Curtis W Miles Charitable Trust in Louisville, 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
| Curtis W Miles Charitable Trust | |
| Employer Identification Number (EIN) | 656050439 |
| Name of Organization | Curtis W Miles Charitable Trust |
| In Care of Name | Bank Of Boston Florida Trustee |
| Address | 4350 Brownsboro Rd Ste 210, Louisville, KY 40207-1681 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $2,254,597 |
| Amount of Income | $443,386 |
| Form 990 Revenue Amount | $99,658 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $99,658 | $99,658 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $85,564 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $626 | |||
| Other | $13,468 | |||
| Total expenses and disbursements | $136,608 | $18,713 | $0 | $116,921 |
| Compensation of officers, directors, trustees, etc. | $19,213 | |||
| Total operating and administrative expenses | $21,608 | $18,713 | $1,921 | |
| Contributions, gifts, grants paid | $115,000 | |||
| Excess of revenue over expenses and disbursements | $-36,950 | |||
| Net investment income | $80,945 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,254,597 | $2,450,507 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,198,787 | |
| Other | $55,810 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,254,597 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $13,468 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $809 |
| Total credits and payments | $960 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $960 |
| 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 | $1 |
| Overpayment | $150 |
| Amount to be credited to 2012 estimated tax | $150 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $2,488,251 |
| Net value of noncharitable-use assets | $2,450,920 |
| Minimum investment return | $122,546 |
| Distributable Amount (for 2011) | |
| Distributable amount | $121,737 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $121,737 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Louisville Poker Society in Louisville, KY
 |
| Southwest E-Z-Duz-It Club Inc in Louisville, KY |
| St Stephens Cemetery Association in Louisville, KY |
Eastern Cemetery Louisville Crematory Green Wood Cemetery Co in Louisville, KY
 |
| Filipino-American Heritage Association Inc in Louisville, KY |
|
Arts Council Of Louisville Inc in Louisville, KY
|
|
Culture University Educational Program in Louisville, KY
|
|
George Rogers Clark Park Neighborhood Association in Louisville, KY
|
|
El Delirio Producciones in Louisville, KY
|
|
Fairness Education Fund Inc in Louisville, KY
|
| Other organizations in Kentucky | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Cumberland River Volunteer Fire Department Inc | PO BOX 150, Partridge, KY 40862-0150 | KY | 1987-01 | $4,212 |
| 2 | Cumberland Trace Legal Services Inc, Kentucky Legal Aid | 1700 Destiny Ln, Bowling Green, KY 42104-1063 | KY | 1978-03 | $2,889,609 |
| 3 | Cumberland Trails United Way Inc | PO BOX 2092, Middlesboro, KY 40965-4092 | KY | 1986-11 | $71,299 |
| 4 | Cumberland Valley Apartments Inc | 542 Cary Ln, Burkesville, KY 42717-8938 | KY | 1988-09 | $131,244 |
| 5 | Cumberland Valley Childrens Advocacy Center Inc, Tlc House | 1130 E 4th St, London, KY 40741-2529 | KY | 1999-05 | $239,085 |
| 6 | Cumberland Valley Electric Co-Op Corp | PO BOX 440, Gray, KY 40734-0440 | KY | 1943-02 | $50,600,369 |
| 7 | Cumberland Valley Fraternal Order Of Police Shop With A Cop Inc | Po Box 611, London, KY 40743 | KY | 2002-03 | $0 |
| 8 | Cumberland Valley Manor Inc | PO BOX 438, Burkesville, KY 42717-0438 | KY | 1979-02 | $5,754,517 |
| 9 | Cumberland Valley Rc&d Council Inco Rporated | PO BOX 3167, London, KY 40743-3167 | KY | 1993-07 | $177,628 |
| 10 | Cumberland Wellness Properties Inc | 6180 College Station Dr, Williamsburg, KY 40769-1372 | KY | 2009-02 | $190,000 |
| 11 | Curtis W Miles Charitable Trust | 4350 Brownsboro Rd Ste 210, Louisville, KY 40207-1681 | KY | 1990-09 | $443,386 |
| 12 | Custer Area Vol Fire Dept | P O Box 69, Custer, KY 40115-0069 | KY | 2013-12 | $0 |
| 13 | Custom Quality Services Inc | 3401 Jewell Ave, Louisville, KY 40212-2139 | KY | 1980-03 | $2,901,643 |
| 14 | Cutshin Bible Mission | 12500 Cutshin Rd, Yeaddiss, KY 41777-8954 | KY | 1964-11 | $32,232 |
| 15 | Cutshin Volunteer Fire & Rescue Department Inc | PO BOX 2, Yeaddiss, KY 41777-0002 | KY | 1984-06 | $65,842 |
| 16 | Cynthiana Country Club Inc | PO BOX 476, Cynthiana, KY 41031-0476 | KY | 1991-03 | $331,449 |
| 17 | Cyrus Health Systems Corporation | 7902 Pickwick Ln, Louisville, KY 40219-3727 | KY | 2003-03 | $159,032 |
| 18 | D & R Family Charitable Trust, Cullinan R Keith Ttee | 295 N Hubbards Ln Ste 203, Louisville, KY 40207-8230 | KY | 1997-08 | $5,741 |
| 19 | D & R Family Foundation | PO BOX 481, Burlington, KY 41005-0481 | KY | 2009-03 | $14,700 |
| 20 | Dairy Products Association Of Kentucky | 514 General John Payne Blvd, Georgetown, KY 40324-8665 | KY | 1933-03 | $39,022 |
Organization representatives - add corrected or new information about Curtis W Miles Charitable Trust »
Non-representatives - add comments about Curtis W Miles Charitable Trust»