MEMORIAL FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MEMORIAL FOUNDATION INC (EIN 62-1202302)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-12
IRS object ID
202433179349102393
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-12T13:41:06-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620713250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KRAFTCPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 GREAT CIRCLE ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN621202302EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEMORIAL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEMOBusinessNameControlTxt
Phone6158229499PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1855 SKYLINE RIDGE DRIVEAddressLine1Txt
CityMADISONCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37115ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT PERRYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6158229499PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
Form8822 B AttachedYes (X)Form8822BAttachedInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA L LONGPreparerPersonNm
PTINP00547043PTIN
Phone6152427351PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$136,429,313FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,365ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$650,459InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$650,459InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,887,930DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,887,930DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$706,328NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,612,337GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$706,328CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$607,319OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$607,319OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$7,865,401TotalRevAndExpnssAmt
Total Net Invst Incm$7,852,036TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$639,979CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$594,739CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$160,192OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$160,192OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$233,016PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$208,210PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$477,277OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$399,198OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$43,043OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$226,084TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,981TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$48,233TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$5,980DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$131,470OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$118,323OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$74,310OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$66,879OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,948,308TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$411,179TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,239,619TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,330,020ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,330,020ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,278,328TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$411,179TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,569,639TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$587,073ExcessRevenueOverExpensesAmt
Net Investment Income$7,440,857NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,529,365CashBOYAmt
Cash EOY$13,301,936CashEOYAmt
Cash EOYFMV$13,301,936CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,790,451SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$249,630SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$249,630SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$17,553PrepaidExpensesBOYAmt
Prepaid Expenses EOY$18,091PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$18,091PrepaidExpensesEOYFMVAmt
Invst Land Cost Or Other Basis$1,572,932InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$164,777InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$15,711LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$1,408,155LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$1,408,155LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$117,099,844OtherInvestmentsBOYAmt
Other Investments EOY$121,351,518OtherInvestmentsEOYAmt
