CARSON-MYRE CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CARSON-MYRE CHARITABLE FOUNDATION (EIN 36-4597768)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-17
- IRS object ID
- 202632609349100703
- Schema version
- 2025v4.2
- 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
- Compensation Explanation
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-17T10:17:38-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 610868974 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PECK & MILFORD LLP CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FOUNTAIN AVE SUITE 314 | AddressLine1Txt |
| City | PADUCAH | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364597768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARSON-MYRE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARS | BusinessNameControlTxt |
| Phone | 2704438227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2616 BROADWAY PO BOX 194 | AddressLine1Txt |
| City | PADUCAH | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 420020194 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J WILLIAM HOWERTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2704438227 | PhoneNum |
| Signature | 2026-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J ROBERT MILFORD CPA | PreparerPersonNm |
| PTIN | P00070272 | PTIN |
| Phone | 2704427386 | PhoneNum |
| Preparation | 2026-09-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,160,590 | 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 |
| Interest On Sav Rev And Expnss | $22,211 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,211 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,499,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,499,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,072,189 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,619,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,072,189 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,276 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,276 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,618,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,618,157 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $250,616 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $138,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $23,155 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $399,196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $395,290 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $872,417 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $456,340 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,867,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,867,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,739,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $456,340 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,867,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,121,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,161,817 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,964,641 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,118,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,118,821 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,569,069 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,207,403 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,205,930 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $26,634,109 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,299,107 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,204,363 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,582,791 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,473,287 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,518,462 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,082,465 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,641,071 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,104,657 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $21,998 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,357 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,357 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $55,855,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,748,046 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,160,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $42,356,369 | CapitalStockBOYAmt |
| Capital Stock EOY | $42,356,369 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,498,704 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,391,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,855,073 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,748,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,855,073 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,748,046 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,855,073 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,121,690 | ExcessRevenueOverExpensesAmt |
