JAMES A AND MARTHA R BROWN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JAMES A AND MARTHA R BROWN CHARITABLE FOUNDATION INC (EIN 83-0744635)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-05
IRS object ID
202121259349102032
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)
Return2021-05-05T12:47:47-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Stites & Harbison PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 W Main Street Suite 2300AddressLine1Txt
CityLexingtonCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830744635EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1James A and Martha R Brown Charitable Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone8592262324PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 W Main StAddressLine1Txt
CityLexingtonCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJoni DouglasPersonNm
Person TitlePresidentPersonTitleTxt
Phone8592262324PhoneNum
Signature2021-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJoniPersonFirstNm
Person LastDouglasPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTaylor J StuckeyPreparerPersonNm
PTINP01845658PTIN
Phone8592262289PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$35,718,575FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$28,453,130ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$32,031DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,031DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$92,036NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$716,147GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$92,036CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$18,910OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$18,910OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$28,596,107TotalRevAndExpnssAmt
Total Net Invst Incm$142,977TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$6,600CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$2,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,500OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$29TaxesRevAndExpnssAmt
Taxes Net Invst Incm$29TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$9,129TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,529TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,047,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,047,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,056,629TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,529TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,047,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,539,478ExcessRevenueOverExpensesAmt
Net Investment Income$140,448NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,352SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$349,807SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$349,807SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$109,178CorporateStockBOYAmt
Corporate Stock EOY$19,622,172CorporateStockEOYAmt
Corporate Stock EOYFMV$27,191,402CorporateStockEOYFMVAmt
Corporate Bonds BOY$40,719CorporateBondsBOYAmt
Corporate Bonds EOY$7,719,748CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,177,366CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$152,249TotalAssetsBOYAmt
Total Assets EOY$27,691,727TotalAssetsEOYAmt
Total Assets EOYFMV$35,718,575TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$152,249NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$27,691,727NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$152,249TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,691,727TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$152,249TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,691,727TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$152,249TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,539,478ExcessRevenueOverExpensesAmt
Subtotal$27,691,727SubtotalAmt
Tot Net Ast Or Fund Balances EOY$27,691,727TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$716,147GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$624,111CostOrOtherBasisAmt
Gain Or Loss$92,036GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$92,036GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$92,036CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,952InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,952SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,952TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$1,952TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJONI DOUGLASIndividualWithBooksNm
Phone8595880691PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1250 W MAIN ST STE 2300AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JONI DOUGLAS
1592 KENTONTOWN ROADMOUNT OLIVETKY41064BD. CHAIR/PRES.1.50$2,600$0$0
HARRY RICHART
4036 PALOMAR BOULEVARDLEXINGTONKY40513DIRECTOR/SEC.1.00$2,000$0$0
EDWIN CULBERTSON
109 E PIKE STREETCYNTHIANAKY41031DIRECTOR1.00$2,000$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,090,867AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,461AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,125,328TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,125,328AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,880CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,078,448NetVlNoncharitableAssetsAmt
Minimum Investment Return$153,922MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$153,922MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,952TaxBasedOnInvestmentIncomeAmt
Total Tax$1,952TotalTaxAmt
Distributable Before Adj$151,970DistributableBeforeAdjAmt
Distributable Before Ded$151,970DistributableBeforeDedAmt
Distributable As Adjusted$151,970DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,047,500ExpensesAndContributionsAmt
Qualifying Distributions$1,047,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,047,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$151,970DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$548,155ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$548,155TotalExcessDistributionCyovAmt
Qualifying Distributions$1,047,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$151,970AppliedToCurrentYearAmt
Remaining Distri From Corpus$895,530RemainingDistriFromCorpusAmt
Total Corpus$1,443,685TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,443,685ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$548,155ExcessFromYear1Amt
Excess From Current Year$895,530ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJONI DOUGLASRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1250 W MAIN ST SUITE 2300AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8592350622RecipientPhoneNum
Form And Info And MaterialsNO SPECIAL FORM REQUIRED AT THIS TIMEFormAndInfoAndMaterialsTxt
Submission DeadlinesNOT AT THIS TIMESubmissionDeadlinesTxt
Restrictions On AwardsPREFERENCE WILL BE GIVEN TO ORGANIZATIONS OPERATING IN NICHOLAS COUNTY AND/OR HARRISON COUNTY, KENTUCKYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GEORGETOWN COLLEGE
400 E COLLEGE STREETGEORGETOWNKY40324PCSCHOLARSHIPS/RENOVATIONS$500,000
HARRISON MEMORIAL HOSPITAL
1210 KY HWY 36ECYNTHIANAKY41031PCCONSTRUCTION$500,000
TOGETHER WE GROW INC
250 W MAIN ST STE 2300LEXINGTONKY40507PFSHOP WITH A COP PROGRAM$37,500
BLUEGRASS COMMUNITY FOUNDATION
499 EAST HIGH STREET SUITE 112LEXINGTONKY40507PCHARRISON COUNTY COVID RELIEF$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,047,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,031ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$92,036ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
NONDIVIDEND DISTRIBUTION14$3,354
CAPITAL GAIN DISTRIBUTIONS18$15,556

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$142,977ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$142,977TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JAMES A BROWN 2007 REVOCABLE TRUST
1100 E VINE ST SUITE 501LEXINGTONKY40507$1,042,061Yes (X)
JAMES A BROWN 2007 REVOCABLE TRUST
2100 E VINE ST SUITE 501LEXINGTONKY40507$27,411,069Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertySECURITIESNoncashPropertyDesc
Fair Market Value$27,411,069FairMarketValueAmt
Received2020-12-17ReceivedDt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetPUBLICLY TRADED SECURITIESAssetDesc
Gross Sales Price$716,147GrossSalesPriceAmt
Basis$624,111BasisAmt
Total Net$92,036TotalNetAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
NONDIVIDED DISTRIBUTION$3,354$3,354
CAPITAL GAIN DISTRIBUTIONS$15,556$15,556

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCOMMUNITY TRUST AND INVESTMENT COMPANY INVESTMENT MANAGEMENTCategoryTxt
Amt$2,500Amt
Net Investment Income$2,500NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELDCategoryTxt
Amt$29Amt
Net Investment Income$29NetInvestmentIncomeAmt

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