BETA

MANNING FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MANNING FOUNDATION INC (EIN 83-2967695)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202321359349101942
Schema version
2021v4.0
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)
Return2023-05-15T12:10:22-04:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM S WETTERER & CO PSCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19700 ORMSBY STATION ROADAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40223ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832967695EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MANNING FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O WETTERER & COBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMANNBusinessNameControlTxt
Phone5024915550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19700 ORMSBY STATION ROAD SUITE 101AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40223ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonE DANIEL CLIFTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5024915550PhoneNum
Signature2023-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstE DANIELPersonFirstNm
Person LastCLIFTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J BECK CPAPreparerPersonNm
PTINP01067362PTIN
Phone5024915550PhoneNum
Preparation2023-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,731,761FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$925,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$41,929DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,929DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,873NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$214,338GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,873CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$980,312TotalRevAndExpnssAmt
Total Net Invst Incm$54,812TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$16,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$16,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,884LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$6,884LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$23,435AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$23,435AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,575OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,575OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,078TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,078TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$500OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$500OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$56,472TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,653TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$46,819TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$142,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$142,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$198,972TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,653TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$189,319TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$781,340ExcessRevenueOverExpensesAmt
Net Investment Income$45,159NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,095CashBOYAmt
Cash EOY$209CashEOYAmt
Cash EOYFMV$210CashEOYFMVAmt
Sav And Temp Cash Invst EOY$251,596SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$251,596SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,153,570CorporateStockBOYAmt
Corporate Stock EOY$1,479,955CorporateStockEOYAmt
Corporate Stock EOYFMV$1,479,955CorporateStockEOYFMVAmt
Total Assets BOY$1,177,665TotalAssetsBOYAmt
Total Assets EOY$1,731,760TotalAssetsEOYAmt
Total Assets EOYFMV$1,731,761TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,177,665NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,731,760NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,177,665TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,731,760TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,177,665TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,731,760TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,177,665TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$781,340ExcessRevenueOverExpensesAmt
Other Increases-$227,245OtherIncreasesAmt
Subtotal$1,731,760SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,731,760TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GRTSHRS BLMBRG CMDT STRTNO K 1 ETFP2021-04-212021-07-19$5,524$5,233$291$291
GOLDMAN SACHS ACTVBETA US LRG ETFP2022-01-11$32,343$22,280$10,063$10,063
VANGUARD INTL DIVIDEND APPRECTN ETFP2022-06-06$7,447$8,538-$1,091-$1,091
GRTSHRS BLMBRG CMDT STRTNO K1 ETFP2021-04-212021-07-29$5,827$5,236$591$591
ISHARES CORE MSCI TOTAL INTL STCK ETP2022-02-24$8,251$8,992-$741-$741
FIDELITY MSCI ENERGYP2021-04-272022-06-23$1,900$1,311$589$589
FIDELITY MSCI ENERGYP2021-04-272021-10-27$1,594$1,311$283$283
FIDELITY MSCI ENERGYP2021-02-102022-02-22$1,832$1,204$628$628
PIMCO COMMODITY REAL RET STRAT INSTLP2021-04-062022-06-23$5,298$5,270$28$28
GOLDMAN SACHS ACTVBETA US LRG ETFP2021-04-062022-01-11$4,620$4,070$550$550
SCHWAB FUNDA EMG MKTS LARGE COM ETFP2022-03-02$5,776$6,234-$458-$458
AVANTIS US EQUITY ETFP2022-01-142022-02-24$14,630$15,848-$1,218-$1,218
SCHWAB FUNDA EMG MKTS LARGE COM ETFP2022-03-03$5,691$6,158-$467-$467
ISHARES CORE MSCI TOTAL INTL STCK ETP2021-06-022022-02-24$6,600$7,526-$926-$926
SCHWAB FUNDA EMG MKTS LARGE COM ETFP2022-03-03$8,578$9,150-$572-$572
SCHWAB FUNDA EMG MKTS LARGE COM ETFP2021-06-082022-02-28$5,918$6,623-$705-$705
PIMCO COMMODITY REAL RET STRAT INSTLP2022-03-14$10,000$9,178$822$822
ISHARES CORE MSCI TOTAL INTL STCK ETP2021-04-052022-03-07$7,799$8,975-$1,176-$1,176
SCHWAB FUNDA EMG MKTS LARGE COM ETFP2022-03-03$5,719$5,895-$176-$176
FIDELITY MSCI ENERGYP2022-04-142022-04-25$3,482$3,099$383$383
FIDELITY MSCI ENERGYP2021-02-102022-03-08$1,083$602$481$481
ISHARES CORE MSCI TOTAL INTL STCK ETP2022-01-142022-06-06$6,351$7,152-$801-$801
FIDELITY MSCI ENERGYP2021-02-102022-03-29$2,043$1,204$839$839
PIMCO COMMODITY REAL RET STRAT INSTLP2022-06-092022-06-23$2,202$2,538-$336-$336
FIDELITY MSCI ENERGYP2021-02-102022-04-25$984$602$382$382
SDPR S&P GLOBAL NATURAL RESOURCES ETP2022-05-232022-06-23$5,135$6,156-$1,021-$1,021
FIDELITY MSCI ENERGYP2021-02-102022-04-25$1,967$1,204$763$763
FIDELITY TOTAL BOND ETFP2020-03-032021-10-11$5,289$5,314-$25-$25
PIMCO COMMODITY REAL RET STRAT INSTLP2021-04-062022-04-26$10,000$8,458$1,542$1,542
PIMCO ENHNCD SHRT MATRTYACTV ETFP2020-08-112021-10-11$5,094$5,092$2$2
PIMCO COMMODITY REAL RET STRAT INSTLP2021-04-062022-05-19$7,000$5,835$1,165$1,165
VANGUARD DIVIDEND APPRECIATION ETFP2020-03-262021-12-14$8,397$4,989$3,408$3,408
PIMCO ENHANCES SHRT MATURTY ACTV ETFP2021-04-052022-05-19$9,964$10,188-$224-$224
FieldValueIRS element (for citing)
Capital Gain Net Income$12,873CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$6,740NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$628InvestmentIncomeExciseTaxAmt
Subtotal$628SubtotalAmt
Tax Based On Investment Income$628TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Overpayment$469OverpaymentAmt
Applied To ES Tax$469AppliedToESTaxAmt

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
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WETTERER & COBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5024915550PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19700 ORMSBY STATION ROADAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40223ZIPCd
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
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 (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN S LUEKEN
3500 PNC TOWER101 SOUTH FIFTH STREETLOUISVILLEKY40202SECRETARY2.00$4,000$0$0
MARY K CLIFT
9700 ORMSBY STATION ROADLOUISVILLEKY40223TREASURER2.00$4,000$0$0
BRICE WESTHUSING
9700 ORMSBY STATION ROADLOUISVILLEKY40223VICE PRESIDE2.00$4,000$0$0
E DANIEL CLIFT
9700 ORMSBY STATION ROADLOUISVILLEKY40223PRESIDENT2.00$4,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,334,660AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$68,768AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,403,428TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,403,428AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,051CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,382,377NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,119MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,119MinimumInvestmentReturnAmt
Tax Based On Investment Income$628TaxBasedOnInvestmentIncomeAmt
Total Tax$628TotalTaxAmt
Distributable Before Adj$68,491DistributableBeforeAdjAmt
Distributable Before Ded$68,491DistributableBeforeDedAmt
Distributable As Adjusted$68,491DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$189,319ExpensesAndContributionsAmt
Qualifying Distributions$189,319QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,491DistributableAsAdjustedAmt
Undistributed Income PY$12,671UndistributedIncomePYAmt
Qualifying Distributions$189,319QualifyingDistributionsAmt
Applied To Year1$12,671AppliedToYear1Amt
Applied To Current Year$68,491AppliedToCurrentYearAmt
Remaining Distri From Corpus$108,157RemainingDistriFromCorpusAmt
Total Corpus$108,157TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$108,157ExcessDistriCyovToNextYrAmt
Excess From Current Year$108,157ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerESTATE OF CINDY MANNINGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SCHWAB CHARITABLE FUND
PO BOX 628298ORLANDOFL32862SUPPORTING MISSION OF THE FOUNDATION$60,000
SCHWAB CHARITABLE FUND
PO BOX 628298ORLANDOFL32862SUPPORTING MISSION OF THE FOUNDATION$7,500
SCHWAB CHARITABLE FUND
PO BOX 628298ORLANDOFL32862SUPPORTING MISSION OF THE FOUNDATION$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$142,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,929ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,873ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$54,812ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,812TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtAddress Line2ContributorUSAddress/AddressLine2TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ESTATE OF CYNTHIA MANNING
1WETTERER AND CO9700 ORMSBY STATION ROADLOUISVILLEKY40223$805,500Yes (X)
CAROLYN DODD
2PO BOX 500SIMPSONVILLEKY40067$20,000Yes (X)
MANNING EQUIPMENT LLC
312000 WESTPORT ROADLOUISVILLEKY40245$100,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEES: ACCOUNTINGCategoryTxt
Amt$23,435Amt
Disbursements Charitable Prps$23,435DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$381,189$381,189
EXCHANGE TRADED FUNDS$1,098,766$1,098,766

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEES: LEGALCategoryTxt
Legal Fees$6,884LegalFeesAmt
Disbursements Charitable Prps$6,884DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
LOGO DESIGN FEES$500$500

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAINS ON INVESTMENTSDesc
Amt-$227,245Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$7,575Amt
Net Investment Income$7,575NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$2,078Amt
Net Investment Income$2,078NetInvestmentIncomeAmt

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