BETA

INDIGO FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
INDIGO FOUNDATION INC (EIN 81-4600741)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-10
IRS object ID
202313149349100831
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)
Return2023-11-10T09:26:01-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271235638PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCM CPAS & ADVISORS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 S FIFTH STREET SUITE 2100AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814600741EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIGO FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone5024037006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14949 OLD BROWNSBORO RD 249AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLESLIE TAYLORPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5024037006PhoneNum
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLESLIEPersonFirstNm
Person LastTAYLORPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHERESA BATLINER CPAPreparerPersonNm
PTINP00543162PTIN
Phone5027491900PhoneNum
Preparation2023-11-08PreparationDt

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$31,906,005FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$350,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$679,370DividendsRevAndExpnssAmt
Dividends Net Invst Incm$662,098DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$356,498NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,407,595GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$33,801OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$28,325OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$706,673TotalRevAndExpnssAmt
Total Net Invst Incm$690,423TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,600CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,800CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,800CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,230AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$615AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$615AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$93,247OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$93,247OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$42,674TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,929TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,119OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$160OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$959OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$141,870TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$107,751TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,374TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,708,684ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,708,684ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,850,554TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$107,751TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,712,058TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,143,881ExcessRevenueOverExpensesAmt
Net Investment Income$582,672NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,975,561CashBOYAmt
Cash EOY$2,164,098CashEOYAmt
Cash EOYFMV$2,164,098CashEOYFMVAmt
Corporate Stock BOY$15,792,651CorporateStockBOYAmt
Corporate Stock EOY$14,307,600CorporateStockEOYAmt
Corporate Stock EOYFMV$17,931,831CorporateStockEOYFMVAmt
Corporate Bonds BOY$6,573,106CorporateBondsBOYAmt
Corporate Bonds EOY$8,734,797CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,500,876CorporateBondsEOYFMVAmt
Other Investments BOY$2,509,058OtherInvestmentsBOYAmt
Other Investments EOY$2,500,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,309,200OtherInvestmentsEOYFMVAmt
Total Assets BOY$28,850,376TotalAssetsBOYAmt
Total Assets EOY$27,706,495TotalAssetsEOYAmt
Total Assets EOYFMV$31,906,005TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$28,850,376RetainedEarningBOYAmt
Retained Earning EOY$27,706,495RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$28,850,376TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,706,495TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$28,850,376TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,706,495TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$28,850,376TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,143,881ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$27,706,495SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,706,495TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MARKETABLE SECURITESP$16,399,108$16,764,093-$364,985-$364,985
CAPITAL GAINS DIVIDENDSP$8,487$8,487$8,487
FieldValueIRS element (for citing)
Capital Gain Net Income-$356,498CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,099InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,099SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,099TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$19,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$11,501OverpaymentAmt
Applied To ES Tax$11,501AppliedToESTaxAmt
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 StateKYOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5024037066PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14949 OLD BROWNSBORO RD STE 249AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40222ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LESLIE TAYLOR
4949 OLD BROWNSBORO RD STE 249LOUISVILLEKY40222PRESIDENT1.00$0$0$0
VICKI BUSTER
4949 OLD BROWNSBORO RD STE 249LOUISVILLEKY40222VICE PRESIDENT1.00$0$0$0
LAURA FORBES
4949 OLD BROWNSBORO RD STE 249LOUISVILLEKY40222SECRETARY/TREASURER1.00$3,600$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$30,526,218AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,812,796AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$33,339,014TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$33,339,014AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$500,085CashDeemedCharitableAmt
Net Vl Noncharitable Assets$32,838,929NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,641,946MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,641,946MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,099TaxBasedOnInvestmentIncomeAmt
Total Tax$8,099TotalTaxAmt
Distributable Before Adj$1,633,847DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,633,847DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,633,847DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,712,058ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,712,058QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,633,847DistributableAsAdjustedAmt
Undistributed Income PY$1,675,120UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,712,058QualifyingDistributionsAmt
Applied To Year1$1,675,120AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$36,938AppliedToCurrentYearAmt
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$1,596,909UndistributedIncomeCYAmt
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 ManagerLESLIE TAYLORContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
21ST CENTURY PARKS ENDOWMENT INC
471 WEST MAIN STREET SUITE 202LOUISVILLEKY40202NONEPCHUMAN SERVICES$250,000
CABBAGE PATCH SETTLEMENT HOUSE
1413 S 6TH STLOUISVILLEKY40208NONEPCHUMAN SERVICES$25,000
DARE TO CARE
5803 FERN VALLEY RDLOUISVILLEKY40228NONEPCHUMAN SERVICES$50,000
NATIONAL PHILANTHROPIC TRUST (OPTIMUS FOUNDATION)
165 TOWNSHIP LINE RD SUITE 1000SAN FRANCISCOCA94104NONEPCHUMAN SERVICES$416,667
UNIVERSITY OF KENTUCKY
WILLIAM B STURGILL PHILANTHROPYLEXINGTONKY405060015NONEPCHUMAN SERVICES$250,000BLDG
FOUNDATION FOR APPALACHIAN KY
420 MAIN STHAZARDKY41701NONEPCHUMAN SERVICES$200,000
VOLUNTEERS OF AMERICA
570 SOUTH FOURTH STREET SUITE 100LOUISVILLEKY40202NONEPCHUMAN SERVICES$266,667
U-GO INITIATIVE
334 N RIOS AVESOLANA BEACHCA920741242NONEPCHUMAN SERVICES$250,000
DONOR'S FORUM
208 SOUTH LASALLE SUITE 1540CHICAGOIL60604NONEPCHUMAN SERVICES$350
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,708,684TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$679,370ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$356,498ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
NONDIVIDEND DISTRIBUTIONS14$5,476
MISCELLANEOUS INCOME14$28,325

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$356,673ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$356,673TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLESLIE TAYLORContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17001 US HIGHWAY 42AddressLine1Txt
CityLOUSIVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40241ZIPCd
FieldValueIRS element (for citing)
Total Contributions$350,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$1,230Amt
Net Investment Income$615NetInvestmentIncomeAmt
Disbursements Charitable Prps$615DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$8,734,797EOYBookValueAmt
EOYFMV$8,500,876EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK AND MUTUAL FUNDSStockNm
EOY Book Value$14,307,600EOYBookValueAmt
EOYFMV$17,931,831EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemREITSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,500,000BookValueAmt
EOYFMV$3,309,200EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE FEES$320$160$160
INSURANCE$799$0$799

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
NONDIVIDEND DISTRIBUTIONS$5,476$5,476
MISCELLANEOUS INCOME$28,325$28,325$28,325

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$93,247Amt
Net Investment Income$93,247NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$30,745$0$0
FOREIGN TAX EXPENSE$11,929$11,929$0

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