MORRIS AND DOROTHY HASKINS FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS AND DOROTHY HASKINS FOUNDATION INC (EIN 61-1267321)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-23
- IRS object ID
- 201210839349100706
- Schema version
- 2011v1.2
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-23T12:10:01-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Larry Howlet CPA PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 631 Newberry St | AddressLine1 |
| City | Bowling Green | City |
| State | KY | State |
| ZIP Code | 42103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611267321 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS & DOROTHY HASKINS FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MORR | NameControl |
| Phone | 2707960791 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1767 CHESTNUT ST | AddressLine1 |
| City | BOWLING GREEN | City |
| State | KY | State |
| ZIP Code | 42101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL D WEDGE JR | Name |
| Title | President | Title |
| Date Signed | 2012-03-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARRY C HOWLETT | Name |
| Phone | 2708424242 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 9173832 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 39714 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 39714 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 39714 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 358277 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 358277 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 358277 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -6624 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 42571 | GrossSalesPrice |
| Total Revenue And Expenses | 391367 | TotalRevenueAndExpenses |
| Total Net Investment Income | 397991 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 397991 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 170000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 85000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 85000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1450 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1450 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 17315 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 17315 | OtherProfFeesNetInvstIncm |
| Other Expenses Rev And Expnss | 5226 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2612 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2614 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 195441 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 106377 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 89064 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 233540 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 233540 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 428981 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 106377 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 322604 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -37614 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 291614 | NetInvestmentIncome |
| Adjusted Net Income | 397991 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 77226 | CashBOY |
| Cash EOY | 88807 | CashEOY |
| Cash EOYFMV | 88807 | CashEOYFMV |
| Investments Govt Oblig BOY | 250008 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 250008 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 255565 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 8828185 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8778990 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8826832 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 2628 | OtherAssetsBOY |
| Other Assets EOY | 2628 | OtherAssetsEOY |
| Other Assets EOYFMV | 2628 | OtherAssetsEOYFMV |
| Total Assets BOY | 9158047 | TotalAssetsBOY |
| Total Assets EOY | 9120433 | TotalAssetsEOY |
| Total Assets EOYFMV | 9173832 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 9158047 | RetainedEarningsBOY |
| Retained Earnings EOY | 9120433 | RetainedEarningsEOY |
| Total Net Assets BOY | 9158047 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9120433 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9158047 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9120433 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9158047 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -37614 | ExcessOfRevenueOverExpenses |
| Subtotal | 9120433 | Subtotal |
