CHARLES AND ELIZABETH BARR FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND ELIZABETH BARR FOUNDATION INC (EIN 88-2146412)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202621339349100432
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T07:43:20-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 882146412 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES AND ELIZABETH BARR | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5025517330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3114 BOXHILL LANE | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES C BARR | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5025517330 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE NICHTER | PreparerPersonNm |
| PTIN | P01022180 | PTIN |
| Phone | 5024269660 | PhoneNum |
| Preparation | 2026-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $10,370,005 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $184,067 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,067 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,424,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,013,060 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,424,314 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,608,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,608,381 | 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 | $2,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,710 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,710 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,521 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,261 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $515,398 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $515,398 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $571,779 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $517,548 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,036,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,569,410 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $298,870 | CashBOYAmt |
| Cash EOY | $275,481 | CashEOYAmt |
| Cash EOYFMV | $275,481 | CashEOYFMVAmt |
| US Government Obligations BOY | $775,176 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $704,810 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $712,603 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,116,803 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,038,976 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,408,454 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $123,947 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $99,286 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $101,148 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,331,484 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,574,084 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,872,319 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,646,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,692,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,370,005 | 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 | $5,646,280 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,692,637 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,646,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,692,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,646,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,692,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,646,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,036,602 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,755 | OtherIncreasesAmt |
| Subtotal | $6,692,637 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,692,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $476,514 | $479,446 | -$2,932 | -$2,932 |
| PUBLICLY TRADED SECURITIES | P | $2,491,235 | $1,109,300 | $1,381,935 | $1,381,935 |
| CAPITAL GAINS DIVIDENDS | P | $45,311 | $45,311 | $45,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,424,314 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,815 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,815 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,815 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,160 | 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 | $23,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,345 | OverpaymentAmt |
| Applied To ES Tax | $1,345 | 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 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5025517330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3114 BOXHILL LANE | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40222 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DR CHARLES C BARR | ||||||||