Other Investments EOYFMV$121,351,518OtherInvestmentsEOYFMVAmt
Other Assets BOY$302,553OtherAssetsBOYAmt
Other Assets EOY$99,983OtherAssetsEOYAmt
Other Assets EOYFMV$99,983OtherAssetsEOYFMVAmt
Total Assets BOY$128,755,477TotalAssetsBOYAmt
Total Assets EOY$136,429,313TotalAssetsEOYAmt
Total Assets EOYFMV$136,429,313TotalAssetsEOYFMVAmt
Accounts Payable BOY$175,701AccountsPayableBOYAmt
Accounts Payable EOY$452,715AccountsPayableEOYAmt
Grants Payable BOY$305,000GrantsPayableBOYAmt
Grants Payable EOY$380,000GrantsPayableEOYAmt
Other Liabilities BOY$361,701OtherLiabilitiesBOYAmt
Other Liabilities EOY$239,894OtherLiabilitiesEOYAmt
Total Liabilities BOY$842,402TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,072,609TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$125,431,211NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$132,799,490NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$2,481,864DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$2,557,214DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$127,913,075TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$135,356,704TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$128,755,477TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$136,429,313TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$127,913,075TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$587,073ExcessRevenueOverExpensesAmt
Other Increases$6,856,556OtherIncreasesAmt
Subtotal$135,356,704SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$135,356,704TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
FROM PASSTHRU$240,415$240,415$240,415
PUBLICLY TRADED SECURITIES$1,887,911$460,943$460,943$1,426,968
PUBLICLY TRADED SECURITIES$484,011$4,970$4,970$479,041
FieldValueIRS element (for citing)
Capital Gain Net Income$706,328CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$103,428InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$103,428SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$103,428TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$129,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$60,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$189,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$85,772OverpaymentAmt
Applied To ES Tax$85,772AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.MEMFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksMORGAN HAYESIndividualWithBooksNm
Phone6158229499PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1855 SKYLINE RIDGE DRIVEAddressLine1Txt
CityMADISONCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37115ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT S PERRY
855 SKYLINE RIDGE DRIVEMADISONTN37115PRESIDENT40.00$314,587$0$0
JACKSON ROUTH
855 SKYLINE RIDGE DRIVEMADISONTN37115VICE PRES, PROGRAMS AND GRANTS40.00$187,585$0$0
JUDY MILLIKEN
855 SKYLINE RIDGE DRIVEMADISONTN37115FORMER VICE PRES, FINANCE40.00$118,827$0$0
MORGAN HAYES
855 SKYLINE RIDGE DRIVEMADISONTN37115CONTROLLER40.00$18,981$0$0
DAVID E MCKEE
855 SKYLINE RIDGE DRIVEMADISONTN37115CHAIR0.10$0$0$0
VARINA F BUNTIN
855 SKYLINE RIDGE DRIVEMADISONTN37115VICE CHAIR0.10$0$0$0
ALFONZO ALEXANDER
855 SKYLINE RIDGE DRIVEMADISONTN37115SECRETARY0.10$0$0$0
FRANK GRACE JR
855 SKYLINE RIDGE DRIVEMADISONTN37115DIRECTOR0.10$0$0$0
GEORGE C PAINE II
855 SKYLINE RIDGE DRIVEMADISONTN37115DIRECTOR0.10$0$0$0
SHANNA L JACKSON
855 SKYLINE RIDGE DRIVEMADISONTN37115DIRECTOR0.10$0$0$0
FRANK GORDON
855 SKYLINE RIDGE DRIVEMADISONTN37115DIRECTOR0.10$0$0$0
BETH LITTLE
855 SKYLINE RIDGE DRIVEMADISONTN37115DIRECTOR0.10$0$0$0
DREW R MADDUX SR
855 SKYLINE RIDGE DRIVEMADISONTN37115TRUSTEE EMERITUS0.10$0$0$0
J EDWARD PEARSON
855 SKYLINE RIDGE DRIVEMADISONTN37115DIRECTOR0.10$0$0$0
V SEENU REDDY
855 SKYLINE RIDGE DRIVEMADISONTN37115DIRECTOR0.10$0$0$0
EDDIE PHILLIPS
855 SKYLINE RIDGE DRIVEMADISONTN37115DIRECTOR0.10$0$0$0
MELVIN J MALONE
855 SKYLINE RIDGE DRIVEMADISONTN37115DIRECTOR0.10$0$0$0
JO SANDERS
855 SKYLINE RIDGE DRIVEMADISONTN37115TRUSTEE EMERITUS0.10$0$0$0
BARBARA SPRINGER
855 SKYLINE RIDGE DRIVEMADISONTN37115DIRECTOR0.10$0$0$0
MICHELE WILLIAMS
855 SKYLINE RIDGE DRIVEMADISONTN37115DIRECTOR0.10$0$0$0
FLEMING WILT
855 SKYLINE RIDGE DRIVEMADISONTN37115DIRECTOR0.10$0$0$0
L DALE BECK
855 SKYLINE RIDGE DRIVEMADISONTN37115TRUSTEE EMERITUS0.00$0$0$0
FRANK M BUMSTEAD
855 SKYLINE RIDGE DRIVEMADISONTN37115TRUSTEE EMERITUS0.00$0$0$0
GINI PUPO-WALKER
855 SKYLINE RIDGE DRIVEMADISONTN37115TRUSTEE EMERITUS0.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JOYCE DOUGLAS
855 SKYLINE RIDGE DRIVEMADISONTN37115EXECUTIVE ASSISTANT40.00$81,692$0$0
LAUREN WILLOUGHBY
855 SKYLINE RIDGE DRIVEMADISONTN37115PROGRAM OFFICER40.00$78,500$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$118,441,914AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,553,996AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$130,995,910TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$130,995,910AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,964,939CashDeemedCharitableAmt
Net Vl Noncharitable Assets$129,030,971NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,451,549MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,451,549MinimumInvestmentReturnAmt
Tax Based On Investment Income$103,428TaxBasedOnInvestmentIncomeAmt
Total Tax$103,428TotalTaxAmt
Distributable Before Adj$6,348,121DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,348,121DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,348,121DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,569,639ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,569,639QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,348,121DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$7,948ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,007,420ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,015,368TotalExcessDistributionCyovAmt
Qualifying Distributions$6,569,639QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,348,121AppliedToCurrentYearAmt
Remaining Distri From Corpus$221,518RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,236,886TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,236,886ExcessDistriCyovToNextYrAmt
Excess From Year2$7,948ExcessFromYear2Amt
Excess From Year1$1,007,420ExcessFromYear1Amt
Excess From Current Year$221,518ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (194 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
100 BLACK MEN OF MIDDLE TENNESSEE
PO BOX 140789NASHVILLETN37214NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$45,000
413 STRONG
PO BOX 101425NASHVILLETN37224NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
A SOLDIER'S CHILD
1197 HAZELWOOD DRSMYRNATN37167NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
A STEP AHEAD FOUNDATION OF MIDDLE TENNESSEE
POBOX 159002NASHVILLETN37215NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
ABLE YOUTH
200 MALLORY LANE SUITE 130-542FRANKLINTN37067NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
ACHILLES INTERNATIONAL-NASHVILLE CHAPTER
101 46TH AVE NNASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
ADVENTURE SCIENCE CENTER NASHVILLE
800 FORT NEGLEY BLVDNASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
ADVOCATES FOR WOMEN'S & KIDS' EQUALITY (AWAKE) INC
PO BOX 68332NASHVILLETN37206NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
AGAPE
4555 TROUSDALE DRIVENASHVILLETN37204NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$90,000
AGEWELL MIDDLE TENNESSEE
95 WHITE BRIDGE ROAD SUITE 250NASHVILLETN37205NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$20,000
ALIVE HOSPICE
1718 PATTERSON STNASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
AMERICAN CANCER SOCIETY-GREATER NASHVILLE AREA
2000 CHARLOTTE AVENUENASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
AMERICAN RED CROSS-NASHVILLE AREA CHAPTER
2201 CHARLOTTE AVENASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
ANDREW JACKSON FOUNDATION
4580 RACHELS LANEHERMITAGETN37076NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$35,000
ASHLEY'S PLACE
315 W SMITH STGALLATINTN37066NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$26,000
BACKFIELD IN MOTION
920 WOODLAND STREETNASHVILLETN37206NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$45,000
BAREFOOT REPUBLIC CAMP
1226 LAKEVIEW DR STE CFRANKLINTN37067NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$2,500
BEGIN ANEW
1111 FOSTER AVENUENASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
BETHLEHEM CENTERS OF NASHVILLE
1417 CHARLOTTE AVENUENASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
BIG BROTHERS BIG SISTERS OF MIDDLE TENNESSEE
1704 CHARLOTTE AVE 130NASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$40,000
BLIND EARLY SERVICES OF TENNESSEE
725 HILL RDBRENTWOODTN37027PUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
BOY SCOUTS OF AMERICA MIDDLE TENNESSEE COUNCIL
PO BOX 150409NASHVILLETN37215NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
BOYS & GIRLS CLUBS OF MIDDLE TENNESSEE
1704 CHARLOTTE AVE SUITE 200NASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$50,000
BRIDGES FOR THE DEAF & HARD OF HEARING
935 EDGEHILL AVENASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