| Other Increases | $130,341 | OtherIncreasesAmt |
| Subtotal | $54,863,724 | SubtotalAmt |
| Other Decreases | $115,678 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,748,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| R W BAIRD & CO. 3489-9890 | 2025-12-31 | $123,054 | $109,717 | $13,337 | $13,337 | |
| R W BAIRD & CO. 3489-9890 | 2025-12-31 | $2,584,647 | $1,304,046 | $1,280,601 | $1,280,601 | |
| UBS FINANCIAL SERVICES 39 00249 | 2025-12-31 | $176,965 | $173,656 | $3,309 | $3,309 | |
| UBS FINANCIAL SERVICES 39 00249 | 2025-12-31 | $7,421,253 | $5,662,191 | $1,759,062 | $1,759,062 | |
| UBS FINANCIAL SERVICES 39 00458 | 2025-12-31 | $1,608,622 | $1,579,167 | $29,455 | $29,455 | |
| UBS FINANCIAL SERVICES 39 00458 | 2025-12-31 | $3,591,979 | $2,018,307 | $1,573,672 | $1,573,672 | |
| WELLS FARGO ADVISORS 2911-7091 | 2025-12-31 | $531,402 | $533,689 | -$2,287 | -$2,287 | |
| WELLS FARGO ADVISORS 2911-7091 | 2025-12-31 | $1,585,680 | $1,200,094 | $385,586 | $385,586 | |
| WELLS FARGO ADVISORS 4735-1735 | 2025-12-31 | $142,691 | $141,890 | $801 | $801 | |
| WELLS FARGO ADVISORS 4735-1735 | 2025-12-31 | $320,148 | $267,562 | $52,586 | $52,586 | |
| WELLS FARGO ADVISORS (GNMA) 5183-6457 | 2025-12-31 | $2,503 | $2,503 | $0 | $0 | |
| WELLS FARGO ADVISORS 5183-6457 | 2025-12-31 | $3,491,084 | $3,491,121 | -$37 | -$37 | |
| WELLS FARGO ADVISORS 5183-6457 | 2025-12-31 | $245,000 | $245,000 | $0 | $0 | |
| WELLS FARGO ADVISORS 7818-8436 | 2025-12-31 | $148,326 | $148,262 | $64 | $64 | |
| WELLS FARGO ADVISORS 3308-3125 | 2025-12-31 | $861,366 | $744,110 | $117,256 | $117,256 | |
| WELLS FARGO ADVISORS 3308-3125 | 2025-12-31 | $1,146,679 | $1,138,068 | $8,611 | $8,611 | |
| WELLS FARGO ADVISORS 8434-1990 | 2025-12-31 | $387,298 | $393,676 | -$6,378 | -$6,378 | |
| WELLS FARGO ADVISORS (FNMA) 8434-1990 | 2025-12-31 | $3,408 | $3,408 | $0 | $0 | |
| UBS FINANCIAL SERVICES 3P 01533 | 2025-12-31 | $3,938,700 | $3,866,742 | $71,958 | $71,958 | |
| UBS FINANCIAL SERVICES 3P 01533 | 2025-12-31 | $4,489,285 | $2,847,789 | $1,641,496 | $1,641,496 | |
| UBS FINANCIAL SERVICES 3P 01973 | 2025-12-31 | $704,714 | $697,917 | $6,797 | $6,797 | |
| UBS FINANCIAL SERVICES 3P 01973 | 2025-12-31 | $640,255 | $488,795 | $151,460 | $151,460 | |
| UBS FINANCIAL SERVICES 3P 01617 | 2025-12-31 | $4,241,194 | $4,233,719 | $7,475 | $7,475 | |
| UBS FINANCIAL SERVICES 3P 01617 | 2025-12-31 | $5,190 | $5,219 | -$29 | -$29 | |
| UBS FINANCIAL SERVICES 3P 02587 | 2025-12-31 | $351,334 | $315,357 | $35,977 | $35,977 | |
| 7.515 UNITS TRUMBULL GROWTH & INCOME FD LP | 2025-12-31 | $162,327 | $186,353 | -$24,026 | -$24,026 | |
| $0 | $0 | |||||
| 7,055 UNITS GAIF BLENDED STRATEGIES PORTFOLIO | 2025-12-18 | $1,665,566 | $1,749,398 | -$83,832 | -$83,832 | |
| CAPITAL GAINS DIVIDENDS | $49,275 | $49,275 | $49,275 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,072,189 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $113,449 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $113,449 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $113,449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $89,702 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $32,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $121,702 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,173 | EsPenaltyAmt |
| Overpayment | $7,080 | OverpaymentAmt |
| Applied To ES Tax | $7,080 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PECK & MILFORD LLP CPAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2704427386 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FOUNTAIN AVE STE 314 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J WILLIAM HOWERTON | ||||||||
| 2616 BROADWAY | PADUCAH | KY | 42001 | TRUSTEE | 16.00 | $71,672 | $0 | $0 |
| PADUCAH BANK TRUST CO | ||||||||
| 555 JEFFERSON | PADUCAH | KY | 42001 | TRUSTEE | 4.00 | $28,236 | $0 | $0 |
| KIM BLINKHORN | ||||||||
| 111 FOREST PLACE COURT | LOUISVILLE | KY | 42001 | TRUSTEE | 4.00 | $28,236 | $0 | $0 |
| J ROBERT MILFORD | ||||||||
| 1530 GLENEAGLES DR | PADUCAH | KY | 42001 | TRUSTEE | 4.00 | $28,236 | $0 | $0 |
| W CLAY HOWERTON | ||||||||
| 5328 TUCK RD | PADUCAH | KY | 42001 | TRUSTEE | 24.00 | $94,236 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PECK & MILFORD LLP CPA'S | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FOUNTAIN AVE SUITE 314 | AddressLine1Txt |
| City | PADUCAH | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING/BOOKKEEPING/PREPARATION OF TAX RETURNS | ServiceTypeTxt |
