OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC (EIN 27-4432014)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-04-18
- IRS object ID
- 202221089349100232
- Schema version
- 2020v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-18T15:49:13-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464686980 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMIT CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 EAST MAIN STREET SUITE 401 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274432014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OWSLEY BROWN III | BusinessNameLine1Txt |
| Business Name Line2 | PHILANTHROPIC FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OWSL | BusinessNameControlTxt |
| Phone | 5028057200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 EAST MAIN STREET NO 401 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OWSLEY BROWN III | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5028057200 | PhoneNum |
| Signature | 2022-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | OWSLEY | PersonFirstNm |
| Person Last | BROWN III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM EVERSOLE | PreparerPersonNm |
| PTIN | P00197408 | PTIN |
| Phone | 5028057213 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $64,190,672 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $680,712 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $680,712 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,732,750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,574,889 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,732,750 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,413,474 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,413,474 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,918 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,459 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,459 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,262 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,604 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,658 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,019 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,759 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,744 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,958 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,063 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,098,073 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,098,073 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,197,031 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,063 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,139,934 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$783,557 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,404,411 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,161 | CashBOYAmt |
| Cash EOY | $41,328 | CashEOYAmt |
| Cash EOYFMV | $41,328 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,825 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,946,394 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,067,864 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $64,006,688 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $831 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $831 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $831 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,035,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,251,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,190,672 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,035,405 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,251,848 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,035,405 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,251,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,035,405 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,251,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,035,405 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$783,557 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,251,848 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,251,848 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (SHORT-TERM) | $1,029,718 | $963,609 | $66,109 | $66,109 |
| PUBLICLY TRADED SECURITIES (LONG-TERM) | $2,545,170 | $878,530 | $1,666,640 | $1,666,640 |
| CLASS ACTION SETTLEMENTS | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,732,750 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $879 | OverpaymentAmt |
| Applied To ES Tax | $879 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ZELKOVA STRATEGIC PARTNERS LLC | IndividualWithBooksNm |
| Phone | 5028057200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 EAST MAIN STREET SUITE 401 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | 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 |
|---|---|---|---|---|---|---|---|---|---|
| OWSLEY BROWN III | |||||||||
| C/O ZELKOVA STRATEGIC PARTNERS LLC | 333 E MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | DIRECTOR/PRESIDENT/SECRETA | 0.50 | $0 | $0 | $0 |
| BROOKE BROWN BARZUN | |||||||||
| C/O ZELKOVA STRATEGIC PARTNERS LLC | 333 E MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| AUGUSTA BROWN HOLLAND | |||||||||
| C/O ZELKOVA STRATEGIC PARTNERS LLC | 333 E MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRISTINA LEE BROWN | |||||||||
| C/O ZELKOVA STRATEGIC PARTNERS LLC | 333 E MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $68,065,906 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $234,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,300,450 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,300,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,024,507 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,275,943 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,363,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,363,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,421 | TotalTaxAmt |
| Distributable Before Adj | $3,330,376 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,330,376 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,330,376 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,139,934 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,139,934 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,139,934 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,330,376 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,098,073 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,139,934 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,098,073 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,861 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,288,515 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (142 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 18 REASONS | |||||||
| 3674 18TH STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | FALL FUNDRAISER | $5,000 |
| APPALSHOP INC | |||||||
| 91 MADISON AVENUE | WHITESBURG | KY | 41858 | NONE | PC | ARCHIVE PROJECT | $10,000 |
| ART FM INC | |||||||
| PO BOX 5103 | LOUISVILLE | KY | 40255 | NONE | PC | WXOX RADIO | $10,000 |
| BETTER ANGELS SOCIETY | |||||||
| 5185 MACARTHUR BLVD SUITE 570 | WASHINGTON | DC | 20016 | NONE | PC | MUHAMMAD ALI DOCUMENTARY FILM | $83,333 |
| BRIDGE KIDS INTERNATIONAL | |||||||
| 501 W KENWOOD DRIVE | LOUISVILLE | KY | 40214 | NONE | PC | KIZAZI FUND | $2,500 |
| BUDDHAYANA FOUNDATION | |||||||
| 204 SPRING STREET | MARION | MA | 02738 | NONE | PC | ANNUAL FUND | $5,000 |
| CANYON CINEMA FOUNDATION | |||||||
| 1777 YOSEMITE AVE SUITE 210 | SAN FRANCISCO | CA | 94124 | NONE | PC | CANYON CINEMA DISCOVERED CATALOG, ARTIST HONORIA COMMISSIONING PROJECT, CINEMAZINE | $25,000 |
| CENTER FOR INTERFAITH RELATIONS INC | |||||||
| 415 W MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40202 | NONE | PC | FESTIVAL OF FAITHS | $13,200 |
| CENTER FOR INTERFAITH RELATIONS INC | |||||||
| 415 W MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40202 | NONE | PC | FESTIVAL OF FAITHS MARKETING AND STRATEGIC PLANNING | $10,000 |
| CHAPEL & YORK FOUNDATION INC | |||||||
| 155 E 44TH ST 6TH FLOOR STE 34 | NEW YORK | NY | 10017 | NONE | PC | AIGLON COLLEGE | $20,000 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRA | VA | 22314 | NONE | PC | MENORCA PRESERVATION FUND | $16,500 |
| COMMITTEE ON POETRY | |||||||
| PO BOX 582 | NEW YORK | NY | 10009 | NONE | PC | MICHAEL BROWNSTEIN POETRY | $1,000 |
| COMMONWEALTH FUND FOR KET INC | |||||||
| 560 COOPER DRIVE | LEXINGTON | KY | 40502 | NONE | PC | MUHAMMAD ALI FILM EVENTS | $5,000 |
| COMMUNITY CONNECTIONS GROUP INC | |||||||
| 6606 FERNBUSH DRIVE | LOUISVILLE | KY | 40228 | NONE | PC | COMMUNITY PROGRAMMING | $5,000 |
| COMMUNITY CONNECTIONS GROUP INC | |||||||
| 6606 FERNBUSH DRIVE | LOUISVILLE | KY | 40228 | NONE | PC | COMMUNITY EVENTS | $6,200 |
| COMMUNITY FOUNDATION OF LOUISVILLE INC | |||||||
| 325 W MAIN STREET 1110 | LOUISVILLE | KY | 40202 | NONE | PC | GREATER LOUISVILLE PROJECT | $6,250 |
| COMMUNITY FOUNDATION OF LOUISVILLE INC | |||||||
| 325 W MAIN STREET 1110 | LOUISVILLE | KY | 40202 | NONE | PC | HENRIETTA HELM FUND | $5,000 |
| COMPASS FAMILY SERVICES | |||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ANNUAL FUND | $35,000 |
| COMPASS FAMILY SERVICES | |||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ANNUAL FUND | $3,333 |
| COMPASS FAMILY SERVICES | |||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ANNUAL FUND | $3,333 |
| DAKINI LAND FOUNDATION | |||||||
| 1235 COAST VILLAGE RD SUITE D | MONTECITO | CA | 93108 | NONE | PC | FISH RELEASE | $5,000 |
| DAKINI LAND FOUNDATION | |||||||
| 1235 COAST VILLAGE RD SUITE D | MONTECITO | CA | 93108 | NONE | PC | ANNUAL FUND | $1,000 |
| DAKINI LAND FOUNDATION | |||||||
| 1235 COAST VILLAGE RD SUITE D | MONTECITO | CA | 93108 | NONE | PC | ANNUAL FUND | $1,500 |
| DENVER FILM SOCIETY | |||||||
| 2510 E COLFAX AVE | DENVER | CO | 80206 | NONE | PC | "I WAS BORN THIS WAY" DOCUMENTARY | $15,000 |
| DHARMA FOUNDATION | |||||||
