STOCK YARDS BANK FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STOCK YARDS BANK FOUNDATION INC (EIN 61-1380342)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202441359349101569
- 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
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:01:25-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 611380342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCK YARDS BANK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOC | BusinessNameControlTxt |
| Phone | 5026252282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 34290 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402324290 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA WALTERS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5026252282 | PhoneNum |
| Signature | 2024-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA S GIKAS | PreparerPersonNm |
| PTIN | P01451693 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2024-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $1,824,576 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $42,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,284 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $438,233 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,361 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $65,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,645 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $465 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $246,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $246,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,935 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$181,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,180 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,108 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,108 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,706,462 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,495,248 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,753,468 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,747,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,566,356 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,824,576 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,747,928 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,566,356 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,747,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,566,356 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,747,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,566,356 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,747,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$181,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,784 | OtherIncreasesAmt |
| Subtotal | $1,569,202 | SubtotalAmt |
| Other Decreases | $2,846 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,566,356 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5429.417 BAIRD CORE PLUS BOND FUND | 2022-06-27 | 2023-05-02 | $55,000 | $55,217 | -$217 | -$217 | |
| 5681.818 FEDERATED HERMES TOTAL RETURN BOND FUND | 2022-06-27 | 2023-05-02 | $55,000 | $55,852 | -$852 | -$852 | |
| 685.244 J P MORGAN EQUITY INCOME FUND CL I | 2022-03-24 | 2023-05-02 | $15,000 | $16,391 | -$1,391 | -$1,391 | |
| 172.566 MFS RESEARCH INTERNATIONAL FUND CL I | 2022-03-07 | 2023-05-02 | $3,900 | $3,645 | $255 | $255 | |
| 188.82 MFS GROWTH FUND | 2022-03-24 | 2023-05-02 | $28,000 | $31,476 | -$3,476 | -$3,476 | |
| 957.854 PIMCO INCOME FUND | 2022-06-27 | 2023-05-02 | $10,000 | $10,192 | -$192 | -$192 | |
| 252.101 T ROWE PRICE OVERSEAS STOCK FUND I | 2022-03-07 | 2023-05-02 | $3,000 | $2,882 | $118 | $118 | |
| 69.361 CARILLON SCOUT MID CAP FUND | 2022-03-07 | 2023-07-12 | $1,468 | $1,577 | -$109 | -$109 | |
| 332.209 COHEN & STEERS REAL ESTATE SECURITIES FU | 2022-03-24 | 2023-07-12 | $5,372 | $6,482 | -$1,110 | -$1,110 | |
| 10.272 J P MORGAN MID CAP EQUITY FUND | 2022-03-07 | 2023-07-12 | $571 | $560 | $11 | $11 | |
| 1111.604 J P MORGAN EQUITY INCOME FUND CL I | 2022-03-24 | 2023-07-12 | $24,878 | $26,590 | -$1,712 | -$1,712 | |
| 529.123 MFS GROWTH FUND | 2022-03-07 | 2023-07-12 | $87,147 | $81,580 | $5,567 | $5,567 | |
| 188.437 T ROWE PRICE OVERSEAS STOCK FUND I | 2022-03-07 | 2023-07-12 | $2,320 | $2,154 | $166 | $166 | |
| 227.525 MFS NEW DISCOVERY VALUE FUND | 2023-07-12 | 2023-09-07 | $3,859 | $4,068 | -$209 | -$209 | |
| 882.379 MFS NEW DISCOVERY VALUE FUND | 2022-03-07 | 2023-09-07 | $14,965 | $13,839 | $1,126 | $1,126 | |
| 21.061 MFS GROWTH FUND | 2022-03-07 | 2023-09-07 | $3,519 | $3,247 | $272 | $272 | |
| 211.038 T ROWE PRICE OVERSEAS STOCK FUND I | 2022-03-07 | 2023-09-07 | $2,516 | $2,412 | $104 | $104 | |
