TELFORD FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
TELFORD FOUNDATION INC (EIN 59-6194413)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-13
IRS object ID
201423179349302082
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)
Return2014-11-13T10:08:44-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14099 TAMIAMI TRAIL N STE 300AddressLine1
CityNAPLESCity
StateFLState
ZIP Code34103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN596194413EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TELFORD FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlTELFBusinessNameControlTxt
Phone2396244000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 7TH ST NORTHAddressLine1
CityNAPLESCity
StateFLState
ZIP Code34102ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLEN WEISS MDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2396244000PhoneNum
Signature2014-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTIN REDOVAN CPAPreparerPersonNm
PTINP01281045PTIN
Phone2392628686PhoneNum
Preparation2014-11-06PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALLEN WEISS MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 7TH ST NORTHAddressLine1
CityNAPLESCity
StateFLState
ZIP Code34102ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$8,770,838GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1966FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionGIFTS TO PRESELECTED CHARITIESActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,791,703PYInvestmentIncomeAmt
CY Investment Income$2,199,198CYInvestmentIncomeAmt
PY Other Revenue$20,617PYOtherRevenueAmt
CY Other Revenue$1,566CYOtherRevenueAmt
PY Total Revenue$1,812,320PYTotalRevenueAmt
CY Total Revenue$2,200,764CYTotalRevenueAmt
PY Grants And Similar Paid$1,472,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,472,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$170,713PYOtherExpensesAmt
CY Other Expenses$177,125CYOtherExpensesAmt
PY Total Expenses$1,643,213PYTotalExpensesAmt
CY Total Expenses$1,649,625CYTotalExpensesAmt
PY Revenues Less Expenses$169,107PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$551,139CYRevenuesLessExpensesAmt
Total Assets BOY$44,823,522TotalAssetsBOYAmt
Total Assets EOY$49,794,286TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$44,823,522NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$49,794,286NetAssetsOrFundBalancesEOYAmt
MissionTO OPERATE EXCLUSIVELY FOR THE BENEFIT OF CERTAIN DESIGNATED ORGANIZATIONS, ALL OF WHICH ARE PUBLICLY SUPPORTED ORGANIZATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,472,500ExpenseAmt
Grant$1,472,500GrantAmt
DescGRANTS TO DESIGNATED SUPPORTED ORGANIZATIONS. SEE SCHEDULE I.Desc
Total Program Service Expenses$1,472,500TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLEN WEISS MD PRESIDENTBusinessNameLine1
FieldValueIRS element (for citing)
Phone2396244000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 7TH ST NORTHAddressLine1
CityNAPLESCity
StateFLState
ZIP Code34102ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ALLEN WEISS MD
PRESIDENT2.002.00Yes (X)Yes (X)$0$801,974$26,886
KEVIN D COOPER ESQ
SECRETARY/TREASURER2.002.00Yes (X)Yes (X)$0$467,082$34,195
JEAN C LOGUE
VICE PRESIDENT/DIRECTOR2.00Yes (X)Yes (X)$0$0$0
WILLIAM LICKERT
DIRECTOR1.00Yes (X)$0$0$0
F JOSEPH MCMACKIN III
DIRECTOR2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,269,056TotReportableCompRltdOrgAmt
Total Other Compensation$61,081TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,505,889TotalRevenueColumnAmt
Exclusion$1,505,889ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,263,383SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,570,074SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$693,309SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$693,309TotalRevenueColumnAmt
Exclusion$693,309ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescPROCEEDS FROM SECURITY SETTLEMENTDesc
Business900099BusinessCd
Total Revenue Column$1,566TotalRevenueColumnAmt
Exclusion$1,566ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,566OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,200,764TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,200,764ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,472,500TotalAmt
Program Services$1,472,500ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$22,500TotalAmt
Management And General$22,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$145,925TotalAmt
Management And General$145,925ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total-$1,233TotalAmt
Management And General-$1,233ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,933TotalAmt
Management And General$9,933ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,649,625TotalAmt
Program Services$1,472,500ProgramServicesAmt
Management And General$177,125ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$751,018BOYAmt
EOY$1,426,510EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$44,072,504BOYAmt
EOY$48,367,776EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$44,823,522BOYAmt
EOY$49,794,286EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$44,823,522BOYAmt
EOY$49,794,286EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,823,522BOYAmt
EOY$49,794,286EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,823,522BOYAmt
EOY$49,794,286EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$551,139ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,419,625NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp (12 entries)

EINEINOrganization TypeOrganizationTypeDescGoverning Document ListedGoverningDocumentListedIndSupported Org NotifiedSupportedOrgNotifiedIndUS OrganizedUSOrganizedIndSupportSupportAmt
NCH HEALTH CARE SYSTEM
592314655501(C)(3)Yes (1)Yes (1)Yes (1)$368,125
THE FIRST PRESBYTERIAN CHURCH OF RICHMOND
616002944501(C)(3)Yes (1)Yes (1)Yes (1)$147,250
PATTIE A CLAY HOSPITAL
610461940501(C)(3)Yes (1)Yes (1)Yes (1)$147,250
THE UNIVERSITY OF KENTUCKY MEDICAL CENTER FOR OVARIAN CANCER RESEARCH
616001218501(C)(3)Yes (1)Yes (1)Yes (1)$147,250
WASHINGTON AND LEE UNIVERSITY
540505977501(C)(3)Yes (1)Yes (1)Yes (1)$147,250
DAVID LAWRENCE FOUNDATION FOR MENTAL HEALTH INC
592206025501(C)(3)Yes (1)Yes (1)Yes (1)$73,625
GREENBRIER HISTORICAL SOCIETY
237015222501(C)(3)Yes (1)Yes (1)Yes (1)$73,625
INTER-VARSITY CHRISTIAN FELLOWSHIP
362171714501(C)(3)Yes (1)Yes (1)Yes (1)$73,625
HAZARD COMMUNITY COLLEGE
611320380501(C)(3)Yes (1)Yes (1)Yes (1)$73,625
TELFORD COMMUNITY CENTER YMCA INC
616000619501(C)(3)Yes (1)Yes (1)Yes (1)$73,625
WORLD VISION INTERNATIONAL
953202116501(C)(3)Yes (1)Yes (1)Yes (1)$73,625
YOUTH HAVEN OF NAPLES INC
237065187501(C)(3)Yes (1)Yes (1)Yes (1)$73,625
FieldValueIRS element (for citing)
Supported Organizations Total12SupportedOrganizationsTotalCnt
Support Sum$1,472,500SupportSumAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,505,889TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,505,889RevenueSubtotalAmt
Other Revenues Not Included$694,875OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$694,875RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,200,764TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,649,625TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,649,625ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,649,625TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE INTERNAL REVENUE SERVICE HAS DETERMINED THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE OTHER THAN A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THESE FINANCIAL STATEMENTS. THE FOUNDATION IS IN COMPLIANCE WITH THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A FOUNDATION'S FINANCIAL STATEMENTS. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION'S TAX RETURNS FROM THE TAX YEARS ENDED DECEMBER 31, 2011 THROUGH DECEMBER 31, 2013 ARE OPEN TO EXAMINATION BY THE IRS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REALIZED GAINS REPORTED ON FORM 990, PART VIII, LINE 7D 693,309. PROCEEDS OF SECURITY SETTLEMENT REPORTED ON FORM 990, PART VIII, LINE 11A 1,566.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (12 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
NCH HEALTH CARE SYSTEM
350 7TH STREET NORTHNAPLESFL34102592314655501(C)(3)$368,125TO BENEFIT CHARITABLE ORGANIZATION'S EXEMPT PURPOSE
THE FIRST PRESBYTERIAN CHURCH OF RICHMOND
PO BOX 165RICHMONDKY40476616002944501(C)(3)$147,250TO BENEFIT CHARITABLE ORGANIZATION'S EXEMPT PURPOSE
PATTIE A CLAY HOSPITAL
PO BOX 1600RICHMONDKY40475610461940501(C)(3)$147,250TO BENEFIT CHARITABLE ORGANIZATION'S EXEMPT PURPOSE
THE UNIVERSITY OF KENTUCKY MEDICAL CENTER FOR OVARIAN CANCER RESEARCH
800 ROSE STREETLEXINGTONKY40536616001218501(C)(3)$147,250TO BENEFIT CHARITABLE ORGANIZATION'S EXEMPT PURPOSE
WASHINGTON AND LEE UNIVERSITY
204 W WASHINGTON STLEXINGTONVA24450540505977501(C)(3)$147,250TO BENEFIT CHARITABLE ORGANIZATION'S EXEMPT PURPOSE
DAVID LAWRENCE FOUNDATION FOR MENTAL HEALTH INC
6075 BARTLEY LANENAPLESFL34116592206025501(C)(3)$73,625TO BENEFIT CHARITABLE ORGANIZATION'S EXEMPT PURPOSE
GREENBRIER HISTORICAL SOCIETY
301 WEST WASHINGTON STREETLEWISBURGWV24901237015222501(C)(3)$73,625TO BENEFIT CHARITABLE ORGANIZATION'S EXEMPT PURPOSE
INTER-VARSITY CHRISTIAN FELLOWSHIP
3121 OVERTON DRIVEBIRMINGHAMAL35209362171714501(C)(3)$73,625TO BENEFIT CHARITABLE ORGANIZATION'S EXEMPT PURPOSE
HAZARD COMMUNITY COLLEGE
ONE COMMUNITY COLLEGE DRIVEHAZARDKY41701611320380501(C)(3)$73,625TO BENEFIT CHARITABLE ORGANIZATION'S EXEMPT PURPOSE
TELFORD COMMUNITY CENTER YMCA INC
1100 EAST MAIN STREETRICHMONDKY40475616000619501(C)(3)$73,625TO BENEFIT CHARITABLE ORGANIZATION'S EXEMPT PURPOSE
WORLD VISION INTERNATIONAL
34834 WEYERHAEUSER WAY SOUTHFEDERAL WAYWA98063953202116501(C)(3)$73,625TO BENEFIT CHARITABLE ORGANIZATION'S EXEMPT PURPOSE
YOUTH HAVEN OF NAPLES INC
5867 WHITAKER ROADNAPLESFL34112237065187501(C)(3)$73,625TO BENEFIT CHARITABLE ORGANIZATION'S EXEMPT PURPOSE
FieldValueIRS element (for citing)
Total501c3 Org12Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION MONITORS THE RECIPIENTS OF ITS FUNDS ON A REGULAR BASIS. THE FOUNDATION REVIEWS ALL RELEVANT FINANCIAL INFORMATION FOR EACH OF ITS GRANTEES. ALSO, THE FOUNDATION REGULARLY MEETS WITH THE MANAGEMENT OF EACH RECIPIENT ORGANIZATION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ALLEN WEISS MD
PRESIDENT$0$668,806$0$115,668$0$17,500$0$10,200$0$16,686$0$828,860$0$0
KEVIN D COOPER ESQ
SECRETARY/TREASURER$0$382,756$0$66,826$0$17,500$0$10,182$0$24,013$0$501,277$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND INPUT BEFORE THE RETURN IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CONGOING TRANSACTIONS ARE MONITORED AND RESEARCHED BY THE BOARD OF DIRECTORS. ALL PARTICIPANTS ARE COVERED BY THE POLICY.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
FORM 990, PART XI, LINE 1:THE FINANCIAL STATEMENTS OF THE FOUNDATION HAVE BEEN PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. UNDER THIS METHOD, ACCOUNTING RECOGNITION IS NOT GIVEN TO ACCRUED INTEREST AND DISTRIBUTIONS PAYABLE. THESE AMOUNTS WOULD HAVE BEEN INCLUDED IN THE STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS IF PREPARED IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
NCH HEALTH CARE SYSTEM
350 7TH STREET NORTHNAPLESFL34102592314655CHARITABLE ORGANIZATIONFL501(C)(3)LINE 7N/A0
THE FIRST PRESBYTERIAN CHURCH OF RICHMOND
PO BOX 165RICHMONDKY40475616002944CHARITABLE ORGANIZATIONKY501(C)(3)LINE 7N/A0
PATTIE A CLAY HOSPITAL
PO BOX 1600RICHMONDKY40475610461940CHARITABLE ORGANIZATIONKY501(C)(3)LINE 7N/A0
THE UNIVERSITY OF KENTUCKY MEDICAL CENTER FOR OVARIAN CANCER RESEARCH
800 ROSE STREETLEXINGTONKY40536616001218CHARITABLE ORGANIZATIONKY501(C)(3)LINE 7N/A0
WASHINGTON AND LEE UNIVERSITY
204 W WASHINGTON STLEXINGTONVA24450540505977CHARITABLE ORGANIZATIONVA501(C)(3)LINE 7N/A0
DAVID LAWRENCE FOUNDATION FOR MENTAL HEALTH INC
6075 BARTLEY LANENAPLESFL34116592206025CHARITABLE ORGANIZATIONFL501(C)(3)LINE 7N/A0
GREENBRIER HISTORICAL SOCIETY
301 WEST WASHINGTON STREETLEWISBURGWV24901237015222CHARITABLE ORGANIZATIONWV501(C)(3)LINE 7N/A0
INTER-VARSITY CHRISTIAN FELLOWSHIP
3121 OVERTON DRIVEBIRMINGHAMAL35209362171714CHARITABLE ORGANIZATIONAL501(C)(3)LINE 7N/A0
HAZARD COMMUNITY COLLEGE
ONE COMMUNITY COLLEGE DRIVEHAZARDKY41701611320380CHARITABLE ORGANIZATIONKY501(C)(3)LINE 7N/A0
TELFORD COMMUNITY CENTER YMCA INC
1100 EAST MAIN STREETRICHMONDKY23219616000619CHARITABLE ORGANIZATIONKY501(C)(3)LINE 7N/A0
WORLD VISION INTERNATIONAL
800 WEST CHESTNUT AVENUEMONROVIACA91016953202116CHARITABLE ORGANIZATIONCA501(C)(3)LINE 7N/A0
YOUTH HAVEN OF NAPLES INC
5867 WHITAKER ROADNAPLESFL34112237065187CHARITABLE ORGANIZATIONFL501(C)(3)LINE 7N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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