JAMES GRAHAM BROWN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAMES GRAHAM BROWN FOUNDATION INC (EIN 61-0724060)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202343139349101579
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T13:36:02-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611064249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMING MALONE LIVESAY & OSTROFF PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 SHELBYVILLE RD STE 1100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402225187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610724060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES GRAHAM BROWN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 5028962440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 471 WEST MAIN STREET SUITE 401 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MASON RUMMEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5028962440 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MASON | PersonFirstNm |
| Person Last | RUMMEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE N KOENIG | PreparerPersonNm |
| PTIN | P01022180 | PTIN |
| Phone | 5024269660 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $332,997,825 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $128,344 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $128,344 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,978,636 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,489,314 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,606,388 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $108,946,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,107,281 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $906,370 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $754,391 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,619,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,479,330 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $783,293 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $222,635 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $479,323 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $441,141 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $429,116 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $264,350 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $44,387 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $195,595 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $54,264 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $30,044 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,220 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $674,024 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $594,461 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $79,563 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $157,140 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $92,777 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,734 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19,368 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $138,128 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $34,532 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $103,596 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $34,237 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,664 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,573 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $507,998 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,754,769 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $189,605 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,118,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,797,769 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,558,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,492,252 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,117,272 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,611,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,797,769 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,676,097 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,991,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,681,561 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,635,732 | CashEOYAmt |
