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GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR (EIN 62-6323993)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202601319349102245
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T12:52:57-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN934967814PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATA ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 SOUTHTOWN BLVD STE 3AddressLine1Txt
CityOWENSBOROCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42303ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN626323993EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TYGDH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTYGDBusinessNameControlTxt
Phone5028953535PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1312 WHITTINGTON PKWY STE 201AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENDALL M BIELAKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5028953535PhoneNum
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTOPHER KEMPPreparerPersonNm
PTINP01012192PTIN
Phone2706918981PhoneNum
Preparation2026-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,296,324FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,115,909ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$32,368DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,368DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$161,714NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$204,742GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,986,563TotalRevAndExpnssAmt
Total Net Invst Incm$32,368TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,145OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,145OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$22,789TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,684TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,645TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$130,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$130,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$159,184TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,645TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$130,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,827,379ExcessRevenueOverExpensesAmt
Net Investment Income$26,723NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$253,256SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$216,399SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$216,399SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$753,570CorporateStockBOYAmt
Corporate Stock EOY$905,647CorporateStockEOYAmt
Corporate Stock EOYFMV$4,079,925CorporateStockEOYFMVAmt
Total Assets BOY$1,006,826TotalAssetsBOYAmt
Total Assets EOY$1,122,046TotalAssetsEOYAmt
Total Assets EOYFMV$4,296,324TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,006,826CapitalStockBOYAmt
Capital Stock EOY$1,122,046CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,006,826TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,122,046TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,006,826TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,122,046TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,006,826TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,827,379ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,834,205SubtotalAmt
Other Decreases$1,712,159OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,122,046TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERMP$4,056$194,639-$190,583-$190,583
LONG TERMP$200,686$171,817$28,869$28,869
FieldValueIRS element (for citing)
Capital Gain Net Income-$161,714CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$371InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$371SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$371TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,300EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,300TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$11,929OverpaymentAmt
Applied To ES Tax$11,929AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHURCHILL FINANCIALIndividualWithBooksNm
Phone5028953535PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1312 WHITTINGTON PKWY STE 201AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40222ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH M BIELAK
312 WHITTINGTON PKWY STE 201LOUISVILLEKY402224925MEMBER ADVISORY2.00$0$0$0
GAYLA S HARRIS
312 WHITTINGTON PKWY STE 201LOUISVILLEKY402224925MEMBER ADVISORY2.00$0$0$0
KENDALL M BIELAK
312 WHITTINGTON PKWY STE 201LOUISVILLEKY402224925TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,486,238AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$83,224AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,569,462TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,569,462AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,542CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,530,920NetVlNoncharitableAssetsAmt