| Compensation | $22,300 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE PART XV FOR LIST OF CONTRIBUTIONS MADE IN 2024. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $64,930,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,834,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,765,699 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,765,699 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,031,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,734,214 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,386,711 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,386,711 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $113,449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $113,449 | TotalTaxAmt |
| Distributable Before Adj | $3,273,262 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,273,262 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,273,262 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,867,430 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,867,430 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,273,262 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,808,063 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,477,812 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,640,165 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,588,452 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,463,943 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,978,435 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,867,430 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,273,262 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,594,168 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,572,603 | 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 | $6,808,063 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,764,540 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,477,812 | ExcessFromYear4Amt |
| Excess From Year3 | $6,640,165 | ExcessFromYear3Amt |
| Excess From Year2 | $5,588,452 | ExcessFromYear2Amt |
| Excess From Year1 | $5,463,943 | ExcessFromYear1Amt |
| Excess From Current Year | $5,594,168 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLAY HOWERTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 194 | AddressLine1Txt |
| City | PADUCAH | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 420020194 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2708831966 | RecipientPhoneNum |
| Recipient Email Address | CLAY@CARSONMYRE.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE GUIDELINES AT WWW.CARSONMYRE.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE GUIDELINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE GUIDELINES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (155 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| REACH INDIA INTERNATIONAL | |||||||
| 6115 DECKER RD | BUSHKILL | PA | 19324 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $10,000 |
| THOMAS AQUINAS COLLEGE | |||||||
| 231 MAIN ST | NORTHFIELD | MA | 01360 | NONE | PC | TO FUND CHRISTIAN EDUCATIONCHRISTIAN EDUCATION | $20,000 |
| BENGALI EVANGICAL ASSOCIATION MINISTRY | |||||||
| P O BOX 1733 | LOMA LINDE | CA | 92354 | NONE | PC | TO FUND CHRISTIAN EDUCATION | $10,000 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $25,000 |
| ASBURY UNIVERSITY | |||||||
| 1 MACKLEM DR | WILMORE | KY | 40390 | NONE | PC | SUPPORT CHRISTIAN EDUCATIONSUPPORT CHRISTIAN EDUCATION | $16,000 |
| ASHBROOK CENTER | |||||||
| 401 COLLEGE AVE | ASHLAND | OH | 44805 | NONE | PC | TO PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $25,000 |
| BAPTIST HEALTH PADUCAH FOUNDATION | |||||||
| 2501 KENTUCKY AVE | PADUCAH | KY | 42001 | NONE | PC | SUPPORT NEW HEART CENTER | $800,000 |
| BARREN HEIGHTS MINISTRIES | |||||||
| 11420 WATTERSON CT | LOUISVILLE | KY | 40299 | NONE | PC | PROVIDE CHRISIAN OUTREACH TO THE POOR | $7,500 |
| BECKET FUND FOR RELIGIOUS LIBERTY | |||||||
| 1200 NEW HAMPSHIRE AVE NW 700 | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT EDUCATING COLLEGE STUDENTS ABOUT AMERICA'S HERITAGE | $10,000 |
| BESIDEU FOR LIFE | |||||||
| 701 W MUHAMMED ALI BLVD | LOUISVILLE | KY | 40203 | NONE | PC | SUPPORT CHRISTIAN EDUCATION | $50,000 |
| BEYOND UGANDA | |||||||
| 1400 HUSBANDS RD | PADUCAH | KY | 42002 | NONE | PC | SHARE THE GOSPEL & PROVIDE ASSISTANCE TO NEEDY | $52,620 |
| BAYLOR UNIVERSITY SEMINARY | |||||||
| ONE BEAR PLACE | WACO | TX | 76796 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $30,000 |
| BILLY GRAHAM EVANGELICAL ASSOCIATION | |||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 37422 | NONE | PC | SUPPORT CHRISTIAN MINISTRY | $100,000 |
| BLOOM | |||||||
| 3800 PHILLIPS AVE | PADUCAH | KY | 42001 | NONE | PC | LOCAL CULTURAL ACTIVITIES | $10,000 |
| BOB CROSS MINISTRIES | |||||||
| 2824 KYLE DRIVE | PLANO | TX | 75075 | NONE | PC | PRODUCE AND PUBLISH EVANGELICAL BOOK "THE JEWISHNESS OF JESUS" | $30,000 |
| BENTON CHURCH OF CHRIST | |||||||
