Civic Intelligence

Louise Marshall Tr UW FBO Cabbage Patch Settlement House Inc

EIN 61-6128446 • 501(c)3 • Louisville, KY

Profile

The sole activity of the organization is to oversee the investment of the trust assets. 5% of the net fair market value of the trust assets is required to be distributed to cabbage patch settlement house, inc. To further its charitable objectives.

PO Box 23790Louisville, KY 40223-0790

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 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

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 2024

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

40%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$4,805,629

Up $528,737 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,805,629

Up $528,737 (+12%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin85th percentile

Revenue

Up

$378,422

Up $107,353 (+40%) from 2023

Expenses

Up

$231,568

Up $6,367 (+2.8%) from 2023

Net Income

Up

$146,854

Up $100,986 (+220%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,780,390Liabilities 2011: $0Net Assets 2011: $2,780,3902011Assets 2012: $3,010,795Liabilities 2012: $0Net Assets 2012: $3,010,7952012Assets 2013: $3,460,900Liabilities 2013: $0Net Assets 2013: $3,460,9002013Assets 2014: $3,532,921Liabilities 2014: $0Net Assets 2014: $3,532,9212014Assets 2015: $3,348,688Liabilities 2015: $0Net Assets 2015: $3,348,6882015Assets 2016: $3,393,862Liabilities 2016: $0Net Assets 2016: $3,393,8622016Assets 2017: $3,672,450Liabilities 2017: $0Net Assets 2017: $3,672,4502017Assets 2018: $3,352,413Liabilities 2018: $0Net Assets 2018: $3,352,4132018Assets 2019: $3,893,283Liabilities 2019: $0Net Assets 2019: $3,893,2832019Assets 2020: $4,139,659Liabilities 2020: $0Net Assets 2020: $4,139,6592020Assets 2021: $4,673,575Liabilities 2021: $0Net Assets 2021: $4,673,5752021Assets 2022: $3,816,185Liabilities 2022: $0Net Assets 2022: $3,816,1852022Assets 2023: $4,276,892Liabilities 2023: $0Net Assets 2023: $4,276,8922023Assets 2024: $4,805,629Liabilities 2024: $0Net Assets 2024: $4,805,6292024

Highlighted filing

2024

Assets$4,805,629
Liabilities$0
Net Assets$4,805,629
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$400K$200K$0-$200KRevenue 2011: $171,811Expenses 2011: $151,135Net Income 2011: $20,6762011Revenue 2012: $202,849Expenses 2012: $153,858Net Income 2012: $48,9912012Revenue 2013: $367,389Expenses 2013: $162,441Net Income 2013: $204,9482013Revenue 2014: $213,378Expenses 2014: $173,262Net Income 2014: $40,1162014Revenue 2015: $201,012Expenses 2015: $184,438Net Income 2015: $16,5742015Revenue 2016: $155,019Expenses 2016: $189,501Net Income 2016: -$34,4822016Revenue 2017: $136,315Expenses 2017: $191,267Net Income 2017: -$54,9522017Revenue 2018: $181,147Expenses 2018: $193,227Net Income 2018: -$12,0802018Revenue 2019: $125,323Expenses 2019: $196,305Net Income 2019: -$70,9822019Revenue 2020: $186,081Expenses 2020: $199,425Net Income 2020: -$13,3442020Revenue 2021: $396,960Expenses 2021: $208,495Net Income 2021: $188,4652021Revenue 2022: $152,933Expenses 2022: $220,954Net Income 2022: -$68,0212022Revenue 2023: $271,069Expenses 2023: $225,201Net Income 2023: $45,8682023Revenue 2024: $378,422Expenses 2024: $231,568Net Income 2024: $146,8542024

Highlighted filing

2024

Revenue$378,422
Expenses$231,568
Net Income$146,854
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
$4,805,629
Liabilities
$0
Net assets
$4,805,629
Revenue
$378,422
Expenses
$231,568
Net income
$146,854
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$0.00$4.81$0.38$0.23$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.00$4.28$0.27$0.23$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.00$3.82$0.15$0.22$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$0.00$4.67$0.40$0.21$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$0.19$0.20$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.00$3.89$0.13$0.20$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.18$0.19$0.01
2017Summary only. Only limited summary data is available for this year.$3.67$0.00$3.67$0.14$0.19$0.05
2016Summary only. Only limited summary data is available for this year.$3.39$0.00$3.39$0.16$0.19$0.03
2015Summary only. Only limited summary data is available for this year.$3.35$0.00$3.35$0.20$0.18$0.02
2014Summary only. Only limited summary data is available for this year.$3.53$0.00$3.53$0.21$0.17$0.04
2013Summary only. Only limited summary data is available for this year.$3.46$0.00$3.46$0.37$0.16$0.20
2012Summary only. Only limited summary data is available for this year.$3.01$0.00$3.01$0.20$0.15$0.05
2011Summary only. Only limited summary data is available for this year.$2.78$0.00$2.78$0.17$0.15$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 16, 2020
Return Version
2019v5.1
Gross Receipts
$445,918
Mission and Program Overview

Mission

The sole activity of the organization is to oversee the investment of the trust assets. 5% of the net fair market value of the trust assets is required to be distributed to cabbage patch settlement house, inc. To further its charitable objectives.

To provide support to the cabbage patch settlement house, inc. For its charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,232,054$3,803,890▲ $571,836
Savings and Temporary Cash Investments$120,359$89,393▼ $30,966
Total Assets$3,352,413$3,893,283▲ $540,870
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,352,413$3,893,283▲ $540,870
Total Net Assets Fund Balance$3,352,413$3,893,283▲ $540,870
Total Liabilities and Net Assets / Fund Balance$3,352,413$3,893,283▲ $540,870
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Brian CromerTrustee
David a WombwellTrustee
Stuart FergusonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$125,323
Other Revenue
$0
Change in Net Assets
$-70,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$176,705
Other Expenses$19,600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$176,705--$176,705
Fees for Service Investment Mgmnt Fees-$17,399-$17,399
Fees for Services Accounting-$1,200-$1,200
Other Expenses-$1,001-$1,001
Total Functional Expenses$176,705$19,600$0$196,305
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cabbage Patch Settlement House IncLouisville, KY501(c)(3)Operating Expenses$176,705
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
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, Part VI, Section A, Line 8B

“The governing body does not have sub committees.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by a third-party cpa firm and provided to a member of the governing body for review, signature, and filing.”

Form 990, Part VI, Section C, Line 19

“Other than those documents required to be available per regulation, governing documents and financial statements are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Louise Marshall Tr Uw Fbo Cabbage Patch
EIN
61-6128446
Phone
5024896110
Address
PO BOX 23790, LOUISVILLE, KY 40223-0790

Signing Officer

Name
Stuart Ferguson
Title
Trustee
Phone
5024896110
Signed
2020-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stuart Ferguson
Formed
1997
Legal Domicile
Ky
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
9300 SHELBYVILLE RD STE 1100, LOUISVILLE, KY 40222-5187
Preparer
Christine N Koenig
Phone
5024269660
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“Reporting on modified cash basis of accounting as investments are reported at fair value.”

Raw XML Appendix395 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT TO THE CABBAGE PATCH SETTLEMENT HOUSE, INC. FOR ITS CHARITABLE PURPOSES.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STUART FERGUSON
IRS990/BooksInCareOfDetail/PhoneNum05024896110
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 23790
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040223
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0176705
IRS990/CYInvestmentIncomeAmt0125323
IRS990/CYOtherExpensesAmt019600
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-70982
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0196305
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0125323
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc05% OF THE NET FAIR MARKET VALUE OF THE TRUST ASSETS IS REQUIRED TO BE DISTRIBUTED TO CABBAGE PATCH SETTLEMENT HOUSE, INC. TO FURTHER ITS CHARITABLE OBJECTIVES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0176705
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01200
IRS990/FeesForServicesAccountingGrp/TotalAmt01200
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt017399
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt017399
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN CROMER
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID A WOMBWELL
IRS990/Form990PartVIISectionAGrp/PersonNm2STUART FERGUSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt040048
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0176705
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0176705
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0176705
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0360643
IRS990/GrossReceiptsAmt0445918
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt085275
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt085275
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03232054
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03803890
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0320595
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SOLE ACTIVITY OF THE ORGANIZATION IS TO OVERSEE THE INVESTMENT OF THE TRUST ASSETS. 5% OF THE NET FAIR MARKET VALUE OF THE TRUST ASSETS IS REQUIRED TO BE DISTRIBUTED TO CABBAGE PATCH SETTLEMENT HOUSE, INC. TO FURTHER ITS CHARITABLE OBJECTIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03352413
IRS990/NetAssetsOrFundBalancesEOYAmt03893283
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt040048
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt040048
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0611852
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03352413
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03893283
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX, FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01001
IRS990/OtherExpensesGrp/TotalAmt01001
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STUART FERGUSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0173609
IRS990/PYInvestmentIncomeAmt0181147
IRS990/PYOtherExpensesAmt019618
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-12080
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0193227
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0181147
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-70982
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120359
IRS990/SavingsAndTempCashInvstGrp/EOYAmt089393
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt085275
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt075681
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt02201
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt02203
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt085275
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt075681
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt017399
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt017415
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt065675
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt056063
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt056063
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0124733
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0124733
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt047654
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0124733
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0124733
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0124733
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0176705
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0176705
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0124418
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0173609
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt075542
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0301123
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0176705
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0124418
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0249151
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0176705
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0124733
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0176705
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0176705
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PER SCHEDULE D OF THE FORM 1023 - THE ORGANIZATION IS A TRUST CREATED BY LOUISE MARSHALL IN HER WILL. THE INCOME FROM THE TRUST IS PAID TO THE CABBAGE PATCH SETTLEMENT, A CHARITABLE ORGANIZATION WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, FOR ITS OPERATING EXPENSES. THE PRINCIPAL OF THE TRUST IS TO BE HELD INTACT IN ORDER TO GENERATE FUTURE INCOME. THE CABBAGE PATCH SETTLEMENT EXERCISES APPROPRIATE OVERSIGHT OF THE TRUSTEES OF THE ORGANIZATION UNDER STATE LAW. THEREFORE, NO NOTICE OR FORM 990 IS PROVIDED TO CABBAGE PATCH SETTLEMENT, AS INFORMATION IS STATED IN THE TRUST. BASED ON THE DETERMINATION LETTER RECEIVED FROM THE IRS ON DECEMBER 13, 1999 THE ORGANIZATION WAS DETERMINED TO NOT BE A PRIVATE FOUNDATION BECAUSE THE ORGANIZATION IS DESCRIBED IN SECTION 509(A)(3).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1AS IN ACCORDANCE WITH THE TRUST DOCUMENT, THE CABBAGE PATCH SETTLEMENT RECEIVES STATEMENTS FROM THE TRUST AND MAY GIVE ADVICE ABOUT INVESTMENT POLICY AS WELL AS EXERCISE APPROPRIATE OVERSIGHT OVER THE TRUSTEES. SEE QUESTION 2 ABOVE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV; SECTION D; QUESTION 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV; SECTION D; QUESTION 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03652372
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03618065
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt045149
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt057500
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03607223
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt03560565
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt054786
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt054271
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03597586
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03563794
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0125916
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0124733
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03652372
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03618065
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0125916
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0124733
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0610458359
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0176705
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CABBAGE PATCH SETTLEMENT HOUSE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0176705
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0176705
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CABBAGE PATCH SETTLEMENT HOUSE INC
IRS990ScheduleI/RecipientTable/RecipientEIN0610458359
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01413 SOUTH SIXTH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040208
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT FUNDS ARE AWARDED PER TERMS OF THE TRUST AGREEMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY DOES NOT HAVE SUB COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY A THIRD-PARTY CPA FIRM AND PROVIDED TO A MEMBER OF THE GOVERNING BODY FOR REVIEW, SIGNATURE, AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER THAN THOSE DOCUMENTS REQUIRED TO BE AVAILABLE PER REGULATION, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REPORTING ON MODIFIED CASH BASIS OF ACCOUNTING AS INVESTMENTS ARE REPORTED AT FAIR VALUE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 1:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03352413
IRS990/TotalAssetsEOYAmt03893283
IRS990/TotalAssetsGrp/BOYAmt03352413
IRS990/TotalAssetsGrp/EOYAmt03893283
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019600
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0176705
IRS990/TotalFunctionalExpensesGrp/TotalAmt0196305
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03352413
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03893283
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0176705
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0125323
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0125323
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03352413
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03893283
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 23790
IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040223
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05024896110
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUISE MARSHALL TR UW FBO CABBAGE PATCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SETTLEMENT HOUSE INC
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0616128446
ReturnHeader/Filer/PhoneNum05024896110
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 23790
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402230790
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EA199440534E24FAA9937E0E696F7518780F31AA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C9AB7BEDD9E55BBA15D2E8302F274E4833C45A95
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.47.177.202
ReturnHeader/FilingSecurityInformation/IPDt02020-04-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:24:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611064249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMING MALONE LIVESAY & OSTROFF PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09300 SHELBYVILLE RD STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402225187
ReturnHeader/PreparerPersonGrp/PhoneNum05024269660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE N KOENIG
ReturnHeader/ReturnTs02020-04-27T15:09:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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