THE SAMUEL LYON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE SAMUEL LYON CHARITABLE FOUNDATION INC (EIN 31-6651291)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-06
- IRS object ID
- 201212509349100106
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-06T11:16:59-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610713437 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWDEN & WOOD PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 W BROADWAY SUITE 505 | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316651291 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAMUEL LYON CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAMU | NameControl |
| Phone | 5025871283 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 BRAEVIEW ROAD | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40206 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHELDON YOFFE | Name |
| Title | DIRECTOR | Title |
| Phone | 5025871283 | Phone |
| Date Signed | 2012-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN MOSS CPA | Name |
| PTIN | P00632361 | PTIN |
| Phone | 5025830262 | 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 | 667789 | 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 |
| Dividends Rev And Expnss | 21014 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21014 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 8311 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 129186 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8311 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 12 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 12 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 29337 | TotalRevenueAndExpenses |
| Total Net Investment Income | 29337 | 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 | 800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 800 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 250 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 250 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4435 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2218 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2217 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5485 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3268 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2217 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 36000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 36000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 41485 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3268 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 38217 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -12148 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26069 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 680 | CashBOY |
| Cash EOY | 630 | CashEOY |
| Cash EOYFMV | 630 | CashEOYFMV |
| Investments Other BOY | 650783 | InvestmentsOtherBOY |
| Investments Other EOY | 638685 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 667159 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 651463 | TotalAssetsBOY |
| Total Assets EOY | 639315 | TotalAssetsEOY |
| Total Assets EOYFMV | 667789 | 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 | 651463 | RetainedEarningsBOY |
| Retained Earnings EOY | 639315 | RetainedEarningsEOY |
| Total Net Assets BOY | 651463 | TotalNetAssetsBOY |
| Total Net Assets EOY | 639315 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 651463 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 639315 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 651463 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -12148 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 639315 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 639315 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| CITIGROUP INC BOND REDEEMED | P | 2011-02-14 | 50000 | 49206 | 794 | 794 |
| 265 SHARES OF COLGATE-PALMOLIVE | P | 2011-02-08 | 20476 | 15394 | 5082 | 5082 |
| ABBOTT LABORATORIES BOND REDEEMED | P | 2011-03-15 | 50000 | 50247 | -247 | -247 |
| 200 SHARES OF MCGRAW HILL COMPANIES | P | 2011-11-18 | 8710 | 6028 | 2682 | 2682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8311 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 37481 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 672677 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055719 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 36910 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 643789 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057332 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 40132 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 728422 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055094 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 43386 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 803899 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053969 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 43780 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 775442 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.056458 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.278572 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055714 | AverageDistributionRatio |
| Net Noncharitable Assets | 679440 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 37854 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 261 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 38115 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 38217 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 261 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 261 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 261 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 18 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 18 | TotalCreditsAndPayments |
| Tax Due | 243 | 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 | 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 | SHELDON M YOFFE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5025871283 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 BRAEVIEW ROAD | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SHELDON M YOFFE | ||||||||
| 712 BRAEVIEW ROAD | LOUISVILLE | KY | 40206 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| ELAINE Y WEINBERG | ||||||||
| 5018 DUNVEGAN ROAD | LOUISVILLE | KY | 40222 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| MARLENE Y SCHAFFER | ||||||||
| 63 HARWOOD ROAD | LOUISVILLE | KY | 40222 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of 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 | 663078 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 26709 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 689787 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 689787 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10347 | CashDeemedCharitable |
| Net Noncharitable Assets | 679440 | NetNoncharitableAssets |
| Minimum Investment Return | 33972 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 33972 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 261 | TaxBasedOnInvestmentIncome |
| Total Tax | 261 | TotalTax |
| Distributable Amount Before Adj | 33711 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 33711 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 33711 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 38217 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 38217 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 261 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 37956 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33711 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 5550 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4113 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 4181 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 5145 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 4311 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 23300 | TotalExcessDistriCarryover |
| Qualifying Distributions | 38217 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 33711 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4506 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 27806 | 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 | 5550 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 22256 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4113 | ExcessFromYear4 |
| Excess From Year3 | 4181 | ExcessFromYear3 |
| Excess From Year2 | 5145 | ExcessFromYear2 |
| Excess From Year1 | 4311 | ExcessFromYear1 |
| Excess From Current Year | 4506 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 701 WEST MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40203 | NONE | PUBLIC CHARITY | SUPPORT | $750 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 234 E GRAY ST SUITE 450 | LOUISVILLE | KY | 40202 | NONE | PUBLIC CHARITY | SUPPORT | $250 |
| HADASSAH | |||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | SUPPORT | $750 |
| HOME OF THE INNOCENTS | |||||||
| 1100 EAST MARKET STREET | LOUISVILLE | KY | 40206 | NONE | PUBLIC CHARITY | SUPPORT | $5,000 |
| JEWISH FAMILY COUNSELING SERVICES | |||||||
| 3587 DUTCHMANS LANE | LOUISVILLE | KY | 40205 | NONE | PUBLIC CHARITY | SUPPORT | $4,000 |
| KIDS CENTER FOR PEDIATRIC THERAPIES | |||||||
| 982 EASTERN PARKWAY | LOUISVILLE | KY | 40217 | NONE | PUBLIC CHARITY | SUPPORT | $1,500 |
| LOUISVILLE COLLEGIATE SCHOOL | |||||||
| 2427 GLENMARY AVENUE | LOUISVILLE | KY | 40204 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| LOUISVILLE FREE PUBLIC LIBRARY | |||||||
| 301 YORK STREET | LOUISVILLE | KY | 40203 | NONE | PUBLIC CHARITY | SUPPORT | $250 |
| LOUISVILLE OLMSTEAD PARKS CONSERVANCY | |||||||
| PO BOX 37280 | LOUISVILLE | KY | 40233 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 11700 COMMONWEALTH DRIVE | LOUISVILLE | KY | 40205 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| NORTHWESTERN ANNUAL FUND | |||||||
| 2020 RIDGE AVENUE 4TH FLOOR | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | SUPPORT | $5,000 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| THE BACHMANN-STRAUSS DYSTONIA & PARKINSON FOUNDATION INC | |||||||
| ONE GUSTAVE L LEVY PLACE BOX 1490 | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| THE KENTUCKY HUMANE SOCIETY | |||||||
| 241 STEEDLY DRIVE | LOUISVILLE | KY | 40214 | NONE | PUBLIC CHARITY | SUPPORT | $500 |
| THE TEMPLE | |||||||
| 5101 US HIGHWAY 42 | LOUISVILLE | KY | 40241 | NONE | PUBLIC CHARITY | SUPPORT | $10,000 |
| BROOKLYN JEWISH CENTER - OHOLEI TORAH - BJC FUND | |||||||
| 667 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | SUPPORT | $2,500 |
| CRUSADE FOR CHILDREN | |||||||
| 520 WEST CHESTNUT STREET | LOUISVILLE | KY | 40202 | NONE | PUBLIC CHARITY | SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 36000 | 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 | $21,014 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,311 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $29,337 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 29337 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $800 | Amount |
| Net Investment Income | 800 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PNC ADVISORS PORTFOLIO OF SECURITIES, BONDS AND MONEY MARKET FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 638685 | BookValue |
| EOYFMV | 667159 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FINANCIAL ADVISOR FEES | Description |
| Revenue And Expenses Per Books | 4435 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2218 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2217 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLASS ACTION LAWSUIT SETTLEMENT | Description |
| Revenue And Expenses Per Books | 12 | RevenueAndExpensesPerBooks |
| Net Investment Income | 12 | NetInvestmentIncome |
| Adjusted Net Income | 12 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX FOR 2010 | Category |
| Amount | $250 | Amount |
| Net Investment Income | 250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments