BETA

MARY GAYLORD FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MARY GAYLORD FOUNDATION (EIN 73-1519735)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202103159349100010
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T07:17:05-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11225 N BROADWAY AVENUE SUITE 200AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731519735EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARY GAYLORD MCCLEAN FOUNDATIONBusinessNameLine1Txt
Business Name Line2(FORMERLY MARY GAYLORD FOUNDATION)BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone5027228933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 100AddressLine1Txt
CitySIMPSONVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY G MCCLEANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5027228933PhoneNum
Signature2021-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPersonFirstNm
Person LastMCCLEANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonASHLEY M FOGLEPreparerPersonNm
PTINP01258800PTIN
Phone4058482020PhoneNum
Preparation2021-05-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,164,475FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,355InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,355InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$133,503DividendsRevAndExpnssAmt
Dividends Net Invst Incm$111,569DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$42,893NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$42,810GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,893CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$1,144OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$1,144OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$186,607TotalRevAndExpnssAmt
Total Net Invst Incm$154,673TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$925AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$925AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,680TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$553OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$550OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,083TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$925TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,475TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$417,075ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$417,075ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$423,158TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$925TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$418,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$236,551ExcessRevenueOverExpensesAmt
Net Investment Income$153,748NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY-$1CashEOYAmt
Cash EOYFMV-$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,310,993SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$985,340SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$985,340SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$9,424PrepaidExpensesBOYAmt
Prepaid Expenses EOY$8,266PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$8,266PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$8,047,255CorporateStockBOYAmt
Corporate Stock EOY$8,127,367CorporateStockEOYAmt
Corporate Stock EOYFMV$8,885,854CorporateStockEOYFMVAmt
Corporate Bonds BOY$250,463CorporateBondsBOYAmt
Corporate Bonds EOY$258,058CorporateBondsEOYAmt
Corporate Bonds EOYFMV$285,016CorporateBondsEOYFMVAmt
Total Assets BOY$9,618,135TotalAssetsBOYAmt
Total Assets EOY$9,379,030TotalAssetsEOYAmt
Total Assets EOYFMV$10,164,475TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$8,333,961CapitalStockBOYAmt
Capital Stock EOY$8,333,961CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,284,174RetainedEarningBOYAmt
Retained Earning EOY$1,045,069RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,618,135TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,379,030TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,618,135TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,379,030TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,618,135TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$236,551ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,381,584SubtotalAmt
Other Decreases$2,554OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,379,030TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
FROM K-1 - WESTERN GAS MIDSTREAM PARTNERS, LPP$89$89
FROM K-1 - WESTERN GAS MIDSTREAM PARTNERS, LPP-$6-$6
CAPITAL GAINS DIVIDENDSP$42,810$42,810$42,810
FieldValueIRS element (for citing)
Capital Gain Net Income$42,893CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,137InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,137SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,137TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,266EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,266TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,129OverpaymentAmt
Applied To ES Tax$6,129AppliedToESTaxAmt
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 StateOKOrgReportOrRegisterStateCd
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
Individual With BooksRICHARD A DAVIS CPAIndividualWithBooksNm
Phone4056599764PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13316 DOGWOOD LANEAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73034ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID O HOGAN
2222 S UTICA PLACE SUITE 200TULSAOK74114TRUSTEE1.00$0$0$0
MARY GAYLORD MCCLEAN
