MT BRILLIANT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MT BRILLIANT FOUNDATION (EIN 26-1093418)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349103433
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T13:19:41-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 N WHITTINGTON PKWY STE 400 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40222 | 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 | 261093418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MT BRILLIANT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | (FORMERLY HGG FAMILY FOUNDATION) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MTBR | BusinessNameControlTxt |
| Phone | 8592931991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3314 HUFFMAN MILL PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUTTON G GOODMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8592931991 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA HICKS | PreparerPersonNm |
| PTIN | P00687131 | PTIN |
| Phone | 5025896050 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,457,794 | 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 | $14,607 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,607 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,401 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,401 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $981,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,495,575 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $981,402 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,099,410 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,099,410 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,655 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,328 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,327 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $34,915 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,915 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,881 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,825 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $56 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,664 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,068 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,492,567 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,492,567 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,549,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,068 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,493,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$450,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,061,342 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $402,516 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $407,924 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $407,924 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,240 | AcctRcvblAmt |
| Acct Rcvbl EOY | $4,240 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,240 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,641,755 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,185,753 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,016,930 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $28,700 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,700 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,700 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,072,971 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,626,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,457,794 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,714 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,632 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,714 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,632 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,068,257 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,622,985 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,068,257 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,622,985 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,072,971 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,626,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,068,257 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$450,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $2,622,985 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,622,985 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,495,575 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,514,173 | CostOrOtherBasisAmt |
| Gain Or Loss | $981,402 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $981,402 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $981,402 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,299 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,799 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $143 | EsPenaltyAmt |
| Overpayment | $3,903 | OverpaymentAmt |
| Applied To ES Tax | $3,903 | 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 |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE MT BRILLIANT FAMILY FDTN | IndividualWithBooksNm |
| Phone | 8592931991 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3314 HUFFMAN MILL PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| HANNAH JANE GOODMAN | ||||||||
| 3314 HUFFMAN MILL PIKE | LEXINGTON | KY | 40511 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HAROLD G GOODMAN | ||||||||
| 3314 HUFFMAN MILL PIKE | LEXINGTON | KY | 40511 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HUTTON GREGORY GOODMAN | ||||||||
| 3314 HUFFMAN MILL PIKE | LEXINGTON | KY | 40511 | CHAIR, DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBECCA GOODMAN | ||||||||
| 3314 HUFFMAN MILL PIKE | LEXINGTON | KY | 40511 | TREASURER, DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY JANE GOODMAN ROSENSTEIN | ||||||||
| 3314 HUFFMAN MILL PIKE | LEXINGTON | KY | 40511 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| H VITERBO GOODMAN | ||||||||
| 3314 HUFFMAN MILL PIKE | LEXINGTON | KY | 40511 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GAY BREDIN | ||||||||
| 3314 HUFFMAN MILL PIKE | LEXINGTON | KY | 40511 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,744,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $447,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,700 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,220,875 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,220,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,127,562 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $306,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $306,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,753 | TotalTaxAmt |
| Distributable Before Adj | $291,625 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $296,625 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $296,625 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,493,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,493,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $296,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $741,836 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $790,719 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $173,347 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $791,279 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,497,181 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,493,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $296,625 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,197,325 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,694,506 | 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 | $741,836 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,952,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $790,719 | ExcessFromYear4Amt |
| Excess From Year3 | $173,347 | ExcessFromYear3Amt |
| Excess From Year1 | $791,279 | ExcessFromYear1Amt |
| Excess From Current Year | $1,197,325 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HUTTON GREGORY GOODMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLUEGRASS COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 2134 NICHOLASVILLE ROAD STE 3 | LEXINGTON | KY | 40503 | N/A | PC | GENERAL SUPPORT | $10,000 |
| BLUEGRASS LAND CONSERVANCY | |||||||
| 450 OLD VINE ST 200 | LEXINGTON | KY | 40507 | N/A | PC | GENERAL SUPPORT | $20,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 3050 SCIENCE PARK DRIVE AC 322 | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL SUPPORT | $200,000 |
| FAYETTE ALLIANCE FOUNDATION | |||||||
| 169 N LIMESTONE SUITE 1B | LEXINGTON | KY | 40507 | N/A | PC | GENERAL SUPPORT | $165,000 |
| FRATERNAL ORDER OF POLICE | |||||||
| 1097 DUVAL STREET | LEXINGTON | KY | 40515 | N/A | PC | GENERAL SUPPORT | $2,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | N/A | PC | GENERAL SUPPORT | $25,000 |
| GLUCK EQUINE RESEARCH CENTER | |||||||
| S123 AG SCIENCE CENTER NORTH | LEXINGTON | KY | 40546 | N/A | PC | GENERAL SUPPORT | $10,000 |
| GOD'S PANTRY | |||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | N/A | PC | GENERAL SUPPORT | $5,000 |
| KENTUCKY EQUINE EDUCATION PROJECT | |||||||
| 2560 RICHMOND ROAD SUITE 200 | LEXINGTON | KY | 40509 | N/A | PC | GENERAL SUPPORT | $5,000 |
| KENTUCKY HORSE PARK FOUNDATION | |||||||
| 4089 IRON WORKS PARKWAY | LEXINGTON | KY | 405118400 | N/A | PC | GENERAL SUPPORT | $8,500 |
| LEXINGTON HUMANE SOCIETY | |||||||
| 1600 OLD FRANKFORT PIKE | LEXINGTON | KY | 40504 | N/A | PC | GENERAL SUPPORT | $3,000 |
| LEXINGTON PUBLIC LIBRARY | |||||||
| 140 EAST MAIN STREET | LEXINGTON | KY | 40507 | N/A | PC | GENERAL SUPPORT | $2,500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET STE 540 | BOSTON | MA | 02114 | N/A | PC | GENERAL SUPPORT | $10,000 |
| MD ANDERSON CANCER CENTER | |||||||
| UNIT 705 PO BOX 301439 | HOUSTON | TX | 772301439 | N/A | PC | GENERAL SUPPORT | $200,000 |
| RACHASHEI LEV | |||||||
| 244 FIFTH AVENUE SUITE 2414 | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $25,000 |
| SAYRE SCHOOL | |||||||
| 194 NORTH LIMESTONE | LEXINGTON | KY | 40507 | N/A | PC | GENERAL SUPPORT | $112,742 |
| THE HARPETH CONSERVANCY | |||||||
| 215 JAMESTOWN PARK | BRENTWOOD | TN | 37027 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE RACE FOR EDUCATION | |||||||
| 2560 RICHMOND ROAD SUITE 200 | LEXINGTON | KY | 40509 | N/A | PC | GENERAL SUPPORT | $37,989 |
| THE RANCH - TEAMMATES FOR LIFE | |||||||
| 310 US-71 | SAUK CENTRE | MN | 56378 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THOROUGHBRED CHARITIES OF AMERICA | |||||||
| 2365 HARRODSBURG ROAD | LEXINGTON | KY | 40504 | N/A | PC | GENERAL SUPPORT | $20,000 |
| THOROUGHBRED RETIREMENT FOUNDATION | |||||||
| POST OFFICE BOX 834 | SARATOGA SPRINGS | NY | 12866 | N/A | PC | GENERAL SUPPORT | $1,000 |
