BETA

INDIGO FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
INDIGO FOUNDATION INC (EIN 81-4600741)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349104200
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T12:04:53-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271235638PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCM CPAS & ADVISORS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1462 SOUTH 4TH STREET SUITE 2600AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814600741EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIGO FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone5024037006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14949 OLD BROWNSBORO RD 249AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLESLIE TAYLORPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5024037006PhoneNum
Signature2022-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLESLIEPersonFirstNm
Person LastTAYLORPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHERESA BATLINER CPAPreparerPersonNm
PTINP00543162PTIN
Phone5027491900PhoneNum
Preparation2022-11-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,286,594FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$550,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$738,037DividendsRevAndExpnssAmt
Dividends Net Invst Incm$759,125DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$749,062NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,256,544GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$749,062CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$30,829OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$20,650OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,067,928TotalRevAndExpnssAmt
Total Net Invst Incm$1,528,837TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,600CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,800CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,800CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,170AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$585AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$585AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$100,292OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$100,292OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$48InterestRevAndExpnssAmt
Interest Net Invst Incm$48InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$21,896TaxesRevAndExpnssAmt
Taxes Net Invst Incm$16,696TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,581OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$133OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,448OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$128,587TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$119,554TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,833TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,381,667ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,381,667ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,510,254TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$119,554TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,385,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$557,674ExcessRevenueOverExpensesAmt
Net Investment Income$1,409,283NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,706,277CashBOYAmt
Cash EOY$3,975,561CashEOYAmt
Cash EOYFMV$3,975,561CashEOYFMVAmt
Corporate Stock BOY$14,474,046CorporateStockBOYAmt
Corporate Stock EOY$15,792,651CorporateStockEOYAmt
Corporate Stock EOYFMV$21,230,203CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,648,656CorporateBondsBOYAmt
Corporate Bonds EOY$6,573,106CorporateBondsEOYAmt
Corporate Bonds EOYFMV$7,951,860CorporateBondsEOYFMVAmt
Other Investments BOY$2,485,992OtherInvestmentsBOYAmt
Other Investments EOY$2,509,058OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,128,970OtherInvestmentsEOYFMVAmt
Total Assets BOY$28,314,971TotalAssetsBOYAmt
Total Assets EOY$28,850,376TotalAssetsEOYAmt
Total Assets EOYFMV$36,286,594TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$28,314,971RetainedEarningBOYAmt
Retained Earning EOY$28,850,376RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$28,314,971TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$28,850,376TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$28,314,971TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$28,850,376TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$28,314,971TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$557,674ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$28,872,645SubtotalAmt
Other Decreases$22,269OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$28,850,376TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAINS DIVIDENDP$265,914$265,914$265,914
CAPITAL GAINP$4,990,630$483,148$483,148$4,507,482
FieldValueIRS element (for citing)
Capital Gain Net Income$749,062CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19,589InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19,589SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19,589TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,444EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$24,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$32,444TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$12,855OverpaymentAmt
Applied To ES Tax$12,855AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5024037066PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14949 OLD BROWNSBORO RD STE 249AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40222ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LESLIE TAYLOR
4949 OLD BROWNSBORO RD STE 249LOUISVILLEKY40222PRESIDENT1.00$0$0$0
VICKI BUSTER
4949 OLD BROWNSBORO RD STE 249LOUISVILLEKY40222VICE PRESIDENT1.00$0$0$0
LAURA FORBES
4949 OLD BROWNSBORO RD STE 249LOUISVILLEKY40222SECRETARY/TREASURER1.00$3,600$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$31,077,679AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,768,431AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,846,110TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,846,110AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$522,692CashDeemedCharitableAmt
Net Vl Noncharitable Assets$34,323,418NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,716,171MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,716,171MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,589TaxBasedOnInvestmentIncomeAmt
Total Tax$19,589TotalTaxAmt
Distributable Before Adj$1,696,582DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,696,582DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,696,582DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,385,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,385,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,696,582DistributableAsAdjustedAmt
Undistributed Income PY$1,364,038UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,385,500QualifyingDistributionsAmt
Applied To Year1$1,364,038AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,462AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,675,120UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLESLIE TAYLORContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CABBAGE PATCH SETTLEMENT HOUSE
1413 S 6TH STLOUISVILLEKY40208NONEPCHUMAN SERVICES$25,000
DARE TO CARE
5803 FERN VALLEY RDLOUISVILLEKY40228NONEPCHUMAN SERVICES$50,000
NATIONAL PHILANTHROPIC TRUST (OPTIMUS FOUNDATION)
165 TOWNSHIP LINE RD SUITE 1000SAN FRANCISCOCA94104NONEPCHUMAN SERVICES$266,667
ROOM TO READ
465 CALIFORNIA ST SUITE 1000SAN FRANCISCOCA94104NONEPCHUMAN SERVICES$50,000
SOS INTERNATIONAL
1500 ARLINGTON AVELOUISVILLEKY40206NONEPCHUMAN SERVICES$10,000
UNIVERSITY OF KENTUCKY
WILLIAM B STURGILL PHILANTHROPYLEXINGTONKY405060015NONEPCHUMAN SERVICES$250,000BLDG
WATER STEP
625 MYRTLE STLOUISVILLEKY40208NONEPCHUMAN SERVICES$10,000
21ST CENTURY PARKS ENDOWMENT INC
471 WEST MAIN STREET SUITE 202LOUISVILLEKY40202NONEPCHUMAN SERVICES$250,000
FAMILY COMMUNITY CLINIC INC
1406 E WASHINGTON STLOUISVILLEKY40206NONEPCHUMAN SERVICES$100,000
FAMILY SCHOLAR HOUSE INC
403 REG SMITH CIRCLELOUISVILLEKY40208NONEPCHUMAN SERVICES$20,000
HABITAT FOR HUMANITY
330 N HUBBARDS LANELOUISVILLEKY40207NONEPCHUMAN SERVICES$100,000
KY FINANCE & ADMIN CABINET
200 MERO STREET 5TH FLOORFRANKFORTKY40622NONEGOVHUMAN SERVICES$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,381,667TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$738,037ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$749,062ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
NONDIVIDEND DISTRIBUTIONS14$10,179
MISCELLANEOUS INCOME14$20,650

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,517,928ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,517,928TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLESLIE TAYLORContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17001 US HIGHWAY 42AddressLine1Txt
CityLOUSIVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40241ZIPCd
FieldValueIRS element (for citing)
Total Contributions$550,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$1,170Amt
Net Investment Income$585NetInvestmentIncomeAmt
Disbursements Charitable Prps$585DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$6,573,106EOYBookValueAmt
EOYFMV$7,951,860EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK AND MUTUAL FUNDSStockNm
EOY Book Value$15,792,651EOYBookValueAmt
EOYFMV$21,230,203EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemREITSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,509,058BookValueAmt
EOYFMV$3,128,970EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSMENTDesc
Amt$22,269Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE FEES$266$133$133
INSURANCE$1,315$0$1,315

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
NONDIVIDEND DISTRIBUTIONS$10,179$10,179
MISCELLANEOUS INCOME$20,650$20,650$20,650

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$100,292Amt
Net Investment Income$100,292NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$5,200$0$0
FOREIGN TAX EXPENSE$16,696$16,696$0

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