OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC (EIN 27-4432014)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-04-02
- IRS object ID
- 201800929349100035
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-02T18:38:47-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464686980 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Summit Strategic Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 East Main Street Suite 401 | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274432014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Owsley Brown III | BusinessNameLine1Txt |
| Business Name Line2 | Philanthropic Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OWSL | BusinessNameControlTxt |
| Phone | 5028057203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 East Main Street No 401 | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Owsley Brown III | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 5028057203 | PhoneNum |
| Signature | 2018-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William Eversole | PreparerPersonNm |
| PTIN | P00197408 | PTIN |
| Phone | 5028057202 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.84.163.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-06 | IPDt |
| IP Tm | 17:06:06 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 84C5E196D5A1E4B5041F9267953A6681B603D492 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,748,177 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $278,747 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $278,747 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $230,823 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $564,592 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $230,823 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $509,580 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $509,580 | 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 | $9,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,438 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,246 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,192 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,950 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,871 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,817 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $458,876 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $458,876 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $496,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,871 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $483,693 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $499,709 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,125 | CashBOYAmt |
| Cash EOY | $15,259 | CashEOYAmt |
| Cash EOYFMV | $15,259 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,016 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $463,633 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $463,633 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,283,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,949,651 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,269,285 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,415,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,428,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,748,177 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,415,561 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,428,543 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,415,561 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,428,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,415,561 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,428,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,415,561 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,982 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,428,543 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,428,543 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly Traded Securities (Short-Term) | $13,561 | $10,993 | $2,568 | $2,568 |
| Publicly Traded Securities (Long-Term) | $551,031 | $322,776 | $228,255 | $228,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $230,823 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $631,920 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,074,866 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041919 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,028,335 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,658,952 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $722,872 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,280,278 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037493 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $840,573 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,691,826 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053568 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $715,762 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,449,893 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049534 | DistributionYr5Rt |
| Total Distribution | 0.234823 | TotalDistributionRt |
| Average Distribution | 0.046965 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,050,162 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $894,691 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,997 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $899,688 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $483,693 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,071 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,071 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $6,923 | TaxDueAmt |
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 | KY | 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 | AMY GARTNER | IndividualWithBooksNm |
| Phone | 5028057203 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 East Main Street Suite 401 | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| owsley brown iii | |||||||||
| C/O Zelkova Strategic Partners LLC | 333 E Main Street Suite 401 | louisville | KY | 40202 | DIRECTOR/PRESIDENT/SECRETA | 0.50 | $0 | $0 | $0 |
| brooke brown barzun | |||||||||
| C/O Zelkova Strategic Partners LLC | 333 E Main Street Suite 401 | louisville | KY | 40202 | director | 0.50 | $0 | $0 | $0 |
| augusta brown holland | |||||||||
| C/O Zelkova Strategic Partners LLC | 333 E Main Street Suite 401 | louisville | KY | 40202 | director | 0.50 | $0 | $0 | $0 |
| christina lee brown | |||||||||
| C/O Zelkova Strategic Partners LLC | 333 E Main Street Suite 401 | louisville | KY | 40202 | director | 0.50 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,283,284 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,982 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,340,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,340,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $290,104 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,050,162 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $952,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $952,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,994 | TotalTaxAmt |
| Distributable Before Adj | $942,514 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $942,514 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $942,514 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $483,693 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $483,693 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $483,693 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $942,514 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $120,574 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $483,693 | QualifyingDistributionsAmt |
| Applied To Year1 | $120,574 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $363,119 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $579,395 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 18 Reasons | ||||||||
| 3150 18th Street 316 | San Francisco | CA | 94110 | None | PC | General Operating Support | $2,000 | |
| Bay City Basketball | ||||||||
| 2242 Polk Street Suite 511 | San Francisco | CA | 94109 | None | PC | General Operating Support | $20,000 | |
| Berry Center Inc | ||||||||
| 111 S Main Street | New Castle | KY | 40050 | None | PC | General Operating Support | $5,000 | |
| California College of the Arts | ||||||||
| 5212 Broadway | Oakland | CA | 94618 | None | PC | General Operating Support | $5,000 | |
| Center for Interfaith Relations Inc | ||||||||
| 415 W Muhammad Ali Blvd Ste 101 | Louisville | KY | 40202 | None | PC | General Operating Support | $9,356 | |
| Center for Interfaith Relations Inc | ||||||||
| 415 W Muhammad Ali Blvd Ste 101 | Louisville | KY | 40202 | None | PC | General Operating Support | $600 | |
| Committee on Poetry | ||||||||
| PO Box 582 | New York | NY | 10009 | None | PC | General Operating Support | $5,000 | |
| Community Connections Group Inc | ||||||||
| 6606 Fernbush Drive | Louisville | KY | 40228 | None | PC | Community Breakfast Expenses | $1,000 | |
| Community Connections Group Inc | ||||||||
| 6606 Fernbush Drive | Louisville | KY | 40228 | None | PC | Community Breakfast Expenses | $229 | |
| Community Connections Group Inc | ||||||||
| 6606 Fernbush Drive | Louisville | KY | 40228 | None | PC | Community Breakfast Expenses | $1,229 | |
| Community Connections Group Inc | ||||||||
| 6606 Fernbush Drive | Louisville | KY | 40228 | None | PC | Community Breakfast Expenses | $1,229 | |
| Community Foundation Of Louisville Inc | ||||||||
| 325 W Main Street 1110 | Louisville | KY | 40202 | None | PC | Community Breakfast Expenses | $6,250 | |
| Community Initiatives | ||||||||
| 354 Pine Street Suite 700 | San Francisco | CA | 94104 | None | PC | General Operating Support | $15,000 | |
| Corporation of the Fine Arts Museums | ||||||||
| 50 Hagiwara Tea Garden Dr | San Francisco | CA | 94118 | None | PC | General Operating Support | $5,000 | |
| Creative Agents of Change Foundation Inc | ||||||||
| 803 E Market St | Louisville | KY | 40206 | None | PC | General Operating Support | $10,000 | |
| Dharmata Foundation | ||||||||
| 235 Washington Ave | Richmond | CA | 94801 | None | PC | General Operating Support | $10,000 | |
| Filmmakers Collaborative | ||||||||
| 6 Eastman Place 202 | Melrose | MA | 02176 | None | PC | Boston Project | $25,000 | |
| Grabhorn Institute | ||||||||
| 1802 Hays St | San Francisco | CA | 94129 | None | PC | General Operating Support | $2,500 | |
| Green Planet Films | ||||||||
| PO Box 247 | Corte Madera | CA | 94976 | None | PC | Film Project | $10,000 | |
| Green Planet Films | ||||||||
| PO Box 247 | Corte Madera | CA | 94976 | None | PC | Film Project | $13,000 | |
| Headstand | ||||||||
| 855 Folson 330 | San Francisco | CA | 94107 | None | PC | General Operating Support | $5,000 | |
| Human Needs Project | ||||||||
| 36 Professional Centre Parkway | San Rafael | CA | 94903 | None | PC | General Operating Support | $11,000 | |
| Inward Bound Mindfulness Education Inc | ||||||||
| PO Box 516 | Concord | MA | 01742 | None | PC | General Operating Support | $5,000 | |
| Kent School | ||||||||
| PO Box 2006 | Kent | CT | 06757 | None | PC | General Operating Support | $10,000 | |
| Kentucky Coalition | ||||||||
| PO Box 1450 | London | KY | 40743 | None | PC | General Operating Support | $10,000 | |
| Kentucky College of Art Design at Spalding University | ||||||||
| 845 South Third Street | Louisville | KY | 40203 | None | PC | Scholarship Fund | $56,050 | |
| Lotus Treasure | ||||||||
| 1790 30th Street Suite 280 | Boulder | CO | 80301 | None | PC | Dzogchen Preservation Project | $5,000 | |
| Louisville Film Society | ||||||||
| PO Box 6088 | Louisville | KY | 40206 | None | PC | Film Project | $12,500 | |
| Louisville Film Society | ||||||||
| PO Box 6088 | Louisville | KY | 40206 | None | PC | Film Project | $8,600 | |
| Louisville Orchestra | ||||||||
| PO Box 1450 | Louisville | KY | 40202 | None | PC | General Operating Support | $10,000 | |
| Louisville Urban League | ||||||||
| 1535 West Broadway | Louisville | KY | 40203 | None | PC | General Operating Support | $3,000 | |
| Maiden Voyage Productions Inc | ||||||||
| 2314 Higgins Road | HalfMoonBay | CA | 94019 | None | PC | Film Project | $20,600 | |
| Maiden Voyage Productions Inc | ||||||||
| 2314 Higgins Road | HalfMoonBay | CA | 94019 | None | PC | Film Project | $10,300 | |
| New Century Chamber Orchestra | ||||||||
| 44 Page Street Suite 600 | San Francisco | CA | 94102 | None | PC | General Operating Support | $5,000 | |
| New Century Chamber Orchestra | ||||||||
| 44 Page Street Suite 600 | San Francisco | CA | 94102 | None | PC | General Operating Support | $20,000 | |
| Other Minds | ||||||||
| 55 Taylor Street | San Francisco | CA | 94102 | None | PC | General Operating Support | $1,000 | |
| Pachamama Alliance | ||||||||
| PO Box 29191 | San Francisco | CA | 94129 | None | PC | General Operating Support | $20,000 | |
| Playgroup | ||||||||
| c/o Vallejo Investments - One | San Francisco | CA | 94111 | None | PC | General Operating Support | $5,000 | Embarcadero Center |
| San Francisco Cinematheque | ||||||||
| 55 Taylor Street | San Francisco | CA | 94102 | None | PC | General Operating Support | $2,000 | |
| San Francisco Film Society | ||||||||
| 39 Mesa Street Ste 110 | San Francisco | CA | 94129 | None | PC | Film Project | $5,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 3rd Street | San Francisco | CA | 94103 | None | PC | General Operating Support | $10,000 | |
| San Francisco Symphony | ||||||||
| 201 Van Ness Avenue | San Francisco | CA | 94103 | None | PC | General Operating Support | $15,000 | |
| Silent Film Festival | ||||||||
| 145 Ninth Street Suite 230 | San Francisco | CA | 94103 | None | PC | Film Project | $10,000 | |
| Speed Art Museum | ||||||||
| 2035 South Third Street | Louisville | KY | 40208 | None | PC | General Operating Support | $933 | |
| Speed Art Museum | ||||||||
| 2035 South Third Street | Louisville | KY | 40208 | None | PC | General Operating Support | $10,000 | |
| The Marion Institute Inc | ||||||||
| 202 Spring Street | Marion | MA | 02738 | None | PC | General Operating Support | $5,000 | |
| The Museum Of The African Diaspora | ||||||||
| 685 Mission Street | San Francisco | CA | 94105 | None | PC | General Operating Support | $5,000 | |
| University of Louisville Foundation | ||||||||
| 215 Central Avenue Suite 300 | Louisville | KY | 40208 | None | PC | MFA Portland Rent Payments | $5,500 | |
| Upaya Zen Center | ||||||||
| 1404 Cerro Gordo Road | Santa Fe | NM | 87501 | None | PC | General Operating Support | $10,000 | |
| Wilderness Dharam Movement Inc | ||||||||
| 2001 Main Street No 401 | Wheeling | WV | 26003 | None | PC | General Operating Support | $5,000 | |
| YouthBuild Louisville | ||||||||
| PO Box 638 | Louisville | KY | 40201 | None | PC | General Operating Support | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $458,876 | 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 | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278,747 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $230,823 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $509,580 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $509,580 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | tax preparation and accounting fees | CategoryTxt |
| Amt | $9,250 | Amt |
| Net Investment Income | $4,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Brown-Forman Corp CL A (BFA) | $6,223 | $311,776 |
| Brown-Forman Corp CL B (BFB) | $9,943,428 | $21,957,509 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| licenses and permits | $15 | $0 | $0 |
| Bank Fees | $69 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | other professional fees | CategoryTxt |
| Amt | $25,438 | Amt |
| Net Investment Income | $5,246 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,192 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Prior year excise tax extension payment | $1,000 | $0 | $0 |
| Current year estimated excise tax payments | $1,950 | $0 | $0 |