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RAMTELL INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RAMTELL INC (EIN 35-1925455)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349108690
Schema version
2021v4.2
Note
A later return for the same period supersedes this one.
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T16:36:09-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611064249PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEMING MALONE LIVESAY & OSTROFF PSCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19300 SHELBYVILLE ROAD SUITE 1100AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP402225187ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351925455EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAMTELL INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRAMTBusinessNameControlTxt
Phone8125472334PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1804 7TH STREETAddressLine1Txt
CityTELL CITYCityNm
State AbbreviationINStateAbbreviationCd
ZIP47586ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNEIL RAMSEYPersonNm
Person TitleDIRECTOR AND CHAIRPERSONPersonTitleTxt
Phone8125482204PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNEILPersonFirstNm
Person LastRAMSEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELINDA L HECKPreparerPersonNm
PTINP01392306PTIN
Phone5024269660PhoneNum
Preparation2022-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$27,530,400FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$335InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$335InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$700,211DividendsRevAndExpnssAmt
Dividends Net Invst Incm$700,211DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$356GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$356GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$26,416NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$1,142,800NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$1,142,800CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$916,386OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$916,386OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,760,088TotalRevAndExpnssAmt
Total Net Invst Incm$2,760,088TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$37,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,297LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$6,297LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,620AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,620AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$35,637TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,837TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$10,327DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$10,327DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$7,244TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$7,244TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$48,429OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$39,137OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,849OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$148,554TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$69,218TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,093TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,081,569ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,581,569ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,230,123TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$69,218TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,599,662TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,470,035ExcessRevenueOverExpensesAmt
Net Investment Income$2,690,870NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$318,432CashBOYAmt
Cash EOY$117,189CashEOYAmt
Cash EOYFMV$117,189CashEOYFMVAmt
Corporate Stock BOY$430,000CorporateStockBOYAmt
Corporate Stock EOY$430,000CorporateStockEOYAmt
Corporate Stock EOYFMV$2,164,014CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$889,401InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$203,962InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$695,766LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$685,439LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$785,738LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$34,816,078OtherInvestmentsBOYAmt
Other Investments EOY$24,463,459OtherInvestmentsEOYAmt
Other Investments EOYFMV$24,463,459OtherInvestmentsEOYFMVAmt
Total Assets BOY$36,260,276TotalAssetsBOYAmt
Total Assets EOY$25,696,087TotalAssetsEOYAmt
Total Assets EOYFMV$27,530,400TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$11,288,606RetainedEarningBOYAmt
Retained Earning EOY$724,417RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$36,260,276TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,696,087TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$36,260,276TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,696,087TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$36,260,276TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,470,035ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$25,790,241SubtotalAmt
Other Decreases$94,154OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$25,696,087TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RAMGUARD LLC K-1P$273,730$273,730
RAMGUARD LLC K-1P-$317,029-$317,029
RAMGUARD LLC K-1 SEC 1256P$1,205,699$1,205,699
RAMGUARD LLC K-1 NONPORTFOLIOP-$35,925-$35,925
RAMGUARD LLC K-1P$16,325$16,325
FieldValueIRS element (for citing)
Capital Gain Net Income$1,142,800CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$37,403InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$37,403SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$37,403TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$40,114EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$46,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$86,614TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$49,211OverpaymentAmt
Applied To ES Tax$49,211AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TRACIE UTTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5022443149PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11515 ORMSBY STATION COURTAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40223ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NEIL P RAMSEY
804 7TH STREETTELL CITYIN47586DESCENDANT DIRECTOR; PERMA1.00$0$0$0
GUY NEIL RAMSEY
804 7TH STREETTELL CITYIN47586DESCENDANT DIRECTOR1.00$0$0$0
FR DANIEL J STAUBLIN
804 7TH STREETTELL CITYIN47586THIRD PARTY DIRECTOR1.00$500$0$0
JOHN A OBERHAUSEN
804 7TH STREETTELL CITYIN47586THIRD PARTY DIRECTOR1.00$500$0$0
MICKI KIDDER
804 7TH STREETTELL CITYIN47586OTHER DIRECTOR1.00$500$0$0
ZAREDA A SHERWOOD
804 7TH STREETTELL CITYIN47586OTHER DIRECTOR1.00$500$0$0
DANIEL CONWAY
804 7TH STREETTELL CITYIN47586EXECUTIVE DIRECTOR10.00$35,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,173,706AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,219,136AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$25,453,159FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,846,001TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$28,846,001AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$432,690CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,413,311NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,420,666MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,420,666MinimumInvestmentReturnAmt
Tax Based On Investment Income$37,403TaxBasedOnInvestmentIncomeAmt
Total Tax$37,403TotalTaxAmt
Distributable Before Adj$1,383,263DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,383,263DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,383,263DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,599,662ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,599,662QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,383,263DistributableAsAdjustedAmt
Undistributed Income PY$574,407UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,599,662QualifyingDistributionsAmt
Applied To Year1$574,407AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,025,255AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$358,008UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
21ST CENTURY PARKS
471 W MAIN ST STE 202LOUISVILLEKY40202N/APCGENERAL SUPPORT$5,000
ARCHDIOCESE OF INDIANAPOLIS
PO BOX 1410INDIANAPOLISIN46206N/APCUNITED CATHOLIC APPEAL$10,000
ARCHDIOCESE OF LOUISVILLE
3940 POPLAR LEVEL RDLOUISVILLEKY40213N/APCGENERAL SUPPORT$200,000
ASCENSION ST VINCENT CHURCH
3700 WASHINGTON AVEEVANSVILLEIN47750N/APCGENERAL SUPPORT$11,000
BAKER CHAPEL UNITED METHODIST CHURCH
299 N STATE RD 161BOONVILLEIN47601N/APCGENERAL SUPPORT$10,000
CARMELITES OF MARY IMMACULATE
PO BOX 110 110 HIGHWAY 376PAYNEVILLEKY40157N/APCGENERAL SUPPORT$20,000
CATHOLIC CHARITIES TDIOCESE HOUMA THIBODAUX
1220 AYCOCK STREETHOUMALA70360N/APCGENERAL SUPPORT$5,000
CATHOLIC CHARITIES TELL CITY
802 9TH STTELL CITYIN47586N/APCGENERAL SUPPORT$500
CATHOLIC DIOCESE OF EVANSVILLE
4200 N KENTUCKY PO BOX 4169EVANSVILLEIN47724N/APCGENERAL SUPPORT$16,000
CATHOLIC EDUCATION FOUNDATION
401 W MAIN ST SUITE 806LOUISVILLEKY40202N/APCGENERAL SUPPORT$69,000
COMMUNITY CATHOLIC CENTER
PO BOX 11065LOUISVILLEKY40251N/APCGENERAL SUPPORT$2,000
DOMINICAN SISTERS ST CECILIA CONGREGATION
801 DOMINICAN DRNASHVILLETN37228N/APCGENERAL SUPPORT$10,000
DUCHESNE ACADEMY OF THE SACRED HEART
3601 BURT STOMAHANE68131N/APCGENERAL SUPPORT$10,000
EVANSVILLE POLICE DEPT
PO BOX 3114EVANSVILLEIN47730N/APCGENERAL SUPPORT$6,000
FEAT OF LOUISVILLE
1100 E MARKET STREETLOUISVILLEKY40206N/APCGENERAL SUPPORT$10,000
GOVERNOR'S SCHOLARS PROGRAM
1024 CAPITAL CENTER DRFRANKFORTKY40601N/APCGENERAL SUPPORT$10,000
HERO INC
117A PACKERLAND DRGREEN BAYWI54303N/APCGENERAL SUPPORT$25,000
HOLY ROSARY CATHOLIC CHURCH
1301 S GREEN RIVER RDEVANSVILLEIN47715N/APCGENERAL SUPPORT$8,000
INNOCENT LIVES FOUNDATION
3956 TOWN CENTER BLVD 171ORLANDOFL32837N/APCGENERAL SUPPORT$5,000
INTERNATIONAL MYELOMA FOUNDATION
12650 RIVERSIDE DR SUITE 206NORTH HOLLYWOODCA91607N/APCGENERAL SUPPORT$1,000
INT'L CATHOLIC STEWARDSHIP COUNCIL
26300 FORD RD 317DEARBORN HEIGHTSMI48127N/APCGENERAL SUPPORT$5,000
LIFE IN ABUNDANCE INTERNATIONAL
211 TOWNEPARK CIRCLE SUITE 201LOUISVILLEKY40243N/APCGENERAL SUPPORT$20,000
LITTLE WAY PREGNANCY RESOURCE CENTER
515 W OAK STLOUISVILLEKY40203N/APCBENEFIT DINNER SPONSORSHIP & DONATION$60,000
NAMI EVANSVILLE
4012 FALL CREEK DREVANSVILLEIN47711N/APCGENERAL SUPPORT$6,000
NAMI INDIANA INC
921 E 86THSUITE 130INDIANAPOLISIN46240N/APCGENERAL SUPPORT$6,000
NATIONAL CHILD SAFETY COUNCIL
4065 PAGE AVE PO BOX 1368JACKSONMI49204N/APCGENERAL SUPPORT$1,500
NATIONAL CHRISTIAN FOUNDATION
70 EAST 91ST STREET SUITE 100INDIANAPOLISIN46240N/APCGENERAL SUPPORT$10,000
OWENSVILLE REH CENTER INC
205 WALNUT ST PO BOX 185OWENSVILLEIN47665N/APCGENERAL SUPPORT$4,000
PERRY CHILDCARE INITIATIVE INC
1012 31ST STTELL CITYIN47586N/APCGENERAL SUPPORT$2,000
PHYT CARES
139 EAST 57TH ST 5TH FLOORNEW YORKNY10022N/APCGENERAL SUPPORT$5,000
RAMSEY EVERGREEN FOUNDATION
1515 ORMSBY STATION COURTLOUISVILLEKY40223N/APFTRANSFER TO FUND FOUNDATION$11,500,000
RIGHT TO LIFE EDUCATIONAL FOUNDATION OF KENTUCKY INC
134 BRECKENRIDGE LNLOUISVILLEKY40207N/APCGENERAL SUPPORT$250
RIGHT TO LIFE OF SW IN EDUCATION TR FD
20 NW 3RD STREET SUITE 810EVANSVILLEIN47708N/APCGENERAL SUPPORT$2,000
SACRED HEART SCHOOLS
3177 LEXINGTON RDLOUISVILLEKY40206N/APCGENERAL SUPPORT$15,000
SAINT AMBROSE CHURCH
325 S CHESTNUT STSEYMOURIN47274N/APCGENERAL SUPPORT$10,000
SAINT BERNARD'S CHURCH
547 ELM STREETROCKPORTIN47635N/APCGENERAL SUPPORT$26,600
SAINT ISIDORE CATHOLIC CHURCH
6501 ST ISIDORE ROADBRITOWIN47515N/APCGENERAL SUPPORT$1,000
SAINT MARTIN DE PORRES CATHOLIC CHURCH
3112 W BROADWAYLOUISVILLEKY40211N/APCGENERAL SUPPORT$8,769
SAINT PAUL'S CHURCH
824 JEFFERSON STTELL CITYIN47586N/APCGENERAL SUPPORT$613,000
SAINT PIUS CHURCH
US HWY 66TROYIN47588N/APCGENERAL SUPPORT$150
SAINT VINCENT DE PAUL
PO BOX 17126LOUISVILLEKY40217N/APCGENERAL SUPPORT$6,000
SAINT XAVIER HIGH SCHOOL
1609 POPLAR LEVEL RDLOUISVILLEKY40217N/APCGENERAL SUPPORT$12,500
SHAWNEE BAPTIST CHURCH (BANK STREET FOOD BANK)
2214 BANK STREETLOUISVILLEKY40212N/APCGENERAL SUPPORT$50,000
SHUBAEL LITTLE PIONEER VILLAGE
7590 E STATE ROAD 66CANNELTONIN47520N/APCGENERAL SUPPORT$3,000
SIRS
1012 31ST STTELL CITYIN47586N/APCGENERAL SUPPORT$5,000
SISTERS FOR LIFE
1143 S 6TH STLOUISVILLEKY40203N/APCGENERAL SUPPORT$5,000
SPENCER COUNTY CHRISTIAN EDUCATION FOUNDATION
PO BOX 86ROCKPORTIN47635N/APCGENERAL SUPPORT$10,000
SSHS CHOIR - SOUTH SPENCER HIGH SCHOOL
312 S 5TH STREETROCKPORTIN47635N/APCGENERAL SUPPORT$1,500
TRI - COUNTY YMCA
131 E 16TH STFERDINANDIN47532N/APCGENERAL SUPPORT$48,800
