OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC (EIN 27-4432014)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-08-01
- IRS object ID
- 202302139349100530
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-01T17:00:35-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464686980 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMIT CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 EAST MAIN STREET SUITE 401 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274432014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OWSLEY BROWN III | BusinessNameLine1Txt |
| Business Name Line2 | PHILANTHROPIC FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OWSL | BusinessNameControlTxt |
| Phone | 5028057200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 EAST MAIN STREET 401 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OWSLEY BROWN III | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5028057200 | PhoneNum |
| Signature | 2023-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | OWSLEY | PersonFirstNm |
| Person Last | BROWN III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM EVERSOLE | PreparerPersonNm |
| PTIN | P00197408 | PTIN |
| Phone | 5028057213 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $66,518,627 | 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 | $1,668,270 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $304 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $304 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,606,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,606,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,388 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,025 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,388 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,375,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,707,004 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,004 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,002 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,002 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,663 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,104 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,559 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,258 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,258 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,868 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,820 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,106 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,639 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,288,515 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,288,515 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,364,508 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,106 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,327,154 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,766 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,694,898 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,328 | CashBOYAmt |
| Cash EOY | $113,722 | CashEOYAmt |
| Cash EOYFMV | $113,722 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $141,825 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,830 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,830 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,067,864 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,014,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,289,512 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $831 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $131,835 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $112,563 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,251,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,262,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,518,627 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $10,251,848 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,262,614 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,251,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,262,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,251,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,262,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,251,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,766 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,262,614 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,262,614 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $154,025 | GrossSalesPriceAmt |
