2024-05-14T11:01:26-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 155 NORTH WACKER DRIVE CHICAGO IL 60606 990 2023-01-01 616039934 DUNCAN TAVERN TRUST TAVE 5026252282 PO BOX 34290 LOUISVILLE KY 402324290 CYNTHIA WALTERS TRUSTEE 5026252282 2024-05-07 true false DONNA S GIKAS P01451693 3128792000 2024-05-07 2023 2023-04-26 12:10:37Z STOCK YARDS BANK & TRUST P O BOX 34290 LOUISVILLE KY 402324290 201659 false X N/A X 1966 KY THIS IS A PERMANENT TRUST TO RECEIVE, HANDLE, AND INVEST FUNDS CONTRIBUTED TO, OR FOR, THE BENEFIT OF DUNCAN TAVERN HISTORIC CENTER, A NATIONAL HISTORICAL SITE. THE TRUST DOCUMENT STIPULATES HOW MUCH INCOME IS TO BE HISTORICAL SITE. THE TRUST DOCUMENT STIPULATES HOW MUCH INCOME IS TO BE DISTRIBUTED. 1 0 0 0 0 7162 4432 0 15749 11010 0 22911 15442 10786 20598 0 782 1340 0 0 121 1003 11689 22941 11222 -7499 580962 573339 0 0 580962 573339 X THIS IS A PERMANENT TRUST TO RECEIVE, HANDLE, AND INVEST FUNDS CONTRIBUTED TO, OR FOR, THE BENEFIT OF DUNCAN TAVERN HISTORIC CENTER, A NATIONAL HISTORICAL SITE. THE TRUST DOCUMENT STIPULATES HOW MUCH INCOME IS TO BE HISTORICAL SITE. THE TRUST DOCUMENT STIPULATES HOW MUCH INCOME IS TO BE DISTRIBUTED. false false 20598 20598 THE TRUST WAS ABLE TO PROVIDE OVER $20,000 FOR THE BENEFIT OF DUNCAN TAVERN HISTORIC CENTER, LOCATED ON HIGH STREET IN PARIS, KY. DUNCAN TAVERN IS A NATIONAL HISTORIC SITE. THE BOARD OF DIRECTORS OF DUNCAN TAVERN DETERMINES HOW THE FUNDS WILL BE USED. 20598 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 true 0 false false false false false false false false false false false false false X 1 0 false false false false false false false false false false false false false false false false false false KY X STOCK YARDS BANK & TRUST 5026252282 P O BOX 34290 LOUISVILLE KY 402324290 STOCK YARDS BANK & TRUST TRUSTEE 1.0 X 1340 0 0 1340 0 0 false false false 4432 4432 18579 18579 178648 186217 -7569 -7569 -7569 15442 11010 20598 20598 1340 1340 900 900 Foreign Taxes 20 20 Foreign Taxes on Qualified Dividend 75 75 Foreign Taxes on Non Qualified Divi 8 8 22941 20598 2343 0 23912 23868 4407 557094 545020 580962 573339 0 0 X 580962 573339 580962 573339 580962 573339 X -7499 -124 X false false false X X 1 DUNCAN TAVERN HISTORIC CENTER 616033522 7 true 20598 0 1 20598 0 true false false false false false false false false false false false false false false true false false X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION D, LINE 2 EXPLANATION OF WORKING RELATIONSH THE TRUSTEE IS IN CONTINUOUS COMMUNICATION WITH THE BOARD AND PROVIDES QUARTERLY ACTIVITY REPORTS. PART V, LINE 1 INTEGRAL PART TEST THIS TRUST MEETS THE REQUIREMENTS OF REGULATION 1.509(A)-4(I)(9). THE UNEXPIRED INTEREST IN THE TRUST (DUNCAN TAVERN HISTORIC CENTER) IS AN ORGANIZATION DESCRIBED IN SECTION 170(C)(1) OR (C)(2)(B). THE TRUST WAS ESTABLISHED BEFORE NOVEMBER 20,1970. THE TRUST DOCUMENT REQUIRES THAT ALL CURRENT INCOME BE DISTRIBUTED TO DUNCAN TAVERN, AND THE TRUSTEE (STOCK YARDS BANK) DOES NOT HAVE DISCRETION TO PART V, LINE 1 INTEGRAL PART TEST THE NAMED BENEFICIARY OR TO CHANGE REQUIRED INCOME DISTRIBUTION. THE TRUSTEE FURNISHES THE SUPPORTED ORGANIZATION A LEDGER WHICH LISTS ALL OF THE INCOME AND EXPENSE TRANSACTIONS FOR THE YEAR. THE TRUSTEE ALSO FURNISHES A LIST OF ALL ASSETS HELD, DETAILING THE COST AND FAIR MARKET VALUE OF THOSE ASSETS, AT DECEMBER 31. IN ADDITION, THE TRUSTEE PROVIDES THE SUPPORTED ORGANIZATION A COPY OF FORM 990. true DUNCAN TAVERN HISTORIC CENTER 323 HIGH ST PARIS KY 40361 616033522 20598 FMV THE BOARD OF DIRECTORS OF DUNCAN TAVERN DETERMINES HOW THE FUNDS WILL BE USED. 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 The Duncan Tavern Trust is a trust fund that disburses funds only to qualifying charitable organizations as directed by the trust governing instrument to be used only in accordance with the governing instrument. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a DOCUMENTATION BY GOVERNING BODY EXPLANATION THIS ENTITY IS A TRUST. THERE IS NO GOVERNING BODY OR BOARD OF DIRECTORS. THE CORPORATE TRUSTEE (BANK) MANAGES THE TRUST IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET OUT IN THE TRUST DOCUMENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b DOCUMENTATION BY COMMITTEE EXPLANATION THIS ENTITY IS A TRUST. THERE IS NO GOVERNING BODY OR BOARD OF DIRECTORS. THE TRUST IS MANAGED BY THE CORPORATE TRUSTEE IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET OUT IN THE TRUST DOCUMENT. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW ORGANIZATION'S PROCESS TO REVIEW FORM 990 THIS ENTITY IS A TRUST. THERE IS NO GOVERNING BODY. STOCK YARDS BANK TRUST DEPARTMENT IS THE TRUSTEE OF THE TRUST. A BANK TRUST OFFICER REVIEWS THE FORM 990 BEFORE SIGNING AND SUBMITTING TO THE TAXING AUTHORITIES. FORM 990, PAGE 6, PART VI, LINE 18 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION INFORMATION IS AVAILABLE UPON WRITTEN REQUEST TO THE TRUSTEE. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION INFORMATION IS AVAILABLE UPON WRITTEN REQUEST TO THE TRUSTEE. EXPLANATION FOR FORM 990, PART XI, LINE 9 2022 Transaction Posted in 2023 $266.00; 2023 Transaction Posted in 2024 $(317.06); Return of Capital Adjustment $(58.59); Accrued Interest Paid $(91); PY Accrued Interest Paid $64.57; Adjustment to Income $(2.98); Rounding $15 DUNCAN TAVERN HISTORIC CENTER 323 HIGH ST Paris KY 40361 616033522 Museum KY 501(C)(3) 12 N/A false false true false false false false false false false false false false false false false false false false false DUNCAN TAVERN HISTORIC CENTER b 20598 FMV