William Frank Lebus Jr Tr Uw in Paris, Kentucky (KY)

William Frank Lebus Jr Tr Uw
Employer Identification Number (EIN)	206658002
Name of Organization	William Frank Lebus Jr Tr Uw
In Care of Name	Kentucky Bank
Address	PO BOX 157, Paris, KY 40362-0157
Subsection	4947(a)(1) - Private Foundation (Form 990PF Filer)
Foundation	All organizations except 501(c)(3)
Exempt Organization Status	Trust described in section 4947(a)(2) of the IR Code
Tax Period	12/2014
Assets	$5,000,000 to $9,999,999
Income	$500,000 to $999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$6,127,973
Amount of Income	$687,202
Form 990 Revenue Amount	$525,150

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$306,225	$287,100	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$90,260
Dividends and interest from securities	$148,579
Gross rents	$0
Gross sales price for all assets	$1,306,107
Gross profit from sales of goods	$0
Other income	$0
Other	$67,386
Total expenses and disbursements	$368,275	$47,804	$0	$320,471
Compensation of officers, directors, trustees, etc.	$42,346
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$0
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$68,977	$47,804		$21,173
Contributions, gifts, grants paid	$299,298
Excess of revenue over expenses and disbursements	$-62,050
Net investment income		$239,296
Adjusted net income			$0

	2005		2006		2007		2008		2009		2010		2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$5,790,529	$5,923,976	$6,289,904	$7,313,551	$6,263,603	$7,547,807	$6,234,912	$5,942,587	$6,164,733	$6,061,836	$6,313,393	$6,353,361	$6,344,440	$6,192,983	$6,308,330	$6,788,233	$6,247,885	$7,563,094
Cash - non-interest-bearing	$1,656,696		$0		$0		$0		$0		$0		$0		$1,335		$0
Investments-U.S. and state government obligations	$961,049		$961,049		$390,027		$484,523		$206,165		$459,960		$459,960		$459,960		$408,975
Investments-corporate stock	$2,230,389		$3,009,013		$3,210,847		$3,448,136		$3,631,588		$3,834,138		$4,025,458		$3,500,595		$3,578,814
Investments-corporate bonds	$147,009		$1,144,248		$2,418,898		$1,943,710		$2,062,785		$1,859,181		$1,765,519		$2,213,889		$2,225,080
Investments-mortgage loans	$0		$0		$0		$0		$0		$0		$0		$0		$0
Investments-other	$795,386		$707,500		$150,000		$150,000		$0		$0		$0		$0		$0
Other assets															$0		$0
Total liabilities	$0		$0		$0		$0		$0		$0		$0		$0		$0
Total liabilities and net assets/fund balances	$5,790,529		$6,289,904		$6,263,603		$6,234,912		$6,164,733		$6,313,393		$6,344,440		$6,308,330		$6,247,885

	2005	2006	2007	2008	2009	2010	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$0	$68,561	$0	$6,831	$0	$184,784	$288,870	$0	$67,386
Net capital loss	$0	$0	$-48,479	$0	$-59,524	$0	$0	$-39,630	$0

	2005	2006	2007	2008	2009	2010	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No	No	No	No	No	No	No
Tax based on investment income	$71	$3,970	$3,827	$2,006	$1,948	$3,802	$4,535	$980	$2,393
Total credits and payments	$0	$0	$0	$0	$0	$0	$0	$0	$2,848
Current year estimated tax payments and previous year's overpayment credited to current year	$0	$0	$0	$0	$0	$0	$0	$0	$1,000
Exempt foreign organizations-tax withheld at source	$0	$0	$0	$0	$0	$0	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0	$0	$0	$0	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0	$0	$0	$0	$0	$0	$1,848
Any penalty for underpayment of estimated tax	$0	$0	$0	$78	$59	$0	$0	$22	$0
Tax due								$1,002	$0
Overpayment								$0	$455
Amount to be credited to next year's estimated tax	$0	$0	$0	$0	$0	$0	$0	$0	$455

	2005	2006	2007	2008	2009	2010	2011	2012	2013
Statements Regarding Activities
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	No	No	No	No	No	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?								No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?								No	No
Has the foundation filed a tax return on Form 990-T for this year?								No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No	No	No	No	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?								Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No	No	No	No	No	No	No
Did any persons become substantial contributors during the tax year?								Yes	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?								No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?								Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041								Yes	Yes

	2005	2006	2007	2008	2009	2010	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No	No	No	No	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No	No	No	No	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No	No	No	No	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No	No	No	No	No	No	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	No	No	No	No	No	No	No	No
Agree to pay money or property to a government official?	No	No	No	No	No	No	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?								No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?								No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No	No	No	No	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?								No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No	No	No	No	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No	No	No	No	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No	No	No	No	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?								No	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	No	No	No	No	No	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No	No	No	No	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No	No	No	No	No	No	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	No	No	No	No	No	No	No	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	No	No	No	No	No	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?								No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?								No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?								No	No

	2005	2006	2007	2008	2009	2010	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$5,909,489	$6,611,521	$7,430,679	$6,745,197	$6,002,211	$6,207,598	$6,273,172	$6,490,608	$7,175,664
Net value of noncharitable-use assets								$6,393,249	$7,068,029
Minimum investment return	$14,354	$325,617	$365,961	$332,201	$295,609	$305,724	$308,954	$319,662	$353,401

	2005	2006	2007	2008	2009	2010	2011	2012	2013
Distributable Amount
Distributable amount	$174	$316,955	$356,256	$330,195	$293,661	$294,231	$256,871	$318,682	$351,008

	2005	2006	2007	2008	2009	2010	2011	2012	2013
Undistributed Income
Distributable amount for this year	$174	$316,955	$356,256	$330,195	$293,661	$294,231	$256,871	$318,682	$351,008
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$28,544	$112,473	$185,204	$232,545	$239,190	$298,299	$328,836

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
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

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$90,260	$0
Dividends and interest from securities	$148,579	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend William Frank Lebus Jr Tr Uw to others? (optional)

Yes

Add photo of William Frank Lebus Jr Tr Uw (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (18.224.62.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Isaiah House Inc in Willisburg, KY
Boyle Mercer County Helping Hands Association Inc in Danville, KY
Louisville Poker Society in Louisville, KY
Southwest E-Z-Duz-It Club Inc in Louisville, KY
Campbell County Rural Knothole League Inc in Alexandria, KY
Boston Union Church Foundation in Butler, KY
Vineyard Worship Center in Mortons Gap, KY
Dover Volunteer Fire Department Inc in Dover, KY
Kentucky Environmental Foundation Inc in Berea, KY
St Stephens Cemetery Association in Louisville, KY

Recently Added Reviews

Isaiah House Inc in Willisburg, KY

Boyle Mercer County Helping Hands Association Inc in Danville, KY

Louisville Poker Society in Louisville, KY

Southwest E-Z-Duz-It Club Inc in Louisville, KY

Campbell County Rural Knothole League Inc in Alexandria, KY

Boston Union Church Foundation in Butler, KY

Vineyard Worship Center in Mortons Gap, KY

Dover Volunteer Fire Department Inc in Dover, KY

Kentucky Environmental Foundation Inc in Berea, KY

St Stephens Cemetery Association in Louisville, KY

Id	Name	Address	State	Established	Total Income
Other organizations in Kentucky
1	Nancy Mitchell Price Tr Uw Fbo Covenant United Methodist Church, Walker Jeffrey R Ttee	201 West Short Street, Lexington, KY 40507-1231	KY		$4,345
2	Nancy Mitchell Price Tr Uw Fbo Methodist Childrens Home Of Kentuc, Walker Jeffrey R Ttee	201 West Short Street, Lexington, KY 40507-1231	KY		$108,385
3	National Council Of The United States Society Of St Vincet De Pau	2655 Crescent Springs Pike, Erlanger, KY 41017-1504	KY	2008-09	$1,918,645
4	Nearctic Reginal Section Of The International Organization For	Dept Entomology Univ Of Kentucky, Lexington, KY 40546	KY	1995-10	$7,457
5	Old Louisville Business And Professional Association	1302 Texas Avenue, Louisville, KY 40217	KY	2011-09	$55,423
6	Oldham County Saddle Club	2306 East Highway 22, Crestwood, KY 40014	KY	2011-09	$7,628
7	Phi Gamma Delta Fraternity	653 Maxwelton Ct, Lexington, KY 40508	KY	1940-11	$70,235
8	Robert Scott Charitable Tr	111 Lookout Farm Dr, Crestview Hls, KY 41017-4712	KY		$25,209
9	Saratoga Community Recreation Association	PO BOX 99525, Louisville, KY 40269-0525	KY	2012-09	$112,221
10	Wesley Foundation	508 Columbia Ave, Lexington, KY 40508-3411	KY	1974-10	$258,798
11	William Frank Lebus Jr Tr Uw	PO BOX 157, Paris, KY 40362-0157	KY		$687,202
12	Woodford Hills Inc, Woodford Hills Country Club	3495 Mccowans Ferry Rd, Versailles, KY 40383-9032	KY	2011-05	$440,941
13	Woodmen Of The World Omaha Woodmen Life Insurance Society	3231 Western Hills Rd, Foster, KY 41043	KY	1941-12	$89,204
14	American Guild Of Organists	3456 Belvoir Drive, Lexington, KY 40502	KY	1967-08	$113,797
15	Daniel Boone Pioneer Festival Inc	2 S Maple St, Winchester, KY 40391-1902	KY	2009-06	$63,254
16	Disabled American Veterans	2504 Island Creek Road, Pikeville, KY 41501	KY	1942-06	$3,761
17	Falls Cities Rabbit Breeders Association Inc	251 Sunny Hill Dr, Shepherdsvlle, KY 40165-6838	KY	2012-05	$956
18	Family Institute Inc	3475 Lyon Dr Apt 94, Lexington, KY 40513-1134	KY	2003-08	$1
19	Fleming County Habitat For Humanity	Po Box 69, Flemingsburg, KY 41041	KY	1987-01	$113,537
20	Fourth District Education Association	1690 Ring Road Ste 240, Elizabethtown, KY 42701	KY	2013-01	$27,127

NonProfitFacts.com is not associated with, endorsed by, or sponsored by William Frank Lebus Jr Tr Uw and has no official or unofficial affiliation with William Frank Lebus Jr Tr Uw