The Susan S Donaldson Foundation Inc
- Assets
- $37.5m
- Revenue
- $1.3m
- Investments
- $24.9m
- Employees
- 0
- Location
- Lexington, KY
- Founding
- 06/1989
- Data as of
- 12/2021
- EIN
- 61-1156309
Organization Overview
The Susan S Donaldson Foundation Inc is located in Lexington, KY. The organization was established in 1989. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Susan S Donaldson Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Susan S Donaldson Foundation Inc generated $1.3m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (5.3%) each year. All expenses for the organization totaled $1.4m during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (1.8%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
CARE AND MAINTENANCE (INCLUDING SHELTER, FOOD, GROOMING ANDVETERINARY CARE) FOR HORSES AND OTHER ANIMALS WHICH, BECAUSEOF ADVANCED AGE, INJURY OR OTHERWISE, HAVE BEEN ABANDONED,NEGLECTED OR ARE IN DANGER OF BEING PUT TO DEATH.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lianne Lazetera See Stmt 13 Treasurer/secretary/direct | 10 | $0 | |
Sanford J Schlesinger See Stmt 13 Vice President/director | 5 | $0 | |
Elizabeth S Hughes See Stmt 13 President/director | 12 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Rockefeller Capital Management | 12/30/21 | $64,441 |
Central Kentucky Veterinary Center Psc | 12/30/21 | $92,868 |
Northern Trust | 12/30/21 | $64,432 |
Green Chestnut And Hughes Pplc | 12/30/21 | $110,054 |
Schlesinger Lazetera & Auchincloss Llp | 12/30/21 | $78,732 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $78 |
| Dividends & Interest | $645,270 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $654,898 |
| Capital Gain Net Income | $789,226 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $3,430 |
| Total Revenue | $1,303,676 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $286,764 |
| Pension plans, employee benefits | $78,078 |
| Interest | $0 |
| Taxes | $10,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $649,497 |
| Total operating and administrative expenses | $1,362,002 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $1,362,002 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $184,044 |
| Savings and temporary cash investments | $623,523 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $17,893 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $18,836,605 |
| Net Land, buildings, and equipment | $11,800,000 |
| Other assets | $53,500 |
| Total assets | $37,541,198 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Fred F Silk Charitable Foundation Louisville, OH | $0 | $2,703,630 |
Jewish Foundation Of Cincinnati Cincinnati, OH | $344,322,004 | $65,111,190 |
Ed Uihlein Family Foundation Lake Forest, IL | $7,123,989 | $4,757,675 |
J R Hyde Iii Foundation Memphis, TN | $230,354,058 | $26,306,779 |
Charles F Kettering Foundation Dayton, OH | $413,895,327 | $17,762,033 |
Joseph L & Sarah S Marcum Foundation Chicago, IL | $0 | $6,419,437 |
Jay And Jeanie Schottenstein Foundation Columbus, OH | $12,858,446 | $29,259,001 |
Kraft Heinz Company Foundation Chicago, IL | $398,764 | $8,002,636 |
State Farm Companies Foundation Bloomington, IL | $9,666,483 | $1,134 |
Bayer Fund St Louis, MO | $65,640,119 | $9,167,249 |
The Lozick Family Foundation Pepper Pike, OH | $264,438,182 | $44,457,050 |
Marie C & Joseph C Wilson Foundation Chicago, IL | $0 | $53,412 |