LAROCHE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LAROCHE FAMILY FOUNDATION (EIN 71-0944751)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-09
- IRS object ID
- 202432549349101208
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-09T15:26:04-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAUDIA H SHERER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1907 WINDSOR STREET | AddressLine1Txt |
| City | MURFREESBORO | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37130 | 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 | 710944751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAROCHE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LARO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2103 SHANNON DRIVE | AddressLine1Txt |
| City | Murfreesboro | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 371291334 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLORIA LAROCHE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6153904911 | PhoneNum |
| Signature | 2024-09-06 | SignatureDt |
| 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 | CLAUDIA H SHERER C | PreparerPersonNm |
| PTIN | P00313113 | PTIN |
| Phone | 6158961030 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,855,613 | 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 | $710,674 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $137 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $137 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,268 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,165 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $367,076 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $369,320 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $367,076 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $367,076 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,115,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $402,378 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $367,076 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $6,243 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,243 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $767 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $767 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $238 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $238 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,252 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,243 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,243 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $277,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,252 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $260,243 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $837,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $385,126 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $367,076 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$3,586 | CashBOYAmt |
| Cash EOY | $137,908 | CashEOYAmt |
| Cash EOYFMV | $137,908 | CashEOYFMVAmt |
| Acct Rcvbl | $7,630 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7,630 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $7,630 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,630 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $577,742 | CorporateStockBOYAmt |
| Corporate Stock EOY | $694,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,710,075 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $581,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $839,547 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,855,613 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $325,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $325,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $325,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $325,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $256,786 | RetainedEarningBOYAmt |
| Retained Earning EOY | $514,547 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $256,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $514,547 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $581,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $839,547 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $256,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $837,660 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,094,446 | SubtotalAmt |
| Other Decreases | $579,900 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $514,546 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 4608 SHS PUBLICLY TRADED STK | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $369,320 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,244 | CostOrOtherBasisAmt |
| Gain Or Loss | $367,076 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $367,076 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $367,076 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $367,076 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,353 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,353 | SubtotalAmt |
| Tax Based On Investment Income | $5,353 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $250 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $250 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,103 | TaxDueAmt |
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 | false | 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 |
| Individual With Books | RICHARD F LAROCHE | IndividualWithBooksNm |
| Phone | 6153904911 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2103 SHANNON DRIVE | AddressLine1Txt |
| City | MURFREESBORO | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37129 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| RICHARD F LAROCHE | ||||||
| 2103 SHANNON DR | MURFREESBORO | TN | 37129 | TRUSTEE | 0 | $0 |
| GLORIA E LAROCHE | ||||||
| 2103 SHANNON DR | MURFREESBORO | TN | 37129 | TRUSTEE | 0 | $0 |
| ASHLEY HEEREN | ||||||
| 327 LAUDERDALE RD | NASHVILLE | TN | 37205 | TRUSTEE | 0 | $5,000 |
| DAVID LAROCHE | ||||||
| 1728 WALKING DR | MURFREESBORO | TN | 37130 | TRUSTEE | 0 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $908,487 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $941,384 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $941,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,121 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $927,263 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,353 | TotalTaxAmt |
| Distributable Before Adj | $41,010 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $41,010 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $41,010 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $260,243 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $260,243 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,010 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $450,654 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $467,504 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $305,292 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $411,281 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $515,811 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,150,542 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $260,243 | QualifyingDistributionsAmt |
| Applied To Current Year | $41,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $219,233 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,369,775 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $450,654 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,919,121 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $467,504 | ExcessFromYear4Amt |
| Excess From Year3 | $305,292 | ExcessFromYear3Amt |
| Excess From Year2 | $411,281 | ExcessFromYear2Amt |
| Excess From Year1 | $515,811 | ExcessFromYear1Amt |
| Excess From Current Year | $219,233 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD F LAROCHE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2103 SHANNON DR | AddressLine1Txt |
| City | MURFREESBORO | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6153904911 | RecipientPhoneNum |
| Form And Info And Materials | AN OPEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WEBB SCHOOL | ||||||
| 319 WEBB ROAD EAST | BELL BUCKLE | TN | 37020 | NON PR | GENERAL FUND | $19,000 |
| TENN HISTORICAL SOCIETY | ||||||
| 305 SIXTH AVE NORTH | NASHVILLE | TN | 37243 | NON PR | GENERAL FUND | $100 |
| SMITHSONIAN | ||||||
| P O BOX 37012 MRC 712 | WASHINGTON | DC | 20013 | NON PR | GENERAL FUND | $100 |
| DARTMOTH UNIVERSITY | ||||||
| 6066 DEVELOPEMENT OFFIC | HANOVER | NH | 03755 | NON PR | GENERAL FUND | $100 |
| UNITED WAY | ||||||
| P O BOX 330056 | MURFREESBORO | TN | 37133 | NON PR | GENERAL FUND | $12,500 |
| HARDING ACADEMY | ||||||
| 170 WINDSOR DR | NASHVILLE | TN | 37205 | NON PR | GENERAL FUND | $20,000 |
| FORWARD TENNESSEE | ||||||
| 5016 CENTENNIAL BLVD | NASHVILLE | TN | 37209 | NON PR | GENERAL FUND | $10,000 |
| OAKLAND HISTORIC MUSUEM | ||||||
| P O BOX 432 | MURFREESBORO | TN | 37133 | NON PR | GENERAL FUND | $270 |
| CURREY INGRAM FOUNDATIO | ||||||
| 6544 MURRAY LANE | BRENTWOOD | TN | 37027 | NON PR | GENERAL FUND | $12,000 |
| DOORS OF HOPE | ||||||
| 428 E BELL ST | MURFREESBORO | TN | 37130 | NON PR | GENERAL FUND | $500 |
| GREENHOUSE MINISTRIES | ||||||
| 309 S SPRING ST | MURFREESBORO | TN | 37130 | NON PR | GENERAL FUND | $50,000 |
| 50 PLUS FOUNDATION | ||||||
| 801 BROAD ST 200 | CHATTANOOGA | TN | 37402 | NON PR | GENERAL FUND | $6,000 |
| DISCOVERY CENTER | ||||||
| 502 SE BROAD ST | MURFREESBORO | TN | 37130 | NON PR | GENERAL FUND | $25,050 |
| ENSWORTH FUND | ||||||
| 7401 HWY 100 | NASHVILLE | TN | 37221 | NON PR | GENERAL FUND | $10,500 |
| MLK SCHOLARSHIP | ||||||
| P O BOX 331382 | MURFREESBORO | TN | 37133 | NON PR | GENERAL FUND | $500 |
| CHARITY CIRCLE | ||||||
| P O BOX 11128 | MURFREESBORO | TN | 37129 | NON PR | GENERAL FUND | $2,125 |
| MBORO CITY SCH FOUNDATI | ||||||
| 2252 S CHURCH ST | MURFREESBORO | TN | 37127 | NON PR | GENERAL FUND | $5,000 |
| BSA OF AMERICA | ||||||
| 3414 HILLSBORO PIKE | NASHVILLE | TN | 37214 | NON PR | GENERAL FUND | $2,500 |
| NOTES FOR EDUCATION | ||||||
| 51 BLACKBERRY DR | NAPA | CA | 94558 | NON PR | GENERAL FUND | $2,400 |
| THE FORGE | ||||||
| 217 WILLOW ST | NASHVILLE | TN | 37210 | NON PR | GENERAL FUND | $24,000 |
| TN GREEN CONSERVANCY | ||||||
| 1213A 16TH AVE | NASHVILLE | TN | 37212 | NON PR | GENERAL FUND | $25,000 |
| ST THOMAS FOUNDATION | ||||||
| 1700 MEDICAL CTR PKWY | MURFREESBORO | TN | 37129 | NON PR | GENERAL FUND | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,243 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,268 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $367,076 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $404,481 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $404,481 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| TED AND GLORIA LAROCHE | |||||||
| 1 | 2103 SHANNON DR | MURFREESBORO | TN | 37129 | $706,350 | Yes (X) | |
| TED AND GLORIA LAROCHE | |||||||
| 2 | 2103 SHANNON DR | MURFREESBORO | TN | 37129 | $2,694 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 7500 SHARES NHC STOCK 94.18 PER SHARE | NoncashPropertyDesc |
| Fair Market Value | $706,350 | FairMarketValueAmt |
| Received | 2023-12-29 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 4608 SHS PUBICLY TRADED STK | AssetDesc |
| Acquired | 2019-12 | AcquiredDt |
| How Acquired | DONATED | HowAcquiredTxt |
| Sold | 2023-12 | SoldDt |
Purchaser Name PurchaserNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD LAROCHE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $369,320 | GrossSalesPriceAmt |
| Basis | $2,244 | BasisAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| RICHARD F LAROCHE | |||
| 2103 SHANNON DR | MURFREESBORO | TN | 37129 |
| GLORIA E LAROCHE | |||
| 2103 SHANNON DR | MURFREESBORO | TN | 37129 |