ELHAPA FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELHAPA FOUNDATION INC (EIN 47-5371533)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-30
- IRS object ID
- 202011829349100046
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-30T17:17:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 STR 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475371533 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELHAPA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELHA | BusinessNameControlTxt |
| Phone | 8595234618 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22828 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40522 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OFFICER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8595234618 | PhoneNum |
| Signature | 2020-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS DEAN | PreparerPersonNm |
| PTIN | P00167070 | PTIN |
| Phone | 8592552341 | PhoneNum |
| 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 | $61,227,798 | 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 | $431,586 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,077,878 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,077,878 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $237,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,206 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,531,652 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,183,114 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,180 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,180 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $196 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $196 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,867 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,703 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,986 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,986 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,409 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,187 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,295,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,295,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,422,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,321,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$890,757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,098,049 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,352,932 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,532,390 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,532,390 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $42,628,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,565,527 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $56,690,597 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $12,372 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,811 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,811 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,993,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,102,728 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,227,798 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $49,993,485 | RetainedEarningBOYAmt |
| Retained Earning EOY | $49,102,728 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,993,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,102,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,993,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,102,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,993,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$890,757 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $49,102,728 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,102,728 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1,667 SHS - ADTALEM GLOBAL ED INC COM | 2005-08-03 | 2019-10-23 | $60,619 | $33,219 | $27,400 | $27,400 | |
| 6,840 SHS - CENOVUS ENERGY INC COM | 2001-09-24 | 2019-10-23 | $60,882 | $39,105 | $21,777 | $21,777 | |
| 2,000 SHS - ALCON AG COM | 2018-01-01 | 2019-10-23 | $115,698 | $59,710 | $55,988 | $55,988 | |
| CAPITAL GAINS DIVIDENDS | $41 | $41 | $41 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,206 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,877,977 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $53,834,646 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034884 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $597,511 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,850,696 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.015786 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,226 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,411,577 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000207 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $97,416 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.050877 | TotalDistributionRt |
| Average Distribution | 0.012719 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $56,462,729 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $718,149 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,980 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $729,129 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,321,187 | 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 | $10,980 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,980 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,980 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,500 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANGELA THOMAS | IndividualWithBooksNm |
