TY 2 FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TY 2 FOUNDATION INC (EIN 45-2996149)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202411299349101726
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T07:08:44-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453754478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julie Newton CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2014 Autumn Ridge Way | AddressLine1Txt |
| City | Spring Hill | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37174 | 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 | 452996149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ty 2 Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TY2F | BusinessNameControlTxt |
| Phone | 6153339369 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5640 Pinewood Road | AddressLine1Txt |
| City | Franklin | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Osman | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Nancy | PersonFirstNm |
| Person Last | Osman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Julie Newton | PreparerPersonNm |
| PTIN | P01342995 | PTIN |
| Phone | 6159699105 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $6,960,034 | 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 | $706,565 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,303 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,303 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $34,303 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $191,776 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $191,776 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $191,776 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $284,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,308,965 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $284,452 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $24,156 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,217,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $510,531 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $250,235 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $761 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $125 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,438 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $40,369 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,368 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $51,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,931 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $287,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $287,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $338,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,931 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $287,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $878,227 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $459,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $250,235 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,798,859 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $1,010,204 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,010,204 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $277,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $290,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $573,023 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,677,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,362,738 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,376,807 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,753,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,662,957 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,960,034 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,753,991 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,662,957 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,753,991 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,662,957 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,753,991 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,662,957 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,753,991 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $878,227 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,739 | OtherIncreasesAmt |
| Subtotal | $6,662,957 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,662,957 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Arlington - short term sales | P | 2023-12-31 | 2023-12-31 | $704,470 | $680,314 | $24,156 | $24,156 |
| Arlington - long term sales | P | 2020-01-01 | 2023-12-31 | $1,558,976 | $1,341,221 | $217,755 | $217,755 |
| Arlington - long term sales | P | 2020-01-01 | 2023-12-31 | $45,519 | $2,978 | $42,541 | $42,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $284,452 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $24,156 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,388 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,388 | SubtotalAmt |
| Tax Based On Investment Income | $6,388 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $2,803 | OverpaymentAmt |
| Applied To ES Tax | $2,803 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.ty2foundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nancy Osman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6153339369 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5640 Pinewood Road | AddressLine1Txt |
| City | Franklin | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Nancy Osman | ||||||
| 5640 Pinewood Road | Franklin | TN | 37064 | President | 10.00 | $0 |
| Kendall Osman | ||||||
| 5640 PInewood Road | Franklin | TN | 37064 | Vice President | 0.00 | $0 |
| Brennan McNeil | ||||||
| 5640 Pinewood Road | Franklin | TN | 37064 | Secretary | 0.00 | $0 |
| Adair McNeil | ||||||
| 5640 Pinewood Road | Franklin | TN | 37064 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Both Hands FoundationP.O. Box 2713Brentwood, TN 37027 | Description1Txt |
| Expenses1 | $50,000 | Expenses1Amt |
| Description2 | Jovenes En CaminoP.O. Box 2883Brentwood, TN 37027 | Description2Txt |
| Expenses2 | $95,000 | Expenses2Amt |
| Description3 | Mission LazarusP.O. Box 150524Nashville, TN 37215 | Description3Txt |
| Expenses3 | $15,000 | Expenses3Amt |
| Description4 | Nations Ministry CenterP.O. Box 128154Nashville, TN 37212 | Description4Txt |
| Expenses4 | $22,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,858,622 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,658,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,516,902 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,516,902 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,754 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,419,148 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $320,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $320,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,388 | TotalTaxAmt |
| Distributable Before Adj | $314,569 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $314,569 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $314,569 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $287,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $287,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $314,569 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $263,758 | UndistributedIncomePYAmt |
| Qualifying Distributions | $287,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $263,758 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,242 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $291,327 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Nancy Osman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Both Hands Foundation | ||||||
| PO Box 2713 | Brentwood | TN | 37027 | NC | Charitable | $50,000 |
| Jovenes En Camino | ||||||
| PO Box 2883 | Brentwood | TN | 37027 | NC | Charitable | $95,000 |
| Barefoot Republic | ||||||
| 8824 Brownsford Road | Fountain Run | KY | 42133 | NC | Charitable | $15,000 |
| JH Ranch | ||||||
| 402 Office Park Dr Ste 310 | Birmingham | AL | 35223 | NC | Charitable | $10,000 |
| Hard Bargain | ||||||
| PO Box 545 | Franklin | TN | 37065 | NC | Charitable | $5,000 |
| Healing Hands International | ||||||
| 455 McNally Dr | Nashville | TN | 37211 | NC | Charitable | $10,000 |
| Nations Ministry Center | ||||||
| PO Box 128154 | Nashville | TN | 37212 | NC | Charitable | $22,000 |
| Mission Lazarus | ||||||
| PO Box 150524 | Nashville | TN | 37215 | NC | Charitable | $15,000 |
| Men of Valor | ||||||
| 504 Valor Way | Antioch | TN | 37013 | NC | Charitable | $10,000 |
| Lambscroft Ministries | ||||||
| 1827 12th Ave S Ste A | Nashville | TN | 37203 | NC | Charitable | $5,000 |
| Health Talents International | ||||||
| 1991 Lavergne Court | Nashville | TN | 37210 | NC | Charitable | $10,000 |
| Coaching Life Matters | ||||||
| 7100 Executive Center Dr | Brentwood | TN | 37027 | NC | Charitable | $5,000 |
| Faith Family Medical Center | ||||||
| 326 21st Ave N | Nashville | TN | 37203 | NC | Charitable | $10,000 |
| Agape Nashville | ||||||
| 4555 Trousdale Drive | Nashville | TN | 37204 | NC | Charitable | $5,000 |
| Franktown Open Hearts Ministry | ||||||
| 412 Cummins Street | Franklin | TN | 37064 | NC | Charitable | $10,000 |
| Brighstone | ||||||
| PO Box 682966 | Franklin | TN | 37068 | NC | Charitable | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $287,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $34,303 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $191,776 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $284,452 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $510,531 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $510,531 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Nancy Osman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5640 Pinewood Road | AddressLine1Txt |
| City | Franklin | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $694,001 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Various stocks | NoncashPropertyDesc |
| Fair Market Value | $394,001 | FairMarketValueAmt |
| Received | 2023-03-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $761 | Amt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Charges | $1 | |
| Foreign Taxes | $3,282 | $3,282 |
| Investment Fees | $37,086 | $37,086 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Osman | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5640 Pinewood Road | AddressLine1Txt |
| City | Franklin | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37064 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal taxes | $10,438 | $10,438 |
| Taxes/Licenses | $301 |
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