ELDON AND EMMA BELLE GARDNER: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELDON AND EMMA BELLE GARDNER (EIN 46-6336914)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-27
- IRS object ID
- 202510589349100011
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Dissolution Stmt
- Liquidation Explanation Stmt
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-27T08:48:46-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 610481842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS WILLIAMS & LENTZ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 JEFFERSON | AddressLine1Txt |
| City | PADUCAH | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 420011003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466336914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELDON AND EMMA BELLE GARDNER | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELDO | BusinessNameControlTxt |
| Phone | 2705756627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PADUCAH BANK TRUST CO PO BOX 260 | AddressLine1Txt |
| City | PADUCAH | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 420022600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELANIE MCNEIL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2705756627 | PhoneNum |
| Signature | 2025-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A THOMAS | PreparerPersonNm |
| PTIN | P00848330 | PTIN |
| Phone | 2704433643 | PhoneNum |
| Preparation | 2025-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,223 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $711,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,719 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,942 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,876 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,876 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $39 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $759 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $759 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,774 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $644,806 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $644,806 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $650,580 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $644,806 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$641,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,571 | SavAndTempCashInvstBOYAmt |
| Prepaid Expenses BOY | $769 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $606,599 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $699 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $641,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $641,638 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $641,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $641,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $641,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$641,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BEACON AHL MGD FUND, 1,951.22 SHS | P | 2022-11-16 | 2024-05-29 | $21,385 | $24,000 | -$2,615 | -$2,615 |
| BAIRD AGGREGATE BOND FUND, 1,039.501 SHS | P | 2020-08-21 | 2024-05-24 | $10,000 | $12,380 | -$2,380 | -$2,380 |
| BAIRD AGGREGATE BOND FUND, 8,527.008 SHS | P | 2020-08-21 | 2024-05-29 | $81,177 | $101,553 | -$20,376 | -$20,376 |
| BAIRD AGGREGATE BOND FUND, 1,303.215 SHS | P | 2021-07-13 | 2024-05-29 | $12,407 | $15,000 | -$2,593 | -$2,593 |
| DODGE & COX INCOME, 807.103 SHS | P | 2021-12-06 | 2024-05-24 | $10,000 | $11,477 | -$1,477 | -$1,477 |
| DODGE & COX INCOME, 7,682.981 SHS | P | 2021-12-06 | 2024-05-29 | $94,347 | $109,252 | -$14,905 | -$14,905 |
| ISHARES CORE S&P 500 EFT, 5 SHS | P | 2020-04-01 | 2024-01-23 | $2,431 | $1,240 | $1,191 | $1,191 |
| ISHARES CORE S&P 500 EFT, 45 SHS | P | 2020-08-20 | 2024-01-23 | $21,882 | $15,288 | $6,594 | $6,594 |
| ISHARES CORE S&P 500 EFT, 75 SHS | P | 2020-08-20 | 2024-05-24 | $39,783 | $25,480 | $14,303 | $14,303 |
| VANGUARD FTSE DEV MKT ETF, 117 SHS | P | 2019-07-19 | 2024-05-29 | $5,830 | $4,872 | $958 | $958 |
| VANGUARD FTSE DEV MKT ETF, 183 SHS | P | 2020-04-01 | 2024-05-29 | $9,119 | $5,890 | $3,229 | $3,229 |
| VANGUARD FTSE DEV MKT ETF, 1,200 SHS | P | 2020-08-20 | 2024-05-29 | $59,794 | $49,992 | $9,802 | $9,802 |
| VANGUARD INTL EQUITY INDEX, 200 SHS | P | 2017-07-05 | 2024-05-29 | $8,696 | $8,172 | $524 | $524 |
| VANGUARD INTL EQUITY INDEX, 300 SHS | P | 2021-05-26 | 2024-05-29 | $13,044 | $16,060 | -$3,016 | -$3,016 |
| VANGUARD SHORT TERM TREAS, 500 SHS | P | 2022-12-08 | 2024-05-24 | $28,874 | $28,984 | -$110 | -$110 |
| VANGUARD SHORT TERM TREAS, 350 SHS | P | 2022-12-08 | 2024-05-29 | $20,195 | $20,289 | -$94 | -$94 |
