YOUNG FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG FAMILY FOUNDATION INC (EIN 46-5629306)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-02
- IRS object ID
- 202311229349101971
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-02T13:39:03-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273316003 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIT MONEY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1448 Gardiner Ln | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402131982 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465629306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Young Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 5022250764 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Valaterra | AddressLine1Txt |
| City | La Grange | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laura Warren | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 5022250764 | PhoneNum |
| Signature | 2023-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Laura | PersonFirstNm |
| Person Last | Warren | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michelle M Musacchio | PreparerPersonNm |
| PTIN | P00537455 | PTIN |
| Phone | 5024542755 | PhoneNum |
| Preparation | 2023-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $6,594,865 | 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 | $317,237 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $176,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,903 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,788 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $16,788 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,412 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,664 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $8,412 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $519,344 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $221,359 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,412 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $123,810 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,381 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $111,429 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,231 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $123 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $61 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,047 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,816 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,408 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,408 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,915 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,915 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,488 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,488 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $47 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $47 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,194 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $325 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $58,838 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $62,704 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $128 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $554 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,022 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $281,287 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,637 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $619 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $180,193 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $281,387 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,637 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $619 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,293 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $237,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,722 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,793 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,968 | CashBOYAmt |
| Cash EOY | $28,179 | CashEOYAmt |
| Cash EOYFMV | $28,179 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $6,636 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,723 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,723 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,638,629 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $370,655 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,321,296 | LandBOYAmt |
| Land EOY | $2,267,974 | LandEOYAmt |
| Land EOYFMV | $2,267,974 | LandEOYFMVAmt |
| Other Assets BOY | $3,913,826 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,219,263 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,292,989 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,285,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,521,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,594,865 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,566 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $584 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,622 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,060 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,188 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,644 | 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 | $6,281,538 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,519,495 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,281,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,519,495 