WILLIAMS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS FAMILY FOUNDATION (EIN 46-1424804)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-06
- IRS object ID
- 202430979349100803
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-06T14:22:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 COMMERCE STREET SUITE 1250 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372192446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461424804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA GRACE COMMUNITY GARDENS FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6152632910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 659 THOMPSON LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA WILLIAMS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6152632910 | PhoneNum |
| Signature | 2024-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANA | PersonFirstNm |
| Person Last | WILLIAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN JONES | PreparerPersonNm |
| PTIN | P00368224 | PTIN |
| Phone | 6152454000 | PhoneNum |
| Preparation | 2024-04-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $529,338 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $41,432 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,656 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,656 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,656 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $466,061 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,656 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,656 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,062 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,031 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,031 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,381 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,381 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $10 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $708 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $55 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,173 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,479 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,096 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,479 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,096 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,177 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,560 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,632 | CashBOYAmt |
| Cash EOY | $24,922 | CashEOYAmt |
| Cash EOYFMV | $24,922 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,281 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $415,729 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $496,135 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $496,135 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $444,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $529,338 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $529,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $444,010 | RetainedEarningBOYAmt |
| Retained Earning EOY | $529,338 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $444,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $529,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $444,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $529,338 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $444,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,995 | ExcessRevenueOverExpensesAmt |
| Other Increases | $82,333 | OtherIncreasesAmt |
| Subtotal | $529,338 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $529,338 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SHORT TERM | 2023-06-12 | 2023-09-25 | $27,992 | $28,895 | -$903 | -$903 | |
| LONG TERM SALE | 2022-01-01 | 2023-06-12 | $437,006 | $454,136 | -$17,130 | -$17,130 | |
| CAPITAL GAINS DIVIDENDS | $1,063 | $1,063 | $1,063 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,970 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$903 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $72 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BETSY MCNAIR | IndividualWithBooksNm |
| Phone | 6152632916 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 659 THOMPSON LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BILL WILLIAMS | ||||||||
| 659 THOMPSON LANE | NASHVILLE | TN | 37204 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| DANA WILLIAMS | ||||||||
| 659 THOMPSON LANE | NASHVILLE | TN | 37204 | TREASURER & SECRETARY | 10.00 | $0 | $0 | $0 |
| SHAY WILLIAMS | ||||||||
| 659 THOMPSON LANE | NASHVILLE | TN | 37204 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BRENTWOOD ACADEMY MULTIPLE BENEFICIARIES AND/OR PROGRAMS SERVED THROUGH THIS ORGANIZATION | Description1Txt |
| Expenses1 | $2,500 | Expenses1Amt |
| Description2 | NASHVILLE RESCURE MISSION MULTIPLE BENEFICIARIES AND/OR PROGRAMS SERVED THROUGH THIS ORGANIZATION | Description2Txt |
| Expenses2 | $2,000 | Expenses2Amt |
