-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
CRALLE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
1300 CLEAR SPRINGS TRACE STE 9
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOUISVILLE
,
KY
40223
A Employer identification number
61-1179672
B
Telephone number (see instructions)
(502) 581-1148
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
8,481,726
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
1
4
Dividends and interest from securities
...
203,013
203,013
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
413,194
b
Gross sales price for all assets on line 6a
2,299,360
7
Capital gain net income (from Part IV, line 2)
...
413,194
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
444
444
12
Total.
Add lines 1 through 11
........
616,652
616,651
13
Compensation of officers, directors, trustees, etc.
106,698
0
106,698
14
Other employee salaries and wages
......
8,038
0
8,038
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
5,724
2,862
2,862
b
Accounting fees (attach schedule)
.......
7,278
3,639
3,639
c
Other professional fees (attach schedule)
....
38,859
38,859
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
41,460
19,345
22,115
19
Depreciation (attach schedule) and depletion
...
13,064
0
20
Occupancy
..............
27,485
0
27,485
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
43,635
10,981
32,824
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
292,241
75,686
203,661
25
Contributions, gifts, grants paid
.......
836,675
836,675
26
Total expenses and disbursements.
Add lines 24 and 25
1,128,916
75,686
1,040,336
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-512,264
b
Net investment income
(if negative, enter -0-)
540,965
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
6,786
2
Savings and temporary cash investments
.........
306,745
356,758
356,758
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
2,591,526
3,242,619
5,300,172
c
Investments—corporate bonds (attach schedule)
.......
2,116,822
2,123,460
2,181,083
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,808,446
595,838
642,496
14
Land, buildings, and equipment: basis
24,022
Less: accumulated depreciation (attach schedule)
22,805
1,831
1,217
1,217
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
6,832,156
6,319,892
8,481,726
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
8,138,882
8,138,882
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
-1,306,726
-1,818,990
29
Total net assets or fund balances
(see instructions)
.....
6,832,156
6,319,892
30
Total liabilities and net assets/fund balances
(see instructions)
.
6,832,156
6,319,892
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
6,832,156
2
Enter amount from Part I, line 27a
.....................
2
-512,264
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
6,319,892
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
6,319,892
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
NONDIVIDEND DISTRIBUTIONS
P
b
SALE OF MARKETABLE SECURITIES
P
c
SALE OF MARKETABLE SECURITIES
P
d
CAPITAL GAIN DISTRIBUTIONS
P
e
ALTERNATIVE INVESTMENTS
P
EAGLE GROWTH
P
EAGLE GROWTH
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
1,175
1,175
b
585,135
578,065
7,070
c
1,616,122
1,308,101
308,021
d
5,601
5,601
e
31,545
31,545
24,206
24,206
35,576
35,576
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
1,175
b
7,070
c
308,021
d
5,601
e
31,545
24,206
35,576
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
413,194
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
702,814
8,846,294
0.079447
2017
703,151
9,220,421
0.076260
2016
760,548
9,099,766
0.083579
2015
844,136
9,410,526
0.089701
2014
749,818
9,948,962
0.075366
2
Total
of line 1, column (d)
.....................
2
0.404353
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.080871
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
8,393,946
5
Multiply line 4 by line 3
......................
5
678,827
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
5,410
7
Add lines 5 and 6
........................
7
684,237
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,040,336
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
5,410
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
5,410
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
5,410
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
14,080
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
14,080
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
8,670
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
8,670
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
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?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
KY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
CRALLE FOUNDATION INC
Telephone no.
(502) 581-1148
Located at
1300 CLEAR SPRINGS TRACE STE 9
LOUISVILLE
KY
ZIP+4
40223
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), 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? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a 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? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), 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? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
JAMES T CRAIN JR
EXEC. DIR
30.00
27,083
0
0
1300 CLEAR SPRINGS TRACE STE 9
LOUISVILLE
,
KY
40223
JOAN C DAY
PRESIDENT
0.00
0
0
0
1300 CLEAR SPRINGS TRACE STE 9
LOUISVILLE
,
KY
40223
SUSAN DAY
TRUSTEE
0.00
0
0
0
1300 CLEAR SPRINGS TRACE STE 9
LOUISVILLE
,
KY
40223
CAROLYN DAY
TRUSTEE
0.00
0
0
0
1300 CLEAR SPRINGS TRACE STE 9
LOUISVILLE
,
KY
40223
MICHAEL F PEERY
EXEC. DIR
40.00
79,615
0
0
1300 CLEAR SPRINGS TRACE STE 9
LOUISVILLE
,
KY
40223
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
7,842,832
b
Average of monthly cash balances
.......................
1b
678,941
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
8,521,773
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
8,521,773
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
127,827
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
8,393,946
6
Minimum investment return.
Enter 5% of line 5
..................
6
419,697
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
419,697
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
5,410
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
5,410
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
414,287
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
414,287
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
414,287
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,040,336
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,040,336
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
5,410
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,034,926
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
414,287
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
268,424
b
From 2015
......
382,998
c
From 2016
......
313,408
d
From 2017
......
255,526
e
From 2018
......
274,540
f
Total
of lines 3a through e
........
1,494,896
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,040,336
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
414,287
e
Remaining amount distributed out of corpus
626,049
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
2,120,945
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
268,424
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,852,521
10
Analysis of line 9:
a
Excess from 2015
....
382,998
b
Excess from 2016
....
313,408
c
Excess from 2017
....
255,526
d
Excess from 2018
....
274,540
e
Excess from 2019
....
626,049
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MICHAEL F PEERY
1300 CLEAR SPRINGS TRACE STE 9
LOUISVILLE
,
KY
40223
(502) 581-1148
INFO@THECRALLEFOUNDATION.ORG
b
The form in which applications should be submitted and information and materials they should include:
EMAIL INFO@THECRALLEFOUNDATION.ORG FOR AN APPLICATION.
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CHARITABLE
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
21ST CENTURY PARKS
471 W MAIN ST 202
LOUISVILLE
,
KY
40202
NONE
NO
GENERAL OPERATING COSTS
13,400
ALICE LLOYD COLLEGE
100 PURPOSE ROAD
PIPPA PASSES
,
KY
41844
NONE
NO
GENERAL OPERATING COSTS
5,000
AMERICAN RED CROSS LOUISVILLE CHAPTER
510 E CHESTNUT ST
LOUISVILLE
,
KY
40201
NONE
NO
GENERAL OPERATING COSTS
5,000
THE ASHBROOK CENTER AT ASHLAND UNIVERSITY
401 COLLEGE AVE
ASHLAND
,
OH
44805
NONE
NO
GENERAL OPERATING COSTS
10,000
BEACON HOUSE
963 S 2ND ST
LOUISVILLE
,
KY
40203
NONE
NO
