BETA

MARY GAYLORD FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MARY GAYLORD FOUNDATION (EIN 73-1519735)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-24
IRS object ID
202332059349100403
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)
Return2023-07-24T10:35:43-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11225 N BROADWAY AVENUE SUITE 200AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731519735EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARY GAYLORD MCCLEAN FOUNDATIONBusinessNameLine1Txt
Business Name Line2(FORMERLY MARY GAYLORD FOUNDATION)BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone5027228933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 100AddressLine1Txt
CitySIMPSONVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY G MCCLEANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5027228933PhoneNum
Signature2023-07-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPersonFirstNm
Person LastMCCLEANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonASHLEY M FOGLEPreparerPersonNm
PTINP01258800PTIN
Phone4058482020PhoneNum
Preparation2023-07-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$9,147,857FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$142InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$142InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$129,688DividendsRevAndExpnssAmt
Dividends Net Invst Incm$129,688DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$76,745NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$76,745GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$76,745CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$206,575TotalRevAndExpnssAmt
Total Net Invst Incm$206,575TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,100AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$7,912TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,783TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,112TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,883TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$476,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$476,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$487,062TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,883TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$478,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$280,487ExcessRevenueOverExpensesAmt
Net Investment Income$203,692NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$580,727SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$159,514SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$159,514SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$6,129PrepaidExpensesBOYAmt
Corporate Stock BOY$9,428,772CorporateStockBOYAmt
Corporate Stock EOY$9,565,176CorporateStockEOYAmt
Corporate Stock EOYFMV$8,725,350CorporateStockEOYFMVAmt
Corporate Bonds BOY$269,136CorporateBondsBOYAmt
Corporate Bonds EOY$275,973CorporateBondsEOYAmt
Corporate Bonds EOYFMV$259,379CorporateBondsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$3,614OtherAssetsEOYAmt
Other Assets EOYFMV$3,614OtherAssetsEOYFMVAmt
Total Assets BOY$10,284,764TotalAssetsBOYAmt
Total Assets EOY$10,004,277TotalAssetsEOYAmt
Total Assets EOYFMV$9,147,857TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$8,333,961CapitalStockBOYAmt
Capital Stock EOY$8,333,961CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,950,803RetainedEarningBOYAmt
Retained Earning EOY$1,670,316RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,284,764TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,004,277TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,284,764TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,004,277TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,284,764TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$280,487ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,004,277SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,004,277TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$76,745GrossSalesPriceAmt
Gain Or Loss$76,745GainOrLossAmt
Gains Minus Excess Or Losses$76,745GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$76,745CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,831InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,831SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,831TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,000TotalPaymentsAndCreditsAmt
Es Penalty$130EsPenaltyAmt
Overpayment$2,039OverpaymentAmt
Applied To ES Tax$2,039AppliedToESTaxAmt
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 StateOKOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD A DAVIS CPAIndividualWithBooksNm
Phone4056599764PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13316 DOGWOOD LANEAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73034ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID O HOGAN
2222 S UTICA PLACE SUITE 200TULSAOK74114TRUSTEE1.00$0$0$0
MARY GAYLORD MCCLEAN
PO BOX 100SIMPSONVILLEKY40067TRUSTEE1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,047,738AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$327,322AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,409FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,380,469TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,380,469AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$155,707CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,224,762NetVlNoncharitableAssetsAmt
Minimum Investment Return$511,238MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$511,238MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,831TaxBasedOnInvestmentIncomeAmt
Total Tax$2,831TotalTaxAmt
Distributable Before Adj$508,407DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$508,407DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$508,407DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$478,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$478,050QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$508,407DistributableAsAdjustedAmt
Undistributed Income PY$155,119UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$478,050QualifyingDistributionsAmt
Applied To Year1$155,119AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$322,931AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$185,476UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARY GAYLORD MCCLEANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN DIABETES ASSOCIATION
2451 CRYSTAL DRIVE SUITE 900ARLINGTONVA22202NONEPCGENERAL OPERATIONS$500
AMERICAN HACKNEY HORSE SOCIETY FOUNDATION
4049 IRON WORKS PARKWAY A3LEXINGTONKY40511NONEPCGENERAL OPERATIONS$5,000
AMERICAN INSTITUTE FOR CANCER RESEARCH
PO BOX 96110WASHINGTONDC20077NONEPCGENERAL OPERATIONS$500
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006NONEPCGENERAL OPERATIONS$20,000
AMERICAN SADDLEBRED MUSEUM
4083 IRON WORKS PARKWAYLEXINGTONKY40511NONEPCGENERAL OPERATIONS$10,000
AWAKE MINISTRIES
701 WASHINGTON STREETSHELBYVILLEKY70065NONEPCGENERAL OPERATIONS$20,000
BARREN HEIGHTS
11420 WATTERSON COURT 800LOUISVILLEKY40299NONEPCGENERAL OPERATIONS$2,000
CASA OF THE RIVER REGION
982 EASTERN PKWYLOUISVILLEKY40217NONEPCGENERAL OPERATIONS$10,000
CENTRAL KENTUCKY RIDING FOR HOPE
PO BOX 13155LEXINGTONKY40583NONEPCGENERAL OPERATIONS$5,000
CENTRAL OKLAHOMA HUMANE SOCIETY
7500 N WESTERN AVENUEOKLAHOMA CITYOK73116NONEPCGENERAL OPERATIONS$1,000
DORMAN CENTER
PO BOX 853SHELBYVILLEKY40066NONEPCGENERAL OPERATIONS$5,000
FIELDSTONE FARM FOUNDATION INC
198 MAD RIVER LANEELSBERRYMO63343NONEPCGENERAL OPERATIONS$20,000
FRANKLIN PERFORMING ARTS COMPANY
15 W CENTRAL STREETFRANKLINMA02038NONEPCGENERAL OPERATIONS$5,000
GIRLS SCOUTS OF KENTUCKIANA
2115 LEXINGTON ROADLOUISVILLEKY40206NONEPCGENERAL OPERATIONS$5,000
GREEN HILL THERAPY
1410 LONG RUN ROADLOUISVILLEKY40245NONEPCGENERAL OPERATIONS$30,000
GUIDE DOGS FOR THE BLIND
PO BOX 151200SAN RAFAELCA94915NONEPCGENERAL OPERATIONS$200
HELPER OF OUR FARM
668 MIDWAY ROAD SEBOLIVIANC28422NONEPCGENERAL OPERATIONS$5,000
HORSESENSING INC
270 BAGDAD ROADSHELBYVILLEKY40065NONEPCGENERAL OPERATIONS$20,000
HUMANE SOCIETY OF THE UNITED STATES
1255 23RD STREET NW SUITE 450WASHINGTONDC20037NONEPCGENERAL OPERATIONS$250
JARRETT'S JOY CART OF LOUISVILLE
PO BOX 24526LEXINGTONKY40524NONEPCGENERAL OPERATIONS$5,000
KENTUCKY 4-H FOUNDATION
212 SCOVELL HALLLEXINGTONKY40546NONEPCGENERAL OPERATIONS$1,000
KENTUCKY EQUINE ADOPTION CENTER
1713 CATNIP HILL ROADNICHOLASVILLEKY40356NONEPCGENERAL OPERATIONS$5,000
KENTUCKY HORSE PARK FOUNDATION
4075 IRON WORKS PARKWAYLEXINGTONKY40511NONEPCGENERAL OPERATIONS$20,000
KENTUCKY HUMANE SOCIETY
1000 LYNDON LANELOUISVILLEKY40222NONEPCGENERAL OPERATIONS$15,000
LOUIS H COLEMAN JR SCHOLARSHIP FOUNDATION
PO BOX 1244SHELBYVILLEKY70066NONEPCGENERAL OPERATIONS$500
MD ANDERSON CANCER CENTER
PO BOX 301439HOUSTONTX77230NONEPCGENERAL OPERATIONS$1,500
MARION THERAPEUTIC RIDING ASSOCIATION INC
6850 SE 41ST COURTOCALAFL34480NONEPCGENERAL OPERATIONS$1,000
MILESTONES INC
12372 RIGGS ROADINDEPENDENCEKY41501NONEPCGENERAL OPERATIONS$20,000
NATIONAL ACADEMY CHAMPIONSHIP FINALS
147 SADDLEBRED DRIVEHARTSELLEAL35640NONEPCGENERAL OPERATIONS$5,000
OPERATION CARE INC
708 MAIN STREETSHELBYVILLEKY40065NONEPCGENERAL OPERATIONS$30,000
PEOPLE & ANIMAL LEARNING SERVICES
7644 W ELWREN ROADBLOOMINGTONIN47403NONEPCGENERAL OPERATIONS$5,000
QUINCY HUMANE SOCIETY INC
1705 NE 36TH STREETQUINCYIL62305NONEPCGENERAL OPERATIONS$1,000
RIDIN' HIGH THERAPEUTIC RIDING CENTER
5722 LONG CREEK ROADMORRISTOWNTN37816NONEPCGENERAL OPERATIONS$1,000
SADDLEBRED RESCUE INC
6 MEADOW CLIFF LANEHARDWICKNJ07825NONEPCGENERAL OPERATIONS$30,000
SAFE HAVEN BABY BOX
22413 MAPLE LANEWOODBURNIL46797NONEPCGENERAL OPERATIONS$15,000
ST JUDES CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCGENERAL OPERATIONS$5,000
TEEN RECOVERY SOLUTIONS
730 W WILSHIRE BLVD SUITE 105OKLAHOMA CITYOK73116NONEPCGENERAL OPERATIONS$10,000
THE HEART THAT GIVES FOUNDATION
901 KENTUCKY DRIVEASHLANDMO65010NONEPCGENERAL OPERATIONS$28,000
THE SANCTUARY AT BLACKHORSE MANOR INC
2941 WASHBURN ROADPLEASUREVILLEKY40057NONEPCGENERAL OPERATIONS$10,000
TYSON'S CHANCE ANIMAL FOUNDATION
353 KENTUCKY STREETSHELBYVILLEKY40065NONEPCGENERAL OPERATIONS$10,000
UNITED STATES EQUESTRIAN TEAM FOUNDATION INC
1040 POTTERSVILLE ROADGLADSTONENJ07934NONEPCGENERAL OPERATIONS$1,500
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL ROADNORMANOK73019NONEPCGENERAL OPERATIONS$20,000
UPSIDE THERAPEUTIC
250 KENWOOD HILL ROADLOUISVILLEKY40214NONEPCGENERAL OPERATIONS$45,000
WOODY WILLIAMS FOUNDATION
12123 SHELBYVILLE ROAD SUITE 100LOUISVILLEKY40243NONEPCGENERAL OPERATIONS$27,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$476,950TotalGrantOrContriPdDurYrAmt
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$142ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$129,688ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$76,745ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$206,575ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$206,575TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,200Amt
Net Investment Income$1,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,100DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
12,203.605 SHS CAP WORLD GROWTH & INC FUND BOND FUND OF AMERICA$148,462$138,877
9,694.466 SHS INTERMEDIATE BOND FUND OF AM$127,511$120,502

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
14,629.214 SHS AM INCOME FUND$324,142$331,059
16,219.439 SHS AMERICAN CAP WORLD GROWTH & INCOME FUND$677,729$836,599
15,088 SHS RYMAN HOSPITALITY$386,257$1,233,897
22,055.802 SHS AM HIGH INCOME FUND$226,649$199,826
2,000 SHS NEWMONT MINING CORP$131,890$94,400
17,524 SHS PARAMOUNT GLOBAL CLASS B$3,109,230$295,805
5,848.296 SHS EUROPACIFIC GROWTH FUND$247,109$286,742
7,860 SHS WELLS FARGO & CO NEW$2,176,652$3,230,501
15,699.402 SHS GROWTH FUND OF AMERICA$718,640$776,963
17,716.575 SHS FUNDAMENTAL INV FUND$912,296$1,067,424
1,063.352 SHS AMERICAN SMALL CAP WORLD A$66,420$59,654
3,720 SHS AMAZON COM$588,162$312,480

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED DIVIDENDS$0$2,896$2,896
ACCRUED CAPITAL GAIN DISTRIBUTIONS$0$718$718

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$6,129$0$0
FOREIGN TAXES$1,783$1,783$0

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