DEVINE-MAJORS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DEVINE-MAJORS FOUNDATION (EIN 27-1405032)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-31
IRS object ID
202412139349100216
Schema version
2023v5.1
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)
Return2024-07-31T10:43:36-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271405032EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEVINE-MAJORS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEVIBusinessNameControlTxt
Phone2124054784PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113-15 W 54TH STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM F MAJORSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2124054784PhoneNum
Signature2024-07-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKY CPAPreparerPersonNm
PTINP01273422PTIN
Phone2122970400PhoneNum
Preparation2024-07-24PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,989,362FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,315,739ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$380,595DividendsRevAndExpnssAmt
Dividends Net Invst Incm$380,595DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$125,407NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,814,227GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,628,961CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,570,927TotalRevAndExpnssAmt
Total Net Invst Incm$2,009,556TotalNetInvstIncmAmt
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$13,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$38,197OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$38,197OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,260TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,260TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$84,232OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$84,232OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$137,689TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$47,957TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$91,732TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,475,180ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,475,180ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,612,869TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$47,957TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,566,912TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$958,058ExcessRevenueOverExpensesAmt
Net Investment Income$1,961,599NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$630,909CashBOYAmt
Cash EOY$945,420CashEOYAmt
Cash EOYFMV$945,420CashEOYFMVAmt
US Government Obligations BOY$2,655,311USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,986,458USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,923,704USGovtObligationsEOYFMVAmt
Corporate Stock BOY$6,265,853CorporateStockBOYAmt
Corporate Stock EOY$5,763,687CorporateStockEOYAmt
Corporate Stock EOYFMV$11,084,792CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,570,110CorporateBondsBOYAmt
Corporate Bonds EOY$3,199,457CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,035,446CorporateBondsEOYFMVAmt
Total Assets BOY$12,122,183TotalAssetsBOYAmt
Total Assets EOY$12,895,022TotalAssetsEOYAmt
Total Assets EOYFMV$17,989,362TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$12,122,183RetainedEarningBOYAmt
Retained Earning EOY$12,895,022RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,122,183TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,895,022TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,122,183TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,895,022TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,122,183TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$958,058ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,080,241SubtotalAmt
Other Decreases$185,219OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,895,022TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$4,487,578$3,897,544$590,034$590,034
PUBLICLY TRADED SECURITIESD$1,310,773$287,722$1,023,051$1,023,051
CAPITAL GAINS DIVIDENDSP$15,876$15,876$15,876
FieldValueIRS element (for citing)
Capital Gain Net Income$1,628,961CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$27,266InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$27,266SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$27,266TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$26,520EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$26,520TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$746TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksGENSPRING FAMILY OFFICESIndividualWithBooksNm
Phone2124054780PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113-15 W 54TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT I MAJORS
101 SOUTH INDIAN ROADCHARLOTTESVILLEVA22901VICE PRESIDENT1.00$0$0$0
MAXINE E DEVINE MAJORS
3811 BEDFORD AVENUE STE 101NASHVILLETN37215SECRETARY & TREASURER1.00$0$0$0
WILLIAM F MAJORS
3811 BEDFORD AVENUE STE 101NASHVILLETN37215PRESIDENT1.00$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$14,277,103AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$529,829AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,806,932TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,806,932AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$222,104CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,584,828NetVlNoncharitableAssetsAmt
Minimum Investment Return$729,241MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$729,241MinimumInvestmentReturnAmt
Tax Based On Investment Income$27,266TaxBasedOnInvestmentIncomeAmt
Total Tax$27,266TotalTaxAmt
Distributable Before Adj$701,975DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$701,975DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$701,975DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,566,912ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,566,912QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$701,975DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$261,429ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,803ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$288,232TotalExcessDistributionCyovAmt
Qualifying Distributions$1,566,912QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$701,975AppliedToCurrentYearAmt
Remaining Distri From Corpus$864,937RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,153,169TotalCorpusAmt
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$1,153,169ExcessDistriCyovToNextYrAmt
Excess From Year3$261,429ExcessFromYear3Amt
Excess From Year2$26,803ExcessFromYear2Amt
Excess From Current Year$864,937ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$15,000
CUMBERLAND HEIGHTS
8283 RIVER ROAD PIKENASHVILLETN37209N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$5,000
FISK UNIVERSITY
1000 17TH AVE NNASHVILLETN37208N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$500,000
FRIENDS OF WARNER PARKS
50 VAUGHN RDNASHVILLETN37221N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$350,000
HARPETH HALL SCHOOL
3801 HOBBS RDNASHVILLETN372152216N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$25,000
HEAL MINISTRIES
PO BOX 50361NASHVILLETN37205N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$31,100
MARTHA O'BRYAN CENTER
711 SOUTH SEVENTH STREETNASHVILLETN37206N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$25,000
NASHVILLE ZOO
3777 NOLENSVILLE PKNASHVILLETN37211N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$800
SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE
331 GREAT CIRCLE ROADNASHVILLETN37228N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$150,000
SILOAM HEALTH
820 GALE LNNASHVILLETN372043012N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$100,000
ST BALDRICK'S FOUNDATION
333 SOUTH MAYFLOWER AVENUE SUITEMONROVIACA91016N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$25,000400
ST LUKE'S COMMUNITY HOUSE
5601 NEW YORK AVENASHVILLETN37209N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$1,000
ST ANNE'S BELFIELD SCHOOL
2132 IVY RDCHARLOTTESVILLEVA22903N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$100,000
ST LUKES
232 SOUTH WOODS MILL ROADCHESTERFIELDMO63017N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$1,000
SWAN BALL
PO BOX 50438NASHVILLETN37205N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$4,500
SYMPHONY BALL
23 N 6TH STALLENTOWNPA18101N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$1,780
THE LAND TRUST FOR TENNESSEE
4000 FRANKLIN PIKENASHVILLETN37204N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$9,500
THE SOCIETY OF CERES
99 CHAUNCY STREET 6TH FLOORBOSTONMA02111N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$500
UNITED WAY OF METROPOLITAN NASHVILLE
250 VENTURE CIRNASHVILLETN37228N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$25,000
UNIVERSITY OF SOUTHERN CA
551 TROUSDALE PKWYLOS ANGELESCA90007N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$25,000