| 1230 PLEASANT STREET | BARRE | MA | 01005 | NONE | PC | SHARON SALZBERG PROJECT | $5,000 |
| DHARMATA FOUNDATION | |||||||
| 235 WASHINGTON AVE | RICHMOND | CA | 94801 | NONE | PC | DHARMATA PROJECT | $15,000 |
| DILGO KHYENTSE FELLOWSHIPSHECHEN | |||||||
| 237 W 35TH STREET SUITE 1101 | NEW YORK | NY | 10001 | NONE | PC | SHECHEN MONASTERY STUPA RESTORATION | $14,000 |
| DILGO KHYENTSE FELLOWSHIPSHECHEN | |||||||
| 237 W 35TH STREET SUITE 1101 | NEW YORK | NY | 10001 | NONE | PC | PLANT A SHECHEN TREE CAMPAIGN | $500 |
| DILGO KHYENTSE FELLOWSHIPSHECHEN | |||||||
| 237 W 35TH STREET SUITE 1101 | NEW YORK | NY | 10001 | NONE | PC | MATCHING CAMPAIGN | $15,000 |
| DREPUNG GOMANG INSTITUTE | |||||||
| 411 N HUBBARDS LANE | LOUISVILLE | KY | 40207 | NONE | PC | SPECIAL RITUAL AND PRAYERS, RIME SERIES GRANT, ANNUAL FUND | $20,000 |
| EDIBLE SCHOOLYARD PROJECT | |||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | NONE | PC | SPRING BENEFIT | $15,000 |
| EVERY MOTHER COUNTS | |||||||
| 333 HUDSON STREET SUITE 1006 | NEW YORK | NY | 10013 | NONE | PC | ANNUAL FUND | $5,000 |
| FILMMAKERS COLLABORATIVE | |||||||
| 145 NINTH STREET SUITE 101 | SAN FRANCISCO | CA | 94103 | NONE | PC | DIANA FULLER'S FILM PROJECT | $6,000 |
| FILSON HISTORICAL SOCIETY INC | |||||||
| 1310 SOUTH THIRD STREET | LOUISVILLE | KY | 40208 | NONE | PC | ANNUAL FUND | $10,000 |
| FONS VITAE OF KENTUCKY INC | |||||||
| 49 MOCKINGBIRD VALLEY DRIVE | LOUISVILLE | KY | 40207 | NONE | PC | MERTON & CONFUCIANISM: RITES, RIGHTEOUSNESS AND INTEGRAL HUMANITY | $10,000 |
| FOUNDATION FOR A MINDFUL SOCIETY | |||||||
| 228 PARK AVENUE SOUTH 91043 | NEW YORK | NY | 10003 | NONE | PC | MINDFUL CITIES PROJECT | $10,000 |
| FRIENDS OF SURMANG INC | |||||||
| 5963 BRANDYWINE CT | BOULDER | CO | 80301 | NONE | PC | PECHA RECOVERY PROJECT | $10,000 |
| GREATER LOUISVILLE SPORTS COMMISSION | |||||||
| 401 WEST MAIN STREET SUITE 2200 | LOUISVILLE | KY | 40202 | NONE | PC | SPORTS FUND | $20,000 |
| HIP-HOP N2 LEARNING | |||||||
| 6923 FRANKLIN FARMER WAY | LOUISVILLE | KY | 40229 | NONE | PC | A CHILDREN'S STORY | $15,000 |
| HOME OF THE INNOCENTS | |||||||
| 1100 EAST MARKET STREET | LOUISVILLE | KY | 40206 | NONE | PC | ROBIN BURKE'S FILM "RIPPLES AND POOLS" | $10,000 |
| HUMAN NEEDS PROJECT | |||||||
| 36 PROFESSIONAL CENTER PARKWAY | SAN RAFAEL | CA | 94903 | NONE | PC | ANNUAL FUND | $10,000 |
| HUMAN NEEDS PROJECT | |||||||
| 36 PROFESSIONAL CENTER PARKWAY | SAN RAFAEL | CA | 94903 | NONE | PC | ANNUAL FUND | $15,000 |
| INWARD BOUND MINDFULNESS EDUCATION INC | |||||||
| PO BOX 516 | CONCORD | MA | 01742 | NONE | PC | ANNUAL FUND | $5,000 |
| INWARD BOUND MINDFULNESS EDUCATION INC | |||||||
| PO BOX 516 | CONCORD | MA | 01742 | NONE | PC | COMMIT TO SIT CAMPAIGN | $10,000 |
| KANGYUR RINPOCHE FOUNDATION | |||||||
| 145 S ARMIJO LANE | SANTA FE | NM | 87501 | NONE | PC | ANNUAL FUND | $10,000 |
| KATHERINE DELMAR BURKE SCHOOL | |||||||
| 7070 CALIFORNIA STREET | SAN FRANCISCO | CA | 94121 | NONE | PC | CAPITAL CAMPAIGN | $125,000 |
| KATHERINE DELMAR BURKE SCHOOL | |||||||
| 7070 CALIFORNIA STREET | SAN FRANCISCO | CA | 94121 | NONE | PC | ANNUAL FUND | $20,000 |
| KATHERINE DELMAR BURKE SCHOOL | |||||||
| 7070 CALIFORNIA STREET | SAN FRANCISCO | CA | 94121 | NONE | PC | CLASS OF 2022 ENDOWMENT FUND | $10,000 |
| KENTUCKIANS FOR THE COMMONWEALTH | |||||||
| PO BOX 1450 | LONDON | KY | 40743 | NONE | PC | ANNUAL FUND | $10,000 |
| KENTUCKY CIVIC ENGAGEMENT TABLE INC | |||||||
| 100 WILKINSON STREET | FRANKFORT | KY | 40601 | NONE | PC | ANNUAL FUND | $10,000 |
| KENTUCKY CIVIC ENGAGEMENT TABLE INC | |||||||
| 100 WILKINSON STREET | FRANKFORT | KY | 40601 | NONE | PC | DONORS TABLE | $7,500 |
| KENTUCKY COLLEGE OF ART DESIGN | |||||||
| 505 WEST ORMSBY AVENUE | LOUISVILLE | KY | 40203 | NONE | PC | SCHOLARSHIPS & OPERATIONS | $145,765 |
| KENTUCKY COLLEGE OF ART DESIGN | |||||||
| 505 WEST ORMSBY AVENUE | LOUISVILLE | KY | 40203 | NONE | PC | FUNDRAISING CONSULTING SERVICES | $12,500 |
| KENTUCKY COLLEGE OF ART DESIGN | |||||||
| 505 WEST ORMSBY AVENUE | LOUISVILLE | KY | 40203 | NONE | PC | ANNUAL FUND | $500,000 |
| KENTUCKY COLLEGE OF ART DESIGN | |||||||
| 505 WEST ORMSBY AVENUE | LOUISVILLE | KY | 40203 | NONE | PC | STAFFING SUPPORT | $50,000 |
| KENTUCKY COLLEGE OF ART DESIGN | |||||||
| 505 WEST ORMSBY AVENUE | LOUISVILLE | KY | 40203 | NONE | PC | STAFF/FACULTY SUPPORT | $3,333 |
| KENTUCKY STEAM ENGINE INC | |||||||
| 2520 LONGEST AVENUE | LOUISVILLE | KY | 40204 | NONE | PC | LEARN THIS WITH MISS FISH | $10,000 |
| LEGACIES UNLIMITED | |||||||
| 956 SOUTH 6TH STREET | LOUISVILLE | KY | 40203 | NONE | PC | LIONEL HAMPTON CONCERTS | $10,000 |
| LEGACY GLOBAL FOUNDATION INC | |||||||
| 1423 S HIGLEY ROAD SUITE 127 | MESA | AZ | 85206 | NONE | PC | ANGEL FILM PARTNERS FUND - "60 SUMMERS" | $25,000 |
| LOAVES AND FISHES | |||||||
| 500 EAST CALDWELL STREET | LOUISVILLE | KY | 40203 | NONE | PC | ANNUAL FUND | $1,000 |
| LOTUS TREASURE | |||||||
| 1345 SPRUCE STREET 2ND FLOOR | BOULDER | CO | 80302 | NONE | PC | FOLLOWING IN YOUR FOOTSTEPS, VOLUME II | $11,000 |
| LOTUS TREASURE | |||||||
| 1345 SPRUCE STREET 2ND FLOOR | BOULDER | CO | 80302 | NONE | PC | TULKU URGYEN RINPOCHE, DZOGCHEN PRESERVATION PROJECT | $5,000 |
| LOUISVILLE STORY PROGRAM INC | |||||||
| 851 S 4TH STREET | LOUISVILLE | KY | 40203 | NONE | PC | ANNUAL FUND | $5,000 |
| LOUISVILLE URBAN LEAGUE | |||||||
| 1535 WEST BROADWAY | LOUISVILLE | KY | 40203 | NONE | PC | STAFF WELLNESS ACTIVITIES | $2,000 |
| MAIDEN VOYAGE PRODUCTIONS INC | |||||||
| 2314 HIGGINS ROAD | HALF MOON BAY | CA | 94019 | NONE | PC | FILM PROJECTS | $26,780 |
| MAIDEN VOYAGE PRODUCTIONS INC | |||||||
| 2314 HIGGINS ROAD | HALF MOON BAY | CA | 94019 | NONE | PC | ARTIST GRANTS | $4,120 |
| MANGALA SHRI BHUTI | |||||||
| PO BOX 370 | CRESTONE | CO | 81131 | NONE | PC | STATUES FOR THE TEMPLE RETREAT CAMPAIGN | $40,000 |
| MANGALA SHRI BHUTI | |||||||
| PO BOX 370 | CRESTONE | CO | 81131 | NONE | PC | SHINTAGARBHA CABIN | $1,500 |
| MARIN ACADEMY | |||||||
| 1600 MISSION AVENUE | SAN RAFAEL | CA | 94901 | NONE | PC | ANNUAL FUND | $10,000 |
| MIDDLE WAY INITIATIVE INC | |||||||
| PO BOX 696 | CRESTONE | CO | 81131 | NONE | PC | ANNUAL FUND | $20,000 |
| MIND AND LIFE INSTITUTE | |||||||
| 210 RIDGE MCINTIRE ROAD SUITE 325 | CHARLOTTESVILLE | VA | 22903 | NONE | PC | ANNUAL FUND | $25,000 |
| MIND AND LIFE INSTITUTE | |||||||
| 210 RIDGE MCINTIRE ROAD SUITE 325 | CHARLOTTESVILLE | VA | 22903 | NONE | PC | ANNUAL FUND | $25,000 |
| MULTIPLIER | |||||||
| 548 MARKET STREET | SAN FRANCISCO | CA | 94104 | NONE | PC | PROJECT WAYFINDER | $15,000 |
| MUSIC HEALS INTERNATIONAL | |||||||
