Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,241,701J 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) 1,969
2 Check right arrow.............
3 Interest on savings and temporary cash investments 11,073 11,073  
4 Dividends and interest from securities... 149,830 149,830  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 124,857
b Gross sales price for all assets on line 6a 1,161,447
7 Capital gain net income (from Part IV, line 2)... 124,857
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........ 287,729 285,760  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,175 588   587
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,935 1,468   1,467
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
32,479 31,098   1,381
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,722 322   0
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
List of Attached Documents:
// Content
1,794 0   1,794
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,105 33,476   5,229
25 Contributions, gifts, grants paid....... 336,290 336,290
26 Total expenses and disbursements. Add lines 24 and 25 376,395 33,476   341,519
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -88,666
b Net investment income (if negative, enter -0-) 252,284
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 207,146 433,042 433,042
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 3,722,260 Click to see attachment
List of Attached Documents:
// Content
3,430,435 		5,844,677
c Investments—corporate bonds (attach schedule)....... 1,042,147 Click to see attachment
List of Attached Documents:
// Content
1,000,690 		963,982
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,971,553 4,864,167 7,241,701
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 4,971,553 4,864,167
29 Total net assets or fund balances (see instructions)..... 4,971,553 4,864,167
30 Total liabilities and net assets/fund balances (see instructions). 4,971,553 4,864,167
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
4,971,553
2
Enter amount from Part I, line 27a .....................
2
-88,666
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,882,887
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
18,720
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,864,167
Form 990-PF (2023)
Form 990-PF (2023)
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 1,155,106   1,036,590 118,516
b 6,341     6,341
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       118,516
b       6,341
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 2 124,857
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
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 right arrow 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) 1 3,507
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 3,507
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 3,507
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,618
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 5,618
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,111
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,000 Refundedright arrow 11 111
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowKY
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowSNOWYOWLFOUNDATION.ORG
14
The books are in care ofright arrowJEAN SMITH Telephone no.right arrow (502) 585-5347

Located atright arrow471 WEST MAIN STREET SUITE 500LOUISVILLEKY ZIP+4right arrow40202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
JEAN SMITH ASSISTANT SECRETARY
2.50 		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
NANCY LAMPTON EXECUTIVE DIRECTOR
1.00 		0 0 0
471 WEST MAIN STREET SUITE 500
LOUISVILLE,KY40202
AARON YARMUTH DIRECTOR
0.50 		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
0.50 		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
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
6,581,962
b
Average of monthly cash balances.......................
1b
239,047
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,821,009
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
6,821,009
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
102,315
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,718,694
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
335,935
Part X
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 IX, line 6..................
1
335,935
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,507
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,507
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
332,428
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
332,428
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 XII, line 1 ...
7
332,428
Part XI
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
341,519
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
341,519
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 332,428
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 38,510
b From 2019...... 22,985
c From 2020...... 10,929
d From 2021...... 50,341
e From 2022...... 27,301
f Total of lines 3a through e ........ 150,066
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 341,519
a Applied to 2022, 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 2023 distributable amount..... 332,428
e Remaining amount distributed out of corpus 9,091
5 Excess distributions carryover applied to 2023. 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 5 159,157
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		38,510
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		120,647
10 Analysis of line 9:
a Excess from 2019.... 22,985
b Excess from 2020.... 10,929
c Excess from 2021.... 50,341
d Excess from 2022.... 27,301
e Excess from 2023.... 9,091
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ACTORS THEATRE OF LOUISVILLE INC

316 W MAIN ST
LOUISVILLE,KY40202 		NONE PC GENERAL OPERATING SUPPORT 5,000

ALLEGRO DANCE PROJECT INC

1003 N WILSON RD
RADCLIFF,KY40160 		NONE PC TO SUPPORT ORGANIZATION 3,000

AMERICAN RED CROSS

510 E CHESTNUT ST
LOUISVILLE,KY40201 		NONE PC HOME FIRE ASSISTANCE PROGRAMMING AND BLOOD DRIVE 4,000

AMERICANA COMMUNITY CENTER INC

4801 SOUTHSIDE DR
LOUISVILLE,KY40214 		NONE PC FIBERWORKS PROGRAM FROM IMMIGRANT AND REFUGEE WOMEN 2,000

BARREN HEIGHTS RETREAT

11420 WATTERSON COURT SUITE 800
LOUISVILLE,KY40299 		NONE PC TO SUPPORT 2023 LOUISVILLE COMMUNITY CARE CENTER PROGRAMMING 1,000

