KIRCHDORFER OPPORTUNITIES FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: KIRCHDORFER OPPORTUNITIES FOUNDATION INC (EIN 87-4100390)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-17
IRS object ID: 202503219349106665
Schema version: 2024v5.2
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
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-17T15:44:27-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 W MARKET ST 1200	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	874100390	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KIRCHDORFER OPPORTUNITIES FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	KIRC	BusinessNameControlTxt
Phone	5023186642	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 WITHERSPOON ST	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARK KIRCHDORFER	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	5023186642	PhoneNum
Signature	2025-11-17	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSHUA K PEIFER	PreparerPersonNm
PTIN	P01345737	PTIN
Phone	3142901000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$12,319,927	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$2,500,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$257,266	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$257,266	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,542	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$149,663	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,542	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$88	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$88	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$2,760,896	TotalRevAndExpnssAmt
Total Net Invst Incm	$260,896	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
Accounting Fees Rev And Expnss	$2,810	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,405	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,405	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$21,712	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$21,712	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$7,524	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$7,524	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$27	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$27	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$32,073	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$30,668	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,405	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$330,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$330,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$362,073	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$30,668	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$331,405	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,398,823	ExcessRevenueOverExpensesAmt
Net Investment Income	$230,228	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$40,648	CashBOYAmt
Cash EOY	$375,478	CashEOYAmt
Cash EOYFMV	$375,478	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,507,652	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$512,325	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$512,325	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$5,790,889	CorporateStockBOYAmt
Corporate Stock EOY	$8,182,903	CorporateStockEOYAmt
Corporate Stock EOYFMV	$9,708,387	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$605,948	CorporateBondsBOYAmt
Corporate Bonds EOY	$563,771	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$574,473	CorporateBondsEOYFMVAmt
Other Investments BOY	$616,710	OtherInvestmentsBOYAmt
Other Investments EOY	$1,204,801	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,149,264	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$8,561,847	TotalAssetsBOYAmt
Total Assets EOY	$10,839,278	TotalAssetsEOYAmt
Total Assets EOYFMV	$12,319,927	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	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	$8,561,847	RetainedEarningBOYAmt
Retained Earning EOY	$10,839,278	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,561,847	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,839,278	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,561,847	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,839,278	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,561,847	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,398,823	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$10,960,670	SubtotalAmt
Other Decreases	$121,392	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$10,839,278	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	NORTHERN TRUST	PropertyDesc
Gross Sales Price	$149,663	GrossSalesPriceAmt
Cost Or Other Basis	$146,121	CostOrOtherBasisAmt
Gain Or Loss	$3,542	GainOrLossAmt
Gains Minus Excess Or Losses	$3,542	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,542	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,200	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$3,200	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$3,200	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$7,050	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$7,050	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$173	EsPenaltyAmt
Overpayment	$3,677	OverpaymentAmt
Applied To ES Tax	$3,677	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	KY	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MARK KIRCHDORFER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5023186642	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	10 RIVER HILL RD	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	40207	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 (3 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
MARK KIRCHDORFER
PO BOX 4969	LOUISVILLE	KY	40204	DIRECTOR	1.00	$0	$0	$0
EMILY KIRCHDORFER
PO BOX 4969	LOUISVILLE	KY	40204	DIRECTOR	1.00	$0	$0	$0
JAMES KIRCHDORFER JR
PO BOX 4969	LOUISVILLE	KY	40204	DIRECTOR	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	$9,187,175	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$814,311	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$10,001,486	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$10,001,486	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$150,022	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$9,851,464	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$492,573	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$492,573	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,200	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,200	TotalTaxAmt
Distributable Before Adj	$489,373	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$489,373	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$489,373	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$331,405	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$331,405	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$489,373	DistributableAsAdjustedAmt
Undistributed Income PY	$327,372	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$331,405	QualifyingDistributionsAmt
Applied To Year1	$327,372	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$4,033	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	$485,340	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

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BEACON HOUSE
963 SOUTH SECOND STREET	LOUISVILLE	KY	40203	NONE	PC PUBLIC CHARITY	AFTERCARE PROGRAM	$2,500
BELLARMINE UNIVERSITY
2001 NEWBURG RD	LOUISVILLE	KY	40205	NONE	PC PUBLIC CHARITY	SCHOLARSHIPS	$100,000
CANOPY CERTIFIED INC
1500LYTLESTREET	LOUISVILLE	KY	40203	NONE	PC PUBLIC CHARITY	HELP SUPPORT ORGANIZATION MISSION	$5,000
CLEVELAND CLINIC FOUNDATION
6801 BRECKSVILLE RD RK1-85	INDEPENDENCE	OH	44131	NONE	PC PUBLIC CHARITY	HEALTH RESEARCH AND EDUCATION	$1,000
FAMILY SCHOLAR HOUSE
403 REG SMITH CIRCLE	LOUISVILLE	KY	40208	NONE	PC PUBLIC CHARITY	HELP END CYCLE OF POVERTY	$25,000
FEED LOUISVILLE
2005 DOUGLASS BLVD	LOUISVILLE	KY	40205	NONE	PC PUBLIC CHARITY	GIVE FOOD TO THE NEEDY IN LOUISVILLE	$1,000
FRANCIS PARKER SCHOOL OF LOUISVILLE
11000USHIGHWAY42	GOSHEN	KY	40026	NONE	PC PUBLIC CHARITY	SUPPORT FOR COEDUCATIONAL SCHOOLS AT VARIOUS LEVELS.	$2,500
HEALTHNETWORK FOUNDATION
3550 LANDER ROAD SUITE 225	PEPPER PIKE	OH	44124	NONE	PC PUBLIC CHARITY	HELP MEMBERS FIND APPROPRIATE MEDICIAL FACILITIES FOR THEIR NEEDS	$10,000
HOLY CROSS HIGH SCHOOL
5144 DIXIE HWY	LOUISVILLE	KY	40216	NONE	PC PUBLIC CHARITY	ADVANCING EDUCATION OF HIGH SCHOOL WOMEN AND MEN	$5,000
HOLY TRINITY CATHOLIC CHURCH
501 CHERRYWOOD RD	LOUISVILLE	KY	40207	NONE	PC PUBLIC CHARITY	HELP TO CARRY THE MISSION OF THE CATHOLIC CHURCH	$3,000
HOSUE OF THE INNOCENTS
1100 E MARKET ST	LOUISVILLE	KY	40206	NONE	PC PUBLIC CHARITY	TO HELP IMPROVE THE LIVES OF WOMEN AND CHILDREN	$20,000
JUNIOR ACHIEVEMENT
401 W MUHAMMAD ALI BLVD	LOUISVILLE	KY	40203	NONE	PC PUBLIC CHARITY	HELP TO PREPARE YOUNG PEOPLE FOR SUCCESS	$10,000
KENTUCKY EDUCATIONAL TELEVISION FOUNDATION (KET)
600COOPERDRIVE	LEXINGTON	KY	40502	NONE	PC PUBLIC CHARITY	SUPPORT THE CONNECTION OF KENTUCKLY CITIZEN THROUGH THE USE OF PUBLIC MEDIA	$1,000
LOUISVILLE COUNTRY CLUB SCHOLARSHIP FUND INC
25 MOCKINGBIRD VALLEY TRAIL	LOUISVILLE	KY	40207	NONE	PC PUBLIC CHARITY	SCHOLARSHIPS FOR COUNTRY CLUB EMPLOYEES	$1,000
LOUISVILLE YOUTH PHILANTHROPY COUNCIL
11805 LAKESTONE WAY	PROSPECT	KY	40059	NONE	PC PUBLIC CHARITY	EDUCATE YOUTH ABOUT PHILANTHROPY	$20,000
METRO UNITED WAY
334 E BROADWAY	LOUISVILLE	KY	40202	NONE	PC PUBLIC CHARITY	GENERAL FUND	$20,000
NATIVITY ACADEMY AT ST BONIFACE
529 E LIBERTY ST	LOUISVILLE	KY	40202	NONE	PC PUBLIC CHARITY	TUITION ASSISTANCE FOR MIDDLE SCHOOL STUDENTS	$20,000
SACRED HEART SCHOOLS
3175 LEXINGTON RD	LOUISVILLE	KY	40206	NONE	PC PUBLIC CHARITY	ADVANCING EDUCATION OF HIGH SCHOOL WOMEN	$50,000
TREES LOUISVILLE
POBOX5816	LOUISVILLE	KY	40255	NONE	PC PUBLIC CHARITY	SUPPORT THE PLANTING OF TREES	$1,000
USA CARES
11760COMMONWEALTHDRIVE	LOUISVILLE	KY	40299	NONE	PC PUBLIC CHARITY	PROVIDE EMERGENCY FINANCIAL ASSISTANCE AND POST-SERVICE SKILL TRAINING TO VETS	$1,000
WATERSTEP
625 MYRTLE STREET	LOUISVILLE	KY	40208	NONE	PC PUBLIC CHARITY	HELP PROVIDE SAFE WATER AND SANITATION TO THOSE IN NEED	$25,000
WENDY NOVAK DIABETES INSTITUTE - NORTON CHILDREN HOSPITAL
411 EAST CHESTNUT STREET LEVEL 7	LOUISVILLE	KY	40202	NONE	PC PUBLIC CHARITY	DIABETES RESEARCH	$5,000
YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER LOUISVILLE INC (YMCA)
545S2NDSTREET	LOUISVILLE	KY	40202	NONE	PC PUBLIC CHARITY	HELP SUPPORT CHRISTIAN PROGRAMS FOR MEN AND WOMEN	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$330,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$257,266	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$88	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,542	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$260,896	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$260,896	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ISCO INDUSTRIES INC	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 WITHERSPOON ST 2 WEST	AddressLine1Txt
City	LOUISVILLE	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	402023445	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$2,500,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,810	Amt
Net Investment Income	$1,405	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,405	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL (BHYIX)	$286,595	$294,790
MFO PIMCO FDS PAC INVT MGMT SER HIGH YIELD FD INSTL CL (PHIYX)	$277,176	$279,683

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MFC SPDR S&P 500 ETF TRUST UNITS SER 1 S&P (SPY)	$4,464,039	$5,709,005
MFC ISHARES CORE S&P MID-CAP ETF (IJH)	$941,298	$1,081,390
MFC ISHARES TR CORE S&P SMALL-CAP ETF (IJR)	$462,514	$516,877
MFC ETF I SHARES MSCI EAFE (EFA)	$1,296,441	$1,360,602
MFO DFA INVT DIMENSIONS GROUP INC EMERGING MKTS CORE EQUITY PORT (DFCEX)	$615,961	$649,345
PRIVATE EQUITY CORE FUND X (OFFSHORE), L.P.	$402,650	$391,168

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX (NFRA)	AT COST	$330,087	$340,683
MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD (GUNR)	AT COST	$578,192	$514,749
MFC FLEXSHARES TR HIGH YIELD VALUE SCORED BOND INDEX FD (HYGV)	AT COST	$296,522	$293,832

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	INVESTMENTS TIMING DIFFERENCE	Desc
Amt	$121,392	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER INVESTMENT EXPENSES	Desc
Revenue And Expenses Per Books	$27	RevenueAndExpensesPerBooksAmt
Net Investment Income	$27	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$88	RevenueAndExpensesPerBooksAmt
Net Investment Income	$88	NetInvestmentIncomeAmt
Adjusted Net Income	$88	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$21,712	Amt
Net Investment Income	$21,712	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX	$4,340	$4,340	$0
2023 FEDERAL EXCISE TAXES PAID	$84	$84	$0
2024 ESTIMATED FEDERAL TAXES PAID	$3,100	$3,100	$0