| 179 MASTERS CIRCLE | BENTON | KY | 42025 | NONE | PC | TO FUND CHRISTIAN EDUCATION | $25,000 |
| CAMPUS OUTREACH | |||||||
| 1726 SOUTH THIRD STREET | LOUISVILLE | KY | 40208 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $5,000 |
| CARE FOR CHILDREN | |||||||
| 5000 WEST 134TH STREET | LEAWOOD | KS | 66209 | NONE | PC | CHRISTIAN OUTREACH TO THE POOR | $20,000 |
| CATHOLIC EDUCATION FOUNDATION OF LOUISVILLE | |||||||
| 401 WEST MAIN ST STE 806 | LOUISVILLE | KY | 40202 | NONE | PC | PROVIDE CHRISTIAN EDUCATION | $35,000 |
| CENTER FOR URBAN RENEWAL | |||||||
| 1317 F STREET STE 800 | WASHINGTON | DC | 20004 | NONE | PC | TO PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $15,000 |
| CHILD EVANGELISM FELLOWSHIP OF SC | |||||||
| 500 ST ANDREWS RD | COLUMBIA | SC | 29221 | NONE | PC | CHRISTIAN MINISTRY | $18,000 |
| CHINA MERCY (LIGHTSAT INC) | |||||||
| P O BOX 10190 | NAPLES | FL | 34101 | NONE | PC | CHRISTIAN SERVICE ORGANIZATION | $100,000 |
| CHRISTIAN ACADEMY SCHOOL SYSTEM | |||||||
| 700 SOUTH ENGLISH STATION RD | LOUISVILLE | KY | 40245 | NONE | PC | TO FUND CHRISTIAN EDUCATION | $70,000 |
| CHRISTIAN APPALACHIAN PROJECT | |||||||
| 2610 PALUMBO DR | LEXINGTON | KY | 40509 | NONE | PC | OUTREACH TO THE POOR IN EASTERN KENTUCKY | $45,000 |
| CHRISTIAN FELLOWSHIP SCHOOL | |||||||
| 1343 US HWY 68 EST | BENTON | KY | 42025 | NONE | PC | CHRISTIAN EDUCATION | $30,000 |
| CHUCK COLSON CENTER | |||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | NONE | PC | SHARE THE GOSPEL | $25,000 |
| CITY OF REFUGE | |||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | NONE | PC | CHRISTIAN OUTREACH TO THE POOR | $20,000 |
| CLAREMONT INSTITUTE | |||||||
| 1317 WEST FOOTHILL BLVD | UPLAND | CA | 91786 | NONE | PC | TO PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $25,000 |
| COMMONWEALTH POLICY FOUNDATION | |||||||
| P O BOX 5 | HERNDON | KY | 42236 | NONE | PC | PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $40,000 |
| COMMUNITY CHRISTIAN ACADEMY SCHOOL SYSTEM | |||||||
| 700 SOUTH ENGLISH STATION RD | LOUISVILLE | KY | 40245 | NONE | PC | SUPPORT CHRISTIAN EDUCATION | $200,000 |
| COMMUNITY KITCHEN | |||||||
| P O BOX 1252 | PADUCAH | KY | 42002 | NINE | PC | TO PROVIDE CHRISTIAN OUTREACH TO POOR | $175,000 |
| CROSSINGS | |||||||
| 13420 EASTPOINT CENTRE DR | LOUISVILLE | KY | 40223 | NONE | PC | SPONSOR RETREATS AND CAMPS FOR CHURCHES | $50,000 |
| COLUMBIA INTERNATIONAL UNIVERSITY | |||||||
| 7435 MONTICELLO RD | COLUMBIA | SC | 29203 | NONE | PC | CHRISTIAN EDUCATIONCHRISTIAN EDUCATION | $20,000 |
| CROSSROADS PREGNANCY RESOURCE CENTER | |||||||
| 6435 WEST HIGHWAY 146 | CRESTWOOD | KY | 40014 | NONE | PC | ENHANCE LOCAL CULTURAL ACTIVITIES | $20,000 |
| CROWN OF LIFE MINISTRIES | |||||||
| 256 3RD STREET | NIAGARA FALLS | NY | 14303 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $15,000 |
| DAY 3 SEEDS | |||||||
| 2959 W 404TH RD | BERTRAND | MO | 63823 | NONE | PC | CHRISTIAN OUTREACH TO THE POOR | $50,000 |
| DISCIPLES NATIONS ALLIANCE | |||||||
| 1110 EAST MISSOURI AVE STE 393 | PHOENIX | AZ | 85014 | NONE | PC | SHARE THE GOSPEL AND PROVIDE ASSISTANCE TO THE NEEDY | $35,000 |
| EPPIC MINISTRIES | |||||||
| P O BOX 5133 | MARYSVILLE | TN | 37802 | NONE | PC | SHARE THE GOSPEL | $10,000 |
| ETHICS & POLICY CENTER | |||||||
| 1730 M STREET NW STE 910 | WASHINGTON | DC | 20036 | NONE | PC | TO PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $15,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES-LOUISVILLE | |||||||
| 400 BLANKENBAKER PKWY STE 301 | LOUISVILLE | KY | 40243 | NONE | PC | SUPPORT SPORTS MINISTRY | $50,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES-PADUCAH | |||||||
| P O BOX 8206 | PADUCAH | KY | 42002 | NONE | PC | SUPPORT SPORTS MINISTRY | $50,000 |
| FILLING HIS NETS | |||||||
| P O BOX 763 | MAYFIELD | KY | 42066 | NONE | PC | CHRISTIAN OUTREACH TO THE POOR; OVERSEAS MISSIONS | $25,000 |
| FIRST BAPTIST CHURCH | |||||||
| 2890 BROADWAY | PADUCAH | KY | 42001 | NONE | PC | CHRISTIAN MINISTRY | $110,000 |
| FIRST BAPTIST CHURCH OF ZIEGLER ILLINOIS | |||||||
| 106 S PINE ST | ZEIGLER | IL | 62999 | NONE | PC | SUPPORT FOOD MINISTRY FOR LOCAL NEEDY PERSONS | $15,000 |
| FOUNDATION FOR ECONOMIC EDUCATION | |||||||
| 1819 PEACHTREE ROAD NE STE 300 | ATLANTA | GA | 30309 | NONE | PC | TO PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $7,500 |
| FOUNDATION FOR INDIVIDUAL RIGHTS & EXPRESSION | |||||||
| 510 WALNUT ST SUITE 900 | PHILADELPHIA | PA | 19106 | NONE | PC | TO PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $10,000 |
| FOUNDRY CHRISTIAN COMMUNITY CENTER | |||||||
| 531 W 11TH STREET | BOWLING GREEN | KY | 42103 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $20,000 |
| FREEDOM FOREVER MINISTRIES | |||||||
