MARY GAYLORD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARY GAYLORD FOUNDATION (EIN 73-1519735)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349103659
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T11:06:41-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 N BROADWAY AVENUE SUITE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73103 | 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 | 731519735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY GAYLORD MCCLEAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | (FORMERLY MARY GAYLORD FOUNDATION) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 5027228933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 100 | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY G MCCLEAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5027228933 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | MCCLEAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY M FOGLE | PreparerPersonNm |
| PTIN | P01258800 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2022-11-10 | 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 | $12,394,124 | 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 | $588,162 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $639,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $628,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $639,823 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$36 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$36 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,340,615 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $752,872 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,913 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $776 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $365,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $365,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $370,153 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $366,240 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $970,462 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $751,096 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $985,339 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $580,727 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $580,727 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,266 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,129 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,129 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,127,367 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,428,772 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,518,163 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $258,058 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $269,136 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $289,105 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,379,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,284,764 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,394,124 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,333,961 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,333,961 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,045,069 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,950,803 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,379,030 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,284,764 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,379,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,284,764 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,379,030 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $970,462 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,349,492 | SubtotalAmt |
| Other Decreases | $64,728 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,284,764 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | $336,724 | $61,932 | $274,792 | $274,792 |
| FROM K-1 - WESTERN MIDSTREAM PARTNERS, LP | P | $3 | $3 | $3 | |
| ORDINARY GAIN FROM SALE OF PTP | P | $72,907 | $72,907 | ||
| CAPITAL GAINS DIVIDENDS | P | $292,121 | $292,121 | $292,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $639,823 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,440 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,440 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,440 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,129 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,129 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,689 | OverpaymentAmt |
| Applied To ES Tax | $5,689 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD A DAVIS CPA | IndividualWithBooksNm |
| Phone | 4056599764 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3316 DOGWOOD LANE | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID O HOGAN | ||||||||
| 2222 S UTICA PLACE SUITE 200 | TULSA | OK | 74114 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY GAYLORD MCCLEAN | ||||||||
| PO BOX 100 | SIMPSONVILLE | KY | 40067 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,846,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $862,806 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,841 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,716,247 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,716,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,744 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,540,503 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $577,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $577,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,440 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,440 | TotalTaxAmt |
| Distributable Before Adj | $566,585 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $566,585 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $566,585 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $366,240 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $366,240 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $566,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $41,148 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,078 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,226 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $366,240 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $366,240 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $45,226 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $45,226 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $155,119 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY GAYLORD MCCLEAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 3380 CHASTAIN MEADOWS PKWY NW SUITE | 200 | KENNESAW | GA | 30144 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL OPERATIONS | $500 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| AWAKE MINISTRIES | ||||||||
| 701 WASHINGTON STREET | SHELBYVILLE | KY | 70065 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| BARREN HEIGHTS | ||||||||
| 11420 WATTERSON COURT 800 | LOUISVILLE | KY | 40299 | NONE | PC | GENERAL OPERATIONS | $2,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 720 W WILSHIRE BLVD 101-F | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL OPERATIONS | $200 | |
| CASA OF THE RIVER REGION | ||||||||
| 982 EASTERN PKWY | LOUISVILLE | KY | 40217 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| CENTRAL KENTUCKY RIDING FOR HOPE | ||||||||
| PO BOX 13155 | LEXINGTON | KY | 40583 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| CENTRAL OKLAHOMA HUMANE SOCIETY | ||||||||
| 7500 N WESTERN AVENUE | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| CORPUS CHRISTI CLASSICAL ACADEMY | ||||||||
| PO BOX 395 | SIMPSONVILLE | KY | 40067 | NONE | PC | GENERAL OPERATIONS | $30,000 | |
| DARE TO CARE FOOD BANK | ||||||||
| 5803 FERN VALLEY ROAD | LOUISVILLE | KY | 40228 | NONE | PC | GENERAL OPERATIONS | $340 | |
| FIELDSTONE FARM FOUNDATION INC | ||||||||
| 198 MAD RIVER LANE | ELSBERRY | MO | 63343 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| FRANKLIN PERFORMING ARTS COMPANY | ||||||||
| 15 W CENTRAL STREET | FRANKLIN | MA | 02038 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| GREEN HILL THERAPY | ||||||||
| 1410 LONG RUN ROAD | LOUISVILLE | KY | 40245 | NONE | PC | GENERAL OPERATIONS | $30,000 | |
| GUIDE DOGS FOR THE BLIND | ||||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | NONE | PC | GENERAL OPERATIONS | $200 | |
| HORSESENSING INC | ||||||||
| 270 BAGDAD ROAD | SHELBYVILLE | KY | 40065 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| KENTUCKY EQUINE ADOPTION CENTER | ||||||||
| 1713 CATNIP HILL ROAD | NICHOLASVILLE | KY | 40356 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| KENTUCKY HORSE PARK FOUNDATION | ||||||||
| 4075 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| KENTUCKY HUMANE SOCIETY | ||||||||
| 1000 LYNDON LANE | LOUISVILLE | KY | 40222 | NONE | PC | GENERAL OPERATIONS | $15,000 | |
| MD ANDERSON CANCER CENTER | ||||||||
| PO BOX 301439 | HOUSTON | TX | 77230 | NONE | PC | GENERAL OPERATIONS | $1,500 | |
| MARION THERAPEUTIC RIDING ASSOCIATION INC | ||||||||
| 6850 SE 41ST COURT | OCALA | FL | 34480 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| MIDWEST CHARITY HORSE SHOW | ||||||||
| E SANGAMAON AVENUE | SPRINGFIELD | IL | 62702 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| MILESTONES INC | ||||||||
| 12372 RIGGS ROAD | INDEPENDENCE | KY | 41501 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| NATIONAL ACADEMY CHAMPIONSHIP FINALS | ||||||||
| 147 SADDLEBRED DRIVE | HARTSELLE | AL | 35640 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| OPERATION CARE INC | ||||||||
| 708 MAIN STREET | SHELBYVILLE | KY | 40065 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| PEOPLE & ANIMAL LEARNING SERVICES | ||||||||
| 7644 W ELWREN ROAD | BLOOMINGTON | IN | 47403 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| SADDLEBRED RESCUE INC | ||||||||
| 6 MEADOW CLIFF LANE | HARDWICK | NJ | 07825 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| STIRRUPS 'N STRIDES THERAPEUTIC RIDING CENTER INC | ||||||||
| 4246 W HWY 318 | CITRA | FL | 32113 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| TEEN RECOVERY SOLUTIONS | ||||||||
| 730 W WILSHIRE BLVD SUITE 105 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| THE HEART THAT GIVES FOUNDATION | ||||||||
| 901 KENTUCKY DRIVE | ASHLAND | MO | 65010 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| THE HUMANE SOCIETY OF OLDHAM COUNTY | ||||||||
| 2601 INTERIOR WAY | LA GRANGE | KY | 40031 | NONE | PC | GENERAL OPERATIONS | $250 | |
| THE NATIONAL WILDLIFE FEDERATION | ||||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | NONE | PC | GENERAL OPERATIONS | $500 | |
| TYSON'S CHANCE ANIMAL FOUNDATION | ||||||||
| 353 KENTUCKY STREET | SHELBYVILLE | KY | 40065 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| UNITED STATES EQUESTRIAN TEAM FOUNDATION INC | ||||||||
| 1040 POTTERSVILLE ROAD | GLADSTONE | NJ | 07934 | NONE | PC | GENERAL OPERATIONS | $1,500 | |
| UPSIDE THERAPEUTIC | ||||||||
| 250 KENWOOD HILL ROAD | LOUISVILLE | KY | 40214 | NONE | PC | GENERAL OPERATIONS | $40,000 | |
| VICTORY FARM | ||||||||
| PO BOX 6341 | GASTONIA | NC | 28056 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| WOODY WILLIAMS FOUNDATION | ||||||||
| 12123 SHELBYVILLE ROAD SUITE 100 | LOUISVILLE | KY | 40243 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATIONS | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $365,240 | 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 | $89 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,996 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $639,404 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1 - WESTERN GAS MIDSTREAM PARTNERS, LP | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$36 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $752,453 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $752,453 | 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 Person | MARY GAYLORD MCCLEAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100 | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $588,162 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 186 SHARES OF AMAZON STOCK | NoncashPropertyDesc |
| Fair Market Value | $588,162 | FairMarketValueAmt |
| Received | 2021-01-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 11,843.718 SHS CAP WORLD GROWTH & INC FUND BOND FUND OF AMERICA | $144,060 | $158,587 |
| 9,506.031 SHS INTERMEDIATE BOND FUND OF AM | $125,076 | $130,518 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 13,683.934 SHS AM INCOME FUND | $300,456 | $353,730 |
| 15,888.164 SHS AMERICAN CAP WORLD GROWTH & INCOME FUND | $660,440 | $1,011,599 |
| 15,088 SHS RYMAN HOSPITALITY | $386,257 | $1,387,492 |
| 20,942.272 SHS AM HIGH INCOME FUND | $217,738 | $220,313 |
| 2,000 SHS NEWMONT MINING CORP | $131,890 | $124,040 |
| 17,524 SHS VIACOM INC. CLASS B | $3,109,230 | $528,874 |
| 5,749.130 SHS EUROPACIFIC GROWTH FUND | $242,230 | $372,486 |
| 7,860 SHS WELLS FARGO & CO NEW | $2,176,652 | $4,411,832 |
| 15,093.954 SHS GROWTH FUND OF AMERICA | $688,361 | $1,121,481 |
| 16,864.523 SHS FUNDAMENTAL INV FUND | $860,936 | $1,281,029 |
| 1,063.352 SHS AMERICAN SMALL CAP WORLD A | $66,420 | $85,100 |
| 186 SHS AMAZON COM | $588,162 | $620,187 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $64,728 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1 - WESTERN GAS MIDSTREAM PARTNERS, LP | Desc |
| Revenue And Expenses Per Books | -$36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$36 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$36 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $2,137 | $0 | $0 |
| FOREIGN TAXES | $776 | $776 | $0 |
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