may be either held in cash and cash equivalents or invested in the investment pool. The primary objective of the investments of the Foundation will be to provide for consistent long-term growth of principal and income without undue exposure to risk. The investment objective is to achieve a total return including appreciation which will satisfy the current financial needs of the various funds, protect and increase their long term inflation adjusted value, and minimize short run volatility.

Our investment pool is managed by an external investment manager, Community Trust and Investment Company (CTIC).  CTIC provides assistance implementing our investment plan with the Investment/Finance Committee that oversees our investment management process and overall investment strategy. Charitable funds may also elect to keep their own personal investment advisor to manage the assets of their fund, regardless of fund size.

Guidestar
Investment and Spending Policy
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  • Give
    • Placeholder
    • types of fundsTypes of Funds
    • ways to giveWays to Give
    • list of fundsList of Funds
    • foundation icons professional advisorProfessional Advisors
  • Affiliates
    • Placeholder
    • community affiliatesAffiliate Communities
    • leadership developmentLeadership Development
  • Our Work
    • Placeholder
    • regional impactRegional Impact
    • partnersOur Partners
    • student scholarshipsStudent Scholarships
    • foundation icons TA puzzleCapacity Building
  • Invest
    • Placeholder
    • AIFAppalachian Impact Fund
    • investorsAppalachian Impact Fund Investments
    • granteesAppalachian Impact Fund Grantees
  • About
    • Placeholder
    • approachOur Approach
    • team boardTeam & Board
    • foundation icons FAQFrequently Asked Questions
  • Give Now
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T. (606) 439-1357 | 420 Main Street, Hazard, KY 41701 | info@appalachianky.org

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