THE SAMUEL LYON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE SAMUEL LYON CHARITABLE FOUNDATION INC (EIN 31-6651291)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-22
- IRS object ID
- 201421429349100412
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-22T15:22:58-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 610713437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWDEN & WOOD PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 W BROADWAY SUITE 505 | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316651291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAMUEL LYON CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 5025871283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 BRAEVIEW ROAD | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40206 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELDON YOFFE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5025871283 | PhoneNum |
| Signature | 2014-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN MOSS CPA | PreparerPersonNm |
| PTIN | P00632361 | PTIN |
| Phone | 5025830262 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $991,384 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,475 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,475 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,598 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,199 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,345 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,345 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,724 | 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 | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,449 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,949 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,225 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,300 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,105 | CashBOYAmt |
| Cash EOY | $1,142 | CashEOYAmt |
| Cash EOYFMV | $1,142 | CashEOYFMVAmt |
| Other Investments BOY | $799,371 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $781,109 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $990,242 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $800,476 | TotalAssetsBOYAmt |
| Total Assets EOY | $782,251 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $991,384 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $800,476 | RetainedEarningBOYAmt |
| Retained Earning EOY | $782,251 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $800,476 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $782,251 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $800,476 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $782,251 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $800,476 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,225 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $782,251 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $782,251 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| ABBIVE INC - CASH IN LIEU | P | 2000-07-02 | 2013-01-07 | $11 | $11 | $11 | |
| WELLS FARGO BOND REDEEMED | P | 2000-07-02 | 2013-10-16 | $50,000 | $601 | $601 | $49,399 |
| CAPITAL GAINS DIVIDENDS | P | $4,587 | $4,587 | $4,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,199 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,101 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $696,702 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053252 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,956 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $679,440 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055864 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,481 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $672,677 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055719 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,910 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $643,789 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057332 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,132 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $728,422 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055094 | DistributionYr5Rt |
| Total Distribution | 0.277261 | TotalDistributionRt |
| Average Distribution | 0.055452 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $951,732 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,775 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $313 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,088 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,525 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $626 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $626 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $626 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $69 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $590 | AppliedToEsTaxAmt |
| Total Payments And Credits | $659 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $26 | OverpaymentAmt |
| Applied To ES Tax | $26 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHELDON M YOFFE | IndividualWithBooksNm |
| Phone | 5025871283 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 BRAEVIEW ROAD | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40206 | ZIPCode |
| 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHELDON M YOFFE | ||||||||
| 712 BRAEVIEW ROAD | LOUISVILLE | KY | 40206 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ELAINE Y WEINBERG | ||||||||
| 6727 ELMCROFT CIRCLE | LOUISVILLE | KY | 40241 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARLENE Y SCHAFFER | ||||||||
| 63 HARWOOD ROAD | LOUISVILLE | KY | 40222 | TRUSTEE | 0.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $919,566 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $966,225 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $966,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,493 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $951,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,587 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,587 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $626 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $626 | TotalTaxAmt |
| Distributable Before Adj | $46,961 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,961 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,961 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,525 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,961 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,181 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,145 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,311 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,506 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,704 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,961 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,564 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,411 | 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 | $4,181 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,230 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,145 | ExcessFromYear4Amt |
| Excess From Year3 | $4,311 | ExcessFromYear3Amt |
| Excess From Year2 | $4,506 | ExcessFromYear2Amt |
| Excess From Year1 | $2,704 | ExcessFromYear1Amt |
| Excess From Current Year | $2,564 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION ADATH JESHURUN | |||||||
| 2401 WOODBOURNE AVENUE | LOUISVILLE | KY | 40205 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| HOME OF THE INNOCENTS | |||||||
| 1100 EAST MARKET STREET | LOUISVILLE | KY | 40206 | NONE | PUBLIC CHARITY | SUPPORT | $5,000 |
| JEWISH COMMUNITY CENTER OF LOUISVILLE | |||||||
| 3600 DUTCHMANS LANE | LOUISVILLE | KY | 40205 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| JEWISH FAMILY COUNSELING SERVICES | |||||||
| 3587 DUTCHMANS LANE | LOUISVILLE | KY | 40205 | NONE | PUBLIC CHARITY | SUPPORT | $4,000 |
| KENESETH ISRAEL CONGREGATION | |||||||
| 2531 TAYLORSVILLE ROAD | LOUISVILLE | KY | 40205 | NONE | PUBLIC CHARITY | SUPPORT | $14,000 |
| KIDS CENTER FOR PEDIATRIC THERAPIES | |||||||
| 982 EASTERN PARKWAY | LOUISVILLE | KY | 40217 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| LOUISVILLE OLMSTEAD PARKS CONSERVANCY | |||||||
| PO BOX 37280 | LOUISVILLE | KY | 40233 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 11700 COMMONWEALTH DRIVE | LOUISVILLE | KY | 40205 | NONE | PUBLIC CHARITY | SUPPORT | $1,500 |
| NORTHWESTERN ANNUAL FUND | |||||||
| 2020 RIDGE AVENUE 4TH FLOOR | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | SUPPORT | $5,000 |
| THE BACHMANN-STRAUSS DYSTONIA & PARKINSON FOUNDATION INC | |||||||
| ONE GUSTAVE L LEVY PLACE BOX 1490 | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| THE KENTUCKY HUMANE SOCIETY | |||||||
| 1000 LYNDON LANE SUITE B | LOUISVILLE | KY | 40222 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| THE TEMPLE | |||||||
| 5101 US HIGHWAY 42 | LOUISVILLE | KY | 40241 | NONE | PUBLIC CHARITY | SUPPORT | $8,500 |
| VOLUNTEERS OF AMERICA | |||||||
| 933 GOSS AVENUE | LOUISVILLE | KY | 40217 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| HOSPARUS | |||||||
| 3532 EPHRAIM MCDOWELL DRIVE | LOUISVILLE | KY | 40205 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| HADASSAH | |||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 240 WHITTINGTON PARKWAY | LOUISVILLE | KY | 40222 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 701 WEST MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40203 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| LOUISVILLE FREE PUBLIC LIBRARY FOUNDTATION INC | |||||||
| 301 YORK STREET | LOUISVILLE | KY | 40203 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 234 EAST GRAY STREET SUITE 450 | LOUISVILLE | KY | 40202 | NONE | PUBLIC CHARITY | SUPPORT | $250 |
| WHAS CRUSADE FOR CHILDREN | |||||||
| PO BOX 1100 | LOUISVILLE | KY | 40202 | NONE | PUBLIC CHARITY | SUPPORT | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,500 | 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 | $2,475 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,705 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,345 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,199 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,724 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,724 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PNC ADVISORS PORTFOLIO OF SECURITIES, BONDS AND MONEY MARKET FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $781,109 | BookValueAmt |
| EOYFMV | $990,242 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $49 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Revenue And Expenses Per Books | $1,345 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,345 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,345 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX FOR 2012 | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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