MUIR HOUSE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MUIR HOUSE FOUNDATION (EIN 46-2986797)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-06
- IRS object ID
- 202131269349101048
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-06T12:57:54-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W MAIN STREET STE 1400 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | 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 | 462986797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MUIR HOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUIR | BusinessNameControlTxt |
| Phone | 8592939252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3750 PARIS PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONNIE HALE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8592939252 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CONNIE | PersonFirstNm |
| Person Last | HALE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SHAH | PreparerPersonNm |
| PTIN | P00448795 | PTIN |
| Phone | 8592552341 | PhoneNum |
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 | $4,910,811 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $40,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $592,723 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,746,948 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $592,723 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $633,081 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $633,081 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,625 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,732 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $694 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $60 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $60 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $526 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $506 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,718 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $237,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $395,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $630,244 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,580 | CashBOYAmt |
| Cash EOY | $11,937 | CashEOYAmt |
| Cash EOYFMV | $11,937 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,367,509 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $3,129,077 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,887,252 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,898,874 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,785 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,506,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,899,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,910,811 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,250 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $3,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,503,701 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,899,189 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,503,701 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,899,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,506,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,899,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,503,701 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $395,488 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,899,189 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,899,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| JP MORGAN - ST COVERED | 2020-12-31 | $946,708 | $1,048,734 | -$102,026 | -$102,026 | |
| JP MORGAN - LT COVERED | 2020-12-31 | $3,754,465 | $3,105,491 | $648,974 | $648,974 | |
| CAPITAL GAINS DIVIDENDS | $45,775 | $45,775 | $45,775 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $592,723 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,760 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,760 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,760 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $50 | EsPenaltyAmt |
| Tax Due | $8,810 | 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 |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNIE HALE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8592939252 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3750 PARIS PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ANTONY R BECK | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | TRUSTEE/CO-PRESIDENT | 0.50 | $0 | $0 | $0 |
| ANGELA L BECK | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | TRUSTEE/CO-PRESIDENT | 0.50 | $0 | $0 | $0 |
| SARAH FOZZARD | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | TREASURER | 0.50 | $0 | $0 | $0 |