| P O BOX 7295 | PADUCAH | KY | 42002 | NONE | PC | CHRISTIAN MINISTRY TO FEMALE INMATES AT MCCRACKEN COUNTY, KY JAIL | $65,000 |
| FRENCH AFRICIAN CHRISTIAN EDUCATION FOUNDATION INC | |||||||
| P O BOX 454 | BENTON | KY | 42025 | NONE | PC | GIVE AID AND GOSPEL MESSAGE TO NEEDY | $250,000 |
| CARDINAL NEWMAN SOCIETY | |||||||
| 10432 BALIS FORD RD | MANASSAS | VA | 20109 | NONE | PC | CHRISTIAN EDUCATION | $10,000 |
| EMERALD FOUNDATION | |||||||
| 2327 NEW HOLT RD | PADUCAH | KY | 42001 | NONE | PC | TO PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $5,200 |
| GATEWAY TO BETTER EDUCATION | |||||||
| P O BOX 514 | LAKE FOREST | CA | 92609 | NONE | PC | TO FUND CHRISTIAN EDUCATION | $15,000 |
| GIRL OF HOPE | |||||||
| 235 JULIE ROAD | TYRONE | GA | 30290 | NONE | PC | CHRISTIAN MINISTRY | $20,000 |
| GRACE CHRISTIAN ACADEMY | |||||||
| 5741 STATE ROUTE 144 | OWENSBORO | KY | 42303 | NONE | PC | TO FUND CHRISTIAN EDUCATIONCHRISTIAN OUTREACH TO THE POOR | $25,000 |
| GRACE FELLOWSHIP | |||||||
| 3530 PARK PLAZA ROAD | PADUCAH | KY | 42001 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $20,000 |
| GREAT COMMISSON 316 MINISTRIES | |||||||
| 9610 OLD HINKLEVILLE RD | KEVIL | KY | 42053 | NONE | PC | CHRISTIAN MINISTRY | $20,000 |
| HARBOR NETWORK | |||||||
| P O BOX 4819 | LOUISVILLE | KY | 40204 | NONE | PC | TO FUND CHRISTIAN OUTREACH TO THE POOR | $15,000 |
| HARDIN BAPTIST CHURCH | |||||||
| 218 COLLEGE STREET | HARDIN | KY | 42048 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $15,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PC | PRESERVATION OF AMERICAN HERITAGE-TEACHING CONSTITUTION TO OFFICIALS | $100,000 |
| HOPE CENTER OF MAYFIELD KY | |||||||
| 1216 PARIS ROAD | MAYFIELD | KY | 42066 | NONE | PC | SUPPORT CHRISTIAN MINISTRY | $25,000 |
| HOPE CLINIC | |||||||
| 1100 OLIVE STREET P O BOX 645 | BENTON | KY | 42025 | NONE | PC | CHRISTIAN MINISTRY - ASSISTANCE IN CRISIS PREGNANCY SITUATIONS | $25,000 |
| HOPE UNLIMITED | |||||||
| P O BOX 7403 | PADUCAH | KY | 42002 | NONE | PC | CHRISTIAN MINISTRY - ASSISTANCE IN CRISIS PREGNANCY SITUATIONS | $75,000 |
| IDOLS ASIDE MINISTRY | |||||||
| 3240 LONE OAK RD | PADUCAH | KY | 42003 | NONE | PC | SUPPORT SPORTS THEMED MINISTRY FOR FATHERLESS YOUTH | $55,000 |
| IHS GLOBAL | |||||||
| P O BOX 265 | SOUTHEASTERN | PA | 19339 | NONE | PC | SHARE THE GOSPEL | $20,000 |
| IMPACT ONE INITATIVE | |||||||
| 611 BROADWAY | PADUCAH | KY | 42001 | NONE | PC | CHRISTIAN OUTREACH TO THE POOR | $40,000 |
| INSTITUTE ON RELIGION AND PUBLIC LIFE | |||||||
| 35 E 21ST STREET 6TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | SUPPORT EDUCATING PEOPLE ABOUT AMERICA'S HERITAGE | $25,000 |
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | NONE | PC | PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $50,000 |
| INTERNATIONAL SOLID ROCK | |||||||
| P O BOX 212938 | WEST PALM BEACH | FL | 33421 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $25,000 |
| JOHN ANKERBERG SHOW | |||||||
| P O BOX 8977 | CHATTANOOGA | TN | 37414 | NONE | PC | SUPPORT CHRISTIAN MINISTRY | $75,000 |
| JOHN JAY INSTITUTE | |||||||
| 705 S BELLEVUE AVE | LANGHORNE | PA | 19047 | NONE | PC | TO PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $20,000 |
| JUST FACTS | |||||||
| 641 SHUNPIKE RD 286 | CHATHAM | NJ | 07928 | NONE | PC | SUPPORT EDUCATING PEOPLE ABOUT AMERICA'S HERITAGE | $10,000 |
| KAIROS | |||||||
| 4170 KELLY RD | KEVIL | KY | 42053 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $10,000 |
| FREEDOM CENTER | |||||||
| 14724 VENTURA LVD STE 820 | SHERMAN OAKS | CA | 91403 | NONE | PC | TO FUND PRESERVE JUDEO-CHRISTIAN HERITAGE | $20,000 |
| KENTUCKY GLOBAL ARTS INITATIVE | |||||||
| P O BOX 206 | GRAND RIVERS | KY | 42045 | NONE | PC | TO FUND CHRISTIAN EDUCATION | $25,000 |
| HOLY ANGELS ACADEMY | |||||||
| 12201 OLD HENRY RD | LOUISVILLE | IL | 40223 | NONE | PC | TO FUND CHRISTIAN EDUCATION | $20,000 |
| KY RACE TRACK CHAPLAINCY | |||||||
| P O BOX 324 | SIMPSONVILLE | KY | 40067 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $30,000 |
| LABOR OF LOVE | |||||||
| 2920 LONE OAK RD STE 2 | PADUCAH | KY | 42001 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $10,000 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 NORTH HIGHTLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | TO PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $20,000 |
| LEXINGTON RESCUE MISSION | |||||||
| 444 GLEN ARVIN AVE P O BOX 1050 | LEXINGTON | KY | 40588 | NONE | PC | GIVE AID AND GOSPEL MESSAGE TO NEEDY | $25,000 |
| LIFE COMMUNITY INC | |||||||
| 523 NORTH 12TH STREET | PADUCAH | KY | 42001 | NONE | PC | SUPPORT CHRISTIAN OUTREACH TO FAMILIES OF PRISONERS | $10,000 |
| LIFEHOUSE MATERNITY HOME | |||||||
| 2710 RIEDLING DRIVE | LOUISVILLE | KY | 40206 | NONE | PC | SUPPORT CHRISTIAN MINISTRY | $27,000 |
