OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC (EIN 27-4432014)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-05-22
- IRS object ID
- 202411439349101006
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-22T10:03:27-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464686980 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMIT CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 427 W MUHAMMAD ALI BLVD STE 800 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274432014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OWSLEY BROWN III PHILANTHROPIC | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OWSL | BusinessNameControlTxt |
| Phone | 5028057200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 427 W MUHAMMAD ALI BLVD 801 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OWSLEY BROWN III | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5028057200 | PhoneNum |
| Signature | 2024-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | OWSLEY | PersonFirstNm |
| Person Last | BROWN III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM EVERSOLE | PreparerPersonNm |
| PTIN | P00197408 | PTIN |
| Phone | 5028057213 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,232,308 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $771,314 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $771,314 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,682,987 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,814,891 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,682,987 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,454,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,454,301 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,251 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,126 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,916 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,619 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,297 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,119 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,994 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,744 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,417 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,180,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,180,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,275,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,744 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,225,417 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$821,185 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,436,557 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $113,722 | CashBOYAmt |
| Cash EOY | $175,447 | CashEOYAmt |
| Cash EOYFMV | $175,447 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,830 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $236,554 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $236,554 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,014,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,882,328 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,677,280 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $131,835 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $147,100 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $143,027 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,262,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,441,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,232,308 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,262,614 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,441,429 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,262,614 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,441,429 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,262,614 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,441,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,262,614 