THE LUCYLE S LOVE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE LUCYLE S LOVE FOUNDATION (EIN 57-0902382)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-19
- IRS object ID
- 202401719349100605
- Schema version
- 2023v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-19T11:01:48-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821217631 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COPPER ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 LOWNDES HILL RD BLDG 2 102 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570902382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUCYLE LOVE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DON R MCALISTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCY | BusinessNameControlTxt |
| Phone | 8644517220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 SPRING TREE DRIVE | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29681 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON R MCALISTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8646750445 | PhoneNum |
| Signature | 2024-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DON | PersonFirstNm |
| Person Last | MCALISTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCIS HORTON | PreparerPersonNm |
| PTIN | P00115827 | PTIN |
| Phone | 8644074200 | PhoneNum |
| Preparation | 2024-06-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,619,335 | 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 | $63,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $410,185 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,516 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $144,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,678 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $522 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $522 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,465 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,459 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,006 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,337 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,356 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,697 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $140,362 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $97,480 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $797,917 | CorporateStockBOYAmt |
| Corporate Stock EOY | $819,753 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,857,079 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $539,820 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $542,685 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $524,193 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $68,208 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $103,200 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $140,583 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,546,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,553,166 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,619,335 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,546,307 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,553,166 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,546,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,553,166 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,546,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,553,166 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,546,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,859 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,553,166 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,553,166 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | P | $10,365 | $17,291 | -$6,926 | -$6,926 |
| PUBLIC TRADED SECURITIES | P | $310,998 | $254,751 | $56,247 | $56,247 |
| PUBLIC TRADED SECURITIES | P | $88,753 | $57,627 | $31,126 | $31,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,516 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,441 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,441 | SubtotalAmt |
| Tax Based On Investment Income | $1,441 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,310 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,310 | TotalPaymentsAndCreditsAmt |
| Tax Due | $131 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DON R MCALISTER | IndividualWithBooksNm |
| Phone | 8644517220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 SPRING TREE DR | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DON R MCALISTER | ||||||||
| 24 SPRING TREE DR | SIMPSONVILLE | SC | 29681 | TRUSTEE | 2.00 | $20,000 | $0 | $0 |
| DAVID VICKERY | ||||||||
| 308 BELMONT AVE | GREENVILLE | SC | 29601 | TRUSTEE | 2.00 | $20,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,344,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,626 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,461,986 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,461,986 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,930 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,425,056 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,253 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,253 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,441 | TotalTaxAmt |
| Distributable Before Adj | $119,812 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $119,812 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $119,812 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,356 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $97,356 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,812 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,117 | UndistributedIncomePYAmt |
| Qualifying Distributions | $97,356 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,117 | AppliedToYear1Amt |
| Applied To Current Year | $82,239 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $37,573 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD R MCALISTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 SPRING TREE DRIVE | AddressLine1Txt |
| City | SIMPSONVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8644517220 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION SHOULD BE SUBMITTED ON THE FORM DESIGNED BY THE LUCYLE S LOVE FOUNDATION. THE APPLICATION SHOULD INCLUDE THE FOLLOWING INFORMATION: PARENT/GUARDIAN NAMES AND NUMBER OF CHILDREN LIVING IN THE HOME; EXTRACURRICULAR ACTIVITIES; SPECIAL INTEREST AND TALENTS; WORK EXPERIENCE; SCHOOL PLANNING TO ATTEND; AND WHY THEY ARE APPLYING FOR THIS SCHOLARSHIP. APPLICANTS SHOULD INCLUDE AN OFFICIAL HIGH SCHOOL TRANSCRIPT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | IT MUST BE USED FOR EDUCATIONAL PURPOSES ONLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CLEMSON UNIVERSITY | ||||||||
| 105 SIKES HALL | CLEMSON | SC | 29634 | N/A | GOV | SCHOLARSHIP | $6,000 | |
| ELEOS MINISTRY | ||||||||
| 110 S PLEASANTBURG DR | GREENVILLE | SC | 29607 | NONE | PC | TO FURTHER EXEMPT PROGRAMS | $3,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | PC | SCHOLARSHIP | $9,000 | |
| GREENVILLE ARP CHURCH | ||||||||
| 741 CLEVELAND ST | GREENVILLE | SC | 29601 | N/A | PC | TO FURTHER EXEMPT PROGRAMS | $7,000 | |
| GREENVILLE CHORALE | ||||||||
| PO BOX 16851 | GREENVILLE | SC | 29606 | N/A | PC | TO FURTHER EXEMPT PURPOSE | $13,350 | |
| GREENVILLE TEXTILE HERITAGE | ||||||||
| 60 SMYTHE ST | GREENVILLE | SC | 29611 | N/A | PF | TO FURTHER EXEMPT PROGRAMS | $10,000 | FOUNDATION |
| OUTREACH NORTH AMERICA | ||||||||
| 918 S PLEASANTBURG DR | GREENVILLE | SC | 29607 | NONE | PC | TO FURTHER EXEMPT PROGRAMS | $2,000 | |
| PALMETTO MIDDLE SCHOOL | ||||||||
| 804 HAMILTON ST | WILLIAMSTON | SC | 29697 | N/A | GOV | TO FURTHER EXEMPT PURPOSE | $2,000 | |
| SC CHRISTIAN FOUNDATION | ||||||||
| 7 BOYCE AVE | GREENVILLE | SC | 29601 | N/A | PC | TO FURTHER EXEMPT PURPOSE | $15,000 | |
| SIMPSONVILLE UNITED METHODIST | ||||||||
| 215 SE MAIN ST | SIMPSONVILLE | SC | 29681 | N/A | PC | TO FURTHER EXEMPT PROGRAMS | $3,000 | CHURCH |
| UNIVERSITY OF KENTUCKY | ||||||||
| 410 ADMINISTRATION DR | LEXINGTON | KY | 40506 | NONE | GOV | SCHOLARSHIP | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,680 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,516 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $144,196 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,196 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY INVESTMENTS | BondNm |
| EOY Book Value | $542,685 | EOYBookValueAmt |
| EOYFMV | $524,193 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $819,753 | EOYBookValueAmt |
| EOYFMV | $1,857,079 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED PRODUCTS | AT COST | $51,329 | $92,608 |
| OTHER SECURITIES | AT COST | $51,871 | $47,975 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT MANAGEMENT FEES | $15,453 | $15,453 | |
| BANK CHARGES | $12 | $6 | $6 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $522 | Amt |
| Net Investment Income | $522 | NetInvestmentIncomeAmt |