MCREYNOLDS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MCREYNOLDS FOUNDATION INC (EIN 83-2965347)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-26
- IRS object ID
- 202342999349100324
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-26T13:06:33-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCM CPAS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S FIFTH STREET SUITE 2100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832965347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCREYNOLDS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCRE | BusinessNameControlTxt |
| Phone | 5025007317 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 E WITHERSPOON ST UNIT 1005 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT MCREYNOLDS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5025007317 | PhoneNum |
| Signature | 2023-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | MCREYNOLDS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS T COYLE CPA | PreparerPersonNm |
| PTIN | P00468141 | PTIN |
| Phone | 5027491900 | PhoneNum |
| Preparation | 2023-10-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $4,552,543 | 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 | $3,030,674 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $46 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,689 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $391,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,921,051 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $391,701 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,742 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,461,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $429,436 | 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 | $3,265 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,633 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,632 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,696 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,638 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $261,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,189,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $421,201 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $142,073 | CashBOYAmt |
| Cash EOY | $39,860 | CashEOYAmt |
| Cash EOYFMV | $39,860 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,305,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,447,749 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,512,683 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,447,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,487,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,552,543 | 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 | $1,447,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,487,609 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,447,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,487,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,447,454 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,487,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,447,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,189,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,636,964 | SubtotalAmt |
| Other Decreases | $149,355 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,487,609 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,921,051 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,529,350 | CostOrOtherBasisAmt |
| Gain Or Loss | $391,701 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $391,701 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $391,701 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,855 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,855 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,855 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,132 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,132 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $46 | EsPenaltyAmt |
| Tax Due | $769 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5025007317 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 E WITHERSPOON ST UNIT 1005 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOTT MCREYNOLDS | ||||||||
| 222 E WITHERSPOON ST UNIT 1005 | LOUISVILLE | KY | 40202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER MCREYNOLDS | ||||||||
| 222 E WITHERSPOON ST UNIT 1005 | LOUISVILLE | KY | 40202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRANDON MCREYNOLDS | ||||||||
| 222 E WITHERSPOON ST UNIT 1005 | LOUISVILLE | KY | 40202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARA MILLER | ||||||||
