DORAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DORAN FOUNDATION INC (EIN 20-3474077)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-29
- IRS object ID
- 202441509349100714
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-29T14:52:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 ARMORY DRIVE SUITE 300 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37204 | 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 | 203474077 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORA | BusinessNameControlTxt |
| Phone | 2709175514 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 STATE ROUTE 94 | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD G DORAN JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2709175514 | PhoneNum |
| Signature | 2024-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAROLD | PersonFirstNm |
| Person Last | DORAN JR | 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 | JOHN V RAYBURN | PreparerPersonNm |
| PTIN | P00429464 | PTIN |
| Phone | 6156651811 | PhoneNum |
| Preparation | 2024-05-29 | PreparationDt |
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 | 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 | $4,105,700 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $58,483 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58,153 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $58,483 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $30,046 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,895 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,046 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$110,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,561,514 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $178,028 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,048 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $88,529 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $35,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,838 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,838 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $8,838 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $6,900 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,901 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,901 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,926 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,750 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $36,926 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $91,565 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,545 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,545 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $233,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $91,565 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,460 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $220,933 | CashBOYAmt |
| Cash EOY | $224,945 | CashEOYAmt |
| Cash EOYFMV | $224,945 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $206,099 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,446 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,446 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,161,954 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,377,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,606,040 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,288,881 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,259,949 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,269,269 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,877,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,868,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,105,700 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,877,867 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,868,065 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,877,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,868,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,877,867 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,868,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,877,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,082 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,883 | OtherIncreasesAmt |
| Subtotal | $3,869,668 | SubtotalAmt |
| Other Decreases | $1,603 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,868,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICALLY TRADED STOCK - UBS 2416 | $79,324 | $77,495 | $1,829 | $1,829 | |
| PUBLICALLY TRADED STOCK - UBS 2416 | $511,396 | $584,595 | -$73,199 | -$73,199 | |
| PUBLICALLY TRADED STOCK - UBS 2603 | $1,228,818 | $1,270,590 | -$41,772 | -$41,772 | |
| PUBLICALLY TRADED STOCK - UBS 2603 | $740,504 | $738,231 | $2,273 | $2,273 | |
| ENERGY TRANSFER | $973 | -$973 | -$973 | P | |
| ENERGY TRANSFER | $7 | -$7 | -$7 | P | |
| ENTERPRISE PRODUCT PARTNERS | $124 | -$124 | -$124 | P | |
| PLAINS ALL AMERICAN | $74 | $74 | $74 | P | |
| PLAINS ALL AMERICAN | $1,398 | $1,398 | $1,398 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$110,501 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$39,943 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $382 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $382 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,042 | 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 | $8,042 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,660 | OverpaymentAmt |
| Applied To ES Tax | $7,660 | 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 |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HAROLD G DORAN JR | IndividualWithBooksNm |
| Phone | 2709175514 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 STATE ROUTE 94 W | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 420714600 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| HAROLD G DORAN JR | ||||||||
| 1121 STATE ROUTE 94W | MURRAY | KY | 42071 | PRESIDENT/DIRECTOR | 30.00 | $0 | $0 | $0 |
| KELLY W DORAN | ||||||||
| 1121 STATE ROUTE 94W | MURRAY | KY | 42071 | OFFICE MANAGER | 20.00 | $35,000 | $0 | $0 |
| H FRANK DORAN | ||||||||
| 2010 ELMBROOK CT | MURRAY | KY | 42071 | TREASURER/DIRECTOR | 20.00 | $0 | $0 | $0 |
| SARAH D MURRAY | ||||||||
| 1121 STATE ROUTE 94W | MURRAY | KY | 42071 | SECRETARY/ DIRECTOR | 1.00 | $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 | $3,578,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,730,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,730,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,674,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $183,712 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $183,712 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $382 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $134 | IncomeTaxAmt |
| Total Tax | $516 | TotalTaxAmt |
| Distributable Before Adj | $183,196 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $183,196 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $183,196 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,545 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,545 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $183,196 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,579 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $19,675 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,975 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,229 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,545 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $41,651 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $41,651 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,578 | 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 | $6,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $6,578 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOCA GRANDE HEALTH CLINIC FOUNDATION | |||||||
| 280 PARK AVENUE | BOCA GRANDE | FL | 339212340 | NONE | 501(C)(3) | GENERAL PURPOSES | $1,200 |
| DIABETES RESEARCH INSTITUTE FOUNDATION | |||||||
| 200 S PARK ROAD | HOLLYWOOD | FL | 33021 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 503 MAPLE STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $6,000 |
| LINCOLN HERITAGE SCOUT COUNCIL | |||||||
| 12001 SYCAMORE STATION PL | LOUISVILLE | KY | 40299 | NONE | 501(C)(3) | MURRAY AREA FRIENDS OF SCOUTING | $2,000 |
| RENAISSANCE CHARITABLE FOUNDATION INC | |||||||
| 8910 PURDUE RD 555 | INDIANAPOLIS | IN | 46268 | NONE | 501(C)(3) | GENERAL PURPOSES | $75,000 |
| HUMANE SOCIETY OF CALLOWAY COUNTY | |||||||
| 607 POPLAR ST SUITE A1 | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $200 |
| MURRAY INDEPENDENT SCHOOL DISTRICT | |||||||
| 208 SOUTH 13TH STREET | MADISON | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $5,200 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | GENERAL PURPOSES | $250 |
| ANNA MAE OWEN HOSPICE HOUSE | |||||||
| 803 POPLAR STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | MEMORIAL | $250 |
| MURRAY-CALLOWAY COUNTY NEED LINE | |||||||
| 509 N 8TH ST | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSESNONCASH DONATION ON 9/14/23 OF FIREKING FIREPROOF FILING CABINET. NO BOOK VALUE. VALUED AT COMPARABLE SALES OF USED EQUIPMENT. | $1,195 |
| BETHLEHEM CEMETARY FUND | |||||||
| 226 EAST COMMERCE STREET | EDDYVILLE | KY | 42038 | NONE | 501(C)(3) | MEMORIAL | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,545 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211100 | BusinessCd |
| Unrelated Business Taxbl Incm | $330 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,153 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211100 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,151 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,895 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211100 | BusinessCd |
| Unrelated Business Taxbl Incm | $368 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$110,869 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,849 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$23,821 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$21,972 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY W DORAN CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 STATE ROUTE 94 WEST | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,900 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS 2416 | BondNm |
| EOY Book Value | $1,259,949 | EOYBookValueAmt |
| EOYFMV | $1,269,269 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS 2603 | StockNm |
| EOY Book Value | $2,377,725 | EOYBookValueAmt |
| EOYFMV | $2,606,040 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ND FLOW-THRU | $1,182 |
| TIMING DIFFERENCES | $421 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $15,750 | $15,750 | $15,750 | $0 |
| UTILITIES | $1,152 | $0 | $1,152 | $0 |
| PARTNERSHIP LOSS - UBI | $12,838 | $0 | $12,838 | $0 |
| PRIOR PARTNERSHIP PASSIVE LOSSES - UBI | $7,186 | $0 | $7,186 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| NET TAX-EXEMPT INTEREST | $695 |
| PTP TIMING | $37,686 |
| NONCASH CHARITABLE DONATION | $1,195 |
| IRS TAX REFUND | $121 |
| PRIOR YEAR PASSIVE ACTIVITY LOSSES | $7,186 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES - PAYROLL | $2,677 | $0 | $2,677 | $0 |
| TAXES - FOREIGN - UBI | $1,224 | $0 | $1,224 | $0 |
Comments