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$821,185 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,441,429 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,441,429 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,814,891 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,131,904 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,682,987 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,682,987 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,682,987 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,868 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,868 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,720 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $852 | OverpaymentAmt |
| Applied To ES Tax | $852 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ZELKOVA STRATEGIC PARTNERS LLC | IndividualWithBooksNm |
| Phone | 5028057200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 427 W MUHAMMAD ALI BLVD SUITE 801 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| OWSLEY BROWN III | |||||||||
| C/O ZELKOVA STRATEGIC PARTNERS LLC | 427 W MUHAMMAD ALI BLVD SUITE 80 | LOUISVILLE | KY | 40202 | DIRECTOR/PRESIDENT/SECRETA | 0.50 | $0 | $0 | $0 |
| BROOKE BROWN BARZUN | |||||||||
| C/O ZELKOVA STRATEGIC PARTNERS LLC | 427 W MUHAMMAD ALI BLVD SUITE 80 | LOUISVILLE | KY | 40202 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| AUGUSTA BROWN HOLLAND | |||||||||
| C/O ZELKOVA STRATEGIC PARTNERS LLC | 427 W MUHAMMAD ALI BLVD SUITE 80 | LOUISVILLE | KY | 40202 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRISTINA LEE BROWN | |||||||||
| C/O ZELKOVA STRATEGIC PARTNERS LLC | 427 W MUHAMMAD ALI BLVD SUITE 80 | LOUISVILLE | KY | 40202 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $56,647,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $850,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,498,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,498,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $862,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,635,836 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,831,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,831,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,868 | TotalTaxAmt |
| Distributable Before Adj | $2,797,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,797,924 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,797,924 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,225,417 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,225,417 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,797,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,136,767 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,225,417 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,136,767 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,709,274 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (113 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 18 REASONS | ||||||||||||
| 3674 18TH STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | RESTRICTED SUPPORT | $2,500 | |||||
| AIM HIGH FOR HIGH SCHOOL | ||||||||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| AMERICAN RED CROSS | ||||||||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PC | RESTRICTED SUPPORT | $1,000 | |||||
| BERRY CENTER INC | ||||||||||||
| 111 S MAIN STREET | NEW CASTLE | KY | 40050 | NONE | PC | RESTRICTED SUPPORT | $20,000 | |||||
| BUDDHAYANA FOUNDATION | ||||||||||||
| 204 SPRING STREET | MARION | MA | 02738 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| BUDDHIST FILM FOUNDATION INC | ||||||||||||
| PO BOX 22755 | OAKLAND | CA | 94609 | NONE | PC | RESTRICTED SUPPORT | $10,000 | |||||
| CANYON CINEMA FOUNDATION | ||||||||||||
| 1777 YOSEMITE AVENUE 210 | SAN FRANCISCO | CA | 94124 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||
| CASTRO THEATRE CONSERVANCY | ||||||||||||
| 100 ELLINWOOD DRIVE 219 | PLEASANT HILL | CA | 94523 | NONE | PC | GENERAL SUPPORT | $16,500 | |||||
| CASTRO THEATRE CONSERVANCY | ||||||||||||
| 100 ELLINWOOD DRIVE 219 | PLEASANT HILL | CA | 94523 | NONE | PC | GENERAL SUPPORT | $16,500 | |||||
| CENTER FOR INTERFAITH RELATIONS INC | ||||||||||||
| PO BOX 70488 | LOUISVILLE | KY | 40270 | NONE | PC | RESTRICTED SUPPORT | $6,677 | |||||
| COMMITTEE ON POETRY | ||||||||||||
| PO BOX 582 | NEW YORK | NY | 10009 | NONE | PC | RESTRICTED SUPPORT | $1,000 | |||||
| COMMUNITY CONNECTIONS GROUP INC | ||||||||||||
| 6606 FERNBUSH DRIVE | LOUISVILLE | KY | 40228 | NONE | PC | GENERAL SUPPORT | $9,000 | |||||
| COMPASS FAMILY SERVICES | ||||||||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $30,000 | |||||
| CONSERVATION COLLECTIVE | ||||||||||||
| NONE | PC | RESTRICTED SUPPORT | $7,847 | THE OLD PLOUGH | ST MARY BOURNE | ANDOVER | UK | SP11 6AY | ||||
| CONSERVATION COLLECTIVE | ||||||||||||
| NONE | PC | RESTRICTED SUPPORT | $16,500 | THE OLD PLOUGH | ST MARY BOURNE | ANDOVER | UK | SP11 6AY | ||||
| DAKINI LAND FOUNDATION | ||||||||||||
| 1235 COAST VILLAGE RD SUITE D | MONTECITO | CA | 93108 | NONE | PC | GENERAL SUPPORT | $2,000 | |||||
| DAKINI LAND FOUNDATION | ||||||||||||
| 1235 COAST VILLAGE RD SUITE D | MONTECITO | CA | 93108 | NONE | PC | RESTRICTED SUPPORT | $10,000 | |||||
| DHARMATA FOUNDATION | ||||||||||||
| 235 WASHINGTON AVENUE | RICHMOND | CA | 94801 | NONE | PC | RESTRICTED SUPPORT | $17,500 | |||||
| DIGITAL HARBOR FOUNDATION | ||||||||||||
| 1045 LIGHT STREET | BALTIMORE | MD | 21230 | NONE | PC | RESTRICTED SUPPORT | $15,000 | |||||
| DREPUNG GOMANG INSTITUTE | ||||||||||||
| 411 N HUBBARDS LANE | LOUISVILLE | KY | 40207 | NONE | PC | RESTRICTED SUPPORT | $10,500 | |||||
| DREPUNG GOMANG INSTITUTE | ||||||||||||
| 411 N HUBBARDS LANE | LOUISVILLE | KY | 40207 | NONE | PC | RESTRICTED SUPPORT | $4,950 | |||||
| EARTH SCHOOL EDUCATIONAL FOUNDATION | ||||||||||||
| 4516 N 2ND STREET | PHOENIX | AZ | 85013 | NONE | PC | RESTRICTED SUPPORT | $10,000 | |||||
| EDIBLE SCHOOLYARD PROJECT | ||||||||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | NONE | PC | RESTRICTED SUPPORT | $15,000 | |||||
| EPISCOPAL DIOCESE OF CALIFORNIA | ||||||||||||
| 1055 TAYLOR STREET | SAN FRANCISCO | CA | 94108 | NONE | PC | RESTRICTED SUPPORT | $7,500 | |||||
| FILM COLLABORATIVE | ||||||||||||
| 3405 CAZADOR STREET | LOS ANGELES | CA | 90065 | NONE | PC | RESTRICTED SUPPORT | $31,074 | |||||
| FILM COLLABORATIVE | ||||||||||||
| 3405 CAZADOR STREET | LOS ANGELES | CA | 90065 | NONE | PC | RESTRICTED SUPPORT | $30,687 | |||||
| FILM COLLABORATIVE | ||||||||||||
| 3405 CAZADOR STREET | LOS ANGELES | CA | 90065 | NONE | PC | RESTRICTED SUPPORT | $24,783 | |||||
| FILMMAKERS COLLABORATIVE SF | ||||||||||||
| 145 NINTH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | RESTRICTED SUPPORT | $5,000 | |||||
| FILMMAKERS COLLABORATIVE SF | ||||||||||||
| 145 NINTH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | RESTRICTED SUPPORT | $3,000 | |||||
| FONS VITAE OF KENTUCKY INC | ||||||||||||
| 49 MOCKINGBIRD VALLEY DRIVE | LOUISVILLE | KY | 40207 | NONE | PC | RESTRICTED SUPPORT | $7,500 | |||||
| FOUNDATION FOR A MINDFUL SOCIETY | ||||||||||||
| 228 PARK AVENUE SOUTH 91043 | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||
| FRACTURED ATLAS | ||||||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | RESTRICTED SUPPORT | $10,870 | |||||
| FRACTURED ATLAS | ||||||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | RESTRICTED SUPPORT | $10,000 | |||||
| FUND FOR THE ARTS INC | ||||||||||||
| 623 W MAIN STREET | LOUISVILLE | KY | 40202 | NONE | PC | RESTRICTED SUPPORT | $16,666 | |||||
| GLIDE FOUNDATION | ||||||||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| HOME OF THE INNOCENTS | ||||||||||||
| 1100 E MARKET STREET | LOUISVILLE | KY | 40206 | NONE | PC | RESTRICTED SUPPORT | $10,000 | |||||
| HUMAN NEEDS PROJECT | ||||||||||||
