2020-07-08T16:25:49-05:00 2019-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 250 W MAIN STR STE 1400 LEXINGTON KY 40507 990PF 2019-01-01 462986797 THE MUIR HOUSE FOUNDATION MUIR 8592939252 3750 PARIS PIKE LEXINGTON KY 40511 SARA KAUFFMAN SECRETARY/TREASURER 8592939252 2020-07-08 1 JENNIFER SHAH P00448795 8592552341 192.243.74.13 2020-07-08 08:09:49 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FD7354DB22FB8D2AC589089E7FCD97818B14017D 2019 2021-04-22 16:20:28Z X 4702131 X 1437119 86042 86042 39884 39884 39884 1563045 125926 0 0 0 3250 1625 1625 2233 1434 0 17 0 17 1081 961 120 6581 4020 1762 235000 235000 241581 4020 236762 1321464 121906 8968 8580 8580 2891075 1367509 1367509 281213 3129077 3324257 981 1785 1785 3182237 4506951 4702131 3250 0 3250 X 0 0 0 0 3182237 4503701 3182237 4503701 3182237 4506951 3182237 1321464 0 4503701 0 4503701 CAPITAL GAINS DIVIDENDS P 39884 39884 39884 39884 0 74664 1121925 0.066550 47510 870804 0.054559 47500 892816 0.053202 49425 929518 0.053173 151920 957037 0.158740 0.386224 0.077245 4561886 352383 1219 353602 236762 2438 0 2438 0 2438 400 0 0 400 0 2038 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 1 0 0 1 N/A CONNIE HALE 8592939252 3750 PARIS PIKE LEXINGTON KY 40511 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1260427 3370929 0 4631356 0 0 4631356 69470 4561886 228094 228094 2438 2438 225656 0 225656 0 225656 236762 0 236762 0 236762 225656 0 0 104164 3807 2890 4019 18967 133847 236762 0 0 0 225656 11106 0 0 144953 0 0 0 0 0 0 104164 40789 3807 2890 4019 18967 11106 ANTONY R BECK X AMAZON CONSERVATION 1012 14TH ST NW STE 625 WASHINGTON DC 20005 NONE PC PROTECT AND CONSERVE THE AMAZON 25000 AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 NONE PC SUPPORT EDUCATIONAL AND OUTREACH INITIATIVES TO ENHANCE THE US/ISRAEL RELATIONSHIP 7500 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 10000 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 3500 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 8000 CARNEGIE CENTER 251 W SECOND STREET LEXINGTON KY 40507 NONE PC PROVIDE LITERACY AND LEARNING PROGRAMS TO PEOPLE OF ALL AGES AND BACKGROUNDS 7500 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 20000 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 3000 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 4000 FOODCHAIN 501 W 6TH STREET LEXINGTON KY 40508 NONE PC PROVIDE SUPPORT FOR EDUCATIONAL OUTREACH 3000 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 5000 HIAS 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 NONE PC PROVIDE SUPPORT FOR REFUGEES 6000 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 1500 INTERNATIONAL BOOK PROJECT INC 1440 DELAWARE AVENUE LEXINGTON KY 40505 NONE PC PROMOTE EDUCATION AND LITERACY WHILE BROADENING AMERICANS' UNDERSTANDING OF THEIR NEIGHBORS 5000 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 2500 KENTUCKY EQUINE ADOPTION CENTER PO BOX 910124 LEXINGTON KY 40591 NONE PC PROVIDE SUPPORT FOR VETERINARY CARE, TRAINING, REHABILITATIONS AND HOMES FOR HORSES 10000 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 10000 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 1500 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 5000 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 5000 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 10000 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 31500 THE HEAD FOUNDATION PO BOX 195861 WINTER SPRINGS FL 32719 NONE PC PROVIDE RELIEF, RECOVERY, AND REBUILD OPERATIONS DURING HURRICANES 30000 THE NEST - CENTER FOR WOMEN CHILDREN AND FAMILIES INC 530 NORTH LIMESTONE STREET LEXINGTON KY 40508 NONE PC PROVIDE SUPPORT FOR WOMEN & CHILDREN 10000 USA FOR UNHCR 1310 L STREET NW STE 450 WASHINGTON DC 20005 NONE PC PROVIDE SUPPORT TO REFUGEES 7500 WINE TO WATER PO BOX 2567 BOONE NC 28607 NONE PC PROVIDE CLEAN WATER TO THOSE IN NEED 3000 235000 0 14 86042 14 39884 0 125926 0 125926 0 0 0 0 0 0 0 0 0 0 X X 1 BRIDLE TRUST NO 2 THE FORUM GRENVILLE STREET ST HELIER JE JE1 4HH 1436619 X ACCOUNTING 3250 1625 1625 COLUMBIA INDIA CONSUMER ETF - 2,420 SHS AT COST 87075 102172 VANGUARD FTSE PAC EFT - 1,958 SHS AT COST 121694 136238 VANGUARD FTSE EUROPE EFT - 2,292 SHS AT COST 119098 134311 VANGUARD FTSE EMERGING MARKETS - 6,650 SHS AT COST 261168 295726 DOUBLELINE SHILLER ENHANCED CAP CLASS I - 58,599.064 SHS AT COST 900756 952821 EDGEWOOD GROWTH FUND RETAIL CLASS NL - 744.51 SHS AT COST 16029 28678 ISHARES IBOXX USD HIGH YIELD CORPORATE BOND - 816 SHS AT COST 70664 71759 ISHARES FLOATING RATE BOND ETF - 11,308 SHS AT COST 576365 575803 KRANESHARES BOSERA MSCI CHINA - 8,300 SHS AT COST 249279 270746 COHEN & STEERS REAL ESTATE SECURITIES FUND - 5,795.066 SHS AT COST 103188 101993 FIDELITY ADVISOR GROWTH OPPORTUNITY FUND CLASS I - 2,334.248 SHS AT COST 210670 225302 JPMORGAN REALTY INCOME I - 3,565.618 SHS AT COST 53844 51345 VANGUARD INFORMATION TECHNOLOGY INDEX ADMIRAL - 905.942 SHS AT COST 99614 113650 VANGUARD DIVIDEND GROWTH FUND - 8,629.34 SHS AT COST 259633 263713 DIVIDENDS RECEIVABLE 981 1785 1785 BANK FEES 120 0 120 MANAGEMENT FEES 961 961 0 RB GROUP NO 2 THE FORUM GRENVILLE STREET ST HELIER JE BRIDLE TRUST NO 2 THE FORUM GRENVILLE STREET ST HELIER JE FORM 990-PF 799 0 0 FOREIGN TAXES 1434 1434 0