HAYSWOOD FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HAYSWOOD FOUNDATION INC (EIN 23-7345996)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-11
- IRS object ID
- 201801929349100305
- Schema version
- 2017v2.2
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-11T09:05:43-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453717908 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON JONES CPAS PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 West McDonald Pkwy 3-B | AddressLine1Txt |
| City | Maysville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237345996 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYSWOOD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAYS | BusinessNameControlTxt |
| Phone | 6065639333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MCDONALD PARKWAY | AddressLine1Txt |
| City | MAYSVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD RICE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARSHA JONES | PreparerPersonNm |
| PTIN | P01202748 | PTIN |
| Phone | 6065646260 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,592,545 | 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 | $518,768 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $305,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $305,224 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $305,224 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $194,103 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,440,785 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $194,103 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,018,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $499,327 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $305,224 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,744 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $6,349 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,395 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,740 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $6,740 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $59,554 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,554 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,731 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $3,764 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,967 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,825 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $4,825 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $12,249 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $2,450 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,799 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,999 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $1,000 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,998 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $125,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,554 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $25,128 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,159 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $457,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $457,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $583,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,554 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $25,128 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $498,879 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $434,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $439,773 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $280,096 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20 | CashBOYAmt |
| Cash EOY | $20 | CashEOYAmt |
| Cash EOYFMV | $20 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $112,259 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $306,916 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $306,916 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $410,285 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $460,215 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $454,604 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,862,688 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,053,341 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,922,236 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,936,934 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,936,278 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,908,769 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $26,014 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,014 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $8,322,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,756,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,592,545 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,732 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,779 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,732 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,780 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,319,455 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,753,990 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,319,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,753,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,322,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,756,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,319,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $434,533 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $8,753,990 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,753,990 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US BANK ACCT 3525 | P | 2001-01-01 | 2017-01-01 | $340,846 | $291,365 | $49,481 | $49,481 |
| HILLIARD LYONS | P | 2001-01-01 | 2017-01-01 | $1,099,939 | $955,317 | $144,622 | $144,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $194,103 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $433,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,744,101 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04452 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $402,821 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,288,620 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04337 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $461,496 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,202,432 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05015 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $337,510 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,520,635 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03961 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $355,011 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,806,031 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04548 | DistributionYr5Rt |
| Total Distribution | 0.223125 | TotalDistributionRt |
| Average Distribution | 0.044625 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,551,428 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $470,857 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,398 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $475,255 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $498,879 | 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 | $4,398 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,398 | SubtotalAmt |
| Tax Based On Investment Income | $4,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,602 | OverpaymentAmt |
| Applied To ES Tax | $3,602 | 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 | Yes (true) | 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 | ANDERSON JONES CPAs PSC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6065646260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST MCDONALD PKWY MAYSVILLE KY | AddressLine1Txt |
| City | MAYSVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41056 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES DOWNING | ||||||
| 1020 CHETFORD DRIVE | LEXINGTON | KY | 40509 | Director | 0.00 | $0 |
| MICHAEL CLARKE | ||||||
| 119 SUTTON STREET | MAYSVILLE | KY | 41056 | President | 0.00 | $0 |
| JOHN HUTCHINGS | ||||||
| PO BOX 86 | MAYSLICK | KY | 41055 | Secretary | 0.00 | $0 |
| KAREN RAVENCRAFT | ||||||
| 3182 MINERVA TUCKAHOE ROAD | DOVER | KY | 41034 | Treasurer | 0.00 | $0 |
| JOHN G PARKER | ||||||
| 41 HACKETT RIDGE | BROOKSVILLE | KY | 41004 | Director | 0.00 | $0 |
| ROBERT CANADA | ||||||
| 6493 KY 419 | MAYSLICK | KY | 41055 | Director | 0.00 | $0 |
| KIRK TOLLE | ||||||
| 658 HILLCREST ROAD | MAYSVILLE | KY | 41056 | Director | 0.00 | $0 |
| ANN TOMLIN | ||||||
| 289 SHANNON LANE | MAYSVILLE | KY | 41056 | Director | 0.00 | $0 |
| DOUGLAS HENDRICKSON | ||||||
| 180 EDGEMONT ROAD | MAYSVILLE | KY | 41056 | Vice President | 0.00 | $0 |
| CINDY ORME | ||||||
| 904 RIDGEWOOD DRIVE | MAYSVILLE | KY | 41056 | Director | 0.00 | $0 |
| KATHLEEN LOFTON | ||||||
| 1625 MARTHA ANN DRIVE | MAYSVILLE | KY | 41056 | Director | 0.00 | $0 |
| CJ HUNTER | ||||||
| PO BOX 203 | WASHINGTON | KY | 41096 | Director | 0.00 | $0 |
| PETER CHAMNESS | ||||||
| 1745 FRIENDSHIP RD | ABERDEEN | OH | 45101 | Director | 0.00 | $0 |
| RONALD RICE | ||||||
| 8020 MARSHALL DRIVE | MAYSVILLE | KY | 41056 | Director | 0.00 | $0 |
| LLOYD SCHILTZ | ||||||
| ONE W MCDONALD PKWY | MAYSVILLE | KY | 41056 | Executive Direc | 25.00 | $31,744 |
| DR JOSHUA OWENS | ||||||
| 2303 GLENDALE DRIVE | MAYSVILLE | KY | 41056 | Director | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO LOCAL CHARITIES | Description1Txt |
| Expenses1 | $287,792 | Expenses1Amt |
| Description2 | SCHOLARSHIPS | Description2Txt |
| Expenses2 | $169,928 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,486,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $225,325 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,712,110 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,712,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,551,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $527,571 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $527,571 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,398 | TotalTaxAmt |
| Distributable Before Adj | $523,173 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $523,173 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $523,173 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $498,879 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $498,879 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,398 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $494,481 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $523,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $94,081 | UndistributedIncomePYAmt |
| Qualifying Distributions | $498,879 | QualifyingDistributionsAmt |
| Applied To Year1 | $94,081 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $404,798 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $118,375 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| HAYSWOOD FOUNDATION | |||||||
| ONE W MCDONALD PKWY | MAYSVILLE | KY | 41056 | 6065639333 | REQUEST BY CALLING THE OFFICE AT (606) 563-9333. | AUGUST 1ST | GRANTS ARE ONLY AWARDED TO ORGANIZATIONS RECOGNIZED BY THE IRS AS ABLE TO RECEIVE TAX-DEDUCTIBLE CONTRIBUTIONS FROM INDIVIDUALS. PREFERENCE IS GIVEN TO THOSE QUALIFYING UNDER SECTION 501(C)(3). GRANTS MAY BE MADE TO NON-PROFIT ORGANIZATIONS IN A SEVEN COUNTY AREA INCLUDING BRACKEN, FLEMING, LEWIS, MASON & ROBERTSON COUNTIES IN KENTUCKY AND ADAMS AND BROWN COUNTIES IN OHIO. |
| HAYSWOOD FOUNDATION INC | |||||||
| ONE W MCDONALD PKWY SUITE 3A | MAYSVILLE | KY | 41056 | 6065639333 | AVAILABLE BY CONTACTING THE OFFICE AT (606) 563-9333. | APRIL 26TH | THE SELECTION PROCESS IS BASED ON FINANCIAL NEED, ACADEMICS AND EXTRA-CURRICULAR ACTIVITIES. TO BE CONSIDERED, A 2.50 CUMULATIVE GRADE POINT AVERAGE OR BETTER IS REQUIRED. |
| HAYSWOOD FOUNDATION INC | |||||||
