MUIR HOUSE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MUIR HOUSE FOUNDATION (EIN 46-2986797)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-08
- IRS object ID
- 202021909349101232
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-08T16:25:49-05:00 | 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 | 462986797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MUIR HOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUIR | BusinessNameControlTxt |
| Phone | 8592939252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3750 PARIS PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA KAUFFMAN | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8592939252 | PhoneNum |
| Signature | 2020-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SHAH | PreparerPersonNm |
| PTIN | P00448795 | PTIN |
| Phone | 8592552341 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.243.74.13 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-08 | IPDt |
| IP Tm | 08:09:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FD7354DB22FB8D2AC589089E7FCD97818B14017D | 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 | $4,702,131 | 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 | $1,437,119 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $86,042 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,042 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,884 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,884 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,563,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,926 | 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 | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,625 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,233 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,434 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,081 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $961 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $120 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,020 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,762 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $241,581 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,020 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,762 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,321,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,906 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,968 | CashBOYAmt |
| Cash EOY | $8,580 | CashEOYAmt |
| Cash EOYFMV | $8,580 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,891,075 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,367,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,367,509 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $281,213 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,129,077 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,324,257 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $981 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,785 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,785 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,182,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,506,951 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,702,131 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $3,250 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,250 | 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 | $3,182,237 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,503,701 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,182,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,503,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,182,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,506,951 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,182,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,321,464 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,503,701 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,503,701 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $39,884 | GrossSalesPriceAmt |
| Gain Or Loss | $39,884 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39,884 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,884 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $74,664 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,121,925 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066550 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $870,804 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054559 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $892,816 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053202 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,425 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $929,518 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053173 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $151,920 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $957,037 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.158740 | DistributionYr5Rt |
| Total Distribution | 0.386224 | TotalDistributionRt |