| Cash EOYFMV | $1,635,732 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,482,077 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,588,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,588,999 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $68,125 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,184,044 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $68,125 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $68,125 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $75,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $150,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $75,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $75,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $582,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $582,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $22,588,404 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,765,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,765,581 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $367,578,190 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $292,428,439 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $292,428,439 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $236,018 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $106,685 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $148,701 | LandBOYAmt |
| Land EOY | $129,333 | LandEOYAmt |
| Land EOYFMV | $129,333 | LandEOYFMVAmt |
| Other Assets BOY | $122,023 | OtherAssetsBOYAmt |
| Other Assets EOY | $724,616 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $724,616 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $402,253,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $332,997,825 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $332,997,825 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $458,485 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $554,783 | AccountsPayableEOYAmt |
| Grants Payable BOY | $875,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,250,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,600,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,355,643 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,933,485 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,160,426 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $399,319,954 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $328,837,399 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $399,319,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $328,837,399 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $402,253,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $332,997,825 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $399,319,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,991,457 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $386,328,497 | SubtotalAmt |
| Other Decreases | $57,491,098 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $328,837,399 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| K-1 GAINS/LOSSES | P | $2,500,893 | $2,500,893 | ||
| NUVEEN US BANK - PUBLICLY TRADED SECURITIES | P | -$1,321,323 | -$1,321,323 | $108,625,922 | $109,947,245 |
| NUVEEN CAPITAL GAIN DISTRIBUTION | P | $2,747,387 | $2,747,387 | ||
| HILLIARD LYONS - PUBLICLY TRADED SECURITIES | P | $180,324 | $180,324 | $320,487 | $140,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,107,281 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $120,674 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $120,674 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $120,674 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $540,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $540,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,707 | EsPenaltyAmt |
