GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR (EIN 62-6323993)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-29
- IRS object ID
- 202521499349100822
- Schema version
- 2024v5.1
- 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
- Compensation Explanation
- Compensation Explanation
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-29T15:45:14-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611231152 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rueff and Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 Macon Avenue | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626323993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAYLA S HARRIS & KENNETH M BIELAK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % R KEITH CULLINAN | InCareOfNm |
| Business Name Control | GAYL | BusinessNameControlTxt |
| Phone | 5028930300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 N HUBBARDS LANE STE 203 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R KEITH CULLINAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5028930300 | PhoneNum |
| Signature | 2025-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M BAKER | PreparerPersonNm |
| PTIN | P01061123 | PTIN |
| Phone | 5028962451 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,913,664 | 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 |
| Dividends Rev And Expnss | $23,048 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,048 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $866,411 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $932,132 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $866,411 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $889,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $889,459 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,996 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,996 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $39 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $39 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,293 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,293 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $802,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $884,131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,162 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $253,256 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $253,256 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $144,533 | CorporateStockBOYAmt |
| Corporate Stock EOY | $753,570 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,660,408 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $204,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,006,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,913,664 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $204,695 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,006,826 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $204,695 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,006,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $204,695 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,006,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $204,695 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $802,131 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,006,826 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,006,826 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| SEE SCHEDULE | P | $167,856 | -$167,856 | -$167,856 | |
| SEE SCHEDULE | P | $8,987 | $8,987 | $8,987 | |
| SEE SCHEDULE | P | $1,025,280 | $1,025,280 | $1,025,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $866,411 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$167,856 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $10,489 | TaxDueAmt |
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 |
| Individual With Books | R KEITH CULLINAN | IndividualWithBooksNm |
| Phone | 5028930300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 N HUBBARDS LANE SUITE 203 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40207 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| R KEITH CULLINAN | ||||||||
| 295 N HUBBARDS LANE SUITE 203 | LOUISVILLE | KY | 40207 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GAYLA S HARRIS | ||||||||
| 295 N HUBBARDS LANE SUITE 203 | LOUISVILLE | KY | 40207 | MEMBER ADVISORY COMM | 2.00 | $0 | $0 | $0 |
| KENNETH M BIELAK | ||||||||
| 295 N HUBBARDS LANE SUITE 203 | LOUISVILLE | KY | 40207 | MEMBER ADVISORY COMM | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,722,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,637 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,788,768 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,788,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,761,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,289 | TotalTaxAmt |