Minimum Investment Return$126,546MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126,546MinimumInvestmentReturnAmt
Tax Based On Investment Income$371TaxBasedOnInvestmentIncomeAmt
Total Tax$371TotalTaxAmt
Distributable Before Adj$126,175DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$126,175DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$126,175DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$130,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$130,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$126,175DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$3,469ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,469TotalExcessDistributionCyovAmt
Qualifying Distributions$130,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$126,175AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,575RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,044TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,044ExcessDistriCyovToNextYrAmt
Excess From Year1$3,469ExcessFromYear1Amt
Excess From Current Year$4,575ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGAYLA S HARRISContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INTERFAITH CLINIC
315 GILL AVEKNOXVILLETN37917PCCHARITABLE$30,000
CHARLOTTESVILLE ALBEMARLE SPCA
3355 STATE RTE 1403CHARLOTTESVILLEVA22901PCCHARITABLE$5,000
UNIVERSITY OF VIRGINIA
400 EMMERT ST SCHARLOTTESVILLEVA22903PCCHARITABLE$7,500
UT MEDICAL CENTER
320 STUDENT SERVICES BLDGKNOXVILLETN37996PCCHARITABLE$5,000
EMERALD YOUTH FOUNDATION
1014 HEISKELL AVEKNOXVILLETN37921PCCHARITABLE$5,000
RICE UNIVERSITY
6100 MAIN STHOUSTONTX77005PCCHARITABLE$2,500
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRFAIRFAXVA22030PCCHARITABLE$2,500
SECOND HARVEST
136 HARVEST LANEMARYVILLETN37801PCCHARITABLE$5,000
BOY AND GIRLS CLUB OF TN VALLEY
317 MCCONNELL STKNOXVILLETN37915PCCHARITABLE$1,000
DEVINE CHILD
1001 NORTH SILVERY LANEDEARBORNMI48128PCCHARITABLE$500
USA DEAF SPORTS
4001 BUCKEYSTOWN PIKEBUCKEYSTOWNMD21717PCCHARITABLE$1,000
MICHIGAN STATE UNIVERSITY
426 AUDITORIUM RDEAST LANSINGMI48824PCCHARITABLE$1,000
POSITIVELY LIVING CHOICE HEALTH
1925 AILOR AVEKNOXVILLETN37918PCCHARITABLE$10,000
BEARDEN METHODIST CHURCH
PO BOX 11065KNOXVILLETN37939PCCHARITABLE$3,000
TN ACADEMY OF FAMILY PHYSICIANS
212 OVERLOOK CIRBRENTWOODTN37027PCCHARITABLE$1,000
THE DEPARTMENT OF OBGYN RESIDENCY
2121 MEDICAL CENTER WAY STE 110KNOXVILLETN37920PCCHARITABLE$15,000
FAMILIES MOVING FORWARD
300 N QUEEN STDURHAMNC27701PCCHARITABLE$5,000
DIAPER BANK OF NC
437 DIMMOCKS MILL RD 1HILLSBOROUGHNC27278PCCHARITABLE$5,000
FEEDING THE CAROLINAS
6255 TOWNCENTER DRCLEMMONSNC27012PCCHARITABLE$5,000
FISH
PO BOX 230103ANCHORAGEAK99523PCCHARITABLE$5,000
HELEN ROSS MCNABB FOUNDATION
200 TECH CENTER DRKNOXVILLETN37912PCCHARITABLE$2,500
SAFE HARBOR
308 LETTERMAND RD SWKNOXVILLETN37919PCCHARITABLE$5,000
THE EMPTY STOCKING FUND
693 HUMPHRIES ST SWATLANTAGA30310PCCHARITABLE$2,500
UNIVERSITY OF MICHIGAN
500 S STATE STANN ARBORMI48109PCCHARITABLE$500
WESLEY HOUSE
1719 REYNOLDS STKNOXVILLETN37921PCCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$130,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,368ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$161,714ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$129,346ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$129,346TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
GAYLA S HARRIS
1312 WHITTINGTON PKWY STE 201LOUISVILLEKY40222$975,844Yes (X)
HARRIS FOUNDATION
2312 WHITTINGTON PKWY STE 201LOUISVILLEKY40222$588,000Yes (X)
HARRIS FAMILY LEAD TRUST #2
3312 WHITTINGTON PKWY STE 201LOUISVILLEKY40222$180,000Yes (X)
HARRIS FOUNDATION
4312 WHITTINGTON PKWY STE 201LOUISVILLEKY40222$154,065Yes (X)
HARRIS FOUNDATION
5312 WHITTINGTON PKWY STE 201LOUISVILLEKY40222$218,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
18,750 SHARES OF WALMART$975,8442025-12-23
27,000 SHARES OF WALMART$588,0002025-04-09
41,500 SHARES OF WALMART$154,0652025-11-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$750Amt
Net Investment Income$500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$905,647EOYBookValueAmt
EOYFMV$4,079,925EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV TO COST BASIS ADJUSTMENTDesc
Amt$1,712,159Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEECategoryTxt
Amt$5,145Amt
Net Investment Income$5,145NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$22,789Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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