GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR (EIN 62-6323993)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201931359349100443
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T11:04:38-04:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611231152 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rueff and Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 Macon Avenue | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40207 | 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 | 626323993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAYLA S HARRIS & KENNETH M BIELAK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAYL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 N HUBBARDS LANE | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R KEITH CULLINAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5028930300 | PhoneNum |
| Signature | 2019-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph M Baker | PreparerPersonNm |
| PTIN | P01061123 | PTIN |
| Phone | 5028962451 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.155.28.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 09:51:02 | IPTm |
| Federal Original Submission Id | 6135962019135zwxjyb3 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6066837D621A95908DE6324AC936F810A42841B8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6066837D621A95908DE6324AC936F810A42841B8 | AtSubmissionFilingDeviceId |
| 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 | $473,868 | 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 | $165,011 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,926 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $292,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,434 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $201,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,360 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $213 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $212 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,008 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,008 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $91 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $91 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $13 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $212 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,537 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $82,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,035 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$38,625 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,499 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,499 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $347,648 | CorporateStockBOYAmt |
| Corporate Stock EOY | $212,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $368,369 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $309,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $317,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $473,868 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $309,023 | CapitalStockBOYAmt |
| Capital Stock EOY | $317,616 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $309,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $317,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $309,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $317,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $309,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $82,834 | ExcessRevenueOverExpensesAmt |
| Subtotal | $391,857 | SubtotalAmt |
| Other Decreases | $74,241 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $317,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE SCHEDULE | P | $94,587 | $121,680 | -$27,093 | -$27,093 |
| SEE SCHEDULE | P | $197,578 | $142,061 | $55,517 | $55,517 |
| COUNTRYWIDE FINANCIAL | $10 | $10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,434 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$27,093 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $122,712 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $458,501 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.267637 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,165 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $343,523 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047057 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,751 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $344,692 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048597 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,223 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $266,559 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049606 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,212 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $118,939 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043821 | DistributionYr5Rt |
| Total Distribution | 0.456718 | TotalDistributionRt |
| Average Distribution | 0.091344 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $472,710 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,179 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $330 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,509 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $115,212 | 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 | $330 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $330 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $330 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $295 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $295 | TotalPaymentsAndCreditsAmt |
| Tax Due | $35 | TaxDueAmt |
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 |
| 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 |
| Individual With Books | R KEITH CULLINAN | IndividualWithBooksNm |
| Phone | 5028930300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 N HUBBARDS LANE SUITE 203 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40207 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| R KEITH CULLINAN | ||||||||
| 295 N HUBBARDS LANE SUITE 203 | LOUISVILLE | KY | 40207 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GAYLA S HARRIS | ||||||||
| 295 N HUBBARDS LANE SUITE 203 | LOUISVILLE | KY | 40207 | MEMBER ADVISORY COMM | 2.00 | $0 | $0 | $0 |
| KENNETH M BIELAK | ||||||||
| 295 N HUBBARDS LANE SUITE 203 | LOUISVILLE | KY | 40207 | MEMBER ADVISORY COMM | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $450,984 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,925 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $479,909 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $479,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,199 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $472,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $330 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $330 | TotalTaxAmt |
| Distributable Before Adj | $23,306 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,306 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,306 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,212 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $115,212 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $330 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $114,882 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,306 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $99,858 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $99,858 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,212 | QualifyingDistributionsAmt |
| Applied To Current Year | $23,306 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,906 | RemainingDistriFromCorpusAmt |
| Total Corpus | $191,764 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $190,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov To Next Yr | $1,764 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,764 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GAYLA S HARRIS | ContributingManagerNm |
| Contributing Manager | KENNETH M BIELAK | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INTERFAITH CLINIC | ||||||
| 315 GILL AVE | KNOXVILLE | TN | 37917 | PC | CHARITABLE | $101,000 |
| CHARLOTTESVILLE ALBEMARLE SPCA | ||||||
| 3355 STATE RTE 1403 | CHARLOTTESVILLE | VA | 22901 | PC | CHARITABLE | $1,000 |
| YOUNG WILLIAMS ANIMAL CENTER | ||||||
| 3201 DIVISION ST | KNOXVILLE | TN | 37919 | PC | CHARITABLE | $1,000 |
| EDUCATORS INSTITUTE FOR HUMAN RIGHT | ||||||
| 1875 CONNECTICUT AVE NW 10TH FL | WASHINGTON | DC | 20009 | PC | CHARITABLE | $1,000 |
| FAILE FOUNDATION | ||||||
| 125 SOUTH ELM STREET | GREENSBORO | NC | 27401 | PC | CHARITABLE | $2,000 |
| UNIVERSITY OF VIRGINIA | ||||||
| 400 EMMET STREET SOUTH | CHARLOTTESVILLE | VA | 22903 | PC | CHARITABLE | $2,000 |
| HELEN ROSS MCNABB CENTER | ||||||
| 5310 BALL CAMP PIKE | KNOXVILLE | TN | 37921 | PC | CHARITABLE | $2,000 |
| GEORGE MASON UNIVERSITY SCHOLARS | ||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | PC | CHARITABLE | $2,500 |
| RICE UNIVERSITY SCHOLARSHIPS | ||||||
| 6100 MAIN ST | HOUSTON | TX | 77005 | PC | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,000 | 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 | $7,926 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,424 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,350 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE CLAUDE AND BETTY HARRIS FOUNDAT | |||||||
| 1 | 295 N HUBBARDS LANE SUITE 203 | LOUISVILLE | KY | 40207 | $90,000 | Yes (X) | |
| GAYLA S HARRIS | |||||||
| 2 | 295 N HUBBARDS LANE SUITE 203 | LOUISVILLE | KY | 40207 | $75,010 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 771 SHARES WALMART CORPORATE STOCK | NoncashPropertyDesc |
| Fair Market Value | $75,010 | FairMarketValueAmt |
| Received | 2018-12-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $425 | Amt |
| Net Investment Income | $213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $212 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| Short ExplanationShortExplanationTxt |
|---|
| R KEITH CULLINAN |
| NONE |
| GAYLA S HARRIS |
| NONE |
| KENNETH M BIELAK |
| NONE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE SCHEDULE | StockNm |
| EOY Book Value | $212,117 | EOYBookValueAmt |
| EOYFMV | $368,369 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV OVER COST OF SECURITES | Desc |
| Amt | $74,241 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $3,008 | Amt |
| Net Investment Income | $3,008 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $13 | Amt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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