WEBB SCHOOL
9800 WEBB SCHOOL DRIVEKNOXVILLETN37923N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$30,000
WILLIAM PARENTS FUND
75 PARK STWILLIAMSTOWNMA01267N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,475,180TotalGrantOrContriPdDurYrAmt
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$380,595ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$125,407ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$255,188ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$255,188TotalIncomeProducingActyAmt

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 PersonWILLIAM F MAJORSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11305 CHICKERING ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,315,739TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyDONATED STOCKSNoncashPropertyDesc
Fair Market Value$2,315,739FairMarketValueAmt
Received2023-12-12ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$13,000Amt
Net Investment Income$7,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD SHORT-TERM INVESTMENT GRADE FUND$1,086,654$1,034,366
VANGUARD TOTAL BOND MARKET INDEX FD CL INSTITUTIONAL$2,112,803$2,001,080

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARTISAN INTERNATIONAL VALUE FD CL INSTL$700,990$875,985
INVESCO DEVELOPING MARKETS FD CL R6$123,488$154,090
ISHARES CORE S&P 500 ETF$1,039,787$5,318,410
ISHARES CORE S&P MID-CAP ETF$512,813$674,860
ISHARES CORE S&P SMALL-CAP ETF$625,265$691,176
ISHARES CORE MSCI EMERGING MARKETS ETF$220,841$215,471
ISHARES MSCI ACWI ETF$362,271$656,722
VANGUARD GROWTH ETF$370,849$473,781
VANGUARD VALUE ETF$1,106,213$1,325,019
MISC$4$0
ADYEN NV UNSPONSORED$15,770$9,390
AIA GROUP LTD$15,845$11,718
ALCON INC$9,715$11,562
ALFA LAVAL AB UNSPONSORED$8,184$12,034
ALLIANZ SE UNSPONSORED$27,663$30,987
AMBEV SA SPONSORED$8,587$7,896
ASSA ABLOY UNSPONSORED$6,961$9,002
ATLAS COPCO AB SPONSORED$10,985$14,663
BANCO BILBAO VIZCAYA SPONSORED$8,387$15,205
BHP GROUP LTD SPONSORED$22,165$20,083
BIONTECH SE SPONSORED$9,435$9,710
CANADIAN NATIONAL RAILWAY CO$7,528$8,543
CHUGAI PHARMACEUTICAL CO UNSPONSORED$24,375$23,996
CREDICORP LIMITED$7,187$7,347
DAIFUKU CO LTD UNSPONSORED$6,719$6,696
DASSAULT SYS S A SPONSORED$18,882$22,402
DBS GROUP HLDGS LTD SPONSORED$18,363$24,404
ENN ENERGY HOLDINGS LTD UNSPONSORED$11,253$4,972
EPIROC AKTIEBOLAG UNSPONSORED$10,791$11,899
FOMENTO ECONOMICO MEXICANO SPONSORED$15,204$26,461
GENMAB A/S SPONSORED$12,088$9,234
HAIER SMART HOME CO LTD UNSPONSORED$22,897$18,098
HALEON PLC SPONSORED$16,349$15,012
HDFC BANK LTD SPONSORED$12,668$12,952
ICICI BANK LTD SPONSORED$5,153$8,606
INFINEON TECHNOLOGIES AG SPONSORED$27,820$31,513
KOMATSU LTD SPONSORED$10,185$9,787
L'AIR LIQUIDE UNSPONSORED$7,353$9,426
LOREAL CO UNSPONSORED$20,259$25,847
LINDE PLC$7,801$12,321
LONZA GROUP AG UNSPONSORED$9,446$6,229
LUKOIL PJSC SPONSORED$11,143$156
MANULIFE FINANCIAL CORP$14,952$18,564
NESTLE SA SPONSORED$10,000$9,944
NITORI HOLDINGS CO LTD UNSPONSORED$12,695$7,922
NOVOZYMES A/S UNSPONSORED$6,253$5,985
PING AN INSURANCE SPONSORED$10,960$4,086
RIO TINTO PLC SPONSORED$14,819$14,594
ROCHE HOLDING LTD SPONSORED$15,061$12,681
SAP SE SPONSORED$17,829$21,024
SCHNEIDER ELECTRIC UNSPONSORED$12,614$17,138
SHELL PLC SPONSORED$7,885$15,200
SHIMANO INC UNSPONSORED ADR$5,792$5,798
SHIONOGI & CO LTD UNSPONSORED$9,288$8,368
SHISEIDO LTD SPONSORED$7,460$4,746
SONOVA HOLDING AG UNSPONSORED$6,607$8,362
SONY GROUP CORP SPONSORED$18,383$18,654
SYMRISE AG UNSPONSORED$12,010$9,959
SYSMEX CORP UNSPONSORED$13,109$6,135
TAIWAN SEMICONDUCTOR MANU CO LTD$27,263$28,080
TELEKOMUNIKASI INDONESIA SPONSORED$9,048$9,042
TENCENT HLDGS LTD UNSPONSORED$13,752$8,159
UNICHARM CORPORATION SPONSORED$12,848$9,595
XP INC CL A$8,828$7,091
YANDEX NV SHS CL A$6,549$0

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,986,458USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,923,704USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENT FOR DONATED STOCKSDesc
Amt$185,219Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Revenue And Expenses Per Books$84,232RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$84,232DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE$35,565$35,565$0
INVESTMENT ADVISOR FEE$2,632$2,632$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$2,260Amt
Net Investment Income$2,260NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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