| 222 E WITHERSPOON ST UNIT 1005 | LOUISVILLE | KY | 40202 | DIRECTOR | 1.00 | $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 | $1,709,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,783,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,783,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,756,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,839 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,839 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,855 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,855 | TotalTaxAmt |
| Distributable Before Adj | $81,984 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,984 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,984 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $261,638 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $261,638 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,984 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $394,491 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $394,491 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $261,638 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,984 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $179,654 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $574,145 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $574,145 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $394,491 | ExcessFromYear3Amt |
| Excess From Current Year | $179,654 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT MCREYNOLDS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LOUISVILLE GIRLS LEADERSHIP | |||||||
| 735 LAMPTON STREET | LOUISVILLE | KY | 40203 | NONE | PC | TO SUPPORT GIRLS IN LOUISVILLE THROUGH EDUCATION AND ADVOCACY | $45,000 |
| LOUISVILLE URBAN LEAGUE | |||||||
| 1535 W BROADWAY | LOUISVILLE | KY | 40203 | NONE | PC | TO SUPPORT THE LOUISVILLE URBAN LEAGUE | $150,000 |
| BLACK LOVE | |||||||
| 334 E BROADWAY | LOUISVILLE | KY | 40204 | NONE | PC | TO SUPPORT GUIDANCE AND LEADERSHIP OF BLACK LEADERS AND PHILANTHROPIC PARTNERS | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,000 | 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 | $46 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,820 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $391,701 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Related Or Exempt Function Incm | $1,742 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $429,567 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,742 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $431,309 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | TAX REFUND | RelationshipStatementTxt |
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 Person | SCOTT AND JENNIFER MCREYNOLDS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 E WITHERSPOON ST UNIT 1005 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,030,674 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (85 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 133 SHARES OF 3M COMPANY | $15,949 | 2022-12-30 |
| 1 | 393 SHARES OF ALTRIA GROUP INC | $17,964 | 2022-12-30 |
| 1 | 1178 SHARES OF AT&T INC | $21,687 | 2022-12-30 |
| 1 | 723 SHARES OF BCE INC | $31,776 | 2022-12-30 |
| 1 | 61 SHARES OF BROADCOM INC | $34,107 | 2022-12-30 |
| 1 | 156 SHARES OF CHUBB LTD | $34,414 | 2022-12-30 |
| 1 | 530 SHARES OF CISCO SYSTEMS INC COM | $25,249 | 2022-12-30 |
| 1 | 517 SHARES OF CITIGROUP INC COM NEW | $23,384 | 2022-12-30 |
| 1 | 583 SHARES OF COMCAST CORP NEW CL A | $20,388 | 2022-12-30 |
| 1 | 2 SHARES OF COMM SERVICES SELECT | $96 | 2022-12-30 |
| 1 | 78 SHARES OF DIAGEO PLC SPSD ADR NEW | $13,899 | 2022-12-30 |
| 1 | 403 SHARES OF DOW INC REG | $20,307 | 2022-12-30 |
| 1 | 298 SHARES OF DUKE ENERGY CORP NEW | $30,691 | 2022-12-30 |
| 1 | 30428 SHARES OF FEDERATED HERMES GOVT | $30,428 | 2022-12-30 |
| 1 | 248 SHARES OF FIDELITY MSCI UTILITIES | $11,304 | 2022-12-30 |
| 1 | 102 SHARES OF GENL DYNAMICS CORP COM | $25,307 | 2022-12-30 |
| 1 | 157 SHARES OF GENUINE PARTS CO | $27,241 | 2022-12-30 |
| 1 | 4 SHARES OF GLOBAL X FUNDS SHS US | $106 | 2022-12-30 |
| 1 | 164 SHARES OF HEALTH CARE SELECT SPDR | $22,279 | 2022-12-30 |
| 1 | 1039 SHARES OF HEALTHPEAK PPTYS INC | $26,048 | 2022-12-30 |
| 1 | 51 SHARES OF ISHARES 10-20 YEAR | $5,517 | 2022-12-30 |
| 1 | 64 SHARES OF ISHARES 1-3 YEAR | $5,195 | 2022-12-30 |
| 1 | 200 SHARES OF ISHARES 20+ YEAR | $19,912 | 2022-12-30 |
| 1 | 25 SHARES OF ISHARES BIOTECHNOLOGY | $3,282 | 2022-12-30 |
| 1 | 188 SHARES OF ISHARES IBOXX $ | $19,821 | 2022-12-30 |
| 1 | 80 SHARES OF ISHARES IBOXX$ HIGH YIEL | $5,890 | 2022-12-30 |
| 1 | 2681 SHARES OF ISHARES INC CORE MSCI | $125,203 | 2022-12-30 |
| 1 | 205 SHARES OF ISHARES MBS ETF | $19,014 | 2022-12-30 |
| 1 | 1297 SHARES OF ISHARES MSCI EAFE | $85,135 | 2022-12-30 |
| 1 | 1541 SHARES OF ISHARES MSCI EMERGING | $58,404 | 2022-12-30 |
| 1 | 73 SHARES OF ISHARES RS 2000 GROWTH | $15,660 | 2022-12-30 |
| 1 | 138 SHARES OF ISHARES RS 2000 VALUE | $19,136 | 2022-12-30 |
| 1 | 1632 SHARES OF ISHARES RUSSELL 1000 | $247,493 | 2022-12-30 |
| 1 | 51 SHARES OF ISHARES TR | $1,849 | 2022-12-30 |
| 1 | 4205 SHARES OF ISHARES TR CORE MSCI EAF | $259,196 | 2022-12-30 |
| 1 | 247 SHARES OF ISHARES TR ISHARES 5-10 | $12,229 | 2022-12-30 |
| 1 | 45 SHARES OF ISHARES U.S. REAL ESTATE | $3,789 | 2022-12-30 |
| 1 | 1 SHARES OF ISHARES U.S. REGIONAL | $48 | 2022-12-30 |
| 1 | 426 SHARES OF ISHARES U.S. TECHNOLOGY | $31,733 | 2022-12-30 |
| 1 | 393 SHARES OF ISHARES US CONSUMER | $22,385 | 2022-12-30 |
| 1 | 197 SHARES OF JOHNSON AND JOHNSON COM | $34,800 | 2022-12-30 |
| 1 | 531 SHARES OF JOHNSON CONTROLS INTER | $33,984 | 2022-12-30 |
| 1 | 283 SHARES OF JPMORGAN CHASE & CO | $37,950 | 2022-12-30 |
| 1 | 209 SHARES OF KIMBERLY CLARK | $28,372 | 2022-12-30 |
| 1 | 95 SHARES OF LOWE'S COMPANIES INC | $18,928 | 2022-12-30 |
| 1 | 31 SHARES OF MATERIALS SELECT SECTOR | $2,408 | 2022-12-30 |
| 1 | 262 SHARES OF MERCK AND CO INC SHS | $29,069 | 2022-12-30 |
| 1 | 43 SHARES OF MICROSOFT CORP | $10,312 | 2022-12-30 |
| 1 | 368 SHARES OF MORGAN STANLEY | $31,287 | 2022-12-30 |
| 1 | 428 SHARES OF NEXTERA ENERGY INC SHS | $35,781 | 2022-12-30 |
| 1 | 381 SHARES OF NOVARTIS ADR | $34,564 | 2022-12-30 |
| 1 | 87 SHARES OF PACER DATA & INFRA | $2,525 | 2022-12-30 |
| 1 | 572 SHARES OF PFIZER INC | $29,309 | 2022-12-30 |
| 1 | 358 SHARES OF PHILIP MORRIS INTL INC | $36,233 | 2022-12-30 |
| 1 | 280 SHARES OF RAYTHEON TECHNOLOGIES | $28,258 | 2022-12-30 |
| 1 | 116 SHARES OF REAL ESTATE SELECT | $4,284 | 2022-12-30 |
| 1 | 1295 SHARES OF SCHWAB SHORT-TERM U.S. | $62,471 | 2022-12-30 |
| 1 | 189 SHARES OF SECTOR SPDR CONSMRS STPL | $14,090 | 2022-12-30 |
| 1 | 88 SHARES OF SECTOR SPDR ENERGY | $7,697 | 2022-12-30 |
| 1 | 91 SHARES OF SECTOR SPDR INDUSTRIAL | $8,937 | 2022-12-30 |
| 1 | 432 SHARES OF SIEMENS AG ADR | $29,717 | 2022-12-30 |
| 1 | 62 SHARES OF SPDR KBW REGIONAL BANKIN | $3,642 | 2022-12-30 |
| 1 | 205 SHARES OF SPDR PORTFOLIO SHORT TER | $6,023 | 2022-12-30 |
| 1 | 780 SHARES OF SPDR US FINANCIAL SECTOR | $26,676 | 2022-12-30 |
| 1 | 82 SHARES OF TRAVELERS CO INC | $15,374 | 2022-12-30 |
| 1 | 540 SHARES OF UNILEVER PLC NEW ADR | $27,189 | 2022-12-30 |
| 1 | 121 SHARES OF UNITED PARCEL SVC CL B | $21,035 | 2022-12-30 |
| 1 | 237 SHARES OF VANECK FALLEN ANGEL | $6,404 | 2022-12-30 |
| 1 | 24 SHARES OF VANECK SEMICONDUCTOR | $4,871 | 2022-12-30 |
| 1 | 203 SHARES OF VANGUARD COMMUNICATION | $16,697 | 2022-12-30 |
| 1 | 22 SHARES OF VANGUARD CONSUMER | $4,215 | 2022-12-30 |
| 1 | 57 SHARES OF VANGUARD ENERGY ETF | $6,913 | 2022-12-30 |
| 1 | 6 SHARES OF VANGUARD FINANCIALS ETF | $496 | 2022-12-30 |
| 1 | 6 SHARES OF VANGUARD GROWTH ETF | $1,279 | 2022-12-30 |
| 1 | 46 SHARES OF VANGUARD HEALTH CARE ETF | $11,410 | 2022-12-30 |
| 1 | 45 SHARES OF VANGUARD INDUSTRIAL ETF | $8,219 | 2022-12-30 |
| 1 | 106 SHARES OF VANGUARD INFORMATION | $33,857 | 2022-12-30 |
| 1 | 84 SHARES OF VANGUARD INTRMDIATE-TERM | $6,511 | 2022-12-30 |
| 1 | 11 SHARES OF VANGUARD MATERIALS ETF | $1,872 | 2022-12-30 |
| 1 | 8043 SHARES OF VANGUARD RUSSELL 1000 ET | $443,330 | 2022-12-30 |
| 1 | 199 SHARES OF VANGUARD SMALL CAP | $39,907 | 2022-12-30 |
| 1 | 237 SHARES OF VANGUARD SMALL CAP VALUE | $37,636 | 2022-12-30 |
| 1 | 386 SHARES OF VANGUARD TOTAL INTERNATL | $18,308 | 2022-12-30 |
| 1 | 2622 SHARES OF VANGUARD VALUE ETF | $368,050 | 2022-12-30 |
| 1 | 186 SHARES OF XTRACKERS USD HIGH YIELD | $6,269 | 2022-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,265 | Amt |
| Net Investment Income | $1,633 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,632 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK & MUTUAL FUNDS | StockNm |
| EOY Book Value | $4,447,749 | EOYBookValueAmt |
| EOYFMV | $4,512,683 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENTS COST BASIS ADJUSTMENT | $408 |
| UNREALIZED GAIN (LOSS) ON DONATED STOCK | $148,947 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,742 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,742 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHOLDING | $96 | $96 | $0 |
| EXCISE TAX EXPENSE | $2,600 | $0 | $0 |
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