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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T09:05:51-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W MAIN STREET STE 1400 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462986797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MUIR HOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUIR | BusinessNameControlTxt |
| Phone | 8592939252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3750 PARIS PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH FOZZARD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8592939252 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | FOZZARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | JENNIFER SHAH | PreparerPersonNm |
| PTIN | P00448795 | PTIN |
| Phone | 8592552341 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,972,051 | 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 | $166,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $166,913 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $144,161 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,913 | 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 |
| Legal Fees Rev And Expnss | $704 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $352 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $352 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,777 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,107 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,635 | CashBOYAmt |
| Cash EOY | $43,663 | CashEOYAmt |
| Cash EOYFMV | $43,663 | CashEOYFMVAmt |
| Other Investments BOY | $5,621,914 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,656,020 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,928,388 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,662,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,699,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,972,051 | 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 | $5,662,549 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,699,683 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,662,549 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,699,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,662,549 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,699,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,662,549 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,699,683 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,699,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TIFF MULTI-ASSET FUND | PropertyDesc |
| Acquired | 2020-12-15 | AcquiredDt |
| Sold | 2023-11-03 | SoldDt |
| Gross Sales Price | $110,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $132,752 | CostOrOtherBasisAmt |
| Gain Or Loss | -$22,752 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$22,752 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,752 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,291 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,291 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,291 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,360 | 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 | $5,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,069 | OverpaymentAmt |
| Applied To ES Tax | $3,069 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARAH FOZZARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8592939252 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3750 PARIS PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANTONY R BECK | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | TRUSTEE/CO-PRESIDENT | 0.50 | $0 | $0 | $0 |
| ANGELA L BECK | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | TRUSTEE/CO-PRESIDENT | 0.50 | $0 | $0 | $0 |
| SARAH FOZZARD | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | TREASURER | 0.50 | $0 | $0 | $0 |
| HILLARY MCCOWAN | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | SECRETARY | 0.50 | $0 | $0 | $0 |
| DENNIS HERMANSSON-EKMAN | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | INVESTMENT MANAGER | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $4,632,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,676,771 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,676,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,606,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $230,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $230,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,291 | TotalTaxAmt |
| Distributable Before Adj | $228,040 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $228,040 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $228,040 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,357 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,357 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $103,283 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,357 | QualifyingDistributionsAmt |
| Applied To Year1 | $103,283 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,074 | 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 | $226,966 | 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) |
|---|---|---|
| Contributing Manager | ANTONY R BECK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMPERSAND FKA BLUEGRASS RAPE CRISIS CENTER | |||||||
| PO BOX 1603 | LEXINGTON | KY | 40588 | NONE | PC | ERADICATE SEXUAL ASSAULT AND ABUSE BY PROMOTING INDIVIDUAL AND COMMUNITY EMPOWERMENT THROUGH EDUCATION, TRAINING, AND THERAPEUTIC HEALING. | $4,250 |
| APPALRED LEGAL AID | |||||||
| 120 NORTH FRONT AVENUE | PRESTONSBURG | KY | 41653 | NONE | PC | PROVIDE LEGAL ASSISTANCE TO FAMILIES, SENIORS, DOMESTIC VIOLENCE VICTIMS, VETERANS, AND THE DISABLED. | $2,000 |
| BLACK GIRLS CODE | |||||||
| 1736 FRANKLIN STREET 10TH FLOOR | OAKLAND | CA | 94612 | NONE | PC | PROVIDE 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 244 | LOS ANGELES | CA | 91602 | NONE | PC | DEVELOPMENT 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 375 | ALEXANDRIA | VA | 22314 | NONE | PC | ENABLE CROSS-BORDER GIVING BY AMERICANS TO VALIDATED CHARITIES AND CHARITABLE PROJECTS ACROSS THE WORLD | $9,000 |
| CARNEGIE CENTER | |||||||
| 251 W SECOND STREET | LEXINGTON | KY | 40507 | NONE | PC | PROVIDE LITERACY AND LEARNING PROGRAMS TO PEOPLE OF ALL AGES AND BACKGROUNDS | $3,500 |
| CENTRAL KENTUCKY RIDING FOR HOPE | |||||||
| P O BOX 13155 | LEXINGTON | KY | 40583 | NONE | PC | IMPROVING 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 AVENUE | PORTLAND | OR | 97220 | NONE | PC | TO HELP UNDERPRIVILEGED CHILDREN SUCCEED IN EDUCATION AND ACHIEVE SAFE, HEALTHY, AND FULFILLING LIVES | $4,500 |
| CHILDREN'S ADVOCACY CENTER | |||||||
| 162 NORTH ASHLAND AVENUE | LEXINGTON | KY | 40502 | NONE | PC | PROVIDE SUPPORT TO CHILDREN WHO HAVE SUFFERED FROM SEXUAL ABUSE. | $4,000 |
| CLIMATE EMERGENCY FUND | |||||||
| 8383 WILSHIRE BOULEVARD SUITE 400 | BEVERLY HILLS | CA | 90211 | NONE | PC | FUND ACTIVITIES IN RESPONSE TO RAPID CLIMATE CHANGES | $4,750 |
| COALITION FOR RAINFOREST NATIONS | |||||||
| 52 VANDERBILT AVENUE SUITE 1401 | NEW YORK | NY | 10017 | NONE | PC | DEVELOP MECHANISM TO SCALE UP THE ROLE OF DEVELOPING COUNTRIES IN THE GLOBAL FIGHT AGAINST CLIMATE CHANGE. | $4,750 |
| EVIDENCE ACTION | |||||||
| PO BOX 65480 | WASHINGTON | DC | 20035 | NONE | PC | PROVIDE SUPPORT TO PEOPLE IN THE POOREST PLACES TO PROVIDE THEM WITH BETTER OPPORTUNITIES AND IMPROVED LIVES | $2,000 |
| FOODCHAIN | |||||||
| 501 W 6TH STREET | LEXINGTON | KY | 40508 | NONE | PC | PROVIDE SUPPORT FOR EDUCATIONAL OUTREACH | $3,750 |
| GENTLE CAROUSEL MINIATURE THERAPY HORSES | |||||||
| 2775 NW 49TH AVENUE SUITE 205 | OCALA | FL | 34482 | NONE | PC | CARE FOR HORSES AND PROVIDE VISITS AND GIFTS TO CHILDREN AND ADULTS. | $1,750 |
| GREENHOUSE17 | |||||||
| PO BOX 55190 | LEXINGTON | KY | 40555 | NONE | PC | PROVIDES SAFE OPPORTUNITIES FOR SURVIVORS OF INTIMATE PARTNER ABUSE. | $1,250 |
| HIAS | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | PC | PROVIDE SUPPORT FOR REFUGEES | $2,750 |
| HOPE CENTER INC | |||||||
| PO BOX 6 | LEXINGTON | KY | 40588 | NONE | PC | TO 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 600 | WASHINGTON | DC | 20001 | NONE | PC | HELP REDUCE AND ELIMINATE GREENHOUSE GAS EMISSIONS WITH SOLUTIONS THAT ARE AVAILABLE AND AFFORDABLE. | $4,750 |
| INTERNATIONAL BOOK PROJECT INC | |||||||
| 1440 DELAWARE AVENUE | LEXINGTON | KY | 40505 | NONE | PC | PROMOTE EDUCATION AND LITERACY WHILE BROADENING AMERICANS' UNDERSTANDING OF THEIR NEIGHBORS | $1,200 |
| JAIL GUITAR DOORS USA | |||||||
| 842 NORTH FAIRFAX AVENUE 2 FLOOR | LOS ANGELES | CA | 90046 | NONE | PC | PROVIDE MUSIC EDUCATION SERVICES TO YOUNG PEOPLE. | $2,250 |
| KENTUCKY EQUINE ADOPTION CENTER | |||||||
| PO BOX 910124 | LEXINGTON | KY | 40591 | NONE | PC | PROVIDE SUPPORT FOR VETERINARY CARE, TRAINING, REHABILITATIONS AND HOMES FOR HORSES | $4,500 |
| LEGAL AID OF THE BLUEGRASS | |||||||
| 300 EAST MAIN STREET STE 110 | LEXINGTON | KY | 40507 | NONE | PC | HELP LOW-INCOME AND VULNERABLE PEOPLE IN KENTUCKY. | $4,000 |
| LEXINGTON PUBLIC LIBRARY FOUNDATION | |||||||
| 140 EAST MAIN STREET | LEXINGTON | KY | 405071376 | NONE | PC | LEXINGTON 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 1100 | SHERMAN OAKS | CA | 91403 | NONE | PC | PROVIDE 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 100 | ARLINGTON | VA | 22203 | NONE | PC | CONSERVING THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS. | $8,050 |
| RETIRED RACEHORSE PROJECT | |||||||
| 2976 SOLOMONS ISLAND ROAD | EDGEWATER | MD | 21037 | NONE | PC | PROMOTE 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 STREET | LEXINGTON | KY | 40508 | NONE | PC | PROVIDE SUPPORT FOR WOMEN & CHILDREN | $4,250 |
| WINE TO WATER | |||||||
| PO BOX 2567 | BOONE | NC | 28607 | NONE | PC | PROVIDE CLEAN WATER TO THOSE IN NEED | $2,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,250 | 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 | $166,913 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,752 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $144,161 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,161 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TIFF MULTI-ASSET FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,656,020 | BookValueAmt |
| EOYFMV | $4,928,388 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $704 | LegalFeesAmt |
| Net Investment Income | $352 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $352 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990-PF EXCISE TAX | CategoryTxt |
| Amt | $568 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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