| VANGUARD VALUE INDEX FUND, 125 SHS | P | 2022-06-29 | 2024-05-29 | $19,754 | $16,578 | $3,176 | $3,176 |
| VANGUARD SMALL-CAP ETF, 140 SHS | P | 2020-08-20 | 2024-05-29 | $30,590 | $22,014 | $8,576 | $8,576 |
| VANGUARD SMALL-CAP ETF, 110 SHS | P | 2021-05-26 | 2024-05-29 | $24,035 | $24,297 | -$262 | -$262 |
| ISHARES 7-10 YEAR TREAS, 500 SHS | P | 2023-09-01 | 2024-05-29 | $45,940 | $47,033 | -$1,093 | -$1,093 |
| ISHARES 7-10 YEAR TREAS, 100 SHS | P | 2024-01-23 | 2024-05-29 | $9,188 | $9,504 | -$316 | -$316 |
| ISHARES 7-10 YEAR TREAS, 150 SHS | P | 2024-05-24 | 2024-05-29 | $13,782 | $13,915 | -$133 | -$133 |
| PIMCO INCOME FUND, 3,336.511 SHS | P | 2024-05-24 | 2024-05-29 | $34,833 | $35,000 | -$167 | -$167 |
| VANGUARD SHORT TERM TREAS, 150 SHS | P | 2024-01-23 | 2024-05-29 | $8,655 | $8,754 | -$99 | -$99 |
| VANGUARD VALUE INDEX FUND, 325 SHS | P | 2023-09-01 | 2024-05-29 | $51,362 | $46,744 | $4,618 | $4,618 |
| VANGUARD VALUE INDEX FUND, 150 SHS | P | 2024-05-24 | 2024-05-29 | $23,705 | $24,154 | -$449 | -$449 |
| VANGUARD SMALL-CAP ETF, 50 SHS | P | 1941-05-24 | 2024-05-29 | $10,925 | $11,092 | -$167 | -$167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,719 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $545 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $545 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $501 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $501 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PADUCAH BANK TRUST COMPANY | IndividualWithBooksNm |
| Phone | 2705756627 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 JEFFERSON ST | AddressLine1Txt |
| City | PADUCAH | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PADUCAH BANK TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 JEFFERSON ST | AddressLine1Txt |
| City | PADUCAH | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,876 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $644,806 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $644,806 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,488 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,475 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,892 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,680 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $165,328 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $312,863 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $644,806 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $644,806 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $957,669 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $46,488 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $911,181 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,475 | ExcessFromYear4Amt |
| Excess From Year3 | $48,892 | ExcessFromYear3Amt |
| Excess From Year2 | $14,680 | ExcessFromYear2Amt |
| Excess From Year1 | $165,328 | ExcessFromYear1Amt |
| Excess From Current Year | $644,806 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW PATHWAYS FOR CHILDREN INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10 | AddressLine1Txt |
| City | MELBER | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING BUDGET | GrantOrContributionPurposeTxt |
| Amt | $644,806 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $644,806 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $6,223 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $2,719 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,942 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,942 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | LINES 4 AND 8 PROVIDE INCOME TO HELP FUND THE OPERATING BUDGET OF THE |
| 8 | BENEFICIARY |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WILLIAMS, WILLIAMS & LENTZ | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW PATHWAYS FOR CHILDREN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3233 SHAW ROAD | AddressLine1Txt |
| City | MELBER | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH | ShortExplanationTxt |
| Dissolution | $644,806 | DissolutionAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SEE ATTACHED MINUTES OF COMMITTEE MEETING. ALL ASSETS WERE DISTRIBUTED ON MAY 31, 2024. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| BOY Book Value | $699 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $759 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $759 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $39 | Amt |
| Net Investment Income | $39 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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