DORAN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DORAN FOUNDATION INC (EIN 20-3474077)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-06
- IRS object ID
- 202241579349100809
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-06T10:30:47-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 ARMORY DRIVE SUITE 190 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203474077 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORA | BusinessNameControlTxt |
| Phone | 2709175514 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 STATE ROUTE 94 WEST | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 420714600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD G DORAN JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2709175514 | PhoneNum |
| Signature | 2022-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAROLD | PersonFirstNm |
| Person Last | DORAN JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN V RAYBURN | PreparerPersonNm |
| PTIN | P00429464 | PTIN |
| Phone | 6156651811 | PhoneNum |
| Preparation | 2022-06-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $4,509,514 | 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 | $200,404 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22,105 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,105 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $22,105 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $65,158 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,158 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $65,158 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $566,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,821,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $566,742 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $28 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $854,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $654,033 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $87,291 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $25,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,638 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $15,638 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $15,638 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,200 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,997 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $207 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,913 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,433 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,298 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,135 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $48,886 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,622 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,622 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $281,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $48,886 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,622 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $572,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $595,890 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,405 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $236,969 | CashBOYAmt |
| Cash EOY | $203,115 | CashEOYAmt |
| Cash EOYFMV | $203,115 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $210,471 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $306,033 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $306,033 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,671,571 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,181,244 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,664,731 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,278,693 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,314,145 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,335,635 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,397,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,004,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,509,514 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,397,704 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,004,537 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,397,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,004,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,397,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,004,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,397,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $572,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,772 | OtherIncreasesAmt |
| Subtotal | $4,009,023 | SubtotalAmt |
| Other Decreases | $4,486 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,004,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICALLY TRADED STOCK - UBS | $804,570 | $745,753 | $58,817 | $58,817 | |
| PUBLICALLY TRADED STOCK - UBS | $1,299,214 | $776,281 | $522,933 | $522,933 | |
| PUBLICALLY TRADED STOCK - TDA | $63,081 | $36,292 | $26,789 | $26,789 | |
| PUBLICALLY TRADED STOCK - TDA | $135,117 | $180,458 | -$45,341 | -$45,341 | |
| PTP ADJ | $85 | -$85 | -$85 | ||
| PUBLICALLY TRADED STOCK - UBS | $504,098 | $501,420 | $2,678 | $2,678 | |
| PUBLICALLY TRADED STOCK - UBS | $9,494 | $9,624 | -$130 | -$130 | |
| PUBLICALLY TRADED STOCK - SUN | $5,489 | $5,000 | $489 | $489 | |
| CAPITAL GAINS DIVIDENDS | $592 | $592 | $592 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $566,742 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $88,199 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,283 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,283 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,517 | OverpaymentAmt |
| Applied To ES Tax | $1,517 | 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 |
| 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 | HAROLD G DORAN JR | IndividualWithBooksNm |
| Phone | 2709175514 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 STATE ROUTE 94 W | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 420714600 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HAROLD G DORAN JR | ||||||||
