DORAN FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DORAN FOUNDATION INC (EIN 20-3474077)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-08
IRS object ID
201731289349100318
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-08T08:38:43-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621110839PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER THOMPSON ARNOLD PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1112-A ROBERTSON RD NORTHAddressLine1Txt
CityMURRAYCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42071ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203474077EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DORAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDORABusinessNameControlTxt
Phone2707535515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11121 STATE ROUTE 94 WESTAddressLine1Txt
CityMURRAYCityNm
State AbbreviationKYStateAbbreviationCd
ZIP420714600ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHAROLD G DORAN JRPersonNm
Person TitlePRES/DIRECTORPersonTitleTxt
Phone2707535515PhoneNum
Signature2017-05-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW H HALEPreparerPersonNm
PTINP00009838PTIN
Phone2707532424PhoneNum
Preparation2017-05-03PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id0CF78BCC36444F9E07D7A65869C08D4EE3BEED24AtSubmissionCreationDeviceId
At Submission Filing Device IdFA5A176C5A51F5E340E49878149F12209937C45AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,913,549FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$22,006InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22,006InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$22,006InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$61,465DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,465DividendsNetInvstIncmAmt
Dividends Adj Net Incm$61,465DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$34,663NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,772,826GrossSalesPriceAmt
Other Income Rev And Expnss$5,448OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$5,448OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$354,256TotalRevAndExpnssAmt
Total Net Invst Incm$83,471TotalNetInvstIncmAmt
Total Adj Net Incm$88,919TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$53,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$53,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$53,000CompOfcrDirTrstAdjNetIncmAmt
Pension Empl Bnft Rev And Expnss$6,860PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$6,860PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$6,860PensionEmplBnftAdjNetIncmAmt
Legal Fees Rev And Expnss$151LegalFeesRevAndExpnssAmt
Legal Fees Adj Net Incm$151LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,545AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,545AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$2,376TaxesRevAndExpnssAmt
Taxes Adj Net Incm$2,376TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$4,916OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,128OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$788OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$68,848TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$63,988TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$64,720TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$125,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$125,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$193,898TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$63,988TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$64,720TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$125,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$160,358ExcessRevenueOverExpensesAmt
Net Investment Income$19,483NetInvestmentIncomeAmt
Adjusted Net Income$24,199AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$347,391CashBOYAmt
Cash EOY$324,840CashEOYAmt
Cash EOYFMV$324,840CashEOYFMVAmt
Prepaid Expenses BOY$3,100PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,000PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,000PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$2,414,175CorporateStockBOYAmt
Corporate Stock EOY$2,304,333CorporateStockEOYAmt
Corporate Stock EOYFMV$1,565,364CorporateStockEOYFMVAmt
Corporate Bonds BOY$742,446CorporateBondsBOYAmt
Corporate Bonds EOY$1,037,297CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,022,345CorporateBondsEOYFMVAmt
Total Assets BOY$3,507,112TotalAssetsBOYAmt
Total Assets EOY$3,667,470TotalAssetsEOYAmt
Total Assets EOYFMV$2,913,549TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,507,112UnrestrictedBOYAmt
Unrestricted EOY$3,667,470UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,507,112TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,667,470TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,507,112TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,667,470TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,507,112TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$160,358ExcessRevenueOverExpensesAmt
Subtotal$3,667,470SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,667,470TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$131,430AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,405,950NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054627DistributionYr1Rt
Adjusted Qlfy Distri Yr2$130,200AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,516,212NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051744DistributionYr2Rt
Adjusted Qlfy Distri Yr3$102,400AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,169,102NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047208DistributionYr3Rt
Adjusted Qlfy Distri Yr4$87,400AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,908,133NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045804DistributionYr4Rt
Adjusted Qlfy Distri Yr5$93,331AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,654,349NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056416DistributionYr5Rt
Total Distribution0.255799TotalDistributionRt
Average Distribution0.051160AverageDistributionRt
Net Vl Noncharitable Assets$1,240,776NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$63,478AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$195NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$63,673AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$125,050QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$195InvestmentIncomeExciseTaxAmt
Subtotal$195SubtotalAmt
Tax Based On Investment Income$195TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Overpayment$805OverpaymentAmt
Applied To ES Tax$805AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHAROLD G DORANIndividualWithBooksNm
Phone2707535515PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11121 STATE ROUTE 94 WAddressLine1Txt
CityMURRAYCityNm
State AbbreviationKYStateAbbreviationCd
ZIP420714600ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HAROLD G DORAN JR
1121 STATE ROUTE 94 WMURRAYKY42071PRES/DIRECTO30.00$28,000$0$0
SARAH D MURRAY
1527 FERGUSON AVENASHVILLETN37212SECY/DIRECTO000.00$0$0$0
H FRANK DORAN
2010 ELMBROOK CTMURRAYKY42071TREAS/DIRECT20.00$25,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,060,612AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$198,445AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$614FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,259,671TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,259,671AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,895CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,240,776NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,039MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,039MinimumInvestmentReturnAmt
Tax Based On Investment Income$195TaxBasedOnInvestmentIncomeAmt
Total Tax$195TotalTaxAmt
Distributable Before Adj$61,844DistributableBeforeAdjAmt
Distributable Before Ded$61,844DistributableBeforeDedAmt
Distributable As Adjusted$61,844DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,050ExpensesAndContributionsAmt
Qualifying Distributions$125,050QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$195PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$124,855AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$61,844DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$13,452ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$7,424ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,872ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,748TotalExcessDistributionCyovAmt
Qualifying Distributions$125,050QualifyingDistributionsAmt
Applied To Current Year$61,844AppliedToCurrentYearAmt
Remaining Distri From Corpus$63,206RemainingDistriFromCorpusAmt
Total Corpus$96,954TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$13,452ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$83,502ExcessDistriCyovToNextYrAmt
Excess From Year2$7,424ExcessFromYear2Amt
Excess From Year1$12,872ExcessFromYear1Amt
Excess From Current Year$63,206ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DIABETES RESEARCH INSTITUTE FOUND
200 S PARK ROADSUITE 100HOLLYWOODFL33021PCSUPPORT RESEARCH; CURE FOR DIABETES$100,000
LINCOLN HERITAGE COUNCIL (BSA)
12001 SYCAMORE STATION PLLOUISVILLEKY402994898PCPROMOTE SCOUTING$11,500
MAIN STREET YOUTH CENTER
513 SOUTH 4TH STREETMURRAYKY42071PCSUPPORT COMMUNITY YOUTH ACTIVITIES$1,500
MURRAY STATE UNIVERSITY FOUNDATION
200 HERITAGE HALLMURRAYKY42071PCSUPPORT HIGHER EDUCATION$2,800
NEEDLINE
638 4TH STREETMURRAYKY42071PCPROVIDING BASIC NECESSITIES TO POOR$1,000
BOCA GRANDE HLTH CLINIC FOUNDATION
280 PARK AVENUEBOCA GRANDEFL339212340PCSUPPORT PUBLIC HEALTH$250
MURRAY-CALLOWAY CO PARK
900 PAYNE STREETMURRAYKY42071PCPROMOTE OUTDOOR RECREATION$1,000
WKMS
200 HERITAGE HALLMURRAYKY42071PCPUBLIC RADIO$1,500
MURRAY MAIN STREET
201 S 4TH STREETMURRAYKY42071PCMURRAY DOWNTOWN DEVELOPMENT$5,000
WEST KY MENTORING
203 ASH STREETMURRAYKY42071PCMENTORING DISADVANTAGED YOUTH$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$125,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,006ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,465ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$34,663RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
NORTHERN TIER ENERGY LP211110-$842
LINN ENERGY, LLC211110$6,148
KKR & CO.$142

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$5,306UnrelatedBusinessTaxblIncmAmt
Exclusion$83,471ExclusionAmt
Related Or Exempt Function Incm-$34,521RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,256TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
KELLY W DORAN CLAT
11121 STATE ROUTE 94 WESTMURRAYKY42071$200,000Yes (X)
H FRANK DORAN
22010 ELMBROOK COURTMURRAYKY42071$100,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,545Amt
Adjusted Net Income$1,545AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmtAcquiredAcquiredDtSoldSoldDt
STCG-COVEREDPURCHASE$1,198,372$1,160,607$37,765
LTCG-COVEREDPURCHASE$574,435$646,864-$72,429
WESTERN REFININGPURCHASE$19$18$12016-062016-07

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVARIOUS-SEE ATTACHEDBondNm
EOY Book Value$1,037,297EOYBookValueAmt
EOYFMV$1,022,345EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS SECURITIES-SEE ATTACHEDStockNm
EOY Book Value$2,304,333EOYBookValueAmt
EOYFMV$1,565,364EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$151LegalFeesAmt
Adjusted Net Income$151AdjustedNetIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
SUPPLIES$4,128$4,128
UTILITIES$788$788

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NORTHERN TIER ENERGY LP-$842-$842
LINN ENERGY, LLC$6,148$6,148
KKR & CO.$142$142

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX/INVESTMENT INCategoryTxt
Amt$2,376Amt
Adjusted Net Income$2,376AdjustedNetIncomeAmt

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