| HILLARY MCCOWAN | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | SECRETARY | 0.50 | $0 | $0 | $0 |
| CONNIE HALE | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | CFO | 0.50 | $0 | $0 | $0 |
| SEAN THIBODEAUX | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | INVESTMENT MANAGER | 0.50 | $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 | $3,589,841 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,045,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,635,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,635,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,565,938 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $228,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,760 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,760 | TotalTaxAmt |
| Distributable Before Adj | $219,537 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $219,537 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $219,537 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,718 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $232,718 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $232,718 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $219,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,807 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,890 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,019 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,967 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,106 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,789 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,718 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $219,537 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,181 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,970 | 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 | $3,807 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,163 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,890 | ExcessFromYear4Amt |
| Excess From Year3 | $4,019 | ExcessFromYear3Amt |
| Excess From Year2 | $18,967 | ExcessFromYear2Amt |
| Excess From Year1 | $11,106 | ExcessFromYear1Amt |
| Excess From Current Year | $13,181 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANTONY R BECK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADIA CENTER | |||||||
| PO BOX 583 | ROCKPORT | ME | 04856 | NONE | PC | HELP MAXIMIZING IMPACT IN TRANSITION FORM FOSSIL FUELS. | $5,000 |
| AMAZON CONSERVATION | |||||||
| 1012 14TH ST NW STE 625 | WASHINGTON | DC | 20005 | NONE | PC | PROTECT AND CONSERVE THE AMAZON | $12,500 |
| AMPERSAND SEXUAL VIOLENCE RESOURCE CENTER OF THE BLUEGRASS | |||||||
| PO BOX 1603 | LEXINGTON | KY | 40588 | NONE | PC | SUPPORT INDIVIDUALS & ENGAGE COMMUNITIES TO ENCOURAGE FREEDOM FROM SEXUAL VIOLENCE | $10,000 |
| ANNIE'S ANSWER INC | |||||||
| 301 E MAIN STREET SUITE 650 | LEXINGTON | KY | 40507 | NONE | PC | ASSIST IN EMOTIONAL HEALING OF CHILDREN AND ADULTS THROUGH EQUINE ASSISTED THERAPY, EQUINE ASSISTED LEARNING, AND COMMUNITY OUTREACH | $3,500 |
| APPALRED LEGAL AID | |||||||
| 120 NORTH FRONT AVENUE | PRESTONSBURG | KY | 41653 | NONE | PC | PROVIDE LEGAL ASSISTANCE TO FAMILIES, SENIORS, DOMESTIC VIOLENCE VICTIMS, VETERANS, AND DISABLED. | $10,000 |
| BLACK GIRLS CODE | |||||||
| 1736 FRANKLIN STREET 10TH FLOOR | OAKLAND | CA | 94612 | NONE | PC | PROVIDE GIRLS WITH THE SKILLS TO GO BEYOND BEING CONSUMERS AND TRANSITION TO BEING THE LEADERS, CREATORS AND INNOVATORSOF TECHNOLOGY | $5,000 |
| CARE USA | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 303032440 | NONE | PC | PROVIDING DONORS WITH THE INFORMATION THEY NEED TO MAKE MORE INFORMED GIVING DECISIONS. | $10,000 |
| CARNEGIE CENTER | |||||||
| 251 W SECOND STREET | LEXINGTON | KY | 40507 | NONE | PC | PROVIDE LITERACY AND LEARNING PROGRAMS TO PEOPLE OF ALL AGES AND BACKGROUNDS | $7,500 |
| CENTRAL KENTUCKY RIDING FOR HOPE | |||||||
| P O BOX 13155 | LEXINGTON | KY | 40583 | NONE | PC | IMPROVING THE QUALITY OF LIFE AND HEALTH OF INDIVIDUALS WITH SPECIAL PHYSICAL, COGNITIVE OR BEHAVIORAL NEEDS THROUGH THERAPEUTIC EQUINE ACTIVITIES. | $5,000 |
| CHILD FOUNDATION | |||||||
| 2020 NE 102 AVENUE | PORTLAND | OR | 97220 | NONE | PC | TO HELP UNDERPRIVILEGED CHILDREN SUCCEED IN EDUCATION AND ACHIEVE SAFE, HEALTHY, AND FULFILLING LIVES | $10,000 |
| EVIDENCE ACTION | |||||||
| PO BOX 65480 | WASHINGTON | DC | 20035 | NONE | PC | PROVIDE SUPPORT TO PEOPLE IN THE POOREST PLACES TO PROVIDE THEM WITH BETTER OPPORTUNITIES AND IMPROVED LIVES | $4,000 |
| FOODCHAIN | |||||||
| 501 W 6TH STREET | LEXINGTON | KY | 40508 | NONE | PC | PROVIDE SUPPORT FOR EDUCATIONAL OUTREACH | $8,000 |
| FRIENDS OF BRILAND AID INC | |||||||
| 6 CLIDALE ROAD | GREENWICH | CT | 06831 | NONE | PC | ENSURE THE PEOPLE, CULTURE, AND BEAUTY OF HARBOUR ISLAND REMAIN INTACT DURING THE COVID-19 CRISIS. | $10,000 |
| GENTLE CAROUSEL MINIATURE THERAPY HORSES | |||||||
| 2775 NW 49TH AVENUE SUITE 205 | OCALA | FL | 34482 | NONE | PC | CARE FOR HORSES AND PROVIDE VISITS AND GIFTS TO CHILDREN AND ADULTS. | $5,000 |
| HIAS | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | PC | PROVIDE SUPPORT FOR REFUGEES | $6,000 |
| HOPE CENTER INC | |||||||
| PO BOX 6 | LEXINGTON | KY | 40588 | NONE | PC | TO CARE FOR HOMELESS AND AT-RISK PERSONS BY PROVIDING LIFE-SUSTAINING AND LIFE-REBUILDING SERVICES | $10,000 |
| HUMAN RIGHTS INITIATIVE OF NORTH TEXAS | |||||||
| 2801 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | PROVIDES LEGAL SERVICES TO PEOPLE WHO HAVE SUFFERED HUMAN RIGHTS ABUSES. | $10,000 |
| INTERNATIONAL BOOK PROJECT INC | |||||||
| 1440 DELAWARE AVENUE | LEXINGTON | KY | 40505 | NONE | PC | PROMOTE EDUCATION AND LITERACY WHILE BROADENING AMERICANS' UNDERSTANDING OF THEIR NEIGHBORS | $3,000 |
| JAIL GUITAR DOORS USA | |||||||
| 842 NORTH FAIRFAX AVENUE 2 FLOOR | LOS ANGELES | CA | 90046 | NONE | PC | PROVIDE MUSIC EDUCATION SERVICES TO YOUNG PEOPLE. | $5,000 |
| KENTUCKY EQUINE ADOPTION CENTER | |||||||
| PO BOX 910124 | LEXINGTON | KY | 40591 | NONE | PC | PROVIDE SUPPORT FOR VETERINARY CARE, TRAINING, REHABILITATIONS AND HOMES FOR HORSES | $10,000 |
| LEGAL AID OF THE BLUEGRASS | |||||||
| 104 EAST SEVENTH STREET | COVINGTON | KY | 41011 | NONE | PC | HELP LOW-INCOME AND VULNERABLE PEOPLE IN KENTUCKY. | $10,000 |
| MAZON A JEWISH RESPONSE TO HUNGER | |||||||
| 10850 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90024 | NONE | PC | PROVIDE SUPPORT TO END HUNGER AMONG PEOPLE OF ALL FAITHS AND BACKGROUNDS IN THE UNITED STATES AND ISRAEL | $2,500 |
| NEWTON'S ATTIC INC | |||||||
| 4974 OLD VERSAILLES ROAD | LEXINGTON | KY | 40510 | NONE | PC | PROVIDE SUPPLEMENTAL EDUCATION IN AREAS OF SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH TO CHILDREN FROM ELEMENTARY AGE THRU HIGH SCHOOL AGE | $1,500 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | SUPPORT ACTIVITIES IN ISRAEL, SPECIFICALLY THE TAHEL - CRISIS CENTER FOR RELIGIOUS WOMEN AND CHILDREN | $5,000 |
| RACE FORWARD | |||||||
| 145 EAST 57TH STREET 4TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | BUILD STRATEGIES TO ADVANCE RACIAL JUSTICE IN OUR POLICIES, INSTITUTIONS, AND CULTURE - AND TO BUILD TOWARDS THE JUST, MULTI-RACIAL, INCLUSIVEDEMOCRACY THAT WE ALL DESERVE. | $10,000 |
| RETIRED RACEHORSE PROJECT | |||||||
| 2976 SOLOMONS ISLAND ROAD | EDGEWATER | MD | 21037 | NONE | PC | PROMOTE AND INCREASE DEMAND FOR THOROUGHBRED EX-RACEHORSES AND ENSURE MORE FIND CAREERS THAT OFFER A LIFETIME OF QUALITY CARE | $10,000 |
| THE BAIL PROJECT | |||||||
| PO BOX 750 | VENICE | CA | 90294 | NONE | PC | PAYING BAIL FOR THOUSANDS OF PEOPLE, ALL WHILE COLLECTING STORIES AND DATA TO PROVE THAT MONEY BAIL IS NOT ONLYUNFAIR, IT'S ALSO UNNECESSARY. | $10,000 |
| THE FUND FOR GLOBAL HUMAN RIGHTS | |||||||
| 1301 CONNECTICUT AVENUE SUITE 400 | WASHINGTON | DC | 20036 | NONE | PC | HELP ACTIVISTS CHALLENGING POVERTY, VIOLENCE. CORRUPTION, AND DISCRIMINATION WORLWIDE. | $10,000 |
| THE NEST - CENTER FOR WOMEN CHILDREN AND FAMILIES INC | |||||||
| 530 NORTH LIMESTONE STREET | LEXINGTON | KY | 40508 | NONE | PC | PROVIDE SUPPORT FOR WOMEN & CHILDREN | $10,000 |
| USA FOR UNHCR | |||||||
| 1310 L STREET NW STE 450 | WASHINGTON | DC | 20005 | NONE | PC | PROVIDE SUPPORT TO REFUGEES | $7,500 |
| WINE TO WATER | |||||||
| PO BOX 2567 | BOONE | NC | 28607 | NONE | PC | PROVIDE CLEAN WATER TO THOSE IN NEED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,358 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $592,723 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $633,081 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $633,081 | 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 | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $1,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,625 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TIFF MULTI-ASSET FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,887,252 | BookValueAmt |
| EOYFMV | $4,898,874 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Legal Fees | $25 | LegalFeesAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $1,785 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $20 | $0 | $20 |
| MANAGEMENT FEES | $506 | $506 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FORM 990-PF | $2,038 | $0 | $0 |
| FOREIGN TAXES | $694 | $694 | $0 |
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