UNIVERSITY OF NOTRE DAME - SORIN SOCIETY
1100 GRACE HALLNOTRE DAMEIN46556N/APC-SCHOOLGENERAL SUPPORT$10,000
UNIVERSITY OF NOTRE DAME
1251 N EDDY ST SUITE 300SOUTH BENDIN46617N/APCGENERAL SUPPORT$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,081,569TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$335ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$700,211ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Business531120BusinessCd
Unrelated Business Taxbl Incm-$26,416UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,142,800ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescORDINARY GAIN FROM RAMGUARD K-1Desc
Exclusion14ExclusionCd
Exclusion$916,386ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$26,416UnrelatedBusinessTaxblIncmAmt
Exclusion$2,759,732ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,733,316TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,620Amt
Net Investment Income$3,620NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
BUILDING2000-07-01$322,000$191,564SL39.000000000000$8,256$8,256
BUILDING IM PF2006-07-01$40,751$1,045SL39.000000000000$1,045$1,045
BUILDING - ROOF2011-09-01$40,000$1,026SL39.000000000000$1,026$1,026
LAND2000-07-01$21,200L$0$0
LAND - CLARK CO. 4.32 ACRES$120,000L$0$0
LAND - 12 OAKS SUBDIVISION$185,450L$0$0
LAND - MT. VERNON VACANT LOT$160,000L$0$0

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAMSEY EVERGREEN FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11515 ORMSBY STATION COURTAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40223ZIPCd
FieldValueIRS element (for citing)
Short ExplanationCASH OF $250,000RAMGUARD CLASS A SHARES VALUED AT $11,250,000ShortExplanationTxt
Dissolution$11,500,000DissolutionAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAMSEY EVERGREEN FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11515 ORMSBY STATION COURTAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40223ZIPCd
FieldValueIRS element (for citing)
Grant2021-07-01GrantDt
Grant$11,500,000GrantAmt
Purpose Of GrantTHE GRANT IS TO BE USED TO ENDOW THE RAMSEY EVERGREEN FOUNDATION, INC. (GRANTEE) AND ALLOW THE GRANTEE TO MAKE GRANTS TO QUALIFIED RECIPIENT ORGANIZATIONS ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON JULY 1, 2021. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.PurposeOfGrantTxt
Expended By Grantee$11,500,000ExpendedByGranteeAmt
Any Diversion By GranteeNO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR.AnyDiversionByGranteeTxt
Dates Of Reports By Grantee12/16/21DatesOfReportsByGranteeTxt
Results Of VerificationTHE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.ResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT IN GABStockNm
EOY Book Value$430,000EOYBookValueAmt
EOYFMV$2,164,014EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (7 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING$322,000$199,820$122,180
BUILDING IM PF$40,751$2,090$38,661
BUILDING - ROOF$40,000$2,052$37,948
LAND$21,200$0$21,200
LAND - CLARK CO. 4.32 ACRES$120,000$0$120,000
LAND - 12 OAKS SUBDIVISION$185,450$0$185,450
LAND - MT. VERNON VACANT LOT$160,000$0$160,000

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemRAMGUARD LLCCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$24,463,459BookValueAmt
EOYFMV$24,463,459EOYFMVAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationTHE ORGANIZATION TRANSFERRED AN AMOUNT IN EXCESS OF 25% OF ITS ASSETS TO ENDOW RAMSEY EVERGREEN FOUNDATION, INC. DURING 2021.ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$6,297LegalFeesAmt
Net Investment Income$6,297NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSES ON RAMGUARD LLCDesc
Amt$94,154Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS$198$100$99
OTHER DEDUCTIONS FROM K-1 RAMGUARD$32,429$32,429$0
FILING FEE$15$0$0
MEALS$429$0$0
MEMBERSHIP FEES$8,750$0$8,750
INSURANCE$5,450$5,450$0
REPAIRS & MAINTENANCE$1,158$1,158$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescORDINARY GAIN FROM RAMGUARD K-1Desc
Revenue And Expenses Per Books$916,386RevenueAndExpensesPerBooksAmt
Net Investment Income$916,386NetInvestmentIncomeAmt
Adjusted Net Income$916,386AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ESTIMATED TAXES$25,800$0$0
PROPERTY TAXES$9,837$9,837$0