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,285,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,521,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,281,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $237,957 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,519,495 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,519,495 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAIN | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $16,788 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $16,788 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,788 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,498 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,498 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,498 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $83 | EsPenaltyAmt |
| Tax Due | $2,581 | TaxDueAmt |
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 | 0 | 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 |
| Individual With Books | Fit Money CPA | IndividualWithBooksNm |
| Phone | 5024542755 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1448 Gardiner Lane | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40213 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Rhonda Schladand | ||||||||
| 7101 Shrader Lane | Lagrange | KY | 40031 | President | 0.00 | $31,175 | $0 | $0 |
| Laura Warren | ||||||||
| 7101 Shrader Lane | Lagrange | KY | 40031 | Director | 0.00 | $37,488 | $0 | $0 |
| Joyce Crum | ||||||||
| 7101 Shrader Lane | Lagrange | KY | 40031 | Secretary | 0.00 | $31,487 | $0 | $0 |
| Sheila True | ||||||||
| 7101 Shrader Lane | Lagrange | KY | 40031 | Treasurer | 0.00 | $23,660 | $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 | $4,699,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,364 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,745,796 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,745,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,674,609 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,498 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,498 | TotalTaxAmt |
| Distributable Before Adj | $231,232 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $231,232 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $231,232 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,293 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $180,293 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,232 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $213,084 | UndistributedIncomePYAmt |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $102,757 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,293 | QualifyingDistributionsAmt |
| Applied To Year1 | $180,293 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $102,757 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $102,757 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $32,791 | Taxable2Amt |
| Undistributed Income CY | $231,232 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILDEGARD HOUSE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5163 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | GRANT - IN MEMORY OF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | IN MEMORY OF RITA SCHLADAND | GrantOrContributionPurposeTxt |
| Amt | $100 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Facility Use Fee | Desc |
| Related Or Exempt Function Incm | $8,405 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $176,903 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,788 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sales Tax Discount | Desc |
| Related Or Exempt Function Incm | $7 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $202,107 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,107 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | The Facility Use Fee is a below market value charged to individuals |
| 1a | & non-profits that support complimentary, alternative and integrative |
| 1a | approaches to healing. All renters are vetted by the board using a |
| 1a | specific set of criteria. |
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 | ESTATE OF MORRIS YOUNG | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MASONIC HOME DR | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $317,237 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accountant | CategoryTxt |
| Amt | $5,830 | Amt |
| Net Investment Income | $2,915 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,915 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (33 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| Land | 2014-08-09 | $688,786 | L | $0 | $0 | $0 | ||
| Building | 2014-08-09 | $1,818,214 | SL | $46,621 | $0 | $46,621 | $279,726 | 39.000000000000 |
| Lazyboy Sleepers | 2015-07-03 | $21,173 | 200DB | $4,321 | $0 | $3,025 | $14,691 | 7.000000000000 |
| 6' Dining Table | 2015-08-04 | $715 | 200DB | $146 | $0 | $102 | $496 | 7.000000000000 |
| 6' Dining Table | 2015-08-04 | $715 | 200DB | $146 | $0 | $102 | $496 | 7.000000000000 |
| 6' Bench | 2015-08-04 | $752 | 200DB | $153 | $0 | $107 | $522 | 7.000000000000 |
| Television | 2015-06-21 | $600 | 200DB | $0 | $0 | $0 | $600 | 5.000000000000 |
| 5 Wirepath WPS - 100 8 Channel | 2015-01-19 | $3,026 | 200DB | $0 | $0 | $0 | $3,026 | 5.000000000000 |