| 36 PROFESSIONAL CENTER PARKWAY | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL SUPPORT | $20,000 | |||||
| INTERNATIONAL SOCIETY FOR CONTEMPLATIVE RESEARCH | ||||||||||||
| 4301 50TH STREET SUITE 300 PMB 1032 | WASHINGTON | DC | 20016 | NONE | PC | RESTRICTED SUPPORT | $10,000 | |||||
| INWARD BOUND MINDFULNESS EDUCATION INC | ||||||||||||
| 878 WASHINGTON STREET UNIT 1119 | ATTLEBORO | MA | 02703 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| INWARD BOUND MINDFULNESS EDUCATION INC | ||||||||||||
| 878 WASHINGTON STREET UNIT 1119 | ATTLEBORO | MA | 02703 | NONE | PC | RESTRICTED SUPPORT | $35,000 | |||||
| JEFFERSON COUNTY PUBLIC EDUCATION FOUNDATION | ||||||||||||
| 3332 NEWBURG ROAD | LOUISVILLE | KY | 40218 | NONE | PC | RESTRICTED SUPPORT | $2,000 | |||||
| JEFFERSON COUNTY PUBLIC EDUCATION FOUNDATION | ||||||||||||
| 3332 NEWBURG ROAD | LOUISVILLE | KY | 40218 | NONE | PC | RESTRICTED SUPPORT | $900 | |||||
| KENTUCKY AUTHOR FORUM INC | ||||||||||||
| PO BOX 5365 | LOUISVILLE | KY | 40255 | NONE | PC | GENERAL SUPPORT | $16,667 | |||||
| KENTUCKY CIVIC ENGAGEMENT TABLE INC | ||||||||||||
| 2508 PORTLAND AVENUE SUITE 15 | LOUISVILLE | KY | 40212 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| KENTUCKY COALITION | ||||||||||||
| PO BOX 1450 | LONDON | KY | 40743 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| KENTUCKY COALITION | ||||||||||||
| PO BOX 1450 | LONDON | KY | 40743 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| KENTUCKY COLLEGE OF ART DESIGN | ||||||||||||
| 505 W ORMSBY AVENUE | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL SUPPORT | $500,000 | |||||
| KENTUCKY COLLEGE OF ART DESIGN | ||||||||||||
| 505 W ORMSBY AVENUE | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL SUPPORT | $50,000 | |||||
| LA CASA DE LAS MADRES | ||||||||||||
| 1269 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $1,500 | |||||
| LAHAINA JODO MISSION | ||||||||||||
| 12 ALA MOANA STREET | LAHAINA | HI | 96761 | NONE | PC | GENERAL SUPPORT | $1,500 | |||||
| LOTUS TREASURE | ||||||||||||
| 1790 30TH STREET SUITE 280 | BOULDER | CO | 80301 | NONE | PC | RESTRICTED SUPPORT | $11,000 | |||||
| LOTUS TREASURE | ||||||||||||
| 1790 30TH STREET SUITE 280 | BOULDER | CO | 80301 | NONE | PC | RESTRICTED SUPPORT | $5,000 | |||||
| LOUISVILLE FILM SOCIETY | ||||||||||||
| PO BOX 6088 | LOUISVILLE | KY | 40206 | NONE | PC | RESTRICTED SUPPORT | $16,130 | |||||
| LOUISVILLE FILM SOCIETY | ||||||||||||
| PO BOX 6088 | LOUISVILLE | KY | 40206 | NONE | PC | RESTRICTED SUPPORT | $10,811 | |||||
| LOUISVILLE FILM SOCIETY | ||||||||||||
| PO BOX 6088 | LOUISVILLE | KY | 40206 | NONE | PC | RESTRICTED SUPPORT | $26,875 | |||||
| LOUISVILLE STORY PROGRAM INC | ||||||||||||
| 851 S 4TH STREET | LOUISVILLE | KY | 40203 | NONE | PC | RESTRICTED SUPPORT | $40,000 | |||||
| LOUISVILLE URBAN LEAGUE | ||||||||||||
| 1535 WEST BROADWAY | LOUISVILLE | KY | 40203 | NONE | PC | RESTRICTED SUPPORT | $66,667 | |||||
| MAIDEN VOYAGE PRODUCTIONS INC | ||||||||||||
| 2314 HIGGINS CANYON ROAD | HALF MOON BAY | CA | 94019 | NONE | PC | RESTRICTED SUPPORT | $51,500 | |||||
| MAIDEN VOYAGE PRODUCTIONS INC | ||||||||||||
| 2314 HIGGINS CANYON ROAD | HALF MOON BAY | CA | 94019 | NONE | PC | RESTRICTED SUPPORT | $30,900 | |||||
| MAIDEN VOYAGE PRODUCTIONS INC | ||||||||||||
| 2314 HIGGINS CANYON ROAD | HALF MOON BAY | CA | 94019 | NONE | PC | RESTRICTED SUPPORT | $18,556 | |||||
| MANGALA SHRI BHUTI | ||||||||||||
| PO BOX 4088 | BOULDER | CO | 80306 | NONE | PC | RESTRICTED SUPPORT | $2,500 | |||||
| MANGALA SHRI BHUTI | ||||||||||||
| PO BOX 4088 | BOULDER | CO | 80306 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| MARION INSTITUTE INC | ||||||||||||
| 202 SPRING STREET | MARION | MA | 02738 | NONE | PC | RESTRICTED SUPPORT | $10,000 | |||||
| MIDDLE WAY INITIATIVE INC | ||||||||||||
| 2001 MAIN STREET SUITE 401 | WHEELING | WV | 26003 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| MIDDLE WAY INITIATIVE INC | ||||||||||||
| 2001 MAIN STREET SUITE 401 | WHEELING | WV | 26003 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| MIND AND LIFE INSTITUTE | ||||||||||||
| 977 SEMINOLE TRAIL PMB 363 | CHARLOTTESVILLE | VA | 22901 | NONE | PC | GENERAL SUPPORT | $50,000 | |||||
| MINDFUL SCHOOLS | ||||||||||||
| 1260 45TH STREET | EMERYVILLE | CA | 94608 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| MUSIC HEALS INTERNATIONAL | ||||||||||||
| PO BOX 2593 | MILL VALLEY | CA | 94942 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| NAROPA UNIVERSITY | ||||||||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | PC | RESTRICTED SUPPORT | $20,000 | |||||
| NAROPA UNIVERSITY | ||||||||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||||||
| PO BOX 91891 | WASHINGTON | DC | 20090 | NONE | PC | RESTRICTED SUPPORT | $2,500 | |||||
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||||||
| 9450 SW GEMINI DRIVE PMB 16009 | BEAVERTON | OR | 97008 | NONE | PC | GENERAL SUPPORT | $2,000 | |||||
| NEW CENTURY CHAMBER ORCHESTRA | ||||||||||||
| 22 BATTERY STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||
| OMEGA INSTITUTE FOR HOLISTIC STUDIES INC | ||||||||||||
| 150 LAKE DRIVE | RHINEBECK | NY | 12572 | NONE | PC | GENERAL SUPPORT | $20,000 | |||||
| OMEGA INSTITUTE FOR HOLISTIC STUDIES INC | ||||||||||||
| 150 LAKE DRIVE | RHINEBECK | NY | 12572 | NONE | PC | GENERAL SUPPORT | $35,000 | |||||
| PARKS ALLIANCE OF LOUISVILLE | ||||||||||||
| PO BOX 5755 | LOUISVILLE | KY | 40255 | NONE | PC | RESTRICTED SUPPORT | $333,333 | |||||
| PEMA CHODRON FOUNDATION | ||||||||||||
| 176 S DEARBORN CIRCLE | AURORA | CO | 80012 | NONE | PC | RESTRICTED SUPPORT | $30,000 | |||||
| PRESERVATION HALL FOUNDATION INC | ||||||||||||
| 726 SAINT PETER STREET | NEW ORLEANS | LA | 70116 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| PRROWESS INC | ||||||||||||
| 1459 18TH STREET 269 | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL SUPPORT | $2,000 | |||||
| PUNDARIKA FOUNDATION | ||||||||||||
| PO BOX 57 | CRESTONE | CO | 81131 | NONE | PC | RESTRICTED SUPPORT | $3,200 | |||||
| RAICES | ||||||||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| RECKONING INC | ||||||||||||
| PO BOX 5073 | LOUISVILLE | KY | 40255 | NONE | PC | RESTRICTED SUPPORT | $20,000 | |||||
| RIVER CITY DRUM CORP CULTURAL ARTS INSTITUTE INC | ||||||||||||
| 3308 CHAUNCEY AVENUE | LOUISVILLE | KY | 40211 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| SAHALOKA MONASTIC COMMUNITY | ||||||||||||
| PO BOX 1090 | CRESTONE | CO | 81131 | NONE | PC | GENERAL SUPPORT | $2,000 | |||||
| SAINT JOSEPH'S ARTS FOUNDATION | ||||||||||||
| 1401 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||
| SAN DOMENICO SCHOOL | ||||||||||||
| 1500 BUTTERFIELD ROAD | SAN ANSELMO | CA | 94960 | NONE | PC | RESTRICTED SUPPORT | $2,500 | |||||
| SAN FRANCISCO SILENT FILM FESTIVAL | ||||||||||||
| 1687 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | RESTRICTED SUPPORT | $10,000 | |||||
| SAN FRANCISCO SILENT FILM FESTIVAL | ||||||||||||
| 1687 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| SPALDING UNIVERSITY | ||||||||||||
| 845 S THIRD STREET | LOUISVILLE | KY | 40203 | NONE | PC | RESTRICTED SUPPORT | $8,010 | |||||
| SPECIAL OPERATIONS SERVICES | ||||||||||||
| PO BOX 1395 | LOS ALTOS | CA | 94023 | NONE | PC | GENERAL SUPPORT | $30,000 | |||||
| SPEED ART MUSEUM | ||||||||||||
| 2035 S THIRD STREET | LOUISVILLE | KY | 40208 | NONE | PC | RESTRICTED SUPPORT | $8,000 | |||||
| SPEED ART MUSEUM | ||||||||||||
| 2035 S THIRD STREET | LOUISVILLE | KY | 40208 | NONE | PC | RESTRICTED SUPPORT | $28,125 | |||||
| SPEED ART MUSEUM | ||||||||||||
| 2035 S THIRD STREET | LOUISVILLE | KY | 40208 | NONE | PC | RESTRICTED SUPPORT | $115,000 | |||||
| SUSTAINABLE FOOD ALLIANCE | ||||||||||||
| 7540 WINDSOR DRIVE SUITE 205 | ALLENTOWN | PA | 18195 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||
