Civic Intelligence

Saint Agatha Academy Endowment Fund Trust

990PF • Fiscal year 2016 • EIN 61-6131915

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 28, 2017

Organization Profile
PO Box 157Paris, KY 40362-0157

(859) 988-1316

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$1,594

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

65th percentile

8.5%

Faster asset growth than 65% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

137%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$247,857

Up $19,451 (+8.5%) from 2015

Net Assets

Up

$247,857

Up $19,451 (+8.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin93rd percentile

Revenue

Up

$34,734

Up $20,067 (+137%) from 2015

Expenses

Down

$15,147

Down $344 (-2.2%) from 2015

Net Income

Up

$19,587

Up $20,411 (+2477%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$300K$200K$100K$0Assets 2011: $176,431Liabilities 2011: $02011Assets 2012: $213,091Liabilities 2012: $02012Assets 2013: $225,590Liabilities 2013: $02013Assets 2014: $229,229Liabilities 2014: $0Net Assets 2014: $229,2292014Assets 2015: $228,406Liabilities 2015: $0Net Assets 2015: $228,4062015Assets 2016: $247,857Liabilities 2016: $0Net Assets 2016: $247,8572016Assets 2017: $251,940Liabilities 2017: $0Net Assets 2017: $251,9402017Assets 2018: $258,468Liabilities 2018: $0Net Assets 2018: $258,4682018Assets 2019: $275,654Liabilities 2019: $0Net Assets 2019: $275,6542019Assets 2020: $273,116Liabilities 2020: $0Net Assets 2020: $273,1162020Assets 2021: $274,857Liabilities 2021: $0Net Assets 2021: $274,8572021Assets 2022: $267,865Liabilities 2022: $0Net Assets 2022: $267,8652022Assets 2023: $264,810Liabilities 2023: $0Net Assets 2023: $264,8102023Assets 2024: $257,504Liabilities 2024: $0Net Assets 2024: $257,5042024

Highlighted filing

2016

Assets$247,857
Liabilities$0
Net Assets$247,857
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $3,502Expenses 2011: $22,228Net Income 2011: -$18,7262011Revenue 2012: $48,087Expenses 2012: $10,206Net Income 2012: $37,8812012Revenue 2013: $26,382Expenses 2013: $11,692Net Income 2013: $14,6902013Revenue 2014: $14,271Expenses 2014: $14,175Net Income 2014: $962014Revenue 2015: $14,667Expenses 2015: $15,491Net Income 2015: -$8242015Revenue 2016: $34,734Expenses 2016: $15,147Net Income 2016: $19,5872016Revenue 2017: $20,397Expenses 2017: $16,374Net Income 2017: $4,0232017Revenue 2018: $25,509Expenses 2018: $18,901Net Income 2018: $6,6082018Revenue 2019: $36,951Expenses 2019: $19,688Net Income 2019: $17,2632019Revenue 2020: $17,816Expenses 2020: $20,400Net Income 2020: -$2,5842020Revenue 2021: $23,600Expenses 2021: $21,865Net Income 2021: $1,7352021Revenue 2022: $14,817Expenses 2022: $21,818Net Income 2022: -$7,0012022Revenue 2023: $17,890Expenses 2023: $20,944Net Income 2023: -$3,0542023Revenue 2024: $12,401Expenses 2024: $19,441Net Income 2024: -$7,0402024

Highlighted filing

2016

Revenue$34,734
Expenses$15,147
Net Income$19,587
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 28, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,594-$1,594
Filing and Contact Details

Filer

Filer Name
Saint Agatha Academy
EIN
61-6131915
Phone
8599881316
Address
PO BOX 157, PARIS, KY 40362-0157

Signing Officer

Name
Kentucky Bank Trust Department
Title
Trustee
Phone
8599881316
Signed
2017-04-28

Preparer

Firm
Skw Cpas & Advisors Pllc
Address
183 WALTON AVE, LEXINGTON, KY 40508
Preparer
Jimmy E Webster CPA
Phone
8597211820
Raw XML Appendix287 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0825
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MUTUAL FUNDS- FIXED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt015000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt014553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0222131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0286812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS- EQUITY
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07532
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0710
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08242
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08242
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0825
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0710
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0797
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0797
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01594
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt012728
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt012728
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt026492
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07532
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07532
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt019587
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt037744
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0710
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07195
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt013525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015147
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08242
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt034734
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0797
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01047
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42002-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ALLERGAN PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BB&T CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2COLUMBIA ACORN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3COLUMBIA ACORN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VANGUARD WELLINGTON FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0710
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01348
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt019587
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0136
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0247993
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0228406
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0247857
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014226
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014226
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014226
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014370
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0144
IRS990PF/DistributableAmountGrp/TotalTaxAmt0144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0147
IRS990PF/FMVAssetsEOYAmt0312091
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0228406
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0247857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt014553
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0204781
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0222131
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0286812
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08625
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010726
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010726
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0228406
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0247857
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0312091
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0228406
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0247857
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0228406
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0247857
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0291780
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09675
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0282105
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04377
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014370
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0287403
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0291780
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0KENTUCKY BANK TRUST DEPARTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01594
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 157
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PARIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd040361
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt015913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt015985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt013371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt012199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt09914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt08797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.040619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.098694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0287403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0273686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0276871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0244070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0197163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0182381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt013525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.276846
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt013525
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt013525
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt013525
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 157
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PARIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0403620157
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KENTUCKY BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum08599881317
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012728
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0REQUIRED BY TRUST DOCUMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST AGATHA ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0244 S MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WINCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040391
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012728
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0797
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012728
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014226
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013525
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013429
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012728
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WHITE WOOD LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0121 FORSYTHIA CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WINCHESTER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd040391
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025992
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt04067
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt121925
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc015 SHARES OF ALLERGAN PLC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1650 SHARES OF BB&T CORP STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-05-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-05-10
IRS990ScheduleB/Organization4947a1TrtdPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0136
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ACCRUAL TO CASH ADJUSTMENTS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENTUCKY BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08599881316
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAINT AGATHA ACADEMY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT FUND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0616131915
ReturnHeader/Filer/PhoneNum08599881316
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 157
ReturnHeader/Filer/USAddress/CityNm0PARIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0403620157
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D222FC9E62A7D2120ECA42C97CCA8EC5662CEDB2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A5F0722B2E1EE60B7359FC3108F559BC9498E2AF
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473822133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKW CPAS & ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0183 WALTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040508
ReturnHeader/PreparerPersonGrp/PhoneNum08597211820
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIMMY E WEBSTER CPA
ReturnHeader/ReturnTs02017-05-02T09:32:58-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$247,857
Liabilities
$0
Net assets
$247,857
Revenue
$34,734
Expenses
$15,147
Net income
$19,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.12$0.19$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.18$0.21$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.15$0.22$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.24$0.22$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.18$0.20$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.37$0.20$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.26$0.19$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.20$0.16$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.35$0.15$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.15$0.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.14$0.14$0.00
2013Summary only. Only limited summary data is available for this year.$2.26$0.00$0.26$0.12$0.15
2012Summary only. Only limited summary data is available for this year.$2.13$0.00$0.48$0.10$0.38
2011Summary only. Only limited summary data is available for this year.$1.76$0.00$0.04$0.22$0.19