| 1121 STATE ROUTE 94W | MURRAY | KY | 42071 | PRESIDENT/DIRECTOR | 30.00 | $0 | $0 | $0 |
| KELLY W DORAN | ||||||||
| 1121 STATE ROUTE 94W | MURRAY | KY | 42071 | OFFICE MANAGER | 20.00 | $25,000 | $0 | $0 |
| H FRANK DORAN | ||||||||
| 2010 ELMBROOK CT | MURRAY | KY | 42071 | TREASURER/DIRECTOR | 20.00 | $0 | $0 | $0 |
| SARAH D MURRAY | ||||||||
| 1121 STATE ROUTE 94W | MURRAY | KY | 42071 | SECRETARY/ DIRECTOR | 1.00 | $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 |
| 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 | $3,814,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $312,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,126,500 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,126,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,898 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,064,602 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,230 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,230 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,283 | TotalTaxAmt |
| Distributable Before Adj | $194,947 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $194,947 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $194,947 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,622 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $214,622 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,947 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,579 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,579 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $214,622 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $194,947 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,675 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,254 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,254 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,579 | ExcessFromYear2Amt |
| Excess From Current Year | $19,675 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE FOUNDATION AT MURRARY-CALLOWAY COUNTY HOSPITAL | |||||||
| 803 POPLAR STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | ANNA MAE OWEN RESIDENTIAL HOSPICE HOUSE | $600 |
| MURRAY STATE UNIVERSITYWKMS | |||||||
| 200 HERITAGE HALL | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $2,500 |
| MURRAY STATE UNIVERSITY FOUNDATION | |||||||
| 200 HERITAGE HALL | MURRAY | KY | 42071 | NONE | 501(C)(3) | JACK AND JANICE ROSE HONORARY SCHOLARSHIP | $200 |
| MURRAY STATE UNIVERSITY FOUNDATION | |||||||
| 200 HERITAGE HALL | MURRAY | KY | 42071 | NONE | 501(C)(3) | ANDY AND KAREN BALZER DANCE SCHOLARSHIP | $500 |
| MURRAY STATE UNIVERSITY FOUNDATION | |||||||
| 200 HERITAGE HALL | MURRAY | KY | 42071 | NONE | 501(C)(3) | FRIENDS OF LOVETT AUDITORIUM | $5,000 |
| MURRAY STATE UNIVERSITY FOUNDATION | |||||||
| 200 HERITAGE HALL | MURRAY | KY | 42071 | NONE | 501(C)(3) | H. GLENN & ANNE DORAN ENDOWMENT | $5,200 |
| MURRAY STATE UNIVERSITY FOUNDATION | |||||||
| 200 HERITAGE HALL | MURRAY | KY | 42071 | NONE | 501(C)(3) | JIM KELLY AGRICULTURE SCHOLARSHIP | $200 |
| MURRAY STATE UNIVERSITY ATHLETICS | |||||||
| 200 HERITAGE HALL | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $22,200 |
| MISD-FAMILY RESOURCE CENTER | |||||||
| 801 MAIN STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $6,000 |
| MISD FOUNDATION FOR EXCELLENCE | |||||||
| PO BOX 1417 | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $5,000 |
| MAIN STREET YOUTH CENTER | |||||||
| 513 SOUTH 4TH STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $7,000 |
| LINCOLN HERITAGE COUNCIL (BSA) | |||||||
| 12001 SUCAMORE STATION PL | LOUISVILLE | KY | 40299 | NONE | 501(C)(3) | GENERAL PURPOSES | $1,800 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 503 MAPLE STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $6,000 |
| DIABETES RESEARCH INSTITUTE FOUNDATION | |||||||
| 200 S PARK ROAD | HOLLYWOOD | FL | 33021 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| BOCA GRANDE HEALTH CLINIC FOUNDATION | |||||||
| 280 PARK AVENUE | BOCA GRANDE | FL | 339212340 | NONE | 501(C)(3) | GENERAL PURPOSES | $1,000 |
| ALIVE HOSPICE FACILITY | |||||||
| 1718 PATTERSON STREET | NASHVILLE | TN | 37203 | NONE | 501(C)(3) | GENERAL PURPOSES | $200 |
| RENAISSANCE CHARITABLE FOUNDATION | |||||||
| 8910 PURDUE RD NO 555 | INDIANAPOLIS | IN | 462686117 | NONE | 501(C)(3) | GENERAL PURPOSES | $12,000 |
| RENAISSANCE CHARITABLE FOUNDATION | |||||||
| 8910 PURDUE RD NO 555 | INDIANAPOLIS | IN | 462686117 | NONE | 501(C)(3) | GENERAL PURPOSES | $89,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,622 | 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 | $22,105 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,158 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $566,742 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $654,033 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $654,033 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY W DORAN CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 STATE ROUTE 94 WEST | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,200 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SUNTRUST INVESTMENTS | BondNm |
| EOY Book Value | $1,314,145 | EOYBookValueAmt |
| EOYFMV | $1,335,635 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS | StockNm |
| EOY Book Value | $2,181,244 | EOYBookValueAmt |
| EOYFMV | $2,664,731 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ND FLOW-THRU | $1 |
| TIMIMG DIFFERENCES | $4,485 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $16,205 | $16,205 | $0 | $0 |
| SUPPLIES | $1,093 | $1,093 | $0 | $0 |
| UTILITIES | $1,135 | $0 | $1,135 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER | Desc |
| Revenue And Expenses Per Books | $28 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TD AMERITRADE NONDIVIDEND DISTRIBUTIONS | $283 |
| UBS NONDIVIDEND DISTRIBUTIONS | $2,034 |
| NONTAXABLE GAIN ON DONATION OF STOCK | $36,357 |
| NET TAX-EXEMPT INTEREST | $98 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES - FEDERAL | $877 | $0 | $0 | $0 |
| TAXES - PAYROLL | $1,913 | $0 | $1,913 | $0 |
| TAXES - FOREIGN | $207 | $207 | $0 | $0 |
Comments