WHITAKER FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WHITAKER FOUNDATION INC (EIN 30-0262001)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-10
- IRS object ID
- 201901619349100000
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-10T04:40:50-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 610997274 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNCAN SMITH & STILZ PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 E EUCLID AVE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300262001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITAKER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 8592995246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POB 14037 2750 PARIS PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK E WHITAKER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew M Smith | PreparerPersonNm |
| PTIN | P00036100 | PTIN |
| Phone | 8592682221 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,212,570 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $934 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $434,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $434,070 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $434,070 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $239,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $442,717 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,863 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $172,010 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $674,867 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $673,933 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $606,080 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,540 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,540 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,790 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $11,790 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,901 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,901 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $81 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $14,436 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $71,763 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $906,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $906,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $978,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $919,830 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$303,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $630,032 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $606,080 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,258 | CashBOYAmt |
| Cash EOY | $38,155 | CashEOYAmt |
| Cash EOYFMV | $38,155 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,610,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,493,426 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,493,426 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,922,631 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,169,031 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,169,031 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,869,254 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,485,511 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,485,511 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,262,780 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,026,447 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,026,447 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,672,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,212,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,212,570 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $17,672,446 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,212,570 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,672,446 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,212,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,672,446 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,212,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,672,446 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$303,396 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,369,050 | SubtotalAmt |
| Other Decreases | $1,156,480 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,212,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | 2018-12-12 | 2018-12-31 | $187,705 | $187,705 | $187,705 | |
| 400.00 SH ABBOTT LABS | P | 2011-01-13 | 2018-12-18 | $28,248 | $19,119 | $19,119 | $9,129 |
| 800.00 SH ABBOTT LABS | P | 2016-12-23 | 2018-12-18 | $56,495 | $25,759 | $25,759 | $30,736 |
| 650.00 SH EXPRESS SCRIPT HOLDINGS | P | 2016-08-08 | 2018-12-18 | $62,698 | $12,979 | $12,979 | $49,719 |
| 350.00 SH EXPRESS SCRIPT HOLDINGS | P | 2017-03-17 | 2018-12-18 | $33,760 | $10,447 | $10,447 | $23,313 |
| 1346.00 SH GENERAL ELECTRIC | P | 2002-06-27 | 2018-05-09 | $18,951 | -$21,009 | -$21,009 | $39,960 |
| 1154.00 SH GENERAL ELECTRIC | P | 2017-06-13 | 2018-05-09 | $16,248 | -$15,695 | -$15,695 | $31,943 |
| 400.00 SH SYSCO | P | 2008-06-24 | 2018-12-18 | $25,741 | $14,025 | $14,025 | $11,716 |
