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ELHAPA FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ELHAPA FOUNDATION INC (EIN 47-5371533)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-11
IRS object ID
201841319349101979
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-11T15:52:10-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273858252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEAN DORTON ALLEN FORD PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1106 W VINE STREET SUITE 600AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475371533EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELHAPA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELHABusinessNameControlTxt
Phone8592548498PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 22828AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40522ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOFFICERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8592548498PhoneNum
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS DEANPreparerPersonNm
PTINP00167070PTIN
Phone8592552341PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$54,171,130FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$29,347,368ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$408,232DividendsRevAndExpnssAmt
Dividends Net Invst Incm$408,232DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$29,755,610TotalRevAndExpnssAmt
Total Net Invst Incm$408,242TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$37,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$18,750CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$18,750CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,570AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,285AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$7,285AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$463,955TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,081TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$15TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,663OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,526OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$137OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$524,688TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,642TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$26,187TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$575,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$575,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,099,688TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,642TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$601,187TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$28,655,922ExcessRevenueOverExpensesAmt
Net Investment Income$367,600NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$22,274,309SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,748,700SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,748,700SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$40,175,898CorporateStockEOYAmt
Corporate Stock EOYFMV$43,414,111CorporateStockEOYFMVAmt
Other Assets BOY$2,686OtherAssetsBOYAmt
Other Assets EOY$8,319OtherAssetsEOYAmt
Other Assets EOYFMV$8,319OtherAssetsEOYFMVAmt
Total Assets BOY$22,276,995TotalAssetsBOYAmt
Total Assets EOY$50,932,917TotalAssetsEOYAmt
Total Assets EOYFMV$54,171,130TotalAssetsEOYFMVAmt
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$22,276,995RetainedEarningBOYAmt
Retained Earning EOY$50,932,917RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,276,995TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$50,932,917TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,276,995TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$50,932,917TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,276,995TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$28,655,922ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$50,932,917SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$50,932,917TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,226AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$20,411,577NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000207DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$97,416NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.000207TotalDistributionRt
Average Distribution0.000104AverageDistributionRt
Net Vl Noncharitable Assets$37,850,696NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,936AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,676NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,612AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$601,187QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,676InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,676SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,676TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,500EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,824OverpaymentAmt
Applied To ES Tax$2,824AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANGELA THOMASIndividualWithBooksNm
Phone8592548498PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 22828AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40522ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES G KENAN III
PO BOX 22828LEXINGTONKY40522DIRECTOR0.50$0$0$0
ELIZABETH P KENAN
PO BOX 22828LEXINGTONKY40522PRESIDENT0.50$0$0$0
ANGELA L THOMAS
PO BOX 22828LEXINGTONKY40522SECRETARY/TREASURER15.00$37,500$0$0
JAMES GRAHAM KENAN IV
PO BOX 22828LEXINGTONKY40522DIRECTOR0.50$0$0$0
EMMA KENAN THOMSON
PO BOX 22828LEXINGTONKY40522DIRECTOR0.50$0$0$0
ANNE CLAY KENAN
PO BOX 22828LEXINGTONKY40522DIRECTOR0.50$0$0$0
ELIZABETH KENAN MORTON
PO BOX 22828LEXINGTONKY40522DIRECTOR0.50$0$0$0
GEORGE BRANCH
PO BOX 22828LEXINGTONKY40522VICE-PRESIDENT0.50$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$18,515,800AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,911,303AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$38,427,103TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$38,427,103AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$576,407CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,850,696NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,892,535MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,892,535MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,676TaxBasedOnInvestmentIncomeAmt
Total Tax$3,676TotalTaxAmt
Distributable Before Adj$1,888,859DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,888,859DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,888,859DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$601,187ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$601,187QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,676PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$597,511AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,888,859DistributableAsAdjustedAmt
Undistributed Income PY$575,153UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$601,187QualifyingDistributionsAmt
Applied To Year1$575,153AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,034AppliedToCurrentYearAmt
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$1,862,825UndistributedIncomeCYAmt
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)
Contributing ManagerJAMES G KENAN IIIContributingManagerNm
Contributing ManagerELIZABETH P KENANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASHLEY HALL
172 RUTLEDGE AVENUECHARLESTONSC29403NONEPCTO SUPPORT GENERAL OPERATIONS$20,000
BACKCOUNTRY HUNTERS & ANGLERS
PO BOX 9257MISSOULAMT59807NONEPCTO SUPPORT GENERAL OPERATIONS$10,000
THE BERRY CENTER
PO BOX 582NEW CASTLEKY40050NONEPCTO SUPPORT GENERAL OPERATIONS$20,000
BEYOND OUR WALLS
2615 HARVEY AVE STE 4NORTH CHARLESTONSC29405NONEPCTO SUPPORT GENERAL OPERATIONS$40,000
BLUEGRASS LAND CONSERVANCY
380 S MILL STREET STE 205LEXINGTONKY40508NONEPCTO SUPPORT GENERAL OPERATIONS$20,000
BUCKHORN CHILDREN & FAMILY SERVICES
116 BUCKHORN LANEBUCKHORNKY41721NONEPCTO SUPPORT GENERAL OPERATIONS$37,500
CHRIST EPISCOPAL CHURCH
100 W JEFFERSON STREETCHARLOTTESVILLEVA22902NONEPCTO SUPPORT GENERAL OPERATIONS$15,000
CHRYSALIS HOUSE INC
1589 HILL RISE DRIVELEXINGTONKY40504NONEPCTO SUPPORT GENERAL OPERATIONS$20,000
CHUCKTOWN SQUASH
PO BOX 22731CHARLESTONSC29413NONEPCTO SUPPORT GENERAL OPERATIONS$10,000
EMPOWERS AFRICA
2 BEEKMAN PLACE STE 18BNEW YORKNY10022NONEPCTO SUPPORT EDGE OF EXISTENCE CAMPAIGN$10,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104NONEPCTO SUPPORT GENERAL OPERATIONS$10,000
KARME CHOLING
369 PATNEAUDE LANEBARNETVT05821NONEPCTO SUPPORT TIGER LODGE PROJECT$30,000
KENTUCKY NATURAL LANDS TRUST
433 CHESTNUT STBEREAKY40403NONEPCTO SUPPORT GENERAL OPERATIONS$10,000
KIDS CANCER ALLIANCE
PO BOX 24337LOUISVILLEKY40224NONEPCTO SUPPORT GENERAL OPERATIONS$15,000
LOWER EAST SIDE GIRLS' CLUB
101 AVENUE D 12ENEW YORKNY10009NONEPCTO SUPPORT GENERAL OPERATIONS$10,000
MY SISTER'S HOUSE
PO BOX 71171NORTH CHARLESTONSC29415NONEPCTO SUPPORT GENERAL OPERATIONS$15,000
ONE PARENT SCHOLAR HOUSE
PO BOX 1458LEXINGTONKY40588NONEPCTO SUPPORT GENERAL OPERATIONS$30,000
OPERATION HOME
2120 NOISETTE BLVD STE 124NORTH CHARLESTONSC29405NONEPCTO SUPPORT GENERAL OPERATIONS$10,000
PARTNERS IN HEALTH
800 BOYLSTON ST SUITE 300BOSTONMA02199NONEPCTO SUPPORT GENERAL OPERATIONS$10,000
PATRIOT FOUNDATION
PO BOX 5069PINEHURSTNC28374NONEPCTO SUPPORT GENERAL OPERATIONS$40,000
ROCKY MOUNTAIN ELK FOUNDATION
5705 GRANT CREEK RDMISSOULAMT59808NONEPCTO SUPPORT EASTERN ELK INITIATIVE$15,000
RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS
1300 SPORTS CENTER DRIVELEXINGTONKY40502NONEPCTO SUPPORT GENERAL OPERATIONS$15,000
SMOKETOWN FAMILY WELLNESS CENTER
PO BOX 4692LOUISVILLEKY40204NONEPCTO SUPPORT GENERAL OPERATIONS$40,000
ST ANNE'S-BELFIELD SCHOOL
2132 IVY ROADCHARLOTTESVILLEVA22903NONEPCTO SUPPORT FULL-TIME LEARNING SPECIALIST$75,000
STAR GOSPEL MISSION
474 MEETING STREETCHARLESTONSC29403NONEPCTO SUPPORT GENERAL OPERATIONS$30,000
THE LEXINGTON SCHOOL
1050 LANE ALLEN RDLEXINGTONKY40504NONEPCTO SUPPORT GENERAL OPERATIONS$7,500
VERMONT WILDERNESS SCHOOL
PO BOX 2585BRATTLESBOROVT05303NONEPCTO SUPPORT GENERAL OPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$575,000TotalGrantOrContriPdDurYrAmt
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$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$408,232ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$408,242ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$408,242TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JAMES G KENAN III
1PO BOX 22828LEXINGTONKY40522$9,314Yes (X)
THE SPRAY FOUNDATION INC
2PO BOX 22828LEXINGTONKY40522$28,718,118Yes (X)
THE SPRAY FOUNDATION INC
3PO BOX 22828LEXINGTONKY40522$619,936Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyVARIOUS SHARES OF STOCK - SEE FOOTNOTENoncashPropertyDesc
Fair Market Value$28,718,118FairMarketValueAmt
Received2017-06-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$14,570Amt
Net Investment Income$7,285NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$7,285DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE B ATTACHMENT - ASSETS DONATED BY SPRAY FOUNDATIONFormAndLineReferenceDesc
Medium Explanation8,334 SHS 3M CO COM 7,253 SHS ADR BP P L X SPONSORED 10,000 SHS ADR NOVARTIS AG 3,333 SHS ADR UNILEVER N V NY 1,667 SHS ADTALEM GLOBAL ED INC COM 7,734 SHS ALTRIA GROUP INC 8,750 SHS AMERICAN EXPRESS CO COMMON 10,900 SHS BERKSHIRE HATHAWAY INC - CL B 10 SHS BERKSHIRE HATHAWAY INC - CL A 6,840 SHS CENOVUS ENERGY INC COM 30,091 SHS COCA COLA CO COM 3,333 SHS DIAGEO PLC SPONSORED ADR NEW 5,334 SHS EMERSON ELECTRIC CO COM 22,960 SHS ENBRIDGE INC COM 3,333 SHS ILLINOIS TOOL WKS INC COM 5,000 SHS INTUIT COM 18,180 SHS JOHNSON & JOHNSON COM 11,111 SHS KRAFT HEINZ CO COM 1,000 SHS MCCORMICK & CO INC. 25,000 SHS MICROSOFT CORP COM 33,334 SHS MONDELEZ INTL INC COM 16,667 SHS NORDSON CORP COM 13,334 SHS NORTHERN TR CORP COM 7,734 SHS PHILIP MORRIS INTL COM STK NPV 3,333 SHS PRICE T ROWE GROUP INC COM 17,000 SHS PROCTER & GAMBLE COM 19,334 SHS SANOFI SPONSORED ADR 4,334 SHS SCHLUMBERGER LTD COM 6,666 SHS W P CAREY INC COM 13,333 SHS WELLS FARGO & CO 26,667 SHS WILLIAMS COMPANY INC COMMONMediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNORTHERN TRUSTStockNm
EOY Book Value$40,175,898EOYBookValueAmt
EOYFMV$43,414,111EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$2,686BOYBookValueAmt
EOY Book Value$8,319EOYBookValueAmt
EOYFMV$8,319EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL FEES$274$137$0$137
INVESTMENT MANAGEMENT FEES$8,389$8,389$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SPRAY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 WEST MAIN STREET SUITE 1823AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSE FEES$30$15$0$15
EXCISE TAXES$457,859$0$0$0
FOREIGN TAXES$6,066$6,066$0$0

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