BUILDING LIVES FOUNDATION
2000 MALLORY LANE SUITE 130-166FRANKLINTN37067NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$40,000
CASA NASHVILLE
340 21ST AVE NNASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
CATHOLIC CHARITIES OF TENNESSEE
2806 MCGAVOCK PIKENASHVILLETN37214PUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
CENTENNIAL PARK CONSERVANCY
2565 PARK PLAZANASHVILLETN37212NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$12,500
CENTER FOR NONPROFIT MANAGEMENT
37 PEABODY STREET SUITE 201NASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$45,000
CHRISTIAN COOPERATIVE MINISTRY
PO BOX 462MADISONTN37116NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
COMMUNITIES IN SCHOOLS OF TENNESSEE
1207 18TH AVENUE SNASHVILLETN37212NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$40,000
COMMUNITY CARE FELLOWSHIP
511 S 8TH ST PO BOX 60068NASHVILLETN37206NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$60,000
COMMUNITY LIFE BRIDGE
177 E MAIN SUITE 1HENDERSONVILLETN37075NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
CORNER TO CORNER
PO BOX 60646NASHVILLETN37206NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
COTTAGE COVE URBAN MINISTRIES
4908 AQUATIC RDNASHVILLETN37211NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
CROSSBRIDGE
335 MURFREESBORO PIKENASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$12,500
CROSSROADS CAMPUS
707 MONROE STREETNASHVILLETN37208NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$35,000
DAYBREAK ARTS
1207 DICKERSON PIKENASHVILLETN37207PUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
DISMAS
2424 CHARLOTTE AVENUENASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
EAST NASHVILLE HOPE EXCHANGE
419 WOODLAND STNASHVILLETN37206NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
EMPOWER ME CENTER
223 BLUEGRASS CIRLEBANONTN37090NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$4,000
ANCORA TN
PO BOX 160069NASHVILLETN37216NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$45,000
EQUAL CHANCE FOR EDUCATION
3715 WEST END AVENUENASHVILLETN37205NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
EXECUTIVE WOMEN INTERNATIONAL
1288 SUMMIT AVENUE STE 107 BOX 124OCONOMOWOCWI53066NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$2,000
FAITH FAMILY MEDICAL CENTER
326 21ST AVENUE NORTHNASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$60,000
FAMILY & CHILDREN'S SERVICE
2400 CLIFTON AVENUENASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$40,000
FAMILY CENTER
139 THOMPSON LANENASHVILLETN37211NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$70,000
FANNIE BATTLE DAY HOME FOR CHILDREN
108 CHAPEL AVENUENASHVILLETN37206NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
FIRST STEPS
1900 GRAYBAR LANENASHVILLETN37215NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
FRIENDS OF SHELBY PARK
401 S 20TH STNASHVILLETN37206PUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
FRIENDS OF THE GALLATIN PUBLIC LIBRARY
C/O FRIENDS OF THE EDWARD WARDGALLATINTN37066NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$80,420CAMMACK GALLATIN PUBLIC LIBRARY
FRIENDS OF WARNER PARK
50 VAUGHN RDNASHVILLETN37221PUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
FRIST ART MUSEUM
919 BROADWAYNASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
GALLATIN DAY CARE CENTER
108 SOUTHPARK CIRGALLATINTN37066NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$53,500
GALLATIN SHALOM ZONE
600 SMALL STREET SUITE 107 BOX 8GALLATINTN37066NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
GILDA'S CLUB MIDDLE TENNESSEE
1707 DIVISION STREETNASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$40,000
GIRL SCOUTS OF MIDDLE TENNESSEE
4522 GRANNY WHITE PIKENASHVILLETN37204NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
GIVINGMATTERSCOM
3833 CLEGHORN AVE STE 400NASHVILLETN37215NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
GOAL-COLLECTIVE (FORMALLY ADULT EDUCATION COL IMPACT
C/O NASHVILLE ADULT LITERACYNASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$20,000COUNCIL
GOODPASTURE CHRISTIAN SCHOOL
619 W DUE WEST AVENUEMADISONTN37115NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$12,500
GORDON JEWISH COMMUNITY CENTER
801 PERCY WARNER BLVDNASHVILLETN37205NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$35,000
GRACE PLACE MINISTRY
PO BOX 1771HENDERSONVILLETN37077NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$40,000
GREATER FAITH COMMUNITY ACTION CORPORATION
PO BOX 215SPRINGFIELDTN37172NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
HABITAT FOR HUMANITY OF SUMNER COUNTY
327 SUMNER HALL DRGALLATINTN37066NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$6,500
HANDS ON NASHVILLE
37 PEABODY STREETNASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$40,000
HARVEST HANDS COMMUNITY DEVELOPMENT CORPORATION
155 B OLD HERMITAGE AVENASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$20,000
HEALING HOUSING
313 W MAIN STHENDERSONVILLETN37075NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
HEAR NASHVILLE
PO BOX 210026NASHVILLETN37221NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
HEIMERDINGER FOUNDATION
4004 HILLSBORO PIKENASHVILLETN37215NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
HISTORIC ROCK CASTLE
C/O FRIENDS OF ROCK CASTLEHENDERSONVILLETN37075NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
HOMEWORK HOTLINE
4805 PARK AVENASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
HOPE FAMILY HEALTH SERVICES
1124 NEW HIGHWAY 52 EASTWESTMORELANDTN37186NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
HUMANITIES TENNESSEE
807 MAIN ST STE BNASHVILLETN37206PUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
IMAGINATION LIBRARY OF MIDDLE TENNESSEE
C/O UNITED WAY OF GREATER NASHVILLENASHVILLETN37228NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$20,000
INSIGHT COUNSELING CENTERS
PO BOX 50242NASHVILLETN37205NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
INTERFAITH DENTAL CLINIC OF NASHVILLE
600 HILL AVENUE SUITE 10NASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$80,000
JASON FOUNDATION
18 VOLUNTEER DRIVEHENDERSONVILLETN37075NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE
120 POWELL PLACENASHVILLETN37204NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$50,000
KING'S DAUGHTERS CHILD DEVELOPMENT CENTER
590 NORTH DUPONT AVENUEMADISONTN37115NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$55,000
LEADERSHIP NASHVILLE FOUNDATION
401 CHURCH ST STE 2500NASHVILLETN37219NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
MAKE-A-WISH MIDDLE TENNESSEE
600 HILL AVENUENASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
MARTHA O'BRYAN CENTER
711 SOUTH SEVENTH STREETNASHVILLETN37206NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$60,000
MARY PARRISH CENTER
PO BOX 60009NASHVILLETN37206NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$45,000
MCNEILLY CENTER FOR CHILDREN
100 MERIDIAN STNASHVILLETN37207NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$60,000
MENDING HEARTS
PO BOX 280236NASHVILLETN37228NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$35,000
MENTAL HEALTH AMERICA OF THE MIDSOUTH
446 METROPLEX DR STE A-224NASHVILLETN37211NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
MONROE HARDING
1 VANTAGE WAY SUITE C-165NASHVILLETN37228NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
MONTGOMERY BELL ACADEMY COMM OUTREACH PR
4001 W END AVENASHVILLETN37205NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$2,000
MONTHAVEN ARTS AND CULTURAL CENTER
1017 ANTEBELLUM CIRCLEHENDERSONVILLETN37075NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$45,000
MUSICIANS ON CALL
1300 DIVISION ST STE 301NASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$4,000
NASHVILLE ADULT LITERACY COUNCIL
4805 PARK AVE 305NASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
NASHVILLE ANTI-HUMAN TRAFFICKING COALITION
1705 STEWART PLNASHVILLETN37203PUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$20,000
NASHVILLE BALLET
3630 REDMON STREETNASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
NASHVILLE CHILDREN'S THEATRE
25 MIDDLETON STREETNASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$20,000
NASHVILLE CONFLICT RESOLUTION CENTER
4732 W LONGDALE DRNASHVILLETN372114416NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$50,000
NASHVILLE DOLPHINS
95 WHITE BRIDGE ROAD SUITE 209NASHVILLETN37205NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$7,500
NASHVILLE FOOD PROJECT
5904 CALIFORNIA AVENUENASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$65,000
NASHVILLE INTERNATIONAL CENTER FOR EMPOWERMENT
417 WELSHWOOD DR STE 100NASHVILLETN37211NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$45,000
NASHVILLE OPERA ASSOCIATION
3622 REDMON STREETNASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
NASHVILLE PUBLIC EDUCATION FOUNDATION
1207 18TH AVENUE SOUTH SUITE 202NASHVILLETN37212NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
NASHVILLE PUBLIC LIBRARY FOUNDATION
615 CHURCH STREETNASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$40,000
NASHVILLE PUBLIC RADIO
630 MAINSTREAM DRNASHVILLETN37228NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
