Carl Family Foundation Inc in Lexington, Kentucky (KY)

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Carl Family Foundation Inc
Employer Identification Number (EIN)454471675
Name of OrganizationCarl Family Foundation Inc
AddressPO BOX 910608, Lexington, KY 40591-0608
SubsectionCharitable Organization
Ruling Date06/2012
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$500,000 to $999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$905,463
Amount of Income$1,560,335
Form 990 Revenue Amount$983,039
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2012: $1,560,335
Carl Family Foundation Inc: 

 $1,560,335
Other organizations performing similar types of work: 

 $105,489

Assets in 2012: $905,463
This organization: 

 $905,463
Other organizations performing similar types of work: 

 $325,460

Expenses in 2012: $77,576
Carl Family Foundation Inc: 

 $77,576
Other organizations performing similar types of work: 

 $49,058

Income to expenses ratio in 2012: 20.1
Carl Family Foundation Inc: 

 20.1
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2012: 96.0%
This organization: 

 96.0%
Other organizations performing similar types of work: 

 22.8%

Financial snapshot for 2012 ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$983,039$25,237$0
Contributions, gifts, grants, etc., received$943,817
Interest on savings and temporary cash investments$0
Dividends and interest from securities$13,430
Gross rents$0
Gross profit from sales of goods$0
Other income$4,250
Other$21,542
Total expenses and disbursements$77,576$2,576$0$75,181
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$2,576$2,576$181
Contributions, gifts, grants paid$75,000
Excess of revenue over expenses and disbursements$905,463
Net investment income$22,661
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$905,463$904,709
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$435,340
Investments-corporate stock$461,768
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$8,355
Total liabilities$0
Total liabilities and net assets/fund balances$905,463
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$21,542
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$453
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$453
Overpayment$0
Amount to be credited to 2013 estimated tax$0
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$0
Net value of noncharitable-use assets$0
Minimum investment return$0
Distributable Amount (for 2012)
Distributable amount$0
Undistributed Income (for 2012)
Distributable amount for 2012$0
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Frances Masser Md Charitable Tr, T Craig Wilson Ttee909 Lily Creek Road 101, Louisville, KY 40243-2808KY2011-02$14,061,964
2The Kentucky Fund For Healthy Living Inc811 Corporate Dr Ste 103, Lexington, KY 40503-5408KY2003-07$13,359,549
3Wo And Lois Newell Charitable Trust107 S Main St, Somerset, KY 42501-2005KY2010-02$12,857,270
4Augusta Brown Holland Philanthropic Foundation Inc333 E Main St Ste 401, Louisville, KY 40202-1297KY2013-05$7,447,065
5Sam Swope Family Foundation Inc10 Swope Autocenter Dr, Louisville, KY 40299-1862KY2003-12$5,795,218
6Robert E Frazier Tri-City Area Char Fdtn Under Art 5 R Frazier Rev Tr, Vernon J Cole Ttee506 W Main St, Cumberland, KY 40823-1460KY2011-10$3,883,836
7Margaret Thomas Redmon Charitable Trust Inc1802 Round Ridge Rd, Louisville, KY 40207-1608KY2012-05$2,988,378
8Elsa M Heisel Sule Charitable Trust250 Grandview Dr, Ft Mitchell, KY 41017-5667KY2011-09$2,339,430
9Carl Family Foundation IncPO BOX 910608, Lexington, KY 40591-0608KY2012-06$1,560,335
10Ann B Gipson Charitable Foundation Inc1914 Stanley Gault Pkwy, Louisville, KY 40223-4158KY2012-08$1,355,959
11Trager Family Foundation Inc601 W Market Street, Louisville, KY 40202-2745KY1999-03$1,126,326
12T W Barker Family Foundation IncPO BOX 2146, Pikeville, KY 41502-2146KY2008-06$828,663
13The@harold & Juanita R Koon Family Charitable FoundationPO BOX 32760, Louisville, KY 40232-2760KY1999-02$799,845
14Clyde N Day Trust510 Washington Ave, Newport, KY 41071-1939KY2015-04$793,459
15Paul W And Rose Suchovsky Charitable Tr Dated 3-7-2012PO BOX 32760, Louisville, KY 40232-2760KY2014-08$784,813
16Kenneth H And Sarah M Renau Foundation Inc6450 Dutchmans Pkwy, Louisville, KY 40205-3338KY2008-09$773,184
17William B Yarmuth Family Foundationinc4102 Oxnard Creek Dr, Louisville, KY 40241-6434KY2007-09$654,845
18William And Mildred Jean Kurz Charitable Tr, Kenneth S Hays Sr Ttee7904 Bent Pine Ct, Prospect, KY 40059-9281KY2012-12$585,799
19George W Andrews Charitable Foundation Inc2025 Wimbledon Ln, Union, KY 41091-9542KY2010-05$511,164
20Taylor Family Foundation Inc12011 Hunting Crest Dr, Prospect, KY 40059-9176KY2005-08$342,417
Number of organizations performing similar types of work
Alaska25
Alabama219
Arkansas78
Arizona303
California2,586
Colorado408
Connecticut419
District of Columbia111
Delaware583
Florida1,525
Georgia481
Hawaii85
Iowa178
Idaho58
Illinois1,113
Indiana311
Kansas157
Kentucky167
Louisiana161
Massachusetts705
Maryland425
Maine85
Michigan619
Minnesota384
Missouri346
Mississippi70
Montana69
North Carolina788
North Dakota20
Nebraska169
New Hampshire75
New Jersey876
New Mexico92
Nevada215
New York2,617
Ohio698
Oklahoma228
Oregon208
Pennsylvania1,086
Rhode Island184
South Carolina171
South Dakota32
Tennessee266
Texas1,263
Utah274
Virginia477
Vermont54
Washington401
Wisconsin354
West Virginia69
Wyoming63
International44
Total22,395

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