| TOWN BRANCH PARK | |||||||
| 249 EAST MAIN STREET SUITE 201 | LEXINGTON | KY | 40507 | N/A | PC | GENERAL SUPPORT | $50,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | GENERAL SUPPORT | $25,000 |
| UK CHILDREN'S HOSPITAL | |||||||
| 800 ROSE ST | LEXINGTON | KY | 40503 | N/A | PC | GENERAL SUPPORT | $5,000 |
| UK MARKEY CANCER FOUNDATION | |||||||
| 800 ROSS STREET CC160 | LEXINGTON | KY | 40536 | N/A | PC | GENERAL SUPPORT | $21,836 |
| UNBRIDLED THOROUGHBRED FOUNDATION | |||||||
| PO BOX 122 | GREENVILLE | NY | 12083 | N/A | PC | GENERAL SUPPORT | $3,000 |
| UNIVERSITY OF KENTUCKY | |||||||
| WM B STURGILL PHILANTHROPY BUILDING | LEXINGTON | KY | 405060015 | N/A | PC | GENERAL SUPPORT | $400,000 |
| UNIVERSITY OF KENTUCKY HEALTHCARE | |||||||
| 1400 NICHOLASVILLE RD | LEXINGTON | KY | 40503 | N/A | PC | GENERAL SUPPORT | $95,000 |
| BAPTIST HEALTH FOUNDATION | |||||||
| 1901 CAMPUS PLACE | LOUISVILLE | KY | 40299 | N/A | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,492,567 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,607 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,401 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $981,402 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,099,410 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,099,410 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS, 800 SHS | $20,885 | $88,056 |
| ADOBE,INC., 125 SHS | $54,841 | $74,575 |
| AERCAP HOLDINGS NV, 411 SHS | $22,170 | $30,546 |
| ALPHABET INC, 1,665 SHS | $104,802 | $234,648 |
| AMAZON COM INC., 1,448 SHS | $193,439 | $220,009 |
| AON PLC, 62 SHS | $8,702 | $18,043 |
| APPLE, INC., 2,150 SHS | $15,232 | $413,940 |
| ASTRAZENECA PLC SPONSORED ADR, 800 SHS | $52,400 | $53,880 |
| AUTOMATIC DATA PROCESSING, 445 SHS | $18,319 | $103,672 |
| BAYER G SPONSORED ADR, 1,429 SHS | $21,144 | $13,271 |
| BLACKROCK, INC., 165 SHS | $30,395 | $133,947 |
| CANADIAN PACIFIC RAILWAY LTD, 1,000 SHS | $23,030 | $79,060 |
| CAPITAL ONE FINL, 179 SHS | $16,305 | $23,470 |
| CHARTER COMMUNICATIONS INC, 29 SHS | $8,612 | $11,272 |
| CHEVRON CORPORATION, 650 SHS | $53,037 | $96,954 |
| CME GROUP INC, 300 SHS | $55,057 | $63,180 |
| COCA COLA COMPANY, 950 SHS | $25,042 | $55,984 |
| COMCAST CORPORATION, 2,004 SHS | $49,866 | $87,875 |
| CONOCOPHILLIPS, 853 SHS | $64,264 | $99,008 |
| ELEVANCE HEALTH INC, 50 SHS | $18,251 | $23,578 |
| EXXON-MOBIL CORPORATION, 255 SHS | $17,167 | $25,495 |
| GENERAL ELECTRIC CO COM, 278 SHS | $15,651 | $35,481 |
| GOLDMAN SACHS GROUP, INC., 91 SHS | $17,785 | $35,105 |
| HESS CORP COM, 735 SHS | $73,110 | $105,958 |
| HILTON WORLDWIDE HLDGS INC., 103 SHS | $6,061 | $18,755 |
| INTERCONTINENTAL EXCHANGE, INC., 400 SHS | $37,794 | $51,372 |
| INTUIT INC. COM, 125 SHS | $38,000 | $78,129 |
| LAUDER ESTEE COS, INC., 330 SHS | $15,716 | $48,262 |
| LIBERTY BROADBAND CORP, 192 SHS | $14,756 | $15,473 |
| LINDE PLC, 275 SHS | $44,953 | $112,945 |
| MARRIOTT INTL INC, 509 SHS | $66,726 | $114,785 |
| MASTERCARD INC, 200 SHS | $69,234 | $85,302 |
| MCDONALDS CORP, 355 SHS | $24,280 | $105,261 |
| META PLATFORM, INC. , 137 SHS | $16,037 | $48,493 |
| MICROSOFT CORPORATION, 1,388 SHS | $75,014 | $521,944 |
| NESTLE SA, 200 SHS | $6,440 | $23,171 |
| NETFLIX INC, 69 SHS | $13,383 | $33,595 |
| NIKE INC., 525 SHS | $42,876 | $56,999 |
| NOVO-NORDISK, 2,960 SHS | $43,867 | $306,212 |
| OCCIDENTAL PETE CORP DEL COM - 88 SHS | $5,510 | $5,254 |
| OTIS WORLDWIDE CORP, 240 SHS | $9,455 | $21,473 |
| PEPSICO, INC., 470 SHS | $31,267 | $79,825 |
| PHILIP MORRIS INT'L INC., 670 SHS | $30,693 | $63,033 |
| PROCTER & GAMBLE COMPANY, 355 SHS | $20,541 | $52,022 |
| PROGRESSIVE CORP, 530 SHS | $47,059 | $84,418 |
| PROSUS N V SPONSORED ADR, 2,598 SHS | $16,189 | $15,489 |
| RTX CORPORATION, 480 SHS | $21,038 | $40,387 |
| S&P GLOBAL INC., 165 SHS | $41,708 | $72,686 |
| SAFRAN S A SPON ADR, 765 SHS | $23,733 | $33,688 |
| SAP SE ADR, 149 SHS | $19,766 | $23,034 |
| SHELL PLC SPON ADS, 628 SHS | $34,689 | $41,322 |
| SHERWIN WILLIAMS CO., 290 SHS | $50,357 | $90,451 |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR, 195 SHS | $18,224 | $20,280 |
| TEXAS INSTRUMENTS INC., 750 SHS | $22,348 | $127,845 |
| UNION PACIFIC CORP, 400 SHS | $32,425 | $98,248 |
| UNITEDHEALTH GROUP INC., 397 SHS | $126,374 | $209,009 |
| VISA INC., 543 SHS | $106,594 | $141,370 |
| WELLS FARGO & CO, 702 SHS | $21,101 | $34,553 |
| WOODWARD INC, 109 SHS | $12,039 | $14,838 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PAINTING (INVESTMENT) | AT COST | $25,000 | $25,000 |
| SCULPTURE (INVESTMENT) | AT COST | $3,700 | $3,700 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,655 | LegalFeesAmt |
| Net Investment Income | $1,328 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,327 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $6,664 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR PERIOD CHARITABLE DISBURSEMENT | Desc |
| Amt | $5,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENDING ACTIVITY | Desc |
| BOY Book Value | $4,714 | BOYBookValueAmt |
| EOY Book Value | $3,632 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $34,915 | Amt |
| Net Investment Income | $34,915 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,784 | $1,784 | $0 |
| FEDERAL EXCISE TAX | $11,000 | $0 | $0 |
| KY ANNUAL FILING FEES | $15 | $0 | $15 |
| BANK FEES | $82 | $41 | $41 |