GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR (EIN 62-6323993)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349103631
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T16:39:09-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5028930300 | PhoneNum |
| Signature | 2018-05-07 | 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 |
| 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 | $456,590 | 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 | $90,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,890 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$27,969 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,521 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,500 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $72,421 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,390 | 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 | $2,966 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,966 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $81 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $81 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $75 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,547 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $212 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,712 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,626 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,055 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $83,713 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$38,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$38,625 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $278,936 | CorporateStockBOYAmt |
| Corporate Stock EOY | $347,648 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $495,215 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $362,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $309,023 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $456,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $362,649 | CapitalStockBOYAmt |
| Capital Stock EOY | $309,023 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $362,649 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $309,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $362,649 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $309,023 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $362,649 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,626 | ExcessRevenueOverExpensesAmt |
| Subtotal | $309,023 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $309,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SEE SCHEDULE | 2013-03-13 | 2017-10-10 | $6,886 | $5,918 | $968 | $968 |
| SEE SCHEDULE | $55,635 | $84,572 | -$28,937 | -$28,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$27,969 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$28,937 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,165 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $343,523 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047057 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,751 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $344,692 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048597 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,223 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $266,559 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049606 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,212 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $118,939 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043821 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,313 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $111,731 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047552 | DistributionYr5Rt |
| Total Distribution | 0.236632 | TotalDistributionRt |
| Average Distribution | 0.047326 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $458,501 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,699 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $71 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,770 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,712 | 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 | $71 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $71 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $366 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $366 | TotalPaymentsAndCreditsAmt |
| Overpayment | $295 | OverpaymentAmt |
| Applied To ES Tax | $295 | 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 |
| 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 |
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 | $453,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,140 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $465,483 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $465,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $458,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71 | TotalTaxAmt |
| Distributable Before Adj | $22,854 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,854 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,854 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,712 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $122,712 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $71 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $122,641 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,854 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $122,712 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $99,858 | RemainingDistriFromCorpusAmt |
| Total Corpus | $99,858 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $99,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $99,858 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BEARDEN METHODIST | ||||||
| 4407 SUTHERLAND AVENUE | KNOXVILLE | TN | 37919 | PC | CHARITABLE | $27,500 |
| INTERFAITH CLINIC | ||||||
| 315 GILL AVE | KNOXVILLE | TN | 37917 | PC | CHARITABLE | $10,000 |
| EDUCATORS INSTITUTE FOR HUMAN RIGHT | ||||||
| 1875 CONNECTICUT AVE NW 10TH FL | WASHINGTON | DC | 20009 | PC | CHARITABLE | $1,000 |
| YOUNG WILLIAMS ANIMAL CENTER | ||||||
| 3201 DIVISION ST | KNOXVILLE | TN | 37919 | PC | CHARITABLE | $2,000 |
| CHARLOTTESVILLE ALBEMARLE SPCA | ||||||
| 3355 STATE RTE 1403 | CHARLOTTESVILLE | VA | 22901 | PC | CHARITABLE | $2,000 |
| GEORGE MASON UNIVERSITY | ||||||
| 4400 UNIVERSITY DR | FAIRFAX | VA | 22030 | PC | CHARITABLE | $3,000 |
| UNIVERSITY OF VIRGINIA | ||||||
| 400 EMMET STREET SOUTH | CHARLOTTESVILLE | VA | 22903 | PC | CHARITABLE | $3,000 |
| MICHIGAN STATE UNIVERSITY | ||||||
| 220 TROWBRIDGE RD | EAST LANSING | MI | 48824 | PC | CHARITABLE | $3,000 |
| UNIVERSITY OF TENNESSEE | ||||||
| VOLUNTEER BLVD | KNOXVILLE | TN | 37996 | PC | CHARITABLE | $18,000 |
| WESLEY HOUSE | ||||||
| 5114 PRESTON HWY | LOUISVILLE | KY | 40213 | PC | CHARITABLE | $3,000 |
| RICE UNIVERSITY | ||||||
| 6100 MAIN ST | HOUSTON | TX | 77005 | PC | CHARITABLE | $3,000 |
| HELEN ROSS MCNABB CENTER | ||||||
| 5310 BALL CAMP PIKE | KNOXVILLE | TN | 37921 | PC | CHARITABLE | $5,000 |
| SHELTER FOR HELP IN EMERGENCY | ||||||
| 1415 SACHEM PL | CHARLOTTESVILLE | VA | 22901 | PC | CHARITABLE | $5,000 |
| GEORGE FAILE FOUNDATION | ||||||
| 506 E 3RD ST | ROME | GA | 30161 | PC | CHARITABLE | $2,500 |
| EMPTY STOCKING FUND | ||||||
| 970 JEFFERSON ST NW | ATLANTA | GA | 30318 | PC | CHARITABLE | $2,500 |
| EMERGENCY FOOD NETWORK | ||||||
| 3318 92ND ST S | LAKEWOOD | WA | 98499 | PC | CHARITABLE | $3,000 |
| BLUE RIDGE AREA FOOD BANK | ||||||
| 1207 HARRIS ST B | CHARLOTTESVILLE | VA | 22903 | PC | CHARITABLE | $4,000 |
| BOYS AND GIRLS CLUB OF E TENNESSEE | ||||||
| 8831 MIDDLEBROOK PIKE | KNOXVILLE | TN | 37923 | PC | CHARITABLE | $5,000 |
| CHARLOTTESVILLE FREE CLINIC | ||||||
| 1138 ROSE HILL DRIVE 200 | CHARLOTTESVILLE | VA | 22903 | PC | CHARITABLE | $10,000 |
| FISH | ||||||
| 312 WALLER MILL ROAD 800 | WILLIAMSBURG | VA | 23185 | PC | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,500 | 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 | $8,890 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$27,969 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$19,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$19,079 | 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 | THE CLAUDE AND BETTY HARRIS FOUNDAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $90,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $347,648 | EOYBookValueAmt |
| EOYFMV | $495,215 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED 2016 DONATION | Desc |
| Revenue And Expenses Per Books | $1,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $2,966 | Amt |
| Net Investment Income | $2,966 | 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 | $75 | Amt |
| Net Investment Income | $75 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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