DORAN FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DORAN FOUNDATION INC (EIN 20-3474077)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-04
IRS object ID
201511249349101121
Schema version
2014v5.0
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)
Return2015-05-04T10:58:48-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263683574PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THURMAN CAMPBELL GROUP PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 S 8TH ST STE 282WAddressLine1Txt
CityMURRAYCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42071ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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 DORANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2707535515PhoneNum
Signature2015-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT K MARTINPreparerPersonNm
PTINP00009835PTIN
Phone2707535411PhoneNum
Preparation2015-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,599,966FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$27,115InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27,115InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$27,115InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$62,175DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,175DividendsNetInvstIncmAmt
Dividends Adj Net Incm$62,175DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$65,376NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$727,803GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$65,376CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$38,432NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss-$2,899OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm-$2,899OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$351,767TotalRevAndExpnssAmt
Total Net Invst Incm$154,666TotalNetInvstIncmAmt
Total Adj Net Incm$124,823TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,265AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,265AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$4,351TaxesRevAndExpnssAmt
Taxes Net Invst Incm$356TaxesNetInvstIncmAmt
Taxes Adj Net Incm$356TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$2,597OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,577OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$2,592OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$8,213TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,933TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$4,213TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$130,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$130,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$138,413TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,933TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$4,213TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$130,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$213,354ExcessRevenueOverExpensesAmt
Net Investment Income$151,733NetInvestmentIncomeAmt
Adjusted Net Income$120,610AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$319,229CashBOYAmt
Cash EOY$380,470CashEOYAmt
Cash EOYFMV$380,470CashEOYFMVAmt
Prepaid Expenses BOY$3,152PrepaidExpensesBOYAmt
Prepaid Expenses EOY$4,000PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$4,000PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$2,227,110CorporateStockBOYAmt
Corporate Stock EOY$2,339,587CorporateStockEOYAmt
Corporate Stock EOYFMV$1,512,009CorporateStockEOYFMVAmt
Corporate Bonds BOY$655,248CorporateBondsBOYAmt
Corporate Bonds EOY$694,036CorporateBondsEOYAmt
Corporate Bonds EOYFMV$703,487CorporateBondsEOYFMVAmt
Total Assets BOY$3,204,739TotalAssetsBOYAmt
Total Assets EOY$3,418,093TotalAssetsEOYAmt
Total Assets EOYFMV$2,599,966TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,204,739UnrestrictedBOYAmt
Unrestricted EOY$3,418,093UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,204,739TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,418,093TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,204,739TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,418,093TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,204,739TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$213,354ExcessRevenueOverExpensesAmt
Subtotal$3,418,093SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,418,093TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUS (SHORT-TERM CAPITAL LOSSES)P2014-03-312014-09-30$226,206$236,273-$10,067-$10,067
VARIOUS (SHORT-TERM CAPITAL GAINS)P2014-06-302014-11-30$332,863$284,364$48,499$48,499
VARIOUS (LONG-TERM CAPITAL LOSSES)P2013-05-312014-06-30$32,441$36,611-$4,170-$4,170
VARIOUS (LONG-TERM CAPITAL GAINS)P2013-03-312014-09-30$136,266$105,178$31,088$31,088
NET SECTION 1231 LOSS (FROM P/N)P2013-04-132014-12-31$1-$1-$1
CLASS ACTION SUIT SETTLEMENTP2012-06-302014-03-21$27$27$27
FieldValueIRS element (for citing)
Capital Gain Net Income$65,376CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$38,432NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$102,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,169,102NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047208DistributionYr1Rt
Adjusted Qlfy Distri Yr2$87,400AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,908,133NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045804DistributionYr2Rt
Adjusted Qlfy Distri Yr3$93,331AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,654,349NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056416DistributionYr3Rt
Adjusted Qlfy Distri Yr4$82,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,409,048NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058550DistributionYr4Rt
Adjusted Qlfy Distri Yr5$64,700AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,082,343NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059778DistributionYr5Rt
Total Distribution0.267756TotalDistributionRt
Average Distribution0.053551AverageDistributionRt
Net Vl Noncharitable Assets$2,516,212NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$134,746AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,517NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$136,263AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$130,200QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,035InvestmentIncomeExciseTaxAmt
Subtotal$3,035SubtotalAmt
Tax Based On Investment Income$3,035TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Overpayment$964OverpaymentAmt
Applied To ES Tax$964AppliedToESTaxAmt

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 LimitfalseUnrelatedBusIncmOverLimitInd
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/DIRECTO5.00$0$0$0
SARAH D MURRAY
1527 FERGUSON AVENASHVILLETN37212SECY/DIRECTO0.50$0$0$0
H FRANK DORAN
2010 ELMBROOK CTMURRAYKY42071TREAS/DIRECT0.50$0$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$2,334,077AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$216,453AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,554,530TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,554,530AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,318CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,516,212NetVlNoncharitableAssetsAmt
Minimum Investment Return$125,811MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$125,811MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,035TaxBasedOnInvestmentIncomeAmt
Total Tax$3,035TotalTaxAmt
Distributable Before Adj$122,776DistributableBeforeAdjAmt
Distributable Before Ded$122,776DistributableBeforeDedAmt
Distributable As Adjusted$122,776DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$130,200ExpensesAndContributionsAmt
Qualifying Distributions$130,200QualifyingDistributionsAmt
Adjusted Qualifying Distri$130,200AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$122,776DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$9,001ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,410ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,452ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$34,863TotalExcessDistributionCyovAmt
Qualifying Distributions$130,200QualifyingDistributionsAmt
Applied To Current Year$122,776AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,424RemainingDistriFromCorpusAmt
Total Corpus$42,287TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,001ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$33,286ExcessDistriCyovToNextYrAmt
Excess From Year4$12,410ExcessFromYear4Amt
Excess From Year3$13,452ExcessFromYear3Amt
Excess From Current Year$7,424ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 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$1,500
MAIN STREET YOUTH CENTER
513 SOUTH 4TH STREETMURRAYKY42071PCSUPPORT COMMUNITY YOUTH ACTIVITIES$1,500
MURRAY STATE UNIVERSITY FOUNDATION
200 HERITAGE HALLMURRAYKY42071PCSUPPORT HIGHER EDUCATION$9,500
MURRAY INDEPENDENT SCHOOL DISTRICT
208 SOUTH 13TH STREETMURRAYKY42071PCSUPPORT LOCAL PUBLIC SCHOOLS$10,000
JACKSON PURCHASE DANCE COMPANY
708 ELM STREETMURRAYKY42071PCPROMOTE DANCE AS AN ART FORM$500
MURRAY CALLOWAY COUNTY NEEDLINE INC
509 NORTH 8TH STMURRAYKY42071PCPROVIDE FOOD FOR THE POOR$2,000
WEST KENTUCKY YOUTH MENTORING
203 ASH STREETMURRAYKY42071PCSUPPORT MENTORING FOR LOCAL YOUTHS$1,200
AMERICAN CANCER SOCIETY
250 WILLIAMS ST NWSUITE 400ATLANTAGA30303PCSUPPORT CANCER RESEARCH$500
MURRAY CALLOWAY CO THEATER ARTS INC
MURRAY CALLOWAY CO PARKSMURRAYKY42071PCPROMOTE LOCAL THEATER$3,000
MURRAY CALLOWAY CO HABITATHUMANITY
P O BOX 1139MURRAYKY42071PCPROVIDE LOW COST HOUSING/POOR$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$130,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$27,115ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,175ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$65,376RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
NORTHERN TIER ENERGY LP211110$3,915
LINN ENERGY, LLC211110-$6,814

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$2,899UnrelatedBusinessTaxblIncmAmt
Exclusion$89,290ExclusionAmt
Related Or Exempt Function Incm$65,376RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$151,767TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonKELLY W DORAN CLATContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11121 STATE ROUTE 94 WAddressLine1Txt
CityMURRAYCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42071ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,265Amt
Adjusted Net Income$1,265AdjustedNetIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVARIOUS-SEE ATTACHED LISTBondNm
EOY Book Value$694,036EOYBookValueAmt
EOYFMV$703,487EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS SECURITIES-SEE ATTACHEStockNm
EOY Book Value$2,339,587EOYBookValueAmt
EOYFMV$1,512,009EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
CORPORATION FILING FEE$15$15
OFFICE EXPENSES$2,574$2,574$2,574
MISCELLANOUES EXPENSE$8$3$3

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NORTHERN TIER ENERGY LP$3,915$3,915
LINN ENERGY, LLC-$6,814-$6,814

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FEDERAL EXCISE TAX/INVESTMENT IN$3,995
FOREIGN TAX PAID ON DIVIDENDS$356$356$356

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