Civic Intelligence

Lida F Thurman Tr UW 3401077700

EIN 52-6194641 • 501(c)3 • Lexington, KY

Profile

Support of the christ church episcopal lexington, kentucky

215 Southland AveLexington, KY 40503

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

62nd percentile

8.3%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

102%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,504,186

Up $344,405 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,504,186

Up $344,405 (+11%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin88th percentile

Revenue

Down

$177,167

Down $130,918 (-42%) from 2023

Expenses

Down

$178,665

Down $7 (-0.0%) from 2023

Net Income

Down

-$1,498

Down $130,911 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,107,502Liabilities 2011: $0Net Assets 2011: $2,107,5022011Assets 2012: $2,103,674Liabilities 2012: $0Net Assets 2012: $2,103,6742012Assets 2013: $2,234,187Liabilities 2013: $0Net Assets 2013: $2,234,1872013Assets 2014: $2,541,965Liabilities 2014: $0Net Assets 2014: $2,541,9652014Assets 2015: $2,506,660Liabilities 2015: $0Net Assets 2015: $2,506,6602015Assets 2016: $2,617,721Liabilities 2016: $0Net Assets 2016: $2,617,7212016Assets 2017: $2,856,125Liabilities 2017: $0Net Assets 2017: $2,856,1252017Assets 2018: $2,570,028Liabilities 2018: $0Net Assets 2018: $2,570,0282018Assets 2019: $2,951,802Liabilities 2019: $0Net Assets 2019: $2,951,8022019Assets 2020: $3,162,639Liabilities 2020: $0Net Assets 2020: $3,162,6392020Assets 2021: $3,532,066Liabilities 2021: $0Net Assets 2021: $3,532,0662021Assets 2022: $2,864,407Liabilities 2022: $0Net Assets 2022: $2,864,4072022Assets 2023: $3,159,781Liabilities 2023: $0Net Assets 2023: $3,159,7812023Assets 2024: $3,504,186Liabilities 2024: $0Net Assets 2024: $3,504,1862024

Highlighted filing

2024

Assets$3,504,186
Liabilities$0
Net Assets$3,504,186
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $135,550Expenses 2011: $109,667Net Income 2011: $25,8832011Revenue 2012: $113,295Expenses 2012: $113,168Net Income 2012: $1272012Revenue 2013: $245,962Expenses 2013: $113,705Net Income 2013: $132,2572013Revenue 2014: $170,114Expenses 2014: $115,869Net Income 2014: $54,2452014Revenue 2015: $229,009Expenses 2015: $124,713Net Income 2015: $104,2962015Revenue 2016: $158,726Expenses 2016: $142,103Net Income 2016: $16,6232016Revenue 2017: $156,225Expenses 2017: $149,040Net Income 2017: $7,1852017Revenue 2018: $112,810Expenses 2018: $153,280Net Income 2018: -$40,4702018Revenue 2019: $202,454Expenses 2019: $158,611Net Income 2019: $43,8432019Revenue 2020: $117,248Expenses 2020: $156,981Net Income 2020: -$39,7332020Revenue 2021: $257,756Expenses 2021: $116,658Net Income 2021: $141,0982021Revenue 2022: $136,676Expenses 2022: $140,642Net Income 2022: -$3,9662022Revenue 2023: $308,085Expenses 2023: $178,672Net Income 2023: $129,4132023Revenue 2024: $177,167Expenses 2024: $178,665Net Income 2024: -$1,4982024

Highlighted filing

2024

Revenue$177,167
Expenses$178,665
Net Income-$1,498
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,504,186
Liabilities
$0
Net assets
$3,504,186
Revenue
$177,167
Expenses
$178,665
Net income
-$1,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.18$0.18$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$0.31$0.18$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.00$2.86$0.14$0.14$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.00$3.53$0.26$0.12$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.00$3.16$0.12$0.16$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.20$0.16$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.11$0.15$0.04
2017Summary only. Only limited summary data is available for this year.$2.86$0.00$2.86$0.16$0.15$0.01
2016Summary only. Only limited summary data is available for this year.$2.62$0.00$2.62$0.16$0.14$0.02
2015Summary only. Only limited summary data is available for this year.$2.51$0.00$2.51$0.23$0.12$0.10
2014Summary only. Only limited summary data is available for this year.$2.54$0.00$2.54$0.17$0.12$0.05
2013Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.25$0.11$0.13
2012Summary only. Only limited summary data is available for this year.$2.10$0.00$2.10$0.11$0.11$0.00
2011Summary only. Only limited summary data is available for this year.$2.11$0.00$2.11$0.14$0.11$0.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 27, 2023
Return Version
2022v4.1
Gross Receipts
$2,201,424
Mission and Program Overview

Mission

Support of the christ church episcopal lexington, ky.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,586,125$2,856,125▲ $270,000
Investments in Publicly Traded Securities$3,021,686$2,510,005▼ $511,681
Investments Other Securities$510,380$354,402▼ $155,978
Rtn Earn Endowment Incm Other Fnds$945,941$8,282▼ $937,659
Total Assets$3,532,066$2,864,407▼ $667,659
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,532,066$2,864,407▼ $667,659
Total Liabilities and Net Assets / Fund Balance$3,532,066$2,864,407▼ $667,659

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$123,469--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Beth PrewittTrustee
Bob MayTrustee
Chuck BaldecchiTrustee
Marc MatthewsTrustee
Matt LutzTrustee
-Institutiona
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$136,676
Other Revenue
$0
Change in Net Assets
$-3,966
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$118,086
Other Expenses$22,556
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$118,086--$118,086
Fees for Services Management-$20,692-$20,692
Fees for Services Accounting-$650-$650
Other Expenses$24--$24
Total Functional Expenses$119,300$21,342$0$140,642
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Christ Church EpiscopalLexington, KY-Program Support$118,086
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The trustee reviews all underlying monetary and factual information prior to the irs form 990 being filed.”

Form 990, Page 6, Part VI, Line 19

“As trustee, bank of the bluegrass and trust, maintains a close and continuous working relationship with the officers of the supported organization. The governing documents are not available to all interested parties, such as beneficiaries, trustees, executors, etc. Bank of the bluegrass does not have a public conflict of interest policy, however, the”

Filing and Contact Details

Filer

Filer Name
Lida F Thurman Tr Uw 3401077700
EIN
52-6194641
Phone
8592338929
Address
215 SOUTHLAND AVE, LEXINGTON, KY 40503

Signing Officer

Name
Bank of the Bluegrass Trust Co
Title
Institutional Truste
Phone
8592338929
Signed
2023-02-27
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Switzer Mcgaughey & King Psc
Address
811 CORPORATE DR STE 303, LEXINGTON, KY 40503
Preparer
Daniel a King
Phone
8592235353
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide dedicated program support to and for the christ church episcopal, lexington, ky.”

Raw XML Appendix399 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT OF THE CHRIST CHURCH EPISCOPAL LEXINGTON, KY.
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BANK OF THE BLUEGRASS & TRUST CO
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0INSTITUTIONAL TRUSTEE
IRS990/BooksInCareOfDetail/PhoneNum08592338929
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 EAST HIGH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040507
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt02586125
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt02856125
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0118086
IRS990/CYInvestmentIncomeAmt0136676
IRS990/CYOtherExpensesAmt022556
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-3966
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0140642
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0136676
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PROVIDE DEDICATED PROGRAM SUPPORT TO AND FOR THE CHRIST CHURCH EPISCOPAL, LEXINGTON, KY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0118086
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0650
IRS990/FeesForServicesAccountingGrp/TotalAmt0650
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt020692
IRS990/FeesForServicesManagementGrp/TotalAmt020692
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0BANK OF THE BLUEGRASS & TRUST CO
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine2Txt0INSTITUTIONAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0CHUCK BALDECCHI
IRS990/Form990PartVIISectionAGrp/PersonNm1MATT LUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm2MARC MATTHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm3BOB MAY
IRS990/Form990PartVIISectionAGrp/PersonNm4BETH PREWITT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5INSTITUTIONA
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0134
IRS990/GainOrLossGrp/SecuritiesAmt084327
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0118086
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0118086
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0118086
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0134
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02149075
IRS990/GrossReceiptsAmt02201424
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt050137
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02078
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt052215
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0510380
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0354402
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03021686
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02510005
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02064748
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT OF THE CHRIST CHURCH EPISCOPAL LEXINGTON, KY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03532066
IRS990/NetAssetsOrFundBalancesEOYAmt02864407
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt084461
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt084461
IRS990/NetUnrlzdGainsLossesInvstAmt0-663693
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ProgramServicesAmt01190
IRS990/OtherExpensesGrp/ProgramServicesAmt124
IRS990/OtherExpensesGrp/TotalAmt01190
IRS990/OtherExpensesGrp/TotalAmt124
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0BANK OF THE BLUEGRASS & TRUST CO
IRS990/PrincipalOfcrBusinessName/BusinessNameLine2Txt0INSTITUTIONAL TRUSTEE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO PROVIDE DEDICATED PROGRAM SUPPORT TO AND FOR THE CHRIST CHURCH EPISCOPAL, LEXINGTON, KY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01214
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt094180
IRS990/PYInvestmentIncomeAmt0257756
IRS990/PYOtherExpensesAmt022478
IRS990/PYRevenuesLessExpensesAmt0141098
IRS990/PYTotalExpensesAmt0116658
IRS990/PYTotalRevenueAmt0257756
IRS990/ReconcilationRevenueExpnssAmt0-3966
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0945941
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08282
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt052349
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt044297
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt052349
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt044297
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt020692
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt021878
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt031657
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt022419
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt022419
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0115400
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0115400
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt019056
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0115400
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0115400
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0115400
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0118086
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0118086
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0111714
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt094180
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0132934
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0229800
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0118086
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt094180
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt017534
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0227114
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0118086
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0115400
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0118086
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0118086
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE CURRENT TRUSTEE, BANK OF THE BLUEGRASS, WAS SELECTED BY THE SUPPORTED ORGANIZATION AND MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH OFFICERS OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1CHRIST CHURCH RECEIVES REGULAR COPIES OF INVESTMENT STATEMENTS OF THE TRUST FOR ITS REVIEW TO RECOMMEND ADJUSTMENTS TO INVESTMENT POLICIES. CHRIST CHURCH HAS REQUESTED, AND RECEIVES, MONTHLY DISTRIBUTIONS OF INCOME FROM THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03198236
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03347353
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03198236
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt03347353
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt047974
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt050210
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03150262
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03297143
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0110259
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0115400
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03198236
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03347353
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0110259
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0115400
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0610444674
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0118086
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHRIST CHURCH EPISCOPAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0CHRIST CHURCH EPISCOPAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0118086
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0230933
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1123469
IRS990ScheduleD/OtherSecuritiesGrp/Desc0787 SHS VANGUARD INFORMATION TECH
IRS990ScheduleD/OtherSecuritiesGrp/Desc11728 SHS ISHARES U.S. FINANCIALS ETF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueSecuritiesAmt0354402
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0118086
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHRIST CHURCH EPISCOPAL
IRS990ScheduleI/RecipientTable/RecipientEIN0610444674
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0166 MARKET STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LEXINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040507
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. TRUST ADMINISTRATORS FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS, WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, PROVIDING EXPENDITURE REPORTS AS NEEDED AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM THE TRUST. THIS TRUST IS SUPPORTED BY BANK OF THE BLUEGRASS' TRUST COMMITTEE, AS WELL AS THE INDIVIDUAL ADMINISTRATOR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE DEDICATED PROGRAM SUPPORT TO AND FOR THE CHRIST CHURCH EPISCOPAL, LEXINGTON, KY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION PRIOR TO THE IRS FORM 990 BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS TRUSTEE, BANK OF THE BLUEGRASS AND TRUST, MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO ALL INTERESTED PARTIES, SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. BANK OF THE BLUEGRASS DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY, HOWEVER, THE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03532066
IRS990/TotalAssetsEOYAmt02864407
IRS990/TotalAssetsGrp/BOYAmt03532066
IRS990/TotalAssetsGrp/EOYAmt02864407
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021342
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0119300
IRS990/TotalFunctionalExpensesGrp/TotalAmt0140642
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03532066
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02864407
IRS990/TotalOtherProgSrvcExpenseAmt01214
IRS990/TotalProgramServiceExpensesAmt0119300
IRS990/TotalRevenueGrp/ExclusionAmt050137
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt086539
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0136676
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03532066
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02864407
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 EAST HIGH STREET
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040507
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF THE BLUEGRASS TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INSTITUTIONAL TRUSTE
ReturnHeader/BusinessOfficerGrp/PhoneNum08592338929
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIDA F THURMAN TR UW 3401077700
ReturnHeader/Filer/BusinessNameControlTxt0LIDA
ReturnHeader/Filer/EIN0526194641
ReturnHeader/Filer/PhoneNum08592338929
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 SOUTHLAND AVE
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611190875
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWITZER MCGAUGHEY & KING PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0811 CORPORATE DR STE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040503
ReturnHeader/PreparerPersonGrp/PhoneNum08592235353
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL A KING
ReturnHeader/ReturnTs02023-03-08T15:16:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BANK OF THE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLUEGRASS TRUST
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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