| Phone | 8595234618 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22828 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40522 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES G KENAN III | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ELIZABETH P KENAN | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| ANGELA L THOMAS | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | SECRETARY/TREASURER | 15.00 | $40,000 | $0 | $0 |
| JAMES GRAHAM KENAN IV | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| EMMA KENAN THOMSON | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ANNE CLAY KENAN | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ELIZABETH KENAN MORTON | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| GEORGE BRANCH | ||||||||
| PO BOX 22828 | LEXINGTON | KY | 40522 | VICE-PRESIDENT | 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 | $50,019,118 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,303,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,322,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,322,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $859,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,462,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,823,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,823,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,980 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,980 | TotalTaxAmt |
| Distributable Before Adj | $2,812,156 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,812,156 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,812,156 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,321,187 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,321,187 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,980 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,310,207 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,812,156 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,277,127 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,321,187 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,277,127 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,060 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,768,096 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES G KENAN III | ContributingManagerNm |
| Contributing Manager | ELIZABETH P KENAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE OF FAMILIES FOR JUSTICE | |||||||
| 8 WEST 126TH ST FL 3 | NEW YORK | NY | 10027 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| ASHLEY HALL | |||||||
| 172 RUTLEDGE AVENUE | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $35,000 |
| AUDUBON SOUTH CAROLINA | |||||||
| 635 RUTLEDGE AVENUE | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| BEYOND OUR WALLS | |||||||
| 2615 HARVEY AVE STE 4 | NORTH CHARLESTON | SC | 29405 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $45,000 |
| BLUE SCHOOL | |||||||
| 241 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | TO SUPPORT FINANCIAL ASSISTANCE PROGRAM AND GENERAL OPERATIONS | $40,000 |
| BLUEGRASS LAND CONSERVANCY | |||||||
| 450 OLD VINE ST 105 | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| C40 CITIES | |||||||
| 787 SEVENTH AVE | NEW YORK | NY | 10019 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| CENTRAL KENTUCKY RIDING FOR HOPE | |||||||
| PO BOX 13155 | LEXINGTON | KY | 40583 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| CENTRAL KENTUCKY YOUTH ORCHESTRA | |||||||
| 161 N MILL ST | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| CHARLESTON COUNTY PARKS FOUNDATION | |||||||
| 861 RIVERLAND DR | CHARLESTON | SC | 29412 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 |
| CHILDREN'S HOME SOCIETY OF FLORIDA | |||||||
| 3333 FOREST HILL BLVD | WEST PALM BEACH | FL | 33406 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| CHILDREN'S MUSEUM OF THE LOWCOUNTRY | |||||||
| 25 ANN ST | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT MAKE & BELIEVE CAMPAIGN | $100,000 |
| CHRIST EPISCOPAL CHURCH | |||||||
| 100 W JEFFERSON STREET | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| CHRYSALIS HOUSE INC | |||||||
| 1589 HILL RISE DRIVE | LEXINGTON | KY | 40504 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| CLIENT EARTH | |||||||
| 1000 N WEST ST STE 1200 | WILMINGTON | DE | 19801 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| COMMONWEALTH FUND FOR KET | |||||||
| 560 COOPER DR | LEXINGTON | KY | 40502 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| DRAYTON HALL | |||||||
| 3380 ASHLEY RIVER ROAD | CHARLESTON | SC | 29414 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| DREAM CORPS | |||||||
| 436 14TH STREET STE 920 | OAKLAND | CA | 94612 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| EDISTO ISLAND OPEN LAND TRUST | |||||||
| 547 SC-174 | EDISTO ISLAND | SC | 29438 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| EDUCATIONAL VIDEO CENTER | |||||||
| 160 CLARKSON ST | NEW YORK | NY | 10014 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| EIGHT MILLION STORIES | |||||||
| 6500A CHIMNEY ROCK RD | HOUSTON | TX | 77081 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| ENOUGH PIE | |||||||
| 1630 MEETING ST STE 306 | CHARLESTON | SC | 29405 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | TO SUPPORT CLIMATE CHANGE INITIATIVE AND METHANE SAT PROJECT | $35,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $55,000 |
| FRESH FUTURE FARM | |||||||
| PO BOX 22194 | CHARLESTON | SC | 29413 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| GEORGIA TENNIS FOUNDATION | |||||||
| 116 MARBLE MILL RD | MARIETTA | GA | 30060 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| GIRLS ON THE RUN | |||||||
| 1713 12TH STREET | LYNCHBURG | VA | 24501 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| GOOD FRIENDS OF THE LOWCOUNTRY | |||||||
| 164 MARKET ST STE 137 | CHARLESTON | SC | 29401 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| HALOS | |||||||
| 4995 LACROSS RD STE 1250 | NORTH CHARLESTON | SC | 29406 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| HIGHLANDER RESEARCH CENTER AND EDUCATION CENTER | |||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | NONE | PC | TO SUPPORT STAY PROJECT AND GENERAL OPERATIONS | $30,000 |
| HISTORICAL CHARLESTON PRESERVATION | |||||||
| 40 E BAY ST | CHARLESTON | SC | 29401 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| HOPE CENTER | |||||||
| PO BOX 6 | LEXINGTON | KY | 40588 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| INTERNATIONAL AFRICAN AMERICAN MUSEUM | |||||||
| PO BOX 22761 | CHARLESTON | SC | 29413 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 550 N BROADWAY STE 912 | BALTIMORE | MD | 21205 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $150,000 |
| JOSHUA TABERNACLE CHURCH | |||||||
| 426 SOUTH 15TH ST | LOUISVILLE | KY | 40203 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 |
| KENTUCKY NATURAL LANDS TRUST | |||||||
| 433 CHESTNUT ST | BEREA | KY | 40403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 |
| KIDS CANCER ALLIANCE | |||||||
| PO BOX 24337 | LOUISVILLE | KY | 40224 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| KIDS ON POINT | |||||||
| PO BOX 22731 | CHARLESTON | SC | 29413 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 |
| KIGALI COOLINGCLIMATE WORKS | |||||||
| 465 CALIFORNIA ST | SAN FRANCISCO | CA | 94104 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| LEARNING OUTSIDE | |||||||
| PO BOX 718 | CARLBORO | NC | 27510 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| LEXINGTON PHILHARMONIC | |||||||
| 161 N MILL ST | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 |
| LEXINGTON PUBLIC LIBRARY FOUNDATION | |||||||
| 140 E MAIN ST | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| LITTLE TRAVERSE CONSERVANCY | |||||||
| 3264 POWELL RD | HARBOR SPRINGS | MI | 49740 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| LOWCOUNTRY LAND TRUST | |||||||
| 635 RUTLEDGE AVE STE 107 | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT ANGEL OAK PROJECT AND GENERAL OPERATIONS | $15,000 |
| LOWER EAST SIDE GIRLS' CLUB | |||||||
| 101 AVENUE D 12E | NEW YORK | NY | 10009 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| METANOIA | |||||||
| 2005 REYNOLDS AVE | NORTH CHARLESTON | SC | 29405 | NONE | PC | TO SUPPORT OLD CHICORA ELEMENTARY PROJECT | $20,000 |
| MY SISTER'S HOUSE | |||||||
| PO BOX 71171 | NORTH CHARLESTON | SC | 29415 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 |
| NRDC - CHINA DISPERSED COAL GOVERNANCE | |||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 |
| ON THE MOVE ART STUDIO | |||||||
| 501 W 6TH ST STE 250 | LEXINGTON | KY | 40508 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| ONE PARENT SCHOLAR HOUSE | |||||||
| PO BOX 1457 | LEXINGTON | KY | 40588 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 |
| ONE-EIGHTY PLACE | |||||||
| PO BOX 20038 | CHARLESTON | SC | 29413 | NONE | PC | TO SUPPORT WELCOME HOME CAMPAIGN | $200,000 |
| OPERATION HOME | |||||||
| 2120 NOISETTE BLVD STE 124 | NORTH CHARLESTON | SC | 29405 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| PARK COUNTY ENVIRONMENTAL COUNCIL | |||||||
| PO BOX 164 | LIVINGSTON | MT | 59047 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $35,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| PATRIOT FOUNDATION | |||||||
| PO BOX 5070 | PINEHURST | NC | 28375 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $40,000 |
| PINE MOUNTAIN SETTLEMENT SCHOOL | |||||||
| 36 STATE HIGHWAY 510 | BLEDSOE | KY | 40810 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| ROCKY MOUNTAIN ELK FOUNDATION | |||||||
| 5705 GRANT CREEK RD | MISSOULA | MT | 59808 | NONE | PC | TO SUPPORT EASTERN ELK INITIATIVE | $20,000 |
| SALISBURY SCHOOL | |||||||
| 251 CANAAN RD | SALISBURY | CT | 06068 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| SELC | |||||||
| 201 WEST MAIN ST STE 14 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| SLAVE DWELLING PROJECT | |||||||
| PO BOX 1469 | LADSON | SC | 29456 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| SMOKETOWN FAMILY WELLNESS CENTER | |||||||
| PO BOX 4692 | LOUISVILLE | KY | 40204 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $35,000 |
| SPEAK UP FOR KIDS PBC | |||||||
| PO BOX 1896 | WEST PALM BEACH | FL | 33402 | NONE | PC | TO SUPPORT EARLY CHILDHOOD COURT AND FREEDOM FUND & GENERAL OPERATIONS | $45,000 |
| SPIRIT HOUSE | |||||||
| 1001 SPRING STREET STE 523 | SILVER SPRINGS | MD | 20910 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| ST ANNE'S-BELFIELD SCHOOL | |||||||