| 200.00 SH SYSCO | P | 2012-10-22 | 2018-12-18 | $12,871 | $6,533 | $6,533 | $6,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,863 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $172,010 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $906,219 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,271,627 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05247 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $460,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,292,157 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05552 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,206 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,094,441 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05044 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,675 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,068,543 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02403 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,775 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $994,890 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00983 | DistributionYr5Rt |
| Total Distribution | 0.192286 | TotalDistributionRt |
| Average Distribution | 0.038457 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,386,605 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $668,637 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,300 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $674,937 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $919,830 | 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 | $6,300 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,300 | SubtotalAmt |
| Tax Based On Investment Income | $6,300 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $6,491 | OverpaymentAmt |
| Applied To ES Tax | $6,491 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK WHITAKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8592995246 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POB 14037 2750 PARIS PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 405124037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| JACQUELIN W MURPHY | ||||||
| POB 14037 2750 PARIS PIKE | LEXINGTON | KY | 405124037 | Vice President | 0.00 | $0 |
| BEVERLY R WHITAKER | ||||||
| POB 14037 2750 PARIS PIKE | LEXINGTON | KY | 405124037 | Director | 0.00 | $0 |
| JACK E WHITAKER | ||||||
| POB 14037 2750 PARIS PIKE | LEXINGTON | KY | 405124037 | President | 0.00 | $0 |
| ANNA W LAKE | ||||||
| POB 14037 2750 PARIS PIKE | LEXINGTON | KY | 405124037 | Treasurer | 0.00 | $0 |
| ELMER K WHITAKER | ||||||
| POB 14037 2750 PARIS PIKE | LEXINGTON | KY | 405124037 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,903,301 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,748,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,651,376 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,651,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $264,771 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,386,605 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $869,330 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $869,330 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,300 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,300 | TotalTaxAmt |
| Distributable Before Adj | $863,030 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $863,030 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $863,030 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $919,830 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $919,830 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,300 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $913,530 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $863,030 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,562 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,312 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,590 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $99,464 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $919,830 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $863,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,800 | RemainingDistriFromCorpusAmt |
| Total Corpus | $156,264 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $156,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,562 | ExcessFromYear3Amt |
| Excess From Year2 | $47,312 | ExcessFromYear2Amt |
| Excess From Year1 | $50,590 | ExcessFromYear1Amt |
| Excess From Current Year | $56,800 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALICE LLOYD COLLEGE | |||||||
| 100 PURPSOE ROAD | PIPPA PASSES | KY | 41844 | PUBLIC | N/A | SUPPORT OF COLLEGE | $265,000 |
| BETHEL MENNONITE CAMP | |||||||
| 2773 BETHEL CHURCH ROAD | CLAYHOLE | KY | 41317 | PUBLIC | N/A | SUPPORT OF CHURCH PROGRAMS FOR YOUTH | $2,500 |
| SALVATION ARMY | |||||||
| 736 WEST MAIN ST | LEXINGTON | KY | 40508 | PUBLIC | N/A | SUPPORT TO THE HOMELESS | $6,000 |
| GALILEAN CHILDRENS HOME | |||||||
| POB 880 | LIBERTY | KY | 42539 | PUBLIC | N/A | SUPPORT OF CHILDREN'S HOME & SCHOOL | $10,000 |
| LEXINGTON RESCUE MISSION | |||||||
| POB 1050 | LEXINGTON | KY | 40588 | PUBLIC | N/A | SUPPORT OF RECOVERY CENTER | $60,000 |
| GOD'S PANTRY | |||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $1,000 |
| NEW LIFE DAY CENTER | |||||||
| 224 N MARTIN KING BLVD | LEXINGTON | KY | 40507 | PUBLIC | N/A | SUPPORT OF PROGRAMS FOR THE HOMELESS | $5,000 |
| OLD PARIS ROAD CHURCH OF GOD | |||||||
| 1859 OLD PARIS ROAD | LEXINGTON | KY | 40505 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| HOPE CENTER | |||||||
| 360 WEST LOUDEN AVE | LEXINGTON | KY | 40592 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $1,000 |
| SAYRE SCHOOL | |||||||
| 194 NORTH LIMESTONE STREET | LEXINGTON | KY | 40507 | PUBLIC | N/A | SUPPORT OF SCHOOL | $20,000 |
| MARCH OF DIMES BIRTH DEFECTS FOUNDA | |||||||
| POB 2610 | BOWLING GREEN | KY | 42101 | PUBLIC | EOF | SUPPORT OF FOUNDATION PROGRAMS | $2,500 |
| RONALD MCDONALD HOUSE | |||||||
| POB 22414 | LEXINGTON | KY | 40522 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $2,500 |
| FRONTIER NURSING SERVICE INC | |||||||
| 132 FNS DRIVE | WENDOVER | KY | 41775 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $1,000 |
| OLEIKA SHRINERS HOSPITAL FOUNDATION | |||||||
| 1900 RICHMOND ROAD | LXINGTON | KY | 40502 | PUBLIC | EOF | SUPPORT OF PROGRAMS | $5,000 |
| LOTTS CREEK COMMUNITY SCHOOL INC | |||||||
| 5837 LOTTS CREEK ROAD | HAZARD | KY | 41701 | PUBLIC | N/A | SUPPORT OF SCHOOL PROGRAMS | $25,000 |
| BEREA BAPTIST CHURCH | |||||||
| 310 CHESTNUT STREET | BEREA | KY | 40403 | PUBLIC | N/A | SUPPORT OF CHURCH PROGRAMS | $5,000 |
| EASTERN KY UNIVERSITY | |||||||
| 521 LANCASTER AVENUE | RICHMOND | KY | 40475 | PUBLIC | N/A | SUPPORT OF UNIVERSITY | $10,000 |
| YMCA OF CENTRAL KY | |||||||
| 3251 BEAUMONT CENTRE CIRCLE | LEXINGTON | KY | 40513 | PUBLIC | N/A | SUPPORT OF ORGANIZATION | $100,000 |
| HINDMAN SETTLENT SCHOOL | |||||||
| 56 EDUCATION LANE | HINDMAN | KY | 41822 | PUBLIC | N/A | SUPPORT OF SCHOOL | $2,500 |
| BIG CREEK MISSIONS | |||||||
| 90 BULLSKIN RD | BEAR BRANCH | KY | 41714 | PUBLIC | N/A | SUPPORT OF ORGANIZATION | $10,000 |
| CAMPBELLSVILLE UNIVERSITY | |||||||
| 1 UNIVERSITY DR | CAMPBELLSVILLE | KY | 42718 | PUBLIC | N/A | SUPPORT OF UNIVERSITY | $100,000 |
| FRATERNAL ORDER OF POLICE | |||||||
| 224 NORTH MARTIN KING BLVD | LEXINGTON | KY | 40507 | PUBLIC | N/A | SUPPORT OF ORGANIZATION | $2,000 |
| THE SHEPHERD'S HOUSE | |||||||
| 154 BONNIE BRAE DRIVE | LEXINGTON | KY | 40508 | PUBLIC | N/A | SUPPORT OF ORGANIZATION | $2,500 |
| LEADERSHIP KY FOUNDATION | |||||||
| 464 CHENAULT RD | FRANKFORT | KY | 40601 | PUBLIC | EOF | SUPPORT OF FOUNDATION PROGRAMS | $105,000 |
| BLUEGRASS CARE NAVIGATORS | |||||||
| 2312 ALEXANDRIA DR | LEXINGTON | KY | 40504 | PUBLIC | N/A | SUPPORT OF ORGANIZATION | $5,000 |
| GOSPEL LIGHT BAPTIST CHURCH | |||||||
| 100 INDEPENDENCE DR | HAZARD | KY | 41701 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $20,000 |
| CATHOLIC ACTION CENTER | |||||||
| 1055 INDUSTRY RD | LEXINGTON | KY | 40509 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| ELKHORN CITY FIRST CHURCH | |||||||
| 200 PATTY LOVELESS DR | ELKHORN CITY | KY | 41522 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| UNIVERSITY OF THE CUMBERLANDS | |||||||
| 6178 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | PUBLIC | N/A | SUPPORT OF COLLEGE | $10,000 |
| BELIEVIG IN FOREVER | |||||||
| 501 W SIXTH ST | LEXINGTON | KY | 40507 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| SOARING EAGLE | |||||||
| 922 WYOMING AVE | BILLINGS | MT | 59101 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $2,500 |
| NEW OPPORTUNITY SCHOOL | |||||||
| 204 CHESTNUT ST | BEREA | KY | 40403 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $8,000 |
| COMMUNITY PARTNERS - HOPE CENTER | |||||||
| 360 W LOUDON AVE | LEXINGTON | KY | 40508 | PUBLIC | NA | SUPPORT OF PROGRAMS | $1,000 |
| LAUREL MISSION | |||||||
| 77 CEDAR CHAPEL RD | BIG LAUREL | KY | 40808 | N/A | SUPPORT OF PROGRAMS | $5,000 | |
| GEORGE MOXLEY MINISTRY | |||||||
| 2416 GEORGOA HWY 203 | JESSUP | GA | 31545 | N/A | SUPPORT OF PROGRAMS | $12,000 | |
| BLUEGRASS COMMUNITY TECHNICAL COLLE | |||||||
| 470 COOPER DR | LEXINGTON | KY | 40506 | N/A | SUPPORT OF COLLEGE | $50,000 | |
| RED RIVER ECONOMIC DEVELOPMENT | |||||||
| POB 1020 | RED RIVER | NM | 87558 | N/A | SUPPORT OF PROGRAMS | $25,000 | |
| THE LIVING ARTS SCIENCE CENTER | |||||||
| 362 N MARTIN KING BLVD | LEXINGTON | KY | 40508 | N/A | SUPPORT OF PROGRAMS | $2,000 | |
| KY UNITED METHODISTS CHILDRENS HOME | |||||||
| 1115 ASH GROVE PIKE | NICHOLASVILLE | KY | 40356 | N/A | SUPPORT OF PROGRAMS | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $906,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $434,070 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $239,863 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $434,070 | ExclusionAmt |
| Related Or Exempt Function Incm | $239,863 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $673,933 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Duncan Smith and Stilz | CategoryTxt |
| Amt | $11,790 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,790 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Stoll Keenon & Ogden | CategoryTxt |
| Legal Fees | $1,540 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,540 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORP FILING FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Kentucky Trust Company | CategoryTxt |
| Amt | $43,901 | Amt |
| Net Investment Income | $43,901 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| INCOME TAX EXPENSE | $7,177 |
| INCOME TAX EXPENSE - FOREIGN | $7,259 |