| 241.128 GQG PARTNERS EMERGING MARKETS EQUITY FUN | 2023-07-12 | 2023-12-07 | $3,812 | $3,492 | $320 | $320 | |
| 188.008 BAILLIE GIFFORD EMERGING MARKETS EQUITIE | 2023-07-12 | 2023-12-07 | $3,463 | $3,642 | -$179 | -$179 | |
| 1463.716 BAIRD ULTRA SHORT BOND FUND I | 2022-05-20 | 2023-12-07 | $14,769 | $14,623 | $146 | $146 | |
| 246.714 CARILLON SCOUT MID CAP FUND | 2022-03-07 | 2023-12-07 | $5,092 | $5,608 | -$516 | -$516 | |
| 145.824 COHEN & STEERS REAL ESTATE SECURITIES FU | 2022-06-27 | 2023-12-07 | $2,297 | $2,391 | -$94 | -$94 | |
| 159.208 JOHN HANCOCK SMALL CAP CORE FUND I | 2023-09-07 | 2023-12-07 | $2,313 | $2,320 | -$7 | -$7 | |
| 93.25 J P MORGAN MID CAP EQUITY FUND | 2022-03-07 | 2023-12-07 | $5,159 | $5,087 | $72 | $72 | |
| 1017.036 J P MORGAN EQUITY INCOME FUND CL I | 2022-03-24 | 2023-12-07 | $22,619 | $23,350 | -$731 | -$731 | |
| 195.865 MFS NEW DISCOVERY VALUE FUND | 2020-03-05 | 2023-12-07 | $3,408 | $2,759 | $649 | $649 | |
| 324.98 MFS RESEARCH INTERNATIONAL FUND CL I | 2022-03-07 | 2023-12-07 | $7,267 | $6,856 | $411 | $411 | |
| 129.643 MFS GROWTH FUND | 2022-06-27 | 2023-12-07 | $22,540 | $19,948 | $2,592 | $2,592 | |
| 631.523 T ROWE PRICE OVERSEAS STOCK FUND I | 2022-03-07 | 2023-12-07 | $7,660 | $6,632 | $1,028 | $1,028 | |
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,319 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,361 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $906 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $906 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $906 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $516 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $516 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $390 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCK YARDS BANK & TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5026252282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 34290 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402324290 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID P HEINTZMAN | ||||||
| 1040 EAST MAIN ST | LOUISVILLE | KY | 40206 | PRESIDENT | 1 | $0 |
| NANCY B DAVIS | ||||||
| 1040 EAST MAIN ST | LOUISVILLE | KY | 40206 | SECR/TREAS | 1 | $0 |
| KATHY C THOMPSON | ||||||
| 1040 EAST MAIN ST | LOUISVILLE | KY | 40206 | DIRECTOR | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,806,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,849,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,849,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,821,300 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,065 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,065 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $906 | TotalTaxAmt |
| Distributable Before Adj | $90,159 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,159 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,159 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,935 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $246,935 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,159 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,517 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $246,935 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,159 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $156,776 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $163,293 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $163,293 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $6,517 | ExcessFromYear1Amt |
| Excess From Current Year | $156,776 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WEST END SCHOOL | |||||||
| 3628 VIRGINIA AVE | LOUISVILLE | KY | 40211 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| PARKS ALLIANCE OF LOUISVILLE INC | |||||||
| P O BOX 5755 | LOUISVILLE | KY | 40255 | NONE | PC | GENERAL SUPPORT | $42,852 |
| WATERFRONT BOTANICAL GARDENS | |||||||
| P O BOX 5056 | LOUISVILLE | KY | 40255 | NONE | PC | GENERAL SUPPORT | $83,333 |
| EVOLVE502 INC | |||||||
| 334 E BROADWAY | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $246,185 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,529 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,361 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,890 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $41 |
| 2023 TRANSACTIONS POSTED IN 2024 | $2,792 |
| MUTUAL FUND EARNINGS | $13 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 TRANSACTIONS POSTED IN 2023 | $1,128 |
| DIVIDENDS REVERSED IN 2023 | $1,656 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $402 | $402 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $63 | $63 | $0 |
Comments