BIG BROTHERS BIG SISTERS OF KENTUCKIANA

1519 GARDINER LN
LOUISVILLE,KY40218 		NONE PC YOUTH MENTORING SERVICES 2,000

BLUE GRASS FARMS CHARITIES INC

2339 SANDERSVILLE ROAD
LEXINGTON,KY40511 		NONE PC 2023 GRANT 3,000

BLUEGRASS CONSERVANCY INC

450 OLD VINE STREET SUITE 105
LEXINGTON,KY40507 		NONE PC ACCREDITATION RENEWAL THROUGH THE LAND TRUST ACCREDITATION COMMISION 5,000

BOYS AND GIRLS CLUBS OF KENTUCKIANA

3900 CRITTENDEN DR
LOUISVILLE,KY40209 		NONE PC KENTUCKY KIDS - POWER HOUR, PROJECT LEARN AND BRAIN GAIN 2,000

BOYS AND GIRLS HAVEN

2301 GOLDSMITH LN
LOUISVILLE,KY40218 		NONE PC TO SUPPORT ORGANIZATION 5,000

CAMBERWELL GRIEF SANCTUARY

9850 VON ALLMEN CT SUITE 201
LOUISVILLE,KY40241 		NONE PC TO SUPPORT ORGANIZATION 5,000

CARNEGIE CENTER FOR LITERACY AND LEARNING

251 W SECOND STREET
LEXINGTON,KY40507 		NONE PC BOOKS IN PROGRESS CONFERENCE - ADVANCING WRITERS IN MISC WAYS 5,000

CASA OF THE RIVER REGION

982 EASTERN PARKWAY BOX 9
LOUISVILLE,KY40217 		NONE PC ADVOCACY ACADEMY AND SUPPORT PROGRAM TO RECRUIT AND TRAIN VOLUNTEERS 2,000

CEDAR LAKE FOUNDATION INC

9901 LINN STATION RD SUITE 901
LOUISVILLE,KY40223 		NONE PC INDEPENDENT LIVING SKILLS PROGRAM / PURCHASE MATERIALS FOR NEW SPIRITUAL LIFE AND WELLNESS GROUP CLASSES 4,000

CENTER FOR INTERFAITH RELATIONS

415 W MUHAMMAD ALI BLVD
LOUISVILLE,KY40202 		NONE PC PUBLICATION OF 2023 FESTIVAL OF FAITHS CATALOG 2,000

COMMONWEALTH THEATRE CENTER INC

1123 PAYNE ST
LOUISVILLE,KY40204 		NONE PC OUTREACH TEAM'S TOUR OF MAGGIE LOU RADAR'S DRAGON UP PLAY TO LOCAL STUDENTS 5,000

CREASEY MAHAN NATURE PRESERVE

12501 HARMONY LANDING RD
GOSHEN,KY40026 		NONE PC FIND YOUR WAY MAP PROJECT 3,000

DREAMS WITH WINGS

1579 BARDSTOWN RD
LOUISVILLE,KY40205 		NONE PC EXPAND SUPPORTED EMPLOYMENT PROGRAM 2,000

DUCKS UNLIMITED

1 WATERFOWL WAY
MEMPHIS,TN38120 		NONE PC SUPPORT WETLANDS ENHANCEMENT PROGRAM 2,000

ED HAMILTON STUDIOS & VISITORS CENTER

543 S SHELBY ST
LOUISVILLE,KY40202 		NONE PC MUSEUM AND VISITORS CENTER TO PRESERVE ED HAMILTON'S ARTISTIC LEGACY 2,000

FAMILY COMMUNITY CLINIC

1420 E WASHINGTON ST
LOUISVILLE,KY40206 		NONE PC PRIMARY CARE HEALTH PROMOTION AND ILLNESS PREVENTION PROGRAM 2,000

FIRST HOUR GRIEF RESPONSE INC

409 MARQUETTE AVENUE
LOUISVILLE,KY40222 		NONE PC WORKSHOPS IN THE WEST END FOR GRIEVING CHILDREN 2,000

FOOD LITERACY PROJECT AT OXMOOR FARM INC

9001 LIMEHOUSE LN
LOUISVILLE,KY40222 		NONE PC YOUTH CULTIVATING CHANGE PROGRAM TO EMPOWER HEALTHY COMMUNITIES 5,000

FOUNDATION FOR APPALACHIAN KENTUCKY INC

420 MAIN ST
HAZARD,KY41701 		NONE PC APPALACHIAN BIG IDEAS FESTIVAL 5,000

FRANCIS PARKER SCHOOL OF LOUISVILLE

233 W BROADWAY
LOUISVILLE,KY40202 		NONE PC PURPOSEFUL PLANTING DEVELOPING MASTER TREE PLAN FOR GOSHUN CAMPUS 2,500

FRONTIER NURSING UNIVERSITY INC

2050 LEXINGTON RD
VERSAILLES,KY40383 		NONE PC LANDSCAPING MATERIALS FOR STONE LABYRINTH ON LAWN OF REFLECTION CENTER/MEDITATION SPACE 5,000

GIRL SCOUTS OF KENTUCKIANA INC

2115 LEXINGTON RD
LOUISVILLE,KY40206 		NONE PC FINANCIAL ASSISTANCE PROGRAM 1,000

HANDS HEALING HEARTS

402 W 4TH STREET
FRANKFORT,KY40601 		NONE PC YES ARTS YOUTH PROGRAMMING 4,000

HARBOR HOUSE OF LOUISVILLE INC

2231 LOWER HUNTERS TRACE
LOUISVILLE,KY40216 		NONE PC TO FURNISH NEW DEDICATED ART STUDIO WITH FULL TIME/ON STAFF ARTIST 5,000

HEADLEY WHITNEY MUSEUM OF ART

4435 OLD FRANKFORT PIKE
LEXINGTON,KY40510 		NONE PC WORLD PREMIER OF SHADES OF COMPASSION INTERNATIONAL TRAVELING PHOTO EXHIBITION 2,500

HILDEGARD HOUSE INC

114 ADAMS ST
LOUISVILLE,KY40206 		NONE PC SPRINKLER SYSTEM FOR NEWLY PURCHASED SECOND HOUSE ON STORY AVENUE 2,500

HISTORIC HOMES FOUNDATION INC

3110 LEXINGTON RD
LOUISVILLE,KY40206 		NONE PC VOICES OF FARMINGTON EDUCATIONAL PROGRAM FOR STUDENTS 5,000

HOME OF THE INNOCENTS

1100 E MARKET ST
LOUISVILLE,KY40206 		NONE PC PATHWAYS HOME: HOUSING AND SUPPORT SERVICES FOR HOMELESS YOUNG ADULTS 5,000

HOMELESS COALITION OF SOUTHERN INDIANA

1218 E OAK ST
NEW ALBANY,IN47150 		NONE PC TO PROVIDE SHELTER FOR PEOPLE WITHOUT ACCESS TO SHELTER/HEAT WHEN BELOW 35 DEGREES 2,000

HOSPARUS INC

3532 EPHRAIM MCDOWELL DRIVE
LOUISVILLE,KY40205 		NONE PC GRIEF COUNSELING OUTREACH TO REDUCE RACE-BASED DISPARITIES IN LOUISVILLE 5,000

HOUSE OF RUTH INC

607 E ST CATHERINE STREET
LOUISVILLE,KY40203 		NONE PC CHILDREN'S SCHOOL SUCCESS PROGRAM - SCHOOL SUPPLIES AND CLOTHING TO CLIENT FAMILIES 4,000

J B SPEED ART MUSEUM

2035 S 3RD ST
LOUISVILLE,KY40208 		NONE PC ART DETECTIVES - HANDS ON EXPERIENCE FOR STUDENTS TO EXPLORE ART FROM EDUCATION COLLECTION 5,000

KENTUCKY DIABETES CAMP FOR CHILDREN INC

1640 LYNDON FARM CT SUITE 108
LOUISVILLE,KY40223 		NONE PC WEEKEND DIABETES CAMP TO ENCOURAGE CHILDREN TO ATTEND WEEK-LONG CAMP 1,000

KENTUCKY ENVIRONMENTAL FOUNDATION

126 S MAIN ST
BEREA,KY40403 		NONE PC TO SUPPORT A WEEK LONG LEADERSHIP SUMMER CAMP FOR YOUTHS TO BUILD SKILLS 1,500

KENTUCKY HARVEST

7705 NATIONAL TURNPIKE
LOUISVILLE,KY40214 		NONE PC PURCHASE FOOD RESCUE HERO SOFTWARE TO INCREASE DONATED FOOD 2,500

KENTUCKY HUMANITIES COUNCIL

206 E MAXWELL ST
LEXINGTON,KY40508 		NONE PC SUPPORT FOUR ADDITIONAL KENTUCKY BOOK FESTIVAL VISITS TO SCHOOLS 2,500

KENTUCKY NATURAL LANDS TRUST

433 CHESTNUT ST
BEREA,KY40403 		NONE PC TO SUPPORT FIRST POST-PANDEMIC PINE MOUNTAIN ARTISTS' RETREAT 5,000

KENTUCKY PUBLIC RADIO INC

619 S 4TH STREET
LOUISVILLE,KY40202 		NONE PC NEW LENS MUSIC SERIES COLLABORATION WITH 21C MUSEUM HOTEL FOR VISUAL ART AND MUSIC EXPERIENCE 5,000

KENTUCKY RESOURCES COUNCIL

PO BOX 1070
FRANKFORT,KY40602 		NONE PC ENVIRONMENTAL AND COMMUNITY DEFENSE PROGRAM 2,500

KENTUCKY STUDENT ENVIRONMENTAL COALITION

109 ROSEMONT GARDEN
LEXINGTON,KY40503 		NONE PC SUPPORT A WEK LONG LEADERSHIP SUMMER CAMP FOR YOUTHS TO BUILD SKILLS 1,500

KENTUCKY YOUTH ADVOCATES INC

10200 LINN STATION RD SUITE 310
LOUISVILLE,KY40223 		NONE PC BLOOM KENTUCKY 25,000

KOSAIR FOR KIDS

982 EASTERN PKWY
LOUISVILLE,KY40217 		NONE PC 100TH YEAR CELEBRATION 2,000

LEGAL AID SOCIETY

416 W MUHAMMAD ALI BLVD SUITE 300
LOUISVILLE,KY40202 		NONE PC VIOLENCE INTERVENTION AND PREVENTION PROJECT FOR YOUNG BLACK MEN 5,000

LOTTS CREEK COMMUNITY SCHOOL

5837 LOTTS CREEK RD
HAZARD,KY41701 		NONE PC MUSICAL EQUIPMENT FOR AFTER-SCHOOL PROGRAM 8,340

LOUISVILLE ACADEMY OF MUSIC

2740 FRANKFORT AVENUE
LOUISVILLE,KY40206 		NONE PC COMMUNITY MUSIC PROGRAM FOR YOUTHS FROM MARGINALIZED GROUPS IN AREA 2,000

LOUISVILLE CLIMATE ACTION NETWORK

PO BOX 4594
LOUISVILLE,KY40204 		NONE PC PROVIDE TECHNICAL ASSISTANCE TO 6-8 LOCAL NONPROFITS SERVING BLACK AND BROWN PEOPLE 1,500

LOUISVILLE GROWS INC

1641 PORTLAND AVE
LOUISVILLE,KY40203 		NONE PC FORESTRY ASSISTANT TO COORDINATE TREE CANVASSING AND PLANTING IN THE WEST, SOUTH AND S. CENTRAL LOUISVILLE 5,000

LOUISVILLE NATURE CENTER INC

3745 ILLINOIS AVE
LOUISVILLE,KY40213 		NONE PC DREAMERS' GARDEN PROJECT A POLLINATOR GARDEN AND OUTDOOR CLASSROOM AT TITLE 1 SCHOOLS 1,000

LOUISVILLE STORY PROGRAM

851 S 4TH STREET
LOUISVILLE,KY40203 		NONE PC LOCAL GOSPEL MUSIC PROGRAM 5,000

LOUISVILLE VISUAL ARTS ASSOCIATION

1538 LYTLE ST
LOUISVILLE,KY40203 		NONE PC FREE ART OF STORYTELLING SUMMER CAMP FOR STUDENTS FROM DISADVANTAGED NEIGHBORHOODS 2,500

NAMI LOUISVILLE INC

708 MAGAZINE ST
LOUISVILLE,KY40203 		NONE PC ART SHOW TO BRING ATTENTION TO CONCEPTIONS AND STIGMA SURROUNDING MENTAL HEALTH 1,000

NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED

2055 L ST NW SUITE 650
WASHINGTON,DC20036 		NONE PC REPRODUCTIVE FREEDOM, ACCESS, AND RIGHTS PROJECT 5,000

NEW HOPE SERVICES INC

725 WALL ST
JEFFERSONVILLE,IN47130 		NONE PC MONTHLY ARTS PROGRAMMING FOR INDIVIDUALS WITH DISABILITIES 1,000

NOULOU CHAMBER PLAYERS INC

9915 FRINGE TREE CT
LOUISVILLE,KY40241 		NONE PC PROMOTE NOU EDITION'S COMMISSIONING AND RECORDING MAJOR CLASSICAL WORKS OF OUR TIMES 2,500

ON RIVER TIME

5184 CALDWELL MILL RD SUITE 204-127
BIRMINGHAM,AL35244 		NONE PC FISH ON CAMP FOR YOUTH WHO HAVE EXPERIENCED TRAUMA AND ABUSE 5,000

OPERATION OPEN ARMS INC

8918 STONE GREEN WAY SUITE 100
LOUISVILLE,KY40220 		NONE PC TO INCREASE PRIVATE FOSTER CARE CLOTHING CLOSET 4,500

PASSIONIST EARTH & SPIRIT CENTER

1924 NEWBURG RD
LOUISVILLE,KY40205 		NONE PC EARTH CARE PROGRAM FOR YOUTH TO EXPLAIN IMPORTANCE OF CONNECTING WITH AND CARING FOR NATURAL WORLD 2,500

PAWS WITH PURPOSE

1640 LYNDON FARM CT
LOUISVILLE,KY40223 		NONE PC GENERAL SUPPORT FOR DOG TRAINING AND SUPPLIES FOR HANDLERS AT THE KY CORRECTIONAL INSTITUTE FOR WOMEN 5,000

PETERSON-DUMENSIL HOUSE FOUNDATION

301 S PETERSON AVE
LOUISVILLE,KY40206 		NONE PC UPGRADE KNOBS AND TUBE WIRING ON SECOND FLOOR 2,000

PROJECT CAMP INC

1501 BURNLEY ROAD
SCOTTSVILLE,KY42164 		NONE PC DOWN SYNDROME RETREAT FOR FAMILIES TO CONNECT AND FORM SUPPORT NETWORK 4,950

QUEER KENTUCKY INCORPORATED

900 E MAIN ST SECOND FLOOR
LOUISVILLE,KY40206 		NONE PC FIVE EXCLUSIVE INTERVIEWS WITH LOCAL DRAG ARTISTS TO REVEAL ADDITIONAL TALENTS 1,500

RECOVERING JOY ARTS AND NATURE CENTER INC

1890 MALVIN HILL CHURCH RD
SOMERSET,KY42501 		NONE PC ON-SITE ARTS PROGRAM FOR WOMEN FROM SKY HOPE RECOVERY CENTER IN SOMERSET, KY 5,000

RED OAKS CENTER FOR NATURE AND THE ARTS INC

200 PUNKIN HOLLOW RD
STANTON,KY40380 		NONE PC FREE ART CLUB FOR STUDENTS TO EXPLORE CONNECTION BETWEEN NATURAL WORLD AND INNER ARTIST 1,000

RONALD MCDONALD HOUSE CHARITIES OF KENTUCKIANA

550 S FIRST STREET
LOUISVILLE,KY40202 		NONE PC PROVIDE A HOME/SUPPORT SYSTEM TO HELP RELIEVE STRESS, FINANCIAL BURDEN, AND ISOLATION 2,500

SAFE PASSAGE INC

PO BOX 43993
LOUISVILLE,KY40253 		NONE PC OUTREACH TO END CHILD TRAFFICKING, IDENTIFY VICTIMS, PREVENTION, MENTORSHIP AND SUPPORT 5,000

SECOND CHANCES WILDLIFE CENTER

487 GENTRY LANE
MT WASHINGTON,KY40047 		NONE PC BUILD FIRST BAT CONSERVATION CENTER IN KENTUCKY 5,000

SOS INTERNATIONAL INC

1500 ARLINGTON AVE
LOUISVILLE,KY40206 		NONE PC PROVIDE CAREER PATHWAYS PROGRAM TO LOUISVILLE PUBLIC SCHOOL SYSTEM 1,500

SOUTHWEST COMMUNITY MINISTRIES INC

8504 TERRY RD
LOUISVILLE,KY40258 		NONE PC CONNECT UNHOUSED PEOPLE WITH COMMUNITY SERVICES FOR STABILITY AND HOUSING SECURITIES 5,000

ST VINCENT DE PAUL LOUISVILLE

1015-C SOUTH PRESTON ST
LOUISVILLE,KY40203 		NONE PC OZANAM INN - MEN'S EMERGENCY SHELTER OPERATING COSTS 2,000

STAGEONE LOUISVILLE

1129 PAYNE ST
LOUISVILLE,KY40204 		NONE PC FREE AND SUBSIDIZED THEATER TICKETS TO UNDER RESOURCED SCHOOLS IN LOUISVILLE METRO 2,000

SUMMIT ACADEMY OF GREATER LOUISVILLE INC

11508 MAIN ST
LOUISVILLE,KY40243 		NONE PC OCCUPATIONAL AND SPEECH THERAPY PROGRAM 1,500

SYCAMORE FARM KY INC

7839 ST ANDREWS CHURCH RD
LOUISVILLE,KY40214 		NONE PC EMERGENCY SHELTER FOR VICTIMS OF SEXUAL EXPLOITATION AND SEX TRAFFICKING 2,000

THE CABBAGE PATCH SETTLEMENT HOUSE

1413 S 6TH ST
LOUISVILLE,KY40208 		NONE PC CONTINUE IMPLEMENTATION OF THREE-YEAR PLAN FOR ACADEMIC RECOVERY 2,000

THE FAYETTE EDUCATION FOUNDATION

PO BOX 910951
LEXINGTON,KY40591 		NONE PC BRIGHT IDEAS GRANT PROGRAM FOR UNDER-SERVED POPULATIONS AND LOW PERFORMING SCHOOLS 5,000

THE HUMANE SOCIETY OF OLDHAM COUNTY INC

3104 RIDGEMOOR COURT
PROSPECT,KY40059 		NONE PC SPAY AND NEUTER CLINIC SUPPORT 3,000

THE JUNE BUCHANAN SCHOOL

100 PURPOSE ROAD
PIPPA PASSES,KY41844 		NONE PC RENOVATION OF SCIENCE LAB 10,000

THE LOUCITY AND RACING FOUNDATION

801 EDITH ROAD
LOUISVILLE,KY40206 		NONE PC ON AND OFF THE P.I.T.C.H. PROGRAM FOR UNDERSERVED YOUTHS 1,500

THE LOUISVILLE ORCHESTRA INC

620 W MAIN STREET SUITE 600
LOUISVILLE,KY40202 		NONE PC MUSIC PROGRAM FOR ALL JCPS 4TH AND 5TH GRADERS CLASSROOM VISITS AND FIELD TRIP TO ORCHESTRA CONCERTS 5,000

THE MORTON CENTER

1028 BARRET AVENUE
LOUISVILLE,KY40204 		NONE PC FAMILY-FOCUSED MODEL TO MITIGATE EFFECTS OF ALCOHOLISM AND DRUG ADDICTION 2,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		NONE PC LAND PROTECTION WORK IN CENTRAL APPALACHIAN MOUNTAINS OF EASTERN KENTUCKY 2,000

THE PRISONER'S HOPE

11501 PLANTSIDE DR
JEFFERSONTOWN,KY40299 		NONE PC MENTEE/FAMILY ASSISTANCE PROGRAM 1,500

UNITING PARTNERS FOR WOMEN AND CHILDREN

425 S 2ND ST SUITE 100
LOUISVILLE,KY40202 		NONE PC DAY SHELTER FOR WOMEN AND CHILDREN EXPERIENCING HOMELESSNESS 5,000

VISUALLY IMPAIRED PRESCHOOL SERVICES INC

1906 GOLDSMITH LN
LOUISVILLE,KY40218 		NONE PC MATERIALS AND SUPPLIES FOR VISUALLY IMPAIRED AT KIDS TOWN PRESCHOOL IN LOUISVILLE 1,500

WATERFRONT BOTANICAL GARDENS

1435 FRANKFORT AVE
LOUISVILLE,KY40206 		NONE PC PRESENTATION AT KY CENTER FOR AFRICAN AMERICAN HERITAGE AND SUMMER CAMP, EDUCATION GARDEN 3,000

WELLSPRING INC

225 W BRECKINRIDGE ST
LOUISVILLE,KY40203 		NONE PC ART SUPPLIES TO ENGAGE MENTALLY ILL ADULTS IN ART FOR SHOWCASE AT MELLWOOD ART CENTER 4,000

WEST LOUISVILLE WOMEN'S COLLABORATIVE

1705 STRATTON CT
LOUISVILLE,KY40211 		NONE PC WEST END WOMEN'S COLLABORATIVE PEACH LABYRINTH FOR CHICKSAW RESIDENTS 2,500

WILDERNESS LOUISVILLE INC

11311 MITCHELL HILL RD SUITE 101
FAIRDALE,KY40118 		NONE PC ECHO - CHILDRENS OUTDOORS PROGRAM FOR ENVIRONMENTAL, EDUCATION, EXPLORATION, AND NATURE PLAY 3,000

WOODFORD THEATRE

275 BEASLEY RD
VERSAILLES,KY40383 		NONE PC CHILDRENS THREE WEEK TRAINING PROGRAM AND PRODUCTION 4,000

WORKWELL INDUSTRIES INC

3401 JEWELL AVE
LOUISVILLE,KY40212 		NONE PC CREATE JOBS FOR PEOPLE WITH DISABILITIES AND OTHERS WHO EXPERIENCE BARRIERS TO EMPLOYMENT 5,000

YMCA OF GREATER LOUISVILLE

2400 CRITTENDEN DRIVE
LOUISVILLE,KY40217 		NONE PC YMCA SAFE PLACE SERVICES 2,500

ZORA'S CRADLE LLC

3934 DIXIE HWY SUITE 350
LOUISVILLE,KY40216 		NONE PC PARENTING EDUCATIONAL PROGRAMS 1,000
Total .................................right arrow 3a 336,290
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 11,073  
4 Dividends and interest from securities ....     14 149,830  
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 ............ 		    18 124,857  
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) .. 0 285,760 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
285,760
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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
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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.
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Firm's name SmallBullet
 Firm's EIN SmallBullet
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
SNOWY OWL FOUNDATION INC
EIN:
27-3594673
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEE 2,935 1,468   1,467

TY 2023 InvestmentsCorpBondsSchedule
Name:
SNOWY OWL FOUNDATION INC
EIN:
27-3594673
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED INCOME 1,000,690 963,982

TY 2023 InvestmentsCorpStockSchedule
Name:
SNOWY OWL FOUNDATION INC
EIN:
27-3594673
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES 3,430,435 5,844,677

TY 2023 LegalFeesSchedule
Name:
SNOWY OWL FOUNDATION INC
EIN:
27-3594673
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,175 588   587


TY 2023 OtherDecreasesSchedule
Name:
SNOWY OWL FOUNDATION INC
EIN:
27-3594673
Description Amount
COST BASIS ADJUSTMENT 3,426
FMV BASIS ADJUSTMENT OF DONATED STOCK SOLD 15,294


TY 2023 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 1,794 0   1,794


TY 2023 OtherProfessionalFeesSchedule
Name:
SNOWY OWL FOUNDATION INC
EIN:
27-3594673
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 31,098 31,098   0
WEBSITE DESIGN 1,381 0   1,381


TY 2023 TaxesSchedule
Name:
SNOWY OWL FOUNDATION INC
EIN:
27-3594673
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 1,400 0   0
FOREIGN TAX 322 322   0