| Wirepath WPS - 100 8 Channel | 2015-01-19 | $1,535 | 200DB | $0 | $0 | $0 | $1,535 | 5.000000000000 |
| Door & Window Improvements | 2015-09-17 | $6,590 | SL | $169 | $0 | $169 | $507 | 39.000000000000 |
| Land Improvements | 2015-07-27 | $1,578 | L | $0 | $0 | $0 | ||
| Land Improvements | 2015-09-18 | $8,873 | L | $0 | $0 | $0 | ||
| Land Improvements | 2015-12-17 | $7,960 | L | $0 | $0 | $0 | ||
| Demo & Land Improvements | 2016-02-02 | $3,250 | L | $0 | $0 | $0 | ||
| Land Improvements | 2016-03-16 | $2,630 | L | $0 | $0 | $0 | ||
| Parking Lot | 2016-05-31 | $6,820 | L | $0 | $0 | $0 | ||
| Land Improvements | 2015-06-12 | $2,100 | L | $0 | $0 | $0 | ||
| Gutter | 2017-05-22 | $5,229 | SL | $134 | $0 | $134 | $402 | 39.000000000000 |
| Laptop Computer | 2017-06-02 | $1,999 | 200DB | $240 | $0 | $240 | $1,759 | 5.000000000000 |
| Fireproof Cabinet | 2016-07-11 | $2,000 | 200DB | $292 | $0 | $286 | $1,271 | 7.000000000000 |
| Desk | 2016-10-24 | $596 | 200DB | $87 | $0 | $85 | $379 | 7.000000000000 |
| Land Improvements | 2016-07-07 | $5,497 | L | $0 | $0 | $0 | ||
| Land Improvements | 2016-09-22 | $8,755 | L | $0 | $0 | $0 | ||
| Concrete Barn Floor | 2017-09-29 | $4,944 | SL | $127 | $0 | $127 | $380 | 39.000000000000 |
| Labyrinth | 2019-01-19 | $3,034 | L | $0 | $0 | $0 | ||
| Mattresses | 2019-02-25 | $750 | SL | $150 | $0 | $150 | $350 | 5.000000000000 |
| Blinds | 2019-06-28 | $1,220 | SL | $244 | $0 | $244 | $731 | 5.000000000000 |
| Improvement - Elevator | 2019-11-27 | $1,100 | SL | $28 | $0 | $28 | $46 | 39.000000000000 |
| Improvement - Roof | 2020-02-11 | $8,760 | SL | $225 | $0 | $225 | $309 | 39.000000000000 |
| 2005 Polaris | 2019-09-04 | $4,500 | 200DB | $0 | $0 | $900 | 5.000000000000 | |
| Building Improvements | 2021-02-01 | $9,414 | SL | $241 | $0 | $241 | $91 | 39.000000000000 |
| Solar Panels | 2022-05-31 | $2,500 | 200DB | $2,500 | $0 | $30 | 7.000000000000 | |
| Security Cameras and Remote Gate | 2022-06-07 | $3,014 | 200DB | $3,014 | $0 | $50 | 5.000000000000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $688,786 | $0 | $688,786 | $688,786 |
| Building | $1,818,214 | $326,347 | $1,491,867 | $1,491,867 |
| Lazyboy Sleepers | $21,173 | $19,012 | $2,161 | $2,161 |
| 6' Dining Table | $715 | $642 | $73 | $73 |
| 6' Dining Table | $715 | $642 | $73 | $73 |
| 6' Bench | $752 | $675 | $77 | $77 |
| Television | $600 | $600 | $0 | $0 |
| 5 Wirepath WPS - 100 8 Channel | $3,026 | $3,026 | $0 | $0 |
| Wirepath WPS - 100 8 Channel | $1,535 | $1,535 | $0 | $0 |
| Door & Window Improvements | $6,590 | $676 | $5,914 | $5,914 |
| Land Improvements | $1,578 | $0 | $1,578 | $1,578 |
| Land Improvements | $8,873 | $0 | $8,873 | $8,873 |
| Land Improvements | $7,960 | $0 | $7,960 | $7,960 |
| Demo & Land Improvements | $3,250 | $0 | $3,250 | $3,250 |
| Land Improvements | $2,630 | $0 | $2,630 | $2,630 |
| Parking Lot | $6,820 | $0 | $6,820 | $6,820 |
| Land Improvements | $2,100 | $0 | $2,100 | $2,100 |
| Gutter | $5,229 | $536 | $4,693 | $4,693 |
| Laptop Computer | $1,999 | $1,999 | $0 | $0 |
| Fireproof Cabinet | $2,000 | $1,563 | $437 | $437 |
| Desk | $596 | $466 | $130 | $130 |
| Land Improvements | $5,497 | $0 | $5,497 | $5,497 |
| Land Improvements | $8,755 | $0 | $8,755 | $8,755 |
| Concrete Barn Floor | $4,944 | $507 | $4,437 | $4,437 |
| Labyrinth | $3,034 | $0 | $3,034 | $3,034 |
| Mattresses | $750 | $500 | $250 | $250 |
| Blinds | $1,220 | $975 | $245 | $245 |
| Improvement - Elevator | $1,100 | $74 | $1,026 | $1,026 |
| Improvement - Roof | $8,760 | $534 | $8,226 | $8,226 |
| 2005 Polaris | $4,500 | $4,500 | $0 | $0 |
| Building Improvements | $9,414 | $332 | $9,082 | $9,082 |
| Solar Panels | $2,500 | $2,500 | $0 | $0 |
| Security Cameras and Remote Gate | $3,014 | $3,014 | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $4,816 | LegalFeesAmt |
| Net Investment Income | $2,408 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,408 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Charles Schwab 5976-9461 | $63,069 | $63,984 | $57,934 |
| Charles Schwab 7609-9579 | $3,840,393 | $4,144,915 | $4,224,691 |
| Collectables-Art, Antiques, Sil | $10,364 | $10,364 | $10,364 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Charges | $68 | $0 | $7 | $61 |
| Director's & Officers Insurance | $1,001 | $0 | $0 | $1,001 |
| Marketing/Fund Raising | $7,348 | $0 | $0 | $7,348 |
| Meals | $132 | $0 | $0 | $132 |
| Office Expenses | $462 | $0 | $0 | $462 |
| Payroll Fees | $390 | $39 | $20 | $331 |
| Postage | $254 | $0 | $25 | $229 |
| Property Insurance | $6,799 | $0 | $0 | $6,799 |
| Repair & Maintenance | $36,195 | $0 | $0 | $36,195 |
| Utilities | $9,165 | $0 | $458 | $8,707 |
| Workers' Comp | $890 | $89 | $44 | $757 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| REALIZED GAINS | $0 | $27,664 | |
| Facility Use Fee | $8,405 | $8,405 | |
| Sales Tax Discount | $7 | $7 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Rental Deposits | $2,310 | $1,000 |
| Tax Payable | $312 | $60 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AWM Financial Advisor | CategoryTxt |
| Amt | $16,488 | Amt |
| Net Investment Income | $16,488 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Excise Tax | $7,185 | $7,185 | $0 | $0 |
| Payroll Taxes | $94 | $9 | $4 | $81 |
| Sales Tax | $31 | $0 | $0 | $31 |
| Taxes & Licenses | $163 | $0 | $0 | $163 |
| Transient Tax | $50 | $0 | $0 | $50 |
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