PO BOX 100SIMPSONVILLEKY40067TRUSTEE1.00$0$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,442,415AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,007,521AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$9,135FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,459,071TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,459,071AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$126,886CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,332,185NetVlNoncharitableAssetsAmt
Minimum Investment Return$416,609MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$416,609MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,137TaxBasedOnInvestmentIncomeAmt
Total Tax$2,137TotalTaxAmt
Distributable Before Adj$414,472DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$414,472DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$414,472DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$418,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$418,550QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$418,550AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$414,472DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$41,148ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$41,148TotalExcessDistributionCyovAmt
Qualifying Distributions$418,550QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$414,472AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,078RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$45,226TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$45,226ExcessDistriCyovToNextYrAmt
Excess From Year1$41,148ExcessFromYear1Amt
Excess From Current Year$4,078ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARY GAYLORD MCCLEANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA30303NONEPCGENERAL OPERATIONS$1,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231NONEPCGENERAL OPERATIONS$125
AMERICAN INSITUTE FOR CANCER RESEARCH
PO BOX 9717WASHINGTONDC20090NONEPCGENERAL OPERATIONS$250
AMERICAN KIDNEY FUND
11921 ROCKVILLE PIKE SUITE 300ROCKVILLEMD20852NONEPCGENERAL OPERATIONS$100
AMERICAN RED CROSS
430 17TH STREET NWWASHINGTONDC20006NONEPCGENERAL OPERATIONS$25,000
AMERICAN SADDLEBRED MUSEUM
4083 IRON WORKS PARKWAYLEXINGTONKY40511NONEPCGENERAL OPERATIONS$80,000
AWAKE MINISTRIES
701 WASHINGTON STREETSHELBYVILLEKY40065NONEPCGENERAL OPERATIONS$10,000
BEST FRIENDS ANIMAL SOCIETY
720 W WILSHIRE BOULEVARD 101-FOKLAHOMA CITYOK73116NONEPCGENERAL OPERATIONS$100
CASA OF THE RIVER REGION
982 EASTERN PARKWAY BOX 9LOUISVILLEKY40217NONEPCGENERAL OPERATIONS$10,000
CENTRAL KETUCKY RIDING FOR HOPE
4185 WALT ROBERTSON ROADLEXINGTONKY40511NONEPCGENERAL OPERATIONS$5,000
CENTRAL OKLAHOMA HUMANE SOCIETY
7500 N WESTERN AVENUEOKLAHOMA CITYOK73116NONEPCGENERAL OPERATIONS$1,000
CORPUS CHRISTI ACADEMY
1662 INGRAM ROADCHARLESTONSC29407NONEPCGENERAL OPERATIONS$35,000
DARE TO CARE FOOD BANK
5803 FERN VALLEY ROADLOUISVILLEKY40228NONEPCGENERAL OPERATIONS$150
GLAUCOMA RESEARCH FOUNDATION
251 POST STREET SUITE 600SAN FRANCISCOCA94108NONEPCGENERAL OPERATIONS$150
GREEN HILL THERAPY INC
1410 LONG RUN ROADLOUISVILLEKY40245NONEPCGENERAL OPERATIONS$30,000
GUIDE DOGS FOR THE BLIND
PO BOX 151200SAN RAFAELCA94915NONEPCGENERAL OPERATIONS$200
HERSHEL WOODY WILLIAMS MEDAL OF HONOR FOUNDATION
12123 SHELBYVILLE ROAD SUITE 100LOUISVILLEKY40243NONEPCGENERAL OPERATIONS$10,000
HORSESENSING INC
270 BAGDAD ROADBAGDADKY40065NONEPCGENERAL OPERATIONS$10,000
KENTUCKY EQUINE ADOPTION CENTER
PO BOX 910124LEXINGTONKY40591NONEPCGENERAL OPERATIONS$5,000
KENTUCKY HORSE PARK FOUNDATION
4075 IRON WORKS PARKWAYLEXINGTONKY40511NONEPCGENERAL OPERATIONS$10,000
KENTUCKY HUMANE SOCIETY
1000 LYNDON LANELOUISVILLEKY40222NONEPCGENERAL OPERATIONS$6,000
MD ANDERSON CANCER CENTER
1515 HOLCOMBE BOULEVARDHOUSTONTX77030NONEPCGENERAL OPERATIONS$1,500
MARION THERAPEUTIC RIDING ASSOCIATION
6850 SE 41ST COURTOCALAFL34480NONEPCGENERAL OPERATIONS$1,000
MASONIC HOMES KENTUCKY
3701 FRANKFORT AVENUELOUISVILLEKY40207NONEPCGENERAL OPERATIONS$10,000
NATIONAL ACADEMY CHAMPIONSHIP FINALS
147 SADDLEBRED DRIVEHARTSELLEAL35640NONEPCGENERAL OPERATIONS$5,000
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVERESTONVA20190NONEPCGENERAL OPERATIONS$750
OKLAHOMA HALL OF FAME
1400 CLASSEN DRIVEOKLAHOMA CITYOK73106NONEPCGENERAL OPERATIONS$5,000
OPERATION CARE
708 MAIN STREETSHELBYVILLEKY40065NONEPCGENERAL OPERATIONS$20,000
RIDIN' HIGH INC
5722 LONG CREEK ROADMORRISTOWNTN37813NONEPCGENERAL OPERATIONS$6,000
SADDLEBRED RESCUE INC
6 MEADOW CLIFF LANEHARDWICKNJ07825NONEPCGENERAL OPERATIONS$10,000
SIMPSONVILLE PARKS AND RECREATION
108 OLD VEECHDALE ROADSIMPSONVILLEKY40067NONEPCGENERAL OPERATIONS$25,000
ST JUDES CHILDREN'S HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONEPCGENERAL OPERATIONS$5,000
STIRRUPS 'N STRIDES THERAPEUTIC RIDING CENTER INC
4246 W HWY 318CITRAFL32113NONEPCGENERAL OPERATIONS$5,000
THE HEART THAT GIVES FOUNDATION
901 KENTUCKY DRIVEASHLANDMO65010NONEPCGENERAL OPERATIONS$7,500
THE HUMANE SOCIETY OF THE UNITED STATES
1255 23RD STREET NW SUITE 450WASHINGTONDC20037NONEPCGENERAL OPERATIONS$250
UPHA FOUNDATION INC
4059 IRON WORKS PARKWAY SUITE 2LEXINGTONKY40511NONEPCGENERAL OPERATIONS$15,000
UPSIDE THERAPEUTIC RIDING INC
250 KENWOOD HILL ROADLOUISVILLEKY40214NONEPCGENERAL OPERATIONS$50,000
VICTORY FARM
PO BOX 6341GASTONIANC28056NONEPCGENERAL OPERATIONS$10,000
WEDNESDAY'S CHILD
PO BOX 39LOUISVILLEKY40201NONEPCGENERAL OPERATIONS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$417,075TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,355ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$133,503ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$42,893ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFROM K-1 - WESTERN GAS MIDSTREAM PARTNERS, LPDesc
Exclusion01ExclusionCd
Exclusion-$1,144ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$176,607ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$176,607TotalIncomeProducingActyAmt

