TWEED FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TWEED FAMILY FOUNDATION INC (EIN 83-0976486)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202421349349101647
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T10:52:08-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620647474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLACKBURN CHILDERS & STEAGALL PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1801B SUNSET DRIVEAddressLine1Txt
CityJOHNSON CITYCityNm
State AbbreviationTNStateAbbreviationCd
ZIP376043033ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830976486EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TWEED FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTWEEBusinessNameControlTxt
Phone4237851251PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2285AddressLine1Txt
CityGREENEVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37744ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN TWEEDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4237851251PhoneNum
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastTWEEDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH PRESNELLPreparerPersonNm
PTINP01269151PTIN
Phone4232824511PhoneNum
Preparation2024-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,836,532FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$490,715ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$221,324DividendsRevAndExpnssAmt
Dividends Net Invst Incm$221,324DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$593,796NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,748,711GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$593,796CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,305,835TotalRevAndExpnssAmt
Total Net Invst Incm$815,120TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,757OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,757OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,320TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$36,772OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36,751OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$21OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$43,849TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36,751TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,778TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$515,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$515,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$558,849TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36,751TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$519,778TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$746,986ExcessRevenueOverExpensesAmt
Net Investment Income$778,369NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,964,761SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,856,886SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,856,886SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$114,209CorporateStockBOYAmt
Corporate Stock EOY$4,055,862CorporateStockEOYAmt
Corporate Stock EOYFMV$4,333,115CorporateStockEOYFMVAmt
Other Investments BOY$2,029,619OtherInvestmentsBOYAmt
Other Investments EOY$643,303OtherInvestmentsEOYAmt
Other Investments EOYFMV$646,531OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,108,589TotalAssetsBOYAmt
Total Assets EOY$6,556,051TotalAssetsEOYAmt
Total Assets EOYFMV$6,836,532TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,108,589NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,556,051NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,108,589TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,556,051TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,108,589TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,556,051TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,108,589TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$746,986ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,855,575SubtotalAmt
Other Decreases$299,524OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,556,051TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SOUTHEASTERN TRUST 18581P$759,911$328,888$431,023$431,023
SOUTHEASTERN TRUST 18581P$2,988,800$2,826,027$162,773$162,773
FieldValueIRS element (for citing)
Capital Gain Net Income$593,796CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,819InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,819SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,819TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,320EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,320TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$8,499TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.TWEEDFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksKIMBERLY TWEEDIndividualWithBooksNm
Phone4237831251PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2285AddressLine1Txt
CityGREENEVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37744ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN TWEED
129 GLENFIELD TRAILGREENEVILLETN37745PRESIDENT1.00$0$0$0
KIMBERLY TWEED
129 GLENFIELD TRAILGREENEVILLETN37745SECRETARY1.00$0$0$0
BRIDGET LOLLAR
204 GALWAY COURTGREENEVILLETN37745TREASURER1.00$0$0$0
JOSEPH TWEED
129 GLENFIELD TRAILGREENEVILLETN37745TRUSTEE1.00$0$0$0
TAYLOR WADDELL
1507 SUN VALLEY DRGREENEVILLETN37745TRUSTEE1.00$0$0$0
HALLE TWEED
129 GLENFIELD TRAILGREENEVILLETN37745TRUSTEE1.00$0$0$0
JANCIE PAINTER
270 LORI CIRCLECHUCKEYTN37641TRUSTEE1.00$0$0$0
SAMANTHA HUGHES
1104 SYCAMORE CREEK DRJONESBOROUGHTN37659TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,421,497AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,910,824AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,332,321TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,332,321AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$94,985CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,237,336NetVlNoncharitableAssetsAmt
Minimum Investment Return$311,867MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$311,867MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,819TaxBasedOnInvestmentIncomeAmt
Total Tax$10,819TotalTaxAmt
Distributable Before Adj$301,048DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$301,048DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$301,048DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$519,778ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$519,778QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$301,048DistributableAsAdjustedAmt
Undistributed Income PY$211,791UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$519,778QualifyingDistributionsAmt
Applied To Year1$211,791AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$301,048AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,939RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,939TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,939ExcessDistriCyovToNextYrAmt
Excess From Current Year$6,939ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN TWEEDContributingManagerNm
Contributing ManagerKIMBERLY TWEEDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS CLUB OF GREENE COUNTY
PO BOX 1977GREENEVILLETN37744NONEPCGENERAL SUPPORT$10,000
CHILDREN'S ADVOCACY CENTER 3RD JUDICIAL DISTRICT
200 MAIN STREETMOSHEIMTN37818NONEPCGENERAL SUPPORT$2,500
CUMBERLAND HEIGHTS FOUNDATION
PO BOX 90727NASHVILLETN37209NONEPCGENERAL SUPPORT$30,000
FIRST PRIORITY OF AMERICA
PO BOX 473BRENTWOODTN37027NONEPCGENERAL SUPPORT$50,000
HEARTLIGHT MINISTRIES
PO BOX 286HALLSVILLETX75650NONEPCGENERAL SUPPORT$5,000
HOLSTON UNITED METHODIST HOME FOR CHILDREN
PO BOX 188GREENEVILLETN37744NONEPCGENERAL SUPPORT$11,000
ISAIAH 117 HOUSE
PO BOX 842ELIZABETHTONTN37644NONEPCGENERAL SUPPORT$1,000
JEREMIAH SCHOOL
1502 KNOB CREEK RDJOHNSON CITYTN37604NONEPCGENERAL SUPPORT$10,000
LIVE AND LEARN PROGRAM
326 E CORONADO SUITE 201PHOENIXAZ85004NONEPCGENERAL SUPPORT$10,000
LYDIA'S MISSION
6724 PERIMETER LOOP RD SUITE 139DUBLINOH43017NONEPCGENERAL SUPPORT$10,000
PROVIDENCE ACADEMY
2788 CARROLL CREEK ROADJOHNSON CITYTN37615NONEPCGENERAL SUPPORT$25,000
SMALL MIRACLES THERAPEUTIC EQUESTRIAN CENTER INC
1026 ROCK SPRINGS DRIVEKINGSPORTTN37664NONEPCGENERAL SUPPORT$5,000
THE HOPE CENTER
314 TUSCULUM BLVDGREENEVILLETN37743NONEPCGENERAL SUPPORT$15,000
THE MIDST
2506 SOUTH ROAN STREETJOHNSON CITYTN37601NONEPCGENERAL SUPPORT$76,000
THE WELL INC
PO BOX 181JOHNSON CITYTN37605NONEPCGENERAL SUPPORT$60,000
BALLAD HEALTH FOUNDATION
1019 W OAKLAND AVE SUITE 2JOHNSON CITYTN37604NONEPCGENERAL SUPPORT$10,000
CROSSPATH CHURCH
2423 SUSANNAH STJOHNSON CITYTN37601NONEPCGENERAL SUPPORT$10,000
BETHANY CHRISTIAN SERVICES
9 BEECHWOOD CTJOHNSON CITYTN37604NONEPCGENERAL SUPPORT$5,000
FCA TRI CITIES
PO BOX 3570JOHNSON CITYTN37602NONEPCGENERAL SUPPORT$5,000
DOE RIVER GORGE
220 DOE RIVER GORGE RDHAMPTONTN37658NONEPCGENERAL SUPPORT$10,000
FIRST BAPTIST CHURCH GREENEVILLE
211 N MAIN STGREENEVILLETN37745NONEPCGENERAL SUPPORT$100,000
GIFTS FOR KIDS
1112 MYERS STREETGREENEVILLETN37745NONEPCGENERAL SUPPORT$2,000
GREENE YOUNG LIFE CENTER
1102 E CHURCH STGREENEVILLETN37745NONEPCGENERAL SUPPORT$5,000
JOHNSON CITY RECOVERY CENTER
513 E UNAKA AVEJOHNSON CITYTN37601NONEPCGENERAL SUPPORT$10,000
RENEW CLINIC
1601 WESTERN AVEKNOXVILLETN37921NONEPCGENERAL SUPPORT$5,000
UNITED WAY GREENE COUNTY
115 ACADEMY STGREENEVILLETN37745NONEPCGENERAL SUPPORT$5,000
ST JUDE CHILDRENS HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCGENERAL SUPPORT$10,000
MOTOR RACING OUTREACH
5555 CONCORD PKWY S 405CONCORDNC28027NONEPCGENERAL SUPPORT$7,500
YOUNG LIFE
817 W WALNUT STJOHNSON CITYTN37604NONEPCOPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$515,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$221,324ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$593,796ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$815,120ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$815,120TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHN AND KIMBERLY TWEEDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1129 GLENFIELD TRAILAddressLine1Txt
CityGREENEVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37745ZIPCd
FieldValueIRS element (for citing)
Total Contributions$490,715TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1863 SHARES OF VANGUARD ENERGY ETF, 500 SHARES OF CATERPILLAR INC. & 802 SHARES OF PHILLIPS 66 STOCKNoncashPropertyDesc
Fair Market Value$490,715FairMarketValueAmt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$3,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIESStockNm
EOY Book Value$4,055,862EOYBookValueAmt
EOYFMV$4,333,115EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS - FIXED INCOMECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$643,303BookValueAmt
EOYFMV$646,531EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSOUTHEASTERN TRUST CO PRIOR PERIOD REPORTING ADJUSTMENTSDesc
Amt$299,524Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRANSFER FEE$95$95$0
ADVISORY FEES$36,656$36,656$0
ANNUAL REPORT$21$0$21

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryIT CONSULTINGCategoryTxt
Amt$1,757Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,757DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$2,320Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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