YOUNG FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG FAMILY FOUNDATION INC (EIN 46-5629306)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202521359349102877
- Schema version
- 2023v6.0
- 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
- Depreciation Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T10:29:59-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611388376 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J Morgan Nutt CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 Pounds Lane | AddressLine1Txt |
| City | Simpsonville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465629306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 5022250764 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 SHRADER LANE | AddressLine1Txt |
| City | LA GRANGE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA WARREN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5022250764 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J MORGAN NUTT | PreparerPersonNm |
| PTIN | P00111999 | PTIN |
| Phone | 5024919255 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,596,742 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $112 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $112 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144,328 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,328 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $35,647 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $35,198 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $180,087 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,440 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $35,198 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,248 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,525 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $58,723 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $85,554 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,555 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $4,278 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $72,721 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,300 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,300 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,310 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,655 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,655 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,440 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,646 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,794 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $846 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $771 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $51,102 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $51,102 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $149,689 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $149,689 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,373 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,373 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,506 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,506 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,261 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $19,261 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $409,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,756 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $55,380 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $319,793 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $409,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,756 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $55,380 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $319,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$229,842 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,684 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,321 | CashBOYAmt |
| Cash EOY | $14,226 | CashEOYAmt |
| Cash EOYFMV | $14,226 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $4,539 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,766 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,766 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land BOY | $2,233,991 | LandBOYAmt |
| Land EOY | $2,185,868 | LandEOYAmt |
| Land EOYFMV | $2,185,868 | LandEOYFMVAmt |
| Other Assets BOY | $4,228,579 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,118,260 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,390,882 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,552,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,324,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,596,742 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,574 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,092 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $6,874 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $248 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,448 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,340 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,543,982 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,319,780 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,543,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,319,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,552,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,324,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,543,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$229,842 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,640 | OtherIncreasesAmt |
| Subtotal | $6,319,780 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,319,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SCHWAB INVESTMENT ACCOUNT-PTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-07-01 | AcquiredDt |
| Sold | 2024-06-30 | SoldDt |
| Gross Sales Price | $456,768 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $551,672 | CostOrOtherBasisAmt |
| Gain Or Loss | -$94,904 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$94,904 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$94,904 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$94,904 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,525 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,525 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,525 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $47 | EsPenaltyAmt |
| Tax Due | $1,572 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J MORGAN NUTT CPA PSC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5024919255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 POUNDS LANE | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| RHONDA SCHLADAND | ||||||||
| 7101 SHRADER LANE | LA GRANGE | KY | 40031 | PRESIDENT | 2.00 | $2,625 | $0 | $0 |
| LAURA WARREN | ||||||||
| 7101 SHRADER LANE | LA GRANGE | KY | 40031 | DIRECTOR | 10.00 | $26,124 | $0 | $0 |
| JOYCE CRUM | ||||||||
