FRAZIER JOY FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRAZIER JOY FAMILY FOUNDATION INC (EIN 46-3111140)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-31
- IRS object ID
- 202022139349100607
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-31T14:26:47-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351515068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONROE SHINE & CO INC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22039 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402529804 | 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 | 463111140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAZIER-JOY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAZ | BusinessNameControlTxt |
| Phone | 5022281154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 640 | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES S JOY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5022281154 | PhoneNum |
| Signature | 2020-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S B SHAW CPA | PreparerPersonNm |
| PTIN | P00075273 | PTIN |
| Phone | 5024230311 | 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 | $25,369,549 | 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 | $710,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,764 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,764 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $297,092 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $297,092 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,009,856 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,856 | 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 |
| Other Prof Fees Rev And Expnss | $804 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,776 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,005,580 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,000,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $299,856 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,062 | CashBOYAmt |
| Cash EOY | $5,338 | CashEOYAmt |
| Cash EOYFMV | $5,338 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,589,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,589,379 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,364,211 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,590,441 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,594,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,369,549 | 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 | $10,590,441 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,594,717 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,590,441 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,594,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,590,441 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,594,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,590,441 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,594,717 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,594,717 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,092,689 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,231,506 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047035 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $817,376 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,828,058 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043413 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $769,174 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,175,865 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044782 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $876,708 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,276,476 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050746 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $765,038 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,710,287 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052007 | DistributionYr5Rt |
| Total Distribution | 0.237983 | TotalDistributionRt |
| Average Distribution | 0.047597 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,910,411 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $995,273 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,999 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $998,272 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,000,000 | 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 | $2,999 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,999 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,999 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,001 | OverpaymentAmt |
| Applied To ES Tax | $1,001 | 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 | 0 | 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 | FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5022281154 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 640 | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40027 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CATHERINE FRAZIER JOY | ||||||||
| PO BOX 640 | GOSHEN | KY | 40026 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| J MCCAULEY BROWN | ||||||||
| 5208 AVISH LANE | HARRODS CREEK | KY | 40027 | VICE-PRESIDENT | 0.25 | $0 | $0 | $0 |
| JAMES S JOY | ||||||||
| PO BOX 640 | GOSHEN | KY | 40026 | SECRETARY/TREASUER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,064,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,228,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,228,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $318,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,910,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,045,521 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,045,521 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,999 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,999 | TotalTaxAmt |
| Distributable Before Adj | $1,042,522 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,042,522 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,042,522 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,000,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,000,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,999 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $997,001 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,042,522 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $208,094 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,000,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $208,094 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $791,906 | 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 | $250,616 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMPED | ||||||
| 4425 GREENWOOD AVE | LOUISVILLE | KY | 40211 | PC | PROGRAMMING | $25,000 |
| BERNHEIM ARBORETUM & RESEARCH FOREST | ||||||
| 2075 CLERMONT RD | CLERMONT | KY | 40110 | PC | PROGRAMMING | $50,000 |
| BLESSINGS IN A BACKPACK | ||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | PC | PROGRAMMING | $10,000 |
| BLUEGRASS LAND CONSERVANCY | ||||||
| 450 OLD VINE ST STE 105 | LEXINGTON | KY | 40507 | PC | PROGRAMMING | $10,000 |
| CEDAR LAKE LODGE | ||||||
| 9505 WILLIAMSBURG PLAZA | LOUISVILLE | KY | 40222 | PC | PROGRAMMING | $25,000 |
| CENTER FOR WOMEN AND FAMILIES | ||||||
| 927 S 2ND ST | LOUISVILLE | KY | 40203 | PC | PROGRAMMING | $25,000 |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 234 E GRAY ST - SUITE 450 | LOUISVILLE | KY | 40202 | PC | PROGRAMMING | $100,000 |
| COMMONWEALTH FUND FOR KET INC | ||||||
| 600 COOPER DRIVE | LEXINGTON | KY | 40502 | PC | PROGRAMMING | $50,000 |
| DARE TO CARE FOOD BANK | ||||||
| 5803 FERN VALLEY RD | LOUISVILLE | KY | 40228 | PC | PROGRAMMING | $50,000 |
| FRAZIER INTERNATIONAL HISTORY MUSEUM | ||||||
| 829 WEST MAIN ST | LOUISVILLE | KY | 40202 | PC | PROGRAMMING | $125,000 |
| GILDAS CLUB | ||||||
| 633 BAXTER AVENUE | LOUISVILLE | KY | 40204 | PC | PROGRAMMING | $10,000 |
| HARRODS CREEK BAPTIST CHURCH | ||||||
| 7610 UPPER RIVER ROAD | PROSPECT | KY | 40059 | PC | PROGRAMMING | $20,000 |
| HOME OF THE INNOCENTS | ||||||
| 1100 E MARKET ST | LOUISVILLE | KY | 40206 | PC | PROGRAMMING | $25,000 |
| KENTUCKY HUMANE SOCIETY | ||||||
| 241 STEEDLY DRIVE | LOUISVILLE | KY | 40214 | PC | PROGRAMMING | $100,000 |
| SALVATION ARMY | ||||||
| 911 SOUTH BROOK ST | LOUISVILLE | KY | 40203 | PC | PROGRAMMING | $100,000 |
| THE COMMUNITY FOUNDATION OF LOUISVILLE | ||||||
| 325 W MAIN ST 1110 | LOUISVILLE | KY | 40202 | PC | PROGRAMMING | $25,000 |
| THE LOUISVILLE ZOO FOUNDATION | ||||||
| 1100 TREVLIAN WAY | LOUISVILLE | KY | 40213 | PC | CAPITAL CAMPAIGN AND PROGRAMMING | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $2,764 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $297,092 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $299,856 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $299,856 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ASSETS OF FOUNDATION ARE INVESTED IN SECURITIES TO GENERATE INCOME TO |
| 4 | PROVIDE FINANCIAL ASSISTANCE FOR CHARITABLE, SCIENTIFIC, LITERARY AND |
| 5 | EDUCATIONAL PURPOSES |
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 Person | JAMES AND CATHERINE FRAZIER JOY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 640 | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $710,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $10,589,379 | EOYBookValueAmt |
| EOYFMV | $25,364,211 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $804 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $4,776 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |