BETA

LIFT A LIFE FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LIFT A LIFE FOUNDATION INC (EIN 61-1359337)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-02
IRS object ID
201632159349100328
Schema version
2015v2.1
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)
Return2016-08-02T16:33:55-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341965417PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CORNERSTONE FAMILY OFFICE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1MONARCH CENTRE 300 5885 LANDERBROOKAddressLine1Txt
Address Line2DRAddressLine2Txt
CityMAYFIELD HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611359337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIFT A LIFE FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O CORNERSTONE FAMILY OFFICEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLIFTBusinessNameControlTxt
Phone5022903218PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15885 LANDERBROOK DR NO 300AddressLine1Txt
CityMAYFIELD HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonASHLEY N BUTLERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5022903218PhoneNum
Signature2016-08-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCORNERSTONE FAMILY OFFICE LLCPreparerPersonNm
PTINP00152568PTIN
Phone4404600460PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,801,125FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,947,663ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$982,101DividendsRevAndExpnssAmt
Dividends Net Invst Incm$982,101DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$317,038NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$317,038CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,246,802TotalRevAndExpnssAmt
Total Net Invst Incm$1,299,139TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$130,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$101,922OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$23,506LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$60,468AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$230,357OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$207,969OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$43,694TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$15,398OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$29,202TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$49,078OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$284OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$683,625TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$208,253TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,398,940ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,398,940ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,082,565TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$208,253TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,398,940TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,835,763ExcessRevenueOverExpensesAmt
Net Investment Income$1,090,886NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,155,174CashBOYAmt
Cash EOY$4,988,603CashEOYAmt
Cash EOYFMV$4,988,603CashEOYFMVAmt
Other Investments BOY$35,153,167OtherInvestmentsBOYAmt
Other Investments EOY$32,483,975OtherInvestmentsEOYAmt
Other Investments EOYFMV$34,812,522OtherInvestmentsEOYFMVAmt
Total Assets BOY$41,308,341TotalAssetsBOYAmt
Total Assets EOY$37,472,578TotalAssetsEOYAmt
Total Assets EOYFMV$39,801,125TotalAssetsEOYFMVAmt
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$41,308,341RetainedEarningBOYAmt
Retained Earning EOY$37,472,578RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$41,308,341TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,472,578TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$41,308,341TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,472,578TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$41,308,341TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,835,763ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$37,472,578SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,472,578TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MELLON$63,207$63,207
MELLON$253,831$253,831
FieldValueIRS element (for citing)
Capital Gain Net Income$317,038CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,812,668AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$40,509,625NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.118803DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,102,997AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$33,946,844NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.209239DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,239,950AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$28,194,885NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.150380DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,181,191AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$18,344,738NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.227923DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,888,945AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$13,178,560NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.143335DistributionYr5Rt
Total Distribution0.849680TotalDistributionRt
Average Distribution0.169936AverageDistributionRt
Net Vl Noncharitable Assets$43,402,396NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,375,630AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,909NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,386,539AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,398,940QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$10,909InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,909SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,909TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$42,474EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$42,474TotalPaymentsAndCreditsAmt
Overpayment$31,565OverpaymentAmt
Applied To ES Tax$31,565AppliedToESTaxAmt
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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.LIFTALIFEFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksASHLEY NOVAK BUTLERIndividualWithBooksNm
Phone5022903218PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14350 BROWNSBORO ROAD SUITE 110AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID C NOVAK
11658 TURTLE BEACH RDNORTH PALM BEACHFL33408DIRECTOR & PRESIDENT0.00$0$0$0
WENDY L NOVAK
11658 TURTLE BEACH RDNORTH PALM BEACHFL33408DIRECTOR,VP,SECRET,TREAS0.00$0$0$0
SUSAN B NOVAK
17757 NORTH 97TH PLACESCOTTSDALEAZ85255DIRECTOR0.00$0$0$0
ASHLEY NOVAK BUTLER
3920 BROOKFIELD AVELOUISVILLEKY40207DIRECTOR40.00$130,000$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$38,339,669AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,723,677AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$44,063,346TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$44,063,346AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$660,950CashDeemedCharitableAmt
Net Vl Noncharitable Assets$43,402,396NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,170,120MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,170,120MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,909TaxBasedOnInvestmentIncomeAmt
Total Tax$10,909TotalTaxAmt
Distributable Before Adj$2,159,211DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,159,211DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,159,211DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,398,940ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,398,940QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$10,909PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,388,031AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,159,211DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,232,095ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,271,537ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,844,657ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,442,489ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,828,713ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,619,491TotalExcessDistributionCyovAmt
Qualifying Distributions$8,398,940QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,159,211AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,239,729RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$21,859,220TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,232,095ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,627,125ExcessDistriCyovToNextYrAmt
Excess From Year4$3,271,537ExcessFromYear4Amt
Excess From Year3$2,844,657ExcessFromYear3Amt
Excess From Year2$5,442,489ExcessFromYear2Amt
Excess From Year1$2,828,713ExcessFromYear1Amt
Excess From Current Year$6,239,729ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID C NOVAKContributingManagerNm
Contributing ManagerWENDY L NOVAKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A CHOICE FOR LIFE INC
101 WEST MARKET STLOUISVILLEKY40202PUBLICGENERAL$50,000
ACTIVE HEROS
8701 OLD BARDSTOWN RD SUITE BLOUISVILLEKY40291PUBLICGENERAL$20,000
AMERICAN RED CROSS
2025 E STREET NWWASHINGTONDC20006PUBLICGENERAL$65,000
BOB RUSSELL MINISTRIES
PO BOX 43933LOUISVILLEKY40253PUBLICGENERAL$500,000
CASA
982 EAST PARKWAY BOX 9LOUISVILLEKY40217PUBLICGENERAL$25,000
CATHEDRAL OF THE ASSUMPTION
433 S 5TH STLOUISVILLEKY40202PUBLICGENERAL$5,000
CENTER FOR COURAGEOUS KIDS
1501 BURNLEY ROADSCOTTSVILLEKY42164PUBLICGENERAL$50,000
CHILDREN'S HOSPITAL FOUNDATION
601 S FLOYD STLOUISVILLEKY40202PUBLICGENERAL$668,303
CHRISTIAN ACADEMY FOUNDATION
700 S ENGLISH STATION RDLOUISVILLEKY40245PUBLICGENERAL$69,000
COMMUNITY FOUNDATION OF LOUISVILLE
325 W MAIN ST STE 1110LOUISVILLEKY40202PUBLICGENERAL$50,000
DARE TO CARE FOOD BANK
5803 FERN VALLEY ROADLOUISVILLEKY40228PUBLICHUNGER$425,000
FAMILY SCHOLAR HOUSE
403 REG SMITH CIRCLELOUISVILLEKY40208PUBLICGENERAL$50,000
FEEDING AMERICA
5803 FERN VALLEY ROADLOUISVILLEKY40232PUBLICGENERAL$25,000
FELLOWSHIP OF CHRISTIAN ATHLETES
400 BLANKENBAKER PKWYLOUISVILLEKY40243PUBLICGENERAL$10,000
FOLDS OF HONOR FOUNDATION
5800 N PATRIOT DRIVEOWASSOOK74055PUBLICMILITARY FAMILIES$1,189,037
FOUNDATION FOR IMPACT ON LITERACY & LEARNING
PO BOX 8139NEWARKDE19714PUBLICGENERAL$700,000
FUND FOR THE ARTS
623 W MAIN ST 200LOUISVILLEKY40202PUBLICGENERAL$25,000
GILDA'S CLUB LOUISVILLE
633 BAXTER AVELOUISVILLEKY40204PUBLICGENERAL$25,000
HOME OF INNOCENTS
1100 EAST MARKET STREETLOUISVILLEKY40206PUBLICGENERAL$12,500
HORATIO ALGER ASSOCIATION
99 CANAL CENTER PLAZA SUITE 320ALEXANDRIAVA22314PUBLICGENERAL$195,000
HORSPARUS INC
3532 EPHRAIM MCDOWELL DRLOUISVILLEKY40205PUBLICGENERAL$5,000
JDRF
153 THIERMAN LANELOUISVILLEKY40207PUBLICJUVENILE DIABETES$100,000
JUPITER MEDICAL CENTER FOUNDATION
1210 S OLD DIXIE HWYJUPITERFL33458PUBLICGENERAL$50,000
KENTUCKY ASSOCATION OF FOOD BANKS
PO BOX 1824BEREAKY40403PUBLICGENERAL$50,000
KENTUCKY CENTER FOR ARTS FOUNDATION
501 W MAIN STLOUISVILLEKY40202PUBLICGENERAL$10,000
KENTUCKY DIABETES CAMP FOR CHILDREN
1613 FOREST HILL DRIVELOUISVILLEKY40205PUBLICGENERAL$50,000
KENTUCKY REFUGEE MINISTRIES
969 CHEROKEE RDLOUISVILLEKY40204PUBLICGENERAL$16,667
KENTUCKY SCIENCE CENTER
727 WEST MAIN STREETLOUISVILLEKY40202PUBLICGENERAL$50,000
LA RED
5555 COUNTY ROAD 203MILLERSBURGOH44654PUBLICGENERAL$6,000
LET'S GET READY
50 BROADWAY 25TH FLOORNEW YORKNY10004PUBLICGENERAL$10,000
LIFESONG FOR ORPHANS
PO BOX 40GRIDLEYIL61744PUBLICGENERAL$50,000
LINCOLN HERITAGE COUNCIL BSA
12001 SYCAMORE STATION PLLOUISVILLEKY40299PUBLICGENERAL$25,000
MARYHURST
1015 DORSEY LANELOUISVILLEKY40223PUBLICGENERAL$100,000
METRO UNITED WAY
PO BOX 4488LOUISVILLEKY40204PUBLICEARLY CHILDHOOD$870,558
MICHELLE MCGANN FUND
PO BOX 1592WEST PALM BEACHFL33402PUBLICGENERAL$5,000
ORPHAN CARE ALLIANCE
115 WATTERSON TRAIL 201LOUISVILLEKY40243PUBLICGENERAL$10,000
PADD FOOD BANK
1002 MEDICAL DRIVE PO BOX 588MAYFIELDKY42066PUBLICGENERAL$25,000
PEACE EDUCATION PROGRAM
318 WEST KENTUCKY STREETLOUISVILLEKY40203PUBLICGENERAL$25,000
PORTLAND NEIGHBORHOOD HOUSE
201 N 25TH STLOUISVILLEKY40212PUBLICGENERAL$110,000
R 15-20 MINISTRIES INC
4407 THOMPSON FARMBEDFORDMA01730PUBLICGENERAL$50,000
SAVE THE CHILDREN FOUNDATION
501 KINGS HIGHWAY EASTFAIRFIELDCT06825PUBLICGENERAL$50,000
SCARLET HOPE INC
PO BOX 6542LOUISVILLEKY40206PUBLICGENERAL$25,000
SHIVELY AREA MINISTRIES
4415 DIXIE HIGHWAYLOUISVILLEKY40216PUBLICGENERAL$7,500
SIDE BY SIDE STUDIOS
2528 FRANKFORT AVELOUISVILLEKY40206PUBLICGENERAL$10,000
SPIRIT CONSULTING MINISTRIES INC
PO BOX 436405LOUISVILLEKY40245PUBLICGENERAL$115,000
ST BALDRICKS FOUNDATION
1333 S MAYFLOWER AVE 400MONROVIACA91016PUBLICGENERAL$5,000
ST JOSEPH'S CHIDLREN'S HOME
2823 FRANKFORT AVELOUISVILLEKY40206PUBLICGENERAL$50,000
STAGE ONE FAMILY THEATRE
323 W BROADWAY STE 600LOUISVILLEKY40202PUBLICGENERAL$25,000
STUDENT SPONSOR PARTNERS
424 MADISON AVENUE SUITE 1002NEW YORKNY10017PUBLICGENERAL$25,000
THE DEPAUL SCHOOL
1925 DUKER AVELOUISVILLEKY40205PUBLICGENERAL$5,000
UNIVERSITY OF LOUISVILLE FOUNDATION
580 S PRESTON STLOUISVILLEKY40202PUBLICGENERAL$1,000,000
UNIVERSITY OF LOUISVILLE
2301 S 3RD STLOUISVILLEKY40292PUBLICGENERAL$55,375
URBAN YOUTH IMPACT
2823 N AUSTRALIAN AVEWEST PALM BEACHFL33407PUBLICGENERAL$5,000
USA TODAY CHARITABLE FOUNDATION
7950 JONES BRANCH DRIVEMCLEANVA22108PUBLICLEADERSHIP$134,000
VOLUNTEERS OF AMERICA
933 GOSS AVENUELOUISVILLEKY40217PUBLICGENERAL$50,000
WORLD FOOD PROGRAM USA
1819 L STREET NW 900WASHINGTONDC20036PUBLICHUNGER$1,000,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256PUBLICGENERAL$10,000
YMCA SAFE PLACE SERVICES
2400 CRITTENDEN DRIVELOUISVILLEKY40217PUBLICGENERAL$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,398,940TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$982,101ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$317,038ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,299,139ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,299,139TotalIncomeProducingActyAmt

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 (9 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
DAVID C AND WENDY L NOVAK
111658 TURTLE BEACH RDNORTH PALM BEACHFL33408$168,000Yes (X)
DAVID C AND WENDY L NOVAK
211658 TURTLE BEACH RDNORTH PALM BEACHFL33408$490,850Yes (X)
DAVID C AND WENDY L NOVAK
311658 TURTLE BEACH RDNORTH PALM BEACHFL33408$202,263Yes (X)
DAVID C AND WENDY L NOVAK
411658 TURTLE BEACH RDNORTH PALM BEACHFL33408$583,175Yes (X)
DAVID C AND WENDY L NOVAK
511658 TURTLE BEACH RDNORTH PALM BEACHFL33408$493,700Yes (X)
DAVID C AND WENDY L NOVAK
611658 TURTLE BEACH RDNORTH PALM BEACHFL33408$550,830Yes (X)
DAVID C AND WENDY L NOVAK
711658 TURTLE BEACH RDNORTH PALM BEACHFL33408$508,185Yes (X)
DAVID C AND WENDY L NOVAK
811658 TURTLE BEACH RDNORTH PALM BEACHFL33408$240,705Yes (X)
DAVID C AND WENDY L NOVAK
911658 TURTLE BEACH RDNORTH PALM BEACHFL33408$707,455Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmt
25,000 SHARES JOHNSON & JOHNSON$490,850
32,500 SHARES H C A HOLDINGS INC$202,263
45,000 SHARES UNITED TECHNOLOGIES CORP$583,175
520,000 SHARES FINANCIAL SELECT SECTOR SPDRFUND$493,700
621,500 SHARES POWERSHARES WATER RESOURCES$550,830
79,000 SHARES WELLS FARGO & COMPANY$508,185
89,000 SHARES E M C CORP MASS$240,705
98,500 SHARES AUTOMATIC DATA PROCESSING INC$707,455

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$60,468Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEQUITIES & FIXED INCOMECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$32,483,975BookValueAmt
EOYFMV$34,812,522EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$23,506LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$284$284$0
MISCELLANEOUS$2,212$0$0
OFFICE SUPPLIES$4,245$0$0
PAYROLL EXPENSES$1,329$0$0
DUES$1,495$0$0
MARKETING$5,729$0$0
MEALS$2,216$0$0
INSURANCE$886$0$0
MEMBERSHIP$25,000$0$0
TELEPHONE$832$0$0
CONFERENCES & TRAINING$4,850$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES TO ADVISER$207,969$207,969$0
CONSULTING$22,388$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES PAID$26,500$0$0
ANNUAL FILING FEE$150$0$0
PAYROLL TAXES$17,029$0$0
STATE TAXES PAID$15$0$0

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