THE SAMUEL LYON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE SAMUEL LYON CHARITABLE FOUNDATION INC (EIN 31-6651291)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-18
- IRS object ID
- 202521699349101102
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-18T14:16:15-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | EM-3624-KY | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 610713437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWDEN & WOOD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 MIDDLETOWN PARK PLACE | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402432555 | 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 | 316651291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAMUEL LYON CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 5025871283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 BRAEVIEW ROAD | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELDON M YOFFE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2025-06-11 | 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 | JESSICA ENGLER | PreparerPersonNm |
| PTIN | P02037021 | PTIN |
| Phone | 5025830262 | PhoneNum |
| Preparation | 2025-06-11 | PreparationDt |
| 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) |
|---|---|---|
| Special Condition | EM-3624-KY | SpecialConditionDesc |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,529,658 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,149 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,683 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,459 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $92,610 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,610 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $901 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $556 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $556 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $556 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $556 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $556 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,054 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,734 | CashBOYAmt |
| Cash EOY | $3,576 | CashEOYAmt |
| Cash EOYFMV | $3,576 | CashEOYFMVAmt |
| Other Investments BOY | $961,039 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $977,794 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,526,082 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $965,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $981,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,529,658 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $965,773 | RetainedEarningBOYAmt |
| Retained Earning EOY | $981,370 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $965,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $981,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $965,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $981,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $965,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,597 | ExcessRevenueOverExpensesAmt |
| Subtotal | $981,370 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $981,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PNC | P | 2024-09-03 | $1,253 | $1,172 | $81 | $81 |
| MORGAN STANLEY | P | 2024-12-02 | $24 | $20 | $4 | $4 |
| MORGAN STANLEY | P | 2024-12-02 | $59,373 | $39,032 | $20,341 | $20,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,459 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,280 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,280 | SubtotalAmt |
| Tax Based On Investment Income | $1,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $480 | 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 | false | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELDON M YOFFE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5025871283 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 BRAEVIEW ROAD | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| SHELDON M YOFFE | ||||||||
| 712 BRAEVIEW ROAD | LOUISVILLE | KY | 40206 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ELAINE Y WEINBERG | ||||||||
| 6727 ELMCROFT CIRCLE | LOUISVILLE | KY | 40241 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MARLENE Y SCHAFFER | ||||||||
| 63 HARWOOD ROAD | LOUISVILLE | KY | 40222 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,530,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,541,173 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,541,173 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,518,055 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,280 | TotalTaxAmt |
