Civic Intelligence

Elsa M Heisel Sule Charitable Trust 2005

990PF • Fiscal year 2021 • EIN 20-7277661

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 23, 2022

Organization Profile
334 Beechwood Rd 550Ft Mitchell, KY 41017

(859) 344-9966

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

67th percentile

26%

Higher net margin than 67% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

62nd percentile

$256,755

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

55th percentile

11%

Faster asset growth than 55% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

111%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$26,794,910

Up $2,589,612 (+11%) from 2020

Net Assets

Up

$26,794,908

Up $2,589,610 (+11%) from 2020

Liabilities

Up

$2

Up $2 from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin67th percentile

Revenue

Up

$2,180,228

Up $1,145,651 (+111%) from 2020

Expenses

Up

$1,604,522

Up $226,261 (+16%) from 2020

Net Income

Up

$575,706

Up $919,390 (+268%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $5,071,045Liabilities 2011: $0Net Assets 2011: $5,071,0452011Assets 2012: $12,715,861Liabilities 2012: $02012Assets 2013: $13,252,382Liabilities 2013: $0Net Assets 2013: $13,252,3822013Assets 2014: $20,992,314Liabilities 2014: $0Net Assets 2014: $20,992,3142014Assets 2015: $21,537,679Liabilities 2015: $02015Assets 2016: $23,765,136Liabilities 2016: $0Net Assets 2016: $23,765,1362016Assets 2017: $24,235,193Liabilities 2017: $1Net Assets 2017: $24,235,1922017Assets 2018: $25,092,753Liabilities 2018: $1Net Assets 2018: $25,092,7522018Assets 2019: $25,013,005Liabilities 2019: $0Net Assets 2019: $25,013,0052019Assets 2020: $24,205,298Liabilities 2020: $0Net Assets 2020: $24,205,2982020Assets 2021: $26,794,910Liabilities 2021: $2Net Assets 2021: $26,794,9082021Assets 2022: $24,051,059Liabilities 2022: $1Net Assets 2022: $24,051,0582022Assets 2023: $23,680,220Liabilities 2023: $1,117Net Assets 2023: $23,679,1032023Assets 2024: $25,499,249Liabilities 2024: $0Net Assets 2024: $25,499,2492024

Highlighted filing

2021

Assets$26,794,910
Liabilities$2
Net Assets$26,794,908
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $260,2082011Revenue 2012: $7,944,544Expenses 2012: $299,728Net Income 2012: $7,644,8162012Revenue 2013: $1,184,310Expenses 2013: $647,789Net Income 2013: $536,5212013Revenue 2014: $8,683,644Expenses 2014: $943,712Net Income 2014: $7,739,9322014Revenue 2015: $1,551,143Expenses 2015: $1,005,778Net Income 2015: $545,3652015Revenue 2016: $3,290,417Expenses 2016: $1,062,960Net Income 2016: $2,227,4572016Revenue 2017: $1,796,434Expenses 2017: $1,326,378Net Income 2017: $470,0562017Revenue 2018: $2,183,244Expenses 2018: $1,325,684Net Income 2018: $857,5602018Revenue 2019: $1,168,378Expenses 2019: $1,248,125Net Income 2019: -$79,7472019Revenue 2020: $1,034,577Expenses 2020: $1,378,261Net Income 2020: -$343,6842020Revenue 2021: $2,180,228Expenses 2021: $1,604,522Net Income 2021: $575,7062021Revenue 2022: $687,979Expenses 2022: $1,414,641Net Income 2022: -$726,6622022Revenue 2023: $629,913Expenses 2023: $1,295,829Net Income 2023: -$665,9162023Revenue 2024: $1,165,027Expenses 2024: $1,427,491Net Income 2024: -$262,4642024

Highlighted filing

2021

Revenue$2,180,228
Expenses$1,604,522
Net Income$575,706
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 23, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH KLETTETrusteeFT$256,755-$256,755
JORDAN KLETTE-CUSHERFoundation Mgr.FT$60,000-$60,000
Filing and Contact Details

Filer

Filer Name
Elsa M Heisel Sule Charitable Trust 2005
EIN
20-7277661
Phone
8593449966
Address
334 BEECHWOOD RD 550, FT MITCHELL, KY 41017

Signing Officer

Name
Ruth Klette
Title
Trustee
Signed
2022-09-23
Discuss with paid preparer
Yes

Preparer

Firm
James A Bailer CPA PSC
Address
9 Bartlett Avenue, Erlanger, KY 41018
Preparer
Jerry A Bailer CPA
Phone
8597273090
Raw XML AppendixShowing 400 of 1,569 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ELSA M HEISEL SULE CHARITABLE TRUST FOUNDATION TAX YEAR 2017 EIN:20-7277661The Elsa Heisel Sule Foundation is an independent non-operating Private Foundation.The Sule Foundation operates in an "Engaged Philanthropy" model supporting Charitable Grantees with not only the distribution of Grant funds but also with dialogue on collaboration ideas with other/similar or complimentary NonProfit grantees or with other Foundation funding sources or to participate in training collaborations or scaling up consultations with grantee non-profit organizations in partnership with other granting organizations such as Impact 100 or Social Venture Partners Cincinnati.On-going interaction with Grantees of the Sule Foundation includes "Listening Lunches" with either an individual Grantee, as part of the Grant process or evaluation process, or with a small group of like-minded Grantees who are ripe for collaboration with other Grantees of grant opportunities from other Grantor sources. As a requirement of our high school, college and medical school scholarships, we require as part of our "scholarship grant criteria" that the Sule Foundation personnel meet annually with the scholarship recipients, for lunch or dinner, in order to meet them and tell them about Elsa Sule, her family and her motivation for providing educational scholarships. Each student receives a book on the life and times of Elsa and her family.The Sule Foundation grant process and grant guidelines are found on the Elsa Sule Foundation website. Grantmaking originates with either an unsolicited or solicited grant requests for Grantee program or projects, with a Letter of Intent (LOI) from the proposed grantee through our online grant process, hosted by Foundant Technologies. The LOI committee of Sule Foundation meets on a quarterly basis to review all LOIs and then invites those organizations which meet the grant guidelines and other factors, to file a Grant Application. The full board of advisors meets quarterly to review grant applications. The Trustee, Program Officer, Grants Manager and various members of the Advisory Board will attend site visits prior to the board's grant meeting as well as viewing the proposed Grantee's social media accounts and reporting agencies such as Guidestar. Grant Applications are voted upon at the Advisory Board meetings and the results are communicated in a timely manner to the applicants. Grant Agreements and Funds are delivered to the Grantees within a short time after the board meeting. The Sule Foundation will offer social media exposure of the Grantee's funding by the Sule Foundation. Many times, follow up site visits occur to evaluate the programs/projects of the Grantee while in action. All grantees are required to file a Final Follow-up Report, online through the Foundant system, at the conclusion of the expenditure of their grant funds with a narrative of their grant outcomes and budget (proposed v actual) comparisons.The Charitable Trust Trustee of the Foundation is responsible for all of the day-to-day tasks and for maintaining the foundation's compliance with legal and technical issues. The Trustee ensures that the foundation's leadership, administrative and programmatic activities achieve the desired goals of Elsa Sule. The Trustee monitors the Foundation's investment policies and portfolios and in doing so she must consult on a regular and frequent basis with the investment manager, R W Baird. With the advice and recommendations of R W Baird, the Trustee seeks to maximize the production of income and safety of assests.The Trustee monitors, analyzes and interprets short-term and long-term trends in the relevant financial markets and acts upon those trends in a timely and responsible manner. The Trustee develops a clear philanthropic agenda for the Elsa Sule Foundation and makes certain that every dimension of that agenda is supported by an appropriate set of initiatives. The Trustee develops and implements the required initiatives in a
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1094293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11393802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12208950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13113564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-85571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt428597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5277682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt720060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8160141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-28943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10307380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11423964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-23671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1366306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-85571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt428597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5277682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt720060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8160141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-28943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10307380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11423964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-23671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1366306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt055367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1242886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2476721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt378802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt438995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5994904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt769962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83196996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9194560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10401673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11817766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12185279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13179870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BAIRD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BAIRD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BAIRD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BAIRD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BAIRD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BAIRD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc620.642 DUKE ENERGY CORP NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7RAYMOND JAMES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8RAYMOND JAMES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc98335.000 AT&T INCORPORATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc103400.000 CINCINNATI FINL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc118000.000 DUKE ENERGY CORP NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc123000.000 EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc133500.000 VERIZON COMMNS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01162686
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt059815
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0575706
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02013904
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt026794908
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt024205298
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt026794908
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01253400
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01253400
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01253400
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01282026
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt028626
IRS990PF/DistributableAmountGrp/TotalTaxAmt028626
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0668
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt028626
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt028626
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt028626
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt029294
IRS990PF/FMVAssetsEOYAmt027270545
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt063432
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt068117
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt068117
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt020957607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt018637241
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018637241
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0992
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01763
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01079
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0771
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0771
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt024205298
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt026794908
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03008170
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt07572176
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07572176
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt011492
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt020485
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0496120
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0163518
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0496120
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0496120
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt024205298
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt026794910
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt027270545
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt024205298
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt026794910
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt024205298
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt026794908
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt026030985
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0705637
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt025325348
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0390465
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01282026
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt025640520
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt026030985
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt050.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0256755
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt160000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RUTH KLETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JORDAN KLETTE-CUSHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Foundation Mgr.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0334 BEECHWOOD RD SUITE 550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1334 BEECHWOOD RD SUITE 550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FT MITCHELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FT MITCHELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd041017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd141017
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01483441
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01483441
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0PROVIDE FUNDS TO ACCOMPLISH THE FOUNDATION'S STATED GOALS
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,794,910
Liabilities
$2
Net assets
$26,794,908
Revenue
$2,180,228
Expenses
$1,604,522
Net income
$575,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$1.17$1.43$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$0.00$23.7$0.63$1.30$0.67
2022Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$0.69$1.41$0.73
2021Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$2.18$1.60$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$0.00$24.2$1.03$1.38$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.0$0.00$25.0$1.17$1.25$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$0.00$25.1$2.18$1.33$0.86
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$0.00$24.2$1.80$1.33$0.47
2016Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$3.29$1.06$2.23
2015Summary only. Only limited summary data is available for this year.$21.5$0.00$1.55$1.01$0.55
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$0.00$21.0$8.68$0.94$7.74
2013Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$1.18$0.65$0.54
2012Summary only. Only limited summary data is available for this year.$12.7$0.00$7.94$0.30$7.64
2011Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.26