| Overpayment | $417,619 | OverpaymentAmt |
| Applied To ES Tax | $150,000 | AppliedToESTaxAmt |
| Refund | $267,619 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | 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 | JGBF.ORG | WebsiteAddressTxt |
| Individual With Books | MASON B RUMMEL PRESIDENT | IndividualWithBooksNm |
| Phone | 5028962440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 471 WEST MAIN STREET SUITE 401 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN CAMPBELL | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | CHAIRMAN | 10.00 | $50,000 | $0 | $0 |
| CRIT LUALLEN | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | VICE CHAIR | 1.00 | $17,600 | $0 | $0 |
| BEN CHANDLER | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | TRUSTEE | 1.00 | $18,000 | $0 | $0 |
| ANGIE EVANS | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | TRUSTEE | 1.00 | $18,400 | $0 | $0 |
| RUDY GERNERT | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DOUG GRISSOM | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | TRUSTEE | 1.00 | $13,950 | $0 | $0 |
| AUDWIN HELTON | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | TRUSTEE | 1.00 | $16,600 | $0 | $0 |
| LOPA MEHROTRA | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | TRUSTEE | 1.00 | $19,200 | $0 | $0 |
| R ALEX RANKIN | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | TRUSTEE | 1.00 | $18,800 | $0 | $0 |
| STEPHEN REILY | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | TRUSTEE | 1.00 | $18,200 | $0 | $0 |
| R TED STEINBOCK MD | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | TRUSTEE | 1.00 | $17,600 | $0 | $0 |
| AARON THOMPSON | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | TRUSTEE | 1.00 | $5,800 | $0 | $0 |
| MASON RUMMEL | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | PRESIDENT, CEO | 50.00 | $357,452 | $75,088 | $0 |
| KATHY KOTCAMP | ||||||||
| 471 WEST MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | TREASURER/SECRETARY, CFO | 30.00 | $211,691 | $38,202 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BLEIK PICKETT | ||||||||
| 471 W MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | PROGRAM OFFICER | 40.00 | $156,568 | $25,697 | $0 |
| ASHLEY PARROTT | ||||||||
| 471 W MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | PROGRAM OFFICER | 40.00 | $120,563 | $25,906 | $0 |
| VANESSA CATES | ||||||||
| 471 W MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | OFFICE MANAGER | 40.00 | $57,000 | $15,115 | $0 |
| MARGIE DUVALL | ||||||||
| 471 W MAIN STREET SUITE 401 | LOUISVILLE | KY | 40202 | PROGRAM ASSISTANT | 40.00 | $48,250 | $14,517 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NUVEEN FUNDS | |||||
| PO BOX 219140 | KANSAS CITY | MO | 641219140 | INVESTMENT MANAGEMENT | $250,590 |
| CLIFFWATER LLC | |||||
| 4640 ADMIRALTY WAY 11TH FLOOR | MARINA DEL REY | CA | 902916623 | INVESTMENT MANAGEMENT | $200,000 |
| BAIRD TRUST | |||||
| 500 W JEFFERSON ST STE 900 | LOUISVILLE | KY | 40202 | INVESTMENT MANAGEMENT | $93,501 |
| US BANK | |||||
| 800 NICOLLET MALL | MINNEAPOLIS | MN | 55402 | INVESTMENT MANAGEMENT | $50,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $352,631,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,205,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,326,431 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $360,162,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $360,162,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,402,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $354,760,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,738,012 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,738,012 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $120,674 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $37,294 | IncomeTaxAmt |
| Total Tax | $157,968 | TotalTaxAmt |
| Distributable Before Adj | $17,580,044 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $75,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,655,044 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,655,044 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,676,097 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,676,097 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,655,044 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,239,712 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,676,097 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,239,712 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,436,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,218,659 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MASON RUMMEL PRESIDENT JAMES GRAHAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 471 WEST MAIN STREET SUITE 401 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5028962440 | RecipientPhoneNum |
| Form And Info And Materials | SEE "FOR GRANTSEEKERS" SECTION ON JGBF.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE "FOR GRANTSEEKERS" SECTION ON JGBF.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE "FOR GRANTSEEKERS" SECTION ON JGBF.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BRIGHTER TOMORROW INC | |||||||
| 534 E BARBEE AVE | LOUISVILLE | KY | 40217 | N/A | PC | A BRIGHTER SUMMER FOR YOUTH PROGRAM | $14,514 |
| ACE PROJECT INC | |||||||
| 4106 GREENWOOD AVE | LOUISVILLE | KY | 40211 | N/A | PC | THE ACADEMY OF CHILD ENTREPRENEURSHIP | $9,567 |
| ALABAMA FOREST LAND TRUST INC | |||||||
| 8 ST JOSEPH STREET 2ND FLOOR | MOBILE | AL | 36602 | N/A | PC | LAND DONATION OF 40 ACRES IN MOBILE COUNTY, ALABAMA FOR CONSERVATION PURPOSES | $140,000 |
| ALABAMA FOREST LAND TRUST INC | |||||||
| 8 ST JOSEPH STREET 2ND FLOOR | MOBILE | AL | 36602 | N/A | PC | CONSERVATION EASEMENT PROJECT | $150,000 |
| ALABAMA FOREST LAND TRUST INC | |||||||
| 8 ST JOSEPH STREET 2ND FLOOR | MOBILE | AL | 36602 | N/A | PC | DONATION OF NON INCOME PRODUCING MINERAL RIGHTS. | $305,244 |
| AMERICAN PRINTING HOUSE FOR THE BLIND INC | |||||||
| 1839 FRANKFORT AVE | LOUISVILLE | KY | 40206 | N/A | PC | APH MUSEUM: LOUISVILLE EXHIBIT | $275,000 |
| BELLARMINE UNIVERSITY | |||||||
| 2001 NEWBURG RD | LOUISVILLE | KY | 40205 | N/A | PC | THE GREATER LOUISVILLE STUDENT SUCCESS ACADEMY | $400,000 |
| BEREA COLLEGE | |||||||
| LINCOLN HALL 220 | BEREA | KY | 40404 | N/A | PC | BUILDING A TECHNOLOGY FUTURE LIKE NO OTHER | $1,000,000 |
| BIG BROTHERS BIG SISTERS OF KENTUCKIANA INC | |||||||
| 1519 GARDINER LANE STE B | LOUISVILLE | KY | 40218 | N/A | PC | IT TAKES TWO | $350,000 |
| CENTER FOR NONPROFIT EXCELLENCE | |||||||
| 325 W MAIN ST STE 150 | LOUISVILLE | KY | 40202 | N/A | PC | STRENGTHENING THE IMPACT OF NONPROFITS | $250,000 |
| CENTER FOR NONPROFIT EXCELLENCE | |||||||
| 325 W MAIN ST STE 150 | LOUISVILLE | KY | 40202 | N/A | PC | SUPPORT FOR STRATEGIC EVALUATION OF PROGRAMMING AND FUND DEVELOPMENT | $10,000 |
| CENTRE COLLEGE | |||||||
| 600 W WALNUT ST | DANVILLE | KY | 404221309 | N/A | PC | 2022 BROWN FELLOWS PROGRAM | $21,332 |
| CENTRE COLLEGE | |||||||
| 600 W WALNUT ST | DANVILLE | KY | 404221309 | N/A | PC | 2022 BROWN FELLOWS PROGRAM | $137,695 |
| CENTRE COLLEGE | |||||||
| 600 W WALNUT ST | DANVILLE | KY | 404221309 | N/A | PC | 2022 BROWN FELLOWS PROGRAM | $133,647 |
| CENTRE COLLEGE | |||||||
| 600 W WALNUT ST | DANVILLE | KY | 404221309 | N/A | PC | 2022 BROWN FELLOWS PROGRAM | $898,712 |
| COMMUNITY FOUNDATION OF LOUISVILLE | |||||||
| 325 W MAIN ST STE 1110 | LOUISVILLE | KY | 402024251 | N/A | PC | GIVE FOR GOOD 2022 | $15,000 |
| COMMUNITY FOUNDATION OF LOUISVILLE | |||||||
| 325 W MAIN ST STE 1110 | LOUISVILLE | KY | 402024251 | N/A | PC | DONORS FORUM OF KENTUCKIANA | $450 |
| COMMUNITY FOUNDATION OF LOUISVILLE | |||||||
| 325 W MAIN ST STE 1110 | LOUISVILLE | KY | 402024251 | N/A | PC | FUND FOR LOUISVILLE: RACIAL JUSTICE COHORT (ORIGINALLY SYSTEMS CHANGE FOR RACIAL JUSTICE) | $125,000 |
| COMMUNITY FOUNDATION OF LOUISVILLE | |||||||
| 325 W MAIN ST STE 1110 | LOUISVILLE | KY | 402024251 | N/A | PC | VIOLENCE INTERVENTION FUND | $500,000 |
