Jean B & E T Juday Gift Fund in Bowling Green, Kentucky (KY)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Kentucky
| Jean B & E T Juday Gift Fund | |
| Employer Identification Number (EIN) | 366850433 |
| Name of Organization | Jean B & E T Juday Gift Fund |
| In Care of Name | Christine L Lamb |
| Address | C/O Shana Hamilton 1525 Ivan Downs, Bowling Green, KY 42104 |
| Subsection | Charitable Organization |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Tax Period | 12/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,677,251 |
| Amount of Income | $751,259 |
| Form 990 Revenue Amount | $65,810 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $120,684 | $118,736 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $56,136 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $100 | |||
| Other | $64,448 | |||
| Total expenses and disbursements | $104,712 | $15,768 | $0 | $87,714 |
| Compensation of officers, directors, trustees, etc. | $1,738 | |||
| Total operating and administrative expenses | $18,512 | $15,768 | $1,514 | |
| Contributions, gifts, grants paid | $86,200 | |||
| Excess of revenue over expenses and disbursements | $15,972 | |||
| Net investment income | $102,968 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,677,251 | $1,848,755 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,079,140 | |
| Investments-corporate bonds | $478,824 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $162,303 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,677,251 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $64,448 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $2,059 |
| Total credits and payments | $520 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $520 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1,539 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,868,449 |
| Net value of noncharitable-use assets | $1,840,420 |
| Minimum investment return | $92,021 |
| Distributable Amount (for 2012) | |
| Distributable amount | $89,962 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $89,962 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Kentucky | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | International Gynecologic Cancer Society | 125 Chenoweth Ln Ste 201, Louisville, KY 40207-2641 | KY | 2000-08 | $75,415 |
| 2 | International Jumper Futurity | PO BOX 1445, Georgetown, KY 40324-6445 | KY | 1991-06 | $240,351 |
| 3 | International Mission Fund Incorporated | 2810 Borowick Cir, Lagrange, KY 40031-8309 | KY | 1974-05 | $51,710 |
| 4 | International Reading Association Inc, Greater Louisville Reading Council | 2325 Deveron Drive, Louisville, KY 40216 | KY | 1965-05 | $88,645 |
| 5 | Imago International Inc | 2365 Harrodsburg Rd Ste A325, Lexington, KY 40504-3366 | KY | 2003-04 | $760,968 |
| 6 | International Assoc Of Bridge 522 Structural & Ornamamental Iron Wkr, 522 | PO BOX 75207, Ft Thomas, KY 41075-0207 | KY | 1940-11 | $94,412 |
| 7 | International Brotherhood Of Electrical Workers, Ibew Local 1224 Ibew 1224 Local | 823 Eastland Drive, Villa Hills, KY 41017 | KY | 1940-08 | $50,565 |
| 8 | International Dwarf Fruit Tree | 201 E Main St Ste 1405, Lexington, KY 40507-2004 | KY | 1981-10 | $377,421 |
| 9 | International Association Of R S Prussia Collectors Inc | 103 Circle Dr, Mayfield, KY 42066 | KY | 1987-06 | $22,240 |
| 10 | Jockeys Guild Inc | 220, Lexington, KY 40503 | KY | 1998-06 | $3,171,832 |
| 11 | Jean B & E T Juday Gift Fund | C/O Shana Hamilton 1525 Ivan Downs, Bowling Green, KY 42104 | KY | $751,259 | |
| 12 | International Telecommunications Education & Research Association | 207 Industry And Technology Center, Murray, KY 42071 | KY | 2015-01 | $19,607 |
| 13 | International Society For Medical Education Us | 1016 Ky Blvd, Hazard, KY 41701 | KY | 1997-10 | $0 |
| 14 | International Society Of Boiler And Pressure Vessel Inspectors Inc | PO BOX 128, Whitesville, KY 42378-0128 | KY | 2006-04 | $245 |
| 15 | International Society Of Systems Sciences | 1408 1/2 Central Avenue, Ashland, KY 41101 | KY | 1999-12 | $56,760 |
| 16 | International Spa Association Foundation Ltd | 2365 Harrodsburg Rd Ste A325, Lexington, KY 40504-3366 | KY | 1999-10 | $275,627 |
| 17 | International Spa Association Inc | 2365 Harrodsburg Rd Ste A325, Lexington, KY 40504-3366 | KY | 1994-05 | $4,828,924 |
| 18 | International Thomas Merton Society Inc, Bellarmine College | 2001 Newburg Rd - Bellarmine Univ, Louisville, KY 40205 | KY | 1992-11 | $66,887 |
| 19 | International Three Year Old Hunter Performance Futurity Inc | PO BOX 13244, Lexington, KY 40583-3244 | KY | 2005-12 | $102,993 |
| 20 | International Union Of Bricklayers And Allied Craftworkers, Bac 7 Local Kentucky | 2553 Carter Ave, Ashland, KY 41101-7829 | KY | 1965-01 | $130,503 |
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