| ONE W MCDONALD PKWY SUITE 3A | MAYSVILLE | KY | 41056 | 6065639333 | REQUEST BY CALLING THE OFFICE AT (606) 563-9333. | APRIL 26TH | YOU MUST BE UNDER AGE 25 AT THE TIME OF THE INITIAL APPLICATION. SCHOLARSHIPS ARE NOT AWARDED FOR POST-GRADUATE STUDIES. MUST BE A MEMBER OF THE CURRENT GRADUATING CLASS AT MASON COUNTY HIGH SCHOOL. SCHOLARSHIP MAY BE RENEWED FOR UP TO THREE ADDITIONAL YEARS. APPLICANTS MUST BE PLANNING TO ATTEND AN ACCREDITED US COLLEGE OR UNIVERSITY AS A FULL-TIME STUDENT. SELECTION IS BASED ON ACADEMICS, EXTRA-CURRICULAR ACTIVITIES AND COMMUNITY INVOLVEMENT. APPLICANTS MUST HAVE A WEIGHTED CUMMULATIVE GRADE POINT AVERAGE OF 3.5 OR HIGHER AND AN ACT SCORE OF 25 OR HIGHER TO BE CONSIDERED. RECIPIENTS IN COLLEGE MUST MAINTAIN A GRADE POINT AVERAGE OF 3.0 OR HIGHER TO RETAIN. |
| HAYSWOOD FOUNDATION INC | |||||||
| ONE W MCDONALD PKWY SUITE 3A | MAYSVILLE | KY | 41056 | 6065639333 | REQUEST BY CALLING THE OFFICE AT (606) 563-9333. | APRIL 26TH | APPLICANT OR APPLICANT'S PARENTS MUST HAVE A PRINCIPAL RESIDENCE IN MASON COUNTY. THE SELECTION PROCESS IS BASED ON FINANCIAL NEED, ACADEMICS AND EXTRA-CURRICULAR ACTIVITIES. TO BE CONSIDERED, HIGH SCHOOL STUDENTS MUST HAVE A 3.0 CUMULATIVE GRADE POINT AVERAGE OR BETTER; COLLEGE APPLICANTS MUST HAVE A 2.50 CUMULATIVE GRADE POINT AVERAGE OR BETTER. |
| HAYSWOOD FOUNDATION INC | |||||||
| ONE W MCDONALD PKWY SUITE 3A | MAYSVILLE | KY | 41056 | 6065639333 | REQUEST BY CALLING THE OFFICE AT (606) 563-9333. | APRIL 26TH | APPLICANTS MUST HAVE GRADUATED FROM AN ACCREDITED HIGH SCHOOL IN MASON COUNTY, KY. THE SELECTION PROCESS IS BASED ON FINANCIAL NEED, ACADEMICS AND EXTRA-CURRICULAR ACTIVITIES. HIGH SCHOOL APPLICANTS MUST HAVE A 3.0 GRADE POINT AVERAGE OR BETTER. |
| HAYSWOOD FOUNDATION INC | |||||||
| ONE W MCDONALD PKWY SUITE 3A | MAYSVILLE | KY | 41056 | 6065639333 | REQUEST BY CALLING THE OFFICE AT (606) 563-9333. | APRIL 26TH | TO BE ELIGIBLE, APPLICANTS MUST HAVE GRADUATED FROM ST PATRICK'S OR MASON COUNTY HIGH SCHOOL. THE SELECTION PROCESS IS BASED ON FINANCIAL NEED, ACADEMICS AND EXTRA-CURRICULAR ACTIVITIES. HIGH SCHOOL APPLICANTS MUST HAVE A 2.5 CUMULATIVE GRADE POINT AVERAGE OR BETTER TO BE CONSIDERED. |
| HAYSWOOD FOUNDTION INC | |||||||
| ONE W MCDONALD PKWY SUITE 3A | MAYSVILLE | KY | 41056 | 6065639333 | REQUEST BY CALLING THE OFFICE AT (606) 563-9333. | APRIL 25TH | APPLICANT MUST BE A CURRENT OR PAST MEMBER OF THE GRADUATING CLASS OF BRACKEN COUNTY HIGH SCHOOL. FIRST-TIME RECIPIENTS WILL BE SELECTED FROM THE CURRENT HIGH SCHOOL GRADUATING CLASS. APPLICANT MUST BE PLANNING TO ATTEND UNDERGRADUATE COLLEGE OR UNIVERSITY WITHIN KY. THE SELECTION PROCESS IS BASED ON FINANCIAL NEED, ACADEMICS AND EXTRA-CURRICULAR ACTIVITIES. |
| HAYSWOOD FOUNDATION INC | |||||||
| ONE W MCDONALD PKWY SUITE 3A | MAYSVILLE | KY | 41056 | 6065639333 | REQUEST BY CALLING THE OFFICE AT 606-564-9333 | APRIL 19TH | INITIALLY THE APPLICANT MUST BE A MEMBER OR THE CURRENT GRADUATING CLASS OF MASON COUNTY HIGH SCHOOL, ST PATRICK'S HIGH SCHOOL, OR RIPLEY-UNION-LEWIS-HUNTINGTON HIGH SCHOOL. AFTER INITIAL RECEIPT, THE SCHOLARSHIP MAY BE RENEWED FOR UP TO THREE ADDITIONAL YEARS, FOLLOWING SUBMISSION OF AN APPLICATION FOR CONTINUED RECEIPT. APPLICANTS MUST BE PLANNING TO ATTEND AN ACCREDITED COLLEGE OR UNIVERSITY IN THE UNITED STATES. THE SELECTION PROCESS IS BASED ON FINANCIAL NEED, ACADEMICS, EXTRA-CURRICULAR AND CO-CURRICULAR ACTIVITIES, AND COMMUNITY SERVICE. APPLICANTS MUST HAVE A WEIGHTED CUMMULATIVE GRADE POINT AVERAGE OF 3.0 OR HIGHER. MUST MAINTAIN A COLLEGE GPA AVERAGE OF 2.5 OR HIGHER IN ORDER TO RETAIN THE SCHOLARSHIP. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DOWNING VARIOUS SCHOLARSHIP PROGRAM | |||||||
| VARIOUS | MAYSVILLE | KY | 41056 | NONE | STUDENTS | EDUCATION | $169,928 |
| LIMESTONE FAMILY YMCA | |||||||
| US 68 | MAYSVILLE | KY | 41056 | NONE | 501 C 3 | COMMUNITY DEVELOPMENT | $25,000 |
| MAYSVILLE PLAYERS | |||||||
| SECOND STREET | MAYSVILLE | KY | 41056 | NONE | 501 C 3 | COMMUNITY ACTIVITIES | $50,038 |
| OHIO VALLEY ARTIST GUILD | |||||||
| ONE W MCDONALD PKWY | MAYSVILLE | KY | 41056 | NONE | 501 C 3 | COMMUNITY DEVELOPMENT | $2,707 |
| TOM BROWNING BOYS AND GIRLS CLUB | |||||||
| MAPLE LEAF | MAYSVILLE | KY | 41056 | NONE | 501 C 3 | YOUTH RECREATION | $30,000 |
| MAYSVILLE INITIATIVES | |||||||
| 600 CLARK ST | MAYSVILLE | KY | 41056 | NONE | 501 C 3 | COMMUNITY DEVELOPMENT | $25,000 |
| LICKING VALLEY COLLEGE | |||||||
| US HWY 68 | MAYSVILLE | KY | 41056 | NONE | 501 C 3 | EDUCATION | $10,000 |
| ST AUGUSTINE SCHOOL | |||||||
| 110 E 3RD STREET | MAYSVILLE | KY | 41056 | NONE | 501 C 3 | EDUCATION | $10,900 |
| LIMESTONE MINISTRIES | |||||||
| 107 E 3RD ST | MAYSVILLE | KY | 41056 | NONE | 501 C 3 | COMMUNITY DEVELOPMENT | $5,000 |
| CANCER FIGHTERS UNITED | |||||||
| 4209 US 62 | MAYSVILLE | KY | 41056 | NONE | 501C3 | COMMUNITY HEALTH/WELFARE | $2,000 |
| BUFFALO TRACE CHILDRENS ADVOCACY | |||||||
| 224 LIMESTONE STREET | MAYSVILLE | KY | 41056 | NONE | 501C3 | PROTECTION OF YOUTH | $6,300 |
| ST PATRICK SCHOOL | |||||||
| 318 LIMESTONE STREET | MAYSVILLE | KY | 41056 | NONE | 501C3 | EDUCATION | $14,597 |
| WOMENS CRISIS CENTER | |||||||
| 111 E 3RD STREET | MAYSVILLE | KY | 41056 | NONE | 501C3 | COMMUNITY HEALTH/WELFARE | $2,750 |
| MAYSVILLE MASON CO LIBRARY | |||||||
| 218 E THIRD STREET | MAYSVILLE | KY | 41056 | NONE | 501C3 | EDUCATION | $25,000 |
| MASON COUNTY CHAPTER | |||||||
| 1 W MCDONALD PKWY | MAYSVILLE | KY | 41056 | NONE | COMMUNITY DEVELOPMENT | $10,000 | |
| BRACKEN COUNTY HISTORICAL SOCIETY | |||||||
| 207 MADISON ST | BROOKSVILLE | KY | 41004 | NONE | COMMUNITY DEVELOPMENT | $8,000 | |
| WALD PARK INC | |||||||
| MAYSVILLE | MAYSVILLE | KY | 41056 | NONE | Community Development | $10,000 | |
| AUGUSTA ART GUILD | |||||||
| AUGUSTA | AUGUSTA | KY | 41002 | NONE | Community Development | $10,000 | |
| JOHN P PARKER HISTORICAL | |||||||
| MAYSVILLE | MAYSVILLE | KY | 41056 | NONE | COMMUNITY DEVELOPMENT | $15,000 | |
| PREGNANCY RESOURCE CENTER | |||||||
| MAYSVILLE | MAYSVILLE | KY | 41056 | NONE | COMMUNITY HEALTH/WELFARE | $5,000 | |
| TRI COUNTY SHRINE CLUB | |||||||
| 1 W MCDONALD PKWY | MAYSVILLE | KY | 41056 | NONE | COMMUNITY DEVELOPMENT | $3,000 | |
| KY SHAKESPEARE INC | |||||||
| 323 W BROADWAY | LOUISVILLE | KY | 40202 | NONE | ARTS | $5,000 | |
| CIRCLE H INC | |||||||
| PLEASANT RIDGE RD | MAYSVILLE | KY | 41056 | NONE | COMMUNITY HEALTH/WELFARE | $5,000 | |
| KY HUMANITIES COUNCIL | |||||||
| 206 E MAXWELL ST | LEXINGTON | KY | 40508 | NONE | HUMANITIES | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $457,720 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $305,224 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $194,103 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $499,327 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $499,327 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | VIRGINIA BROWNING | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W MCDONALD PKWY | AddressLine1Txt |
| City | MAYSVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,729 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 7225 SHARES EMERSON STOCK | NoncashPropertyDesc |
| Fair Market Value | $500,729 | FairMarketValueAmt |
| Received | 2017-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $6,740 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,740 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $26,014 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $26,014 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COPIER MAINTENANCE | $653 | $131 | $522 |
| INSURANCE | $2,063 | $413 | $1,650 |
| INTERNET ACCESS | $322 | $64 | $257 |
| MEETING EXPENSE | $625 | $125 | $500 |
| SUPPLIES | $1,336 | $267 | $1,069 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEE-HILLIARD LYONS | $29,364 | $29,364 | $0 | $0 |
| INVESTMENT FEES-US BANK | $30,190 | $30,190 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $3,069 | $3,069 | |
| PAYROLL TAXES | $2,459 | $492 | $1,967 |
| TAX AND LICENSE | $203 | $203 |
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