GENERAL OPERATING COSTS
5,000
BIG BROTHERS BIG SISTERS
1519 GARDINER LN
LOUISVILLE
,
KY
40218
NONE
NO
GENERAL OPERATING COSTS
10,000
BLUEGRASS CENTER FOR AUTISM
1250 BARDSTOWN RD 15
LOUISVILLE
,
KY
40204
NONE
NO
GENERAL OPERATING COSTS
5,000
BOYS AND GIRLS HAVEN
2301 GOLDSMITH LANE
LOUISVILLE
,
KY
40218
NONE
NO
GENERAL OPERATING COSTS
5,000
BOYS AND GIRLS CLUBS OF KENTUCKIANA
3900 CRITTENDEN DRIVE
LOUISVILLE
,
KY
40209
NONE
NO
GENERAL OPERATING COSTS
7,000
BOYS AND GIRLS CLUBS OF BLUFFTON
100 H E MCCRACKEN CIR
BLUFFTON
,
SC
29910
NONE
NO
GENERAL OPERATING COSTS
8,000
CARNEGIE CENTER FOR LITERACY
251 W 2ND ST
LEXINGTON
,
KY
40507
NONE
NO
GENERAL OPERATING COSTS
5,000
CASA
1155 HARRY SYKES WAY
LEXINGTON
,
KY
40504
NONE
NO
GENERAL OPERATING COSTS
12,000
CATHOLIC EDUCATION FOUNDATION
401 W MAIN ST 806
LOUISVILLE
,
KY
40202
NONE
NO
GENERAL OPERATING COSTS
5,000
CEDAR LAKE FOUNDATION
9505 WILLIAMSBURG PLAZA
LOUISVILLE
,
KY
40222
NONE
NO
GENERAL OPERATING COSTS
7,500
CENTER FOR COURAGEOUS KIDS
1501 BURNLEY RD
SCOTTSVILLE
,
KY
42164
NONE
NO
GENERAL OPERATING COSTS
5,000
CHOICE INC
3715 BARDSTOWN RD
LOUISVILLE
,
KY
40218
NONE
NO
GENERAL OPERATING COSTS
7,500
CITIZENS ATTACKING ADDICTION
119 S SHERRIN SUITE 230
LOUISVILLE
,
KY
40207
NONE
NO
GENERAL OPERATING COSTS
10,000
KET THE KENTUCKY NETWORK
600 COOPER DRIVE
LEXINGTON
,
KY
40502
NONE
NO
GENERAL OPERATING COSTS
1,500
CRITICALLY LOVED
PO BOX 43047
LOUISVILLE
,
KY
40253
NONE
NO
GENERAL OPERATING COSTS
5,000
DARE TO CARE
5803 FERN VALLEY RD
LOUISVILLE
,
KY
40228
NONE
NO
GENERAL OPERATING COSTS
22,000
DREAM RIDERS OF KENTUCKY INC
4705 WINKLER RD
PHILPOT
,
KY
42366
NONE
NO
GENERAL OPERATING COSTS
3,000
DRESS FOR SUCCESS LOUISVILLE
913 E MAIN ST
LOUISVILLE
,
KY
40206
NONE
NO
GENERAL OPERATING COSTS
5,000
ELDERSERVE
215 W BRECKENRIDGE ST
LOUISVILLE
,
KY
40203
NONE
NO
GENERAL OPERATING COSTS
10,000
FHGR INC
16431 TAYLORSVILLE RD
FISHERVILLE
,
KY
40023
NONE
NO
GENERAL OPERATING COSTS
5,000
FAMILY & CHILDRENS PLACE
525 ZANE ST
LOUISVILLE
,
KY
40203
NONE
NO
GENERAL OPERATING COSTS
18,000
FAMILY ENRICHMENT CENTER
1133 ADAMS ST
BOWLING GREEN
,
KY
42101
NONE
NO
GENERAL OPERATING COSTS
5,000
FAMILY SCHOLAR HOUSE
403 REG SMITH CIRCLE
LOUISVILLE
,
KY
40208
NONE
NO
GENERAL OPERATING COSTS
7,500
FATHER BRADLEY SHELTER FOR WOMEN & CHILDREN
530 KLUTEY PARK PLAZA DRIVE
HENDERSON
,
KY
42420
NONE
NO
GENERAL OPERATING COSTS
5,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROAD
KANSAS CITY
,
MO
64129
NONE
NO
GENERAL OPERATING COSTS
5,500
FUND FOR THE ARTS
623 W MAIN ST 200
LOUISVILLE
,
KY
40202
NONE
NO
GENERAL OPERATING COSTS
5,000
KY POVERTY INITIATIVE
1515 S 3RD ST
LOUISVILLE
,
KY
40208
NONE
NO
GENERAL OPERATING COSTS
5,000
GIRL SCOUTS OF KENTUCKIANA
2115 LEXINGTON RD
LOUISVILLE
,
KY
40206
NONE
NO
GENERAL OPERATING COSTS
10,000
GOODWILL INDUSTRIES OF KY
907 E BROADWAY
LOUISVILLE
,
KY
40204
NONE
NO
GENERAL OPERATING COSTS
5,000
GREATER LOUISVILLE INC
614 W MAIN ST 6000
LOUISVILLE
,
KY
40202
NONE
NO
GENERAL OPERATING COSTS
5,000
HABITAT FOR HUMANITY OF METRO LOUISVILLE
1620 BANK ST
LOUISVILLE
,
KY
40203
NONE
NO
GENERAL OPERATING COSTS
7,000
LEXINGTON HABITAT FOR HUMANITY
700 E LOUDON AVE
LEXINGTON
,
KY
40505
NONE
NO
GENERAL OPERATING COSTS
2,500
HAND IN HAND MINISTRIES
518 N 26TH ST
LOUISVILLE
,
KY
40212
NONE
NO
GENERAL OPERATING COSTS
6,000
HELPING HANDS OUTREACH MINISTRIES
1589 RICHMOND ROAD
IRVINE
,
KY
40336
NONE
NO
GENERAL OPERATING COSTS
3,500
HEUSER HEARING & LANGUAGE
115 E KENTUCKY ST
LOUISVILLE
,
KY
40203
NONE
NO
GENERAL OPERATING COSTS
5,000
HARBOR HOUSE OF LOUISVILLE
2231 LOWER HUNTERS TRACE
LOUISVILLE
,
KY
40216
NONE
NO
GENERAL OPERATING COSTS
10,000
HOME OF THE INNOCENTS
1100 E MARKET ST
LOUISVILLE
,
KY
40206
NONE
NO
GENERAL OPERATING COSTS
10,000
HOUSE OF RUTH
607 E ST CATHERINE ST
LOUISVILLE
,
KY
40203
NONE
NO
GENERAL OPERATING COSTS
6,000
ISAIAH HOUSE
2084 MAIN ST
WILLISBURG
,
KY
40078
NONE
NO
GENERAL OPERATING COSTS
5,000
JUNIOR ACHIEVEMENT OF KENTUCKIANA
1401 W MUHAMMAD ALI BLVD
LOUISVILLE
,
KY
40203
NONE
NO
GENERAL OPERATING COSTS
5,000
KORE ACADEMY
4300 NICHOLASVILLE RD
LEXINGTON
,
KY
40515
NONE
NO
GENERAL OPERATING COSTS
5,000
KY COALITION AGAINST DOMESTIC VIOLENCE
111 DARBY SHIRE CIR
FRANKFORT
,
KY
40601
NONE
NO
GENERAL OPERATING COSTS
5,000
KENTUCKY HARVEST
7705 NATIONAL TURNPIKE
LOUISVILLE
,
KY
40214
NONE
NO
GENERAL OPERATING COSTS
5,000
KY HUMANITIES COUNCIL
206 E MAXWELL ST
LEXINGTON
,
KY
40508
NONE
NO
GENERAL OPERATING COSTS
5,000
KY NONPROFIT NETWORK INC
PO BOX 24362
LEXINGTON
,
KY
40524
NONE
NO
GENERAL OPERATING COSTS
2,500
KY REFUGEE MINISTRIES
969-B CHEROKEE RD
LOUISVILLE
,
KY
40204
NONE
NO
GENERAL OPERATING COSTS
5,000
LIFE ADVENTURE CENTER
570 MILNER RD
VERSAILLES
,
KY
40383
NONE
NO
GENERAL OPERATING COSTS
7,000
LIFEHOUSE MATERNITY HOME
2710 RIEDLING DR
LOUISVILLE
,
KY
40206
NONE
NO
GENERAL OPERATING COSTS
10,000
LIGHTHOUSE MINISTRIES
190 SPRUCE ST
LEXINGTON
,
KY
40507
NONE
NO
GENERAL OPERATING COSTS
10,000
LIGHTHOUSE PROMISE INC DBA LIGHTHOUSE ACADEMY AT NEWBURG
5312 SHEPHERDSVILLE RD
LOUISVILLE
,
KY
40228
NONE
NO
GENERAL OPERATING COSTS
22,000
LITTLE SISTERS OF THE POOR
15 AUDOBON PLAZA DR
LOUISVILLE
,
KY
40217
NONE
NO
GENERAL OPERATING COSTS
7,500
LOAVES & FISHES INC
500 E CALDWELL ST
LOUISVILLE
,
KY
40203
NONE
NO
GENERAL OPERATING COSTS
5,000
LOUISVILLE BALLET
315 E MAIN ST
LOUISVILLE
,
KY
40202
NONE
NO
GENERAL OPERATING COSTS
3,500
LOUISVILLE CHORUS
6303 FERN VALLEY PASS
LOUISVILLE
,
KY
40228
NONE
NO
GENERAL OPERATING COSTS
3,000
COMMUNITY FOUNDATION OF LOUISVILLE
325 W MAIN ST 1110
LOUISVILLE
,
KY
40202
NONE
NO
GENERAL OPERATING COSTS
5,000
LOUISVILLE STORY PROGRAM
851 S 4TH ST
LOUISVILLE
,
KY
40203
NONE
NO
GENERAL OPERATING COSTS
8,000
LOUISVILLE VISUAL ART ASSOICATION
1538 LYTLE ST
LOUISVILLE
,
KY
40203
NONE
NO
GENERAL OPERATING COSTS
5,000
LOUISVILLE YOUTH ORCHESTRA
4121 SHELBYVILLE RD E
LOUISVILLE
,
KY
40207
NONE
NO
GENERAL OPERATING COSTS
13,000
MEREDITH-DUNN SCHOOL
3023 MELBOURNE AVE
LOUISVILLE
,
KY
40220
NONE
NO
GENERAL OPERATING COSTS
10,000
MARYHURST
1015 DORSEY LANE
LOUISVILLE
,
KY
40223
NONE
NO
GENERAL OPERATING COSTS
10,000
NATIONAL DIAPER BANK NETWORK (ST BERNADETTE DIAPER BANK)
6500 SAINT BERNADETTE AVE
PROSPECT
,
KY
40059
NONE
NO
GENERAL OPERATING COSTS
6,000
NATIVITY ACADEMY OF ST BONIFACE
529 E LIBERTY ST
LOUISVILLE
,
KY
40202
NONE
NO
GENERAL OPERATING COSTS
10,000
NEW OPPORTUNITY SCHOOL FOR WOMEN
204 CHESTNUT ST
BEREA
,
KY
40403
NONE
NO
GENERAL OPERATING COSTS
5,000
OPERATION WARM INC
PO BOX 822431
PHILADELPHIA
,
PA
19182
NONE
NO
GENERAL OPERATING COSTS
3,000
PAWS WITH PURPOSE
PO BOX 5458
LOUISVILLE
,
KY
40255
NONE
NO
GENERAL OPERATING COSTS
17,500
PILLAR
7408 HWY 329
CRESTWOOD
,
KY
40014
NONE
NO
GENERAL OPERATING COSTS
5,000
PINE MOUNTAIN SETTLEMENT SCHOOL
36 STATE HWY 510
BLEDSOE
,
KY
40810
NONE
NO
GENERAL OPERATING COSTS
6,725
PORTLAND PROMISE CENTER
1831 BAIRD ST
LOUISVILLE
,
KY
40203
NONE
NO
GENERAL OPERATING COSTS
10,000
PRODIGAL MINISTRIES INC
121 W OAK ST
LOUISVILLE
,
KY
40203
NONE
NO
GENERAL OPERATING COSTS
15,000
PROJECT ONE INC
2600 W BROADWAY 302
LOUISVILLE
,
KY
40211
NONE
NO
GENERAL OPERATING COSTS
7,500
RACE TRACK CHAPLAINCY OF AMERICA
2365 HARRODSBURG RD
LEXINGTON
,
KY
40504
NONE
NO
GENERAL OPERATING COSTS
5,000
RADIO EYE
1733 RUSSELL CAVE RD
LEXINGTON
,
KY
40505
NONE
NO
GENERAL OPERATING COSTS
10,000
RAMP
197 SOUND BEACH AVENUE
OLD GREENWICH
,
CT
06870
NONE
NO
GENERAL OPERATING COSTS
17,500
SALVATION ARMY
216 W CHESTNUT ST
LOUISVILLE
,
KY
40202
NONE
NO
GENERAL OPERATING COSTS
24,000
SHIVELY AREA MINISTRIES
4415 DIXIE HWY
LOUISVILLE
,
KY
40216
NONE
NO
GENERAL OPERATING COSTS
10,000
SPAVA
PO BOX 22067
LOUISVILLE
,
KY
40252
NONE
NO
GENERAL OPERATING COSTS
8,000
SPECIAL OLYMPICS OF KENTUCKY
1230 LIBERTY BANK LN 140
HURSTBOURNE
,
KY
40222
NONE
NO
GENERAL OPERATING COSTS
3,000
SPECIALIZED ALTERNATIVE FOR FAMILIES AND YOUTH
1169 EASTERN PKWY 3364
LOUISVILLE
,
KY
40217
NONE
NO
GENERAL OPERATING COSTS
7,000
SPEED ART MUSEUM
2035 S 3RD ST
LOUISVILLE
,
KY
40208
NONE
NO
GENERAL OPERATING COSTS
2,500
SPINA BIFIDA ASSOCIATION OF KY
982 EASTERN PKWY 18
LOUISVILLE
,
KY
40217
NONE
NO
GENERAL OPERATING COSTS
6,000
ST ANDREWS EPISCOPAL CHURCH
2233 WOODBOURNE AVE
LOUISVILLE
,
KY
40205
NONE
NO
GENERAL OPERATING COSTS
500
ST JOHN CENTER
700 E MUHAMMAD ALI BLVD
LOUISVILLE
,
KY
40202
NONE
NO
GENERAL OPERATING COSTS
13,000
SUMMERBRIDGE LOUISVILLE
902 S SHELBY ST
LOUISVILLE
,
KY
40203
NONE
NO
GENERAL OPERATING COSTS
6,000
TEACH FOR AMERICA APPALACHIA
470 MAIN ST 1
HAZARD
,
KY
41701
NONE
NO
GENERAL OPERATING COSTS
18,000
TEACH KENTUCKY
907 BARRET AVE
LOUISVILLE
,
KY
40204
NONE
NO
GENERAL OPERATING COSTS
8,000
THE DEPAUL SCHOOL
1925 DUKER AVE
LOUISVILLE
,
KY
40205
NONE
NO
GENERAL OPERATING COSTS
10,000
THE DREAM FACTORY
410 W CHESTNUT ST SUITE 530
LOUISVILLE
,
KY
40202
NONE
NO
GENERAL OPERATING COSTS
6,000
THE FULLER CENTER FOR HOUSING LOUISVILLE
4509 W MARKET ST
LOUISVILLE
,
KY
40212
NONE
NO
GENERAL OPERATING COSTS
7,000
THE HEALING PLACE
410 W CHESTNUT ST SUITE 530
LOUISVILLE
,
KY
40202
NONE
NO
GENERAL OPERATING COSTS
10,000
THE LINCOLN FOUNDATION
4322 BISHOP LN
LOUISVILLE
,
KY
40218
NONE
NO
GENERAL OPERATING COSTS
5,000
THE MORTON CENTER
1028 BARRET AVE
LOUISVILLE
,
KY
40204
NONE
NO
GENERAL OPERATING COSTS
10,000
USA CARES
11760 COMMONWEALTH DR
LOUISVILLE
,
KY
40299
NONE
NO
GENERAL OPERATING COSTS
10,000
USPIRITUS
3121 BROOKLAWN CAMPUS DR
LOUISVILLE
,
KY
40218
NONE
NO
GENERAL OPERATING COSTS
20,000
VISUALLY IMPAIRED PRESCHOOL SERVICES
350 HENRY CLAY BLVD
LEXINGTON
,
KY
40502
NONE
NO
GENERAL OPERATING COSTS
5,000
VOICES OF HOPE LEXINGTON
450 OLD VINE SUITE 101
LEXINGTON
,
KY
40507
NONE
NO
GENERAL OPERATING COSTS
9,000
WEST END SCHOOL
3628 VIRGINIA AVE
LOUISVILLE
,
KY
40211
NONE
NO
GENERAL OPERATING COSTS
12,000
WAYSIDE CHRISTIAN MISSION
432 E JEFFERSON ST
LOUISVILLE
,
KY
40202
NONE
NO
GENERAL OPERATING COSTS
15,000
WESLEY MANOR
5012 E MANSLICK RD
LOUISVILLE
,
KY
40219
NONE
NO
GENERAL OPERATING COSTS
1,000
WOMEN'S GLOBAL CANCER ALLIANCE
PO BOX 6957
LOUISVILLE
,
KY
40206
NONE
NO
GENERAL OPERATING COSTS
22,000
YMCA SAFE PLACE
2400 CRITTENDEN DR
LOUISVILLE
,
KY
40217
NONE
NO
GENERAL OPERATING COSTS
10,000
CABBAGE PATCH SETTLEMENT HOUSE
1413 S 6TH ST
LOUISVILLE
,
KY
40208
NONE
NO
GENERAL OPERATING COSTS
6,050
Total
.................................
3a
836,675
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
1
4
Dividends and interest from securities
....
14
203,013
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
900099
43
8
Gain or (loss) from sales of assets other than
inventory
............
18
413,194
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
FEDERAL TAX REFUND
14
401
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
43
616,609
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
616,652
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description