| PO BOX 2593 | MILL VALLEY | CA | 94942 | NONE | PC | ANNUAL FUND | $10,000 |
| NAROPA UNIVERSITY | |||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | PC | COMPASSIONATE SCHOOLS PROJECT SCHOLARSHIP FUND | $20,000 |
| NEW CENTURY CHAMBER ORCHESTRA | |||||||
| 1668 BUSH STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | ANNUAL FUND | $15,000 |
| NEW CENTURY CHAMBER ORCHESTRA | |||||||
| 1668 BUSH STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | FUND-A-NEED | $1,000 |
| NEW CENTURY CHAMBER ORCHESTRA | |||||||
| 1668 BUSH STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | EVENT SPONSORSHIP | $5,000 |
| OMEGA INSTITUTE FOR HOLISTIC STUDIES INC | |||||||
| 150 LAKE DRIVE | RHINEBECK | NY | 12572 | NONE | PC | ANNUAL FUND | $35,000 |
| OWSLEY STANLEY FOUNDATION | |||||||
| PO BOX 625 | OCCIDENTAL | CA | 95465 | NONE | PC | SAVE THE MUSIC CAMPAIGN | $1,500 |
| PACHAMAMA ALLIANCE | |||||||
| PO BOX 29191 | SAN FRANCISCO | CA | 94129 | NONE | PC | SACRED HEADWATERS INITIATIVE | $33,000 |
| PACHAMAMA ALLIANCE | |||||||
| PO BOX 29191 | SAN FRANCISCO | CA | 94129 | NONE | PC | DAVID TUCKER MEMORIAL | $5,000 |
| PARKS ALLIANCE OF LOUISVILLE | |||||||
| PO BOX 5755 | LOUISVILLE | KY | 40255 | NONE | PC | MAPLE STREET PARK PROJECT | $273,276 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | NONE | PC | HAITI SUPPORT | $2,500 |
| PRESERVATION HALL FOUNDATION INC | |||||||
| 726 SAINT PETER STREET | NEW ORLEANS | LA | 70116 | NONE | PC | ANNUAL FUND | $5,000 |
| PRROWESS INC | |||||||
| 1459 18TH STREET 269 | SAN FRANCISCO | CA | 94107 | NONE | PC | ABORTION BOAT | $5,000 |
| PRROWESS INC | |||||||
| 1459 18TH STREET 269 | SAN FRANCISCO | CA | 94107 | NONE | PC | ABORTION BOAT | $3,334 |
| PUNDARIKA FOUNDATION | |||||||
| PO BOX 57 | CRESTONE | CO | 81131 | NONE | PC | EXPENSES FOR TSOKNYI RINPOCHE | $3,200 |
| RAICES | |||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | PC | ANNUAL FUND | $3,333 |
| RAICES | |||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | PC | ANNUAL FUND | $3,333 |
| RIVER CITY DRUM CORP CULTURAL ARTS INSTITUTE INC | |||||||
| 3308 CHAUNCEY AVENUE | LOUISVILLE | KY | 40211 | NONE | PC | GIVE FOR GOOD MATCHING GIFT | $5,000 |
| RIVER CITY DRUM CORP CULTURAL ARTS INSTITUTE INC | |||||||
| 3308 CHAUNCEY AVENUE | LOUISVILLE | KY | 40211 | NONE | PC | ANNUAL FUND | $15,000 |
| ROXIE THEATER | |||||||
| 3125 16TH AVENUE | SAN FRANCISCO | CA | 94103 | NONE | PC | TAKE A SEAT CAMPAIGN | $6,000 |
| ROXIE THEATER | |||||||
| 3125 16TH AVENUE | SAN FRANCISCO | CA | 94103 | NONE | PC | ANNUAL FUND | $5,000 |
| SAHALOKA MONASTIC COMMUNITY | |||||||
| PO BOX 1090 | CRESTONE | CO | 81131 | NONE | PC | ANNUAL FUND | $2,000 |
| SAN FRANCISCO CHANTICLEER INC | |||||||
| 1668 BUSH STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | CHRISTMAS FILM PROJECT | $10,000 |
| SAN FRANCISCO SILENT FILM FESTIVAL | |||||||
| 1687 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | ANNUAL FUND | $10,000 |
| SAN FRANCISCO SILENT FILM FESTIVAL | |||||||
| 1687 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | ANNUAL FUND | $10,000 |
| SAN FRANCISCO SILENT FILM FESTIVAL | |||||||
| 1687 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | CASTRO THEATRE WORK | $10,000 |
| SAVE THE CHILDREN | |||||||
| PO BOX 97132 | WASHINGTON | DC | 20090 | NONE | PC | ANNUAL FUND | $3,307 |
