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JEDRA CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JEDRA CHARITABLE FOUNDATION INC (EIN 13-6163612)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-07
IRS object ID
202021899349100727
Schema version
2018v3.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-07T16:39:56-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273858252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEAN DORTON ALLEN FORD PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 W MAIN STR STE 1400AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136163612EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JEDRA CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEDRBusinessNameControlTxt
Phone8598068916PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13205 HOBCAW LANEAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP405023523ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARTHUR SHECHETPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8598068916PhoneNum
Signature2020-07-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLISON C CARTERPreparerPersonNm
PTINP01242412PTIN
Phone8592552341PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address192.243.74.12IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-07IPDt
IP Tm16:35:56IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0FA1BE79729BBA2E0061DF57AEA9F3C723ED5739AtSubmissionCreationDeviceId
At Submission Filing Device IdAC850A183710CB643CB22AC1D40FF34C17615D9CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-09-10 13:11:23ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,670,374FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$44,775DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,060DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$74,739NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,324,435GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,943OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,943OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$28,021TotalRevAndExpnssAmt
Total Net Invst Incm$42,003TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,840LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$920LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$920LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$142TaxesRevAndExpnssAmt
Taxes Net Invst Incm$142TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$13,177OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,819OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$358OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,159TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,881TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,278TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$108,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$108,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$123,409TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,881TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$109,528TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$151,430ExcessRevenueOverExpensesAmt
Net Investment Income$28,122NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,288CashBOYAmt
Cash EOY$2,074CashEOYAmt
Cash EOYFMV$2,074CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,171SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$227,894SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$227,894SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$83,669USGovernmentObligationsBOYAmt
US Government Obligations EOY$83,669USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$95,691USGovtObligationsEOYFMVAmt
Corporate Stock BOY$206,909CorporateStockBOYAmt
Corporate Stock EOY$342,157CorporateStockEOYAmt
Corporate Stock EOYFMV$533,574CorporateStockEOYFMVAmt
Other Investments BOY$170,927OtherInvestmentsBOYAmt
Other Investments EOY$788,628OtherInvestmentsEOYAmt
Other Investments EOYFMV$810,141OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,145,037OtherAssetsBOYAmt
Other Assets EOY$1,000OtherAssetsEOYAmt
Other Assets EOYFMV$1,000OtherAssetsEOYFMVAmt
Total Assets BOY$1,616,001TotalAssetsBOYAmt
Total Assets EOY$1,445,422TotalAssetsEOYAmt
Total Assets EOYFMV$1,670,374TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,616,001CapitalStockBOYAmt
Capital Stock EOY$1,445,422CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,616,001TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,445,422TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,616,001TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,445,422TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,616,001TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$151,430ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,464,571SubtotalAmt
Other Decreases$19,149OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,445,422TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
WILLIAMS CO INC - CASH IN LIEU2018-08-132018-08-13$18$19-$1-$1
216 UNITS WILLIAMS PARTNERS LP2013-03-052018-08-13$10,246$3,593$6,653$6,653
184 UNITS WILLIAMS PARTNERS LP2017-04-212018-08-13$8,728$3,061$5,667$5,667
SILVER COINS2018-07-092019-03-13$1,270,825$1,392,501-$121,676-$121,676D
SHORT TERM GAINS FROM PTPS2019-01-012019-06-30$2$2$2P
LONG TERM GAINS FROM PTPS2018-07-012019-06-30$249$249$249P
DISTRIBUTION EXCESS OF BASIS BUCKEYE PTRS2005-07-152019-06-30$8,551$8,551$8,551P
DISTRIBUTION EXCESS OF BASIS ENERGY TRANSFER LP2015-07-172019-06-30$1,267$1,267$1,267P
DISTRIBUTION EXCESS OF BASIS ENTERPRISE PRODUCT PTRS2009-08-172019-06-30$9,598$9,598$9,598P
DISTRIBUTION EXCESS OF BASIS MLPX LP2009-04-292019-06-30$13,929$13,929$13,929P
CAPITAL GAINS DIVIDENDS$1,022$1,022$1,022P
FieldValueIRS element (for citing)
Capital Gain Net Income-$74,739CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$91,075AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,856,505NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049057DistributionYr1Rt
Adjusted Qlfy Distri Yr2$45,427AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$741,640NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061252DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,766AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$761,535NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053531DistributionYr3Rt
Adjusted Qlfy Distri Yr4$51,945AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$815,900NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.063666DistributionYr4Rt
Adjusted Qlfy Distri Yr5$31,300AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$838,276NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.037339DistributionYr5Rt
Total Distribution0.264845TotalDistributionRt
Average Distribution0.052969AverageDistributionRt
Net Vl Noncharitable Assets$1,302,027NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$68,967AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$281NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$69,248AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$109,528QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$281InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$281SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$281TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$618EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$618TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$337OverpaymentAmt
Applied To ES Tax$337AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ARTHUR SHECHETBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8598068916PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13205 HOBCAW LANEAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP405023523ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARTHUR SHECHET
3205 HOBCAW LANELEXINGTONKY40502PRESIDENT & TREASURER1.00$0$0$0
ARLENE SHECHET
3205 HOBCAW LANELEXINGTONKY40502VICE PRESIDENT & SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$973,100AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$348,755AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,321,855TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,321,855AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,828CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,302,027NetVlNoncharitableAssetsAmt
Minimum Investment Return$65,101MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65,101MinimumInvestmentReturnAmt
Tax Based On Investment Income$281TaxBasedOnInvestmentIncomeAmt
Total Tax$281TotalTaxAmt
Distributable Before Adj$64,820DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$64,820DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$64,820DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$109,528ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$109,528QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$281PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$109,247AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$64,820DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$11,474ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$24,231ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,367ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$45,072TotalExcessDistributionCyovAmt
Qualifying Distributions$109,528QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$64,820AppliedToCurrentYearAmt
Remaining Distri From Corpus$44,708RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$89,780TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$89,780ExcessDistriCyovToNextYrAmt
Excess From Year4$11,474ExcessFromYear4Amt
Excess From Year3$24,231ExcessFromYear3Amt
Excess From Year2$9,367ExcessFromYear2Amt
Excess From Current Year$44,708ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACLU FOUNDATION
125 BROAD ST 18TH FLOORNEW YORKNY10004NONEPCGENERAL SUPPORT$2,000
ACTORS THEATER OF LOUISVILLE
316 W MAIN STLOUISVILLEKY40202NONEPCGENERAL SUPPORT$500
AMAZON CONSERVATION
1012 14TH STREET NW SUITE 625WASHINGTONDC20005NONEPCGENERAL SUPPORT$200
AMER JEWISH WORLD SVC
45 WEST 36TH STREETNEW YORKNY10018NONEPCGENERAL SUPPORT$1,000
ANTHOLOGY FILM ARCHIVES
32 2ND AVENEW YORKNY10003NONEPCGENERAL SUPPORT$500
APNE AAP
PO BOX 1376NEW YORKNY10022NONEPCGENERAL SUPPORT$1,000
BANG ON A CAN
80 HANSON PL 301BROOKLYNNY11217NONEPCGENERAL SUPPORT$500
BARC
697 GRAND STREET 921BROOKLYNNY11211NONEPCGENERAL SUPPORT$500
BARD COLLEGE
30 CAMPUS RDANNADALEONHUDSONNY12504NONEPCGENERAL SUPPORT$1,000
BOMB MAGAZINE
80 HANSON PL SUITE 703BROOKLYNNY11217NONEPCGENERAL SUPPORT$1,000
CARNEGIE CENTER
251 W 2ND STLEXINGTONKY40507NONEPCGENERAL SUPPORT$500
CATSKILL MOUNTAINKEEPER
47B MAIN STLIVINGSTON MANORNY12758NONEPCGENERAL SUPPORT$1,500
CENTRAL MUSIC ACADEMY
105 SPRUCE STLEXINGTONKY40502NONEPCGENERAL SUPPORT$750
CHIANTI FOUNDATION
1 CALVARY ROWMARFATX79843NONEPCGENERAL SUPPORT$1,000
CIVICLEX
141 EAST MAIN STLEXINGTONKY40507NONEPCGENERAL SUPPORT$4,000
CKYO SOCIETY
161 N MILL STLEXINGTONKY40507NONEPCGENERAL SUPPORT$250
COMMITTEE TO PROTECT JOURNALISTS
PO BOX 2675NEW YORKNY10108NONEPCGENERAL SUPPORT$1,000
COMMONWEALTH FUND FOR KET
560 COOPER DRLEXINGTONKY40502NONEPCGENERAL SUPPORT$1,500
CREATIVE COMMONS
PO BOX 1866MOUNTAIN VIEWCA94042NONEPCGENERAL SUPPORT$500
ELECTRONIC ARTS INTERMIX
535 W 22ND ST 5NEW YORKNY10011NONEPCGENERAL SUPPORT$500
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NW STE 600WASHINGTONDC20009NONEPCGENERAL SUPPORT$1,500
FINCA
100 W 23RD ST1201 15TH ST NW 8THWASHINGTONDC20005NONEPCGENERAL SUPPORT$2,000FLOOR FL 5
FIRST PRESBYTERIAN CHURCH
171 MARKET STLEXINGTONKY40507NONEPCGENERAL SUPPORT$500
FRESH AIR FUND
633 3RD AVE FL 14NEW YORKNY10017NONEPCGENERAL SUPPORT$1,500
FRICK COLLECTION
1 E 70TH STNEW YORKNY10021NONEPCGENERAL SUPPORT$1,000
GILDA'S CLUB
195 W HOUSTON STNEW YORKNY10014NONEPCGENERAL SUPPORT$1,000
HERTZBERG PALLIATIVE CARE INSTITUTE
1468 MADISON AVENEW YORKNY10029NONEPCGENERAL SUPPORT$2,500
HIAS
1300 SPRING STREET SUITE 500SILVER SPRINGSMD20910NONEPCGENERAL SUPPORT$500
HOPE CENTER
PO BOX 6LEXINGTONKY40588NONEPCGENERAL SUPPORT$500
INSTITUTE 193
193 N LIMESTONELEXINGTONKY40507NONEPCGENERAL SUPPORT$500
JEWISH FED OF THE BLUEGRASS
1050 CHINOE RD STE 112LEXINGTONKY40502NONEPCGENERAL SUPPORT$1,000
JEWISH MUSEUM
1109 5TH AVENEW YORKNY10128NONEPCGENERAL SUPPORT$2,000
JEWISH PARTISAN ED FNDN
PO BOX 159004SAN FRANCISCOCA94115NONEPCGENERAL SUPPORT$2,000
JOHN S GUGGENHEIM MEMORIAL FUND
90 PARK AVENEW YORKNY10016NONEPCGENERAL SUPPORT$1,000
KENTUCKY REFUGEE MINISTRIES
969-B CHEROKEE ROADLOUISVILLEKY40204NONEPCGENERAL SUPPORT$500
KENYON COLLEGE
105 CHASE AVEGAMBIEROH43022NONEPCGENERAL SUPPORT$2,000
LEAGUE WOMEN VOTERS FNDN
1730 M STREET NW SUITE 1000WASHINGTONDC20036NONEPCGENERAL SUPPORT$500
LEXARTS
161 N MILL STLEXINGTONKY40507NONEPCGENERAL SUPPORT$3,000
LEXINGTON ART LEAGUE
209 CASTLEWOOD DRLEXINGTONKY40505NONEPCGENERAL SUPPORT$17,500
LEXINGTON CHAMBER MUSIC FESTIVAL
PO BOX 21816LEXINGTONKY40522NONEPCGENERAL SUPPORT$1,500
LEXINGTON COMMUNITY RADIO
123 EAST 6TH STLEXINGTONKY40508NONEPCGENERAL SUPPORT$2,500
LEXINGTON PHILHARMONIC
161 N MILL STLEXINGTONKY40507NONEPCGENERAL SUPPORT$1,000
LYME & TICK BORNE DISEASE RESEARCH
1051 RIVERSIDE DRIVE UNIT 69NEW YORKNY10032NONEPCGENERAL SUPPORT$2,000
LYRIC THEATRE
300 E THIRD STLEXINGTONKY40508NONEPCGENERAL SUPPORT$500
MAVERICK CONCERTS
PO BOX 9WOODSTOCKNY12498NONEPCGENERAL SUPPORT$3,000
MOVEABLE FEAST
474 SILVER MAPLE WAYLEXINGTONKY40508NONEPCGENERAL SUPPORT$1,000
MULTIDIS ASSOC PHYCH STUDIES
1115 MISSION STREETSANTA CRUZCA95060NONEPCGENERAL SUPPORT$250
NATIVE AMERICAN RIGHTS FUND
1506 BROADWAYBOULDERCO80302NONEPCGENERAL SUPPORT$200
NRDC ACTION FUND
40 W 20TH ST 11TH FLOORNEW YORKNY10011NONEPCGENERAL SUPPORT$2,500
OHAVAY ZION SYNAGOGUE
2048 EDGEWATER CTLEXINGTONKY40502NONEPCGENERAL SUPPORT$4,100
PLANNED PARENTHOOD FNDN
123 WILLIAM STNEW YORKNY10038NONEPCGENERAL SUPPORT$3,000
RISD
TWO COLLEGE STPROVIDENCERI02903NONEPCGENERAL SUPPORT$1,000
ROCKEFELLER UNIVERSITY
1230 YORK AVENEW YORKNY10065NONEPCGENERAL SUPPORT$1,000
SMITHSONIAN
PO BOX 37012WASHINGTONDC20013NONEPCGENERAL SUPPORT$2,500
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104NONEPCGENERAL SUPPORT$2,500
THE BROOKLYN RAIL
253 36TH ST 3RD FL STE C304NEW YORKNY11232NONEPCGENERAL SUPPORT$500
UNDERMAIN INC
PO BOX 575LEXINGTONKY40588NONEPCGENERAL SUPPORT$1,000
UNION OF CONCERNED SCIENTISTS
TWO BATTLE SQUARECAMBRIDGEMA02138NONEPCGENERAL SUPPORT$500
UNIVERSITY OF KENTUCKY ART MUSEUM
405 ROSE STLEXINGTONKY40508NONEPCGENERAL SUPPORT$10,000
WAMC
318 CENTRAL AVEALBANYNY12206NONEPCGENERAL SUPPORT$750
WEKU
521 LANCASTER AVE 102 PERKINS BLDGRICHMONDKY40475NONEPCGENERAL SUPPORT$500
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREETNEW YORKDC10038NONEPCGENERAL SUPPORT$500
WOODSTOCK BYRDCLIFF GUILD
34 TINKER ST 4WOODSTOCKNY12498NONEPCGENERAL SUPPORT$1,000
WOODSTOCK HISTORICAL SOCIETY
523 ROUTE 169WOODSTOCKCT06281NONEPCGENERAL SUPPORT$1,000
WOODSTOCK LAND CONSERVANCY
PO BOX 864WOODSTOCKNY12498NONEPCGENERAL SUPPORT$2,000
WUKY
340 MCVEY HALL UNIV OF KYLEXINGTONKY40506NONEPCGENERAL SUPPORT$500
YMCA OF CENTRAL KY
220 E MAPLE STNICHOLASVILLEKY40356NONEPCGENERAL SUPPORT$750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$108,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,775ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,943ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$74,739ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$28,021ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$28,021TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
545 SHS MPLX LP$0$17,544
1116 SHS ENTERPRISE PRDTS PRTN LP$0$32,219
1000 SHS BUCKEYE PARTNERS LP$0$41,050
206 SHS BECTON DICKINSON$1,288$51,914
300 SHS INTL PAPER CO$12,392$12,996
550 SHS PUBLIC STORAGE$13,008$13,500
250 SHS BCE INC$9,495$11,370
750 SHS OCH-ZIFF CAPTL MANGMT$10,035$1,722
1000 SHS DORCHESTER MINERALS LP$8,080$18,310
800 SHS TRITON INTL GROUP INC$20,914$26,208
2000 SHS PNC FINANCIAL SRV GRP$48,835$50,380
725 SHS CHEVRON CORP$57,823$90,219
2000 SHS GOLDMAN SACHS GROUP INC$40,772$38,440
500 SHS B&G FOODS INC.$11,762$10,400
500 SHS CVS HEALTH CORP$35,403$27,245
1076 SHS ENERGY TRANSFER LP$0$15,150
500 SHS LAS VEGAS SANDS CORP$26,617$29,545
597 SHS WILLIAMS CO INC$18,955$16,740
700 SHS PUBLIC STORAGE 4.9%$15,437$17,157
500 SHS SUNTRUST BK DEP PRF SER A$11,341$11,465

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$83,669StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$95,691StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (16 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
354.307 SHS LORD ABBETT GROWTHAT COST$8,017$9,683
500 SHS BLACKROCK FLTG RT INCAT COST$10,000$6,210
1000 SHS BLACKROCK CREDIT ALLCTAT COST$14,033$12,970
3000.54 SHS PRINCIPAL PREFERRED SECURITIES FUND CAT COST$28,967$30,485
1869.763 SHS PRINCIPAL GLOBAL DIVERSIFIED INCOME CL CAT COST$25,917$25,373
1250 SHS BLACKROCK UTILITY & INFRASTRUCTUREAT COST$24,694$27,675
2000 SHS REAVES UTILITY INCOME FUNDAT COST$57,831$71,600
375 SHS FIRST TR SR FL IIAT COST$5,187$4,519
4500 SHS NUVEEN TAXABLE MUNI INCM FDAT COST$92,865$95,625
1000.244 SHS THORNBURG INCOME BUILDER FUND CLASS CAT COST$20,596$21,555
8500 SHS EATON VANCE MGAT COST$97,496$101,915
3075 SHS EATON VANCE TAX MGD DIV EQU FDAT COST$25,163$25,492
2000 SHS GABELLI DIV & INCM TRAT COST$42,873$43,340
1100 SHS ISHARES MSCI EURO FINANCIALAT COST$20,840$19,965
2000 SHS THE INDIA FUND INCAT COST$43,149$42,560
27063.303 SHS MSIF ULTRA SHORT INCOME AAT COST$271,000$271,174

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,840LegalFeesAmt
Net Investment Income$920NetInvestmentIncomeAmt
Disbursements Charitable Prps$920DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SILVER COINS$1,145,037
REIMBURSEMENT RECEIVABLE$1,000$1,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NONDEDUCTIBLE EXPENSES FROM PTPS$45
BASIS ADJUSTMENTS PTPS$19,104

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$216$108$108
SAFE DEPOSIT BOX RENTAL$710$710$0
INVESTMENT EXPENSES FROM PTPS$2,066$2,066$0
STATE FILING FEE$250$0$250
OTHER INVESTMENT INCOME/LOSS FROM PTPS$9,935$9,935$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescROYALTY INCOME FROM PTPSDesc
Revenue And Expenses Per Books$1,943RevenueAndExpensesPerBooksAmt
Net Investment Income$1,943NetInvestmentIncomeAmt
Adjusted Net Income$1,943AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$142Amt
Net Investment Income$142NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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