| Total Net Assets Fund Balances EOY | 9120433 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -6624 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5832 | InvestmentIncomeExciseTax |
| Subtotal | 5832 | Subtotal |
| Tax Based On Investment Income | 5832 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6000 | TotalCreditsAndPayments |
| Overpayment | 168 | Overpayment |
| Amount Credited To Next Year | 168 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL D WEDGE JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2707960791 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1767 CHESTNUT ST | AddressLine1 |
| City | BOWLING GREEN | City |
| State | KY | State |
| ZIP Code | 42101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| JODY H WEDGE | ||||||
| 104 INDIAN HILLS TRAILS | LOUISVILLE | KY | 40207 | Director | 0.00 | 0 |
| PAUL D WEDGE III | ||||||
| 104 INDIAN HILLS TRAILS | LOUISVILLE | KY | 40207 | Director | 0.00 | 0 |
| MICHAEL G SPENCER | ||||||
| 1430 EUCLID AVENUE | BOWLING GREEN | KY | 42103 | Director | 0.00 | 0 |
| JULIA W SPENCER | ||||||
| 1430 EUCLID AVENUE | BOWLING GREEN | KY | 42103 | Director | 0.00 | 0 |
| CAROL H WEDGE | ||||||
| 1767 CHESTNUT STREET | BOWLING GREEN | KY | 42101 | Director | 0.00 | 0 |
| PAUL D WEDGE JR | ||||||
| 1767 CHESTNUT STREET | BOWLING GREEN | KY | 42101 | President | 0.00 | 170000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8728599 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 48958 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8777557 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 492048 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 8777557 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 131663 | CashDeemedCharitable |
| Net Noncharitable Assets | 8645894 | NetNoncharitableAssets |
| Minimum Investment Return | 432295 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 432295 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5832 | TaxBasedOnInvestmentIncome |
| Total Tax | 5832 | TotalTax |
| Distributable Amount Before Adj | 426463 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 426463 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 426463 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 322604 | ExpensesAndContributions |
| Qualifying Distributions | 322604 | QualifyingDistributions |
| Adj Qualifying Distributions | 322604 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 426463 | DistributableAmountAsAdjusted |
| Qualifying Distributions | 322604 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 322604 | AppliedToCurrentYear |
| Undistributed Income CY | 103859 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| WEST VIRGINIA FOUNDATION | |||||||
| ONE WATERFRONT PLACE 7TH FLOOR | MORGANTOWN | WV | 26507 | DONOR/DONEE | 501(c)(3) | ILLNESS RESEARCH | $5,000 |
| WESTERN KENTUCKY UNIVERSITY FOUNDATION | |||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | SUPPORT EDUCATION | $31,500 |
| POTTER GREY ELEMENTARY SCHOOL | |||||||
| 610 WAKEFIELD | BOWLING GREEN | KY | 42103 | DONOR/DONEE | 501(c)(3) | SUPPORT EDUCATION | $4,500 |
| UNIVERSITY OF KENTUCKY | |||||||
| WILLIAM B STURGILL DEVELOPMENT BLD | LEXINGTON | KY | 40506 | DONOR/DONEE | 501(c)(3) | EDUCATIONAL SUPPORT | $12,000 |
| WARREN COUNTY WOLF PACK | |||||||
| 801 E 25TH STREET | OWENSBORO | KY | 42310 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $4,000 |
| SHELTERBOX USA | |||||||
| 8374 MARKET STREET | LAKEWOOD | FL | 34202 | DONOR/DONEE | 501(c)(3) | DISASTER RELIEF | $500 |
| THE PRESBYTERIAN CHURCH | |||||||
| 1003 STATE STREET | BOWLING GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $11,000 |
| SOUTHERN KENTUCKY PERFORMING ARTS CENTER | |||||||
| 623 COLLEGE STREET | BOWLING GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $40,000 |
| SOUTHERN KENTUCKY BOOK FAIR | |||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $300 |
| KENTUCKY DERBY MUSEUM | |||||||
| 704 CENTRAL AVENUE | LOUISVILLE | KY | 40208 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $1,000 |
| ORCHESTRA KENTUCKY | |||||||
| 1046 ELM STREET | BOWLIGN GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $36,000 |
| KENTUCKY COUNTRY DAY SCHOOL | |||||||
| 4100 SPRINGDALE ROAD | LOUISVILLE | KY | 40241 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $4,640 |
| LAURENS TABLE | |||||||
| C/O UUMC 5084 DeZAUALA ROAD | SAN ANTONIO | TX | 78249 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $1,000 |
| FAMILY ENRICHMENT CENTER | |||||||
| 441 CHURCH AVE | BOWLING GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $300 |
| GIRL SCOUTS OF AMERICA | |||||||
| 901 LEHMAN AVENUE | BOWLING GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $3,500 |
| FELLOWSHIP OF CHRISTIAN ATHLETIES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $15,000 |
| EARLY EDUCATION CENTER | |||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $1,000 |
| NATIONAL CORVETE MUSEUM | |||||||
| 350 CORVETTE DRIVE | BOWLING GREEN | KY | 42103 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $500 |
| COMMONWEALTH HEALTH FOUNDATION | |||||||
| 800 PARK ST | BOWLING GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $25,000 |
| CYSTIC FIBROSIS | |||||||
| 1941 BISHOP LANE SUITE 108 | LOUISVILLE | KY | 40218 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $1,500 |
| CAPITAL THEATRE | |||||||
| 416 E MAIN AVE | BOWLING GREEN | KY | 42101 | DONOR/DONEE | 501(c)(3) | SUPPORT OF ARTS | $2,000 |
| CENTER FOR COURAGEOUS CHILDREN | |||||||
| 1501 BURNLEY RD | SCOTTSVILLE | KY | 42164 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $1,000 |
| CHRIST UNITED METHODIST CHURCH | |||||||
| 716 CAVE MILL RD | BOWLING GREEN | KY | 42104 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $1,000 |
| BOWLING GREEN HIGH SCHOOL | |||||||
| 1801 ROCKINGHAM LN | BOWLING GREEN | KY | 42104 | DONOR/DONEE | 501(c)(3) | SUPPORT EDUCATION | $1,000 |
| BOWLING GREEN JUNIOR HIGH SCHOOL | |||||||
| 900 CAMPBELL LANE | BOWLING GREEN | KY | 42104 | DONOR/DONEE | 501(c)(3) | SUPPORT EDUCATION | $5,000 |
| BELLEWOOD PRESBYTERIAN HOMES | |||||||
| 11103 PARK ROAD | LOUISVILLE | KY | 40223 | DONOR/DONEE | 501(c)(3) | FINANCIAL SUPPORT | $6,300 |
| ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE RD | PIPPA PASS | KY | 41844 | DONOR/DONEE | 501(c)(3) | SUPPORT EDUCATION | $5,000 |
| ALABAMA RELIEF ROTARY INTERNATIONAL | |||||||
| 392 HIGHLANDS | UNION GROVE | AL | 35175 | DONOR/DONEE | 501(c)(3) | DISASTER RELIEF | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1100 IRELAND WAY SUITE 300 | BIRMINGHAM | AL | 35205 | DONOR/DONEE | 501(c)(3) | CANCER RESEARCH | $3,000 |
| ASSISTING HANDS FOUNDATION INC | |||||||
| PO BOX 10084 | BOWLING GREEN | KY | 42102 | DONOR/DONEE | 501(c)(3) | Relief of poor | $5,000 |
| ALL A CLASSIC SCHOLARSHIP PROGRAM | |||||||
| 80 STATE RT 271 SOUTH | LEWISPORT | KY | 42351 | DONOR/DONEE | 501(c)(3) | Financial Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 233540 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 39714 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 358277 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -6624 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 391367 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 391367 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,900 | Amount |
| Net Investment Income | 1450 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1450 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (23 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| S Y BANCORP CAPITAL | 125007 | 141375 |
| JP MORGAN CHASE CAP X | 110050 | 127750 |
| GENERAL ELECTRIC CAPITAL | 114000 | 131700 |
| FPL GROUP CAPITAL TR I | 241762 | 258000 |
| BNY CAP TR IV PFD | 116750 | 129900 |
| SOUTHERN COMPANY | 155000 | 191150 |
| PROCTOR GAMBLE COMPANY | 63996 | 64330 |
| PHILIP MORRIS | 56106 | 70236 |
| PFIZER INC | 60996 | 70040 |
| OHIO VALLEY BANC CORP | 5766273 | 5213051 |
| MICROSOFT CORP | 123547 | 129800 |
| MERCK & COMPANY INC NEW | 106642 | 150800 |
| KRAFT FOODS CLASS A | 160336 | 224160 |
| KELLOGG COMPANY | 145486 | 151710 |
| GOOGLE INC CL A | ||
| DENDREON CORP | ||
| GENERAL ELECTRIC COMPANY | 57257 | 35820 |
| EXXON MOBIL CORP | 151773 | 169520 |
| COCO-COLA COMPANY | 151633 | 209910 |
| CHEVRON CORP | 90759 | 127680 |
| BOB EVANS FARMS, INC | 601920 | 626240 |
| AMERICAN ELECTRIC POWER | 173430 | 247860 |
| ALTRIA GROUP | 206267 | 355800 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 250008 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 255565 | StateLocalSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| COMPUTER | 2628 | 2628 | |
| Computer | 2628 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OTHER EXPENSES | 49 | 24 | 25 |
| OFFICERS INSURANCE | 2634 | 1317 | 1317 |
| OFFICE SUPPLIES | 346 | 173 | 173 |
| EQUIPMENT REPAIRS | 350 | 175 | 175 |
| COMPUTER | 1152 | 576 | 576 |
| ASSOCIATON MEMBERSHIP | 695 | 347 | 348 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | Category |
| Amount | $17,315 | Amount |
| Net Investment Income | 17315 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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