| SPALDING UNIVERSITY | |||||||
| 845 SOUTH 3RD STREET | LOUISVILLE | KY | 40203 | NONE | PC | BEA BOWLES SCHOLARSHIP FUND | $15,000 |
| SPECIAL OPERATIONS SERVICES | |||||||
| PO BOX 1395 | LOS ALTOS | CA | 94023 | NONE | PC | ANNUAL FUND | $30,000 |
| SPEED ART MUSEUM | |||||||
| 2035 SOUTH THIRD STREET | LOUISVILLE | KY | 40208 | NONE | PC | SPEED CINEMA CURATOR SALARY | $92,917 |
| SPEED ART MUSEUM | |||||||
| 2035 SOUTH THIRD STREET | LOUISVILLE | KY | 40208 | NONE | PC | KEEP THE BALL ROLLING CAMPAIGN | $6,000 |
| SPEED ART MUSEUM | |||||||
| 2035 SOUTH THIRD STREET | LOUISVILLE | KY | 40208 | NONE | PC | "PROMISE, WITNESS, REMEMBRANCE" CATALOG | $15,000 |
| SUSTAINABLE FOOD ALLIANCE | |||||||
| 7540 WINDSOR DRIVE SUITE 205 | ALLENTOWN | PA | 18195 | NONE | PC | ANNUAL FUND | $23,596 |
| SUSTAINABLE FOOD ALLIANCE | |||||||
| 7540 WINDSOR DRIVE SUITE 205 | ALLENTOWN | PA | 18195 | NONE | PC | GRANT WRITER SEARCH | $15,000 |
| TANA YELPA FOUNDATION | |||||||
| 12734 UTICA CIRCLE | BROOMFIELD | CO | 80020 | NONE | PC | EMERGENCY FOOD SHORTAGES | $2,000 |
| TARA MANDALA | |||||||
| PO BOX 3040 | PAGOSA SPRINGS | CO | 81147 | NONE | PC | ANNUAL FUND | $1,000 |
| TEN STRANDS | |||||||
| PO BOX 150869 | SAN RAFAEL | CA | 94915 | NONE | PC | ANNUAL FUND | $10,000 |
| THE MARION INSTITUTE INC | |||||||
| 202 SPRING STREET | MARION | MA | 02738 | NONE | PC | ANNUAL FUND | $10,000 |
| TIP IT FORWARD | |||||||
| PO BOX 13 | HARRODS CREEK | KY | 40027 | NONE | PC | ANNUAL FUND | $10,000 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | TIBETAN TRANSLATOR SCHOLARSHIP FUND | $10,000 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | TSOKYNI GECHAK LING NUNNERY | $100,000 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | TIBETAN TRANSLATOR SCHOLARSHIP FUND | $1,480 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | TIBETAN TRANSLATOR SCHOLARSHIP FUND | $5,650 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | TIBETAN TRANSLATOR SCHOLARSHIP FUND | $3,600 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | OPERATIONS MANAGER | $4,500 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | OPERATIONS MANAGER | $22,000 |
| TSOKNYI HUMANITARIAN FOUNDATION | |||||||
| 39575 COUNTY ROAD 33 | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | TIBETAN TRANSLATOR SCHOLARSHIP FUND | $9,650 |
| UC BERKELEY ART MUSEUM AND PACIFIC FILM ARCHIVE (BAMPFA) | |||||||
| 2120 OXFORD STREET 2250 | BERKELEY | CA | 94720 | NONE | PC | ANNUAL FUND / NATHANIEL DORSKY'S FILMS | $25,000 |
| UC BERKELEY ART MUSEUM AND PACIFIC FILM ARCHIVE (BAMPFA) | |||||||
| 2120 OXFORD STREET 2250 | BERKELEY | CA | 94720 | NONE | PC | ARCHIVE OF ROBERT BEAVERS' FILMS | $15,000 |
| UC BERKELEY ART MUSEUM AND PACIFIC FILM ARCHIVE (BAMPFA) | |||||||
| 2120 OXFORD STREET 2250 | BERKELEY | CA | 94720 | NONE | PC | ARCHIVE OF JEROME HILER'S FILMS | $20,000 |
| UC DAVIS FOUNDATION | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | NONE | PC | COMPASSION VS MINDFULNESS PATHWAYS | $40,000 |
| UNIVERSITY OF LOUISVILLE FOUNDATION INC | |||||||
| 215 CENTRAL AVENUE SUITE 212 | LOUISVILLE | KY | 40208 | NONE | PC | PATIENT SUPPORT SERVICES | $1,000 |
| UNIVERSITY OF LOUISVILLE FOUNDATION INC | |||||||
