MUIR HOUSE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MUIR HOUSE FOUNDATION (EIN 46-2986797)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202431349349101413
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T09:05:51-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273858252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEAN DORTON ALLEN FORD PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 W MAIN STREET STE 1400AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462986797EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MUIR HOUSE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMUIRBusinessNameControlTxt
Phone8592939252PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13750 PARIS PIKEAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40511ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH FOZZARDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8592939252PhoneNum
Signature2024-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSARAHPersonFirstNm
Person LastFOZZARDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER SHAHPreparerPersonNm
PTINP00448795PTIN
Phone8592552341PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,972,051FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$166,913DividendsRevAndExpnssAmt
Dividends Net Invst Incm$166,913DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$22,752NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$110,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$144,161TotalRevAndExpnssAmt
Total Net Invst Incm$166,913TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$704LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$352LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$352LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,750AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$568TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,777TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,102TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,107TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$102,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$102,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$107,027TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,102TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$104,357TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$37,134ExcessRevenueOverExpensesAmt
Net Investment Income$164,811NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$40,635CashBOYAmt
Cash EOY$43,663CashEOYAmt
Cash EOYFMV$43,663CashEOYFMVAmt
Other Investments BOY$5,621,914OtherInvestmentsBOYAmt
Other Investments EOY$5,656,020OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,928,388OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,662,549TotalAssetsBOYAmt
Total Assets EOY$5,699,683TotalAssetsEOYAmt
Total Assets EOYFMV$4,972,051TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,662,549RetainedEarningBOYAmt
Retained Earning EOY$5,699,683RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,662,549TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,699,683TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,662,549TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,699,683TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,662,549TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$37,134ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,699,683SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,699,683TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTIFF MULTI-ASSET FUNDPropertyDesc
Acquired2020-12-15AcquiredDt
Sold2023-11-03SoldDt
Gross Sales Price$110,000GrossSalesPriceAmt
Cost Or Other Basis$132,752CostOrOtherBasisAmt
Gain Or Loss-$22,752GainOrLossAmt
Gains Minus Excess Or Losses-$22,752GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$22,752CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,291InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,291SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,291TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,360EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,360TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,069OverpaymentAmt
Applied To ES Tax$3,069AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SARAH FOZZARDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8592939252PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13750 PARIS PIKEAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40511ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANTONY R BECK
3750 PARIS PIKELEXINGTONKY40511TRUSTEE/CO-PRESIDENT0.50$0$0$0
ANGELA L BECK
3750 PARIS PIKELEXINGTONKY40511TRUSTEE/CO-PRESIDENT0.50$0$0$0
SARAH FOZZARD
3750 PARIS PIKELEXINGTONKY40511TREASURER0.50$0$0$0
HILLARY MCCOWAN
3750 PARIS PIKELEXINGTONKY40511SECRETARY0.50$0$0$0
DENNIS HERMANSSON-EKMAN
3750 PARIS PIKELEXINGTONKY40511INVESTMENT MANAGER0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,632,843AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,928AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,676,771TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,676,771AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$70,152CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,606,619NetVlNoncharitableAssetsAmt
Minimum Investment Return$230,331MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$230,331MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,291TaxBasedOnInvestmentIncomeAmt
Total Tax$2,291TotalTaxAmt
Distributable Before Adj$228,040DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$228,040DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$228,040DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$104,357ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$104,357QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$228,040DistributableAsAdjustedAmt
Undistributed Income PY$103,283UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$104,357QualifyingDistributionsAmt
Applied To Year1$103,283AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,074AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$226,966UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANTONY R BECKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMPERSAND FKA BLUEGRASS RAPE CRISIS CENTER
PO BOX 1603LEXINGTONKY40588NONEPCERADICATE SEXUAL ASSAULT AND ABUSE BY PROMOTING INDIVIDUAL AND COMMUNITY EMPOWERMENT THROUGH EDUCATION, TRAINING, AND THERAPEUTIC HEALING.$4,250
APPALRED LEGAL AID
120 NORTH FRONT AVENUEPRESTONSBURGKY41653NONEPCPROVIDE LEGAL ASSISTANCE TO FAMILIES, SENIORS, DOMESTIC VIOLENCE VICTIMS, VETERANS, AND THE DISABLED.$2,000
BLACK GIRLS CODE
1736 FRANKLIN STREET 10TH FLOOROAKLANDCA94612NONEPCPROVIDE GIRLS WITH THE SKILLS TO GO BEYOND BEING CONSUMERS AND TRANSITION TO BEING THE LEADERS, CREATORS AND INNOVATORSOF TECHNOLOGY$2,250
BRILAND MODEM FUND
10153 RIVERSIDE DRIVE SUITE 244LOS ANGELESCA91602NONEPCDEVELOPMENT OF COMMUNITY COMPUTER RESOURCES THROUGHOUT HARBOUR ISLAND, ELEUTHERA, AND THE SOUTHERN OUT ISLANDS OF THE BAHAMAS, WHICH WILL ENABLE ALL RESIDENTS OF THE RURAL ISLAND COMMUNITIES TO GAIN MUCH NEEDED AND DESIRED TRAINING AND FLUENCY IN COMPUTER SKILLS AND ENABLE THEM TO GAIN GREATER ACCESS TO LOCAL CAREER OPPORTUNITIES.$5,000
CAF AMERICA
225 REINEKERS LANE SUITE 375ALEXANDRIAVA22314NONEPCENABLE CROSS-BORDER GIVING BY AMERICANS TO VALIDATED CHARITIES AND CHARITABLE PROJECTS ACROSS THE WORLD$9,000
CARNEGIE CENTER
251 W SECOND STREETLEXINGTONKY40507NONEPCPROVIDE LITERACY AND LEARNING PROGRAMS TO PEOPLE OF ALL AGES AND BACKGROUNDS$3,500
CENTRAL KENTUCKY RIDING FOR HOPE
P O BOX 13155LEXINGTONKY40583NONEPCIMPROVING THE QUALITY OF LIFE AND HEALTH OF INDIVIDUALS WITH SPECIAL PHYSICAL, COGNITIVE OR BEHAVIORAL NEEDS THROUGH THERAPEUTIC EQUINE ACTIVITIES.$2,250
CHILD FOUNDATION
2020 NE 102 AVENUEPORTLANDOR97220NONEPCTO HELP UNDERPRIVILEGED CHILDREN SUCCEED IN EDUCATION AND ACHIEVE SAFE, HEALTHY, AND FULFILLING LIVES$4,500
CHILDREN'S ADVOCACY CENTER
162 NORTH ASHLAND AVENUELEXINGTONKY40502NONEPCPROVIDE SUPPORT TO CHILDREN WHO HAVE SUFFERED FROM SEXUAL ABUSE.$4,000
CLIMATE EMERGENCY FUND
8383 WILSHIRE BOULEVARD SUITE 400BEVERLY HILLSCA90211NONEPCFUND ACTIVITIES IN RESPONSE TO RAPID CLIMATE CHANGES$4,750
COALITION FOR RAINFOREST NATIONS
52 VANDERBILT AVENUE SUITE 1401NEW YORKNY10017NONEPCDEVELOP MECHANISM TO SCALE UP THE ROLE OF DEVELOPING COUNTRIES IN THE GLOBAL FIGHT AGAINST CLIMATE CHANGE.$4,750
EVIDENCE ACTION
PO BOX 65480WASHINGTONDC20035NONEPCPROVIDE SUPPORT TO PEOPLE IN THE POOREST PLACES TO PROVIDE THEM WITH BETTER OPPORTUNITIES AND IMPROVED LIVES$2,000
FOODCHAIN
501 W 6TH STREETLEXINGTONKY40508NONEPCPROVIDE SUPPORT FOR EDUCATIONAL OUTREACH$3,750
GENTLE CAROUSEL MINIATURE THERAPY HORSES
2775 NW 49TH AVENUE SUITE 205OCALAFL34482NONEPCCARE FOR HORSES AND PROVIDE VISITS AND GIFTS TO CHILDREN AND ADULTS.$1,750
GREENHOUSE17
PO BOX 55190LEXINGTONKY40555NONEPCPROVIDES SAFE OPPORTUNITIES FOR SURVIVORS OF INTIMATE PARTNER ABUSE.$1,250
HIAS
1300 SPRING STREET SUITE 500SILVER SPRINGMD20910NONEPCPROVIDE SUPPORT FOR REFUGEES$2,750
HOPE CENTER INC
PO BOX 6LEXINGTONKY40588NONEPCTO CARE FOR HOMELESS AND AT-RISK PERSONS BY PROVIDING LIFE-SUSTAINING AND LIFE-REBUILDING SERVICES$7,500
INFORMATION TECHNOLOGY & INNOVATION FOUNDATION
700 K STREET NW SUITE 600WASHINGTONDC20001NONEPCHELP REDUCE AND ELIMINATE GREENHOUSE GAS EMISSIONS WITH SOLUTIONS THAT ARE AVAILABLE AND AFFORDABLE.$4,750
INTERNATIONAL BOOK PROJECT INC
1440 DELAWARE AVENUELEXINGTONKY40505NONEPCPROMOTE EDUCATION AND LITERACY WHILE BROADENING AMERICANS' UNDERSTANDING OF THEIR NEIGHBORS$1,200
JAIL GUITAR DOORS USA
842 NORTH FAIRFAX AVENUE 2 FLOORLOS ANGELESCA90046NONEPCPROVIDE MUSIC EDUCATION SERVICES TO YOUNG PEOPLE.$2,250
KENTUCKY EQUINE ADOPTION CENTER
PO BOX 910124LEXINGTONKY40591NONEPCPROVIDE SUPPORT FOR VETERINARY CARE, TRAINING, REHABILITATIONS AND HOMES FOR HORSES$4,500
LEGAL AID OF THE BLUEGRASS
300 EAST MAIN STREET STE 110LEXINGTONKY40507NONEPCHELP LOW-INCOME AND VULNERABLE PEOPLE IN KENTUCKY.$4,000
LEXINGTON PUBLIC LIBRARY FOUNDATION
140 EAST MAIN STREETLEXINGTONKY405071376NONEPCLEXINGTON PUBLIC LIBRARY FOUNDATION FUNDS INNOVATION WITHIN THE PUBLIC LIBRARY SYSTEM. THE LIBRARY'S VISION IS FOR A COMMUNITY ENGAGED IN A LIFETIME OF DISCOVERY, AND PRIVATE DONATIONS HELP LEXINGTONIANS LEARN AND PLAY IN DYNAMIC NEW WAYS.$2,500
MAZON A JEWISH RESPONSE TO HUNGER
15303 VENTURA BLVD STE 1100SHERMAN OAKSCA91403NONEPCPROVIDE SUPPORT TO END HUNGER AMONG PEOPLE OF ALL FAITHS AND BACKGROUNDS IN THE UNITED STATES AND ISRAEL$1,250
NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203NONEPCCONSERVING THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS.$8,050
RETIRED RACEHORSE PROJECT
2976 SOLOMONS ISLAND ROADEDGEWATERMD21037NONEPCPROMOTE AND INCREASE DEMAND FOR THOROUGHBRED EX-RACEHORSES AND ENSURE MORE FIND CAREERS THAT OFFER A LIFETIME OF QUALITY CARE$2,000
THE NEST - CENTER FOR WOMEN CHILDREN AND FAMILIES INC
530 NORTH LIMESTONE STREETLEXINGTONKY40508NONEPCPROVIDE SUPPORT FOR WOMEN & CHILDREN$4,250
WINE TO WATER
PO BOX 2567BOONENC28607NONEPCPROVIDE CLEAN WATER TO THOSE IN NEED$2,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$102,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$166,913ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$22,752ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$144,161ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$144,161TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,500Amt
Net Investment Income$1,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTIFF MULTI-ASSET FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$5,656,020BookValueAmt
EOYFMV$4,928,388EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$704LegalFeesAmt
Net Investment Income$352NetInvestmentIncomeAmt
Disbursements Charitable Prps$352DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$5RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM 990-PF EXCISE TAXCategoryTxt
Amt$568Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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