MARY GAYLORD FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MARY GAYLORD FOUNDATION (EIN 73-1519735)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-17
- IRS object ID
- 201822609349100522
- Schema version
- 2017v2.3
- 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
- All Oth Prog Rltd Investments Sch
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-17T16:57:46-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 BROADWAY EXT SUITE 300 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73114 | 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 | 731519735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY GAYLORD MCCLEAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | (FORMERLY MARY GAYLORD FOUNDATION) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 5027228933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 100 | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY G MCCLEAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5027228933 | PhoneNum |
| Signature | 2018-07-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY M COOPER | PreparerPersonNm |
| PTIN | P01258800 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2018-07-19 | PreparationDt |
| 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 | $6,060,432 | 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 | $40,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,764 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,764 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $136,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,129 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $108,129 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,129 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $286,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,149 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,710 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,172 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $233,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $244,102 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $389,153 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $479,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $479,714 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,426 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $888 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $888 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,690,868 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,837,326 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,328,925 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $235,655 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $240,137 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $250,905 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,323,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,558,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,060,432 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,268,426 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,333,962 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,945,324 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,775,897 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,323,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,558,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,323,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,558,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,323,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $233,189 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,774 | OtherIncreasesAmt |
| Subtotal | $6,558,065 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,558,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $108,129 | GrossSalesPriceAmt |
| Gain Or Loss | $108,129 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $108,129 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,129 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,069,893 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.021697 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $288,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,183,687 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055708 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $103,175 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,944,993 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.017355 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,725 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,942,096 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.022340 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $176,662 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,119,705 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083343 | DistributionYr5Rt |
| Total Distribution | 0.200443 | TotalDistributionRt |
| Average Distribution | 0.040089 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,752,310 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $230,604 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,441 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $233,045 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,375 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,882 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,882 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,882 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $888 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,888 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $116 | EsPenaltyAmt |
| Overpayment | $5,890 | OverpaymentAmt |
| Applied To ES Tax | $5,890 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD A DAVIS CPA | IndividualWithBooksNm |
| Phone | 4056599764 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3316 DOGWOOD LANE | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID O HOGAN | ||||||||
| 2222 S UTICA PLACE SUITE 200 | TULSA | OK | 74114 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY GAYLORD MCCLEAN | ||||||||
| PO BOX 100 | SIMPSONVILLE | KY | 40067 | TRUSTEE | 1.00 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,397,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $438,695 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,157 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,839,909 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,839,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,599 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,752,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $287,616 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $287,616 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,882 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,882 | TotalTaxAmt |
| Distributable Before Adj | $282,734 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $282,734 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $282,734 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $44,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,375 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,734 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $252,402 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $252,402 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $238,359 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $238,359 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,043 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,043 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $14,043 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY GAYLORD MCCLEAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CASA OF THE RIVER REGION | |||||||
| 982 EASTER PARKWAY | LOUISVILLE | KY | 40217 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| GREEN HILL THERAPY INC | |||||||
| 1410 LONG RUN ROAD | LOUISVILLE | KY | 40245 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| QUINCY HUMANE SOCIETY | |||||||
| 1705 N 36TH STREET | QUINCY | IL | 62305 | NONE | PC | GENERAL OPERATIONS | $500 |
| WEDNESDAY'S CHILD | |||||||
| PO BOX 39 | LOUISVILLE | KY | 40201 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| VICTORY FARM | |||||||
| 4559 CHARLOTTE HWY | CLOVER | SC | 29710 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| SHELBY REGIONAL ARTS COUNCIL | |||||||
| PO BOX 1261 | SHELBYVILLE | KY | 40066 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| MARION THERAPEUTIC RIDING ASSOCIATION INC | |||||||
| 6850 SE 41ST COURT | OCALA | FL | 34480 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,764 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,256 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,129 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $246,149 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $246,149 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY GAYLORD MCCLEAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100 | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,000 | 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 | $1,750 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION HEREBY MAKES THIS ELECTION WITH RESPECT TO THE $43,500 SHOWN ON FORM 990-PF (2017), PART XIII, LINE 4(C), COLUMN (A). | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,439.953 SHS CAP WORLD GROWTH & INC FUNDBOND FUND OF AMERICA | $125,151 | $134,571 |
| 8,733.780 SHS INTERMEDIATE BOND FUND OF AM | $114,986 | $116,334 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15,088 SHS RYMAN HOSPITALITY | $386,257 | $1,041,374 |
| 10,886.974 SHS AM INCOME FUND | $234,641 | $254,429 |
| 16,692.701 SHS AM HIGH INCOME FUND | $177,945 | $173,103 |
| 13,289.708 SHS AMERICAN CAP WORLD GROWTH & INCOME FUND | $526,620 | $679,237 |
| 4,810.912 SHS EUROPACIFIC GROWTH FUND | $185,758 | $270,469 |
| 9,314.934 SHS FUNDAMENTAL INV FUND | $341,507 | $579,482 |
| 8,814.682 SHS GROWTH FUND OF AMERICA | $276,486 | $436,679 |
| 2,000 SHS NEWMONT MINING CORP | $131,890 | $75,040 |
| 39,119 SHS VIACOM INC. CLASS B | $3,112,420 | $1,205,256 |
| 1,281 SHS JPMORGAN CHASE & CO. | $61,240 | $136,990 |
| 7,860 SHS WELLS FARGO & CO NEW | $402,562 | $476,866 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASES | Desc |
| Amt | $1,774 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,172 | $1,172 | $0 |
| EXCISE TAX | $6,538 | $0 | $0 |
Comments