GHEENS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GHEENS FOUNDATION INC (EIN 61-6031406)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-02-25
- IRS object ID
- 202120569349100807
- Schema version
- 2019v5.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-25T13:54:57-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCM CPAS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 S FOURTH ST SUITE 2600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402023445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616031406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GHEENS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GHEE | BusinessNameControlTxt |
| Phone | 5025844650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 WEST MAIN STREET NO 705 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY G ALLEN | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 5025844650 | PhoneNum |
| Signature | 2021-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICTORIA D BUSTER CPA | PreparerPersonNm |
| PTIN | P00024054 | PTIN |
| Phone | 5027491900 | PhoneNum |
| Preparation | 2021-02-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $152,635,871 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $57,918 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,918 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,154,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,154,459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$178,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105,162,014 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,475,869 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,475,869 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,510,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,688,246 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $454,911 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,491 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $409,420 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $107,298 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,730 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $96,568 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $45,446 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,545 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $40,901 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,910 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,730 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,230 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,724 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,942 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,477 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $472 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $472 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $45,570 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,228 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $27,342 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,423 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,169 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,254 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $361,992 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $356,723 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,269 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,153,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $494,440 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $626,961 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,704,859 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,793,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,858,565 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $494,440 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,419,961 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,348,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,193,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $583,087 | CashBOYAmt |
| Cash EOY | $173,422 | CashEOYAmt |
| Cash EOYFMV | $173,422 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,457,979 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,305,121 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,305,121 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $523,581 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $145,831 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $145,831 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $139,301,026 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $136,519,646 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $150,958,101 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $42,035 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,789 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $718 | LandBOYAmt |
| Land EOY | $246 | LandEOYAmt |
| Land EOYFMV | $246 | LandEOYFMVAmt |
| Other Assets BOY | $61,491 | OtherAssetsBOYAmt |
| Other Assets EOY | $53,150 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $53,150 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $141,927,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $138,197,416 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $152,635,871 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,789 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $900 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,415,810 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,325,486 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,422,599 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,326,386 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $138,505,283 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $135,871,030 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $138,505,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $135,871,030 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $141,927,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $138,197,416 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $138,505,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,348,489 | ExcessRevenueOverExpensesAmt |
| Other Increases | $714,236 | OtherIncreasesAmt |
| Subtotal | $135,871,030 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $135,871,030 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $103,112,288 | $105,340,184 | -$2,227,896 | -$2,227,896 |
| CAPITAL GAINS DIVIDENDS | P | $2,049,726 | $2,049,726 | $2,049,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$178,170 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,968,949 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $133,415,587 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044740 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,973,412 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $143,616,642 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048556 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,014,534 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $139,621,278 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050240 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,731,477 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $136,358,085 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049366 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,039,815 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $143,276,539 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049134 | DistributionYr5Rt |
| Total Distribution | 0.242036 | TotalDistributionRt |
| Average Distribution | 0.048407 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $145,374,128 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,037,125 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31,938 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,069,063 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,419,961 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $31,938 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,938 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $95,449 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $95,449 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $63,511 | OverpaymentAmt |
| Applied To ES Tax | $63,511 | 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 | KY | 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 | WWW.GHEENSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BARRY ALLEN | IndividualWithBooksNm |
| Phone | 5025844650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 WEST MAIN STREET SUITE 705 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | 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 | Yes (1) | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL B MOUNTJOY | ||||||||
| 401 WEST MAIN ST STE 705 | LOUISVILLE | KY | 40202 | CEO/TRUSTEE/CHAIR | 9.00 | $97,000 | $0 | $0 |
| PHOEBE A WOOD | ||||||||
| 401 WEST MAIN ST STE 705 | LOUISVILLE | KY | 40202 | TRUSTEE/INV COMMITTEE CH | 2.00 | $30,000 | $0 | $0 |
| LAMAN A GRAY JR MD | ||||||||
| 401 WEST MAIN ST STE 705 | LOUISVILLE | KY | 40202 | TRUSTEE | 1.50 | $22,000 | $0 | $0 |
| JOHN R CROCKETT III | ||||||||
| 401 WEST MAIN ST STE 705 | LOUISVILLE | KY | 40202 | TRUSTEE/SECRETARY/COMP COMM CH | 2.00 | $26,000 | $0 | $0 |
| BARRY G ALLEN | ||||||||
| 401 WEST MAIN ST STE 705 | LOUISVILLE | KY | 40202 | PRESIDENT/TREASURER | 40.00 | $227,911 | $23,927 | $0 |
| CHARLES P DENNY | ||||||||
| 401 WEST MAIN ST STE 705 | LOUISVILLE | KY | 40202 | TRUSTEE | 1.50 | $22,000 | $0 | $0 |
| LORI H FLANERY | ||||||||
| 401 WEST MAIN ST STE 705 | LOUISVILLE | KY | 40202 | TRUSTEE/AUDIT COMMITTEE CHAIR | 2.00 | $30,000 | $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 | $135,821,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,138,096 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,628,657 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $147,587,947 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $147,587,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,213,819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $145,374,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,268,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,268,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,938 | TotalTaxAmt |
| Distributable Before Adj | $7,236,768 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,236,768 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,236,768 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,419,961 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,419,961 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $31,938 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,388,023 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,236,768 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $180,807 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $180,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,419,961 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,236,768 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $183,193 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $364,000 | 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 | $364,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $180,807 | ExcessFromYear2Amt |
| Excess From Current Year | $183,193 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BARRY G ALLEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 WEST MAIN STREET STE 705 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5025844650 | RecipientPhoneNum |
| Form And Info And Materials | AN ONLINE APPLICATION CAN BE FOUND AT WWW.GHEENSFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES ARE QUARTERLY. SPECIFIC DATES CAN BE FOUND AT WWW.GHEENSFOUNDATION.ORG. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE ONLY AWARDED TO NONPROFIT ORGANIZATIONS WHOSE MISSIONS IMPACT THE GREATER LOUISVILLE METRO AREA AND LAFOURCHE AND TERREBONE PARISHES IN LOUISIANA, THE HOME COMMUNITIES OF MR. AND MRS. EDWIN GHEENS. IN SOME INSTANCES, NONPROFIT ORGANIZATIONS WHICH OPERATE OUTSIDE LOUISVILLE BUT IN KENTUCKY ARE CONSIDERED FOR FUNDING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 21ST CENTURY PARKS INC | ||||||||
| 471 WEST MAIN STREET SUITE 202 | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | CAPITAL INITIATIVES AND ANNUAL SUPPORT FOR THE PARKLANDS OF FLOYDS FORK | $100,000 | |
| ONEWEST | ||||||||
| 2028 WEST BROADWAY | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | INVEST WEST CAPITAL CAMPAIGN | $200,000 | |
| 2NOT1 FATHERHOOD & FAMILIES | ||||||||
| 1600 WEST ST CATHERINE STREET | LOUISVILLE | KY | 40201 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $10,000 | |
| AMERICAN PRINTING HOUSE FOR THE BLIND INC | ||||||||
| 1839 FRANKFORT AVENUE | LOUISVILLE | KY | 40206 | UNRELATED | EXEMPT | GENERAL OPERATING SUPPORT | $30,000 | |
| AMERICAN RED CROSS | ||||||||
| 510 EAST CHESTNUT STREET | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | SECOND CENTURY HUMANITARIAN CAMPAIGN | $25,000 | |
| AMERICANA COMMUNITY CENTER INC | ||||||||
| 4801 SOUTHSIDE DRIVE | LOUISVILLE | KY | 40214 | UNRELATED | EXEMPT | YOUTH AND FAMILY EDUCATION | $100,000 | |
| PILLAR INC | ||||||||
| 7408 HIGHWAY 329 | CRESTWOOD | KY | 40014 | UNRELATED | EXEMPT | GENERAL SUPPORT WITH A FOCUS ON COMMUNITY CONNECTION | $15,000 | |
| BAYOU COMMUNITY FOUNDATION | ||||||||
| PO BOX 582 | HOUMA | LA | 70361 | UNRELATED | EXEMPT | GENERAL SUPPORT - 3 YEAR GRANT | $150,000 | |
| BETTER BUSINESS BUREAU CONSUMER EDUCATION FUND INC | ||||||||
| 844 S 4TH STREET | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $5,000 | |
| BEACON HOUSE AFTERCARE PROGRAM INC | ||||||||
| 963 SOUTH SECOND STREET | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | TECHNOLOGY, EDUCATION AND TELEMEDICINE LAB (PROVIDED BY THE GHEENS FOUNDATION) | $5,000 | |
| BEST BUDDIES | ||||||||
| 3044 BARDSTOWN ROAD 1274 | LOUISVILLE | KY | 40205 | UNRELATED | EXEMPT | BEST BUDDIES SCHOOL FRIENDSHIP PROGRAM AND BEYOND | $5,000 | |
| BIG BROTHERSBIG SISTERS OF KENTUCKIANA | ||||||||
| 1519 GARDINER LANE | LOUISVILLE | KY | 40218 | UNRELATED | EXEMPT | 1519 GARDINER LANE | $50,000 | |
