BETA

LIFT A LIFE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LIFT A LIFE FOUNDATION INC (EIN 61-1359337)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-12
IRS object ID
202433179349102958
Schema version
2023v5.1
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)
Return2024-11-12T15:11:53-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341965417PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CORNERSTONE FAMILY OFFICE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15900 LANDERBROOK DR STE 200AddressLine1Txt
CityMAYFIELD HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611359337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIFT A LIFE FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O CORNERSTONE FAMILY OFFICEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLIFTBusinessNameControlTxt
Phone5022903218PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15900 LANDERBROOK DR 200AddressLine1Txt
CityMAYFIELD HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonASHLEY N BUTLERPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone5022903218PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCORNERSTONE FAMILY OFFICE LLCPreparerPersonNm
PTINP00152568PTIN
Phone4404600460PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$86,741,769FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,282,394ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$835,537InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$835,537InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$550,248DividendsRevAndExpnssAmt
Dividends Net Invst Incm$550,248DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,447,578NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$13,447,578CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,115,757TotalRevAndExpnssAmt
Total Net Invst Incm$14,833,363TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$231,975CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$109,069LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$53,988AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$26,994AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$280,043OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$277,193OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$151,465TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,726OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$843,266TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$304,187TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,130,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,130,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,974,216TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$304,187TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,130,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,141,541ExcessRevenueOverExpensesAmt
Net Investment Income$14,529,176NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,324,285CashBOYAmt
Cash EOY$9,724,557CashEOYAmt
Cash EOYFMV$9,724,557CashEOYFMVAmt
Acct Rcvbl$2,644AcctRcvblAmt
Acct Rcvbl EOY$2,644AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,644AcctRcvblEOYFMVAmt
Corporate Stock BOY$54,215,917CorporateStockBOYAmt
Corporate Stock EOY$57,958,208CorporateStockEOYAmt
Corporate Stock EOYFMV$74,506,791CorporateStockEOYFMVAmt
Other Investments BOY$2,500,000OtherInvestmentsBOYAmt
Other Investments EOY$2,500,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,500,000OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$7,777LandBldgEquipCostOrOtherBssAmt
Land BOY$7,777LandBOYAmt
Land EOY$7,777LandEOYAmt
Land EOYFMV$7,777LandEOYFMVAmt
Total Assets BOY$59,047,979TotalAssetsBOYAmt
Total Assets EOY$70,193,186TotalAssetsEOYAmt
Total Assets EOYFMV$86,741,769TotalAssetsEOYFMVAmt
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$59,047,979RetainedEarningBOYAmt
Retained Earning EOY$70,193,186RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$59,047,979TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$70,193,186TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$59,047,979TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$70,193,186TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$59,047,979TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,141,541ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$77,189,520SubtotalAmt
Other Decreases$6,996,334OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$70,193,186TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERMP2023-12-31-$316,590-$316,590
LONG TERMP2023-12-31$13,763,726$13,763,726
CLASS ACTION PROCEEDSP2023-12-31$442$442
FieldValueIRS element (for citing)
Capital Gain Net Income$13,447,578CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$201,956InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$201,956SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$201,956TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$144,995EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$110,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$254,995TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$53,039OverpaymentAmt
Applied To ES Tax$53,039AppliedToESTaxAmt
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 AddressWWW.LIFTALIFEFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksASHLEY NOVAK BUTLERIndividualWithBooksNm
Phone5022903218PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14910 BROWNSBORO RD SUITE 220AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40222ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID C NOVAK
11658 TURTLE BEACH RDNORTH PALM BEACHFL33408DIRECTOR & PRESIDENT0.00$0$0$0
ASHLEY NOVAK BUTLER
40 RIVER HILL DRLOUISVILLEKY40207DIRECTOR40.00$0$0$0
JONATHAN A BUTLER
40 RIVER HILL DRLOUISVILLEKY40207DIRECTOR0.00$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$59,274,068AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,675,392AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,510,421FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$75,459,881TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$75,459,881AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,131,898CashDeemedCharitableAmt
Net Vl Noncharitable Assets$74,327,983NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,716,399MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,716,399MinimumInvestmentReturnAmt
Tax Based On Investment Income$201,956TaxBasedOnInvestmentIncomeAmt
Total Tax$201,956TotalTaxAmt
Distributable Before Adj$3,514,443DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,514,443DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,514,443DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,130,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,130,950QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,514,443DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,676,550ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,711,368ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,133,963ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,340,147ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,434,861ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,296,889TotalExcessDistributionCyovAmt
Qualifying Distributions$6,130,950QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,514,443AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,616,507RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$30,913,396TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,676,550ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,236,846ExcessDistriCyovToNextYrAmt
Excess From Year4$8,711,368ExcessFromYear4Amt
Excess From Year3$5,133,963ExcessFromYear3Amt
Excess From Year2$1,340,147ExcessFromYear2Amt
Excess From Year1$7,434,861ExcessFromYear1Amt
Excess From Current Year$2,616,507ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID C NOVAKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A CURE FOR ROBERT INC
508 TIFFANY LANELOUISVILLEKY40207PUBLICGENERAL$50,000
AMERICAN JUNIOR GOLF ASSN
1980 SPORTS CLUB DRIVEBRASELTONGA30517PUBLICSPORTS - GOLF/LEADERSHIP CAROLINA CUP$5,000
BIAK
7321 NEW LA GRANGE RDLOUISVILLEKY40222PUBLICGENERAL$5,000
COMMUNITY COORDINATED CHILD CARE
1215 S 3R STLOUISVILLEKY40203PUBLICEARLY CHILDHOOD EDUCATION$60,000
COMMUNITY FOUNDATION OF LOUISVILLE
325 W MAIN ST 1110LOUISVILLEKY40202PUBLICEARLY CHILDHOOD EDUCATION$114,250
CRITCALLY LOVED
PO BOX 43047LOUISVILLEKY40253PUBLICJUVENILE DIABETES$11,000
DARE TO CARE FOOD BANK
5803 FERN VALLEY ROADLOUISVILLEKY40228PUBLICHUNGER$390,000
DELTA FOUNDATION
3019 RADIANCE RDLOUISVILLEKY40220PUBLICGENERAL$25,000
DUKE HEALTH FUND
300 W MORGAN ST SUITE 1000DURHAMNC27701PUBLICEDUCATION/MEDICAL$50,000
FEED LOUISVILLE
1334 STORY AVELOUISVILLEKY40206PUBLICHUNGER$40,000
FOLDS OF HONOR FOUNDATION
5800 N PATRIOT DRIVEOWASSOOK74055PUBLICMILITARY FAMILIES$100,000
FUND FOR THE ARTS
623 W MAIN ST 200LOUISVILLEKY40202PUBLICJUVENILE DIABETES$50,000
GILDA'S CLUB LOUISVILLE
633 BAXTER AVELOUISVILLEKY40204PUBLICGENERAL$50,000
GIRL SCOUTS OF KENTUCKIANA INC
2115 LEXINGTON RDLOUISVILLEKY40206PUBLICLEADERSHIP$50,000
GLOBAL GAME CHANGERS
201 E MAIN STLOUISVILLEKY40202PUBLICLEADERSHIP$300,000
HOPE ACADEMY FOR KIDS
401 W POPLAR STELIZABETHTOWNKY42701PUBLICEARLY CHILDHOOD EDUCATION$32,700
HORATIO ALGER ASSOCIATION
99 CANAL CENTER PLAZAALEXANDRIAVA22314PUBLICGENERAL$100,000
JDRF
200 VESEY ST 28TH FLOORNEW YORKNY10281PUBLICJUVENILE DIABETES$25,000
KENTUCKY HARVEST
7705 NATIONAL TPKELOUISVILLEKY40214PUBLICHUNGER$30,000
KENTUCKY YOUTH ADVOCATES
10200 LINN STATION RD STE 310LOUISVILLEKY40223PUBLICEARLY CHILDHOOD EDUCATION$55,000
KEYSTONE LEARNING ACADEMY
1705 S 13TH STLOUISVILLEKY40210PUBLICEARLY CHILDHOOD EDUCATION$100,000
LEADERSHIP LOUISVILLE FOUNDATION INC
707 W MAIN STLOUISVILLEKY40202PUBLICLEADERSHIP$20,000
LOUISVILLE METRO POLICE FOUNDATION
982 EASTERN PKWY STE 5LOUISVILLEKY40217PUBLICFAMILIES - MILITARY$500,000
LOVE THY NEIGHBOR
6864 NW 25TH WAYFORT LAUDERDALEFL33309PUBLICRELIGIOUS$35,000
LYNDON RECREATION ASSOCIATION
PO BOX 22253LOUISVILLEKY40252PUBLICSPORT AND RECREATION$10,000
METRO UNITED WAY
PO BOX 4488LOUISVILLEKY40204PUBLICEARLY CHILDHOOD EDUCATION$407,500
NORTON CHILDREN'S HOSPITAL
231 E CHESTNUT STLOUISVILLEKY40202PUBLICJUVENILE DIABETES (JD)$3,000,000
PRITCHARD COMMITTEE
2285 EXECUTIVE DR SUITE 120LEXINGTONKY40505PUBLICEARLY CHILDHOOD EDUCATION$50,000
R 15-20 MINISTRIES INC
4407 THOMPSON FARMBEDFORDMA01730PUBLICRELIGIOUS - GENERAL$50,000
ST JOSEPH CHILDRENS HOME
2823 FRANKFORT AVELOUISVILLEKY40206PUBLICEARLY CHILDHOOD EDUCATION / GENERAL$50,000
ST PATRICKS DAY FOUNDATION
PO BOX 1058LARCHMONTNY10538PUBLICBENEFITING CITY HARVEST$25,000
THE JAMES B LEE SCHOLARSHIP FUND
PO BOX 1366SOUTHHAMPTONNY11969GENERAL$10,000
THE JAMES C FERRER EDUCATIONAL FUND
200 TUCKAHOE ROADSOUTHHAMPTONNY11968PUBLICGENERAL$5,000
THE OUTPOST FOUNDATION
4635 W ALEXIS RDTOLEDOOH43623PUBLICEDUCATION$10,000
VIRGINIA CHANCE SCHOOL
4200 LIME KILN LNLOUISVILLEKY40222PUBLICEARLY CHILDHOOD EDUCATION / GENERAL$15,500
WATERSTEP
625 MYRTLE STLOUISVILLEKY40208PUBLICGENERAL$50,000
WEST END PREPARATORY SCHOOL
3628 VIRGINIA AVELOUISVILLEKY40211PUBLICEDUCATION$50,000
WEST PALM GOLF COMMUNITY TRUST
525 OKEECHOBEE BLVD STE 1100WEST PALM BEACHFL33401PUBLICGENERAL - SPORTS$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,130,950TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$835,537ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$550,248ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,447,578ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,833,363ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,833,363TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
DAVID C AND WENDY L NOVAK
111658 TURTLE BEACH RDNORTH PALM BEACHFL33408$6,018,498Yes (X)
DAVID C AND WENDY L NOVAK
211658 TURTLE BEACH RDNORTH PALM BEACHFL33408$4,263,896Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
147,800 SHARES YUM BRANDS, INC (YUM)$6,018,4982023-12-04
29,100 SHARES OF NVIDIA$4,263,8962023-12-12

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$53,988Amt
Net Investment Income$26,994NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES & FIXED INCOMEStockNm
EOY Book Value$57,958,208EOYBookValueAmt
EOYFMV$74,506,791EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPCIH SERIES 7CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,500,000BookValueAmt
EOYFMV$2,500,000EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$109,069LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK TAX DIFFERENCEDesc
Amt$6,996,334Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$300$0$0
INSURANCE$17,654$0$0
MARKETING$1,259$0$0
MEDICAL REIMBURSEMENT$1,123$0$0
MEMBERSHIP$3,900$0$0
OFFICE EXPENSE$2,709$0$0
PAYROLL EXPENSES$2,566$0$0
WEBSITE MAINTENANCE$661$0$0
DUES$125$0$0
INFLATION ADJUST TO BASIS-$24,532$0$0
SOFTWARE$10,961$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES TO ADVISOR$277,193$277,193$0
OTHER PROFESSIONAL FEES$2,850$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES PAID$135,000$0$0
ANNUAL FILING FEE$15$0$0
PAYROLL TAXES$13,329$0$0
OTHER TAX$3,121$0$0

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