BETA

THE SAMUEL LYON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE SAMUEL LYON CHARITABLE FOUNDATION INC (EIN 31-6651291)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201931359349101103
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-15T08:58:14-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-14SignatureDt
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 Address65.182.204.196IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm13:46:26IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5A185878495F6DA127357554FCA8C1E2901D0321AtSubmissionCreationDeviceId
At Submission Filing Device IdA3A92621209C09941793D88B920F7FEA1E6BB713AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,092,607FMVAssetsEOYAmt
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$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$29,321DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,321DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,946NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,312GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,946CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$67,279TotalRevAndExpnssAmt
Total Net Invst Incm$67,279TotalNetInvstIncmAmt
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$444TaxesRevAndExpnssAmt
Taxes Net Invst Incm$444TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$999OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$999OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,443TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,443TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$57,843TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,443TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,436ExcessRevenueOverExpensesAmt
Net Investment Income$65,836NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,551CashBOYAmt
Cash EOY$2,183CashEOYAmt
Cash EOYFMV$2,183CashEOYFMVAmt
Other Investments BOY$840,386OtherInvestmentsBOYAmt
Other Investments EOY$851,190OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,090,424OtherInvestmentsEOYFMVAmt
Total Assets BOY$843,937TotalAssetsBOYAmt
Total Assets EOY$853,373TotalAssetsEOYAmt
Total Assets EOYFMV$1,092,607TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$843,937RetainedEarningBOYAmt
Retained Earning EOY$853,373RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$843,937TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$853,373TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$843,937TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$853,373TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$843,937TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,436ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$853,373SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$853,373TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
.662 SHARES OF GENERAL ELECTRICP2018-12-17$5$8-$3-$3
115 SHARES OF JOHNSON & JOHNSONP2018-12-14$16,746$5,835$10,911$10,911
70 SHARES OF MCDONALD'S CORPP2018-12-14$12,608$4,108$8,500$8,500
115 SHARES OF MICROSOFT CORPP2018-12-14$12,577$3,370$9,207$9,207
750 SHARES OF GENERAL ELECTRICP2018-12-17$5,279$20,817-$15,538-$15,538
1 SHARE OF GENERAL ELECTRICP2018-12-17$58$228-$170-$170
CAPITAL GAINS DIVIDENDSP$25,039$25,039$25,039
FieldValueIRS element (for citing)
Capital Gain Net Income$37,946CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$48,216AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,139,790NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042303DistributionYr1Rt
Adjusted Qlfy Distri Yr2$32,800AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,028,630NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031887DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$995,644NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$51,506AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$970,533NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053070DistributionYr4Rt
Adjusted Qlfy Distri Yr5$49,525AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$951,732NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052037DistributionYr5Rt
Total Distribution0.179297TotalDistributionRt
Average Distribution0.035859AverageDistributionRt
Net Vl Noncharitable Assets$1,177,751NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,233AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$658NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,891AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$56,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$658InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$658SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$658TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$720EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$720TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$62OverpaymentAmt
Applied To ES Tax$62AppliedToESTaxAmt
Refund$0RefundAmt

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$1,182,927AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,759AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,195,686TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,195,686AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,935CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,177,751NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,888MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,888MinimumInvestmentReturnAmt
Tax Based On Investment Income$658TaxBasedOnInvestmentIncomeAmt
Total Tax$658TotalTaxAmt
Distributable Before Adj$58,230DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$58,230DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$58,230DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$56,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$658PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$55,742AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$58,230DistributableAsAdjustedAmt
Undistributed Income PY$56,227UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$56,400QualifyingDistributionsAmt
Applied To Year1$56,227AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$173AppliedToCurrentYearAmt
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$58,057UndistributedIncomeCYAmt
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 (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
1640 LYNDON FARM COURT 104LOUISVILLEKY40223NONEPCSUPPORT$1,000
AMERICAN HEART ASSOCIATION
240 WHITTINGTON PARKWAYLOUISVILLEKY40222NONEPCSUPPORT$1,000
HADASSAH
40 WALL STREETNEW YORKNY10005NONEPCSUPPORT$500
HEALING HOOVES INC
PO BOX 106FINCHVILLEKY40022NONEPCSUPPORT$350
HOME OF THE INNOCENTS
1100 EAST MARKET STREETLOUISVILLEKY40206NONEPCSUPPORT$5,000
HOSPARUS
3532 EPHRAIM MCDOWELL DRIVELOUISVILLEKY40205NONEPCSUPPORT$500
JEWISH FAMILY AND CAREER SERVICES
2821 KLEMPNER WAYLOUISVILLEKY40205NONEPCSUPPORT$8,000
KENESETH ISRAEL CONGREGATION
2531 TAYLORSVILLE ROADLOUISVILLEKY40205NONEPCSUPPORT$10,000
KENTUCKY HUMANE SOCIETY
1000 LYNDON LANE SUITE BLOUISVILLEKY40222NONEPCSUPPORT$1,000
KIDS CENTER OF PEDIATRIC THERAPIES
982 EASTERN PARKWAYLOUISVILLEKY40217NONEPCSUPPORT$1,500
LOUISVILLE FREE PUBLIC LIBRARY FOUNDATION
301 YORK STREETLOUISVILLEKY40203NONEPCSUPPORT$1,000
LOUISVILLE OLMSTEAD PARKS CONSERVANCY
1299 TREVILIAN WAYLOUISVILLEKY40213NONEPCSUPPORT$1,500
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$5,000
THE TEMPLE
5101 US HIGHWAY 42LOUISVILLEKY40241NONEPCSUPPORT$10,000
WHAS CRUSADE FOR CHILDREN
520 W CHESTNUT STREETLOUISVILLEKY40202NONEPCSUPPORT$1,250
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401NONEPCSUPPORT$500
MARY BYRON PROJECT INC
9901 LINN STATION RD 500LOUISVILLEKY40223NONEPCSUPPORT$500
VAAD HAKASRUTH
P O BOX 106FINCHVILLEKY40255NONEPOFSUPPORT$300
KENTUCKY FOR TORAH EDUCATION INC
1979 RICHMOND DRIVELOUISVILLEKY40205NONEPCSUPPORT$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,400TotalGrantOrContriPdDurYrAmt
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$12ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,321ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,946ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$67,279ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,279TotalIncomeProducingActyAmt

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$851,190BookValueAmt
EOYFMV$1,090,424EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$24$24$0
PROFESSIONAL FEES$900$900$0
INVESTMENT ACCOUNT FEES$75$75$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$444Amt
Net Investment Income$444NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.