| LINDSEY WILSON COLLEGE | |||||||
| 210 LINDSEY WILSON STREET | COLUMBIA | KY | 42728 | NONE | PC | PROVIDE CHRISTIAN EDUCATION | $30,000 |
| LOGOS MINISTRIES INC | |||||||
| P O BOX 2634 | PADUCAH | KY | 42002 | NONE | PC | SHARE THE GOSPEL | $25,000 |
| LONE OAK FIRST BAPTIST CHURCH | |||||||
| 3601 LONE OAK RD | PADUCAH | KY | 42001 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $60,000 |
| LITTLE LIGHTHOUSE OF CENTRAL KENTUCKY | |||||||
| 5509 VALLRYPARK DR | LOUISVILLE | KY | 40299 | NONE | PC | CHRISTIAN EDUCATION | $11,110 |
| LUTHER F CARSON FOUR RIVERS CENTER INC | |||||||
| 100 KENTUCKY AVE | PADUCAH | KY | 42001 | NONE | PC | SPONSOR & SUPPORT CULTURAL EVENTS | $1,290,000 |
| MANHOOD JOURNEY INC | |||||||
| 212 PRESTWICK PLACE | LOUISVILLE | KY | 40243 | NONE | PC | SHARE THE GOSPEL | $25,000 |
| MARCELLAS KITCHEN | |||||||
| P O BOX 272 119 MARIE LANE | BENTON | KY | 42053 | NONE | PC | TO FUND CHRISTIAN OUTREACH TO THE POOR | $20,000 |
| MARKET HOUSE THEATRE | |||||||
| 132 MARKET HOUSE SQUARE | PADUCAH | KY | 42001 | NONE | PC | LOCAL EDUCATIONAL PLAYS | $225,000 |
| MCCRACKEN COUNTY KY PUBLIC SCHOOLS | |||||||
| 5347 BENTON RD | PADUCAH | KY | 42003 | NONE | PC | SUPPORT LOCAL CULTURAL ACTIVITIES | $60,000 |
| MERCY HEALTH FOUNDATION-LOURDES | |||||||
| 1530 LONE OAK RD | PADUCAH | KY | 42001 | NONE | PC | CHRISTIAN MINISTRY - CHAPLAIN FOR PALLIATIVE CARE | $200,000 |
| MISSION PRE-BORN | |||||||
| P O BOX 78221 | INDIANAPOLIS | IN | 46278 | NONE | PC | SAVE LIVES FROM TERMINATION | $150,000 |
| KENTUCKY WESLEYAN COLLEGE | |||||||
| 3000 FREDERICA ST | OWENSBORO | KY | 42301 | NONE | PC | SUPPORT CHRISTIAN EDUCATION | $35,000 |
| MURRAY'S KIDS CARE FOR HUNGER | |||||||
| 1513 CHAUCER DR | MURRAY | KY | 42071 | NONE | PC | GIVE AID AND GOSPEL MESSAGE TO NEEDY | $5,000 |
| NATIONAL QUILT MUSEUM | |||||||
| 215 JEFFERSON ST | PADUCAH | KY | 42001 | NONE | PC | ENHANCE LOCAL CULTURAL ACTIVITIES | $60,000 |
| NEW PATHWAYS FOR CHILDREN | |||||||
| 3233 SHAW ROAD P O BOX 10 | MELBER | KY | 42069 | NONE | PC | CHRISTIAN OUTREACH TO THE POOR | $175,000 |
| NORTHSIDE BAPTIST CHRISTIAN SCHOOL | |||||||
| 711 N 12TH STREET | MAYFIELD | KY | 42066 | NONE | PC | PROVIDE CHRISTIAN EDUCATION TO YOUTH | $65,000 |
| OAK GROVE BAPTIST CHURCH | |||||||
| 2945 OAKS RD | PADUCAH | KY | 42003 | NONE | PC | TO FUND CHRISTIAN MINISTRYTO FUND CHRISTIAN MINISTRY | $15,000 |
| ONEIDA BAPTIST INSTITUTE | |||||||
| P O BOX 67 | ONEIDA | KY | 40972 | NONE | PC | PROVIDE CHRISTIAN EDUCATION | $30,000 |
| MARSHALL COUNTY KY SCHOOLS | |||||||
| 86 HIGH SCHOOL RD | BENTON | KY | 42025 | NONE | PC | PUBLIC EDUCATION | $10,000 |
| OUACHITA BAPTIST UNIVERSITY | |||||||
| 410 OUACHITA ST | ARKDELPHIA | AR | 41998 | NONE | PC | CHRISTIAN EDUCATION | $30,000 |
| MILLIGAN UNIVERSITY | |||||||
| P O BOX 1000 | MILLIGAN | TN | 37682 | NONE | PC | TO FUND CHRISTIAN EDUCATION | $10,000 |
| PADUCAH ALLIANCE OF NEIGHBORS | |||||||
| 300 FOUNTAIN AVENUE | PADUCAH | KY | 42001 | NONE | PC | CHRISTIAN OUTREACH TO THE POOR | $10,000 |
| PADUCAH LIFELINE MINISTRIES INC & LADIES LIVING FREE | |||||||
| 2806 MORGAN LANE | PADUCAH | KY | 42001 | NONE | PC | PROVIDE DRUG/ALCOHOL EDUCATION/PREVENTION/RESIDENTIAL PROGRAM FOR MEN/WOMEN | $180,000 |
| NEW HOPE CHILDRENS FOUNDATION | |||||||
| P O BOX 8467 | ENNIS | TX | 75120 | NONE | PC | CHRISTIAN EDUCATION | $20,000 |
| PADUCAH SINGERS | |||||||
| 100 RIDGEWOOD AVENUE | PADUCAH | KY | 42001 | NONE | PC | LOCAL CULTURAL ORGANIZATION | $15,000 |
| PADUCAH SYMPHONY ORCHESTRA | |||||||
| 2101 BROADWAY | PADUCAH | KY | 42001 | NONE | PC | SPONSOR & SUPPORT CULTURAL EVENTS | $370,000 |
| PAPPILLION CENTER | |||||||
| 103 JOHN E ROBINSON ST | PADUCAH | KY | 42001 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $15,000 |
| PORTLAND CHRISTIAN SCHOOL | |||||||
| 8509 WESTPORT ROAD | LOUISVILLE | KY | 40242 | NONE | PC | PROVIDE CHRISTIAN EDUCATION | $50,000 |
| PRACTICAL SHEPHERDING | |||||||
| 10015 FOXBORO DR | LOUISVILLE | KY | 40223 | NONE | PC | CHRISTIAN MINISTRY | $25,000 |
| PRAGER U | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | TO PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $35,000 |
| PRECEPT MINISTRIES | |||||||
| P O BOX 182218 | CHATTANNOGA | TN | 37422 | NONE | PC | CHRISTIAN MINISTRY | $75,000 |
| PRISON FELLOWSHIP MINISTRY | |||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | NONE | PC | TO FURTHER PRISON MINISTRY; RECIDIVISM IN PRISON | $70,000 |
| REALCLEAR FOUNDATION | |||||||
| 666 DUNDEE ROAD BLDG 600 | NORTHBROOK | IL | 60062 | NONE | PC | TO PRESERVE AMERICA'S JUDEO-CHRISTIAN HERITAGE | $15,000 |
| REFUGE FOR WOMEN | |||||||
| 342 WALLER AVE STE D | LEXINGTON | KY | 40504 | NONE | PC | TO PROVIDE CHRISTIAN OUTREACH TO THE POOR | $25,000 |
| PADUCAH COOPERATIVE MINISTRY | |||||||
| 402 LEGION DR | PADUCAH | KY | 42003 | NONE | PC | TO FUND CHRISTIAN OUTREACH TO THE POOR | $45,000 |
| REIDLAND UNITED METHODIST CHURCH | |||||||
| 5515 REIDLAND RD | PADUCAH | KY | 42003 | NONE | PC | CHRISTIAN OUTREACH - BUILDING WHEELCHAIR RAMPS FOR NEEDY | $15,000 |
| PATRIOT ACADEMY | |||||||
| 1776 PATRIOT WAY | COMFORT | TX | 78013 | NONE | PC | TO FUND PRESERVATION OF JUDEO-CHRISTIAN HERITAGE | $25,000 |
| RESTORE HAITI | |||||||
| P O BOX 680278 | FRANKLIN | TN | 37068 | NONE | PC | TO FUND CHRISTIAN OUTREACH TO THE POOR | $15,000 |
| RIVER CITY MISSION | |||||||
| P O BOX 1000 | PADUCAH | KY | 42002 | NONE | PC | TO FUND CHRISTIAN OUTREACH TO THE POOR AND HOMELESS | $60,000 |
| RIVER DISCOVERY CENTER | |||||||
| 117 SOUTH WATER STREET | PADUCAH | KY | 42001 | NONE | PC | ENHANCE LOCAL CULTURAL OPPORTUNITIES | $25,000 |
| ROOT SOURCE | |||||||
| 1114 HASKELL DRIVE | MELISSA | TX | 75454 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $15,000 |
| NEW COVENANT CHRISTIAN ACADEMY | |||||||
| P O BOX 348 | HARDIN | KY | 42048 | NONE | PC | CHRISTIAN OUTREACH TO THE POOR | $20,000 |
| SAMARITAN'S PURSE | |||||||
| 801 BAMBOO RD P O BOX 3000 | BOONE | NC | 28607 | NONE | PC | GIVE AID AND GOSPEL MESSAGE TO THE NEEDY | $50,000 |
| SAMFORD UNIVERSITY | |||||||
| 800 LAKESHORE DR | BIRMINGHAM | AL | 35229 | NONE | PC | TO FUND CHRISTIAN EDUCATION | $25,000 |
| SCARLET HOPE | |||||||
| 2305 SYCAMORE AVE | LOUISVILLE | KY | 40206 | NONE | PC | GIVE AID AND GOSPEL MESSAGE TO THE NEEDY | $40,000 |
| SERVANT PROJECT INTERNATIONAL | |||||||
| 2304 PARK ROW 18 | ARLINGTON | TX | 76013 | NONE | PC | CHRISTIAN OUTREACH TO THE POOR | $7,500 |
| SOUP FOR THE SOUL | |||||||
| 411 MAPLE STREET | MURRAY | KY | 42071 | NONE | PC | SHARE THE GOSPEL AND PROVIDE ASSISTANCE TO THE NEEDY | $15,000 |
| ST MARY' SCHOOL SYSTEM | |||||||
| 1243 ELMDALE ROAD | PADUCAH | KY | 42001 | NONE | PC | SUPPORT CHRISTIAN EDUCATION | $100,000 |
| STARFISH ORPHAN MINISTRY | |||||||
| P O BOX 7083 | PADUCAH | KY | 42002 | NONE | PC | CHRISTIAN OUTREACH - AIDING ORPHANS/ADOPTION | $150,000 |
| REACHOUT YOUTH SOLUTIONS | |||||||
| 700 PARKER SQUARE STE 150 | FLOWER MOUND | TX | 75028 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $50,000 |
| SUMMIT CHRISTIAN UNIVERSITY | |||||||
| P O BOX 1026 | MAYFIELD | KY | 42066 | NONE | PC | PROVIDE CHRISTIAN EDUCATION | $70,000 |
| SUS HIJOS | |||||||
| P O BOX 7902 | PADUCAH | KY | 42002 | NONE | PC | SHARE THE GOSPEL AND PROVIDE ASSISTANCE TO NEEDY | $50,000 |
| TAYLOR UNIVERISTY | |||||||
| 236 W READE AVE | UPLAND | IN | 46989 | NONE | PC | CHRISTIAN LIBERAL ARTS UNIVERSITY | $30,000 |
| SOUTHLAND BAPTIST TEMPLE | |||||||
| 927 YARBRO LANE | PADUCAH | KY | 42003 | NONE | PC | CHRISTIAN OUTREACH TO THE POOR | $15,000 |
| THE BED MINISTRY | |||||||
| 6830 SCALE RD | BENTON | KY | 42025 | NONE | PC | GIVE AID AND GOSPEL MESSAGE TO NEEDY | $8,000 |
| SUFFICENCY OF SCRIPTURES | |||||||
| P O BOX 4819 | WHEATON | IL | 60187 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $10,000 |
| THE NEW CRITERION | |||||||
| 900 BROADWAY STE 602 | NEW YORK | NY | 10003 | NONE | PC | PRESERVATION OF AMERICAN JUDEO-CHRISTIAN HERITAGE | $30,000 |
| SUNRISE CHILDRENS SERVICES | |||||||
| 300 HOPE STREET | WASHINGTON | KY | 40047 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $50,000 |
| TURNING POINT MINISTRIES | |||||||
| 911 SYCAMORE STREET | MURRAY | KY | 42071 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $12,000 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY RD | PHOENIX | AZ | 85044 | NONE | PC | PRESERVATION OF JUDEO-CHRISTIAN HERITAGE | $25,000 |
| SPEAK FOR THE UNBORN | |||||||
| 850 SOUTH 4TH ST | LOUISVILLE | KY | 40203 | NONE | PC | SUPPORT CHRISTIAN MINISTRY | $10,000 |
| UNITED INDIAN MISSIONS (UIM INTERNATIONAL) | |||||||
| P O BOX 336010 | GREELEY | CO | 80633 | NONE | PC | CHRISTIAN OUTREACH TO THE POOR | $15,000 |
| UNITED WE SERVE | |||||||
| 5645 U S HWY 59 SOUTH | JEFFERSON | TX | 75657 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $25,000 |
| UNITY CHRISTIAN SCHOOL | |||||||
| P O BOX 310 | ENERGY | IL | 62933 | NONE | PC | SUPPORT CHRISTIAN EDUCATION | $10,000 |
| UNLEASHED IN CHRIST MINISTRY | |||||||
| P O BOX 236 | PADUCAH | KY | 42002 | NONE | PC | SUPPORT CHRISTIAN MINISTRY | $15,000 |
| QUACHITA BAPTIST UNIVERSITY | |||||||
| 410 QUACHITA ST | ARKDELPHIA | AR | 71998 | NONE | PC | TO SUPPORT LOCAL CULTURAL ACTIVITIES | $50,000 |
| VICTORY THROUGH GRACE MINISTRIES | |||||||
| 3710 MAYFIELD-METROPOLIS RD | PADUCAH | KY | 42001 | NONE | PC | SUPPORT CHRISTIAN MINISTRY | $50,000 |
| WALLBUILDERS | |||||||
| P O BOX 397 | ALEDO | TX | 76008 | NONE | PC | PRESERVATION OF AMERICAN HERITAGE - EDUCATION ON FOUNDATIONAL PRINCIPLES | $50,000 |
