BETA

THE SAMUEL LYON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE SAMUEL LYON CHARITABLE FOUNDATION INC (EIN 31-6651291)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-07
IRS object ID
202031899349100608
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-07T08:13:35-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN610713437PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOWDEN & WOOD PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1304 MIDDLETOWN PARK PLACEAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP402432555ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316651291EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SAMUEL LYON CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
Phone5025871283PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1712 BRAEVIEW ROADAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHELDON YOFFEPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5025871283PhoneNum
Signature2020-06-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN MOSSPreparerPersonNm
PTINP00632361PTIN
Phone5025830262PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.182.204.197IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-25IPDt
IP Tm15:19:50IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdABD9F674C13F365BF5CF6418855D50145612FB98AtSubmissionCreationDeviceId
At Submission Filing Device Id3C0A92DF921935961F5655333303A273068DC466AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,286,738FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,329DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,329DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,821NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$55,091GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,821CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$31OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$31OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$71,195TotalRevAndExpnssAmt
Total Net Invst Incm$71,195TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$630TaxesRevAndExpnssAmt
Taxes Net Invst Incm$630TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,072OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,072OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,702TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,702TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$59,802TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,702TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$58,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,393ExcessRevenueOverExpensesAmt
Net Investment Income$69,493NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,183CashBOYAmt
Cash EOY$1,455CashEOYAmt
Cash EOYFMV$1,455CashEOYFMVAmt
Other Investments BOY$851,190OtherInvestmentsBOYAmt
Other Investments EOY$863,311OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,285,283OtherInvestmentsEOYFMVAmt
Total Assets BOY$853,373TotalAssetsBOYAmt
Total Assets EOY$864,766TotalAssetsEOYAmt
Total Assets EOYFMV$1,286,738TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$853,373RetainedEarningBOYAmt
Retained Earning EOY$864,766RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$853,373TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$864,766TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$853,373TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$864,766TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$853,373TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,393ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$864,766SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$864,766TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
67 SHARES OF MICROSOFTP2019-12-11$10,007$1,963$8,044$8,044
77 SHARES OF PPG INDUSTRIES INCP2019-12-11$10,037$3,315$6,722$6,722
60 SHARES OF PEPSICO INCP2019-12-11$8,133$2,884$5,249$5,249
70 SHARES OF UNITED TECHNOLOGIES CORPP2019-12-11$10,114$2,950$7,164$7,164
70 SHARES OF WALMART INCP2019-12-11$8,233$4,158$4,075$4,075
CAPITAL GAINS DIVIDENDSP$8,567$8,567$8,567
FieldValueIRS element (for citing)
Capital Gain Net Income$39,821CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$55,742AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,177,751NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047329DistributionYr1Rt
Adjusted Qlfy Distri Yr2$48,216AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,139,790NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042303DistributionYr2Rt
Adjusted Qlfy Distri Yr3$32,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,028,630NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.031887DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$995,644NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$51,506AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$970,533NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053070DistributionYr5Rt
Total Distribution0.174589TotalDistributionRt
Average Distribution0.034918AverageDistributionRt
Net Vl Noncharitable Assets$1,216,311NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,471AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$695NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$43,166AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$58,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$695InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$695SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$695TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$680EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$680TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Tax Due$16TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
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
Individual With BooksSHELDON M YOFFEIndividualWithBooksNm
Phone5025871283PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1712 BRAEVIEW ROADAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40206ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHELDON M YOFFE
712 BRAEVIEW ROADLOUISVILLEKY40206TRUSTEE0.50$0$0$0
ELAINE Y WEINBERG
6727 ELMCROFT CIRCLELOUISVILLEKY40241TRUSTEE0.00$0$0$0
MARLENE Y SCHAFFER
63 HARWOOD ROADLOUISVILLEKY40222TRUSTEE0.00$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$1,223,408AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,426AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,234,834TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,234,834AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,523CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,216,311NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,816MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,816MinimumInvestmentReturnAmt
Tax Based On Investment Income$695TaxBasedOnInvestmentIncomeAmt
Total Tax$695TotalTaxAmt
Distributable Before Adj$60,121DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$60,121DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$60,121DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$58,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$695PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$57,405AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$60,121DistributableAsAdjustedAmt
Undistributed Income PY$58,057UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$58,100QualifyingDistributionsAmt
Applied To Year1$58,057AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$43AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$60,078UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
1640 LYNDON FARM COURT 104LOUISVILLEKY40223NONEPCSUPPORT$750
AMERICAN HEART ASSOCIATION
240 WHITTINGTON PARKWAYLOUISVILLEKY40222NONEPCSUPPORT$750
HADASSAH
40 WALL STREETNEW YORKNY10005NONEPCSUPPORT$500
HEALING HOOVES INC
PO BOX 106FINCHVILLEKY40022NONEPCSUPPORT$350
HOME OF THE INNOCENTS
1100 EAST MARKET STREETLOUISVILLEKY40206NONEPCSUPPORT$4,000
HOSPARUS
3532 EPHRAIM MCDOWELL DRIVELOUISVILLEKY40205NONEPCSUPPORT$500
JEWISH FAMILY AND CAREER SERVICES
2821 KLEMPNER WAYLOUISVILLEKY40205NONEPCSUPPORT$7,000
KENESETH ISRAEL CONGREGATION
2531 TAYLORSVILLE ROADLOUISVILLEKY40205NONEPCSUPPORT$11,500
KENTUCKY FOR TORAH EDUCATION INC
1979 RICHMOND DRIVELOUISVILLEKY40205NONEPCSUPPORT$650
KENTUCKY HUMANE SOCIETY
1000 LYNDON LANE SUITE BLOUISVILLEKY40222NONEPCSUPPORT$500
KIDS CENTER OF PEDIATRIC THERAPIES
982 EASTERN PARKWAYLOUISVILLEKY40217NONEPCSUPPORT$1,000
LOUISVILLE FREE PUBLIC LIBRARY FOUNDATION
301 YORK STREETLOUISVILLEKY40203NONEPCSUPPORT$500
LOUISVILLE OLMSTEAD PARKS CONSERVANCY
1299 TREVILIAN WAYLOUISVILLEKY40213NONEPCSUPPORT$1,000
U OF L - J GRAHAM BROWN CANCER CENTER
529 S JACKSON STREETLOUISVILLEKY40202NONEPCSUPPORT$1,000
MEREDITH-DUNN LEARNING CENTER INC
3023 MELBOURNE AVENUELOUISVILLEKY40220NONEPCSUPPORT$5,000
MULTIPLE SCLEROSIS SOCIETY
1201 STORY AVENUE SUITE 200LOUISVILLEKY40206NONEPCSUPPORT$1,000
NORTHWEST ANNUAL FUND
2020 RIDGE AVENUE 4TH FLOOREVANSTONIL60208NONEPOFSUPPORTSUPPORT$4,000
VOLUNTEERS OF AMERICA MID-STATE
570 SOUTH FOURTH STREET SUITE 100LOUISVILLEKY40202NONEPCSUPPORT$1,000
THE TEMPLE
5101 US HIGHWAY 42LOUISVILLEKY40241NONEPCSUPPORT$8,500
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104NONEPOFSUPPORT$500
WHAS CRUSADE FOR CHILDREN
520 W CHESTNUT STREETLOUISVILLEKY40202NONEPCSUPPORT$1,000
JEWISH COMMUNITY CENTER OF LOUISVILLE
3600 DUTCHMANS LANELOUISVILLEKY40205NONEPCSUPPORT$5,000
TRINITY PRESBYTERIAN CHURCH
10200 SHELBYVILLE ROADLOUISVILLEKY40223NONEPCSUPPORT$1,000
BROOKLYN JEWISH CENTER CIRCLE
667 EASTERN PARKWAYBROOKLYNNY11213NONEPCSUPPORT$1,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,329ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,821ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$71,195ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$71,195TotalIncomeProducingActyAmt

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

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationTAXPAYER HAS SHOWN THE AVERAGE CASH BALANCE AS A REDUCTION IN THE NET VALUE OF NONCHARITABLE-USE ASSETS. AS A SMALL FOUNDATION, THE TAXPAYER WOULD BE AT A GREAT FINANCIAL DISADVANTAGE TO SELL ONE OF THE INVESTMENTS TO PAY A DISBURSEMENT QUICKLY.ShortExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPNC ADVISORS PORTFOLIO OF SECURITIES, BONDS AND MONEY MARKET FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$863,311BookValueAmt
EOYFMV$1,285,283EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$97$97$0
PROFESSIONAL FEES$900$900$0
INVESTMENT ACCOUNT FEES$75$75$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRETURN OF CAPITALDesc
Revenue And Expenses Per Books$31RevenueAndExpensesPerBooksAmt
Net Investment Income$31NetInvestmentIncomeAmt
Adjusted Net Income$31AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$630Amt
Net Investment Income$630NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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