| COUNCIL ON FOUNDATIONS | |||||||
| 1255 23RD ST NW SUITE 200 | WASHINGTON | DC | 20037 | N/A | PC | MEMBERSHIP DUES | $19,000 |
| COUNCIL ON FOUNDATIONS | |||||||
| 1255 23RD ST NW SUITE 200 | WASHINGTON | DC | 20037 | N/A | PC | 2022 PUBLIC POLICY SUMMIT SPONSORSHIP | $5,000 |
| DECODE PROJECT INC | |||||||
| 2509 PORTLAND AVE | LOUISVILLE | KY | 40212 | N/A | PC | LITERARY SUMMER CAMP 2022 | $10,804 |
| DELTA FOUNDATION INC | |||||||
| 3019 RADIANCE ROAD | LOUISVILLE | KY | 40220 | N/A | PC | DELTA SUMMER CAMP | $15,000 |
| EASTERN KENTUCKY CONCENTRATED EMPLOYMENT PROGRAM INC | |||||||
| 100 AIRPORT GARDENS RD STE 300 | HAZARD | KY | 41701 | N/A | PC | EMPLOYMENT, TRAINING, AND NEW-OPPORTUNITY PATHWAYS FOR STUDENTS THROUGH RESEARCH-GUIDED APPROACHES | $80,000 |
| EVOLVE502 | |||||||
| 334 E BROADWAY | LOUISVILLE | KY | 402021739 | N/A | PC | EVOLVE502 SCHOLARS OPPORTUNITY GRANTS FOR CLASSES OF 2021 AND 2022 | $280,000 |
| FAHE | |||||||
| 319 OAK ST | BEREA | KY | 40403 | N/A | PC | FAHES CATALYZING LOCALLY-DRIVEN PARTNERSHIPS TO ADDRESS EKY BROADBAND NEEDS | $100,000 |
| FAMILY COMMUNITY CLINIC INC | |||||||
| 1420 E WASHINGTON ST | LOUISVILLE | KY | 40206 | N/A | PC | FCC PRIMARY CARE HEALTH PROMOTION AND ILLNESS PREVENTION | $100,000 |
| FOUNDATION FOR APPALACHIAN KENTUCKY INC | |||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | BUILDING A RURAL DEVELOPMENT HUB THROUGH LOCALLY CONTROLLED PHILANTHROPY | $250,000 |
| FOUNDATION FOR APPALACHIAN KENTUCKY INC | |||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | THE L.I.F.T. FUND FOR APPALACHIAN KENTUCKY | $150,000 |
| GLOBAL ECONOMIC DIVERSITY DEVELOPMENT INITIATIVE | |||||||
| 140 N 4TH ST | LOUISVILLE | KY | 40202 | N/A | PC | CAPACITY BUILDING FOR GEDDI | $175,000 |
| GRANTMAKERS FOR EDUCATION | |||||||
| 851 SW 6TH AVE STE 350 | PORTLAND | OR | 972041339 | N/A | PC | 2022 MEMBERSHIP DUES | $4,200 |
| GRANTMAKERS FOR EDUCATION | |||||||
| 851 SW 6TH AVE STE 350 | PORTLAND | OR | 972041339 | N/A | PC | 2022 GFE CONFERENCE | $10,000 |
| GREATER LOUISVILLE PROJECT | |||||||
| 325 W MAIN ST STE 1110 | LOUISVILLE | KY | 402024251 | PC | COMPLETION OF REPORTS AND GENERAL SUPPORT | $25,000 | |
| GREATER LOUISVILLE WORKFORCE INVESTMENT BOARD INC | |||||||
| 410 W CHESTNUT ST STE 200 | LOUISVILLE | KY | 402022322 | N/A | PC | A TALENT DEVELOPMENT SYSTEM FOR THE LOUISVILLE REGION | $300,000 |
| HINDMAN SETTLEMENT SCHOOL INC | |||||||
| PO BOX 844 | HINDMAN | KY | 41822 | N/A | PC | EMERGENCY GRANT FOR FLOOD RECOVERY | $50,000 |
| HOUSING DEVELOPMENT ALLIANCE INC | |||||||
| PO BOX 7284 | HAZARD | KY | 41702 | N/A | PC | EMERGENCY FLOOD RESPONSE IN EASTERN KENTUCKY | $225,000 |
| HOUSING ORIENTED MINISTRIES | |||||||
| 65 BENTLEY AVE | WHITESBURG | KY | 41858 | N/A | PC | EMERGENCY FLOOD RESPONSE IN EASTERN KENTUCKY | $225,000 |
| I WOULD RATHER BE READING | |||||||
| 609 W MAIN ST STE 306 | LOUISVILLE | KY | 40202 | N/A | PC | READ TO LEAD SUMMER CAMP | $15,000 |
| ISAAC W BERNHEIM FOUNDATION INC | |||||||
| PO BOX 130 HIGHWAY 245 | CLERMONT | KY | 40110 | N/A | PC | PLAYCOSYSTEM: CREATING NATURES PLAYGROUND | $741,180 |
| J B SPEED ART MUSEUM | |||||||
| 2035 S THIRD ST | LOUISVILLE | KY | 40208 | N/A | PC | THE SPEED ART PARK | $250,000 |
| J B SPEED ART MUSEUM | |||||||
| 2035 S THIRD ST | LOUISVILLE | KY | 40208 | N/A | PC | 2022 BFP SERVICE WEEK | $3,000 |
| JESSIE E BARNETT JR ENRICHMENT CENTER AKA JEB STUDENT ATHLETE ENRICHME | |||||||
| 2041 RIVER RD | LOUISVILLE | KY | 40206 | N/A | PC | BRIDGE BUILDER PROGRAM | $15,000 |
| JEWISH FAMILY & CAREER SERVICES OF LOUISVILLE INC | |||||||
| 2821 KLEMPNER WAY | LOUISVILLE | KY | 40205 | N/A | PC | JFCS NAVIGATE | $350,000 |
| KENTUCKY CHESS AMBASSADORS INC | |||||||
| PO BOX 35052 | LOUISVILLE | KY | 40232 | N/A | PC | 1ST ANNUAL SPOTLIGHT ON LEARNING SUMMER CAMP | $15,000 |
| KENTUCKY COMMUNITY AND TECHNICAL COLLEGE SYSTEM FOUNDATION INC | |||||||
| 300 NORTH MAIN ST | VERSAILLES | KY | 40383 | N/A | PC | HAZARD COMMUNITY AND TECHNICAL COLLEGE SUCCESS ZONE | $475,412 |
| KENTUCKY COUNCIL ON POSTSECONDARY EDUCATION | |||||||
| 100 AIRPORT RD 3RD FLOOR | FRANKFORT | KY | 40601 | N/A | GOV | KENTUCKY STUDENT SUCCESS COLLABORATIVE | $628,978 |
| KENTUCKY REFUGEE MINISTRIES | |||||||
| 969B CHEROKEE RD | LOUISVILLE | KY | 40204 | N/A | PC | 2022 BFP SERVICE WEEK | $3,000 |
| LEADERSHIP LOUISVILLE FOUNDATION INC | |||||||
| 711 W MAIN ST UNIT AA | LOUISVILLE | KY | 40202 | N/A | PC | LOUISVILLE: THE NATIONAL VOICE OF CIVIC LEADERSHIP | $95,000 |
| LEGAL AID SOCIETY INC | |||||||
| 416 W MUHAMMAD ALI BLVD STE 300 | LOUISVILLE | KY | 40202 | N/A | PC | LEGAL AID NETWORK OF KENTUCKY TECHNOLOGY UPGRADE | $250,000 |
| LOUISVILLE URBAN LEAGUE | |||||||
| 1535 W BROADWAY | LOUISVILLE | KY | 402033515 | N/A | PC | LOUISVILLE URBAN LEAGUE CENTER FOR WORKFORCE DEVELOPMENT | $150,000 |
| LOUISVILLE YOUTH PHILANTHROPY COUNCIL INC | |||||||
| 11805 LAKESTONE WAY | PROSPECT | KY | 40059 | N/A | PC | LOUISVILLE YOUTH PHILANTHROPY COUNCIL'S NEW BEGINNINGS CAMPAIGN | $75,000 |
| LOUISVILLE ZOO FOUNDATION INC | |||||||
| PO BOX 37250 | LOUISVILLE | KY | 40233 | N/A | SO I | 2022 BFP SERVICE WEEK | $3,000 |
| MAYFIELD GRAVES LTRG INC | |||||||
| 1365 LUISA LANE | MAYFIELD | KY | 42066 | N/A | PC | RENOVATION OF HOUSES FOR TORNADO VICTIMS | $500,000 |
| MUHAMMAD ALI MUSEUM AND EDUCATION CENTER | |||||||
| 144 N SIXTH ST | LOUISVILLE | KY | 40202 | N/A | PC | CITY OF ALI | $50,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 201 N 25TH STREET | LOUISVILLE | KY | 40212 | N/A | PC | A STRONG FOUNDATION FOR NEIGHBORHOOD HOUSE | $125,000 |
| NEW DIRECTIONS HOUSING CORPORATION | |||||||
| 1617 MAPLE ST | LOUISVILLE | KY | 40210 | N/A | PC | REPAIR AFFAIR AGING IN PLACE | $400,000 |
| OLD BARDSTOWN VILLAGE | |||||||
| 310 E BROADWAY | BARDSTOWN | KY | 40004 | N/A | PC | RESTORATION OF THE COLONIAL VILLAGE | $15,000 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH ST NW SUITE 550 SOUTH | WASHINGTON | DC | 200363580 | N/A | PC | 2022 ANNUAL DUES | $10,000 |
| PHILANTHROPY SOUTHEAST | |||||||
| 100 PEACHTREE ST NW STE 2080 | ATLANTA | GA | 30303 | N/A | PC | 2022 MEMBERSHIP RENEWAL | $12,290 |
| PHILANTHROPY SOUTHEAST | |||||||
| 100 PEACHTREE ST NW STE 2080 | ATLANTA | GA | 30303 | PC | MARTIN LEHFELDT BOOKS FOR PHILANTHROPY SOUTHEAST MEETING ATTENDEES | $5,000 | |
| PISGAH COMMUNITY HISTORIC ASSOCIATION | |||||||
| 2485 PISGAH PIKE | VERSAILLES | KY | 40383 | N/A | PC | DONATION IN MEMORY OF WHITNEY DUNLAP CHANDLER | $500 |
| PORTLAND MUSEUM INC | |||||||
| 2308 PORTLAND AVE | LOUISVILLE | KY | 40212 | N/A | PC | AHOY, ADVENTURE HOUSE OF YOU: A BOLD CAPITAL CAMPAIGN | $500,000 |
| SIMMONS COLLEGE OF KENTUCKY | |||||||
| 1018 SOUTH 7TH ST | LOUISVILLE | KY | 40203 | N/A | PC | ADVANCING SCKY WITH THE ADDITION OF KEY STAFFING POSITIONS | $604,725 |
| SOUTHWEST FAMILY MINISTRIES | |||||||
| 4208 LAKE DREAMLAND RD | LOUISVILLE | KY | 40216 | N/A | PC | SUMMER TUTORING PROGRAM | $15,000 |
| SOWING SEEDS WITH FAITH | |||||||
| 2925 BANK ST | LOUISVILLE | KY | 40212 | N/A | PC | SOWING SEEDS WITH FAITH SUMMER PROGRAM | $15,000 |
| THE FOOD LITERACY PROJECT AT OXMOOR FARM INC | |||||||
| 9001 LIMEHOUSE LN | LOUISVILLE | KY | 40220 | N/A | PC | ROOTED IN COMMUNITY | $125,000 |
| THE HOUSING PARTNERSHIP INC | |||||||
| 1512 CRUMS LANE NO 401 | LOUISVILLE | KY | 40216 | N/A | PC | BEYOND 9TH: REVITALIZING WEST LOUISVILLE THROUGH STRATEGIC HOMEOWNERSHIP | $516,500 |
| THE MORTON CENTER | |||||||
| 1028 BARRET AVE | LOUISVILLE | KY | 40204 | N/A | PC | PRESERVING FAMILY | $150,000 |
| UNIVERSITY OF LOUISVILLE FOUNDATION | |||||||
| 215 CENTRAL AVENUE SUITE 212 | LOUISVILLE | KY | 40208 | N/A | PC | ENHANCING UNDERGRADUATE STUDENT SUCCESS THROUGH PEER ENGAGEMENT IN HIGH-IMPACT COURSES. | $815,030 |
| UNIVERSITY OF LOUISVILLE FOUNDATION | |||||||
| 215 CENTRAL AVENUE SUITE 212 | LOUISVILLE | KY | 40208 | N/A | PC | 2022 BROWN FELLOWS PROGRAM | $668,492 |
