LIFT A LIFE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LIFT A LIFE FOUNDATION INC (EIN 61-1359337)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201301309349100030
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T10:36:22-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341965417 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNERSTONE FAMILY OFFICE LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MONARCH CENTRE 300 5885 LANDERBROOK | AddressLine1 |
| Address Line2 | DR | AddressLine2 |
| City | MAYFIELD HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44124 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611359337 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFT A LIFE FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O CORNERSTONE FAMILY OFFICE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LIFT | NameControl |
| Phone | 5022903218 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 LANDERBROOK DR NO 300 | AddressLine1 |
| City | MAYFIELD HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44124 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ASHLEY N BUTLER | Name |
| Title | TRUSTEE | Title |
| Phone | 5022903218 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CORNERSTONE FAMILY OFFICE LLC | Name |
| PTIN | P00152568 | PTIN |
| Phone | 4404600460 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 34938198 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 9535542 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 718455 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 718453 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 153583 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5619055 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 153583 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 10407580 | TotalRevenueAndExpenses |
| Total Net Investment Income | 872036 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 69167 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 875 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 17230 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 162165 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 136409 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12933 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 12933 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9043 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 122 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 271413 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 149464 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4239950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4239950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4511363 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 149464 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4239950 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5896217 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 722572 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12260979 | CashBOY |
| Cash EOY | 4916488 | CashEOY |
| Cash EOYFMV | 4916488 | CashEOYFMV |
| Investments Other BOY | 14946312 | InvestmentsOtherBOY |
| Investments Other EOY | 28187020 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 30021710 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 27207291 | TotalAssetsBOY |
| Total Assets EOY | 33103508 | TotalAssetsEOY |
| Total Assets EOYFMV | 34938198 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 27207291 | RetainedEarningsBOY |
| Retained Earnings EOY | 33103508 | RetainedEarningsEOY |
| Total Net Assets BOY | 27207291 | TotalNetAssetsBOY |
| Total Net Assets EOY | 33103508 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 27207291 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 33103508 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 27207291 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5896217 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 33103508 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 33103508 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| MELLON | 4168694 | 4011269 | 157425 | 157425 | |
| MELLON | 1450239 | 1454203 | -3964 | -3964 | |
| CAPITAL GAINS DIVIDENDS | 122 | 122 | 122 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 153583 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4181191 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 18344738 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.227923 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1888945 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 13178560 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.143335 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1866505 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7328194 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.254702 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1216000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4685590 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.259519 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1107374 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3042755 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.363938 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.249417 | TotalDistributionRatio |
