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GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR (EIN 62-6323993)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-05
IRS object ID
202321319349101812
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-05T14:10:20-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611231152PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rueff and Associates CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1312 Macon AvenueAddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN626323993EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GAYLA S HARRIS & KENNETH M BIELAKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGAYLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1295 N HUBBARDS LANE STE 203AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR KEITH CULLINANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5028930300PhoneNum
Signature2023-04-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstR KEITHPersonFirstNm
Person LastCULLINANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph M BakerPreparerPersonNm
PTINP01061123PTIN
Phone5028962451PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,445,992FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,188,643ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$11,296DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,296DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,894NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$259,502GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,894CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,205,833TotalRevAndExpnssAmt
Total Net Invst Incm$17,190TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,794OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,794OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,294TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,044TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$227,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$227,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$230,294TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,044TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$227,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$975,539ExcessRevenueOverExpensesAmt
Net Investment Income$14,146NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,599SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,481SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,481SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$251,673CorporateStockBOYAmt
Corporate Stock EOY$237,332CorporateStockEOYAmt
Corporate Stock EOYFMV$1,430,511CorporateStockEOYFMVAmt
Total Assets BOY$259,272TotalAssetsBOYAmt
Total Assets EOY$252,813TotalAssetsEOYAmt
Total Assets EOYFMV$1,445,992TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$259,272CapitalStockBOYAmt
Capital Stock EOY$252,813CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$259,272TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$252,813TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$259,272TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$252,813TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$259,272TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$975,539ExcessRevenueOverExpensesAmt
Subtotal$1,234,811SubtotalAmt
Other Decreases$981,998OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$252,813TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
SEE SCHEDULEP$923-$923-$923
SEE SCHEDULEP$6,817$6,817$6,817
FieldValueIRS element (for citing)
Capital Gain Net Income$5,894CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$923NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$197InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$197SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$197TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$471EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$471TotalPaymentsAndCreditsAmt
Overpayment$274OverpaymentAmt
Applied To ES Tax$274AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksR KEITH CULLINANIndividualWithBooksNm
Phone5028930300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1295 N HUBBARDS LANE SUITE 203AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
R KEITH CULLINAN
295 N HUBBARDS LANE SUITE 203LOUISVILLEKY40207TRUSTEE2.00$0$0$0
GAYLA S HARRIS
295 N HUBBARDS LANE SUITE 203LOUISVILLEKY40207MEMBER ADVISORY COMM2.00$0$0$0
KENNETH M BIELAK
295 N HUBBARDS LANE SUITE 203LOUISVILLEKY40207MEMBER ADVISORY COMM2.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$692,354AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,712AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$698,066TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$698,066AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,471CashDeemedCharitableAmt
Net Vl Noncharitable Assets$687,595NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,380MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,380MinimumInvestmentReturnAmt