| Distributable Before Adj | $74,623 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $74,623 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $74,623 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,556 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,556 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,623 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $5,349 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,349 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,556 | QualifyingDistributionsAmt |
| Applied To Current Year | $74,623 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $933 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,282 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $5,349 | ExcessFromYear1Amt |
| Excess From Current Year | $933 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BROOKLYN JEWISH CENTER CIRCLE | |||||||||
| 667 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PC | SUPPORT | $750 | ||
| AMERICAN CANCER SOCIETY-KY | |||||||||
| PO BOX 2167 | LEXINGTON | KY | 40588 | NONE | PC | SUPPORT | $1,250 | ||
| AMERICAN HEART ASSOCIATION | |||||||||
| 240 WHITTINGTON PARKWAY | LOUISVILLE | KY | 40222 | NONE | PC | SUPPORT | $1,250 | ||
| HADASSAH | |||||||||
| PO BOX 1100 | NEW YORK | NY | 102681100 | NONE | PC | SUPPORT | $1,250 | ||
| HOSPARUS | |||||||||
| 6200 DUTCHMANS LANE | LOUISVILLE | KY | 40205 | NONE | PC | SUPPORT | $1,250 | ||
| KENTUCKY HUMANE SOCIETY | |||||||||
| 1000 LYNDON LANE SUITE B | LOUISVILLE | KY | 40222 | NONE | PC | SUPPORT | $1,000 | ||
| KIDS CENTER FOR PEDIATRIC THERAPIES | |||||||||
| 982 EASTERN PARKWAY | LOUISVILLE | KY | 40217 | NONE | PC | SUPPORT | $1,500 | ||
| LOUISVILLE FREE PUBLIC LIBRARY | |||||||||
| 301 YORK STREET | LOUISVILLE | KY | 40203 | NONE | PC | SUPPORT | $1,000 | ||
| LOUISVILLE OLMSTEAD PARKS CONSERVAN | |||||||||
| 1299 TREVILIAN WAY | LOUISVILLE | KY | 40213 | NONE | PC | SUPPORT | $1,500 | ||
| MULTIPLE SCLEROSIS SOCIETY | |||||||||
| 214 OVERLOOK CIR STE 153 | BRENTWOOD | TN | 37027 | NONE | PC | SUPPORT | $1,000 | INKY & TN CHAPTER | |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||||
| 1250 BARDSTOWN RD STE 26 | LOUISVILLE | KY | 40204 | NONE | PC | SUPPORT | $2,000 | ||
| WHAS CRUSADE FOR CHILDREN | |||||||||
| 520 W CHESTNUT STREET | LOUISVILLE | KY | 40202 | NONE | PC | SUPPORT | $1,500 | ||
| HARBOR HOUSE OF LOUISVILLE | |||||||||
| PO BOX 58219 | LOUISVILLE | KY | 40268 | NONE | PC | SUPPORT | $1,000 | ||
| VISUALLY IMPAIRED PRESCHOOL SERVICE | |||||||||
| 1906 GOLDSMITH LANE | LOUISVILLE | KY | 40218 | NONE | PC | SUPPORT | $750 | ||
| HOME OF THE INNOCENTS | |||||||||
| 1100 EAST MARKET STREET | LOUISVILLE | KY | 40206 | NONE | PC | SUPPORT | $5,000 | ||
| MEREDITH-DUNN LEARNING CENTER INC | |||||||||
| 3023 MELBOURNE AVE | LOUISVILLE | KY | 40220 | NONE | PC | SUPPORT | $7,000 | ||
| NORTHWESTERN ANNUAL FUND | |||||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PC | SUPPORT | $5,000 | ||
| JEWISH FAMILY & CAREER SERVICES | |||||||||
| 2821 KLEMPNER WAY | LOUISVILLE | KY | 40205 | NONE | PC | SUPPORT | $10,000 | ||
| KENESETH ISRAEL CONGREGATION | |||||||||
| 2531 TAYLORSVILLE ROAD | LOUISVILLE | KY | 40205 | NONE | PC | SUPPORT | $18,000 | ||
| THE TEMPLE | |||||||||
| 5101 US HIGHWAY 42 | LOUISVILLE | KY | 40241 | NONE | PC | SUPPORT | $8,500 | ||
| POWER FOR PARKINSON'S | |||||||||
| 5555 NORTH LAMAR STE C10 | AUSTIN | TX | 78751 | NONE | PC | SUPPORT | $500 | ||
| VOLUNTEERS OF AMERICA MID-STATES | |||||||||
| 570 SOUTH FOURTH STREET | LOUISVILLE | KY | 40202 | NONE | PC | SUPPORT | $500 | STE 100 | |
| MT SINAI HEALTH SYSTEM | |||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 100296574 | NONE | PC | SUPPORT | $2,000 | OFFICE OF DEVELOPMENT | BOX 1049 |
| B'NAI B'RITH INTERNATIONAL | |||||||||
| 1120 20TH STREET NW | WASHINGTON DC | DC | 20036 | NONE | PC | SUPPORT | $500 | STE 300N | |
| TRINITY PRESBYTERIAN | |||||||||
| 10200 SHELBYVILLE ROAD | LOUISVILLE | KY | 40223 | NONE | PC | SUPPORT | $500 | ||
| DAY SPRING | |||||||||
| 3430 DAY SPRING COURT | LOUISVILLE | KY | 40213 | NONE | PC | SUPPORT | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,149 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,459 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $92,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,610 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | PURCHASE | HowAcquiredTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PNC ADVISORS PORTFOLIO OF SECURITIES | AT COST | ||
| MORGAN STANLEY | AT COST | $977,794 | $1,526,082 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $12 | $6 | $6 |
| PROFESSIONAL FEES | $1,100 | $550 | $550 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $901 | Amt |
Comments