| 2132 IVY ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | PC | TO SUPPORT FULL-TIME LEARNING SPECIALIST | $135,000 |
| STAR GOSPEL MISSION | |||||||
| 474 MEETING STREET | CHARLESTON | SC | 29403 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 |
| TEACHERS UNITE | |||||||
| 601 W 26TH ST STE 325-55 | NEW YORK | NY | 10001 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| THE BERRY CENTER | |||||||
| PO BOX 581 | NEW CASTLE | KY | 40049 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 |
| THE BLUEGRASS TRUST FOR HISTORIC PRESERVATION | |||||||
| 253 MARKET ST | LEXINGTON | KY | 40507 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| THE LYRIC | |||||||
| 300 E THIRD ST | LEXINGTON | KY | 40508 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 |
| THE NATURE CONSERVANCY OF KENTUCKY | |||||||
| 114 WOODLAND AVE | LEXINGTON | KY | 40502 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| THE PLANTORY | |||||||
| 501 W 6TH ST STE 250 | LEXINGTON | KY | 40508 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $40,000 |
| THE SALVATION ARMY | |||||||
| 736 WEST MAIN ST | LEXINGTON | KY | 40508 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 3925 WEST BRAKER LANE | AUSTIN | TX | 78759 | NONE | PC | TO SUPPORT COGNITIVE AUGMENTATION IN OLDER ADULTS RESEARCH | $200,000 |
| VERMONT WILDERNESS SCHOOL | |||||||
| PO BOX 2585 | BRATTLESBORO | VT | 05303 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 |
| VIRGINIA DISCOVERY MUSEUM | |||||||
| PO BOX 1128 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| WESTMINSTER SCHOOL | |||||||
| 995 HOPMEADOW ST | SIMSBURY | CT | 06070 | NONE | PC | TO SUPPORT FINANCIAL AID & DIVERSITY AFFAIRS | $20,000 |
| WORLDWIDE HEARTS AND HANDS | |||||||
| 1604 HARMONY HALL LN | LEXINGTON | KY | 40502 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 |
| YELLOWSTONE FOREVER | |||||||
| 222 E MAIN ST STE 301 | BOZEMAN | MT | 59715 | NONE | PC | TO SUPPORT CUTTHROAT TROUT PROJECT | $20,000 |
| ZENO MOUNTAIN FARM | |||||||
| 950 ZENO RD | LINCOLN | VT | 05443 | NONE | PC | TO SUPPORT GENERAL OPERATIONS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,295,000 | 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 | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,077,878 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,158 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,100,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,100,066 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELKHORN CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22828 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $431,586 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,360 | Amt |
| Net Investment Income | $6,180 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,180 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO - 14,000 SHS | $2,979,407 | $2,469,880 |
| ALPHABET INC CAP STK - 2,500 SHS | $2,550,921 | $3,348,475 |
| ALTRIA GROUP INC COM - 7,734 SHS | $575,951 | $386,004 |
| AMERICAN EXPRESS CO - 8,750 SHS | $737,100 | $1,089,288 |
| BERKSHIRE HATHAWAY INC CLS A - 10 SHS | $3,145,212 | $4,020,375 |
| BERKSHIRE HATHAWAY INC CLS B - 17,750 SHS | $2,547,000 | $3,395,900 |
| BP PIC SPONSORED ADR - 7,253 SHS | $251,316 | $273,728 |
| CHARTER COMMUNICATION INC - 5,000 SHS | $2,175,442 | $2,425,400 |
| COCA COLA CO - 30,091 SHS | $1,349,581 | $1,665,537 |
| DIAGEO PIC SPONSORED ADR NEW - 3,333 SHS | $399,393 | $561,344 |
| EMERSON ELECTRIC CO - 5,334 SHS | $318,013 | $406,771 |
| ENBRIDGE INC - 22,960 SHS | $914,038 | $913,119 |
| ILLINOIS TOOL WKS INC - 11,500 SHS | $1,745,953 | $2,065,745 |
| INTUIT - 13,500 SHS | $1,922,942 | $3,536,055 |
| JOHNSON & JOHNSON - 27,500 SHS | $3,658,480 | $3,974,958 |
| KRAFT HEINZ CO - 11,111 SHS | $951,546 | $356,996 |
| MC CORMICK & CO - 1,000 SHS | $97,510 | $169,730 |
| MICROSOFT CORP - 41,500 SHS | $3,042,559 | $6,544,550 |
| MONDELEZ INTL INC - 33,334 SHS | $1,439,695 | $1,836,037 |
| NORDSON CORP - 16,667 SHS | $2,022,040 | $2,714,054 |
| NORTHERN TR CORP - 13,334 SHS | $1,296,198 | $1,416,604 |
| NOVARTIS AG - 10,000 SHS | $733,292 | $946,900 |
| PHILIP MORRIS INTL - 7,734 SHS | $908,358 | $658,086 |
| T ROWE PRICE GROUP - 17,500 SHS | $1,629,897 | $2,132,200 |
| PROCTER & GAMBLE - 17,000 SHS | $1,481,550 | $2,123,300 |
| SANOFI SPONSORED ADR - 19,334 SHS | $926,292 | $970,567 |
| SCHLUMBERGER LTD - 4,334 SHS | $285,351 | $174,227 |
| UNILEVER N V NEW YORK - 3,333 SHS | $184,215 | $191,514 |
| VISA INC - 21,500 SHS | $2,335,613 | $4,039,850 |
| W P CAREY INC - 6,666 SHS | $431,696 | $533,547 |
| WELLS FARGO & CO - 13,333 SHS | $738,782 | $717,315 |
| WILLIAMS COMPANY INC - 26,667 SHS | $790,184 | $632,541 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $12,372 | BOYBookValueAmt |
| EOY Book Value | $4,811 | EOYBookValueAmt |
| EOYFMV | $4,811 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $24,986 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24,986 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELKHORN CHARITABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22828 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40522 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSE FEES | $15 | $8 | $0 | $7 |
| EXCISE TAXES | $16,157 | $0 | $0 | $0 |
| FOREIGN TAXES | $33,695 | $33,695 | $0 | $0 |
Comments