| 7101 SHRADER LANE | LA GRANGE | KY | 40031 | SECRETARY | 5.00 | $34,249 | $0 | $0 |
| SHEILA TRUE | ||||||||
| 7101 SHRADER LANE | LA GRANGE | KY | 40031 | TREASURER | 2.00 | $2,250 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | YOUNG FAMILY FOUNDATION INC OWNS AND OPERATES A CENTER IN LAGRANGE, KY THAT FACILITATES COMPLEMENTARY, ALTERNATIVE AND INTEGRATIVE APPROACHES TO HEALING AND MAKES THE CTR AVAILABLE TO IND.& NON PROFIT 501(C)(3) ORG WHO ARE ENGAGED IN AND SUPPORT APPROACHES TO HEALING AND MAKES THE CTR AVAILABLE TO IND.& NON PROFIT 501(C)(3) ORG WHO ARE ENGAGED IN AND SUPPORT | Description1Txt |
| Expenses1 | $319,793 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,390,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,390,882 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,390,882 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,325,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $216,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $319,793 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $319,793 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $319,793 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $319,793 | RemainingDistriFromCorpusAmt |
| Total Corpus | $319,793 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $319,793 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $319,793 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $7,793 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $7,793 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $6,624 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $6,624 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $319,793 | CurrentYearAmt |
| Year1 | $295,688 | Year1Amt |
| Year2 | $180,293 | Year2Amt |
| Year3 | $178,800 | Year3Amt |
| Total | $974,574 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $319,793 | CurrentYearAmt |
| Year1 | $295,688 | Year1Amt |
| Year2 | $180,293 | Year2Amt |
| Year3 | $178,800 | Year3Amt |
| Total | $974,574 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $216,251 | CurrentYearAmt |
| Year1 | $208,258 | Year1Amt |
| Year2 | $155,898 | Year2Amt |
| Year3 | $152,802 | Year3Amt |
| Total | $733,209 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FACILITY USE FEE | Desc |
| Related Or Exempt Function Incm | $35,198 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $112 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,328 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $144,328 | ExclusionAmt |
| Related Or Exempt Function Incm | $35,310 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,638 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | The facility use fee is a below market value charged to individuals & |
| 1A | Non profits that support complimentary, alternative and integrative |
| 1A | approaches to healing. All renters are vetted by the board using a |
| 1A | specific set of criteria. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (37 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LAND | 2014-08-09 | $688,786 | $0 | NONE | 0.000000000000 | $0 |
| LAND IMPROVEMENTS | 2015-07-27 | $1,578 | $0 | NONE | 0.000000000000 | $0 |
| LAND IMPROVEMENTS | 2015-09-18 | $8,873 | $0 | NONE | 0.000000000000 | $0 |
| LAND IMPROVEMENTS | 2015-12-17 | $7,960 | $0 | NONE | 0.000000000000 | $0 |
| DEMO & LAND IMPROVEMENTS | 2016-02-02 | $3,250 | $0 | NONE | 0.000000000000 | $0 |
| LAND IMPROVEMENTS | 2016-03-16 | $2,630 | $0 | NONE | 0.000000000000 | $0 |
| PARKING LOT | 2016-05-31 | $6,820 | $0 | NONE | 0.000000000000 | $0 |
| LAND IMPROVEMENTS | 2015-06-12 | $2,100 | $0 | NONE | 0.000000000000 | $0 |
| LAND IMPROVEMENTS | 2016-07-07 | $5,497 | $0 | NONE | 0.000000000000 | $0 |
| LAND IMPROVEMENTS | 2016-09-22 | $8,755 | $0 | NONE | 0.000000000000 | $0 |
| LABYRINTH | 2019-01-19 | $3,034 | $0 | NONE | 0.000000000000 | $0 |
| BUILDING | 2014-08-09 | $1,818,214 | $372,968 | SL | 39.000000000000 | $47,975 |
| DOOR & WINDOW IMPROVEMENTS | 2015-09-17 | $6,590 | $845 | SL | 39.000000000000 | $184 |
| GUTTERS | 2017-05-22 | $5,229 | $670 | SL | 39.000000000000 | $139 |
| CONCRETE BARN FLOOR | 2017-09-29 | $4,944 | $634 | SL | 39.000000000000 | $130 |
| IMPROVEMENT ELEVATOR | 2019-11-27 | $1,100 | $102 | SL | 39.000000000000 | $28 |
| IMPROVEMENT ROOF | 2020-02-11 | $8,760 | $759 | SL | 39.000000000000 | $225 |
| BUILDING IMPROVEMENTS | 2021-02-01 | $9,414 | $573 | SL | 39.000000000000 | $241 |
| 5 WIREPATH WPS 100 8-CHANNEL | 2015-01-19 | $3,026 | $3,026 | 200DB | 5.000000000000 | $0 |
| WIREPATH WPS 100 8 CHANNEL | 2015-03-19 | $1,535 | $1,535 | 200DB | 5.000000000000 | $0 |
| LAPTOP | 2017-06-02 | $1,999 | $1,999 | 200DB | 5.000000000000 | $0 |
| 2005 POLARIS | 2019-09-04 | $4,500 | $4,500 | 200DB | 5.000000000000 | $0 |
| SOLAR PANELS | 2022-05-31 | $2,500 | $2,500 | 200DB | 7.000000000000 | $0 |
| SECURITY CAMERAS & REMOTE | 2022-06-07 | $3,014 | $3,014 | 200DB | 5.000000000000 | $0 |
| LAZYBOY SLEEPERS | 2015-07-03 | $21,173 | $19,956 | 200DB | 7.000000000000 | $1,217 |
| 6 DINING TABLE | 2015-08-04 | $715 | $674 | 200DB | 7.000000000000 | $41 |
| 6 DINING TABLE | 2015-08-04 | $715 | $674 | 200DB | 7.000000000000 | $41 |
| 6 BENCH | 2015-08-04 | $752 | $709 | 200DB | 7.000000000000 | $43 |
| TELEVISION | 2015-06-21 | $600 | $600 | 200DB | 7.000000000000 | $0 |
| FIREPROOF CABINET | 2016-07-11 | $2,000 | $1,738 | 200DB | 7.000000000000 | $262 |
| DESK | 2016-10-24 | $596 | $519 | 200DB | 7.000000000000 | $77 |
| MATTRESSES | 2019-02-26 | $750 | $650 | SL | 5.000000000000 | $100 |
| BLINDS | 2019-06-28 | $1,220 | $1,219 | 200DB | 5.000000000000 | $1 |
| SECURITY CAMERAS & REMOTE | 2023-01-03 | $2,878 | $2,878 | 200DB | 5.000000000000 | $0 |
| BLDG IMPROVEMENTS - ENTRY | 2023-01-10 | $7,754 | $91 | SL | 39.000000000000 | $199 |
| BLDG IMPROVEMENTS - ENTRY | 2022-07-25 | $7,754 | $191 | SL | 39.000000000000 | $199 |
| LAND IMPROVEMENTS | 2024-06-28 | $4,664 | $0 | NONE | 0.000000000000 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB 7609-9579 ,PTS | $4,162,560 | $4,056,051 | $4,328,673 |
| CHARLES SCHWAB 5976-9461 | $55,655 | $51,845 | $51,845 |
| COLLECTIBELS - ART. ANTIQUES, | $10,364 | $10,364 | $10,364 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHGS | $87 | $87 |
| DUES & SUB | $156 | $156 |
| INSURANCE | $9,627 | $9,627 |
| MARKETING | $9,391 | $9,391 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| VENDOR COMPENSATION FROM TAX COLLECTIONS | $449 | |
| FACILITY USE FEE | $35,198 | $35,198 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPRECIATION ADJ | Desc |
| Amt | $5,640 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| RENTAL DEPOSITS | $6,870 | $545 |
| SALES TAX PAYABLE | $4 | $1,045 |
| KY TRANSIENT TAX | -$314 | |
| OLDHAM CTY TRANS TAX | -$1,172 | |
| OLDHAM CTY DEPT OF REV | $144 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LIC | $75 | $75 | |
| SALES TAX | $709 | $709 | |
| TRANSIENT TAX | $62 | $62 |
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