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 PersonMARY GAYLORD MCCLEANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 100AddressLine1Txt
CitySIMPSONVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40067ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,850Amt
Net Investment Income$925NetInvestmentIncomeAmt
Disbursements Charitable Prps$925DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionTHE FOUNDATION HEREBY MAKES THIS ELECTION WITH RESPECT TO THE $417,625 SHOWN ON FORM 990-PF (2020), PART XII, LINE 4(C), COLUMN (A).ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
11,303.708 SHS CAP WORLD GROWTH & INC FUND BOND FUND OF AMERICA$136,662$155,878
9,237.327 SHS INTERMEDIATE BOND FUND OF AM$121,396$129,138

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
12,796.561 SHS AM INCOME FUND$277,279$301,359
14,839.791 SHS AMERICAN CAP WORLD GROWTH & INCOME FUND$595,320$881,335
15,088 SHS RYMAN HOSPITALITY$386,257$1,022,363
19,966.236 SHS AM HIGH INCOME FUND$208,390$202,458
2,000 SHS NEWMONT MINING CORP$131,890$119,780
23,324 SHS VIACOM INC. CLASS B$3,112,361$869,052
5,240.643 SHS EUROPACIFIC GROWTH FUND$208,212$363,386
7,860 SHS WELLS FARGO & CO NEW$2,236,277$3,440,336
11,086.712 SHS GROWTH FUND OF AMERICA$388,783$748,797
12,434.022 SHS FUNDAMENTAL INV FUND$523,353$859,813
970.144 SHS AMERICAN SMALL CAP WORLD A$59,245$77,175

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$2,554Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS EXPENSES$550$0$550
FROM K-1 - WESTERN GAS MIDSTREAM PARTNERS, LP$3$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFROM K-1 - WESTERN GAS MIDSTREAM PARTNERS, LPDesc
Revenue And Expenses Per Books-$1,144RevenueAndExpensesPerBooksAmt
Net Investment Income-$1,144NetInvestmentIncomeAmt
Adjusted Net Income-$1,144AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$3,658$0$0
FOREIGN TAXES$22$0$0

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