| Distributable Before Adj | $75,808 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,808 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,808 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $82,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,808 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,723 | UndistributedIncomePYAmt |
| Qualifying Distributions | $82,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,723 | AppliedToYear1Amt |
| Applied To Current Year | $75,808 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,469 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,469 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,469 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,469 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GAYLA S HARRIS | ContributingManagerNm |
| Contributing Manager | KENNETH M BIELAK | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INTERFAITH CLINIC | ||||||
| 315 GILL AVE | KNOXVILLE | TN | 37917 | PC | CHARITABLE | $2,000 |
| CHARLOTTESVILLE ALBEMARLE SPCA | ||||||
| 3355 STATE RTE 1403 | CHARLOTTESVILLE | VA | 22901 | PC | CHARITABLE | $5,000 |
| UNIVERSITY OF VIRGINIA | ||||||
| 400 EMMERT STREET SOUTH | CHARLOTTESVILLE | VA | 22903 | PC | CHARITABLE | $2,500 |
| HELEN ROSS MCNABB CENTER | ||||||
| 5310 BALL CAMP PIKE | KNOXVILLE | TN | 37921 | PC | CHARITABLE | $2,000 |
| UT MEDICAL CENTER | ||||||
| 320 STUDENT SERVICES BLDG | KNOXVILLE | TN | 37996 | PC | CHARITABLE | $5,000 |
| EMERALD YOUTH FOUNDATION | ||||||
| 1014 HEISKELL AVE | KNOXVILLE | TN | 37921 | PC | CHARITABLE | $5,000 |
| RICE UNIVERSITY | ||||||
| 6100 MAIN ST | HOUSTON | TX | 77005 | PC | CHARITABLE | $2,500 |
| GEORGE MASON UNIVERSITY | ||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | PC | CHARITABLE | $2,500 |
| SECOND HARVEST | ||||||
| 136 HARVEST LANE | MARYVILLE | TN | 37801 | PC | CHARITABLE | $5,000 |
| BOY AND GIRLS CLUB OF TN VALLEY | ||||||
| 317 MCCONNELL ST | KNOXVILLE | TN | 37915 | PC | CHARITABLE | $1,000 |
| DEVINE CHILD | ||||||
| 1001 NORTH SILVERY LANE | DEARBORN | MI | 48128 | PC | CHARITABLE | $1,000 |
| USA DEAF SPORTS | ||||||
| 4001 BUCKEYSTOWN PIKE | BUCKEYSTOWN | MD | 21717 | PC | CHARITABLE | $500 |
| MICHIGAN STATE UNIVERSITY | ||||||
| 426 AUDITORIUM ROAD | EAST LANSING | MI | 48824 | PC | CHARITABLE | $1,000 |
| POSITIVELY LIVING CHOICE HEALTH NET | ||||||
| 1925 AILOR AVE | KNOXVILLE | TN | 37918 | PC | CHARITABLE | $5,000 |
| BEARDEN METHODIST CHURCH | ||||||
| PO BOX 11065 | KNOXVILLE | TN | 37939 | PC | CHARITABLE | $10,000 |
| DELAWARE FOOD BANK | ||||||
| 102 DELAWARE VETERANS BLVD | MILFORD | DE | 19963 | PC | CHARITABLE | $5,000 |
| AMERICAN ACADEMY OF FAMILY PHYSICIA | ||||||
| 11400 TOMAHAWK CREEK PKWY | LEAWOOD | KS | 66211 | PC | CHARITABLE | $500 |
| TENNESSEE ACADEMY OF FAMILY PHYSICI | ||||||
| 212 OVERLOOK CIR | BRENTWOOD | TN | 37027 | PC | CHARITABLE | $1,000 |
| NASHVILLE HUMANE SOCIETY | ||||||
| 213 OCEOLA AVE | NASHVILLE | TN | 37209 | PC | CHARITABLE | $2,500 |
| KIM HEALTH CENTER | ||||||
| 6209 CHAPMAN HWY | KNOXVILLE | TN | 37920 | PC | CHARITABLE | $1,000 |
| RYAN WHITE CLINIC U OF VIRGINIA | ||||||
| PO BOX 800773 | CHARLOTTESVILLE | VA | 22908 | PC | CHARITABLE | $5,000 |
| TENNESSEE FREEDOM CIRCLE | ||||||
| 311 22ND AVE N | ASHEBORO | NC | 27203 | PC | CHARITABLE | $5,000 |
| THE DEPARTMENT OF OBGYN RESIDENCY | ||||||
| 2121 MEDICAL CENTER WAY SUITE 110 | KNOXVILLE | TN | 37920 | PC | CHARITABLE | $10,000 |
| UTMCK CHAPLANS FUND | ||||||
| 2121 MEDICAL CENTER WAY SUITE 110 | KNOXVILLE | TN | 37920 | PC | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,048 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $866,411 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $889,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $889,459 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R KEITH CULLINAN | PersonNm |
| Short Explanation | NONE | ShortExplanationTxt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAYLA S HARRIS | PersonNm |
| Short Explanation | NONE | ShortExplanationTxt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH M BIELAK | PersonNm |
| Short Explanation | NONE | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE SCHEDULE | StockNm |
| EOY Book Value | $753,570 | EOYBookValueAmt |
| EOYFMV | $1,660,408 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $1,996 | Amt |
| Net Investment Income | $1,996 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $3,293 | Amt |
| Net Investment Income | $3,293 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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