| TEN STRANDS | ||||||||||||
| PO BOX 150869 | SAN RAFAEL | CA | 94915 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| THACHER SCHOOL | ||||||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | PC | RESTRICTED SUPPORT | $100,000 | |||||
| THACHER SCHOOL | ||||||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | PC | GENERAL SUPPORT | $100,000 | |||||
| THACHER SCHOOL | ||||||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | PC | GENERAL SUPPORT | $1,025 | |||||
| TIP IT FORWARD | ||||||||||||
| 1347 S THIRD STREET SUITE 208 | LOUISVILLE | KY | 40208 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| TIP IT FORWARD | ||||||||||||
| 1347 S THIRD STREET SUITE 208 | LOUISVILLE | KY | 40208 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| TSOKNYI HUMANITARIAN FOUNDATION | ||||||||||||
| PO BOX 882258 | STEAMBOAT SPRINGS | CO | 80488 | NONE | PC | RESTRICTED SUPPORT | $100,000 | |||||
| UC BERKELEY ART MUSEUM AND PACIFIC FILM ARCHIVE (BAMPFA) | ||||||||||||
| 2120 OXFORD STREET 2250 | BERKELEY | CA | 94720 | NONE | PC | RESTRICTED SUPPORT | $11,290 | |||||
| UC BERKELEY ART MUSEUM AND PACIFIC FILM ARCHIVE (BAMPFA) | ||||||||||||
| 2120 OXFORD STREET 2250 | BERKELEY | CA | 94720 | NONE | PC | RESTRICTED SUPPORT | $1,600 | |||||
| UC DAVIS FOUNDATION | ||||||||||||
| 202 COUSTEAU PLACE SUITE 185 | DAVIS | CA | 95618 | NONE | PC | RESTRICTED SUPPORT | $40,000 | |||||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PC | RESTRICTED SUPPORT | $5,000 | |||||
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||||||
| PO BOX 17126 | DENVER | CO | 80217 | NONE | PC | RESTRICTED SUPPORT | $4,607 | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| 1150 S OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | NONE | PC | RESTRICTED SUPPORT | $100,000 | |||||
| UNIVERSITY OF VIRGINIA | ||||||||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | RESTRICTED SUPPORT | $5,000 | |||||
| UNIVERSITY OF VIRGINIA | ||||||||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | RESTRICTED SUPPORT | $165,000 | |||||
| UNIVERSITY OF VIRGINIA | ||||||||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | RESTRICTED SUPPORT | $138,750 | |||||
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | PC | RESTRICTED SUPPORT | $50,000 | |||||
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | PC | RESTRICTED SUPPORT | $20,000 | |||||
| UPAYA ZEN CENTER | ||||||||||||
| 1404 CERRO GORDO ROAD | SANTA FE | NM | 87501 | NONE | PC | RESTRICTED SUPPORT | $20,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,180,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $771,314 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,682,987 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,454,301 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,454,301 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION AND ACCOUNTING FEES | CategoryTxt |
| Amt | $10,251 | Amt |
| Net Investment Income | $5,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,126 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN-FORMAN CORP CL A (BFA) | $4,622 | $313,075 |
| BROWN-FORMAN CORP CL B (BFB) | $8,877,706 | $50,364,205 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISHARES CORE S&P 500 ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $147,100 | BookValueAmt |
| EOYFMV | $143,027 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $110 | $0 | $0 |
| FILING FEES | $15 | $0 | $0 |
| LICENSES - SOFTWARE | $2,943 | $0 | $2,943 |
| POSTAGE | $51 | $0 | $51 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $46,309 | $9,262 | $37,047 |
| INVESTMENT MANAGEMENT FEES | $3,357 | $3,357 | $0 |
| CHARITY EQUIVALENCY DETERMINATION FEES | $250 | $0 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURRENT YEAR ESTIMATED EXCISE TAX PAYMENTS | CategoryTxt |
| Amt | $32,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |