LOWMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOWMAN FAMILY FOUNDATION INC (EIN 20-2006281)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-02-26
- IRS object ID
- 201330579349100408
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-26T13:24:34-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611223180 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIFFITH DELANEY HILLMAN & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1360 | AddressLine1 |
| City | ASHLAND | City |
| State | KY | State |
| ZIP Code | 411051360 | 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 | 202006281 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWMAN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOWM | NameControl |
| Phone | 6063290797 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1699 | AddressLine1 |
| City | ASHLAND | City |
| State | KY | State |
| ZIP Code | 411051699 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | E B LOWMAN II | Name |
| Title | PRESIDENT | Title |
| Phone | 6063290797 | Phone |
| Date Signed | 2013-02-26 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J MICHAEL DELANEY | Name |
| PTIN | P00179132 | PTIN |
| Phone | 6063291656 | 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 | 2129642 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 114123 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 86139 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 86139 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 16204 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 34794 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16204 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 216466 | TotalRevenueAndExpenses |
| Total Net Investment Income | 102343 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2927 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2328 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5255 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 45000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 45000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 50255 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 45000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 166211 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 102343 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 324407 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 348605 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 348605 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1311441 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1452454 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1766587 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 41360 | InvestmentsOtherBOY |
| Investments Other EOY | 41360 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 12090 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 1360 | OtherAssetsBOY |
| Other Assets EOY | 2360 | OtherAssetsEOY |
| Other Assets EOYFMV | 2360 | OtherAssetsEOYFMV |
| Total Assets BOY | 1678568 | TotalAssetsBOY |
| Total Assets EOY | 1844779 | TotalAssetsEOY |
| Total Assets EOYFMV | 2129642 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1678568 | UnrestrictedBOY |
| Unrestricted EOY | 1844779 | UnrestrictedEOY |
| Total Net Assets BOY | 1678568 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1844779 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1678568 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1844779 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1678568 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 166211 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1844779 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1844779 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| LINN ENERGY | P | 2009-05-21 | 2012-02-10 | 21091 | 10346 | 10745 | 10745 |
| BP PRUDHOE BAY | P | 2009-02-26 | 2012-08-31 | 10331 | 6819 | 3512 | 3512 |
| PHILLIPS 66 | P | 2009-02-26 | 2012-08-31 | 3357 | 1416 | 1941 | 1941 |
| KRAFT FOODS GROUP | P | 2008-12-31 | 2012-10-12 | 15 | 9 | 6 | 6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16204 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 45000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1740468 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.025855 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 30000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1556080 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.019279 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 58000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1182224 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049060 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 60000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1058798 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.056668 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 45000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1158632 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.038839 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.189701 | TotalDistributionRatio |
| Average Distribution Ratio | 0.037940 | AverageDistributionRatio |
| Net Noncharitable Assets | 1974720 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 74921 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1023 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 75944 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 45000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2047 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2047 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2047 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2360 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2360 | TotalCreditsAndPayments |
| Overpayment | 313 | Overpayment |
| Amount Credited To Next Year | 313 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | COMPANY OFFICERS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6063290797 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1699 | AddressLine1 |
| City | ASHLAND | City |
| State | KY | State |
| ZIP Code | 411051699 | 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 | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| E B LOWMAN II | ||||||||
| P O BOX 1699 | ASHLAND | KY | 41105 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| JO ANNE LOWMAN | ||||||||
| P O BOX 1699 | ASHLAND | KY | 41105 | SECRETARY/TREASURER | 0.00 | 0 | 0 | 0 |
| SARAH LOWMAN | ||||||||
| P O BOX 1699 | ASHLAND | KY | 41105 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| E B LOWMAN III | ||||||||
| P O BOX 1699 | ASHLAND | KY | 41105 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| KIM LOWMAN | ||||||||
| P O BOX 1699 | ASHLAND | KY | 41105 | VICE PRESIDENT | 0.00 | 0 | 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 | 1651745 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 353047 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2004792 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2004792 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 30072 | CashDeemedCharitable |
| Net Noncharitable Assets | 1974720 | NetNoncharitableAssets |
| Minimum Investment Return | 98736 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 98736 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2047 | TaxBasedOnInvestmentIncome |
| Total Tax | 2047 | TotalTax |
| Distributable Amount Before Adj | 96689 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 96689 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 96689 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 45000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 45000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 45000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 96689 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 13811 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 45000 | QualifyingDistributions |
| Applied To Year1 | 13811 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 31189 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 65500 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E B LOWMAN II | ContributingManager |
| Contributing Manager | JO ANNE LOWMAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| ASHLAND COMMUNITY KITCHEN | |||||
| 2516 CARTER AVE | ASHLAND | KY | 41101 | COMMUNITY FEED THE HUNGRY PROGRAM | $3,000 |
| CARES | |||||
| 2516 CARTER AVE | ASHLAND | KY | 41101 | SERVICES FOR NEEDY | $5,000 |
| CHRISTMOUNT CHRISTIAN ASSEMBLY | |||||
| 222 FERN WAY | BLACK MOUNTAIN | NC | 28711 | MINISTRIES OPERATION | $1,000 |
| KENTUCKY APPALACHIAN MINISTRIES | |||||
| 206 CHESTNUT ST | BERE | KY | 40403 | GENERAL PROGRAM NEEDS | $5,000 |
| LEXINGTON THEOLOGICAL SEMINARY | |||||
| 631 SOUTH LIMESTONE | LEXINGTON | KY | 40508 | GENERAL SEMINARY PROGRAM | $20,000 |
| SAFE HARBOR | |||||
| P O BOX 2163 | ASHLAND | KY | 41105 | PROGRAM NEEDS FOR ABUSED WOMEN AND CHILDREN | $5,000 |
| SHELTER OF HOPE | |||||
| 2944 WINCHESTER AVE | ASHLAND | KY | 41101 | PROGRAM NEEDS FOR HOMELESS | $5,000 |
| ST JUDE CHILDRENS RESEARCH | |||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | GENERAL OPERATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 45000 | 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 | $86,139 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $16,204 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $102,343 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 102343 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | EB JOANNE LOWMAN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 LOWMAN DR | AddressLine1 |
| City | ASHLAND | City |
| State | KY | State |
| ZIP Code | 41102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 114123 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | MARKETABLE SECURITIES | NoncashPropertyDescription |
| Fair Market Value | 114123 | FairMarketValue |
| Date Received | 2012-11-30 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $2,927 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 1452454 | EOYBookValue |
| EOYFMV | 1766587 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 41360 | BookValue |
| EOYFMV | 12090 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX ESTIMATE PAYMENT | Description |
| BOY Book Value | 1360 | BOYBookValue |
| EOY Book Value | 2360 | EOYBookValue |
| EOYFMV | 2360 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $2,328 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments