DAN AND MARGARET MADDOX CHARITABLE FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DAN AND MARGARET MADDOX CHARITABLE FUND (EIN 23-7017790)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202423109349101852
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T16:08:36-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SECOND AVE SOUTH STE 1240 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37201 | 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 | 237017790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAN AND MARGARET MADDOX FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANA | BusinessNameControlTxt |
| Phone | 6153851006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TAYLOR STREET A-20 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANA ESCOBAR | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 6153851006 | PhoneNum |
| Signature | 2024-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN MOSES | PreparerPersonNm |
| PTIN | P02156583 | PTIN |
| Phone | 6153836592 | PhoneNum |
| 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 | $55,355,294 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $204,809 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $204,809 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $887,341 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $887,341 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,966,237 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,505,436 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,966,237 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $234,901 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $148,558 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,293,288 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,206,945 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $278,351 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $254,157 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,274 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,031 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,560 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,696 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $115,350 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39,015 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,391 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,483 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,161 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,863 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,084 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $562,901 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $488,722 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,059,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $527,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $397,720 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,751,413 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,751,413 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,811,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $527,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,149,133 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,482,113 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,679,208 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,016,653 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,131,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,131,565 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,696,146 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,037,339 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,850,870 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,309,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,014,202 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,489,231 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,709,086 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $35,324,253 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,014,809 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,463,102 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,269 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,269 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $41,191,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,641,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,355,294 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $41,191,776 | CapitalStockBOYAmt |
| Capital Stock EOY | $44,641,247 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,191,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,641,247 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,191,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,641,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,191,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,482,113 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,673,889 | SubtotalAmt |
| Other Decreases | $32,642 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,641,247 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DIVERSIFIED TRUST COMPANY 1016 ST COVERED | P | 2023-12-31 | $163,627 | $135,000 | $28,627 | $28,627 |
| DIVERSIFIED TRUST COMPANY 1016 LT COVERED | P | 2023-12-31 | $6,966,154 | $6,182,631 | $783,523 | $783,523 |
| DIVERSIFIED TRUST COMPANY 1016 LT UNCOVERED | P | 2023-12-31 | $5,486,769 | $4,400,000 | $1,086,769 | $1,086,769 |
| BNY MELLON 2091 ST COVERED | P | 2023-12-31 | $8,192,738 | $8,189,213 | $3,525 | $3,525 |
| BNY MELLON 2075 ST COVERED | P | 2023-12-31 | $8,879,826 | $8,889,868 | -$10,042 | -$10,042 |
| BNY MELLON 2067 ST COVERED | P | 2023-12-31 | $5,239,839 | $5,240,152 | -$313 | -$313 |
| BNY MELLON 2034 ST COVERED | P | 2023-12-31 | $4,618,538 | $4,619,650 | -$1,112 | -$1,112 |
| BNY MELLON 2083 ST COVERED | P | 2023-12-31 | $3,242,368 | $3,250,461 | -$8,093 | -$8,093 |
| BNY MELLON 2042 ST COVERED | P | 2023-12-31 | $6,121,908 | $6,124,125 | -$2,217 | -$2,217 |
| BNY MELLON 2059 ST COVERED | P | 2023-12-31 | $4,941,825 | $4,919,185 | $22,640 | $22,640 |
| BNY MELLON 2026 ST COVERED | P | 2023-12-31 | $200,000 | $200,000 | $0 | $0 |
| BNY MELLON 2018 LT COVERED | P | 2023-12-31 | $6,870,559 | $6,902,460 | -$31,901 | -$31,901 |
| BNY MELLON 2018 ST COVERED | P | 2023-12-31 | $6,195,053 | $4,061,705 | $2,133,348 | $2,133,348 |
| K-1: INTERNATIONAL EQUITY COMMON TRUST FUND | P | 2023-12-31 | $43,528 | -$43,528 | -$43,528 | |
| K-1: INTERNATIONAL EQUITY COMMON TRUST FUND | P | 2023-12-31 | $392,964 | $392,964 | $392,964 | |
| K-1: DTC PRIVATE EQUITY IV, LP | P | 2023-12-31 | $55 | -$55 | -$55 | |
| K-1: DTC PRIVATE EQUITY IV, LP | P | 2023-12-31 | $204,270 | $204,270 | $204,270 | |
| K-1: DTC PRIVATE EQUITY V, LP | P | 2023-12-31 | $4,496 | $4,496 | $4,496 | |
| K-1: DTC PRIVATE EQUITY V, LP | P | 2023-12-31 | $283,409 | $283,409 | $283,409 | |
| K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP | P | 2023-12-31 | $4 | -$4 | -$4 | |
| K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP | P | 2023-12-31 | $7,227 | -$7,227 | -$7,227 | |
| K-1: DTC SHORT DURATION FIXED INCOME COMMON TRUST FUND | P | 2023-12-31 | $5,055 | $5,055 | $5,055 | |
| K-1: DTC SHORT DURATION FIXED INCOME COMMON TRUST FUND | P | 2023-12-31 | $22,986 | -$22,986 | -$22,986 | |
| K-1: CORE FIXED INCOME COMMON TRUST FUND | P | 2023-12-31 | $7,422 | -$7,422 | -$7,422 | |
| K-1: CORE FIXED INCOME COMMON TRUST FUND | P | 2023-12-31 | $319,382 | -$319,382 | -$319,382 | |
| K-1: DTC PRIVATE EQUITY VI-Q, LP | P | 2023-12-31 | $343 | $343 | $343 | |
| K-1: DTC PRIVATE EQUITY VI-Q, LP | P | 2023-12-31 | $73,831 | $73,831 | $73,831 | |
| K-1: DTC US CORE EQUITY CTF | P | 2023-12-31 | $352,454 | $352,454 | $352,454 | |
| K-1: DTC US CORE EQUITY CTF | P | 2023-12-31 | $49,581 | $49,581 | $49,581 | |
| K-1: METROPOLITAN REAL ESTATE PARTNERS SECONDARY FUND | P | 2023-12-31 | $24,145 | -$24,145 | -$24,145 | |
| CAPITAL GAINS DIVIDENDS | P | $19,829 | $19,829 | $19,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,966,237 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,941 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $78,941 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $78,941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68,978 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $93,978 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,037 | OverpaymentAmt |
| Applied To ES Tax | $15,037 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.MADDOXFUND.ORG | WebsiteAddressTxt |
| Individual With Books | REV MARY K FRISKICS-WARREN | IndividualWithBooksNm |
| Phone | 6154818787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TAYLOR STREET A-20 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37208 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| ANA ESCOBAR | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | CHAIR | 1.00 | $0 | $0 | $0 |
| INDIRA DAMMU | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | VICE-CHAIR | 1.00 | $0 | $0 | $0 |
| STEPHANIE MAHNKE | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| KASAR ABDULLA | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CATHY BENDER | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREA BLACKMAN | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID ESQUIVEL | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MELISSA GORDON | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HERMAN HICKS | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TOMMYE MADDOX | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HASINA MOHYUDDIN | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMAAL SHEATS | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY K FRISKICS-WARREN | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | EXECUTIVE DIRECTOR | 40.00 | $161,296 | $27,293 | $0 |
| JOSEPH GUTIERREZ | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | PROGRAM OFFICER | 40.00 | $105,680 | $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 | $51,057,680 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,632,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,689,851 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,689,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $805,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,884,503 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,644,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,644,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,941 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,416 | IncomeTaxAmt |
| Total Tax | $82,357 | TotalTaxAmt |
| Distributable Before Adj | $2,561,868 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,561,868 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,561,868 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,149,133 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,149,133 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,561,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,317,406 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,149,133 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,317,406 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $831,727 | 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 | $1,730,141 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAN AND MARGARET MADDOX CHARITABLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TAYLOR STREET SUITE A -20 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6153851006 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION IS FILED ONLINE AT WWW.MADDOXFUND.ORG ONLINE APPLICATION INCLUDES: ORGANIZATION HISTORY, PROGRAM DESCRIPTIONS, OUTCOMES AND BUDGET (ON REQUIRED FORM). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15 OF EACH YEAR. SEE WEB SITE AT WWW.MADDOXFUND.ORG FOR MORE DETAILS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MADDOX MAKES GRANTS IN THE 40 MIDDLE TENNESSEE COUNTIES IN THE AREAS OF YOUTH AND THE ENVIRONMENT. MADDOX SEEKS A WORLD IN WHICH PEOPLE AND PLANET FLOURISH TOGETHER IN REGENERATIVE SYSTEMS FREE FROM OPPRESSION AND THREAT. MORE DETAILS ABOUT ELIGIBILITY, PRIORITIES AND RESTRICTIONS AS WELL AS THE APPLICATION PROCESS CAN BE FOUND ON THE WEB SITE WWW.MADDOXFUND.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF MIDDLE TENNESSEE | ||||||||
| 105 CONTINENTAL PLACE SUITE 160 | NASHVILLE | TN | 37027 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $15,000 | |
| AMERICAN BAPTIST COLLEGE | ||||||||
| 1800 BAPTIST WORLD CENTER DR | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT | $35,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF TENNESSEE | ||||||||
| PO BOX 120160 | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO PROVIDE PAID YOUTH INTERNSHIPS | $25,000 | |
| AMERICAN MUSLIM ADVISORY COUNCIL | ||||||||
| 2195 NOLENSVILLE PK | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $25,500 | |
| BACKFIELD IN MOTION | ||||||||
| 920 WOODLAND ST | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $10,000 | |
| BEECH CREEK MINISTRIES | ||||||||
| 3101 CURTIS ST | NASHVILLE | TN | 37218 | NONE | PUBLIC | TO SUPPORT CENTER FOR IMAGINATION NATURE PROGRAM | $5,000 | |
| BETHLEHEM CENTERS OF NASHVILLE | ||||||||
| 1417 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE COVID-RELATED SAFETY EQUIPMENT | $15,000 | |
| BEWELL IN SCHOOL | ||||||||
| 2817 WEST END AVE STE 126 340 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $25,000 | |
| BIG BROTHERSBIG SISTERS OF MID-TN | ||||||||
| 1704 CHARLOTTE AVE STE 130 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT YOUTH GENDER AND SEXUALITY ALLIANCE | $2,500 | |
| BROOKLYN HEIGHTS COMMUNITY GARDEN | ||||||||
| 1830 HAYNES ST | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS | $25,000 | |
| CENTER FOR CONTEMPLATIVE JUSTICE | ||||||||
| 5201 ALABAMA AVENUE | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT YOUTH PROGRAMMING AT INCLUSION TENNESSEE | $30,000 | |
| CENTER FOR NONPROFIT MANAGEMENT | ||||||||
| 37 PEABODY ST STE 201 | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO PROVIDE GENERAL OPERATING SUPPORT | $553 | |
| CIVIC TN | ||||||||
| 5016 CENTENNIAL BLVD STE 200 | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $10,000 | |
| CO-CONSPIRATOR INSTITUTE | ||||||||
| PO BOX 41887 | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH WORK | $10,000 | |
| COMMUNITY FOUNDATION OF MIDDLE TN | ||||||||
| 3833 CLEGHORN AVE | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT GIVINGMATTERS.COM | $7,500 | |
| CONEXION AMERICAS | ||||||||
| 2195 NOLENSVILLE ROAD | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $40,000 | |
| CONFLUENCE PHILATHROPY | ||||||||
| 209 W 29TH ST BOX 6169 | NEW YORK | NY | 10001 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT | $1,650 | |
| CUMBERLAND RIVER COMPACT | ||||||||
| 2 VICTORY AVENUE STE 300 | NASHVILLE | TN | 37213 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS | $15,000 | |
| D-Y-M-O-N IN THE ROUGH | ||||||||
| PO BOX 330816 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $20,000 | |
| EAST NASHVILLE HOPE EXCHANGE | ||||||||
| PO BOX 68423 | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $12,000 | |
| ELMAHABA CENTER | ||||||||
| 705 AYLESFORD CT | FRANKLIN | TN | 37069 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS IN TENNESSEE | $25,000 | |
| EQUITY ALLIANCE | ||||||||
| PO BOX 331821 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $70,000 | |
| FRANKTOWN OPEN HEARTS | ||||||||
| 412 CUMMINS STREET | FRANKLIN | TN | 37064 | NONE | PUBLIC | TO SUPPORT HUNTING AND FISHING PROGRAMS | $9,500 | |
| FRIENDS OF MILL RIDGE PARK | ||||||||
| 5333 HICKORY HOLLOW PARKWAY | ANTIOCH | TN | 37013 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS | $25,000 | |
| FROM YOUR FATHER | ||||||||
| PO BOX 41253 | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $25,000 | |
| FUTURO INC | ||||||||
| 301 S PERIMETER PARK DR | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $40,000 | |
| GIDEON'S ARMY GRASSROOTS ARMY FOR C | ||||||||
| PO BOX 280867 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $20,000 | |
| GRANTMAKERS CONCERNED WITH IMMIGRAN | ||||||||
| PO BOX 2178 | PETALUMA | CA | 94953 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT | $2,500 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZAT | ||||||||
| 1310 L STREET NW SUITE 650 | WASHINGTON | DC | 30005 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT | $1,500 | |
| HIGHLANDER RESEARCH EDUCATION CENTE | ||||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT | $1,000 | |
| HUMAN TRAFFICKING SURVIVORS COURT FOUNDATION | ||||||||
| 1516 16TH AVENUE SOUTH | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $100 | |
| INTER-RELIGIOUS FOUNDATION FOR COMMUNITY ORGANIZATION | ||||||||
| 418 WEST 145TH STREET | NEW YORK | NY | 10031 | NONE | PUBLIC | TO SUPPORT THE TENNESSEE STUDENT SOLIDARITY NETWORK | $15,000 | |
| JEFFERSON STREET UNITED MERCHANTS PARTNERSHIP | ||||||||
| 1215 9TH AVE N STE 201 | NASHVILLE | TN | 37208 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $100 | |
| LAUNCH MENTORSHIP | ||||||||
| 1613 MALLARD CREEK COURT | ANTIOCH | TN | 37013 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $10,000 | |
| LAUNCH PAD | ||||||||
| PO BOX 330569 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $70,000 | |
| LEGACY MISSION VILLAGE | ||||||||
| PO BOX 2984 | BRENTWOOD | TN | 37024 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $20,000 | |
| MASHUP | ||||||||
| 309 PLUS PARK BOULEVARD STE 211 | NASHVILLE | TN | 37217 | NONE | PUBLIC | TO SUPPORT TRANS AID NASHVILLE | $15,000 | |
| MONROE HARDING INC | ||||||||
| 1 VANTAGE WAY STE C165 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $10,000 | |
| MOSAIC CHANGEMAKERS | ||||||||
| PO BOX 90221 | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT EDUCATION PROGRAMS | $25,000 | |
| MURFREESBORO MUSLIM YOUTH | ||||||||
| PO BOX 330735 | MURFREESBORO | TN | 37133 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $15,000 | |
| MUSIC CITY CONSTRUCTION CAREERS INC | ||||||||
| PO BOX 290153 | NASHVILLE | TN | 37229 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $20,000 | |
| NASHVILLE FREEDOM SCHOOL PARTNERSHI | ||||||||
| 104 FITZPATRICK COURT | NASHVILLE | TN | 37214 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $50,100 | |
| NASHVILLE INTERNATIONAL CENTER FOR | ||||||||
| 417 WELSHWOOD DR SUITE 100 | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $40,000 | |
| NASHVILLE ORGANIZED FOR ACTION AND | ||||||||
| PO BOX 331144 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $20,000 | |
| NASHVILLE PEACE AND JUSTICE CENTER | ||||||||
| 530 26TH AVE N | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS OF SUNRISE MOVEMENT | $50,000 | |
| NASHVILLE PEACEMAKERS | ||||||||
| 830 FESSLERS PARKWAY SUITE 106 | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $15,000 | |
| NASHVILLE TEACHER RESIDENCY | ||||||||
| 1224 MARTIN STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $25,000 | |
| NATIONS MINISTRY CENTER | ||||||||
| PO BOX 128154 | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $15,000 | |
| NATIVE AMERICAN INDIAN ASSOCIATION | ||||||||
| 230 SPENCE LN | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $10,000 | |
| OASIS CENTER | ||||||||
| 1704 CHARLOTTE AVE STE 200 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $20,000 | |
| ONE WILLCO | ||||||||
| PO BOX 88 | THOMPSONS STN | TN | 37179 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $30,000 | |
| PENCIL FOUNDATION | ||||||||
| 7199 COCKRILL BEND BLVD | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $10,000 | |
| PHILANTHROPY SOUTHEAST | ||||||||
| 100 PEACHTREE NW SUITE 2080 | ATLANTA | GA | 30303 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT | $10,710 | |
| PLANNED PARENTHOOD OF TENNESSEE AND NORTH MISSISSIPPI | ||||||||
| 50 VANTAGE WAY SUITE 255 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $30,000 | |
| RAPHAH INSTITUTE | ||||||||
| 3280 WOODPOINT DR | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $25,000 | |
| RECYCLE REINVEST | ||||||||
| 610 N 3RD ST | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS | $35,000 | |
| SALAMA URBAN MINISTRIES | ||||||||
| 1205 8TH AVENUE SOUTH | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $40,000 | |
| SOUTHEASTERN CENTER FOR COOPERATIVE | ||||||||
| 1301 DICKERSON PIKE DRIVE | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS OF WATER BEAR COOPERATIVE LAND DEVELOPMENT | $25,000 | |
| SOUTHERN MOVEMENT COMMITTEE | ||||||||
| 2201 GILMORE CROSSING LN | NASHVILLE | TN | 37218 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $70,000 | |
| SOUTHERN WORD INC | ||||||||
| 1704 CHARLOTTE AVENUE SUITE 200 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $20,000 | |
| TENNESEE AQUATIC PROJECT AND DEVELO | ||||||||
| 1309 JACKSON ST | NASHVILLE | TN | 37208 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $8,000 | |
| TENNESSEE EDUCATORS OF COLOR ALLIAN | ||||||||
| 41 PEABODY ST | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $62,000 | |
| TENNESSEE ENVIRONMENTAL COUNCIL | ||||||||
| ONE VANTAGE WAY STE E-250 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR ENVIRONMENTAL PROGRAMS | $15,000 | |
| TENNESSEE IMMIGRANT AND REFUGEE RIG | ||||||||
| 3310 EZELL RD | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH AND ENVIRONMENTAL PROGRAMS | $60,000 | |
| TENNESSEE JUSTICE FOR OUR NEIGHBORS | ||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $30,000 | |
| TENNESSEE NONPROFIT NETWORK | ||||||||
| 66 S COOPER ST 5TH FLOOR | MEMPHIS | TN | 38104 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT | $10,000 | |
| TENNESSEE STATE UNIVERSITY FOUNDATI | ||||||||
| 3500 JOHN A MERRITT BLVD CAMPUS BOX | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT ASSESSMENT OF TSU STUDENT CAREER GOALS AND NEEDS IN URBAN FORESTRY | $75,000 | 9542 |
| THE EDUCATION TRUST | ||||||||
| 1501 K ST NW STE 200 | WASHINGTON | DC | 20005 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS IN TENNESSEE | $50,000 | |
| THE FIND FAMILIES IN NEED OF DIRECT | ||||||||
| 2787 SMITH SPRINGS ROAD | NASHVILLE | TN | 37217 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $36,000 | |
| UNMANAGEABLE | ||||||||
| 220 NATHAN DRIVE | GOODLETTSVILLE | TN | 37072 | NONE | PUBLIC | TO SUPPORT RISE & SHINE TENNESSEE | $40,000 | |
| WOMEN OF COLOR COLLABORATIVE | ||||||||
| 2016 COOPER LANE | NASHVILLE | TN | 37216 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $30,200 | |
| WORKERS' DIGNITY PROJECT | ||||||||
| 335 WHITSETT ROAD | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT OPERATING SUPPORT FOR YOUTH PROGRAMMING | $15,000 | |
| YWCA | ||||||||
| 1608 WOODMONT BLVD | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT FOR YOUTH PROGRAMS | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,751,413 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204,809 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $887,341 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,966,237 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (11 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1:METRO REAL ESTATE | 531390 | -$17 | 14 | $13,388 |
| K-1: DTC SHORT DURATION | 14 | |||
| K-1: DTC PRIVATE EQ IV | $30,698 | 14 | -$12,404 | |
| K-1: METROPOLITAN REAL ESTATE SECONDARY | 531390 | -$18,964 | 14 | $46,864 |
| K-1: CORE FIXED INCOME CTF | 14 | |||
| K-1: DTC PRIVATE EQ V | $145,843 | 14 | $34,843 | |
| K-1: DTC PRIVATE EQ VI | -$38,995 | 14 | $18,845 | |
| K-1: AEW PARTNERS FUND VIII FEEDER LP | -$32,222 | 14 | $45,241 | |
| K-1: DTC US COCRE EQUITY CTF | 14 | |||
| K-1: INTERNATIONAL EQUITY COMMON TRUST FUND | 14 | |||
| K-1: ENERGY TRANSFER LP SERIES G | 14 | $1,781 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $86,343 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,206,945 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,293,288 | 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 | $24,980 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WESTFULLER COPORATE BONDS | BondNm |
| EOY Book Value | $3,489,231 | EOYBookValueAmt |
| EOYFMV | $3,709,086 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FEDERAL MONEY MARKET FUND | $2,687,120 | $2,687,120 |
| WESTFULLER COMMON STOCKS | $18,454,461 | $20,134,925 |
| WESTFULLER REAL ESTATE INVESTMENT TRUSTS | $167,915 | $192,157 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,052,464 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,106,689 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $4,643,682 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,930,650 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AEW PARTNERS FUN DVIII FEEDER, L.P. | AT COST | $201,984 | $547,209 |
| DTC PRIVATE EQUITY IV, LP | AT COST | $1,027,789 | $2,222,254 |
| DTC PRIVATE EQUITY VI, LP | AT COST | $3,550,000 | $5,728,250 |
| DTC PRIVATE EQUITY V-Q LP | AT COST | $2,390,703 | $5,589,966 |
| METRO REAL ESTATE PARTNERS GLOBAL V, LP | AT COST | $275,155 | $412,711 |
| METROPOLITAN REAL ESTATE PARTNERS SCIF | AT COST | $1,129,659 | $1,375,730 |
| WINSTON GLOBAL | AT COST | $1,656,718 | $2,800,545 |
| WESTFULLER ASSET BACKED SECURITIES | AT COST | $2,782,801 | $2,786,437 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP PASS-THROUGH | Desc |
| Amt | $32,642 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD & COMMITTEE ACTIVITIES | $7,291 | $0 | $5,468 |
| INSURANCE | $9,879 | $0 | $7,409 |
| INVESTMENT EXPENSES | $115,758 | $115,758 | $0 |
| K-1: CORE FIXED INCOME | $5,244 | $5,244 | $0 |
| K-1: DTC PRIVATE EQUITY IV, LP | $38,569 | $38,569 | $0 |
| K-1: DTC PRIVATE EQUITY V-Q, LP | $141,696 | $141,696 | $0 |
| K-1: DTC SHORT DURATION FIXED INCOME | $1,169 | $1,169 | $0 |
| K-1: INTERNATIONAL EQUITY COMMON TRUST | $17,128 | $17,128 | $0 |
| K-1: METRO REAL ESTATE PARTNERS | $6,551 | $6,551 | $0 |
| K-1: METRO REAL ESTATE PARTNERS SECONDARY | $15,127 | $15,127 | $0 |
| MISCELLANEOUS | $13,919 | $0 | $13,832 |
| OFFICE EXPENSE | $43,090 | $0 | $36,491 |
| K-1: AEW PARTNERS FUND VIII FEEDER | $3,013 | $3,013 | $0 |
| K-1: DTC PRIVATE EQUITY VI-Q, LP | $140,993 | $140,993 | $0 |
| K-1: DTC US CORE EQUITY ETF | $3,474 | $3,474 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1:METRO REAL ESTATE | $13,371 | $13,388 | $13,371 |
| K-1: DTC PRIVATE EQ IV | $18,294 | -$12,404 | $18,294 |
| K-1: METROPOLITAN REAL ESTATE SECONDARY | $27,900 | $46,864 | $27,900 |
| K-1: DTC PRIVATE EQ V | $180,686 | $34,843 | $180,686 |
| K-1: DTC PRIVATE EQ VI | -$20,150 | $18,845 | -$20,150 |
| K-1: AEW PARTNERS FUND VIII FEEDER LP | $13,019 | $45,241 | $13,019 |
| K-1: ENERGY TRANSFER LP SERIES G | $1,781 | $1,781 | $1,781 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE | $3,744 | $0 | $3,463 |
| CONSULTANTS | $17,816 | $0 | $9,233 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $21,233 | $0 | $19,391 |
| FROM K-1'S: FOREIGN INCOME TAXES | $29,759 | $29,759 | $0 |
| FEDERAL INCOME TAXES PAID | $55,102 | $0 | $0 |
| FOREIGN INCOME TAX - FORM 1099 | $9,256 | $9,256 | $0 |
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