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THE SAMUEL LYON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE SAMUEL LYON CHARITABLE FOUNDATION INC (EIN 31-6651291)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-20
IRS object ID
201512329349100401
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)
Return2015-08-20T07:30:48-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN610713437PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOWDEN & WOOD PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1332 W BROADWAY SUITE 505AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316651291EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SAMUEL LYON CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
Phone5025871283PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1712 BRAEVIEW ROADAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHELDON YOFFEPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5025871283PhoneNum
Signature2015-06-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN MOSS CPAPreparerPersonNm
PTINP00632361PTIN
Phone5025830262PhoneNum
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$1,009,930FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$27,148DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,148DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,307NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,307GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,307CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,455TotalRevAndExpnssAmt
Total Net Invst Incm$38,455TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$900AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$590TaxesRevAndExpnssAmt
Taxes Net Invst Incm$590TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,502TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,496TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,002TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,496TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,506TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,547ExcessRevenueOverExpensesAmt
Net Investment Income$36,959NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,142CashBOYAmt
Cash EOY$1,744CashEOYAmt
Cash EOYFMV$1,744CashEOYFMVAmt
Other Investments BOY$781,109OtherInvestmentsBOYAmt
Other Investments EOY$765,960OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,008,186OtherInvestmentsEOYFMVAmt
Total Assets BOY$782,251TotalAssetsBOYAmt
Total Assets EOY$767,704TotalAssetsEOYAmt
Total Assets EOYFMV$1,009,930TotalAssetsEOYFMVAmt
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$782,251RetainedEarningBOYAmt
Retained Earning EOY$767,704RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$782,251TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$767,704TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$782,251TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$767,704TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$782,251TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,547ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$767,704SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$767,704TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$11,307GrossSalesPriceAmt
Gain Or Loss$11,307GainOrLossAmt
Gains Minus Excess Or Losses$11,307GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$11,307CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,525AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$951,732NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052037DistributionYr1Rt
Adjusted Qlfy Distri Yr2$37,101AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$696,702NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053252DistributionYr2Rt
Adjusted Qlfy Distri Yr3$37,956AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$679,440NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055864DistributionYr3Rt
Adjusted Qlfy Distri Yr4$37,481AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$672,677NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055719DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,910AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$643,789NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057332DistributionYr5Rt
Total Distribution0.274204TotalDistributionRt
Average Distribution0.054841AverageDistributionRt
Net Vl Noncharitable Assets$970,533NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$53,225AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$370NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$53,595AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$51,506QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$739InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$739SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$739TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$26EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$734AppliedToEsTaxAmt
Total Payments And Credits$760TotalPaymentsAndCreditsAmt
Es Penalty$12EsPenaltyAmt
Overpayment$9OverpaymentAmt
Applied To ES Tax$9AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
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 AddressN/AWebsiteAddressTxt
Individual With BooksSHELDON M YOFFEIndividualWithBooksNm
Phone5025871283PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1712 BRAEVIEW ROADAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40206ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHELDON M YOFFE
712 BRAEVIEW ROADLOUISVILLEKY40206TRUSTEE0.50$0$0$0
ELAINE Y WEINBERG
6727 ELMCROFT CIRCLELOUISVILLEKY40241TRUSTEE0.00$0$0$0
MARLENE Y SCHAFFER
63 HARWOOD ROADLOUISVILLEKY40222TRUSTEE0.00$0$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$970,533AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,262AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,018,795TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,018,795AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,262CashDeemedCharitableAmt
Net Vl Noncharitable Assets$970,533NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,527MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,527MinimumInvestmentReturnAmt
Tax Based On Investment Income$739TaxBasedOnInvestmentIncomeAmt
Total Tax$739TotalTaxAmt
Distributable Before Adj$47,788DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$47,788DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$47,788DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,506ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$51,506QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$51,506AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,788DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,145ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,311ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,506ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,704ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,564ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,230TotalExcessDistributionCyovAmt
Qualifying Distributions$51,506QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$47,788AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,718RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$22,948TotalCorpusAmt
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$5,145ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$17,803ExcessDistriCyovToNextYrAmt
Excess From Year4$4,311ExcessFromYear4Amt
Excess From Year3$4,506ExcessFromYear3Amt
Excess From Year2$2,704ExcessFromYear2Amt
Excess From Year1$2,564ExcessFromYear1Amt
Excess From Current Year$3,718ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
701 WEST MUHAMMAD ALI BLVDLOUISVILLEKY40203NONEPUBLIC CHARITYSUPPORT$1,250
AMERICAN HEART ASSOCIATION
240 WHITTINGTON PARKWAYLOUISVILLEKY40222NONEPUBLIC CHARITYSUPPORT$1,250
CHILDREN'S HOSPITAL FOUNDATION
234 EAST GRAY STREET SUITE 450LOUISVILLEKY40202NONEPUBLIC CHARITYSUPPORT$1,000
CONGREGATION ADATH JESHURUN
2401 WOODBOURNE AVENUELOUISVILLEKY40205NONEPUBLIC CHARITYSUPPORT$500
HADASSAH
50 WEST 58TH STREETNEW YORKNY10019NONEPUBLIC CHARITYSUPPORT$1,500
HOME OF THE INNOCENTS
1100 EAST MARKET STREETLOUISVILLEKY40206NONEPUBLIC CHARITYSUPPORT$5,000
HOSPARUS
3532 EPHRAIM MCDOWELL DRIVELOUISVILLEKY40205NONEPUBLIC CHARITYSUPPORT$1,000
JEWISH COMMUNITY CENTER OF LOUISVILLE
3600 DUTCHMANS LANELOUISVILLEKY40205NONEPUBLIC CHARITYSUPPORT$500
JEWISH FAMILY COUNSELING SERVICES
3587 DUTCHMANS LANELOUISVILLEKY40205NONEPUBLIC CHARITYSUPPORT$4,000
KENESETH ISRAEL CONGREGATION
2531 TAYLORSVILLE ROADLOUISVILLEKY40205NONEPUBLIC CHARITYSUPPORT$15,000
KIDS CENTER FOR PEDIATRIC THERAPIES
982 EASTERN PARKWAYLOUISVILLEKY40217NONEPUBLIC CHARITYSUPPORT$1,000
LOUISVILLE FREE PUBLIC LIBRARY FOUNDTATION INC
301 YORK STREETLOUISVILLEKY40203NONEPUBLIC CHARITYSUPPORT$1,000
LOUISVILLE OLMSTEAD PARKS CONSERVANCY
PO BOX 37280LOUISVILLEKY40233NONEPUBLIC CHARITYSUPPORT$1,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
11700 COMMONWEALTH DRIVELOUISVILLEKY40205NONEPUBLIC CHARITYSUPPORT$2,000
NORTHWESTERN ANNUAL FUND
2020 RIDGE AVENUE 4TH FLOOREVANSTONIL60208NONEPUBLIC CHARITYSUPPORT$5,000
THE BACHMANN-STRAUSS DYSTONIA & PARKINSON FOUNDATION INC
ONE GUSTAVE L LEVY PLACE BOX 1490NEW YORKNY10029NONEPUBLIC CHARITYSUPPORT$1,000
THE KENTUCKY HUMANE SOCIETY
1000 LYNDON LANE SUITE BLOUISVILLEKY40222NONEPUBLIC CHARITYSUPPORT$1,000
THE TEMPLE
5101 US HIGHWAY 42LOUISVILLEKY40241NONEPUBLIC CHARITYSUPPORT$5,000
VOLUNTEERS OF AMERICA
933 GOSS AVENUELOUISVILLEKY40217NONEPUBLIC CHARITYSUPPORT$1,500
WHAS CRUSADE FOR CHILDREN
PO BOX 1100LOUISVILLEKY40202NONEPUBLIC CHARITYSUPPORT$1,500
BAPTIST HEALTH FOUNDATION
4007 KRESGE WAYLOUISVILLEKY40207NONEPUBLIC CHARITYSUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,500TotalGrantOrContriPdDurYrAmt
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$27,148ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,307ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,455ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,455TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$900Amt
Net Investment Income$900NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationTAXPAYER HAS SHOWN THE AVERAGE CASH BALANCE AS A REDUCTION IN THE NET VALUE OF NONCHARITABLE-USE ASSETS. AS A SMALL FOUNDATION, THE TAXPAYER WOULD BE AT A GREAT FINANCIAL DISADVANTAGE TO SELL ONE OF THE INVESTMENTS TO PAY A DISBURSEMENT QUICKLY.ShortExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPNC ADVISORS PORTFOLIO OF SECURITIES, BONDS AND MONEY MARKET FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$765,960BookValueAmt
EOYFMV$1,008,186EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$12RevenueAndExpensesPerBooksAmt
Net Investment Income$6NetInvestmentIncomeAmt
Disbursements Charitable Prps$6DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAX FOR 2013CategoryTxt
Amt$590Amt
Net Investment Income$590NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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