| BOYS & GIRLS CLUB INC | ||||||||
| 3900 CRITTENDEN DR | LOUISVILLE | KY | 40209 | UNRELATED | EXEMPT | SUSTAINING IMPACT FOR OUR COMMUNITY | $25,000 | |
| BOYS AND GIRLS HAVEN | ||||||||
| 2301 GOLDSMITH LANE | LOUISVILLE | KY | 40218 | UNRELATED | EXEMPT | PREPARING FOR THE NEXT 70 YEARS. | $25,000 | |
| THE CABBAGE PATCH SETTLEMENT HOUSE | ||||||||
| 1413 S 6TH ST40208 | LOUISVILLE | KY | 40208 | UNRELATED | EXEMPT | COLLEGE PREPARATION PROGRAM EXPANSION | $25,000 | |
| CASA INC | ||||||||
| 982 EASTERN PARKWAY BOX 9 | LOUISVILLE | KY | 40217 | UNRELATED | EXEMPT | ADVOCACY ACADEMY & SUPPORT PROGRAM | $10,000 | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES INC | ||||||||
| 321 GUTHRIE STREET | LOUISVILLE | KY | 402021813 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $20,000 | |
| CENTER FOR NON PROFIT EXCELLENCE | ||||||||
| 323 W BROADWAY STE 501 | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | INVESTING IN SOCIAL IMPACT: PHASE I, II & III | $50,000 | |
| THE CENTER FOR WOMEN & FAMILIES | ||||||||
| 927 S 2ND ST | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $40,000 | |
| CEREBRAL PALSY KIDS CENTER | ||||||||
| PO BOX 17630 | LOUISVILLE | KY | 40217 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $15,000 | |
| CHILDREN HAVE OPTIONS IN CHOOSING EXPERIENCES | ||||||||
| 3715 BARDSTOWN ROAD SUITE 303 | LOUISVILLE | KY | 40228 | UNRELATED | EXEMPT | C.H.O.I.C.E. AGENCY SUPPORT FOR 2020-2021 ACADEMIC YEAR | $10,000 | |
| THE COALITION FOR THE HOMELESS | ||||||||
| 1300 S FOURTH ST SUITE 250 | LOUISVILLE | KY | 40208 | UNRELATED | EXEMPT | LOUISVILLE PLAN TO PREVENT & END YOUTH & YOUNG ADULT HOMELESSNESS | $25,000 | |
| COMMUNITIES IN SCHOOLS OF CLARK COUNTY | ||||||||
| 4403 HAMBURG PIKE SUITE C | JEFFERSONVILLE | IN | 47130 | UNRELATED | EXEMPT | INTEGRATED STUDENT SUPPORTS | $50,000 | |
| COMMUNITY FOUNDATION OF LOUISVILLE | ||||||||
| 325 W MAIN ST 1110 | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | COORDINATED COMMUNITY INVESTMENT SPECIALISTS; ONELOUISVILLE EMERGENCY FUND; GREATER LOUISVILLE PROJECT'S DEEP DRIVERS OF CHANGE: 21ST CENTURY JOBS, EDUCATION, QUALITY OF PLACE, AND HEALTH; GIVE FOR GOOD LOUISVILLE | $455,000 | |
| CREATIVE AGENTS OF CHANGE FOUNDATION INC | ||||||||
| 633 EAST MAIN STREET UNIT 352 | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | SMOKETOWN HOPEBOX | $50,000 | |
| DEPAUL SCHOOL INC | ||||||||
| 1925 DUKER AVE | LOUISVILLE | KY | 40205 | UNRELATED | EXEMPT | CAMPAIGN FOR THE ACADEMY AT THE DE PAUL SCHOOL | $45,000 | |
| DOWN SYNDROME OF LOUISVILLE INC | ||||||||
| 5001 S HURSTBOURNE PARKWAY | LOUISVILLE | KY | 40291 | UNRELATED | EXEMPT | VIRTUAL DSL EDUCATION | $5,000 | |
| DRESS FOR SUCCESS LOUISVILLE INC | ||||||||
| 913 E MAIN STREET SUITE 101B | LOUISVILLE | KY | 40206 | UNRELATED | EXEMPT | CAREER TRANSFORMATION CENTER PROGRAMMING | $10,000 | |
| EDUCATIONAL JUSTICE INC | ||||||||
| 737 SOUTH THIRD ST | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | EDUCATIONAL JUSTICE ACTIVISTS | $50,000 | |
| ELDERSERVE INC | ||||||||
| 215 W BRECKINRIDGE STREET | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | SENIOR CENTER REDEVELOPMENT PROJECT | $50,000 | |
| FAMILY AND CHILDREN'S PLACE | ||||||||
| 525 ZANE STREET | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | GENERAL OPERATIONS FOR FAMILY & CHILDREN'S PLACE: ON THE FRONT LINES OF UNACCEPTABLE CHILD ABUSE RATES IN KENTUCKY FOR A SECOND YEAR | $110,000 | |
| FAMILY COMMUNITY CLINIC INC | ||||||||
| 1420 E WASHINGTON STREET | LOUISVILLE | KY | 40206 | UNRELATED | EXEMPT | PATIENT EXPANSION AND ADMINISTRATIVE SUPPORT | $25,000 | |
| FAMILY SCHOLAR HOUSE INC | ||||||||
| 403 REG SMITH CIRCLE | LOUISVILLE | KY | 40208 | UNRELATED | EXEMPT | FSH RESPONSE CENTER | $35,000 | |
| THE FILSON HISTORICAL SOCIETY | ||||||||
| 1310 S 3RD STREET | LOUISVILLE | KY | 40208 | UNRELATED | EXEMPT | FILSON TECHNOLOGY CAPACITY BUILDING PROJECT | $10,000 | |
| FIRST BAPTIST CHURCH | ||||||||
| 230 S 5TH STREET | WILLIAMSBURG | KY | 40769 | UNRELATED | EXEMPT | MARCELLA MOUNTJOY, MEMORIAL | $250 | |
| FRANCISCAN SHELTER HOUSE | ||||||||
| 748 S PRESTON ST | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | GRANT FOR GENERAL OPERATING EXPENSES | $50,000 | |
| FUND FOR THE ARTS | ||||||||
| 623 WEST MAIN ST | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | GENERAL OPERATING SUPPORT; CULTURAL LOU RECOVERY FUND | $265,000 | |
| GIRL SCOUTS OF KENTUCKIANA INC | ||||||||
| 2115 LEXINGTON ROAD | LOUISVILLE | KY | 402062816 | UNRELATED | EXEMPT | ZONES OF HOPE | $15,000 | |
| GLOBAL GAME CHANGERS | ||||||||
| 201 EAST MAIN STREET SUITE 104 | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | GGC EXPANDED LEARNING PROGRAM + SCHOOL EMPOWERMENT ZONE | $25,000 | |
| GOVERNOR'S SCHOLARS PROGRAM FOUNDATION INC | ||||||||
| 1024 CAPITAL CENTER DRIVE SUITE 210 | FRANKFORT | KY | 40601 | UNRELATED | EXEMPT | GOVERNOR'S SCHOLARS PROGRAM | $10,000 | 112 CONSUMER DRIVE |
| GREATER LOUISVILLE FOUNDATION INC | ||||||||
| 614 W MAIN STREET SUITE 6000 | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | LIVE IN LOU - RECRUITING AND RETAINING TALENT | $150,000 | |
| HABITAT FOR HUMANITY OF METRO LOUISVILLE | ||||||||
| 1620 BANK ST | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | THE JANE & JEWELL EDUCATION AND COMMUNITY OUTREACH CENTER | $50,000 | |
| HARBOR HOUSE OF LOUISVILLE INC | ||||||||
| 2231 LOWER HUNTERS TRACE | LOUISVILLE | KY | 40216 | UNRELATED | EXEMPT | HARBOR HOUSE OF LOUISVILLES INTERGENERATIONAL LIFE CENTER: A PLACE FOR GROWING UP AND GROWING OLD | $50,000 | |
| THE HEALING PLACE INC | ||||||||
| 1020 WEST MARKET STREET | LOUISVILLE | KY | 402022630 | UNRELATED | EXEMPT | THE HEALING PLACE PHASE II PROGRAM | $50,000 | |
| HEUSER HEARING AND LANGUAGE ACADEMY | ||||||||
| 111 E KENTUCKY STREET | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | EARLY INTERVENTION FOR CHILDREN WITH HEARING LOSS | $15,000 | |
| HOME OF THE INNOCENTS | ||||||||
| 1100 E MARKET STREET | LOUISVILLE | KY | 40206 | UNRELATED | EXEMPT | EQUIPMENT FOR KOSAIR CHARITIES PEDIATRIC CONVALESCENT CENTER | $50,000 | |
| HOSPARUS INC | ||||||||
| 3532 EPHRAIM MCDOWELL DR | LOUISVILLE | KY | 40205 | UNRELATED | EXEMPT | KOURAGEOUS KIDS | $25,000 | |
| HOUSE OF RUTH INC | ||||||||
| 607 E ST CATHERINE STREET | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | HOUSE OF RUTH CHALLENGE GRANT | $7,500 | |
| THE HOUSING PARTNERSHIP INC | ||||||||
| 1512 CRUMS LANE STE 401 | LOUISVILLE | KY | 40216 | UNRELATED | EXEMPT | HPI HAS SUCCESSFULLY RENOVATED OR BEGAN RENOVATION OF 22 SINGLE-FAMILY HOMES FOR SALE TO HOUSEHOLDS WITH INCOMES OF 50% AMI OR LOWER, 60% AMI OR LOWER, AND 80% AMI OR LOWER. | $150,000 | |
| ISAIAH HOUSE | ||||||||
| PO BOX 188 | WILLISBURG | KY | 40078 | UNRELATED | EXEMPT | LONG-TERM TREATMENT GENERAL OPERATIONS | $10,000 | |
| J B SPEED ART MUSEUM | ||||||||
| 2035 SOUTH THIRD STREET | LOUISVILLE | KY | 40208 | UNRELATED | EXEMPT | SPEED ART MUSEUM EDUCATIONAL PROGRAMMING | $50,000 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 3600 DUTCHMANS LANE | LOUISVILLE | KY | 40205 | UNRELATED | EXEMPT | OUR COMMUNITY, OUR FUTURE; TRIPLE YOUR GIFT CHALLENGE. PHILANTHROPY THAT INSPIRES DONORS. | $100,000 | |
| JEWISH FAMILY & CAREER SERVICES OF LOUISVILLE INC | ||||||||
| 2821 KLEMPNER WAY | LOUISVILLE | KY | 40205 | UNRELATED | EXEMPT | GENERAL OPERATIONS - FAMILY STRENGTHENING COVID-19 RESPONSE | $50,000 | |
| JUNIOR ACHIEVEMENT OF KENTUCKIANA INC | ||||||||
| 1401 W MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | 3DE BY JUNIOR ACHIEVEMENT: SYSTEMICALLY RE-ENGINEERING HIGH SCHOOL EDUCATION TO EXPAND ECONOMIC OPPORTUNITY FOR ALL STUDENTS | $150,000 | |
| KENTUCKIANA CHILDREN'S HOUSE INC | ||||||||
| 550 S 1ST ST | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | KEEPING MORE FAMILIES CLOSE - RONALD MCDONALD HOUSE EXPANSION | $50,000 | |
| KENTUCKIANAWORKS FOUNDATION INC | ||||||||
| 410 WEST CHESTNUT STREET SUITE 200 | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | EARN TO LEARN SUMMER TECH PROGRAM | $100,000 | |
| KENTUCKY AUTHOR FORUM | ||||||||
| 620 W MAIN STREET SUITE 602 | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $15,000 | |
| KENTUCKY HARVEST | ||||||||
| 7705 NATIONAL TURNPIKE | LOUISVILLE | KY | 40214 | UNRELATED | EXEMPT | PEOPLE HELPING PEOPLE | $10,000 | |
| KENTUCKY HUMANE SOCIETY | ||||||||
| 241 STEEDLEY DRIVE | LOUISVILLE | KY | 40214 | UNRELATED | EXEMPT | IN MEMORY OF LOLA BOHANNON | $250 | |
| KENTUCKY NONPROFIT NETWORK | ||||||||
| PO BOX 24362 | LEXINGTON | KY | 40524 | UNRELATED | EXEMPT | KENTUCKY GRANTMAKERS CIRCLE OF SUPPORT | $5,000 | |
| KENTUCKY SHAKESPEARE FESTIVAL | ||||||||
| 323 W BROADWAY SUITE 401 | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | EXPANSION OF 60TH SEASON OF FREE KENTUCKY SHAKESPEARE FESTIVAL IN CENTRAL PARK | $5,000 | |
| KENTUCKY YMCA YOUTH ASSOCIATION | ||||||||
| 91 C MICHAEL DAVENPORT BLVD | FRANKFORT | KY | 40601 | UNRELATED | EXEMPT | STUDENT Y: RESPONDING TO COVID 19 | $15,000 | |
| KENTUCKY YOUTH ADVOCATES INC | ||||||||
| 10200 LINN STATION RD SUITE 310 | LOUISVILLE | KY | 40223 | UNRELATED | EXEMPT | GENERAL OPERATING SUPPORT | $20,000 | |
| LA CASITA CENTER INC | ||||||||
| 223 E MAGNOLIA AVE | LOUISVILLE | KY | 40208 | UNRELATED | EXEMPT | LA CASITA CENTER CHILDRENS ENRICHMENT | $20,000 | |
| LEADERSHIP LOUISVILLE FOUNDATION | ||||||||
| 707 W MAIN ST | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $25,000 | |
| LEGAL AID SOCIETY INC | ||||||||
| 416 W MUHAMMAD ALI BLVD SUITE 300 | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | PROJECT H.E.L.P. (HOMELESS EXPERIENCE LEGAL PROTECTION) LOUISVILLE | $20,000 | |
| LIFEHOUSE INC | ||||||||
| 2710 RIEDLING DRIVE | LOUISVILLE | KY | 40206 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $10,000 | |
| LIGHTHOUSE PROMISE INC | ||||||||
| 5312 SHEPHERDSVILLE ROAD | LOUISVILLE | KY | 40228 | UNRELATED | EXEMPT | PARTNERS IN LEARNING/COLLEGE AND CAREER READINESS | $20,000 | |
| THE LINCOLN FOUNDATION | ||||||||
| 4322 BISHOP LANE | LOUISVILLE | KY | 40218 | UNRELATED | EXEMPT | WHITNEY M. YOUNG SCHOLARS PROGRAM GENERAL OPERATING SUPPORT | $50,000 | |
| LINCOLN HERITAGE COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 12001 SYCAMORE STATION PLACE | LOUISVILLE | KY | 40299 | UNRELATED | EXEMPT | PUTTING THE OUTING IN OUTREACH PROGRAM, LINCOLN HERITAGE COUNCIL | $20,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 28 LIBERTY STREET 34TH FLOOR | NEW YORK | NY | 10005 | UNRELATED | EXEMPT | GENERAL OPERATIONS FOR THE LISC LOUISVILLE OFFICE. LISC OPERATES AS A SINGLE 501(C)3 ENTITY. WITHIN OUR FINANCE STRUCTURE, WE HAVE INDIVIDUAL BUDGET CENTERS FOR EACH LOCAL OFFICE. | $50,000 | |
| LOUISVILLE CENTRAL COMMUNITY CENTERS INC | ||||||||
| 1300 WEST MUHAMMAD ALI | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | EDUCATIONAL PROGRAMS FOR AT-RISK & ECONOMICALLY DISADVANTAGED CHILDREN | $75,000 | |
| LOUISVILLE FREE PUBLIC LIBRARY FOUNDATION | ||||||||
| 301 YORK STREET | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | STEPS FOR THE FUTURE | $50,000 | |
| LOUISVILLE GROWS | ||||||||
| 1641 PORTLAND AVE | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | SEEDS & STARTS EXPANSION AND CAPACITY BUILDING | $10,000 | |
| LOUISVILLE HOUSING OPPORTUNITIES AND MICROENTERPRISE COMM DEV LOAN | ||||||||
| PO BOX 211028 | LOUISVILLE | KY | 40221 | UNRELATED | EXEMPT | FINANCIAL COACHING IN LOW TO MODERATE INCOME AREAS OF LOUISVILLE | $75,000 | |
| LOUISVILLE ORCHESTRA ASSOCIATION | ||||||||
| 620 W MAIN ST SUITE 600 | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | MAKINGMUSIC | $10,000 | |
| LOUISVILLE PRESBYTERIAN THEOLOGICAL SEMINARY | ||||||||
| 1044 ALTA VISTA ROAD | LOUISVILLE | KY | 40205 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $25,000 | |
| SPALDING UNIVERSITY | ||||||||
| 845 SOUTH THIRD STREET | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | SPALDING UNIVERSITY INTERPROFESSIONAL DOCTOR OF PHYSICAL THERAPY (DPT) PROGRAM | $100,000 | |
| LOUISVILLE URBAN LEAGUE INC | ||||||||
| 1535 WEST BROADWAY | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | SPORTS AND LEARNING COMPLEX | $600,000 | |
| LOUISVILLE WATERFRONT DEVELOPMENT CORPORATION | ||||||||
| 129 RIVER ROAD | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | PLAYWORKS AT WATERFRONT PARK PHASE IV | $125,000 | |
| MAKE-A-WISH OF OHIO KENTUCKY AND INDIANA | ||||||||
| 1230 LIBERTY BANK LANE SUITE 300 | LOUISVILLE | KY | 40222 | UNRELATED | EXEMPT | WISH HEROES CHALLENGE | $10,000 | |
| MATTINGLY EDGE | ||||||||
| 1930 BISHOP LANE SUITE 1001 | LOUISVILLE | KY | 40218 | UNRELATED | EXEMPT | GENERAL OPERATING SUPPORT | $25,000 | |
| MEREDITH-DUNN LEARNING CENTER INC | ||||||||
| 3023 MELBOURNE AVE | LOUISVILLE | KY | 40220 | UNRELATED | EXEMPT | PROVIDING TECHNOLOGY TO MEREDITH-DUNN STUDENTS | $20,000 | |
| TRIPLE TWELVE MINISTRIES INC | ||||||||
| 521 N 26TH STREET | LOUISVILLE | KY | 40212 | UNRELATED | EXEMPT | MCLA - EXPANDING CAPACITY THROUGH GENERAL SUPPORT | $25,000 | |
| METRO UNITED WAY | ||||||||
| 334 EAST BROADWAY PO BOX 4488 | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | IMPROVING DEVELOPMENTAL, EDUCATIONAL, AND LIFE OUTCOMES IN LOUISVILLE | $100,000 | |
| METROPOLITAN HOUSING COALITION INC | ||||||||
| PO BOX 4533 | LOUISVILLE | KY | 402044533 | UNRELATED | EXEMPT | 22,000: EQUITIES OR EVICTIONS? RACIAL EQUITY IN WEALTH | $10,000 | |
| MISSION BEHIND BARS INC | ||||||||
| PO BOX 22034 | LOUISVILLE | KY | 40252 | UNRELATED | EXEMPT | MB3'S MENTORING PROGRAM | $10,000 | |
| MOLO VILLAGE CDC | ||||||||
| POST OFFICE BOX 2846 | LOUISVILLE | KY | 40201 | UNRELATED | EXEMPT | THE VILLAGE@WEST JEFFERSON CAPITAL SUPPORT | $35,000 | |
| MOM'S CLOSET RESOURCE CENTER INC | ||||||||
| 11921 BRINLEY AVENUE | LOUISVILLE | KY | 40243 | UNRELATED | EXEMPT | LIFE PLAN PROGRAM - GENERAL OPERATING EXPENSES | $10,000 | |
| THE MORTON CENTER | ||||||||
| 1028 BARRET AVE | LOUISVILLE | KY | 40204 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $50,000 | |
| NATIONAL ALLIANCE FOR THE MENTALLY ILL LOUISVILLE | ||||||||
| 708 W MAGAZINE ST | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $15,000 | |
| NATIVITY ACADEMY AT ST BONIFACE INC | ||||||||
| 529 EAST LIBERTY STREET | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | GENERAL OPERATING SUPPORT | $20,000 | |
| NEIGHBORHOOD HOUSE | ||||||||
| 201 N 25TH ST | LOUISVILLE | KY | 40212 | UNRELATED | EXEMPT | NEIGHBORHOOD HOUSE FAMILY SERVICES | $160,000 | |
| NEW DIRECTIONS HOUSING CORPORATION | ||||||||
| 1617 MAPLE STREET | LOUISVILLE | KY | 40210 | UNRELATED | EXEMPT | HOMEOWNERSHIP PRESERVATION - REPAIR AFFAIR | $150,000 | |
| NEW ROOTS INC | ||||||||
| 1800 PORTLAND AVENUE | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | NEW ROOTS FRESH STOP MARKETS | $20,000 | |
| OPEN DOOR OF HOPE INC | ||||||||
| 701 WASHINGTON STREET PO BOX 1302 | SHELBYVILLE | KY | 40066 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $10,000 | |
| ORCHID HOUSE INC | ||||||||
| 703 SOUTH 31ST STREET | LOUISVILLE | KY | 40211 | UNRELATED | EXEMPT | MARTY'S ORCHID HOUSE-PATHWAY TO SUSTAINABILITY | $10,000 | |
| OWSLEY BROWN FRAZIER HISTORICAL ARMS MUSEUM FOUNDATION INC | ||||||||
| 829 W MAIN STREET | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | WEST LOUISVILLE PROGRAMMING | $10,000 | |
| PERSONAL COUNSELING SERVICE INC | ||||||||
| 1205 APPLEGATE LANE | CLARKSVILLE | IN | 47129 | UNRELATED | EXEMPT | MENTAL HEALTH CARE FOR TRAUMATIZED CHILDREN, YOUTH & FAMILIES | $30,000 | |
| PETERSON-DUMESNIL HOUSE FOUNDATION INC | ||||||||
| 301 S PETERSON AVE | LOUISVILLE | KY | 40206 | UNRELATED | EXEMPT | THE PETERSON-DUMESNIL HOUSE 150TH ANNIVERSARY CAMPAIGN (PDH150) | $5,000 | |
| PLANNED PARENTHOOD OF INDIANA AND KENTUCKY | ||||||||
| 200 S MERIDIAN STREET SUITE 400 | INDIANAPOLIS | IN | 46225 | UNRELATED | EXEMPT | LOUISVILLE TEEN COUNCIL | $10,000 | |
| PORTLAND MUSEUM INC | ||||||||
| 2308 PORTLAND AVE | LOUISVILLE | KY | 40212 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $5,000 | |
| PRICHARD COMMITTEE FOR ACADEMIC EXCELLENCE | ||||||||
| 271 WEST SHORT STREET SUITE 202 | LEXINGTON | KY | 40507 | UNRELATED | EXEMPT | EDUCATION EXCELLENCE & EQUITY IN A CHANGING WORLD | $20,000 | |
| THE PRISONERS HOPE INC | ||||||||
| 11501 PLANTSIDE DRIVE STE 10 | LOUISVILLE | KY | 40299 | UNRELATED | EXEMPT | THE PRISONER'S HOPE | $5,000 | |
| JEFFERSON STREET BAPTIST CENTER | ||||||||
| 733 E JEFFERSON ST | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | EMERGENCY DAY SHELTER OPERATIONS | $10,000 | |
| THE SALVATION ARMY | ||||||||
| 911 SOUTH BROOK ST | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | PATHWAY OF HOPE | $25,000 | |
| SCARLET HOPE | ||||||||
| PO BOX 6542 | LOUISVILLE | KY | 40206 | UNRELATED | EXEMPT | SCARLET HOPE CAREER DEVELOPMENT PROGRAM | $25,000 | |
| SEVEN COUNTIES SERVICES INC | ||||||||
| 10101 LINN STATION RD STE 600 | LOUISVILLE | KY | 40223 | UNRELATED | EXEMPT | CRISIS AND INFORMATION CENTER | $15,000 | |
| SHIVELY AREA MINISTRIES | ||||||||
| 4415 DIXIE HIGHWAY | LOUISVILLE | KY | 40216 | UNRELATED | EXEMPT | THE VILLAGE | $30,000 | |
| SIMMONS COLLEGE OF KENTUCKY INC | ||||||||
| 1000 S FOURTH STREET | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $250,000 | |
| SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOUISVILLE INC | ||||||||
| 1015-C S PRESTON STREET | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | FAMILY SUCCESS CENTER SUPPORT | $25,000 | |
| SOWING SEEDS WITH FAITH | ||||||||
| 1620 HEMLOCK COURT | LOUISVILLE | KY | 40211 | UNRELATED | EXEMPT | SOWING SEEDS WITH FAITH SUMMER ACADEMIC ENRICHMENT CAMP | $10,000 | |
| SPONSOR 4 SUCCESS INC | ||||||||
| 2336 W CHESTNUT STREET | LOUISVILLE | KY | 40211 | UNRELATED | EXEMPT | JOE HAMMOND CENTER AT BEECHER TERRACE | $30,000 | |
| ST GEORGE'S COMMUNITY CENTER | ||||||||
| 1600 W ST CATHERINE ST | LOUISVILLE | KY | 40210 | UNRELATED | EXEMPT | READING ROCKETS SUMMER PROGRAM | $15,000 | |
| ST JOHN CENTER INC | ||||||||
| 700 EAST MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | PERMANENT SUPPORTIVE HOUSING PROGRAM | $20,000 | |
| ST JOSEPH CATHOLIC ORPHAN SOCIETY | ||||||||
| 2823 FRANKFORT AVE | LOUISVILLE | KY | 40206 | UNRELATED | EXEMPT | BUILDING FOREVER FAMILIES | $50,000 | |
| STAGE ONE | ||||||||
| 315 W MARKET STREET SUITE 2S | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $25,000 | |
| SUMMERBRIDGE LOUISVILLE INC | ||||||||
| 902 S SHELBY STREET | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | SUMMERBRIDGE LOUISVILLE | $10,000 | |
| SUMMIT ACADEMY OF GREATER LOUISVILLE INC | ||||||||
| 11508 MAIN ST | LOUISVILLE | KY | 40243 | UNRELATED | EXEMPT | SUMMIT ACADEMY - MISSION SUPPORT | $5,000 | |
| SUNLIGHT BAPTIST CHURCH | ||||||||
| 9322 BARONNE DRIVE | BATON ROUGE | LA | 70810 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $10,000 | |
| SUNRISE CHILDREN'S SERVICES INC | ||||||||
| 300 HOPE ST PO BOX 1429 | MT WASHINGTON | KY | 40047 | UNRELATED | EXEMPT | "GENERAL OPERATIONS" | $10,000 | |
| TEACH KENTUCKY INC | ||||||||
| 907 BARRET AVE | LOUISVILLE | KY | 40204 | UNRELATED | EXEMPT | ADDRESSING TEACHER RECRUITMENT NEEDS IN A DIGITAL ERA | $70,000 | |
| TREESLOUISVILLE INC | ||||||||
| PO BOX 5816 | LOUISVILLE | KY | 40255 | UNRELATED | EXEMPT | A CRITICAL ASSESSMENT OF CHANGES TO LOUISVILLE'S DECLINING URBAN TREE CANOPY | $10,000 | |
| TRI-COUNTY COMMUNITY ACTION AGENCY INC | ||||||||
| 1015 DISPATCHERS WAY | LAGRANGE | KY | 40031 | UNRELATED | EXEMPT | THE HOPE CENTER | $25,000 | |
| UNIVERSITY OF LOUISVILLE FOUNDATION | ||||||||
| CARDINAL STATION SUITE 212215 | LOUISVILLE | KY | 40208 | UNRELATED | EXEMPT | THE GHEENS INSTITUTE: SUPPORTING STUDENT SUCCESS IN STEM-H | $500,000 | CENTRAL AVENUE |
| USA CARES INC | ||||||||
| 11760 COMMONWEALTH DR | LOUISVILLE | KY | 40299 | UNRELATED | EXEMPT | USA CARES - GENERAL OPERATING SUPPORT | $15,000 | |
| USPIRITUS INC | ||||||||
| 3121 BROOKLAWN CAMPUS DR | LOUISVILLE | KY | 40218 | UNRELATED | EXEMPT | LOWER LEVELS OF CARE EXPANSION & RESEARCH | $25,000 | |
| VISUALLY IMPAIRED PRESCHOOL SERVICES | ||||||||
| 1906 GOLDSMITH LANE | LOUISVILLE | KY | 40218 | UNRELATED | EXEMPT | GENERAL OPERATIONS. | $20,000 | |
| VOLUNTEERS OF AMERICA OF KENTUCKY INC | ||||||||
| 570 S 4TH ST | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | ADVANCING VOLUNTEERS OF AMERICA MID-STATES TECHNOLOGY STATUS TO IMPROVE COMMUNITY HEALTH | $75,000 | |
| WEST END SCHOOL INC | ||||||||
| 3628 VIRGINIA AVENUE | LOUISVILLE | KY | 40211 | UNRELATED | EXEMPT | 2020 OPERATIONS | $50,000 | |
| WEST LOUISVILLE PERFORMING ARTS ACADEMY | ||||||||
| 323 W BROADWAY ARTSPACE 4TH FLOOR | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | WEST LOUISVILLE PERFORMING ARTS ACADEMY COMMUNITY EXPANSION PROGRAM | $10,000 | |
| HISTORIC HOMES FOUNDATION INC | ||||||||
| 3033 BARDSTOWN ROAD | LOUISVILLE | KY | 40205 | UNRELATED | EXEMPT | GENERAL OPERATING SUPPORT | $10,000 | |
| YMCA OF GREATER LOUISVILLE | ||||||||
| 545 S 2ND ST | LOUISVILLE | KY | 40202 | UNRELATED | EXEMPT | YMCA SAFE PLACE SERVICES - SHELTER HOUSE | $25,000 | |
| YOUNG ADULT DEVELOPMENT IN ACTION INC | ||||||||
| 800 S PRESTON STREET | LOUISVILLE | KY | 40203 | UNRELATED | EXEMPT | STEAM EXCHANGE | $5,000 | |
| YOUNG AUTHORS GREENHOUSE INC | ||||||||
| 2509 PORTLAND AVENUE | LOUISVILLE | KY | 40212 | UNRELATED | EXEMPT | GENERAL OPERATIONS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,793,000 | 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 | $57,918 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,154,459 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$178,170 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL INTERESTS (NET) | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,475,869 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,510,076 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,510,076 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $31,640 | Amt |
| Net Investment Income | $7,910 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,730 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS | AT COST | $130,122,521 | $144,560,976 |
| MINERAL RESERVES | FMV | $6,397,125 | $6,397,125 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE FURNITURE | $27,082 | $26,836 | $246 | $246 |
| LEASEHOLD IMPROVEMENTS | $14,953 | $14,953 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $61,491 | BOYBookValueAmt |
| EOY Book Value | $53,150 | EOYBookValueAmt |
| EOYFMV | $53,150 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $280,174 | $280,174 | $0 |
| COMPUTER EXPENSE | $4,408 | $4,188 | $220 |
| INSURANCE | $28,345 | $26,928 | $1,417 |
| MISCELLANEOUS LA FEES | $35,234 | $33,472 | $1,762 |
| MISCELLANEOUS | $11,688 | $11,104 | $584 |
| TELEPHONE | $2,143 | $857 | $1,286 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL INTERESTS (NET) | Desc |
| Revenue And Expenses Per Books | $1,475,869 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,475,869 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,475,869 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $714,236 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH CONSULTING FEES | $12,917 | $12,917 | $0 |
| OTHER FEES | $31,313 | $31,313 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $19,419 | $1,942 | $17,477 |
| FEDERAL EXCISE TAX | $32,305 | $0 | $0 |
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