| Cost Or Other Basis | $53,637 | CostOrOtherBasisAmt |
| Gain Or Loss | $100,388 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $100,388 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,388 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,079 | 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 | $26,079 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,520 | OverpaymentAmt |
| Applied To ES Tax | $2,520 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | Yes (1) | 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 | ZELKOVA STRATEGIC PARTNERS LLC | IndividualWithBooksNm |
| Phone | 5028057200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 EAST MAIN STREET SUITE 401 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| OWSLEY BROWN III | |||||||||
| C/O ZELKOVA STRATEGIC PARTNERS LLC | 333 E MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | DIRECTOR/PRESIDENT/SECRETA | 0.50 | $0 | $0 | $0 |
| BROOKE BROWN BARZUN | |||||||||
| C/O ZELKOVA STRATEGIC PARTNERS LLC | 333 E MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| AUGUSTA BROWN HOLLAND | |||||||||
| C/O ZELKOVA STRATEGIC PARTNERS LLC | 333 E MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRISTINA LEE BROWN | |||||||||
| C/O ZELKOVA STRATEGIC PARTNERS LLC | 333 E MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | DIRECTOR | 0.50 | $0 | $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 | $63,026,477 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,927,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,953,595 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,953,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $974,304 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,979,291 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,198,965 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,198,965 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,559 | TotalTaxAmt |
| Distributable Before Adj | $3,175,406 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,175,406 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,175,406 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,327,154 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,327,154 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,175,406 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,288,515 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,327,154 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,288,515 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,639 | 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 | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,136,767 | 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 (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 18 REASONS | |||||||
| 3674 18TH STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| 84000 TRANSLATION | |||||||
| 43456 ELLSWORTH STREET 3332 | FREMONT | CA | 94539 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| ALYANS ATIZAY AYISYN INC | |||||||
| 225 NE 59TH STREET | MIAMI | FL | 33137 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| ANALOGY SEA FOUNDATION | |||||||
| PO BOX 11670 | AUSTIN | TX | 78711 | NONE | PC | PROGRAM SUPPORT | $3,125 |
| ANALOGY SEA FOUNDATION | |||||||
| PO BOX 11670 | AUSTIN | TX | 78711 | NONE | PC | PROGRAM SUPPORT | $3,125 |
| ANALOGY SEA FOUNDATION | |||||||
| PO BOX 11670 | AUSTIN | TX | 78711 | NONE | PC | PROGRAM SUPPORT | $4,160 |
| BERRY CENTER INC | |||||||
| 111 S MAIN STREET | NEW CASTLE | KY | 40050 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| BETTER ANGELS SOCIETY | |||||||
| 5185 MACARTHUR BLVD SUITE 570 | WASHINGTON | DC | 20016 | NONE | PC | PROGRAM SUPPORT | $83,334 |
| BUDDHAYANA FOUNDATION | |||||||
| 204 SPRING STREET | MARION | MA | 02738 | NONE | PC | OPERATING SUPPORT | $5,000 |
| CANYON CINEMA FOUNDATION | |||||||
