MARY GAYLORD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARY GAYLORD FOUNDATION (EIN 73-1519735)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-13
- IRS object ID
- 202012879349100426
- 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
- All Oth Prog Rltd Investments Sch
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-13T13:41:15-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 N BROADWAY AVENUE SUITE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73103 | 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 | 731519735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY GAYLORD MCCLEAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | (FORMERLY MARY GAYLORD FOUNDATION) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 5027228933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 100 | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY G MCCLEAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5027228933 | PhoneNum |
| Signature | 2020-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY M FOGLE | PreparerPersonNm |
| PTIN | P01258800 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2020-08-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.14.133.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-16 | IPDt |
| IP Tm | 16:15:39 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB9D39DAB8F64CBCBAEF692949137285CA1D49BB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,279,983 | 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 | $3,153,301 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,432 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,432 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,158 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,158 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $570,371 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,067 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,402,671 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $366,657 | 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 |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,938 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $444,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $444,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $449,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $445,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,953,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $365,782 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $283,035 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,310,993 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,310,993 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,890 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,424 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,424 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,127,474 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,047,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,694,753 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $244,869 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $250,463 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $264,813 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,661,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,618,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,279,983 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,333,961 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,333,961 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,672,693 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,284,174 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,661,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,618,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,661,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,618,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,661,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,953,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,412 | OtherIncreasesAmt |
| Subtotal | $9,618,135 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,618,135 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | $475,043 | $357,304 | $117,739 | $117,739 |
| CAPITAL GAINS DIVIDENDS | P | $95,328 | $95,328 | $95,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,067 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $193,447 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,994,607 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032270 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,375 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,752,310 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.007714 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,069,893 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.021697 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $288,775 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,183,687 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055708 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,175 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,944,993 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.017355 | DistributionYr5Rt |
| Total Distribution | 0.134744 | TotalDistributionRt |
| Average Distribution | 0.026949 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,162,184 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $166,065 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,658 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $169,723 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $445,375 | 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 | $3,658 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,658 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,658 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,424 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,924 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,266 | OverpaymentAmt |
| Applied To ES Tax | $8,266 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | 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 |
| Individual With Books | RICHARD A DAVIS CPA | IndividualWithBooksNm |
| Phone | 4056599764 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3316 DOGWOOD LANE | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73034 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID O HOGAN | ||||||||
| 2222 S UTICA PLACE SUITE 200 | TULSA | OK | 74114 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY GAYLORD MCCLEAN | ||||||||
| PO BOX 100 | SIMPSONVILLE | KY | 40067 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,699,629 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $546,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,223 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,256,024 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,256,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,162,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $308,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $308,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,658 | TotalTaxAmt |
| Distributable Before Adj | $304,451 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,412 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $307,863 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $307,863 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $445,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $445,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,658 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $441,717 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $307,863 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $96,364 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $445,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $96,364 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $307,863 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,148 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,148 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,148 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $41,148 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY GAYLORD MCCLEAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HACKNEY HORSE SOCIETY FOUNDATION | |||||||
| 4059 IRON WORKS PARKWAY A-3 | LEXINGTON | KY | 405118462 | NONE | PC | GENERAL OPERATIONS | $2,500 |
| AMERICAN SADDLEBRED MUSEUM | |||||||
| 4083 IRON WORKS PARKWAY | LEXINGTON | KY | 405118483 | NONE | PC | GENERAL OPERATIONS | $110,000 |
| CASA OF THE RIVER REGION | |||||||
| 982 EASTERN PARKWAY BOX 9 | LOUISVILLE | KY | 40217 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| MTRA | |||||||
| 6850 SE 41ST CT | OCALA | FL | 34480 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| MILESTONES INC | |||||||
| 12372 RIGGS ROAD | INDEPENDENCE | KY | 41051 | NONE | PC | GENERAL OPERATIONS | $15,000 |
| OHIO VALLEY EDUCATIONAL FOUNDATION | |||||||
| 100 ALPINE DRIVE | SHELBYVILLE | KY | 40065 | NONE | PC | GENERAL OPERATIONS | $250,000 |
| OPERATION CARE | |||||||
| 708 MAIN ST | SHELBYVILLE | KY | 40065 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| RIDIN' HIGH EQUINE THERAPY PROGRAM | |||||||
| 5722 LONG CREEK ROAD | MORRISTOWN | TN | 378162282 | NONE | PC | GENERAL OPERATIONS | $6,000 |
| SHELBYVILLE HORSE SHOW | |||||||
| 65 OLD TAYLORSVILLE RD | SHELBYVILLE | KY | 40065 | NONE | PC | GENERAL OPERATIONS | $30,000 |
| THE HEART THAT GIVES FOUNDATION | |||||||
| 901 KENTUCKY DRIVE | ASHLAND | MO | 65010 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $444,500 | 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 | $3,432 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,158 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $249,370 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,370 | 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 Person | MARY GAYLORD MCCLEAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100 | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,153,301 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS PUBLICLY TRADED STOCKS | NoncashPropertyDesc |
| Fair Market Value | $2,253,301 | FairMarketValueAmt |
| Received | 2019-12-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION HEREBY MAKES THIS ELECTION WITH RESPECT TO THE $444,500 SHOWN ON FORM 990-PF (2019), PART XII, LINE 4(C), COLUMN (A). | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,681.608 SHS CAP WORLD GROWTH & INC FUND BOND FUND OF AMERICA | $131,549 | $143,210 |
| 8,875.406 SHS INTERMEDIATE BOND FUND OF AM | $118,914 | $121,603 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,281 SHS JPMORGAN CHASE & CO. | $61,240 | $178,571 |
| 11,702.259 SHS AM INCOME FUND | $266,913 | $287,115 |
| 14,239.803 SHS AMERICAN CAP WORLD GROWTH & INCOME FUND | $587,508 | $763,912 |
| 15,088 SHS RYMAN HOSPITALITY | $386,257 | $1,155,438 |
| 17,697.737 SHS AM HIGH INCOME FUND | $199,593 | $189,881 |
| 2,000 SHS NEWMONT MINING CORP | $131,890 | $86,900 |
| 39,119 SHS VIACOM INC. CLASS B | $3,112,361 | $978,908 |
| 5,088.236 SHS EUROPACIFIC GROWTH FUND | $207,585 | $291,184 |
| 7,860 SHS WELLS FARGO & CO NEW | $2,179,534 | $2,415,344 |
| 9,917.863 SHS GROWTH FUND OF AMERICA | $357,911 | $543,357 |
| 11,210.236 SHS FUNDAMENTAL INV FUND | $501,357 | $747,983 |
| 915.653 SHS AMERICAN SMALL CAP WORLD A | $55,106 | $56,160 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Revenue And Expenses Per Books | $28 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,412 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,938 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments