Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
SNOWY OWL FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)471 WEST MAIN STREET NO 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOUISVILLE, KY40202
A Employer identification number

27-3594673
B Telephone number (see instructions)

(502) 585-5347
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,790,113J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 255,508
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,510 1,510  
4 Dividends and interest from securities... 98,529 98,529  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,473
b Gross sales price for all assets on line 6a 1,213,610
7 Capital gain net income (from Part IV, line 2)... 146,750
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).......      
12 Total. Add lines 1 through 11........ 361,020 246,789 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,443 1,222 0 1,221
c Other professional fees (attach schedule).... Click to see attachment 25,797 24,708 0 1,089
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,884 1,442 0 1,442
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,124 27,372 0 3,752
25 Contributions, gifts, grants paid....... 253,842 253,842
26 Total expenses and disbursements. Add lines 24 and 25 284,966 27,372 0 257,594
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 76,054
b Net investment income (if negative, enter -0-) 219,417
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing............. 216,936 307,294 307,294
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 2,784,628 Click to see attachment2,872,577 4,703,873
c Investments—corporate bonds (attach schedule)....... 807,123 Click to see attachment704,870 778,946
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,808,687 3,884,741 5,790,113
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,808,687 3,884,741
29 Total net assets or fund balances (see instructions)..... 3,808,687 3,884,741
30 Total liabilities and net assets/fund balances (see instructions). 3,808,687 3,884,741
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
3,808,687
2
Enter amount from Part I, line 27a .....................
2
76,054
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,884,741
5
Decreases not included in line 2 (itemize) bullet
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
3,884,741
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 1,212,373   1,066,860 145,513
b 1,237     1,237
c
d
e
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       145,513
b       1,237
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 146,750
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,050
c All other domestic foundations enter 1.39% 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 3,050
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 3,050
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,779
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 2,779
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.......Bullet 9 271
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    bulletKY
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletSNOWYOWLFOUNDATION.ORG
    14
    The books are in care ofbulletJEAN SMITH Telephone no.bullet (502) 585-5347

    Located atbullet471 WEST MAIN STREET SUITE 500LOUISVILLEKY ZIP+4bullet40202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    ROBERT W GRIFFITH CHAIRMAN OF BOARD
    1.75     		0 0 0
    471 WEST MAIN STREET SUITE 500
    LOUISVILLE,KY40202
    CAROLINE LUSSKY DIRECTOR
    0.50     		0 0 0
    471 WEST MAIN STREET SUITE 500
    LOUISVILLE,KY40202
    KATHLEEN LAJOIE DIRECTOR
    1.00     		0 0 0
    471 WEST MAIN STREET SUITE 500
    LOUISVILLE,KY40202
    NANCY LAMPTON EXECUTIVE DIRECTOR
    1.00     		0 0 0
    471 WEST MAIN STREET SUITE 500
    LOUISVILLE,KY40202
    GERALD W GERICHS TREASURER
    0.50     		0 0 0
    471 WEST MAIN STREET SUITE 500
    LOUISVILLE,KY40202
    AARON YARMUTH DIRECTOR
    0.25     		0 0 0
    471 WEST MAIN STREET SUITE 500
    LOUISVILLE,KY40202
    MO HOWE DIRECTOR
    1.00     		0 0 0
    471 WEST MAIN STREET SUITE 500
    LOUISVILLE,KY40202
    JEAN SMITH ASSISTANT SECRETARY
    2.50     		0 0 0
    471 WEST MAIN STREET SUITE 500
    LOUISVILLE,KY40202
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet0
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    4,842,353
    b
    Average of monthly cash balances.......................
    1b
    227,993
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,070,346
    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
    5,070,346
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    76,055
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,994,291
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    249,715
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    249,715
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,050
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,050
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    246,665
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    246,665
    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
    246,665
    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
    257,594
    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
    257,594
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    257,594
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 246,665
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 22,053
    c From 2017......  
    d From 2018...... 38,510
    e From 2019...... 22,985
    fTotal of lines 3a through e........ 83,548
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 257,594
    a Applied to 2019, 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 2020 distributable amount..... 246,665
    e Remaining amount distributed out of corpus 10,929
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 94,477
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		94,477
    10 Analysis of line 9:
    a Excess from 2016.... 22,053
    b Excess from 2017....  
    c Excess from 2018.... 38,510
    d Excess from 2019.... 22,985
    e Excess from 2020.... 10,929
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    NANCY LAMPTON
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    21ST CENTURY PARKS INC
    471 W MAIN ST 202
    LOUISVILLE,KY40202     		  PC GIFT TO REPAIR STRUCTURAL DAMAGE OF HISTORIC BEN STOUT HOUSE 5,000
    ALICE LLOYD COLLEGE
    100 PURPOSE RD
    PIPPA PASSES,KY41844     		  PC WORK SCHOLARSHIPS FOR NEED-BASED STUDENTS 10,000
    AMERICAN RED CROSS
    501 E CHESTNUT ST
    LOUISVILLE,KY40201     		  PC HOME FIRE CAMPAIGN AND DISASTER RESPONSE SERVICES 3,000
    APPLE PATCH COMMUNITY INC
    7408 HIGHWAY 329
    CRESTWOOD,KY40014     		  PC PURCHASE OF NEW EQUIPMENT FOR THE COMMUNITY ENGAGEMENT CENTER. 5,000
    ATLANTIC SALMON FOUNDATION
    PO BOX 807
    CALAIS,ME04619     		  PC EXPAND SALMON TRACKING TO DETERMINE MORTALITY RATES IN ESTUARY AND MARINE ENVIRONMENTS. 5,000
    BEREA COLLEGE
    210 LINCOLN HALL
    BEREA,KY40404     		  PC TUITION PROMISE SCHOLARSHIPS 5,000
    CASA OF THE RIVER REGION
    982 EASTERN PKWY
    LOUISVILLE,KY40217     		  PC GIFT TO ADVOCACU ACADEMY AND SUPPORT THE PROGRAM. 5,000
    CEDAR LAKE FOUNDATION INC
    9505 WILLIAMSBURG PLAZA
    LOUISVILLE,KY40222     		  PC ELECTRONIC VISIT VERIFICATION TO RECORD IN-HOME SERVICES DELIVERED TO CLIENTS 3,000
    CENTRAL MUSIC ACADEMY
    644 GEORGETOWN ST
    LEXINGTON,KY40508     		  PC GIFT FOR ENROLLMENT INITIATIVE OFFERING LEXINGTON DISADVANTAGED YOUTHS PRIVATE MUSIC LESSONS. 5,000
    CHOOSEWELL COMMUNITIES INC
    1700 ROWAN ST
    LOUISVILLE,KY40203     		  PC GENERAL OPERATING WITH PRIMARY FOCUS ON NEW OCCUPANCY EXPENSES 3,000
    COPPER CANNON CORPORATION
    PO BOX 124
    FRANCONIA,NH035800124     		  PC ARCHERY PROGRAM FOR CHILDREN FROM LOW-SOCIOECONOMIC CLASSES AT AN OVERNIGHT CAMP 3,000
    DREPUNG GOMANG INSTITUTE
    411 N HUBBARDS LN
    LOUISVILLE,KY40207     		  PC GIFT FOR NONVIOLENT COMPASSIONATE LOUISVILLE AND LOUISVILLE ENGAGING NONVIOLENCE SYMPOSIUMS. 1,000
    FATHER MALONEY'S BOYS & GIRLS HAVEN
    2301 GOLDSMITH LN
    LOUISVILLE,KY40218     		  PC SUPPORT UNIQUE AND INNOVATIVE EQUINE-ASSIST THERAPY PROGRAMS. 5,000
    FOOD LITERACY PROJECT
    9001 LIMEHOUSE LN
    LOUISVILLE,KY40220     		  PC SUPPORT IROQUOIS URBAN FARM 5,000
    HANDS HEALING HEARTS
    612 SHELBY STREET
    FRANKFORT,KY40601     		  PC 'YES ARTS' YOUTH PROGRAM - ART CLASSES, CAMPS AND PROFESSIONAL DEVELOPMENT FOR TEACHING ARTISTS. 4,500
    HISTORIC HOMES FOUNDATION
    3110 LEXINGTON ROAD
    LOUISVILLE,KY40206     		  PC SUPPORT DURING THE COVID-19 PANDEMIC AND IMPLEMENT SUSTAINABLE TECHNOLOGY TO INCREASE AUDIENCE 3,000
    HISTORICORPS
    300 UNION AVE
    MORRISON,CO80465     		  PC PURCHASE TOOLS AND PPE SUPPLIES FOR VOLUNTEER STAFF 2,000
    JEWISH COMMUNITY CENTER OF LOUISVILLE
    3600 DUTCHMANS LN
    LOUISVILLE,KY40205     		  PC KOSHER NUTRITION PROGRAM DELIVERING MEALS TO THE ELDERLY AND OUTREACH EXPANDED DUE TO COVID-19 4,000
    KENTUCKY CENTER FOR THE ARTS FOUNDATION INC
    502 WEST MAIN STREET
    LOUISVILLE,KY40202     		  PC GOVERNOR'S SCHOOL FOR THE ARTS PROGRAM 5,000
    KENTUCKY DIABETES CAMP FOR CHILDREN INC
    1640 LYNDON FARM COURT 108
    LOUISVILLE,KY40223     		  PC FUNDING FAMILY CAMP PROGRAM FOR 2020. 2,842
    KENTUCKY DOCUMENTARY PHOTOGRAPHAPIC PROJECT
    1302 WILLOW AVENUE
    LOUISVILLE,KY40204     		  PC GIFT FOR PHOTOGRAPHERS FOR DOCUMENTARY OF THE OHIO RIVER, THE KENTUCKY RIVER AND PINE MOUNTAIN. 1,500
    KENTUCKY HARVEST
    7705 NATIONAL TURNPIKE
    LOUISVILLE,KY40214     		  PC PEOPLE HELPING PEOPLE FOOD DISTRIBUTION TO 80+ NONPROFITS IN LOUISVILLE. 2,500
    KENTUCKY HUMANITIES COUNCIL
    206 E MAXWELL ST
    LEXINGTON,KY40508     		  PC GIFT FOR SCHOOL DAYS PROGRAM, AUTHOR VISITS AND BOOK DISTRIBUTIONS 5,000
    KENTUCKY NATURAL LANDS TRUST
    433 CHESTNUT STREET
    BEREA,KY40403     		  PC ARTISTS' RETREAT, WILDLANDS SOCIAL CLUBS, SPEAKERS, PERFORMERS AND MISCELLANEOUS. 2,500
    KENTUCKY RESOURCES COUNCIL
    PO BOX 1070
    FRANKFORT,KY40602     		  PC ENVIRONMENTAL AND COMMUNITY DEFENSE PROGRAM (LEGAL RESEARCH, EXPERTS, ETC.) 5,000
    LEGAL AID SOCIETY
    416 W MUHAMMAD ALI BLVD 300
    LOUISVILLE,KY40202     		  PC GIFT FOR PROJECT H.E.L.P. - LEGAL AID FOR HOMELESS PEOPLE 5,000
    LIKEN KNOWLEDGE
    1815 NICHOLASVILLE RD
    LEXINGTON,KY40503     		  PC KY STUDENT ENVIRONMENTAL COALITION CATALYST SUMMER CAMP 5,000
    LOUISVILLE ORCHESTRA INC
    620 W MAIN STREET SUITE 600
    LOUISVILLE,KY40202     		  PC TEDDY'S KIDS PROGRAM 10,000
    LOUISVILLE SUSTAINABILITY COUNCIL
    815 W MARKET ST
    LOUISVILLE,KY40202     		  PC DO SOMETHING GREEN CAMPAIGN, PLEDGING PLATFORM, COMMUNITY FORUM AND ONLINE RESOURCE LIBRARY 3,000
    MAGNOLIA BLOSSOM MONTESSORI SCHOOL
    950 S 3RD ST
    LOUISVILLE,KY40203     		  PC SECURE LARGER RENTAL SPACE, BUILDING RENOVATIONS AND START-UP COSTS FOR EXPANSION PROJECT 5,000
    MATTINGLY CENTER INC
    1520 BAXTER AVE 2
    LOUISVILLE,KY40205     		  PC NETWORK PROJECT THAT PROVIDES NETWORK OF SUPPORT WORKERS INSTEAD OF PROGRAMS FOR DISABLED GROUPS 3,000
    NATIONAL STEM CELL FOUNDATION
    462 S 4TH ST 1230
    LOUISVILLE,KY40202     		  PC NATIONAL STEM SCHOLAR PROGRAM INCLUDING PUBLICLY AVAILABLE CUSTOMIZED CURRICULUM 15,000
    NORTH LIMESTONE COMMUNITY DEVELOPMENT CORPORATION
    714 N LIMESTONE
    LEXINGTON,KY40508     		  PC JULIETTA MARKET - REDEVELOPED FORMER BUS STATION BUILDING 8,000
    NY WOMEN IN FILM & TELEVISION
    6 EAST 39TH STREET SUITE 1200
    NEW YORK,NY100160112     		  PC GIFT FOR POETRY UNITES KENTUCKY PROJECT 1,000
    OPERATION OPEN ARMS INC
    8918 STONE GREEN WAY 100
    LOUISVILLE,KY40220     		  PC TRAINING, MEDICAL ELECTRONIC FILING, TABLETS FOR SOCIAL WORKERS AND FIELD STAFF 3,000
    PASSIONIST EARTH AND SPIRIT CENTER
    1924 NEWBURG RD
    LOUISVILLE,KY40205     		  PC GIFT FOR DOUBLE THE NUMBER OF FIELD TRIP OFFERINGS FOR JCPS STUDENTS 5,000
    PETERSON-DUMESNIL HOUSE FOUNDATION
    301 S PETERSON AVE
    LOUISVILLE,KY40206     		  PC GIFT FOR 25% OF COST OF REPAIRING AND PAINTING OF FRONT PORCH AND UPPER EAVES OF HOME 8,000
    PORTLAND MUSEUM INC
    2308 PORTLAND AVE
    LOUISVILLE,KY40212     		  PC "FOR THE BIRDS" MULTIFACETED EXHIBITION PROGRAM CELEBRATING THE LEGACY OF JOHN JAMES AUDUBON 3,000
    PRESBYTERIAN HOMES & SERVICES OF KENTUCKY
    1030 ALTA VISTA RD 1758
    LOUISVILLE,KY40205     		  PC START THE BENEVOLENT CARE PROGRAM FOR LOW-INCOME SENIORS WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES 3,000
    PRODIGAL MINISTRIES
    121 W OAK ST
    LOUISVILLE,KY40203     		  PC IN-HOUSE DRUG AND ALCOHOL COUNSELING SESSIONS BY CERTIFIED THERAPISTS 3,000
    RECKONING INC
    2525 CLARENDON AVENUE
    LOUISVILLE,KY40205     		  PC FINAL PHASE OF EDUCATIONAL OUTREACH, HIRE WEB DEVELOPER TO CREATE SEARCHABLE DATABASE 8,000
    RIVER FIELDS INC
    1201 STORY AVE 215
    LOUISVILLE,KY40206     		  PC UNDERWRITE EASEMENT PROJECT TRANSACTION EXPENSES RE: 87 ACRES OF WOODLANDS OFF DIXIE HIGHWAY 10,000
    SECOND CHANCES WILDLIFE CENTER
    487 GENTRY LANE
    MT WASHINGTON,KY40047     		  PC ENVIRONMENTAL EDUCATION PROGRAMMING FOR YOUTH AND YOUNG ADULTS IN LOUISVILLE 3,000
    SECOND STRIDE
    7204 HWY 329
    CRESTWOOD,KY40014     		  PC COST OF TRANSITION AND ADOPTION SERVICES FOR THREE AT-RISK RETIRING HORSES 3,500
    SPEED ART MUSEUM
    2035 S 3RD ST
    LOUISVILLE,KY40208     		  PC EXHIBIT FEATURING OBJECTS AND ARTIFACTS FROM TWO KENTUCKY SHAKER COMMUNITIES 8,000
    SUMMIT ACADEMY OF GREATER LOUISVILLE
    11508 MAIN STREET
    LOUISVILLE,KY40243     		  PC TUITION ASSISTANCE FOR STUDENTS AND FAMILIES IN NEED 5,000
    TEACH KENTUCKY INC
    907 BARRET AVE
    LOUISVILLE,KY40204     		  PC RECRUITING HIGH QUALITY, KNOWLEDGEABLE, DIVERSE TEACHERS, PARTICULARLY IN STEM 3,000
    THE FILSON HISTORICAL SOCIETY
    1310 S 3RD ST
    LOUISVILLE,KY40208     		  PC COVID-19 POSTER PROJECT: 10 ARTISTS $250 COMMISSION EACH, $500 PRINTING COSTS AND STAFF TIME 3,000
    THE HEALING PLACE
    1020 W MARKET STREET
    LOUISVILLE,KY40202     		  PC MULTIPLE PROGRAMS FOR MEN AND WOMEN DEALING WITH ADDICTION ISSUES 3,000
    THE MORTON CENTER
    1028 BARRET AVENUE
    LOUISVILLE,KY40204     		  PC THE FAMILY HEALING AND RECOVERY PROJECT AT NO COST TO PARTICIPANTS 3,000
    TIP IT FORWARD
    PO BOX 13
    HARRODS CREEK,KY40027     		  PC CONTRACT WITH KERTIS CREATIVE TO STREAMLINE MESSAGE, RESTRUCTURE CURRICULUM & NEW EDUCATIONAL TOOLS 3,000
    VOLUNTEERS OF AMERICA MID-STATES
    570 S 4TH ST
    LOUISVILLE,KY40202     		  PC GIFT FOR SKILLS AND FINANCIAL LITERACY WORKSHOPS FOR REFUGEES, WOMEN IN RECOVERY, ETC. 4,500
    WARWICK FOUNDATION
    PO BOX 1183
    LEXINGTON,KY40588     		  PC INSTALL SECURITY SYSTEM FOR COMPOUND OF FOUR BUILDINGS, ARCHIVES, FURNISHINGS, SCULPTURES, ETC. 2,000
    WATERFRONT BOTANICAL GARDENS
    1435 FRANKFORT AVE
    LOUISVILLE,KY40206     		  PC CAMERA EQUIPMENT AND VIRTUAL CLASSROOM SOFTWARE FOR ELLEN T. LESLIE BOTANICAL CLASSROOMS 3,000
    WELLESLEY COLLEGE
    106 CENTRAL ST
    WELLESLEY,MA02481     		  PC UNRESTRICTED GRANT TO SUPPORT ONGOING OPERATIONS 1,500
    WORLD AFFAIRS COUNCIL OF KENTUCKY AND SOUTHERN INDIANA
    2500 MONTGOMERY ST STE 6
    LOUISVILLE,KY40212     		  PC GLOBAL CITIZENSHIP PROGRAM MATERIALS AND LUNCHES FOR STUDENTS 4,500
    YMCA OF GREATER LOUISVILLE
    2722 CRITTENDEN DRIVE
    LOUISVILLE,KY40209     		  PC SAFE PLACE SERVICES AND FREE NON-SYSTEM RESIDENTIAL YOUTH PROGRAM 5,000
    Total .................................bullet 3a 253,842
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,510  
    4 Dividends and interest from securities....     14 98,529  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 5,473  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 105,512 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    105,512
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    SNOWY OWL FOUNDATION INC
     
