MANNING FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MANNING FOUNDATION INC (EIN 83-2967695)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-01-20
- IRS object ID
- 202210209349100601
- Schema version
- 2020v4.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-20T11:12:03-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611036216 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM S WETTERER & CO PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3042 BRECKENRIDGE LN | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402202102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832967695 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MANNING FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O WETTERER & CO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MANN | BusinessNameControlTxt |
| Phone | 5024915550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9700 ORMSBY STATION ROAD SUITE 101 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E DANIEL CLIFT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5024915550 | PhoneNum |
| Signature | 2022-01-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | E DANIEL | PersonFirstNm |
| Person Last | CLIFT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J BECK CPA | PreparerPersonNm |
| PTIN | P01067362 | PTIN |
| Phone | 5024915550 | PhoneNum |
| Preparation | 2022-01-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,177,665 | 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 | $616,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $650,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,049 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $138,351 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $138,351 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $826,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,458 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $138,351 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $10,670 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $10,670 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,128 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,128 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,128 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,179 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,198 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $24,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,128 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,248 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,128 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,248 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $787,184 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,330 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $138,351 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,497 | CashBOYAmt |
| Cash EOY | $24,095 | CashEOYAmt |
| Cash EOYFMV | $24,095 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $276,463 | SavAndTempCashInvstBOYAmt |
| Corporate Stock EOY | $1,153,570 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,153,570 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $288,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,177,665 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,177,665 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,196 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $6,196 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $282,764 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,177,665 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $282,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,177,665 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $288,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,177,665 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $282,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $787,184 | ExcessRevenueOverExpensesAmt |
| Other Increases | $107,717 | OtherIncreasesAmt |
| Subtotal | $1,177,665 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,177,665 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2201 EVERGREEN RD | D | 2020-11-23 | 2021-04-02 | $552,500 | $506,558 | $45,942 | $45,942 |
| LAND | D | 2020-11-23 | 2021-04-02 | $97,500 | $89,393 | $8,107 | $8,107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,049 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $54,049 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $978 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $978 | SubtotalAmt |
| Tax Based On Investment Income | $978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $978 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $978 | TotalPaymentsAndCreditsAmt |
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 | Yes (true) | 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 | WETTERER & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5024915550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9700 ORMSBY STATION ROAD | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CYNTHIA L MANNING | |||||||||
| 9700 ORMSBY STATION ROAD | C/O WETTERER CO | LOUISVILLE | KY | 40223 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOHN S LUEKEN | |||||||||
| 3500 PNC TOWER | 101 SOUTH FIFTH STREET | LOUISVILLE | KY | 40202 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARY K CLIFT | |||||||||
| 9700 ORMSBY STATION ROAD | LOUISVILLE | KY | 40223 | TREASURER | 1.00 | $0 | $0 | $0 | |
| BRICE WESTHUSING | |||||||||
| 9700 ORMSBY STATION ROAD | LOUISVILLE | KY | 40223 | VICE PRESIDE | 1.00 | $0 | $0 | $0 | |
| E DANIEL CLIFT | |||||||||
| 9700 ORMSBY STATION ROAD | LOUISIVLLE | KY | 40223 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $740,435 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $757,864 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $757,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,368 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $746,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $978 | TotalTaxAmt |
| Distributable Before Adj | $36,347 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,347 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,347 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,248 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,248 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $28,248 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,347 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,572 | UndistributedIncomePYAmt |
| Qualifying Distributions | $28,248 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,572 | AppliedToYear1Amt |
| Applied To Current Year | $23,676 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $12,671 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CYNTHIA MANNING | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| HILDEGARD HOUSE | |||||
| 114 ADAMS STREET | LOUISVILLE | KY | 40206 | CONTRIBUTIONS TO NON-PROFIT | $5,000 |
| LITTLE SISTERS OF THE POOR | |||||
| 15 AUDUBON PLAZA DR | LOUISVILLE | KY | 40217 | CONTRIBUTIONS TO NON-PROFIT | $3,250 |
| MARYHURST | |||||
| 5227 BARDSTOWN RD | LOUISVILLE | KY | 40291 | CONTRIBUTIONS TO NON-PROFIT | $3,250 |
| RE-CENTER MINISTRIES INC | |||||
| 733 E JEFFERSON ST | LOUISVILLE | KY | 40202 | CONTRIBUTIONS TO NON-PROFIT | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,407 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $54,049 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE PROCEEDS | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $138,351 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $210,809 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,809 | TotalIncomeProducingActyAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA MANNING | ||||||||
| 1 | WETTERER AND CO | 9700 ORMSBY STATION ROAD | LOUISVILLE | KY | 40223 | $595,000 | Yes (X) | |
| CAROLYN DODD | ||||||||
| 2 | PO BOX 500 | SIMPSONVILLE | KY | 40067 | $20,000 | Yes (X) | ||
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | REAL ESTATE | NoncashPropertyDesc |
| Fair Market Value | $595,000 | FairMarketValueAmt |
| Received | 2020-11-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES: ACCOUNTING | CategoryTxt |
| Amt | $450 | Amt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|
| 2201 EVERGREEN RD | 2020-11-23 | $505,750 | S/L | 39.0000 |
| LAND | 2020-11-23 | $89,250 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $344,738 | $344,738 |
| EXCHANGE TRADED FUNDS | $808,832 | $808,832 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES: LEGAL | CategoryTxt |
| Legal Fees | $10,670 | LegalFeesAmt |
| Disbursements Charitable Prps | $10,670 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| UTILITIES | $2,162 |
| INSURANCE | $1,036 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE PROCEEDS | Desc |
| Revenue And Expenses Per Books | $138,351 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $138,351 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $107,717 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| BOY Book Value | $6,196 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $2,128 | Amt |
| Net Investment Income | $2,128 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,128 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA MANNING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9700 ORMSBY STATION ROAD | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| LICENSES AND FEES | $77 |
| PROPERTY TAXES | $8,102 |
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