| Description3 | MONTGOMERY BELL ACADEMY OF THE UNIVERSITY OF NASHVILLE MULTIPLE BENEFICIARIES AND/OR PROGRAMS SERVED THROUGH THIS ORGANIZATION | Description3Txt |
| Expenses3 | $2,000 | Expenses3Amt |
| Description4 | NEW BEGGININGS MULTIPLE BENEFICIARIES AND/OR PROGRAMS SERVED THROUGH THIS ORGANIZATION | Description4Txt |
| Expenses4 | $3,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $455,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $471,303 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $471,303 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $464,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72 | TotalTaxAmt |
| Distributable Before Adj | $23,140 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,140 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,140 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,140 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,094 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,094 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,140 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,810 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,904 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,904 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,094 | ExcessFromYear1Amt |
| Excess From Current Year | $1,810 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG SKY COMMUNITY HOUSING | ||||||
| PO BOX 160164 | BIG SKY | MT | 59716 | PC | CHARITABLE SUPPORT | $1,000 |
| BRENTWOOD ACADEMY INC | ||||||
| 219 GRANNY WHITE PIKE | BRENTWOOD | TN | 37027 | PC | CHARITABLE SUPPORT | $2,500 |
| CUMBERLAND HEIGHTS FOUNDATION INC | ||||||
| PO BOX 90727 | NASHVILLE | TN | 37209 | PC | CHARITABLE SUPPORT | $1,000 |
| ENVIORNMENTAL DEFENSE FUND | ||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PC | CHARITABLE SUPPORT | $1,000 |
| FIRST ART MUSEUM | ||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | PC | CHARITABLE SUPPORT | $1,000 |
| FLINT GLOBAL | ||||||
| 144 N CEDAR AVE STE P | COOKVILLE | TN | 38501 | PC | CHARITABLE SUPPORT | $1,000 |
| METRO NASHVILLE PARKS FOUNDATION | ||||||
| 511 OMAN STREET | NASHVILLE | TN | 37220 | PC | CHARITABLE SUPPORT FOR COLEMAN REC CENTER | $1,000 |
| MONTGOMERY BELL ACADEMY OF THE UNIVERSTY OF NASHVILLE | ||||||
| 4001 HARDING ROAD | NASHVILLE | TN | 37205 | PC | CHARITABLE SUPPORT | $2,000 |
| MOONLIGHT FOUNDATION | ||||||
| 1400 VALE TERRACE DR | VISTA | CA | 92084 | PC | CHARITABLE SUPPORT | $500 |
| MOSTLY MUTTS ANIMAL RESCUE AND ADOPTION | ||||||
| 3238 CHEROKEE ST NW | KENNESAW | GA | 30144 | PC | CHARITABLE SUPPORT | $250 |
| NASHVILLE RESUCE MISSION | ||||||
| PO BOX 24661 | NASHVILLE | TN | 372024661 | PC | CHARITABLE SUPPORT | $2,000 |
| NEW BEGINNINGS | ||||||
| 509 CRAIGHEAD STREET 100 | NASHVILLE | TN | 37204 | PC | CHARITABLE SUPPORT | $3,000 |
| PATRIOT FOUNDATION | ||||||
| PO BOX 5069 | PINEHURST | NC | 28374 | PC | CHARITABLE SUPPORT | $1,000 |
| FRIENDS OF RANDOR LAKE STATE PARK | ||||||
| 1160 OTTER CREEK ROAD | NASHVILLE | TN | 372201700 | PC | CHARITABLE SUPPORT | $750 |
| ROOM AT THE INN | ||||||
| PO BOX 25309 | NASHVILLE | TN | 372024661 | PC | CHARITABLE SUPPORT | $500 |
| STAR FOUNDATION | ||||||
| PO BOX 279 | ORINDA | CA | 94563 | PC | CHARITABLE SUPPORT | $250 |
| THE JUNIOR LEAGUE OF NASHVILLE INC | ||||||
| 2202 CRESTMOOR RD | NASHVILLE | TN | 37215 | PC | CHARITABLE SUPPORT | $1,000 |
| BLUE MONARCH | ||||||
| PO BOX 1207 | MONTEGALE | TN | 37356 | PC | CHARITABLE SUPPORT | $1,000 |
| DAVIDSON COUNTY NASHVILLE MASTERS GARDENS | ||||||
| PO BOX 41055 | NASHVILLE | TN | 37204 | PC | CHARITABLE SUPPORT | $1,200 |
| DAYSTAR COUNSELING MINISTRIES | ||||||
| 2801 AZALEA PLACE | NASHVILLE | TN | 37204 | PC | CHARITABLE SUPPORT | $1,000 |
| LUCKY FARMS ANIMAL RESCURE | ||||||
| 95 OLD HIGHWAY 31E | BETHPAGE | TN | 37022 | PC | CHARITABLE SUPPORT | $250 |
| PROJECT CURE | ||||||
| 10377 E GEDDES AVE | CENTENNIAL | CO | 80112 | PC | CHARITABLE SUPPORT | $1,250 |
| ALZHEIMERS ASSOCIATIONS | ||||||
| 1801 WEST END AVE 200 | NASHVILLE | TN | 37203 | PC | CHARITABLE SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,656 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$16,970 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$8,314 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$8,314 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,062 | Amt |
| Net Investment Income | $1,031 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,031 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $186,055 | $186,055 |
| EXCHANGE-TRADED PRODUCTS | FMV | $310,080 | $310,080 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $110 | $55 | $55 | $0 |
| VOLUNTEER EXPENSES | $598 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) IN INVESTMETNS | Desc |
| Amt | $82,333 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,381 | Amt |
| Net Investment Income | $2,381 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES | $2 | $2 | $0 | $0 |
| ANNUAL FEE | $20 | $10 | $10 | $0 |
Comments