    Employer identification number

    27-3594673
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    SNOWY OWL FOUNDATION INC
          		Employer identification number
    27-3594673
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    NANCY LAMPTON
    471 W MAIN STREET SUITE 500
     
    LOUISVILLE, KY40202

    		$ 253,258


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    SNOWY OWL FOUNDATION INC
          		Employer identification number

    27-3594673
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ALPHABET INC. CLASS A 15 SHARES, AMAZON.COM INC. 10 SHARES, APPLE INC. 85 SHARES, MASTERCARD INC. 59 $ 203,258 2020-02-24
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    SNOWY OWL FOUNDATION INC
          		Employer identification number

    27-3594673
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    SNOWY OWL FOUNDATION INC
    EIN:
    27-3594673
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEE 2,443 1,222 0 1,221

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    SNOWY OWL FOUNDATION INC
    EIN:
    27-3594673
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED INCOME 704,870 778,946

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SNOWY OWL FOUNDATION INC
    EIN:
    27-3594673
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 2,728,472 4,476,643
    INTERNATIONAL DEVELOPED 144,105 227,230

    TY 2020 OtherExpensesSchedule
    Name:
    SNOWY OWL FOUNDATION INC
    EIN:
    27-3594673
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 2,884 1,442 0 1,442


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SNOWY OWL FOUNDATION INC
    EIN:
    27-3594673
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 24,708 24,708 0 0
    WEBSITE DESIGN 1,089 0 0 1,089