| WEST UNION BAPTIST ASSOCIATION | |||||||
| 2541 OLIVET CHURCH RD | PADUCAH | KY | 42001 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $150,000 |
| WOMEN AWARE INC (MERRYMAN HOUSE) | |||||||
| P O BOX 98 | PADUCAH | KY | 42002 | NONE | PC | GIVE AID AND GOSPEL MESSAGE TO THE NEEDY | $15,000 |
| WORLD HARVEST MISSIONS INC | |||||||
| 3250 STEELE RD | WEST PADUCAH | KY | 42001 | NONE | PC | TO FUND CHRISTIAN MINISTRY | $20,000 |
| WORLD MISSIONS AND EVANGELISM (FULL GOSPEL FELLOWSHIP OF CHURCHES) | |||||||
| P O BOX 790 | BENTON | KY | 42025 | NONE | PC | CHRISTIAN MINISTRY - OVERSEAS MINISTRY | $250,000 |
| WYCLIFFE BIBLE TRANSLATORS | |||||||
| P O BOX 628200 | ORLANDO | FL | 32862 | NONE | PC | CHRISTIAN MINISTRYSUPPORT CHRISTIAN MISSION WORK | $50,000 |
| WALNUT GROVE PRESCHOOL | |||||||
| 85 WALNUT GROVE RD | BENTON | KY | 42025 | NONE | PC | CHRISTIAN EDUCATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,867,430 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,211 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,499,481 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,276 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,072,189 | 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 | $8,618,157 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,618,157 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | PROVIDES FUNDING FOR CONTRIBUTIONS |
| 8 | GAIN ON SALE OR REDEMPTION OF SECURITIES PLUS CAP. GAIN DISTRIBUTIONS |
| 7 | OTHER INVESTMENT INCOME FROM PASS-THROUGH ENTITIES (SCHEDULE ATTACHED) |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX RETURN PREPARATION | $9,500 | $9,500 | $0 |
| ACCOUNTING SERVICES | $12,800 | $12,800 | $0 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PECK MILFORD LLP CPA'S | PersonNm |
| Short Explanation | ACCOUNTING AND TAX RETURN PREPARATION FEES DEDUCTED ON LINE 16B IN THE AMOUNT OF $21,225 WERE PAID TO PECK & MILFORD LLP,CPA'S. J. ROBERT MILFORD IS A TRUSTEE OF THE FOUNDATION AND IS A PARTNER IN THE CPA FIRM OF PECK & MILFORD LLP, CPA'S. | ShortExplanationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ATTORNEY GENERAL'S OFFICE OF KENTUCKY STATED THAT THEY DO NOT REQUIRED FILING FROM A FOUNDATION THAT DOES NOT RAISE MONEY FROM THE PUBLIC. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $7,473,287 | EOYBookValueAmt |
| EOYFMV | $7,518,462 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS & ETF'S | StockNm |
| EOY Book Value | $18,299,107 | EOYBookValueAmt |
| EOYFMV | $29,204,363 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,207,403 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,205,930 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO 2837-4937 HEDGE FUNDS | AT COST | $1,700,033 | $2,321,908 |
| UBS 00278 ALPHAKEYS REAL ESTATE OPPORT. | AT COST | $279,974 | $566,555 |
| TIAA EVERBANK GOLD | AT COST | $542,405 | $1,576,921 |
| TIAA EVERBANK SILVER | AT COST | $1,182,942 | $2,855,085 |
| TIAA EVERBANK U.S. DOLLARS | AT COST | $76 | $76 |
| UBS 00278 TRUMBULL GROWTH & INCOME | AT COST | $1,442,307 | $1,280,050 |
| CERTIFICATES OF DEPOSIT | AT COST | $1,493,334 | $1,504,062 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME-IN-TRANSIT 12/31 | Desc |
| BOY Book Value | $21,998 | BOYBookValueAmt |
| EOY Book Value | $8,357 | EOYBookValueAmt |
| EOYFMV | $8,357 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENTS FOR K-1 ENTITIES | $91,402 |
| INVESTMENT INCOME FROM PASS-THRU ENTITIES NOT RECORDED ON BOOKS | $24,276 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY EXPENSES | $305,768 | $305,768 | $0 |
| OFFICE EXPENSES | $2,489 | $0 | $0 |
| MILEAGE ALLOWANCE | $1,338 | $0 | $0 |
| OTHER | $79 | $0 | $0 |
| APOLLO EUROPEAN CREDIT FUND SCHEDULE K-1 INVESTMENT LOSS: EIN 45-2853824 | $76,841 | $76,841 | $0 |
| ALPHAKEYS REAL ESTATE OPPORT FUND-SCHEDULE K-1 INVEST. LOSS EIN: 47-2937270 | $12,681 | $12,681 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GRAHAM ALTERNATIVE INVESTMENT FD EIN: 20-4897149 | $13,278 | $13,278 | $13,278 |
| TRUMBULL PROPERTY GROWTH & INCOME FD EIN: 80-0227394 | $6,832 | $6,832 | $6,832 |
| CORBIN PINEHUST ASP FUND EIN: 27-0365766 | $4,166 | $4,166 | $4,166 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CASH DISTRIBUTIONS FROM K-1 ENTITIES (PASS-THRU ENTITIES) | $35,024 |
| INVESTMENT LOSSES FROM PASS-THRU ENTITIES NOT RECORDED ON BOOKS | $89,522 |
| NON DIVIDEND DISTRIBUTIONS | $5,795 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES (CUSTODIAL FEES) | CategoryTxt |
| Amt | $38,750 | Amt |
| Net Investment Income | $38,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAX PAID | $20,111 | $0 | $0 |
| FEDERAL EXCISE TAXES ON INV,INCOME-NET OF REFUND ON FORM 990-T OF 17,500 | $118,289 | $0 | $0 |
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