| Average Distribution Ratio | 0.249883 | AverageDistributionRatio |
| Net Noncharitable Assets | 28194885 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 7045422 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7226 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 7052648 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4239950 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 14451 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 14451 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 14451 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7600 | TotalCreditsAndPayments |
| Tax Due | 6851 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | KY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.LIFTALIFEFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | ASHLEY NOVAK BUTLER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5022903218 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 N HUBBARDS LANE STE B26 242 | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DAVID C NOVAK | ||||||||
| 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | DIRECTOR & PRESIDENT | 0.00 | 0 | 0 | 0 |
| WENDY L NOVAK | ||||||||
| 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | DIRECTOR,VP,SECRET,TREAS | 0.00 | 0 | 0 | 0 |
| SUSAN B NOVAK | ||||||||
| 7601 EAST INDIAN RD UNIT 1026 | SCOTTSDALE | AZ | 85250 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ASHLEY NOVAK BUTLER | ||||||||
| 3920 BROOKFIELD AVE | LOUISVILLE | KY | 40207 | DIRECTOR | 24.00 | 69167 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 23427078 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5197171 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 28624249 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 28624249 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 429364 | CashDeemedCharitable |
| Net Noncharitable Assets | 28194885 | NetNoncharitableAssets |
| Minimum Investment Return | 1409744 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1409744 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14451 | TaxBasedOnInvestmentIncome |
| Total Tax | 14451 | TotalTax |
| Distributable Amount Before Adj | 1395293 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1395293 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1395293 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4239950 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4239950 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4239950 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1395293 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 958288 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 983041 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1501095 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1232095 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3271537 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 7946056 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4239950 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1395293 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2844657 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 10790713 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 958288 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 9832425 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 983041 | ExcessFromYear4 |
| Excess From Year3 | 1501095 | ExcessFromYear3 |
| Excess From Year2 | 1232095 | ExcessFromYear2 |
| Excess From Year1 | 3271537 | ExcessFromYear1 |
| Excess From Current Year | 2844657 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID C NOVAK | ContributingManager |
| Contributing Manager | WENDY L NOVAK | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BOB RUSSELL MINISTRIES | ||||||
| PO BOX 43933 | LOUISVILLE | KY | 40253 | PUBLIC | GENERAL | $500,000 |
| CENTER POINT CHURCH | ||||||
| 152 N LOCUST HILL DR | LEXINGTON | KY | 40509 | PUBLIC | GENERAL | $200,000 |
| ACTORS THEATRE OF LOUISVILLE | ||||||
| 316 WEST MAIN STREET | LOUISVILLE | KY | 40202 | PUBLIC | GENERAL | $5,000 |
| FAMILY SCHOLAR HOUSE | ||||||
| 403 REG SMITH CIRCLE | LOUISVILLE | KY | 40202 | PUBLIC | GENERAL | $50,000 |
| DARE TO CARE FOOD BANK | ||||||
| 5803 FERN VALLEY ROAD | LOUISVILLE | KY | 40228 | PUBLIC | GENERAL | $250,000 |
| FOLDS OF HONOR FOUNDATION | ||||||
| 5800 N PATRIOT DRIVE | OWASSO | OK | 74055 | PUBLIC | GENERAL | $500,000 |
| MS SOCIETY | ||||||
| 1201 STORY AVENUE | LOUISVILLE | KY | 40206 | PUBLIC | GENERALGENERAL | $10,000 |
| JDRF | ||||||
| 1450 CENTREPARK BLVD 210 | WEST PALM BEACH | FL | 33401 | PUBLIC | GENERAL | $10,000 |
| JDRF | ||||||
| 1450 CENTREPARK BLVD 210 | WEST PALM BEACH | FL | 33401 | PUBLIC | GENERAL | $138,000 |
| LOST TREE CHAPEL | ||||||
| 11149 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | PUBLIC | GENERAL | $5,000 |
| PEACE EDUCATION PROGRAM INC | ||||||
| 318 W KENTUCKY STREET | LOUISVILLE | KY | 40203 | PUBLIC | GENERAL | $46,950 |
| MARYHURST | ||||||
| 1015 DORSEY LANE | LOUISVILLE | KY | 40223 | PUBLIC | GENERAL | $100,000 |
| METRO UNITED WAY | ||||||
| PO BOX 4488 | LOUISVILLE | KY | 40204 | PUBLIC | GENERAL | $130,000 |
| NEIGHBORHOOD HOUSE | ||||||
| 201 NORTH 25TH ST | LOUISVILLE | KY | 40212 | PUBLIC | GENERAL | $75,000 |
| NEW MOMS INC | ||||||
| 2825 WEST MCLEAN AVE | CHICAGO | IL | 60647 | PUBLIC | GENERAL | $100,000 |
| THE CABBAGE PATCH | ||||||
| 1413 S 6TH STREET | LOUISVILLE | KY | 40208 | PUBLIC | GENERAL | $75,000 |
| STAGE ONE FAMILY THEATRE | ||||||
| 323 W BROADWAY STE 600 | LOUISVILLE | KY | 40202 | PUBLIC | GENERAL | $25,000 |
| WORLD FOOD PROGRAM USA | ||||||
| 1819 L STREET NW 900 | WASHINGTON | DC | 20036 | PUBLIC | GENERAL | $500,000 |
| WORLD FOOD PROGRAM USA | ||||||
| 1819 L STREET NW 900 | WASHINGTON | DC | 20036 | PUBLIC | GENERAL | $380,000 |
| YMCA SAFE PLACE SERVICES | ||||||
| 2400 CRITTENDEN DRIVE | LOUISVILLE | KY | 40217 | PUBLIC | GENERAL | $100,000 |
| ROOSEVELT HIGH SCHOOL | ||||||
| PO BOX 9124 | RIVIERA BEACH | FL | 33419 | PUBLIC | GENERAL | $10,000 |
| USA TODAY CHARITABLE FOUNDATION | ||||||
| 7950 JONES BRANCH DRIVE | MCLEAN | VA | 22108 | PUBLIC | GENERAL | $500,000 |
| USA TODAY CHARITABLE FOUNDATION | ||||||
| 7950 JONES BRANCH DRIVE | MCLEAN | VA | 22108 | PUBLIC | GENERAL | $250,000 |
| VOLUNTEERS OF AMERICA | ||||||
| 933 GOSS AVENUE | LOUISVILLE | KY | 40217 | PUBLIC | GENERAL | $100,000 |
| PARK-REEVES SYRINGOMYELIA RESEARCH | ||||||
| ONE BROOKINGS DRIVE | ST LOUIS | MO | 63130 | GENERAL | $5,000 | |
| THE PARKLANDS OF FLOYDS FORK | ||||||
| 471 WEST MAIN STREET STE 202 | LOUISVILLE | KY | 40202 | PUBLIC | GENERAL | $125,000 |
| AMERICAN RED CROSS | ||||||
| PO BOX 4002018 | DES MOINES | IA | 50340 | PUBLIC | GENERAL | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4239950 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $718,455 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $153,583 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $872,038 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 872038 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (12 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | DAVID C WENDY L NOVAK | 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | 3100000 | X | |
| 2 | DAVID C WENDY L NOVAK | 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | 741518 | X | |
| 3 | DAVID C WENDY L NOVAK | 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | 609376 | X | |
| 4 | DAVID C WENDY L NOVAK | 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | 524750 | X | |
| 5 | DAVID C WENDY L NOVAK | 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | 564859 | X | |
| 6 | DAVID C WENDY L NOVAK | 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | 562596 | X | |
| 7 | DAVID C WENDY L NOVAK | 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | 763976 | X | |
| 8 | DAVID C WENDY L NOVAK | 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | 503762 | X | |
| 9 | DAVID C WENDY L NOVAK | 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | 295532 | X | |
| 10 | DAVID C WENDY L NOVAK | 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | 344087 | X | |
| 11 | DAVID C WENDY L NOVAK | 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | 987486 | X | |
| 12 | DAVID C WENDY L NOVAK | 13006 OSAGE ROAD N | ANCHORAGE | KY | 40223 | 537600 | X |
Noncash Property NoncashProperty (11 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 20,310 SHARES VIRGIN MEDIA | 741518 | 2012-12-20 |
| 3 | 12,080 SHARES WALT DISNEY CO | 609376 | 2012-12-20 |
| 4 | 13,710 SHARES DISCOVER FINANCIAL SERVICES | 524570 | 2012-12-20 |
| 5 | 11,790 SHARES TIME WARNER | 564859 | 2012-12-20 |
| 6 | 22,180 SHARES NEWS CORPORATION | 562596 | 2012-12-20 |
| 7 | 72,725 SHARES SOUTHWEST AIRLINES | 763976 | 2012-12-20 |
| 8 | 5,490 SHARES MONSANTO CO | 503762 | 2012-12-20 |
| 9 | 410 SHARES GOOGLE | 295532 | 2012-12-20 |
| 10 | 5,730 SHARES NESTLE | 344087 | 2012-12-27 |
| 11 | 13,330 SHARES CERNER CORP | 987486 | 2012-04-19 |
| 12 | 7,000 SHARES MONSANTO | 537600 | 2012-04-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $17,230 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITIES & FIXED INCOME | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 28187020 | BookValue |
| EOYFMV | 30021710 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $875 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 122 | 122 | 0 |
| MISCELLANEOUS | 1090 | 0 | 0 |
| OFFICE SUPPLIES | 1599 | 0 | 0 |
| PAYROLL EXPENSES | 6232 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MANAGEMENT FEES TO ADVISER | $136,409 | 136409 | 0 |
| OTHER PROFESSIONAL FEES | $25,756 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES PAID | $12,783 | 12783 | 0 |
| ANNUAL FILING FEE | $150 | 150 | 0 |
Comments