STOCK YARDS BANK FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STOCK YARDS BANK FOUNDATION INC (EIN 61-1380342)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202343189349100204
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T23:00:36-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 611380342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCK YARDS BANK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOC | BusinessNameControlTxt |
| Phone | 5026252282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 34290 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402324290 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA WALTERS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5026252282 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA S GIKAS | PreparerPersonNm |
| PTIN | P01451693 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $1,829,867 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $526,782 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $37,543 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$89,996 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,427,424 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $474,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,543 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,287 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $572 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,037 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $371,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,971 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,588 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,466 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,466 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,292,549 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,706,462 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,788,401 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,377,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,747,928 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,829,867 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,377,137 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,747,928 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,377,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,747,928 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,377,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,747,928 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,377,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $371,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,748,429 | SubtotalAmt |
| Other Decreases | $501 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,747,928 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (104 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 18.541 COHEN & STEERS REAL ESTATE SECURITIES FU | 2020-03-13 | 2022-01-07 | $393 | $281 | $112 | $112 | |
| 84.78 J P MORGAN EQUITY INCOME FUND CL I | 2021-06-28 | 2022-01-07 | $2,049 | $1,924 | $125 | $125 | |
| 201.497 J P MORGAN EQUITY INCOME FUND CL I | 2020-12-21 | 2022-01-07 | $4,870 | $3,845 | $1,025 | $1,025 | |
| 406.982 INVESCO DEVELOPING MARKETS FUND Y | 2022-01-07 | 2022-03-24 | $16,133 | $21,786 | -$5,653 | -$5,653 | |
| 285.756 INVESCO INTERNATIONAL SMALL MID COMPANY | 2022-03-07 | 2022-03-24 | $13,319 | $14,006 | -$687 | -$687 | |
| 92.479 INVESCO INTERNATIONAL SMALL MID COMPANY | 2019-06-10 | 2022-03-24 | $4,310 | $4,180 | $130 | $130 | |
| 30.01 CARILLON SCOUT MID CAP FUND | 2021-06-28 | 2022-03-24 | $728 | $796 | -$68 | -$68 | |
| 12.529 JOHN HANCOCK SMALL CAP CORE FUND I | 2021-11-08 | 2022-03-24 | $208 | $247 | -$39 | -$39 | |
| 10.847 J P MORGAN MID CAP EQUITY FUND | 2022-01-07 | 2022-03-24 | $632 | $676 | -$44 | -$44 | |
| 4.379 MFS NEW DISCOVERY VALUE FUND | 2022-01-07 | 2022-03-24 | $88 | $91 | -$3 | -$3 | |
| 740.459 MFS RESEARCH INTERNATIONAL FUND CL I | 2022-03-07 | 2022-03-24 | $17,031 | $17,016 | $15 | $15 | |
| 451.673 MFS RESEARCH INTERNATIONAL FUND CL I | 2020-12-21 | 2022-03-24 | $10,388 | $10,099 | $289 | $289 | |
| 1552.75 T ROWE PRICE OVERSEAS STOCK FUND I | 2022-03-07 | 2022-03-24 | $19,378 | $18,948 | $430 | $430 | |
| 693.159 T ROWE PRICE OVERSEAS STOCK FUND I | 2020-12-21 | 2022-03-24 | $8,651 | $8,117 | $534 | $534 | |
| 7483.639 BAIRD CORE PLUS BOND FUND | 2022-03-24 | 2022-05-20 | $78,279 | $85,360 | -$7,081 | -$7,081 | |
| 10673.997 BAIRD CORE PLUS BOND FUND | 2020-12-21 | 2022-05-20 | $111,650 | $123,574 | -$11,924 | -$11,924 | |
| 7764.091 BLACKROCK TOTAL RETURN FUND | 2022-03-24 | 2022-05-20 | $81,834 | $89,556 | -$7,722 | -$7,722 | |
| 10228.73 BLACKROCK TOTAL RETURN FUND | 2020-12-21 | 2022-05-20 | $107,811 | $122,642 | -$14,831 | -$14,831 | |
| 7896.967 FEDERATED HERMES TOTAL RETURN BOND FUND | 2022-03-24 | 2022-05-20 | $79,443 | $86,409 | -$6,966 | -$6,966 | |
| 11004.801 FEDERATED HERMES TOTAL RETURN BOND FUND | 2020-12-21 | 2022-05-20 | $110,708 | $122,813 | -$12,105 | -$12,105 | |
| 1179.323 INVESCO DEVELOPING MARKETS FUND Y | 2022-03-07 | 2022-06-27 | $42,031 | $45,160 | -$3,129 | -$3,129 | |
| 1469.46 INVESCO DEVELOPING MARKETS FUND Y | 2020-03-13 | 2022-06-27 | $52,372 | $61,902 | -$9,530 | -$9,530 | |
| 326.29 INVESCO INTERNATIONAL SMALL MID COMPANY | 2022-03-07 | 2022-06-27 | $12,608 | $14,004 | -$1,396 | -$1,396 | |
| 626.72 INVESCO INTERNATIONAL SMALL MID COMPANY | 2020-03-13 | 2022-06-27 | $24,216 | $26,117 | -$1,901 | -$1,901 | |
| 17548.209 BAIRD ULTRA SHORT BOND FUND I | 2022-05-20 | 2022-06-27 | $174,956 | $175,307 | -$351 | -$351 | |
| 500.298 CARILLON SCOUT MID CAP FUND | 2022-03-07 | 2022-06-27 | $10,401 | $11,718 | -$1,317 | -$1,317 | |
| 22183.63 DODGE & COX INCOME FUND | 2022-05-20 | 2022-06-27 | $277,295 | $283,950 | -$6,655 | -$6,655 | |
| 317.211 JOHN HANCOCK SMALL CAP CORE FUND I | 2021-11-08 | 2022-06-27 | $4,492 | $6,255 | -$1,763 | -$1,763 | |
| 133.706 J P MORGAN MID CAP EQUITY FUND | 2022-03-07 | 2022-06-27 | $6,795 | $7,691 | -$896 | -$896 | |
| 94.786 J P MORGAN MID CAP EQUITY FUND | 2020-12-21 | 2022-06-27 | $4,817 | $5,214 | -$397 | -$397 | |
| 352.135 MFS NEW DISCOVERY VALUE FUND | 2022-03-07 | 2022-06-27 | $6,353 | $6,877 | -$524 | -$524 | |
| 911.204 MFS RESEARCH INTERNATIONAL FUND CL I | 2022-03-07 | 2022-06-27 | $18,707 | $19,245 | -$538 | -$538 | |
| 1544.093 T ROWE PRICE OVERSEAS STOCK FUND I | 2022-03-07 | 2022-06-27 | $16,846 | $17,649 | -$803 | -$803 | |
| 40.811 GQG PARTNERS EMERGING MARKETS EQUITY FUN | 2022-06-27 | 2022-09-27 | $528 | $575 | -$47 | -$47 | |
| 30.608 BAILLIE GIFFORD EMERGING MARKETS EQUITIE | 2022-06-27 | 2022-09-27 | $501 | $576 | -$75 | -$75 | |
| 153.792 BAIRD ULTRA SHORT BOND FUND I | 2022-05-20 | 2022-09-27 | $1,532 | $1,536 | -$4 | -$4 | |
| 227.554 BAIRD CORE PLUS BOND FUND | 2022-06-27 | 2022-09-27 | $2,200 | $2,314 | -$114 | -$114 | |
| 32.301 CARILLON SCOUT MID CAP FUND | 2022-03-07 | 2022-09-27 | $613 | $734 | -$121 | -$121 | |
| 21.563 COHEN & STEERS REAL ESTATE SECURITIES FU | 2022-03-24 | 2022-09-27 | $327 | $433 | -$106 | -$106 | |
| 234.973 FEDERATED HERMES TOTAL RETURN BOND FUND | 2022-06-27 | 2022-09-27 | $2,199 | $2,310 | -$111 | -$111 | |
| 33.76 JOHN HANCOCK SMALL CAP CORE FUND I | 2021-11-08 | 2022-09-27 | $437 | $666 | -$229 | -$229 | |
| 13.225 J P MORGAN MID CAP EQUITY FUND | 2022-03-07 | 2022-09-27 | $630 | $721 | -$91 | -$91 | |
| 315.331 J P MORGAN EQUITY INCOME FUND CL I | 2022-03-24 | 2022-09-27 | $6,508 | $7,543 | -$1,035 | -$1,035 | |
| 26.856 MFS NEW DISCOVERY VALUE FUND | 2022-03-07 | 2022-09-27 | $420 | $509 | -$89 | -$89 | |
| 56.202 MFS RESEARCH INTERNATIONAL FUND CL I | 2022-03-07 | 2022-09-27 | $1,011 | $1,187 | -$176 | -$176 | |
| 42.82 MFS GROWTH FUND | 2022-01-07 | 2022-09-27 | $5,600 | $7,846 | -$2,246 | -$2,246 | |
| 144.107 PIMCO INCOME FUND | 2022-06-27 | 2022-09-27 | $1,483 | $1,533 | -$50 | -$50 | |
| 105.619 T ROWE PRICE OVERSEAS STOCK FUND I | 2022-03-07 | 2022-09-27 | $1,011 | $1,207 | -$196 | -$196 | |
| 2510.041 BAIRD ULTRA SHORT BOND FUND I | 2022-05-20 | 2022-10-10 | $25,000 | $25,075 | -$75 | -$75 | |
| 603.015 BAIRD ULTRA SHORT BOND FUND I | 2022-05-20 | 2022-11-07 | $6,000 | $6,024 | -$24 | -$24 | |
| 893.032 JOHN HANCOCK SMALL CAP CORE FUND I | 2022-03-07 | 2022-11-21 | $12,708 | $14,265 | -$1,557 | -$1,557 | |
| 1466.092 JOHN HANCOCK SMALL CAP CORE FUND I | 2021-11-08 | 2022-11-21 | $20,862 | $28,911 | -$8,049 | -$8,049 | |
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,062 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$89,996 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $514 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $514 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $514 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $646 | OverpaymentAmt |
| Applied To ES Tax | $516 | AppliedToESTaxAmt |
| Refund | $130 | RefundAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCK YARDS BANK & TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5026252282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 34290 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402324290 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID P HEINTZMAN | ||||||
| 1040 EAST MAIN ST | LOUISVILLE | KY | 40206 | PRESIDENT | 1 | $0 |
| NANCY B DAVIS | ||||||
| 1040 EAST MAIN ST | LOUISVILLE | KY | 40206 | SECR/TREAS | 1 | $0 |
| KATHY C THOMPSON | ||||||
| 1040 EAST MAIN ST | LOUISVILLE | KY | 40206 | DIRECTOR | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,829,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,923,799 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,923,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,894,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $514 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $514 | TotalTaxAmt |
| Distributable Before Adj | $94,233 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,233 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,233 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $100,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,233 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $165,880 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $165,880 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,233 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,517 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $172,397 | 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 | $165,880 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,517 | 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 | $6,517 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST END SCHOOL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3628 VIRGINIA AVE | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$89,996 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$52,453 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$52,453 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
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 | STOCK YARDS BANK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 34290 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $526,782 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $501 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $555 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,160 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $506 | $506 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $66 | $66 | $0 |
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