Civic Intelligence

Leslie Combs II Trust No 2

990 • Fiscal year 2023 • EIN 61-6152143

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

Organization ProfileN/A
300 West Vine Street 5th FloorLexington, KY 40507

(859) 253-6247

Siviq Scores

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

Liabilities / Assets

58th percentile

0.05x

Higher debt load relative to assets than 58% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.85x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

21st percentile

-22%

Higher net margin than 21% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$10,366

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

35th percentile

-1.4%

Faster asset growth than 35% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

31%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$1,415,363

Down $19,819 (-1.4%) from 2022

Net Assets

Down

$1,341,185

Down $10,254 (-0.8%) from 2022

Liabilities

Down

$74,178

Down $9,565 (-11%) from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin21st percentile

Revenue

Up

$86,885

Up $20,490 (+31%) from 2022

Expenses

Up

$106,266

Up $10,825 (+11%) from 2022

Net Income

Up

-$19,381

Up $9,665 (+33%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,533,498Liabilities 2010: $15,244Net Assets 2010: $1,518,2542010Assets 2018: $1,543,934Liabilities 2018: $69,519Net Assets 2018: $1,474,4152018Assets 2019: $1,516,119Liabilities 2019: $69,446Net Assets 2019: $1,446,6732019Assets 2020: $1,482,542Liabilities 2020: $71,554Net Assets 2020: $1,410,9882020Assets 2021: $1,463,567Liabilities 2021: $71,768Net Assets 2021: $1,391,7992021Assets 2022: $1,435,182Liabilities 2022: $83,743Net Assets 2022: $1,351,4392022Assets 2023: $1,415,363Liabilities 2023: $74,178Net Assets 2023: $1,341,1852023Assets 2024: $1,698,953Liabilities 2024: $71,751Net Assets 2024: $1,627,2022024

Highlighted filing

2023

Assets$1,415,363
Liabilities$74,178
Net Assets$1,341,185
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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

$400K$200K$0-$200KExpenses 2010: $33,4712010Revenue 2018: $71,276Expenses 2018: $87,927Net Income 2018: -$16,6512018Revenue 2019: $63,972Expenses 2019: $92,956Net Income 2019: -$28,9842019Revenue 2020: $57,767Expenses 2020: $92,690Net Income 2020: -$34,9232020Revenue 2021: $81,279Expenses 2021: $98,013Net Income 2021: -$16,7342021Revenue 2022: $66,395Expenses 2022: $95,441Net Income 2022: -$29,0462022Revenue 2023: $86,885Expenses 2023: $106,266Net Income 2023: -$19,3812023Revenue 2024: $375,720Expenses 2024: $99,672Net Income 2024: $276,0482024

Highlighted filing

2023

Revenue$86,885
Expenses$106,266
Net Income-$19,381
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Gross Receipts
$114,540
Mission and Program Overview

Mission

To provide funds for medical research and service

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,390,291$1,361,838▼ $28,453
Cap Stk Tr Prin Current Funds$1,351,439$1,341,185▼ $10,254
Savings and Temporary Cash Investments$44,891$53,526▲ $8,635
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cash and Non-Interest-Bearing Accounts-$-1-
Total Assets$1,435,182$1,415,363▼ $19,819
Liabilities
Grants Payable$83,743$74,178▼ $9,565
Total Liabilities$83,743$74,178▼ $9,565
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,351,439$1,341,185▼ $10,254
Total Liabilities and Net Assets / Fund Balance$1,435,182$1,415,363▼ $19,819

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,361,838--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,351,439-▲ $86,886-$1,332,059
2022$1,391,799-▲ $55,080-$1,351,439
2021$1,410,988-▲ $78,825-$1,391,799
2020$1,446,673-▲ $57,005-$1,410,988
2019$1,474,415-▲ $63,972-$1,446,673
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleOtherTotal
-Trustee$10,366$10,366
P Keith NallyTrustee$10,366$10,366
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$86,885
Other Revenue
$0
Change in Net Assets
$-19,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$83,743
Other Expenses$22,523
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$83,743--$83,743
Fees for Services Management-$20,732-$20,732
Fees for Services Accounting-$1,445-$1,445
Other Expenses-$346-$346
Total Functional Expenses$83,743$22,523$0$106,266
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Markey Cancer FoundationLexington, KY501(c)(3)To Provide Funds for Medical Research and Services$83,743
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 B, Line 11B

“A copy of the return is provided to the trustees along with the filing copy. These are reviewed by the trustees before filing.”

Form 990, Part VI, Section C, Line 18

“Documents are available upon request to trustee: central bank & trust company, 300 west vine street, lexington, ky 40507”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request to trustee: central bank & trust company, 300 west vine street, lexington, ky 40507”

Filing and Contact Details

Filer

Filer Name
LESLIE COMBS II TRUST #2
EIN
61-6152143
Phone
8592536247
Address
300 WEST VINE STREET 5TH FLOOR, LEXINGTON, KY 40507

Signing Officer

Name
Central Bank Trust Company
Title
Trustee
Phone
8592536247
Signed
2024-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Central Bank Trust Comp
Formed
1986
Legal Domicile
Ky
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Blue & Co LLC
Address
250 WEST MAIN STREET SUITE 2900, LEXINGTON, KY 40507
Preparer
John Copeland
Phone
8592531100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Nondividend distributions 362. Basis adjustment of investment 8,765.”

Raw XML AppendixShowing 400 of 423 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 FUNDS FOR MEDICAL RESEARCH AND SERVICE
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CENTRAL BANK & TRUST CO
IRS990/BooksInCareOfDetail/PhoneNum08592536247
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 WEST VINE ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040507
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01351439
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01341185
IRS990/CashNonInterestBearingGrp/EOYAmt0-1
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/CYGrantsAndSimilarPaidAmt083743
IRS990/CYInvestmentIncomeAmt086885
IRS990/CYOtherExpensesAmt022523
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-19381
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0106266
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt086885
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE FUNDS TO THE MARKEY CANCER FOUNDATION FOR MEDICAL RESEARCH AND SERVICE
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt083743
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01445
IRS990/FeesForServicesAccountingGrp/TotalAmt01445
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt020732
IRS990/FeesForServicesManagementGrp/TotalAmt020732
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.80
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0CENTRAL BANK & TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt010366
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110366
IRS990/Form990PartVIISectionAGrp/PersonNm0P KEITH NALLY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt022345
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt083743
IRS990/GrantsPayableGrp/BOYAmt083743
IRS990/GrantsPayableGrp/EOYAmt074178
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt083743
IRS990/GrantsToDomesticOrgsGrp/TotalAmt083743
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt050000
IRS990/GrossReceiptsAmt0114540
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt064540
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt064540
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01390291
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01361838
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt027655
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FUNDS FOR MEDICAL RESEARCH AND SERVICE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01351439
IRS990/NetAssetsOrFundBalancesEOYAmt01341185
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt022345
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022345
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind01
IRS990/OtherChangesInNetAssetsAmt09127
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0346
IRS990/OtherExpensesGrp/TotalAmt0346
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CENTRAL BANK TRUST COMP
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt071768
IRS990/PYInvestmentIncomeAmt066395
IRS990/PYOtherExpensesAmt023673
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-29046
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt095441
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt066395
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-19381
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt044891
IRS990/SavingsAndTempCashInvstGrp/EOYAmt053526
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt064540
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt060061
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt022523
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt023673
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt064540
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt060061
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt042017
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt036388
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt036388
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt074178
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt074178
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt030930
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt074178
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt033386
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt074178
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt040792
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt083743
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt050357
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt040792
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt050357
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt050357
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt040792
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt083743
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt074178
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt083743
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt083743
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/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION THROUGHOUT THE YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02081236
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02151651
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt049365
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt035513
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02031871
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02116138
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt031219
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt032275
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02050017
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02119376
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt071751
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt074178
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02081236
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02151651
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt071751
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt074178
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310944925
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd04
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt083743
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARKEY CANCER FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt083743
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt022523
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01351439
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01332059
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt083743
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt086886
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt023673
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01391799
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01351439
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt071768
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055080
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt026460
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01410988
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01391799
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt071554
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt078825
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt023244
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01446673
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01410988
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt069446
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057005
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt023437
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01474415
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01446673
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt069519
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063972
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01361838
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01361838
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt083743
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FUNDS FOR MEDICAL RESEARCH AND SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARKEY CANCER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0310944925
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0800 ROSE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LEXINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040536
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE RETURN IS PROVIDED TO THE TRUSTEES ALONG WITH THE FILING COPY. THESE ARE REVIEWED BY THE TRUSTEES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST TO TRUSTEE: CENTRAL BANK & TRUST COMPANY, 300 WEST VINE STREET, LEXINGTON, KY 40507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST TO TRUSTEE: CENTRAL BANK & TRUST COMPANY, 300 WEST VINE STREET, LEXINGTON, KY 40507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NONDIVIDEND DISTRIBUTIONS 362. BASIS ADJUSTMENT OF INVESTMENT 8,765.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01435182
IRS990/TotalAssetsEOYAmt01415363
IRS990/TotalAssetsGrp/BOYAmt01435182
IRS990/TotalAssetsGrp/EOYAmt01415363
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022523
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt083743
IRS990/TotalFunctionalExpensesGrp/TotalAmt0106266
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt083743
IRS990/TotalLiabilitiesEOYAmt074178
IRS990/TotalLiabilitiesGrp/BOYAmt083743
IRS990/TotalLiabilitiesGrp/EOYAmt074178
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01351439
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01341185
IRS990/TotalOtherCompensationAmt020732
IRS990/TotalProgramServiceExpensesAmt083743
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt086885
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt086885
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01435182
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01415363
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 WEST VINE STREET 5TH FLOOR
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040507
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CENTRAL BANK TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08592536247
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LESLIE COMBS II TRUST #2
ReturnHeader/Filer/BusinessNameControlTxt0LESL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,415,363
Liabilities
$74,178
Net assets
$1,341,185
Revenue
$86,885
Expenses
$106,266
Net income
-$19,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.07$1.63$0.38$0.10$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.07$1.34$0.09$0.11$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.08$1.35$0.07$0.10$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.07$1.39$0.08$0.10$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.07$1.41$0.06$0.09$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.07$1.45$0.06$0.09$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.07$1.47$0.07$0.09$0.02
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.02$1.52$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 4947(a)1 • $1M-$5M nonprofits