LOWMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LOWMAN FAMILY FOUNDATION INC (EIN 20-2006281)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-08
IRS object ID
201401289349101500
Schema version
2013v3.0
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)
Return2014-05-08T14:54:49-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611223180PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRIFFITH DELANEY HILLMAN & COBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1360AddressLine1
CityASHLANDCity
StateKYState
ZIP Code411051360ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202006281EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOWMAN FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLOWMBusinessNameControlTxt
Phone6063290797PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1699AddressLine1
CityASHLANDCity
StateKYState
ZIP Code411051699ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonE B LOWMAN IIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6063290797PhoneNum
Signature2014-04-30SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ MICHAEL DELANEYPreparerPersonNm
PTINP00179132PTIN
Phone6063291656PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,631,543FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$116,808ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$112,757DividendsRevAndExpnssAmt
Dividends Net Invst Incm$112,757DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,443NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,504GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,443CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$235,008TotalRevAndExpnssAmt
Total Net Invst Incm$118,200TotalNetInvstIncmAmt
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$2,955AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,508TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,463TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$70,963TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$164,045ExcessRevenueOverExpensesAmt
Net Investment Income$118,200NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$348,605SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$341,905SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$341,905SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,452,454CorporateStockBOYAmt
Corporate Stock EOY$1,623,479CorporateStockEOYAmt
Corporate Stock EOYFMV$2,274,988CorporateStockEOYFMVAmt
Other Investments BOY$41,360OtherInvestmentsBOYAmt
Other Investments EOY$41,360OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,570OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,360OtherAssetsBOYAmt
Other Assets EOY$2,080OtherAssetsEOYAmt
Other Assets EOYFMV$2,080OtherAssetsEOYFMVAmt
Total Assets BOY$1,844,779TotalAssetsBOYAmt
Total Assets EOY$2,008,824TotalAssetsEOYAmt
Total Assets EOYFMV$2,631,543TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,844,779UnrestrictedBOYAmt
Unrestricted EOY$2,008,824UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,844,779TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,008,824TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,844,779TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,008,824TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,844,779TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$164,045ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,008,824SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,008,824TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MONDELEZ INTERNATIONALP2008-12-312013-04-25$2,782$1,544$1,238$1,238
MONDELEZ INTERNATIONALP2008-12-312013-04-25$9,780$5,427$4,353$4,353
SAN JUAN BASIN TRUSTP2009-02-262013-04-25$1,942$2,090-$148-$148
FieldValueIRS element (for citing)
Capital Gain Net Income$5,443CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,974,720NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.022788DistributionYr1Rt
Adjusted Qlfy Distri Yr2$45,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,740,468NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.025855DistributionYr2Rt
Adjusted Qlfy Distri Yr3$30,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,556,080NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.019279DistributionYr3Rt
Adjusted Qlfy Distri Yr4$58,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,182,224NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049060DistributionYr4Rt
Adjusted Qlfy Distri Yr5$60,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,058,798NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056668DistributionYr5Rt
Total Distribution0.173650TotalDistributionRt
Average Distribution0.034730AverageDistributionRt
Net Vl Noncharitable Assets$2,402,237NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$83,430AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,182NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$84,612AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$65,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,364InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,364SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,364TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,080EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,080TotalPaymentsAndCreditsAmt
Tax Due$284TaxDueAmt

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 BooksCOMPANY OFFICERSIndividualWithBooksNm
Phone6063290797PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1699AddressLine1
CityASHLANDCity
StateKYState
ZIP Code411051699ZIPCode
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 (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
E B LOWMAN II
P O BOX 1699ASHLANDKY41105PRESIDENT1.00$0$0$0
JO ANNE LOWMAN
P O BOX 1699ASHLANDKY41105SECRETARY/TREASURER0.00$0$0$0
SARAH LOWMAN
P O BOX 1699ASHLANDKY41105VICE PRESIDENT0.00$0$0$0
E B LOWMAN III
P O BOX 1699ASHLANDKY41105VICE PRESIDENT0.00$0$0$0
KIM LOWMAN
P O BOX 1699ASHLANDKY41105VICE PRESIDENT0.00$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$2,088,236AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$350,583AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,438,819TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,438,819AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,582CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,402,237NetVlNoncharitableAssetsAmt
Minimum Investment Return$120,112MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$120,112MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,364TaxBasedOnInvestmentIncomeAmt
Total Tax$2,364TotalTaxAmt
Distributable Before Adj$117,748DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$117,748DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$117,748DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$65,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$65,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$117,748DistributableAsAdjustedAmt
Undistributed Income PY$65,500UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$65,500QualifyingDistributionsAmt
Applied To Year1$65,500AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$117,748UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerE B LOWMAN IIContributingManagerNm
Contributing ManagerJO ANNE LOWMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASHLAND COMMUNITY KITCHEN
2516 CARTER AVEASHLANDKY41101COMMUNITY FEED THE HUNGRY PROGRAM$5,000
CARES
2516 CARTER AVEASHLANDKY41101SERVICES FOR NEEDY$5,000
CHRISTMOUNT CHRISTIAN ASSEMBLY
222 FERN WAYBLACK MOUNTAINNC28711MINISTRIES OPERATION$1,000
KENTUCKY APPALACHIAN MINISTRIES
206 CHESTNUT STBEREKY40403GENERAL PROGRAM NEEDS$5,000
LEXINGTON THEOLOGICAL SEMINARY
631 SOUTH LIMESTONELEXINGTONKY40508GENERAL SEMINARY PROGRAM$20,000
SAFE HARBOR
P O BOX 2163ASHLANDKY41105PROGRAM NEEDS FOR ABUSED WOMEN AND CHILDREN$5,000
SHELTER OF HOPE
2944 WINCHESTER AVEASHLANDKY41101PROGRAM NEEDS FOR HOMELESS$5,000
ST JUDE CHILDRENS RESEARCH
262 DANNY THOMAS PLACEMEMPHISTN38105GENERAL OPERATION$1,000
ASHLAND AREA YMCA
13TH STASHLANDKY41101GENERAL OPERATION$1,000
AMY FOR AFRICA UNITY BAPTIST CHURCH
2320 29TH STASHLANDKY41101PROGRAM NEEDS FOR CHILDREN IN AFRICA$5,000
CASA
2800 LOUISA STCATLETTSBURGKY41129GENERAL PROGRAM OPERATION$5,000
4 PAWS FOR AGILITY
253 DAYTON AVEXENIAOH45385GENERAL PROGRAM OPERATION$1,000
ASHLAND ANIMAL RESCUE FUND
WINCHESTER AVEASHLANDKY41101GENERAL PROGRAM OPERATION$500
FIRST CHRISTIAN CHURCH
1930 WINCHESTER AVEASHLANDKY41101GENERAL PROGRAM OPERATION$4,000
CENTER FOR APPALACHIAN PHILANTHROPY'S PROMOISING FUTURES
P O BOX 643PORTSMOUTHOH45662GENERAL PROGRAM OPERATION$1,000
SALVATION ARMY
2212 CARTER AVEASHLANDKY41101GENERAL PROGRAM OPERATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,500TotalGrantOrContriPdDurYrAmt
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$112,757ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,443ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$118,200ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118,200TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEB JOANNE LOWMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13500 LOWMAN DRAddressLine1
CityASHLANDCity
StateKYState
ZIP Code41102ZIPCode
FieldValueIRS element (for citing)
Total Contributions$116,808TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMARKETABLE SECURITIESNoncashPropertyDesc
Fair Market Value$116,808FairMarketValueAmt
Received2013-12-17ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$2,955Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$1,623,479EOYBookValueAmt
EOYFMV$2,274,988EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$41,360BookValueAmt
EOYFMV$12,570EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEXCISE TAX ESTIMATE PAYMENTDesc
BOY Book Value$2,360BOYBookValueAmt
EOY Book Value$2,080EOYBookValueAmt
EOYFMV$2,080EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$1,767$0$0
FOREIGN TAX$741$0$0

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