| 215 CENTRAL AVENUE SUITE 212 | LOUISVILLE | KY | 40208 | NONE | PC | STUDENT EMERGENCY FUND | $1,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 SOUTH OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | NONE | PC | SCHOOL OF DRAMATIC ARTS CAPITAL CAMPAIGN | $100,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 SOUTH OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | NONE | PC | 75TH ANNIVERSARY - SCHOOL OF DRAMATIC ARTS | $10,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 SOUTH OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | NONE | PC | 75TH ANNIVERSARY - SCHOOL OF DRAMATIC ARTS | $10,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | ROTUNDA RESTORATION FUND | $20,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | MEMORIAL TO ENSLAVED LABORERS | $5,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | CONTEMPLATIVE SCIENCE CENTER | $50,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | COMPASSIONATE SCHOOLS PROJECT | $75,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | CONTEMPLATIVE COMMONS | $20,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | CONTEMPLATIVE SCIENCE CENTER | $2,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | NONE | PC | COMPASSIONATE SCHOOLS PROJECT | $100,000 |
| UPAYA ZEN CENTER | |||||||
| 1404 CERRO GORDO ROAD | SANTA FE | NM | 87501 | NONE | PC | ANNUAL FUND | $10,000 |
| VICE PRESIDENT'S RESIDENCE FOUNDATION | |||||||
| 1285 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | NONE | PC | ANNUAL FUND | $25,000 |
| WATERFRONT BOTANICAL GARDENS INC | |||||||
| PO BOX 5056 | LOUISVILLE | KY | 40255 | NONE | PC | ANNUAL FUND | $20,000 |
| WATERSTEP | |||||||
| 625 MYRTLE STREET | LOUISVILLE | KY | 40208 | NONE | PC | VICTORIA'S HOPE - KENYA SUPPLIES | $2,500 |
| WILDERNESS DHARMA MOVEMENT INC | |||||||
| 2001 MAIN STREET SUITE 401 | WHEELING | WV | 26003 | NONE | PC | DIGITAL CHOD SANGHA | $2,000 |
| YOUTHBUILD LOUISVILLE | |||||||
| PO BOX 638 | LOUISVILLE | KY | 40201 | NONE | PC | COMMUNITY GARDEN PROJECT (CEDAR) | $2,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,098,073 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $680,712 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,732,750 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,413,474 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,413,474 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION AND ACCOUNTING FEES | CategoryTxt |
| Amt | $6,918 | Amt |
| Net Investment Income | $3,459 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,459 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN-FORMAN CORP CL A (BFA) | $4,622 | $341,353 |
| BROWN-FORMAN CORP CL B (BFB) | $10,053,475 | $63,645,123 |
| PFIZER (PFE) | $3,018 | $6,340 |
| QUALCOMM INC (QCOM) | $3,376 | $9,028 |
| VISA INC (V) | $3,373 | $4,844 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY GOVERNMENT CASH RESERVES FUND (FDRXX) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $831 | BookValueAmt |
| EOYFMV | $831 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $15 | $0 | $0 |
| LICENSES - SOFTWARE | $2,494 | $0 | $2,494 |
| MARKETING & DESIGN | $19,250 | $0 | $19,250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $22,262 | Amt |
| Net Investment Income | $5,604 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,658 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRIOR YEAR EXCISE TAX PAYMENT | $13,719 | $0 | $0 |
| CURRENT YEAR ESTIMATED EXCISE TAX PAYMENTS | $34,300 | $0 | $0 |