DETTWILLER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DETTWILLER FOUNDATION (EIN 47-4954786)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349100746
- 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
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T07:23:50-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621199757 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LBMC PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1869 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370241869 | 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 | 474954786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DETTWILLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DETT | BusinessNameControlTxt |
| Phone | 6152444113 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 281017 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE WOOD | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6152444113 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN YAGER | PreparerPersonNm |
| PTIN | P01049973 | PTIN |
| Phone | 6153774600 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $254,550,108 | 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 | $27,500,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,533,221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,533,221 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,040,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,482,098 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$135,229 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $35,857,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,533,225 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $291,577 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,916 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $645 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $399,241 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $399,241 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,757 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,940 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,060 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $123,426 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68,324 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $883,456 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $503,421 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,573,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,573,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,457,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $503,421 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,573,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,400,513 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,029,804 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $163,166,893 | CashBOYAmt |
| Cash EOY | $130,784,718 | CashEOYAmt |
| Cash EOYFMV | $130,784,718 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,649,803 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,517,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,206,876 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,558,514 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,558,514 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $221,816,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $247,860,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $254,550,108 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $221,816,696 | RetainedEarningBOYAmt |
| Retained Earning EOY | $247,860,875 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $221,816,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $247,860,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $221,816,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $247,860,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $221,816,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,400,513 | ExcessRevenueOverExpensesAmt |
| Other Increases | $114,189 | OtherIncreasesAmt |
| Subtotal | $248,331,398 | SubtotalAmt |
| Other Decreases | $470,523 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $247,860,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-12-31 | $26,253,549 | $27,320,990 | -$1,067,441 | -$1,067,441 | |
| PUBLICLY TRADED SECURITIES | 2023-12-31 | $3,903,954 | $4,173,666 | -$269,712 | -$269,712 | |
| COMPANY VENTURES FUND II LP | $27,632 | -$27,632 | -$27,632 | P | ||
| CAPITAL GAINS DIVIDENDS | $324,595 | $324,595 | $324,595 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,040,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $125,514 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $125,514 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $125,514 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $125,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $125,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,928 | EsPenaltyAmt |
| Tax Due | $3,442 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MS LESLIE WOOD | IndividualWithBooksNm |
| Phone | 6155042616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 281017 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN CURLEY | ||||||||
| PO BOX 281017 | NASHVILLE | TN | 37228 | DIRECTOR/PRESIDENT | 32.50 | $30,693 | $0 | $0 |
| LESLIE WOOD | ||||||||
| PO BOX 281017 | NASHVILLE | TN | 37228 | DIRECTOR/SECRETARY | 32.50 | $130,442 | $0 | $0 |
| VICTORIA VICTORY | ||||||||
| PO BOX 281017 | NASHVILLE | TN | 37228 | DIRECTOR | 32.50 | $130,442 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $98,855,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,270,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $247,126,414 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $247,126,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,706,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $243,419,518 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,170,976 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,170,976 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125,514 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125,514 | TotalTaxAmt |
| Distributable Before Adj | $12,045,462 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,045,462 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,045,462 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,573,833 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,573,833 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,045,462 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,084,339 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,573,833 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,084,339 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,489,494 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,555,968 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| WHITE HOUSE FIRST UNITED METHODIST CHURCH | |||||
| 3403 HWY 31W | WHITE HOUSE | TN | 37188 | GENERAL FUND | $5,000 |
| ALIVE HOSPICE | |||||
| 1718 PATTERSON STREET | NASHVILLE | TN | 37203 | GENERAL FUND | $20,000 |
| OLD SCHOOL FARM | |||||
| 5022 OLD HYDES FERRY PIKE | NASHVILLE | TN | 37218 | GENERAL FUND | $20,000 |
| AMANI FOUNDATION INC | |||||
| PO BOX 3605 | CHATTANOOGA | TN | 37404 | GENERAL FUND | $25,000 |
| AMERICAN RED CROSS | |||||
| 2201 CHARLOTTE AVE | NASHVILLE | TN | 37203 | GENERAL FUND | $50,000 |
| ANCORATN | |||||
| PO BOX 160069 | NASHVILLE | TN | 37216 | GENERAL FUND | $65,000 |
| CASA OF THE HIGHLAND RIM | |||||
| 111 HIGHWAY 70 EAST SUITE 203 | DICKSON | TN | 37055 | GENERAL FUND | $10,000 |
| CENTENNIAL PARK CONSERVANCY | |||||
| PO BOX 128139 | NASHVILLE | TN | 37212 | GENERAL FUND | $120,000 |
| NASHVILLE SYMPHONY | |||||
| 1 SYMPHONY PL | NASHVILLE | TN | 37201 | GENERAL FUND | $1,250,000 |
| NASHVILLE PUBLIC LIBRARY FOUNDATION | |||||
| 615 CHURCH STREET | NASHVILLE | TN | 37219 | GENERAL FUND | $20,000 |
| NASHVILLE PUBLIC EDUCATION FOUNDATION | |||||
| 1207 18TH AVE SOUTH SUITE 202 | NASHVILLE | TN | 37212 | GENERAL FUND | $10,000 |
| NASHVILLE HUMANE ASSOCIATION | |||||
| 213 OCEOLA AVENUE | NASHVILLE | TN | 37209 | GENERAL FUND | $50,000 |
| COMMUNITY RESOURCE CENTER | |||||
| 218 OMOHUNDRO PLACE | NASHVILLE | TN | 37210 | GENERAL FUND | $50,000 |
| COVENANT COLLEGE FOUNDATION | |||||
| 33 BURTON HILLS BLVD | NASHVILLE | TN | 37215 | GENERAL FUND | $25,000 |
| NASHVILLE ANTI-HUMAN TRAFFICKING COALITION | |||||
| PO BOX 158972 | NASHVILLE | TN | 37215 | GENERAL FUND | $50,000 |
| COVENANT PRESBYTERIAN CHURCH | |||||
| 33 BURTON HILLS BLVD | NASHVILLE | TN | 37215 | GENERAL FUND | $50,000 |
| POWER AND GRACE PREPARATORY ACADEMY INC | |||||
| 231 DUNBAR CAVE RD | CLARKSVILLE | TN | 37043 | GENERAL FUND | $50,000 |
| ELI'S HOUSE | |||||
| 330 FRANKLIN ROAD STE 135A-186 | BRENTWOOD | TN | 37027 | GENERAL FUND | $25,000 |
| YWCA | |||||
| 1608 WOODMONT BLVD | NASHVILLE | TN | 37215 | GENERAL FUND | $1,600,000 |
| SECOND HARVEST FOOD BANK | |||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | GENERAL FUND | $120,000 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||
| 3322 WEST END AVENUE SUITE 900 | NASHVILLE | TN | 37203 | GENERAL FUND | $75,000 |
| THE NEXT DOOR | |||||
| PO BOX 23336 | NASHVILLE | TN | 37202 | GENERAL FUND | $10,000 |
| THE METRO POLICE CHRISTMAS CHARITIES | |||||
| 2231 26TH AVE N | NASHVILLE | TN | 37208 | GENERAL FUND | $10,000 |
| CHEATHAM RECOVERY HOUSE | |||||
| 676 MAIN STREET | ASHLAND CITY | TN | 37015 | GENERAL FUND | $10,000 |
| WEST NASHVILLE DREAM CENTER DBA DREAM STREETS | |||||
| PO BOX 92456 | NASHVILLE | TN | 37209 | GENERAL FUND | $10,000 |
| GREEN HILLS FAMILY YMCA | |||||
| 4041 HILLSBORO CIRCLE | NASHVILLE | TN | 37215 | GENERAL FUND | $25,000 |
| KIPP NASHVILLE | |||||
| PO BOX 78126 | NASHVILLE | TN | 37207 | GENERAL FUND | $10,000 |
| THE EPISCOPAL DIOCESE OF TENNESSEEST MARYS CATHEDRAL TRUST | |||||
| 3700 WOODMONT BLVD | NASHVILLE | TN | 37215 | GENERAL FUND | $10,000 |
| THE COMMUNITY FOUNDATION | |||||
| 3833 CLEGHORN AVE | NASHVILLE | TN | 37215 | GENERAL FUND | $50,000 |
| NASHVILLE PARKS FOUNDATION | |||||
| PO BOX 196340 | NASHVILLE | TN | 37219 | GENERAL FUND | $25,000 |
| SADDLE UP | |||||
| 1549 OLD HILLSBORO RD | FRANKLIN | TN | 37069 | GENERAL FUND | $25,000 |
| ST JUDES CHILDREN RESEARCH HOSPITAL | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | GENERAL FUND | $100,000 |
| ST GEORGE'S EPISCOPAL CHURCH | |||||
| 4715 HARDING ROAD | NASHVILLE | TN | 37205 | GENERAL FUND | $150,000 |
| SPECIAL OLYMPICS TENNESSEE | |||||
| 461 CRAIGHEAD STREET | NASHVILLE | TN | 37204 | GENERAL FUND | $10,000 |
| ST LUKES COMMUNITY HOUSE | |||||
| 5601 NEW YORK AVENUE | NASHVILLE | TN | 37209 | GENERAL FUND | $70,000 |
| NASHVILLE FOOD PROJECT | |||||
| 5904 CALIFORNIA AVE | NASHVILLE | TN | 37209 | GENERAL FUND | $10,000 |
| EQUAL CHANCE FOR EDUCATION | |||||
| 73 WHITE BRIDGE ROAD STE 103 | NASHVILLE | TN | 37205 | GENERAL FUND | $62,500 |
| CFMT | |||||
| PO BOX 440225 | NASHVILLE | TN | 37244 | GENERAL FUND | $100,000 |
| FRIENDS OF LEXINGTON FISHER HOUSE | |||||
| PO BOX 54481 | LEXINGTON | KY | 40588 | GENERAL FUND | $62,500 |
| CLEMENT RAILROAD HOTEL MUSEUM | |||||
| PO BOX 306 | DICKSON | TN | 37056 | GENERAL FUND | $15,000 |
| REBOOT RECOVERY | |||||
| PO BOX 381 | PLEASANT VIEW | TN | 37146 | GENERAL FUND | $48,000 |
| RENEWAL HOUSE | |||||
| PO BOX 280356 | NASHVILLE | TN | 37228 | GENERAL FUND | $10,000 |
| SENIOR RENAISSANCE CENTER | |||||
| 4805 PARK AVENUE | NASHVILLE | TN | 37209 | GENERAL FUND | $10,000 |
| FRANKLIN COUNTY HUMANE SOCIETY | |||||
| 1041 KENTUCKY AVENUE | FRANKFORT | KY | 40601 | GENERAL FUND | $50,000 |
| SYLVAN PARK NEIGHBORHOOD ASSOCIATION | |||||
| 4005 NEBRASKA AVENUE | NASHVILLE | TN | 37209 | GENERAL FUND | $10,000 |
| TENNESSEE FINANCIAL LITERACY COMISSION | |||||
| PO BOX 198782 | NASHVILLE | TN | 37219 | GENERAL FUND | $25,000 |
| OUR PLACE NASHVILLE | |||||
| 749 GEORGETOWN DRIVE | NASHVILLE | TN | 37205 | GENERAL FUND | $10,000 |
| CENTERSTONE TENNESSEE | |||||
| 1921 RANSOM PLACE | NASHVILLE | TN | 37217 | GENERAL FUND | $1,000,000 |
| TENNESSEE STATE MUSEUM FOUNDATION | |||||
| 1000 ROSA L PARKS BLVD | NASHVILLE | TN | 37208 | GENERAL FUND | $20,000 |
| TENNESSEE TECHNOLOGY DEVELOPMENT CORPORTATION | |||||
| 1321 6TH AVENUE N | NASHVILLE | TN | 37208 | GENERAL FUND | $10,000 |
| THE COVENANT SCHOOL | |||||
| 33 BURTON HILLS BLVD | NASHVILLE | TN | 37215 | GENERAL FUND | $50,000 |
| THE GENTLE BARN | |||||
| 15825 SIERRA HIGHWAY | SANTA CLARA | CA | 91390 | GENERAL FUND | $25,000 |
| ARROWMONT SCHOOL OF ARTS & CRAFTS | |||||
| PO BOX 567 | GATLINBURG | TN | 37738 | GENERAL FUND | $20,000 |
| THE NEW BEGINNINGS CENTER | |||||
| 509 CRAIGHEAD ST 100 | NASHVILLE | TN | 37204 | GENERAL FUND | $85,000 |
| TPAC | |||||
| PO BOX 190660 | NASHVILLE | TN | 37219 | GENERAL FUND | $10,000 |
| CASTING FOR RECOVERY | |||||
| 109 EAST OAK ST STE 1G | BOZEMAN | MT | 59715 | GENERAL FUND | $10,000 |
| CUMBERLAND HEIGHTS | |||||
| PO BOX 150918 | NASHVILLE | TN | 37215 | GENERAL FUND | $1,000,000 |
| CHRIST CHURCH CATHEDRAL | |||||
| 900 BROADWAY | NASHVILLE | TN | 37209 | GENERAL FUND | $30,000 |
| HOSPITAL HOSPITALITY HOUSE | |||||
| 214 REIDHURST AVENUE | NASHVILLE | TN | 37203 | GENERAL FUND | $30,000 |
| FRIST ART MUSEUM | |||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | GENERAL FUND | $117,333 |
| GILES COUNTY HUMANE ASSOCIATION | |||||
| PO BOX 237 | PULASKI | TN | 38478 | GENERAL FUND | $1,000 |
| INTERFACE MINISTRIES | |||||
| PO BOX 450816 | ATLANTA | GA | 31145 | GENERAL FUND | $35,000 |
| HARPETH HALL SCHOOL | |||||
| 3801 HOBBS ROAD | NASHVILLE | TN | 37203 | GENERAL FUND | $45,000 |
| HILLSBORO VOLUNTEER FIRE DEPARTMENT | |||||
| PO BOX 45 | HILLSBORO | TN | 37342 | GENERAL FUND | $30,000 |
| HOPE CENTER | |||||
| PO BOX 6 | LEXINGTON | KY | 40588 | GENERAL FUND | $62,500 |
| NASHVILLE PUBLIC TELEVISION | |||||
| 161 RAINS AVE | NASHVILLE | TN | 37203 | GENERAL FUND | $20,000 |
| FRIENDSHIP HOUSE | |||||
| 202 23RD AVE N | NASHVILLE | TN | 37203 | GENERAL FUND | $10,000 |
| FRIENDS OF WARNER PARKS | |||||
| 50 VAUGHN ROAD | NASHVILLE | TN | 37221 | GENERAL FUND | $10,000 |
| THISTLE FARMS | |||||
| 5122 CHARLOTTE AVENUE | NASHVILLE | TN | 37209 | GENERAL FUND | $30,000 |
| MENDING HEARTS | |||||
| PO BOX 280236 | NASHVILLE | TN | 37228 | GENERAL FUND | $10,000 |
| INSPIRITUS | |||||
| 1628 ROSA PARKS BLVD | NASHVILLE | TN | 37208 | GENERAL FUND | $250,000 |
| FIFTYFORWARD | |||||
| 174 RAINS AVE | NASHVILLE | TN | 37203 | GENERAL FUND | $10,000 |
| NASHVILLE CHILDREN'S ALLIANCE | |||||
| 610 MURFREESBORO PIKE | NASHVILLE | TN | 37210 | GENERAL FUND | $10,000 |
| INTERFAITH DENTAL | |||||
| 600 HILL PLACE SUITE 101 | NASHVILLE | TN | 37210 | GENERAL FUND | $15,000 |
| MY BAG MY STORY | |||||
| PO BOX 1033 | BRENTWOOD | TN | 37074 | GENERAL FUND | $10,000 |
| METRO NASHVILLE POLICE SUPPORT FUND | |||||
| PO BOX 440225 | NASHVILLE | TN | 37244 | GENERAL FUND | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,573,833 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,533,221 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,040,190 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| CAPITALSPRING SBIC II LP PASS THROUGH INCOME | 523000 | -$66,319 |
| CAPITALAPRING SBIC II LP PASS THROUGH INCOME | 523000 | -$68,914 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$135,233 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,493,035 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,357,802 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $645 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN PARTNERSHIPS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,558,514 | EOYBookValueAmt |
| EOYFMV | $2,558,514 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DEDUCTIBLE EXPENSES - AMORTIZATION, FEDERAL TAX | Desc |
| Amt | $470,523 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $17,941 | $0 | $0 |
| MISCELLANEOUS | $7,712 | $0 | $0 |
| OTHER FEES | $10,998 | $0 | $0 |
| MEALS | $820 | $0 | $0 |
| OTHER DEDUCTIONS FROM INVESTMENT K-1'S | $68,324 | $68,324 | $0 |
| INSURANCE EXPENSE | $14,433 | $0 | $0 |
| SUPPLIES AND OFFICE EXPENSE | $2,611 | $0 | $0 |
| TELEPHONE & TELECOMMUNICATIONS | $587 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| COMPANY VENTURES FUND II LP PASS THROUGH INCOME | $4 | $4 | $4 |
| CAPITALSPRING SBIC II LP PASS THROUGH INCOME | -$66,319 | -$66,319 | |
| CAPITALAPRING SBIC II LP PASS THROUGH INCOME | -$68,914 | -$68,914 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $114,189 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIDUCIARY FEES | $363,642 | $363,642 | $0 |
| PROFESSIONAL FEES | $35,599 | $35,599 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $32,940 | $32,940 | $0 |
| PAYROLL TAXES | $23,817 | $0 | $0 |
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