MARY GAYLORD FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARY GAYLORD FOUNDATION (EIN 73-1519735)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-19
- IRS object ID
- 201642019349100104
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-19T09:24:46-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 BROADWAY EXTENSION SUITE 300 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731519735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY GAYLORD MCCLEAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | (FORMERLY MARY GAYLORD FOUNDATION) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 5027228933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 100 | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY G MCCLEAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5027228933 | PhoneNum |
| Signature | 2016-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A KEEHN | PreparerPersonNm |
| PTIN | P00451320 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2016-06-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,578,957 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $145,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,430 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,430 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $136,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,449 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,449 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,449 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $343,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,952 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $775 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,002 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $624 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,429 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $288,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $288,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $293,582 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,429 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $288,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,370 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,523 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $244,109 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $184,945 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $184,945 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,754 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,376 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,376 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,061,530 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,157,458 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,142,136 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $228,318 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $232,448 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $240,500 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,538,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,586,227 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,578,957 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,383,137 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,528,137 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,844,426 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,941,910 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,538,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,586,227 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,538,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,586,227 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,538,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,370 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,589,081 | SubtotalAmt |
| Other Decreases | $2,854 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,586,227 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $60,449 | GrossSalesPriceAmt |
| Gain Or Loss | $60,449 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $60,449 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,449 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,175 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,944,993 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.017355 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,725 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,942,096 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022340 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $176,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,119,705 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083343 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $261,386 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,814,208 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.144077 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $216,790 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,874,138 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.115675 | DistributionYr5Rt |
| Total Distribution | 0.382790 | TotalDistributionRt |
| Average Distribution | 0.076558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,183,687 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $396,853 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,975 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $398,828 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $288,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,950 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,950 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,950 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,376 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,376 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,426 | OverpaymentAmt |
| Applied To ES Tax | $7,426 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD A DAVIS CPA | IndividualWithBooksNm |
| Phone | 4056599764 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3316 DOGWOOD LANE | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID O HOGAN | ||||||||
| 2222 S UTICA PLACE SUITE 200 | TULSA | OK | 74114 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY GAYLORD MCCLEAN | ||||||||
| PO BOX 100 | SIMPSONVILLE | KY | 40067 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,061,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,168 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,262,626 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,262,626 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,183,687 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,184 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,184 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,950 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,950 | TotalTaxAmt |
| Distributable Before Adj | $255,234 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $255,234 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $255,234 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $288,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $288,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $288,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $255,234 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,740 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $174,828 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $103,175 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $355,818 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $288,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $288,775 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $255,234 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $255,234 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $389,359 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $389,359 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $100,584 | ExcessFromYear1Amt |
| Excess From Current Year | $288,775 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY GAYLORD MCCLEAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UPHA FOUNDATION | |||||||
| 4059 IRON WORKS PARKWAY SUITE 2 | LEXINGTON | KY | 40511 | NONE | PUBLIC | GENERAL OPERATIONS | $56,000 |
| UPHA DEWEY HENDERSON BENEVOLENT FUND | |||||||
| 4059 IRON WORKS PARKWAY SUITE 2 | LEXINGTON | KY | 40511 | NONE | PUBLIC | DEWEY HENDERSON BENEVOLENT FUND | $10,000 |
| JEWISH HOSPITAL SHELBYVILLE | |||||||
| 727 HOSPITAL DRIVE | SHELBYVILLE | KY | 40065 | NONE | PUBLIC | GENERAL OPERATIONS | $25,000 |
| LOUISVILLE METRO POLICE DEPARTMENT | |||||||
| 633 W JEFFERSON ST | LOUISVILLE | KY | 40202 | NONE | PUBLIC | GENERAL OPERATIONS | $7,000 |
| SHELBY COUNTY HUMANE SOCIETY | |||||||
| 400 HUDSON BLVD | SHELBYVILLE | KY | 40065 | NONE | PUBLIC | GENERAL OPERATIONS | $100,000 |
| AMERICAN SADDLEBRED MUSEUM | |||||||
| 4083 IRON WORKS PKWY | LEXINGTON | KY | 40511 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| SHELBY COUNTY A & M ASSOCIATION | |||||||
| PMB 228 18 VILLAGE PLAZA | SHELBYVILLE | KY | 40065 | NONE | PUBLIC | GENERAL OPERATIONS | $3,000 |
| SHELBYVILLE HORSE SHOW | |||||||
| 1513 MIDLAND TRAIL | SHELBYVILLE | KY | 40065 | NONE | PUBLIC | GENERAL OPERATIONS | $30,000 |
| NATIONAL ACADEMY CHAMPIONSHIP FINALS | |||||||
| 147 SADDLEBRED DRIVE | HARTSELLE | AL | 35640 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| ANGELS REST INC | |||||||
| 541 MCCOUN ROAD | SMITHFIELD | KY | 40068 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| USET FOUNDATION | |||||||
| 1040 POTTERSVILLE ROAD | GLADSTONE | NJ | 07934 | NONE | PUBLIC | GENERAL OPERATIONS | $1,000 |
| THE HERSHEL WOODY WILLIAMS MEDAL OF HONOR FOUNDATION | |||||||
| PO BOX 9548 | HUNTINGTON | WV | 25704 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| NEW BEGINNINGS THERAPEUTIC RIDING INC | |||||||
| 600-B BILL FERGUSON ROAD | BOWLING GREEN | KY | 42101 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| CENTRAL OKLAHOMA HUMANE SOCIETY | |||||||
| 7500 N WESTERN | OKLAHOMA CITY | OK | 73116 | NONE | PUBLIC | GENERAL OPERATIONS | $1,000 |
| SADDLEBRED RESCUE INC | |||||||
| 6 MEADOW CLIFF LANE | HARDWICK | NJ | 07825 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| CASA OF THE RIVER REGION | |||||||
| 982 EASTERN PKWY | LOUISVILLE | KY | 40217 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $288,000 | 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 | $2,430 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,073 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,449 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $198,952 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,952 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARY GAYLORD MCCLEAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100 | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $145,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOGANTAYLOR, LLP - PREPARE 990PF | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $775 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $775 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION HEREBY MAKES THIS ELECTION WITH RESPECT TO THE $288,775 SHOWN ON F990-PF (2015), PART XIII, LINE 4(C), COLUMN (A). | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOND FUND OF AMERICA | $120,705 | $126,813 |
| INTERMEDIATE BOND FUND OF AM | $111,743 | $113,687 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RYMAN HOSPITALITY | $386,257 | $779,144 |
| AM INCOME FUND | $216,595 | $202,948 |
| AM HIGH INCOME FUND | $159,744 | $139,214 |
| CAP WORLD GROWTH & INC FUND | $455,737 | $511,592 |
| EUROPACIFIC GROWTH FUND | $171,063 | $205,531 |
| FUNDAMENTAL INV FUND | $279,298 | $417,375 |
| GROWTH FUND OF AMERICA | $226,308 | $319,200 |
| NEWMONT MINING 2000 SHS | $131,890 | $35,980 |
| VIACOM INC. CLASS B | $3,130,566 | $1,531,152 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASES | Desc |
| Amt | $2,854 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $624 | $624 | $0 |
| EXCISE TAX | $3,378 | $0 | $0 |
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