| UNIVERSITY OF LOUISVILLE FOUNDATION | |||||||
| 215 CENTRAL AVENUE SUITE 212 | LOUISVILLE | KY | 40208 | N/A | PC | PLANNING GRANT FOR CLIMATE SUMMIT | $10,000 |
| USA CARES INC | |||||||
| 11760 COMMONWEALTH DR | LOUISVILLE | KY | 40299 | N/A | PC | USA CARES HEADQUARTERS BUILDING | $250,000 |
| WELLSPRING INC | |||||||
| PO BOX 1927 | LOUISVILLE | KY | 40201 | N/A | PC | AFFORDABLE, SUPPORTIVE HOUSING FOR HOMELESS ADULTS WITH SERIOUS MENTAL ILLNESS | $1,000,000 |
| YOUNG ADULT DEVELOPMENT IN ACTION INC | |||||||
| PO BOX 638 | LOUISVILLE | KY | 40201 | N/A | PC | SMOKETOWN HOPEBOX | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,117,272 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOUNDATION FOR APPALACHIAN KENTUCKY INC | |||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | BUILDING A RURAL DEVELOPMENT HUB THROUGH LOCALLY CONTROLLED PHILANTHROPY | $500,000 |
| J B SPEED ART MUSEUM | |||||||
| 2035 S THIRD ST | LOUISVILLE | KY | 40208 | N/A | PC | THE SPEED ART PARK | $1,250,000 |
| WELLSPRING INC | |||||||
| PO BOX 1927 | LOUISVILLE | KY | 40201 | N/A | PC | AFFORDABLE, SUPPORTIVE HOUSING FOR HOMELESS ADULTS WITH SERIOUS MENTAL ILLNESS | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,250,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,344 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,978,636 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,606,388 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME TAX BENEFIT | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $800,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,619,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,619,738 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $45,000 | Amt |
| Net Investment Income | $22,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INDIVIDUAL EQUITIES - DETAIL MAINTAINED | StockNm |
| EOY Book Value | $18,765,581 | EOYBookValueAmt |
| EOYFMV | $18,765,581 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ALTERNATIVE INVESTMENTS - DETAIL MAINTAINED | FMV | $89,631,538 | $89,631,538 |
| MUTUAL FUNDS AND EXCHANGE TRADED FUNDS - DETAIL MAINTAINED | FMV | $199,836,901 | $199,836,901 |
| TIMBERLANDS, TIMBER AND MINERAL RIGHTS | FMV | $2,960,000 | $2,960,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $26,768 | $8,285 | $18,483 | $18,483 |
| FURNITURE & EQUIPMENT | $209,250 | $98,400 | $110,850 | $110,850 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $54,264 | LegalFeesAmt |
| Net Investment Income | $30,044 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,220 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NUVEEN RECEIVABLE | $112,154 | $156,321 | $156,321 |
| HILLIARD LYONS RECEIVABLE | $9,869 | $12,088 | $12,088 |
| US BANK RECEIVABLE | $564 | $564 | |
| OPERATING LEASE RIGHT-OF-USE ASSET | $555,643 | $555,643 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $57,491,098 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND EXPENSE | $28,981 | $0 | $28,981 |
| TECHNOLOGY EXPENSE | $77,896 | $0 | $77,896 |
| TELEPHONE EXPENSE | $6,345 | $0 | $6,345 |
| DUES & SUBSCRIPTIONS | $5,750 | $0 | $5,750 |
| ENVIRONMENTAL MATTERS | $293,457 | $0 | $0 |
| MISCELLANEOUS | $444 | $0 | $444 |
| PASSTHROUGH DEDUCTIONS | $0 | $1,737,221 | $0 |
| INSURANCE | $92,356 | $17,548 | $67,420 |
| BROWN FELLOWS PROGRAM | $2,769 | $0 | $2,769 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL ROYALTIES & BONUSES | $17,665 | $17,665 | $17,665 |
| K-1 OTHER INCOME | $648,021 | ||
| OTHER INCOME | $88,705 | $88,705 | $88,705 |
| DEFERRED INCOME TAX BENEFIT | $800,000 | $800,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX LIABILITY | $1,600,000 | $800,000 |
| OPERATING LEASE LIABILITY | $0 | $555,643 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING SERVICES | $95,756 | $16,193 | $79,563 |
| INVESTMENT FEES | $578,268 | $578,268 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $3,646 | $912 | $2,734 |
| FEDERAL EXCISE TAX | $153,494 | $0 | $0 |
| TAX FROM PASSTHROUGH | $0 | $91,865 | $0 |