Lizzie Mannen Turney Winn Testa Mentary Trust T D Grubbs in Mt Sterling, 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
| Lizzie Mannen Turney Winn Testa Mentary Trust T D Grubbs | |
| Employer Identification Number (EIN) | 616033152 |
| Name of Organization | Lizzie Mannen Turney Winn Testa Mentary Trust T D Grubbs |
| In Care of Name | T D Grubbs |
| Address | PO BOX 449, Mt Sterling, KY 40353-0449 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1965 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 03/2012 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $788,956 |
| Amount of Income | $117,447 |
| Form 990 Revenue Amount | $25,449 |
Non-representatives - add comments:
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 | $25,449 | $56,477 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $56,477 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $101,150 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $101,150 | |||
| Excess of revenue over expenses and disbursements | $-75,701 | |||
| Net investment income | $56,477 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $788,956 | $1,441,966 |
| Cash - non-interest-bearing | $19,400 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $767,556 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $2,000 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $788,956 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-31,028 |
| 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 | $565 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $565 |
| 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 | $1,449,364 |
| Net value of noncharitable-use assets | $1,427,620 |
| Minimum investment return | $71,381 |
| Distributable Amount (for 2012) | |
| Distributable amount | $70,816 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $70,816 |
| 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 | Little Sandy Fire District | PO BOX 101, Argillite, KY 41121-0101 | KY | 1988-10 | $272,378 |
| 2 | Little Shepherds Daycare Inc | 111 N Mcwhorter St, London, KY 40741-1379 | KY | 2007-06 | $190,853 |
| 3 | The Tradewater Foundation Inc | P O Box 208, Sturgis, KY 42459 | KY | 2003-04 | $44,200 |
| 4 | Live The Dream Development Inc | 247 Double Springs Rd, Bowling Green, KY 42101-5160 | KY | 2004-08 | $15,149 |
| 5 | Living Arts & Science Center Inc | 362 N Martin Luther King Blvd, Lexington, KY 40508-1840 | KY | 1969-04 | $1,880,027 |
| 6 | Living Water Full Gospel Church Inc | PO BOX 659, Hazard, KY 41702-0659 | KY | 1998-02 | $0 |
| 7 | Living Waters Christian School | 9702 E Highway 221, Bledsoe, KY 40810 | KY | 1985-08 | $82,942 |
| 8 | Livingston County Fair Association, Liv Co Fair Assn | PO BOX 381, Salem, KY 42078-0381 | KY | 1997-04 | $103,261 |
| 9 | Livingston County Helping Hands Inc | PO BOX 296, Smithland, KY 42081-0296 | KY | 2000-03 | $390,890 |
| 10 | Livingston Economic Alternatives In Progress Inc | PO BOX 246, Livingston, KY 40445-0246 | KY | 1984-06 | $81,254 |
| 11 | Lizzie Mannen Turney Winn Testa Mentary Trust T D Grubbs | PO BOX 449, Mt Sterling, KY 40353-0449 | KY | 1965-06 | $117,447 |
| 12 | Lloyd F Schmitz Char Tr Ua 10122001 Fbo Peters United Methodist Church | PO BOX 32760, Louisville, KY 40232-2760 | KY | 2005-08 | $389,484 |
| 13 | Local Labor Market 15 School To Work Council Inc | 24 W Lexington Ave, Winchester, KY 40391 | KY | 1999-10 | $0 |
| 14 | Local Union No 369 Electrical Workers Building Corporation | 4315 Preston Hwy Ste 102, Louisville, KY 40213-2000 | KY | 1968-11 | $252,683 |
| 15 | Logan County Chamber Of Commerce | 116 S Main St, Russellville, KY 42276-1902 | KY | 1978-03 | $126,201 |
| 16 | Logan County Good Samaritan Incorporated | PO BOX 1602, Russellville, KY 42276-3602 | KY | 2001-06 | $134,487 |
| 17 | Logan County Humane Society Inc | PO BOX 1001, Russellville, KY 42276-3001 | KY | 1994-04 | $133,197 |
| 18 | Logan County Literacy Council Inc | 167 S Main St, Russelville, KY 42276 | KY | 1987-07 | $0 |
| 19 | Logans Employee Medical Benefit Plan | PO BOX 729, Shelbyville, KY 40066-0729 | KY | 1989-02 | $576,852 |
| 20 | Lois Jane Incorporated | 501 W Main St Ste A, Glasgow, KY 42141 | KY | 1980-07 | $36,168 |
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