| Average Distribution | 0.077245 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,561,886 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $352,383 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,219 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $353,602 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $236,762 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,438 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,438 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,438 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,038 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNIE HALE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8592939252 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3750 PARIS PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANTONY R BECK | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | TRUSTEE/CO-PRESIDENT | 0.50 | $0 | $0 | $0 |
| ANGELA L BECK | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | TRUSTEE/CO-PRESIDENT | 0.50 | $0 | $0 | $0 |
| SARA KAUFFMAN | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | TREASURER | 0.50 | $0 | $0 | $0 |
| HILLARY MCCOWAN | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | SECRETARY | 0.50 | $0 | $0 | $0 |
| CONNIE HALE | ||||||||
| 3750 PARIS PIKE | LEXINGTON | KY | 40511 | CFO | 0.50 | $0 | $0 | $0 |
| 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 | $1,260,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,370,929 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,631,356 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,631,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,561,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228,094 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $228,094 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,438 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,438 | TotalTaxAmt |
| Distributable Before Adj | $225,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $225,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $225,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,762 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $236,762 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $236,762 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $225,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $104,164 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,807 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,890 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,019 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,967 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $133,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,762 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $225,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,106 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $144,953 | 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 | $104,164 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,789 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,807 | ExcessFromYear4Amt |
| Excess From Year3 | $2,890 | ExcessFromYear3Amt |
| Excess From Year2 | $4,019 | ExcessFromYear2Amt |
| Excess From Year1 | $18,967 | ExcessFromYear1Amt |
| Excess From Current Year | $11,106 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANTONY R BECK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMAZON CONSERVATION | |||||||
| 1012 14TH ST NW STE 625 | WASHINGTON | DC | 20005 | NONE | PC | PROTECT AND CONSERVE THE AMAZON | $25,000 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | SUPPORT EDUCATIONAL AND OUTREACH INITIATIVES TO ENHANCE THE US/ISRAEL RELATIONSHIP | $7,500 |
| AMPERSAND SEXUAL VIOLENCE RESOURCE CENTER OF THE BLUEGRASS | |||||||
| PO BOX 1603 | LEXINGTON | KY | 40588 | NONE | PC | SUPPORT INDIVIDUALS & ENGAGE COMMUNITIES TO ENCOURAGE FREEDOM FROM SEXUAL VIOLENCE | $10,000 |
| ANNIE'S ANSWER INC | |||||||
| 301 E MAIN STREET SUITE 650 | LEXINGTON | KY | 40507 | NONE | PC | ASSIST IN EMOTIONAL HEALING OF CHILDREN AND ADULTS THROUGH EQUINE ASSISTED THERAPY, EQUINE ASSISTED LEARNING, AND COMMUNITY OUTREACH | $3,500 |
| BRILAND MODEM FUND | |||||||
| 10153 RIVERSIDE DRIVE SUITE 244 | LOS ANGELES | CA | 91602 | NONE | PC | PROMOTE BUSINESS AND COMMUNITY TECHNOLOGY DEVELOPMENT ON HARBOUR ISLAND AND OTHER ISLANDS IN THE BAHAMAS | $8,000 |
| CARNEGIE CENTER | |||||||
| 251 W SECOND STREET | LEXINGTON | KY | 40507 | NONE | PC | PROVIDE LITERACY AND LEARNING PROGRAMS TO PEOPLE OF ALL AGES AND BACKGROUNDS | $7,500 |
| CHARITIES AID FOUNDATION OF AMERICA | |||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | NONE | PC | MAKE GIVING INTERNATIONALLY AND DOMESTICALLY SAFE, EASY, AND EFFECTIVE FOR US DONORS | $20,000 |
| DEWEY DAM DOG AND CAT PROTECTION SOCIETY INC | |||||||
| 111 WILLIAMS BR | PRESTONSBURG | KY | 41653 | NONE | PC | PROVIDE AN ANIMAL SHELTER FOR THE AREA'S LOST AND ABANDONED ANIMALS | $3,000 |
| EVIDENCE ACTION | |||||||
| PO BOX 65480 | WASHINGTON | DC | 200355480 | NONE | PC | PROVIDE SUPPORT TO PEOPLE IN THE POOREST PLACES TO PROVIDE THEM WITH BETTER OPPORTUNITIES AND IMPROVED LIVES | $4,000 |
| FOODCHAIN | |||||||
| 501 W 6TH STREET | LEXINGTON | KY | 40508 | NONE | PC | PROVIDE SUPPORT FOR EDUCATIONAL OUTREACH | $3,000 |
| GENTLE CAROUSEL MINIATURE THERAPY HORSES | |||||||
| PO BOX 1672 | HIGH SPRINGS | FL | 32655 | NONE | PC | EASE HUMAN SUFFERING DURING TIMES OF NATURAL DISASTER, VIOLENCE, TRAUMATIC EVENTS, MEDICAL CONDITIONS AND PERSONAL LOSS | $5,000 |
| HIAS | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | PC | PROVIDE SUPPORT FOR REFUGEES | $6,000 |
| HOPE CENTER INC | |||||||
| PO BOX 6 | LEXINGTON | KY | 40588 | NONE | PC | TO CARE FOR HOMELESS AND AT-RISK PERSONS BY PROVIDING LIFE-SUSTAINING AND LIFE-REBUILDING SERVICES | $1,500 |
| INTERNATIONAL BOOK PROJECT INC | |||||||
| 1440 DELAWARE AVENUE | LEXINGTON | KY | 40505 | NONE | PC | PROMOTE EDUCATION AND LITERACY WHILE BROADENING AMERICANS' UNDERSTANDING OF THEIR NEIGHBORS | $5,000 |
| KENTUCKY 4-H FOUNDATION INC | |||||||
| 212 SCOVELL HALL | LEXINGTON | KY | 40546 | NONE | PC | INSTILL KEY VALUES IN YOUTH IN EVERY COUNTY ACROSS THE BLUEGRASS AND INSPIRE BELONGING, INDEPENDENCE, GENEROSITY, AND MASTERY IN FUTURE COMMUNITY LEADERS | $2,500 |
| KENTUCKY EQUINE ADOPTION CENTER | |||||||
| PO BOX 910124 | LEXINGTON | KY | 40591 | NONE | PC | PROVIDE SUPPORT FOR VETERINARY CARE, TRAINING, REHABILITATIONS AND HOMES FOR HORSES | $10,000 |
| MAZON A JEWISH RESPONSE TO HUNGER | |||||||
| 10850 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90024 | NONE | PC | PROVIDE SUPPORT TO END HUNGER AMONG PEOPLE OF ALL FAITHS AND BACKGROUNDS IN THE UNITED STATES AND ISRAEL | $10,000 |
| NEWTON'S ATTIC INC | |||||||
| 4974 OLD VERSAILLES ROAD | LEXINGTON | KY | 40510 | NONE | PC | PROVIDE SUPPLEMENTAL EDUCATION IN AREAS OF SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH TO CHILDREN FROM ELEMENTARY AGE THRU HIGH SCHOOL AGE | $1,500 |
| OVI VIOLET INTERNATIONAL | |||||||
| 325 ERRIN DR | SOMERSET | KY | 42503 | NONE | PC | PROVIDE MEDICAL CARE FOR ORPHANED CHILDREN IN KENYA AND SURROUNDING AREAS IN AFRICA AND GIVE HOPE THROUGH LIFE-SAVING TREATMENT AND CARE INSPIRED BY THE LOVE CHRIST SHOWS FOR HIS CHILDREN | $5,000 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 100176745 | NONE | PC | SUPPORT ACTIVITIES IN ISRAEL, SPECIFICALLY THE TAHEL - CRISIS CENTER FOR RELIGIOUS WOMEN AND CHILDREN | $5,000 |
| RETIRED RACEHORSE PROJECT | |||||||
| 2976 SOLOMONS ISLAND ROAD | EDGEWATER | MD | 21037 | NONE | PC | PROMOTE AND INCREASE DEMAND FOR THOROUGHBRED EX-RACEHORSES AND ENSURE MORE FIND CAREERS THAT OFFER A LIFETIME OF QUALITY CARE | $10,000 |
| SOLAR ELECTRIC LIGHT FUND | |||||||
| 1612 K ST NW STE 300 | WASHINGTON | DC | 20006 | NONE | PC | PROVIDE SOLAR POWER AND WIRELESS COMMUNICATIONS TO A QUARTER OF THE WORLD'S POPULATION LIVING IN ENERGY POVERTY | $31,500 |
| THE HEAD FOUNDATION | |||||||
| PO BOX 195861 | WINTER SPRINGS | FL | 32719 | NONE | PC | PROVIDE RELIEF, RECOVERY, AND REBUILD OPERATIONS DURING HURRICANES | $30,000 |
| THE NEST - CENTER FOR WOMEN CHILDREN AND FAMILIES INC | |||||||
| 530 NORTH LIMESTONE STREET | LEXINGTON | KY | 40508 | NONE | PC | PROVIDE SUPPORT FOR WOMEN & CHILDREN | $10,000 |
| USA FOR UNHCR | |||||||
| 1310 L STREET NW STE 450 | WASHINGTON | DC | 20005 | NONE | PC | PROVIDE SUPPORT TO REFUGEES | $7,500 |
| WINE TO WATER | |||||||
| PO BOX 2567 | BOONE | NC | 28607 | NONE | PC | PROVIDE CLEAN WATER TO THOSE IN NEED | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,042 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,884 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,926 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,926 | 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 | BRIDLE TRUST | BusinessNameLine1Txt |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NO 2 THE FORUM GRENVILLE STREET | AddressLine1Txt |
| Province Or State | ST HELIER | ProvinceOrStateNm |
| Country | JE | CountryCd |
| Foreign Postal | JE1 4HH | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,436,619 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $1,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,625 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLUMBIA INDIA CONSUMER ETF - 2,420 SHS | AT COST | $87,075 | $102,172 |
| VANGUARD FTSE PAC EFT - 1,958 SHS | AT COST | $121,694 | $136,238 |
| VANGUARD FTSE EUROPE EFT - 2,292 SHS | AT COST | $119,098 | $134,311 |
| VANGUARD FTSE EMERGING MARKETS - 6,650 SHS | AT COST | $261,168 | $295,726 |
| DOUBLELINE SHILLER ENHANCED CAP CLASS I - 58,599.064 SHS | AT COST | $900,756 | $952,821 |
| EDGEWOOD GROWTH FUND RETAIL CLASS NL - 744.51 SHS | AT COST | $16,029 | $28,678 |
| ISHARES IBOXX USD HIGH YIELD CORPORATE BOND - 816 SHS | AT COST | $70,664 | $71,759 |
| ISHARES FLOATING RATE BOND ETF - 11,308 SHS | AT COST | $576,365 | $575,803 |
| KRANESHARES BOSERA MSCI CHINA - 8,300 SHS | AT COST | $249,279 | $270,746 |
| COHEN & STEERS REAL ESTATE SECURITIES FUND - 5,795.066 SHS | AT COST | $103,188 | $101,993 |
| FIDELITY ADVISOR GROWTH OPPORTUNITY FUND CLASS I - 2,334.248 SHS | AT COST | $210,670 | $225,302 |
| JPMORGAN REALTY INCOME I - 3,565.618 SHS | AT COST | $53,844 | $51,345 |
| VANGUARD INFORMATION TECHNOLOGY INDEX ADMIRAL - 905.942 SHS | AT COST | $99,614 | $113,650 |
| VANGUARD DIVIDEND GROWTH FUND - 8,629.34 SHS | AT COST | $259,633 | $263,713 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $981 | BOYBookValueAmt |
| EOY Book Value | $1,785 | EOYBookValueAmt |
| EOYFMV | $1,785 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $120 | $0 | $120 |
| MANAGEMENT FEES | $961 | $961 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|
| RB GROUP | ||
| NO 2 THE FORUM GRENVILLE STREET | ST HELIER | JE |
| BRIDLE TRUST | ||
| NO 2 THE FORUM GRENVILLE STREET | ST HELIER | JE |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FORM 990-PF | $799 | $0 | $0 |
| FOREIGN TAXES | $1,434 | $1,434 | $0 |
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