| 1777 YOSEMITE AVENUE 210 | SAN FRANCISCO | CA | 94124 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| CASTRO THEATRE CONSERVANCY | |||||||
| 182 SAN CARLOS AVENUE | SAUSALITO | CA | 94965 | NONE | PC | OPERATING SUPPORT | $40,000 |
| CENTER FOR INTERFAITH RELATIONS INC | |||||||
| PO BOX 70488 | LOUISVILLE | KY | 40270 | NONE | PC | OPERATING SUPPORT | $5,000 |
| CENTER FOR INTERFAITH RELATIONS INC | |||||||
| PO BOX 70488 | LOUISVILLE | KY | 40270 | NONE | PC | OPERATING SUPPORT | $98,136 |
| CENTER FOR INTERFAITH RELATIONS INC | |||||||
| PO BOX 70488 | LOUISVILLE | KY | 40270 | NONE | PC | PROGRAM SUPPORT | $14,000 |
| CENTER FOR INTERFAITH RELATIONS INC | |||||||
| PO BOX 70488 | LOUISVILLE | KY | 40270 | NONE | PC | PROGRAM SUPPORT | $9,973 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | NONE | PC | PROGRAM SUPPORT | $17,136 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | NONE | PC | PROGRAM SUPPORT | $16,500 |
| CHOKGYUR LINGPA FOUNDATION | |||||||
| 412 GLIMMERGLEN ROAD | COOPERSTOWN | NY | 13326 | NONE | PC | PROGRAM SUPPORT | $11,000 |
| COMMITTEE ON POETRY | |||||||
| PO BOX 582 | NEW YORK | NY | 10009 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| COMMITTEE ON POETRY | |||||||
| PO BOX 582 | NEW YORK | NY | 10009 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| COMPASS FAMILY SERVICES | |||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | OPERATING SUPPORT | $30,000 |
| DAKINI LAND FOUNDATION | |||||||
| 1235 COAST VILLAGE RD SUITE D | MONTECITO | CA | 93108 | NONE | PC | OPERATING SUPPORT | $12,000 |
| DHARMATA FOUNDATION | |||||||
| 235 WASHINGTON AVENUE | RICHMOND | CA | 94801 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| DILGO KHYENTSE FELLOWSHIPSHECHEN | |||||||
| 237 W 35TH STREET SUITE 1101 | NEW YORK | NY | 10001 | NONE | PC | PROGRAM SUPPORT | $17,500 |
| DREPUNG GOMANG INSTITUTE | |||||||
| 411 N HUBBARDS LANE | LOUISVILLE | KY | 40207 | NONE | PC | PROGRAM SUPPORT | $7,250 |
| DREPUNG GOMANG INSTITUTE | |||||||
| 411 N HUBBARDS LANE | LOUISVILLE | KY | 40207 | NONE | PC | PROGRAM SUPPORT | $1,818 |
| DREPUNG GOMANG INSTITUTE | |||||||
| 411 N HUBBARDS LANE | LOUISVILLE | KY | 40207 | NONE | PC | OPERATING SUPPORT | $20,000 |
| DREPUNG GOMANG INSTITUTE | |||||||
| 411 N HUBBARDS LANE | LOUISVILLE | KY | 40207 | NONE | PC | PROGRAM SUPPORT | $6,000 |
| EDIBLE SCHOOLYARD PROJECT | |||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| EPISCOPAL DIOCESE OF CALIFORNIA | |||||||
| 1055 TAYLOR STREET | SAN FRANCISCO | CA | 94108 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| FILSON HISTORICAL SOCIETY INC | |||||||
| 1310 S THIRD STREET | LOUISVILLE | KY | 40208 | NONE | PC | PROGRAM SUPPORT | $50,000 |
| FONS VITAE OF KENTUCKY INC | |||||||
| 49 MOCKINGBIRD VALLEY DRIVE | LOUISVILLE | KY | 40207 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| FOUNDATION FOR A MINDFUL SOCIETY | |||||||
| 228 PARK AVENUE SOUTH 91043 | NEW YORK | NY | 10003 | NONE | PC | OPERATING SUPPORT | $25,000 |
| FOUNDATION FOR APPALACHIAN KENTUCKY INC | |||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| FRACTURED ATLAS | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | PROGRAM SUPPORT | $5,435 |
| FUND FOR THE ARTS INC | |||||||
| 623 WEST MAIN STREET | LOUISVILLE | KY | 40202 | NONE | PC | PROGRAM SUPPORT | $16,667 |
| FUND FOR THE ARTS INC | |||||||
| 623 WEST MAIN STREET | LOUISVILLE | KY | 40202 | NONE | PC | OPERATING SUPPORT | $50,000 |
| HAITI CULTURAL EXCHANGE | |||||||
| 558 ST JOHNS PLACE | BROOKLYN | NY | 11238 | NONE | PC | PROGRAM SUPPORT | $13,333 |
| HOLISTIC LIFE FOUNDATION | |||||||
| 1014 W 36TH STREET SUITE 403 | BALTIMORE | MD | 21211 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| HOLLYWOOD COMPASSION COALITION | |||||||
| 1026 N HIGHLAND AVENUE | HOLLYWOOD | CA | 90038 | NONE | PC | OPERATING SUPPORT | $5,000 |
| HUMAN NEEDS PROJECT | |||||||
| 36 PROFESSIONAL CENTER PARKWAY | SAN RAFAEL | CA | 94903 | NONE | PC | OPERATING SUPPORT | $30,000 |
| INWARD BOUND MINDFULNESS EDUCATION INC | |||||||
| PO BOX 516 | CONCORD | MA | 01742 | NONE | PC | OPERATING SUPPORT | $5,000 |
| INWARD BOUND MINDFULNESS EDUCATION INC | |||||||
| PO BOX 516 | CONCORD | MA | 01742 | NONE | PC | PROGRAM SUPPORT | $38,934 |
| KENTUCKIANS FOR THE COMMONWEALTH | |||||||
| PO BOX 1450 | LONDON | KY | 40743 | NONE | PC | OPERATING SUPPORT | $10,000 |
| KENTUCKY AUTHOR FORUM INC | |||||||
| PO BOX 5365 | LOUISVILLE | KY | 40255 | NONE | PC | OPERATING SUPPORT | $16,666 |
| KENTUCKY CIVIC ENGAGEMENT TABLE INC | |||||||
| 608 DUVALL STREET | LOUISVILLE | KY | 40217 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| KENTUCKY COLLEGE OF ART & DESIGN | |||||||
| 505 WEST ORMSBY AVENUE | LOUISVILLE | KY | 40203 | NONE | PC | PROGRAM SUPPORT | $1,350 |
| KENTUCKY PUBLIC RADIO INC DBA LOUISVILLE PUBLIC MEDIA | |||||||
| 619 S FOURTH STREET | LOUISVILLE | KY | 40202 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| LA CASA DE LAS MADRES | |||||||
| 1269 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | OPERATING SUPPORT | $500 |
| LEGACIES UNLIMITED | |||||||
| 956 S 6TH STREET | LOUISVILLE | KY | 40203 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| LOTUS TREASURE | |||||||
| 1790 30TH STREET SUITE 280 | BOULDER | CO | 80301 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| LOTUS TREASURE | |||||||
| 1790 30TH STREET SUITE 280 | BOULDER | CO | 80301 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| LOUISVILLE FILM SOCIETY | |||||||
| PO BOX 6088 | LOUISVILLE | KY | 40206 | NONE | PC | PROGRAM SUPPORT | $21,500 |
| LOUISVILLE FILM SOCIETY | |||||||
| PO BOX 6088 | LOUISVILLE | KY | 40206 | NONE | PC | PROGRAM SUPPORT | $26,875 |
| LOUISVILLE FILM SOCIETY | |||||||
| PO BOX 6088 | LOUISVILLE | KY | 40206 | NONE | PC | PROGRAM SUPPORT | $21,500 |
| LOUISVILLE FILM SOCIETY | |||||||
| PO BOX 6088 | LOUISVILLE | KY | 40206 | NONE | PC | PROGRAM SUPPORT | $26,875 |
| LOUISVILLE ORCHESTRA | |||||||
| 624 W MAIN STREET SUITE 400 | LOUISVILLE | KY | 40202 | NONE | PC | OPERATING SUPPORT | $150,000 |
| LOUISVILLE URBAN LEAGUE | |||||||
| 1535 WEST BROADWAY | LOUISVILLE | KY | 40203 | NONE | PC | PROGRAM SUPPORT | $6,000 |
| LOUISVILLE URBAN LEAGUE | |||||||
| 1535 WEST BROADWAY | LOUISVILLE | KY | 40203 | NONE | PC | PROGRAM SUPPORT | $9,000 |
| MAIDEN VOYAGE PRODUCTIONS INC | |||||||
| 2314 HIGGINS CANYON ROAD | HALF MOON BAY | CA | 94019 | NONE | PC | PROGRAM SUPPORT | $51,500 |
| MAIDEN VOYAGE PRODUCTIONS INC | |||||||
| 2314 HIGGINS CANYON ROAD | HALF MOON BAY | CA | 94019 | NONE | PC | PROGRAM SUPPORT | $30,900 |
| MARIN ACADEMY | |||||||
| 1600 MISSION AVENUE | SAN RAFAEL | CA | 94901 | NONE | PC | OPERATING SUPPORT | $10,000 |
| MIDDLE WAY INITIATIVE INC | |||||||
| 2001 MAIN STREET SUITE 401 | WHEELING | WV | 26003 | NONE | PC | OPERATING SUPPORT | $15,000 |
| MIND AND LIFE INSTITUTE | |||||||
| 977 SEMINOLE TRAIL PMB 363 | CHARLOTTESVILLE | VA | 22901 | NONE | PC | PROGRAM SUPPORT | $3,700 |
| MIND AND LIFE INSTITUTE | |||||||
| 977 SEMINOLE TRAIL PMB 363 | CHARLOTTESVILLE | VA | 22901 | NONE | PC | PROGRAM SUPPORT | $489 |
| MIND AND LIFE INSTITUTE | |||||||
| 977 SEMINOLE TRAIL PMB 363 | CHARLOTTESVILLE | VA | 22901 | NONE | PC | OPERATING SUPPORT | $50,000 |
| MUHAMMAD ALI CENTER | |||||||
| 144 N 6TH STREET | LOUISVILLE | KY | 40202 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| MULTIPLIER | |||||||
| 548 MARKET STREET PMB 81178 | SAN FRANCISCO | CA | 94104 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| MUSEUM OF CONTEMPORARY ART INC | |||||||
| 770 NE 125TH STREET | NORTH MIAMI | FL | 33161 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| MUSIC HEALS INTERNATIONAL | |||||||
| PO BOX 2593 | MILL VALLEY | CA | 94942 | NONE | PC | OPERATING SUPPORT | $10,000 |
| NAROPA UNIVERSITY | |||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DRIVE PMB 16009 | BEAVERTON | OR | 97008 | NONE | PC | OPERATING SUPPORT | $2,500 |
| NEW CENTURY CHAMBER ORCHESTRA | |||||||
| 22 BATTERY STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| NEW SCHOOL SAN FRANCISCO | |||||||
| 940 FILBERT STREET | SAN FRANCISCO | CA | 94133 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| OMEGA INSTITUTE FOR HOLISTIC STUDIES INC | |||||||
| 150 LAKE DRIVE | RHINEBECK | NY | 12572 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| OMEGA INSTITUTE FOR HOLISTIC STUDIES INC | |||||||
| 150 LAKE DRIVE | RHINEBECK | NY | 12572 | NONE | PC | OPERATING SUPPORT | $35,000 |
| PARKS ALLIANCE OF LOUISVILLE | |||||||
| PO BOX 5755 | LOUISVILLE | KY | 40255 | NONE | PC | PROGRAM SUPPORT | $333,333 |
| PORTLAND MUSEUM INC | |||||||
| 2308 PORTLAND AVENUE | LOUISVILLE | KY | 40212 | NONE | PC | PROGRAM SUPPORT | $15,508 |
| PRESERVATION HALL FOUNDATION INC | |||||||
| 726 SAINT PETER STREET | NEW ORLEANS | LA | 70116 | NONE | PC | OPERATING SUPPORT | $5,000 |
| PRROWESS INC | |||||||
| 1459 18TH STREET 269 | SAN FRANCISCO | CA | 94107 | NONE | PC | OPERATING SUPPORT | $7,351 |
| PRROWESS INC | |||||||
| 1459 18TH STREET 269 | SAN FRANCISCO | CA | 94107 | NONE | PC | OPERATING SUPPORT | $4,000 |
| PUNDARIKA FOUNDATION | |||||||
| PO BOX 57 | CRESTONE | CO | 81131 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| PUNDARIKA FOUNDATION | |||||||
| PO BOX 57 | CRESTONE | CO | 81131 | NONE | PC | OPERATING SUPPORT | $3,200 |
| RAICES | |||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | PC | OPERATING SUPPORT | $1,000 |
| RECKONING INC | |||||||
| 3058 BARDSTOWN ROAD 1076 | LOUISVILLE | KY | 40205 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| RIVER CITY DRUM CORP CULTURAL ARTS INSTITUTE INC | |||||||
| 3308 CHAUNCEY AVENUE | LOUISVILLE | KY | 40211 | NONE | PC | OPERATING SUPPORT | $15,000 |
| ROXIE THEATER | |||||||
| 3125 16TH AVENUE | SAN FRANCISCO | CA | 94103 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| SAHALOKA MONASTIC COMMUNITY | |||||||
| PO BOX 1090 | CRESTONE | CO | 81131 | NONE | PC | OPERATING SUPPORT | $2,000 |
| SAN FRANCISCO CHANTICLEER INC | |||||||
| 44 PAGE STREET SUITE 500 | SAN FRANCISCO | CA | 94102 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| SAN FRANCISCO SILENT FILM FESTIVAL | |||||||
| 1687 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| SAN FRANCISCO SILENT FILM FESTIVAL | |||||||
| 1687 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| SAN FRANCISCO SILENT FILM FESTIVAL | |||||||
| 1687 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | PROGRAM SUPPORT | $30,000 |
| SAN FRANCISCO SILENT FILM FESTIVAL | |||||||
| 1687 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | PROGRAM SUPPORT | $40,000 |
| SAN FRANCISCO SILENT FILM FESTIVAL | |||||||
| 1687 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | OPERATING SUPPORT | $10,000 |
| SPALDING UNIVERSITY | |||||||
| 845 S 3RD STREET | LOUISVILLE | KY | 40203 | NONE | PC | PROGRAM SUPPORT | $91,224 |
| SPALDING UNIVERSITY | |||||||
| 845 S 3RD STREET | LOUISVILLE | KY | 40203 | NONE | PC | PROGRAM SUPPORT | $74,521 |
| SPALDING UNIVERSITY | |||||||
| 845 S 3RD STREET | LOUISVILLE | KY | 40203 | NONE | PC | PROGRAM SUPPORT | $1,359 |
| SPECIAL OPERATIONS SERVICES | |||||||
| PO BOX 1395 | LOS ALTOS | CA | 94023 | NONE | PC | OPERATING SUPPORT | $35,000 |
| SPEED ART MUSEUM | |||||||
| 2035 S 3RD STREET | LOUISVILLE | KY | 40208 | NONE | PC | PROGRAM SUPPORT | $8,000 |
| SPEED ART MUSEUM | |||||||
| 2035 S 3RD STREET | LOUISVILLE | KY | 40208 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| SPEED ART MUSEUM | |||||||
| 2035 S 3RD STREET | LOUISVILLE | KY | 40208 | NONE | PC | PROGRAM SUPPORT | $95,000 |
| SUSTAINABLE FOOD ALLIANCE | |||||||
| 7540 WINDSOR DRIVE SUITE 205 | ALLENTOWN | PA | 18195 | NONE | PC | OPERATING SUPPORT | $25,000 |
| TEN STRANDS | |||||||
| PO BOX 150869 | SAN RAFAEL | CA | 94915 | NONE | PC | OPERATING SUPPORT | $20,000 |
| THACHER SCHOOL | |||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | PC | OPERATING SUPPORT | $100,000 |
| THE LENZ FOUNDATION | |||||||
| 1901 AVENUE OF THE STARS SUITE 1100 | LOS ANGELES | CA | 90067 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| TIP IT FORWARD | |||||||
| PO BOX 13 | HARRODS CREEK | KY | 40027 | NONE | PC | OPERATING SUPPORT | $10,000 |
| TIPPING POINT | |||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | NONE | PC | OPERATING SUPPORT | $500 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | OPERATING SUPPORT | $1,250 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | OPERATING SUPPORT | $3,000 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | PROGRAM SUPPORT | $8,000 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | OPERATING SUPPORT | $830 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | PROGRAM SUPPORT | $30,550 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | PROGRAM SUPPORT | $9,400 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | PROGRAM SUPPORT | $11,550 |
| UC BERKELEY ART MUSEUM & PACIFIC FILM ARCHIVE (BAMPFA) | |||||||
| 2120 OXFORD STREET 2250 | BERKELEY | CA | 94720 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| UC BERKELEY ART MUSEUM & PACIFIC FILM ARCHIVE (BAMPFA) | |||||||
| 2120 OXFORD STREET 2250 | BERKELEY | CA | 94720 | NONE | PC | PROGRAM SUPPORT | $13,287 |
| UC DAVIS FOUNDATION | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | NONE | PC | PROGRAM SUPPORT | $16,382 |
| UC DAVIS FOUNDATION | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | NONE | PC | PROGRAM SUPPORT | $40,000 |
| UNIVERSITY OF LOUISVILLE FOUNDATION INC | |||||||
| 215 CENTRAL AVENUE SUITE 212 | LOUISVILLE | KY | 40208 | NONE | PC | PROGRAM SUPPORT | $6,700 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 S OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | PROGRAM SUPPORT | $138,750 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | PROGRAM SUPPORT | $11,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | PROGRAM SUPPORT | $170,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | PROGRAM SUPPORT | $5,539 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | PC | PROGRAM SUPPORT | $6,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | PC | PROGRAM SUPPORT | $50,000 |
| UPAYA ZEN CENTER | |||||||
| 1404 CERRO GORDO ROAD | SANTA FE | NM | 87501 | NONE | PC | OPERATING SUPPORT | $30,000 |
| UTAH MUSEUM OF CONTEMPORARY ART | |||||||
| 20 S WEST TEMPLE | SALT LAKE CITY | UT | 84101 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| WATERFRONT BOTANICAL GARDENS INC | |||||||
| PO BOX 5056 | LOUISVILLE | KY | 40255 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,288,515 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $304 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,606,312 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100,388 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,707,004 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,707,004 | TotalIncomeProducingActyAmt |
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 | CHRISTINA LEE BROWN 2012 CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ZSP LLC 333 EAST MAIN STREET SU | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,668,270 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION AND ACCOUNTING FEES | CategoryTxt |
| Amt | $8,004 | Amt |
| Net Investment Income | $4,002 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,002 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN-FORMAN CORP CL A (BFA) | $4,622 | $379,402 |
| BROWN-FORMAN CORP CL B (BFB) | $9,999,838 | $65,892,445 |
| PFIZER (PFE) | $3,018 | $5,915 |
| QUALCOMM INC (QCOM) | $3,376 | $6,325 |
| VISA INC (V) | $3,373 | $5,425 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISHARES CORE S&P 500 ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $131,835 | BookValueAmt |
| EOYFMV | $112,563 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $15 | $0 | $0 |
| LICENSES - SOFTWARE | $2,776 | $0 | $2,776 |
| BANK FEES | $33 | $0 | $0 |
| POSTAGE | $44 | $0 | $44 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $36,949 | $7,390 | $29,559 |
| INVESTMENT MANAGEMENT FEES | $714 | $714 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| OWSLEY BROWN II COCKAYNE FUND INC | ||||
| C/O ZSP LLC 333 EAST MAIN STREET | SUITE 401 | LOUISVILLE | KY | 40202 |
| ESTATE OF MARTIN SHALLENBERGER | ||||
| C/O PNC WEALTH MANAGEMENT 101 S | FIFTH STREET | LOUISVILLE | KY | 40202 |
| SARA SHALLENBERGER BROWN CHARITABLE LEAD ANNUITY TRUST | ||||
| C/O PNC WEALTH MANAGEMENT 101 S | FIFTH STREET | LOUISVILLE | KY | 40202 |
| SARA S BROWN DECEASED | ||||
| ASHBOURNE | HARRODS CREEK | KY | 40027 | |
| CHRISTINA LEE BROWN 2012 CHARITABLE LEAD ANNUITY TRUST | ||||
| C/O ZSP LLC 333 EAST MAIN STREET | SUITE 401 | LOUISVILLE | KY | 40202 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURRENT YEAR ESTIMATED EXCISE TAX PAYMENTS | CategoryTxt |
| Amt | $25,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |