DORAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DORAN FOUNDATION INC (EIN 20-3474077)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202111309349101326
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T11:15:25-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 ARMORY DRIVE SUITE 190 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203474077 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORA | BusinessNameControlTxt |
| Phone | 2709175514 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 STATE ROUTE 94 WEST | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 420714600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD G DORAN JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2709175514 | PhoneNum |
| Signature | 2021-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAROLD | PersonFirstNm |
| Person Last | DORAN JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN V RAYBURN | PreparerPersonNm |
| PTIN | P00429464 | PTIN |
| Phone | 6156651811 | PhoneNum |
| Preparation | 2021-05-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $3,857,039 | 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 | $285,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,667 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,667 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $18,667 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $102,401 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,401 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $102,401 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$79,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,141,837 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $326,751 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,068 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $121,068 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $45,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,789 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,789 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $9,789 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,100 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,497 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,443 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,644 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,908 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | -$264 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,030 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,697 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $63,068 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,697 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $63,068 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $164,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $90,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,371 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $58,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $206,960 | CashBOYAmt |
| Cash EOY | $236,969 | CashEOYAmt |
| Cash EOYFMV | $236,969 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $333,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $210,471 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $210,471 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,518,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,671,571 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,102,645 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,258,325 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,278,693 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,306,954 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,317,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,397,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,857,039 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,317,275 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,397,704 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,317,275 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,397,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,317,275 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,397,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,317,275 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $90,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,341 | OtherIncreasesAmt |
| Subtotal | $3,414,037 | SubtotalAmt |
| Other Decreases | $16,333 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,397,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICALLY TRADED STOCK-AMERITRADE | $330,594 | $337,671 | -$7,077 | -$7,077 | |
| PUBLICALLY TRADED STOCK-TRUIST | $164,873 | $161,614 | $3,259 | $3,259 | |
| PUBLICALLY TRADED STOCK-AMERITRUST | $432,109 | $545,407 | -$113,298 | -$113,298 | |
| PUBLICALLY TRADED STOCK-TRUIST | $1,212,759 | $1,176,462 | $36,297 | $36,297 | |
| CAPITAL GAINS DIVIDENDS | $1,502 | $1,502 | $1,502 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$79,317 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,818 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $797 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $797 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $77 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HAROLD G DORAN JR | IndividualWithBooksNm |
| Phone | 2709175514 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 STATE ROUTE 94 W | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 420714600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HAROLD G DORAN JR | ||||||||
| 1121 STATE ROUTE 94W | MURRAY | KY | 42071 | PRESIDENT/DIRECTOR | 30.00 | $0 | $0 | $0 |
| KELLY W DORAN | ||||||||
| 1121 STATE ROUTE 94W | MURRAY | KY | 42071 | OFFICE MANAGER | 20.00 | $20,000 | $0 | $0 |
| H FRANK DORAN | ||||||||
| 2010 ELMBROOK CT | MURRAY | KY | 42071 | TREASURER/DIRECTOR | 20.00 | $25,000 | $0 | $0 |
| SARAH D MURRAY | ||||||||
| 1121 STATE ROUTE 94W | MURRAY | KY | 42071 | SECRETARY/ DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,015,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $433,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,448,849 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,448,849 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,397,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $169,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $169,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $797 | TotalTaxAmt |
| Distributable Before Adj | $169,059 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $169,059 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $169,059 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $164,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $164,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $164,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $169,059 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,223 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,374 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $3,741 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,338 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $164,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $164,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,759 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,759 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,579 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,579 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,579 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOCA GRANDE HEALTH CLINIC FOUNDATION | |||||||
| 280 PARK AVENUE | BOCA GRANDE | FL | 339212340 | NONE | 501(C)(3) | GENERAL PURPOSES | $1,000 |
| DIABETES RESEARCH INSTITUTE FOUNDATION | |||||||
| 200 S PARK ROAD | HOLLYWOOD | FL | 33021 | NONE | 501(C)(3) | GENERAL PURPOSES | $60,200 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 503 MAPLE STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $6,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 503 MAPLE STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $500 |
| MAIN STREET YOUTH CENTER | |||||||
| 513 SOUTH 4TH STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $5,000 |
| MURRAY CALLOWAY COUNTY SENIOR CITIZENS CENTER | |||||||
| 607 POPLAR STREET STE D | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $200 |
| MURRAY STATE UNIVERSITY ATHLETICS | |||||||
| 200 HERITAGE HALL | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $20,000 |
| MURRAY STATE UNIVERSITY FOUNDATION | |||||||
| 200 HERITAGE HALL | MURRAY | KY | 42071 | NONE | 501(C)(3) | RACE ONE STATUE CONSTRUCTION FUND | $25,000 |
| MURRAY STATE UNIVERSITY FOUNDATION | |||||||
| 200 HERITAGE HALL | MURRAY | KY | 42071 | NONE | 501(C)(3) | HAZEL ALUMIN SCHOLARSHIP IN MEMORY OF DAN TAYLOR | $500 |
| MURRAY STATE UNIVERSITY FOUNDATION | |||||||
| 200 HERITAGE HALL | MURRAY | KY | 42071 | NONE | 501(C)(3) | TAMMIE RIGGINS MEMORIAL/SCHOLARSHIP FUND | $1,000 |
| MURRAY STATE UNIVERSITYWKMS | |||||||
| 200 HERITAGE HALL | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $2,500 |
| PLAYHOUSE IN THE PARK | |||||||
| 701 GIL HOPSON DRIVE | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $30,000 |
| THE FOUNDATION AT MURRARY-CALLOWAY COUNTY HOSPITAL | |||||||
| 803 POPLAR STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | ANNA MAE OWN RESIDENTIAL HOSPICE HOUSE | $400 |
| TOWING FOR TOYS | |||||||
| 516 S 12TH STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $2,500 |
| MURRAY NEED LINE | |||||||
| 509 NORTH 8TH STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $1,000 |
| WATCH INC | |||||||
| 702 MAIN STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $5,000 |
| MISD-FAMILY RESOURCE CENTER | |||||||
| 801 MAIN STREET | MURRAY | KY | 42071 | NONE | 501(C)(3) | GENERAL PURPOSES | $3,000 |
| MURRAY HIGH SCHOOL ATHLETIC FUND | |||||||
| 1800 SYCAMORE STREET | HENDERSON | KY | 42420 | NONE | 501(C)(3) | MEMORIAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,300 | 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 | $18,667 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,401 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$79,317 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,751 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,751 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KELLY W DORAN CLAT | ||||||
| 1 | 1121 STATE ROUTE 94 WEST | MURRAY | KY | 42071 | $200,000 | Yes (X) |
| HAROLD DORAN | ||||||
| 2 | 1121 STATE ROUTE 94 WEST | MURRAY | KY | 42071 | $85,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,100 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SUNTRUST INVESTMENTS | BondNm |
| EOY Book Value | $1,278,693 | EOYBookValueAmt |
| EOYFMV | $1,306,954 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE | StockNm |
| EOY Book Value | $1,671,571 | EOYBookValueAmt |
| EOYFMV | $2,102,645 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE DISALLOWED | Desc |
| Amt | $16,333 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $7,736 | $7,736 | $0 | $0 |
| SUPPLIES | $1,172 | $1,172 | $0 | $0 |
| UTILITIES | $1,133 | $0 | $1,133 | $0 |
| OTHER | -$1,397 | $0 | -$1,397 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TD AMERITRADE NONDIVIDEND DISTRIBUTIONS | $6,337 |
| ROUNDING | $4 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES - FEDERAL | $54 | $0 | $0 | $0 |
| TAXES - PAYROLL | $3,443 | $0 | $3,443 | $0 |
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