| 3114 BOXHILL LANE | LOUISVILLE | KY | 40222 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ELIZABETH E BARR | ||||||||
| 3114 BOXHILL LANE | LOUISVILLE | KY | 40222 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ELIZABETH B FAWELL | ||||||||
| 19 WEST KIRKE | CHEVY CHASE | MD | 20815 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES M BARR | ||||||||
| 2737 NE 31ST AVENUE | PORTLAND | OR | 97212 | 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 | $9,306,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $612,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,918,139 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,918,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,772 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,769,367 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $488,468 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $488,468 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,815 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,815 | TotalTaxAmt |
| Distributable Before Adj | $466,653 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $466,653 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $466,653 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $517,548 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $517,548 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $466,653 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $250,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,640 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,621 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $289,761 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $517,548 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $466,653 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,895 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $340,656 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $340,656 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $250,500 | ExcessFromYear3Amt |
| Excess From Year2 | $28,640 | ExcessFromYear2Amt |
| Excess From Year1 | $10,621 | ExcessFromYear1Amt |
| Excess From Current Year | $50,895 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR CHARLES C BARR | ContributingManagerNm |
| Contributing Manager | ELIZABETH E BARR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATLIN GABEL SCHOOL | |||||||
| 8825 SW BARNES ROAD | PORTLAND | OR | 97225 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| CHEVY CHASE PRESBYTERIAN CHURCH | |||||||
| 1 CHEVY CHASE CIRCLE | WASHINGTON | DC | 20015 | NONE | PC | TO SUPPORT THE PRESBYTERIAN CHURCH | $8,000 |
| DC PREP | |||||||
| 2330 POMEROY ROAD SE | WASHINGTON | DC | 20020 | NONE | PC | TO PREPARE EACH CHILD ACADEMICALLY AND SOCIALLY FOR A SUCCESSFUL FUTURE | $10,000 |
| DUMBARTON HOUSE FUND FOR FUTURE | |||||||
| 2715 Q ST NW | WASHINGTON | DC | 20007 | NONE | PC | TO SUPPORT THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA | $5,000 |
| ENVIRONMENT OREGON | |||||||
| 1536 SE 11TH AVE SUITE B | PORTLAND | OR | 97124 | NONE | PC | TO WORK FOR CLEAN AIR, CLEAN WATER, CLEAN ENERGY, WILDLIFE AND OPEN SPACES, AND A LIVABLE CLIMATE | $5,000 |
| ETHEL WALKER SCHOOL | |||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | NONE | PC | TO PROVIDE COLLEGE PREPARATORY EDUCATION SERVICES FOR STUDENTS | $10,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET 700 | CHICAGO | IL | 60601 | NONE | PC | TO HELP PEOPLE GET THE FOOD AND RESOURCES THEY NEED TO THRIVE | $7,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 225 FREEPORT STREET | NEW KENSINGTON | PA | 15068 | NONE | PC | TO BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITY, AND HOPE | $5,000 |
| IVY 1879 FOUNDATION INC | |||||||
| 43 PROSPECT AVENUE | PRINCETON | NJ | 08540 | NONE | PC | TO SUPPORT THE PRESERVATION OF THE IVY CLUB'S HISTORIC BUILDING | $25,000 |
| JOIN | |||||||
| PO BOX 16490 | PORTLAND | OR | 97292 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| KENTUCKY OPERA ASSOCIATION INC | |||||||
| 708 MAGAZINE STREET | LOUISVILLE | KY | 40203 | NONE | PC | TO PROMOTE A MORE EMPATHETIC, COMPASSIONATE, AND JUST COMMUNITY THROUGH THE POWER OF THE ARTS | $30,000 |
| LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW | |||||||
| 1500 K STREET NW 900 | WASHINTON | DC | 20005 | NONE | PC | TO SUPPORT ACHIEVEMENT OF RACIAL JUSTICE | $2,000 |
| LIBERTY HALL HISTORIC SITE | |||||||
| 202 WILKINSON STREET | FRANKFORT | KY | 40601 | NONE | PC | TO SERVE THE PUBLIC BY PRESERVING COLLECTIONS AND SHARING STORIES THAT ILLUSTRATE URBAN LIFE IN EARLY KENTUCKY | $12,500 |
| LOUISVILLE FREE PUBLIC LIBRARY FOUNDATION INC | |||||||
| 301 YORK STREET | LOUISVILLE | KY | 40203 | NONE | PC | BENEFITING AND ENHANCING THE PROGRAMS AND SERVICES OF THE LOUISVILLE FREE PUBLIC LIBRARY SINCE 1980 | $5,000 |
| MACULA SOCIETY | |||||||
| 3550 LANDER ROAD SUITE 250 | PEPPER PIKE | OH | 44124 | NONE | PC | GENERAL OPERATIONSCONTRIBUTED 25 SHARES OF MICROSOFT CORP STOCK ON 2/20/2025. COST BASIS OF $643 REPORTED AS BOOK VALUE; FAIR VALUE OF $10,398. | $10,398 |
| NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN | |||||||
| 333 JOHN CARLYLE STREET 125 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATIONS | $3,000 |
| NATURE CONSERVANCY | |||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PC | TO CONSERVE THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS | $5,000 |
| PINE ISLAND CAMP INC | |||||||
| PO BOX 242 | BRUNSWICK | ME | 04011 | NONE | PC | TO GIVE BOYS AN ADVENTUROUS, HAPPY, AND SAFE SUMMER EXPERIENCE | $10,000 |
| PORTLAND RESCUE MISSION | |||||||
| 1507 NE 122ND AVENUE | PORTLAND | OR | 97230 | NONE | PC | TO SUPPORT THE LIVES OF HOMELESS, HUNGRY, ABUSED, AND ADDICTED PEOPLE | $5,000 |
| POTOMAC RIVERKEEPER NETWORK | |||||||
| 3070 M STREET NW | WASHINGTON | DC | 20007 | NONE | PC | TO STOP POLLUTION AND RESTORE CLEAN WATER IN THE POTOMAC AND SHENANDOAH RIVERS | $1,000 |
| POTOMAC SCHOOL | |||||||
| 1301 POTOMAC SCHOOL ROAD | MCLEAN | VA | 22101 | NONE | PC | TO PREPARE STUDENTS TO LEAD LIVES OF PURPOSE, ACHIEVEMENT, AND GENEROSITY OF SPIRIT | $2,000 |
| RIVER FIELDS INC | |||||||
| 1201 STORY AVENUE STE 215 | LOUISVILLE | KY | 40206 | NONE | PC | TO PROTECT, PRESERVE, AND ENHANCE NATURAL AND CULTURAL RESOURCES ON BOTH SIDES OF THE OHIO RIVER | $10,000 |
| SECOND PRESBYTERIAN CHURCH | |||||||
| 3701 OLD BROWNSBORO ROAD | LOUISVILLE | KY | 40207 | NONE | PC | TO SUPPORT EDUCATIONAL AND FELLOWSHIP OPPORTUNITIES FOR CHILDREN, YOUTH, AND ADULTS | $10,000 |
| SEE INTERNATIONAL | |||||||
| PO BOX 981263 | W SACRAMENTO | CA | 95798 | NONE | PC | GENERAL OPERATIONS | $20,000 |
| SPEED ART MUSEUM | |||||||
| 2035 S 3RD STREET | LOUISVILLE | KY | 40208 | NONE | PC | TO INVITE EVERYONE TO CELEBRATE ART | $70,000 |
| THE HOLTON ARMS SCHOOL | |||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | NONE | PC | TO CULTIVATE THE UNIQUE POTENTIAL OF YOUNG WOMEN | $2,000 |
| THE LOUISVILLE ORCHESTRA INC | |||||||
| 624 W MAIN STREET STE 400 | LOUISVILLE | KY | 40202 | NONE | PC | BUILDING COMMUNITY WITH MUSIC | $25,000 |
| THE NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA | |||||||
| 2715 Q ST NW | WASHINGTON | DC | 20007 | NONE | PC | TO SUPPORT DUMBARTON HOUSE | $12,500 |
| UNIVERSITY OF KENTUCKY | |||||||
| 101 MAIN BUILDING | LEXINGTON | KY | 40506 | NONE | GOV | REACH OUT AND READ | $5,000 |
| VISUALLY IMPAIRED PRESCHOOL SERVICES INC | |||||||
| 1906 GOLDSMITH LANE | LOUISVILLE | KY | 40218 | NONE | PC | TO PROVIDE EARLY INTERVENTION SERVICES TO CHILDREN WHO ARE BLIND OR VISUALLY IMPAIRED | $10,000 |
| WEST END SCHOOL | |||||||
| 3628 VIRGINIA AVENUE | LOUISVILLE | KY | 40211 | NONE | PC | TO PROVIDE A SAFE AND STRUCTURED ENVIRONMENT FOR BOYS IN GRADES PRE-K THROUGH 8 | $30,000 |
| YEW DELL BOTANICAL GARDENS | |||||||
| 6220 OLD LAGRANGE ROAD | CRESTWOOD | KY | 40014 | NONE | PC | TO SPARK A PASSION FOR PLANTS AND GARDENING | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $515,398 | 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 | $184,067 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,424,314 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,608,381 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,608,381 | 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 | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - DETAILED MAINTAINED | BondNm |
| EOY Book Value | $99,286 | EOYBookValueAmt |
| EOYFMV | $101,148 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK - DETAIL MAINTAINED | StockNm |
| EOY Book Value | $4,038,976 | EOYBookValueAmt |
| EOYFMV | $7,408,454 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $100,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $99,970 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $604,810 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $612,633 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - DETAIL MAINTAINED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,574,084 | BookValueAmt |
| EOYFMV | $1,872,319 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE IN FV AND COST OF SECURITIES DONATED BY FOUNDATION (CURRENT YEAR) | Desc |
| Amt | $9,755 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $34,560 | $34,560 | $0 |
| ANNUAL SERVICE FEE | $150 | $150 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $4,261 | $4,261 | $0 |
| ESTIMATED TAX | $15,260 | $0 | $0 |