Tax Based On Investment Income$197TaxBasedOnInvestmentIncomeAmt
Total Tax$197TotalTaxAmt
Distributable Before Adj$34,183DistributableBeforeAdjAmt
Distributable Before Ded$34,183DistributableBeforeDedAmt
Distributable As Adjusted$34,183DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$227,250ExpensesAndContributionsAmt
Qualifying Distributions$227,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,183DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$5,616ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,616TotalExcessDistributionCyovAmt
Qualifying Distributions$227,250QualifyingDistributionsAmt
Treated As Distri From Corpus$100,000TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,183AppliedToCurrentYearAmt
Remaining Distri From Corpus$93,067RemainingDistriFromCorpusAmt
Total Corpus$198,683TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$100,000CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov To Next Yr$98,683ExcessDistriCyovToNextYrAmt
Excess From Year1$5,616ExcessFromYear1Amt
Excess From Current Year$93,067ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGAYLA S HARRISContributingManagerNm
Contributing ManagerKENNETH M BIELAKContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INTERFAITH CLINIC
315 GILL AVEKNOXVILLETN37917PCCHARITABLE$21,000
CHARLOTTESVILLE ALBEMARLE SPCA
3355 STATE RTE 1403CHARLOTTESVILLEVA22901PCCHARITABLE$15,000
UNIVERSITY OF VIRGINIA
400 EMMERT STREET SOUTHCHARLOTTESVILLEVA22903PCCHARITABLE$20,000
MIDWEST ACCESS COALITION
PO BOX 408363CHICAGOIL60640PCCHARITABLE$15,000
SAFE SHELTER RICHMOND
PO BOX 17996RICHMONDVA23226PCCHARITABLE$12,000
FOOD BANK OF DELAWARE
222 LAKE DRIVENEWARKDE19702PCCHARITABLE$10,000
FISH
312 WALLER MILL ROADWILLIAMSBURGVA23185PCCHARITABLE$10,000
HELEN ROSS MCNABB CENTER
5310 BALL CAMP PIKEKNOXVILLETN37921PCCHARITABLE$10,000
UT NEONATAL FUND
320 STUDENT SERVICES BLDGKNOXVILLETN37996PCCHARITABLE$10,000
EMERALD YOUTH FOUNDATION
1014 HEISKELL AVEKNOXVILLETN37921PCCHARITABLE$10,000
CHARLOTTESVILLE FREE CLINIC
1138 ROSE HILL DRCHARLOTTESVILLEVA22903PCCHARITABLE$7,000
UM SPECIAL NEEDS CLINIC
1500 E MEDICAL CENTER DRIVEANN ARBORMI48109PCCHARITABLE$5,000
SHELTER FOR HELP IN EMERGENCY
PO BOX 1013CHARLOTTESVILLEVA22902PCCHARITABLE$5,000
RICE UNIVERSITY
6100 MAIN STHOUSTONTX77005PCCHARITABLE$5,000
KNOXVILLE DREAM CENTER
1444 BREDA DRKNOXVILLETN37918PCCHARITABLE$5,000
KNOXVILLE AREA RESCUE MINISTRIES
418 N BROADWAYKNOXVILLETN37917PCCHARITABLE$5,000
SERTOMA CENTER
4343 W 123RD STREETALSIPIL60803PCCHARITABLE$5,000
EMPTY STOCKING FUND
970 JEFFERSON ST NWATLANTAGA30318PCCHARITABLE$5,000
YOUNG WILLIAMS ANIMAL CENTER
3201 DIVISION STKNOXVILLETN37919PCCHARITABLE$5,000
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRIVEFAIRFAXVA22030PCCHARITABLE$5,000
SECOND HARVEST
136 HARVEST LANEMARYVILLETN37801PCCHARITABLE$5,000
BOY AND GIRLS CLUB OF TN VALLEY
317 MCCONNELL STKNOXVILLETN37915PCCHARITABLE$3,000
DEVINE CHILD
1001 NORTH SILVERY LANEDEARBORNMI48128PCCHARITABLE$3,000
ISAIAH 117 HOUSE
PO BOX 842ELIZABETHTONTN37644PCCHARITABLE$3,000
FREE CLINIC OF AMERICA
6209 CHAPMAN HWYKNOXVILLETN37920PCCHARITABLE$2,000
USA DEAF SPORTS
4001 BUCKEYSTOWN PIKEBUCKEYSTOWNMD21717PCCHARITABLE$2,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006PCCHARITABLE$1,000
HABITOT CHILDRENS MUSEUM
1569 SOLANO AVEBERKELEYCA94707PCCHARITABLE$1,000
HILLCREST HEALTHCARE FOUNDATION
5325 BEVERLY PARK CENTERKNOXVILLETN37918PCCHARITABLE$1,000
MICHIGAN STATE UNIVERSITY
426 AUDITORIUM ROADEAST LANSINGMI48824PCCHARITABLE$1,000
POSITIVELY LIVING CHOICE HEALTH NET
1925 AILOR AVEKNOXVILLETN37918PCCHARITABLE$10,000
WESLEY HOUSE
1719 REYNOLDS STREETKNOXVILLETN37921PCCHARITABLE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$227,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,296ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,894ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$17,190ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,190TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
THE CLAUDE AND BETTY HARRIS FOUNDAT
1295 N HUBBARDS LANE SUITE 203LOUISVILLEKY40207$200,000Yes (X)
ROBERT CLAUDE HARRIS
2295 N HUBBARDS LNLOUISVILLEKY40207$988,643Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property6645 SHARES WMTNoncashPropertyDesc
Fair Market Value$988,643FairMarketValueAmt
Received2022-12-08ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$500Amt
Net Investment Income$250NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

Short ExplanationShortExplanationTxt
R KEITH CULLINAN
NONE
GAYLA S HARRIS
NONE
KENNETH M BIELAK
NONE

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE SCHEDULEStockNm
EOY Book Value$237,332EOYBookValueAmt
EOYFMV$1,430,511EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCESS FMV OVER COST OF SECURITESDesc
Amt$981,998Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$2,794Amt
Net Investment Income$2,794NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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