NASHVILLE PUBLIC TELEVISION
161 RAINS AVENUENASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$45,000
NASHVILLE REPERTORY THEATRE
161 RAINS AVENUENASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
NASHVILLE RESCUE MISSION
C/O NRM HOLDINGSNASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$50,000
NASHVILLE SHAKESPEARE FESTIVAL
161 RAINS AVENUENASHVILLETN37203PUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
NASHVILLE SYMPHONY
ONE SYMPHONY PLACENASHVILLETN37201NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
NASHVILLE ZOO
3777 NOLENSVILLE PIKENASHVILLETN37211NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$40,000
NATIVE AMERICAN INDIAN ASSN OF TENNESSEE
230 SPENCE LNNASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$8,000
NEEDLINK NASHVILLE
PO BOX 91107NASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
NEW BEGINNINGS CENTER
509 CRAIGHEAD STREET SUITE 100NASHVILLETN37204NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$35,000
NURSES FOR NEWBORNS OF TENNESSEE
PO BOX 434NASHVILLETN37135NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$35,000
NURTURE THE NEXT
C/O PREVENT CHILD ABUSE TENNESSEENASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$35,000
OASIS CENTER
1704 CHARLOTTE AVENUE SUITE 200NASHVILLETN372032979NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$50,000
OPEN TABLE NASHVILLE
POST OFFICE BOX 110266NASHVILLETN37222NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$20,000
OPERATION STAND DOWN TENNESSEE
1125 12TH AVE SNASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$100,000
OUR KIDS
1804 HAYES STREETNASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
PENCIL FOUNDATION
7199 COCKRILL BEND BLVDNASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$40,000
PET COMMUNITY CENTER
943-B DOCTOR RICHARD G ADAMS DRNASHVILLETN37207NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$2,500
PINSON HOSPITAL HOSPITALITY HOUSE
214 REIDHURST AVENASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
POPE JOHN PAUL II HIGH SCHOOL
117 CALDWELL DRIVEHENDERSONVILLETN37075NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$7,500
PROJECT CONNECT
PO BOX 295MADISONTN37116NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
PROJECT RETURN
813 2ND AVENUE SOUTHNASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$80,000
PROJECT TRANSFORMATION TENNESSEE
1008 19TH AVE SNASHVILLETN37212NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
RECOVERY COURT OF SUMNER COUNTY INC
117 W SMITH ST FL 2GALLATINTN37066PUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
REFUGE CENTER FOR COUNSELING
103 FORREST CROSSING BLVDFRANKLINTN37064NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$12,500
SADDLE UP
1549 OLD HILLSBORO RDFRANKLINTN37069NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
SAFE HAVEN FAMILY SHELTER
1234 THIRD AVENUE SOUTHNASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$55,000
SALVUS CENTER
556 HARTSVILLE PIKEGALLATINTN37066NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE
331 GREAT CIRCLE ROADNASHVILLETN37228NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$70,000
SEXUAL ASSAULT CENTER
101 FRENCH LANDING DRIVENASHVILLETN37228NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$85,000
SILOAM HEALTH
820 GALE LANENASHVILLETN37204NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$95,000
SMALL WORLD YOGA
5000 GEORGIA AVENASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$12,000
SOCIETY OF ST ANDREW
2334 HERMAN STNASHVILLETN37208PUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
SOUTHEASTERN COUNCIL OF FOUNDATIONS
50 HURT PLAZA SUITE 350ATLANTAGA30303NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,600
SPECIAL NEEDS SPORTS FOUNDATION
138 HEDGELAWN DRHENDERSONVILLETN37075NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$4,000
ST LUKE'S COMMUNITY HOUSE
5601 NEW YORK AVENUENASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$35,000
STARS NASHVILLE
1704 CHARLOTTE AVENUENASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$90,000
SYCAMORE INSTITUTE
150 4TH AVENUE NORTH SUITE 1870NASHVILLETN37219NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$20,000
TEACH FOR AMERICA NASHVILLE-CHATTANOOGA
123 E 7TH ST STE 302CHATTANOOGATN37402NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$40,000
TENNESSEE BREAST CANCER COALITION
106 MISSION CT STE 602FRANKLINTN37067NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
TENNESSEE HISTORICAL SOCIETY
305 6TH AVE NNASHVILLETN37243NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION
2195 NOLENSVILLE PIKENASHVILLETN37211NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
TENNESSEE INNOCENCE PROJECT
42 RUTLEDGE STNASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
TENNESSEE JUSTICE CENTER
211 7TH AVE N STE 100NASHVILLETN37219NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
TENNESSEE KIDNEY FOUNDATION
37 PEABODY ST STE 206NASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$20,000
TENNESSEE MEDICAL FOUNDATION
5141 VIRGINIA WAY SUITE 110BRENTWOODTN37027NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
TENNESSEE PERFORMING ARTS CENTER
PO BOX 190660NASHVILLETN372190660NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
TENNESSEE PRISON OUTREACH MINISTRY
136 RAINS AVENUENASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$60,000
TENNESSEE SENIOR OLYMPICS
PO BOX 681MOUNT JULIETTN37121NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
TENNESSEE WILDLIFE FEDERATION
300 ORLANDO AVENASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
THE CONTRIBUTOR
PO BOX 332023NASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$17,500
THE NEXT DOOR
PO BOX 23336NASHVILLETN37202NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$60,000
THE VICTOR S JOHNSON III NASHVILLE CHILDREN'S ALLIANCE
610 MURFRESSBORO PIKENASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$50,000
THISTLE FARMS
5122 CHARLOTTE PIKENASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$50,000
UNIVERSITY SCHOOL OF NASHVILLE
2000 EDGEHILL AVENUENASHVILLETN37212NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$7,500
UPRISE NASHVILLE
235 WHITE BRIDGE PIKENASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$20,000
URBAN GREEN LAB
1310 CLINTON STREET SUITE 205NASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$7,500
WATKINS COLLEGE OF ART AT BELMONT
1900 BELMONT BLVDNASHVILLETN37212NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
WAYNE REED CHRISTIAN CHILDCARE CENTER
11-B LINDSLEY AVENASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$20,000
WELCOME HOME MINISTRIES
PO BOX 100183NASHVILLETN37224NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$50,000
WESTMINSTER HOME CONNECTION
3900 WEST END AVENUENASHVILLETN37205NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$40,000
WOW TRANSITION HOUSE
PO BOX 1725ANTIOCHTN37013NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
YMCA OF MIDDLE TENNESSEE
1000 CHURCH STREETNASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$35,000
YOUNG LEADERS COUNCIL
2200 21ST AVE S STE 260NASHVILLETN37212NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
YOUTH ENCOURAGEMENT SERVICES
521 MCIVER STREETNASHVILLETN37211NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
YOUTH VILLAGES
3310 PERIMETER HILL DRIVENASHVILLETN37211NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
YWCA NASHVILLE AND MIDDLE TENNESSEE
1608 WOODMONT BOULEVARDNASHVILLETN37215NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$100,000
CREATI VETS
1123 12TH AVE SNASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
DECISIONS CHOICES & OPTIONS
623 E MAIN ST STE 3HENDERSONVILLETN37075NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$7,500
DREAM STREETS
520 39TH AVE NNASHVILLETN37209NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
D-Y-M-O-N IN THE ROUGH
208 TRAILWAY CIRCLENASHVILLETN37207NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
EAST NASHVILLE WELLNESS CENTER
3926 GALLATIN PIKE STE BNASHVILLETN37216NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$7,500
FRIENDS OF GALLATIN MIRACLE PARK
240 CHAMPION DRIVEGALLATINTN37066NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
FRIENDSHIP HOUSE
202 23RD AVE NNASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
IMAGINE NASHVILLE
441 SANDERS FERRY RDHENDERSONVILLETN37075NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$20,000
LEADERSHIP MIDDLE TENNESSEE
100 BLUEGRASS COMMONS BLVD STE 2370HENDERSONVILLETN37075NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$2,500
MADISON STATION SENIOR CENTER
301 MADISON STREETMADISONTN37115NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$200,000
METROPOLITAN HISTORICAL COMMISSION FOUNDATION
3000 GRANNY WHITE PIKENASHVILLETN37204NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
MUSIC HEALTH ALLIANCE
29 MUSIC SQ ENASHVILLETN37203NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
NASHVILLE HEALTH
3810 BEDFORD AVE STE 200NASHVILLETN37215NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$45,000
NASHVILLE PEACEMAKERS
830 FESSLERS PKWY STE 118NASHVILLETN37210NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
NASHVILLE TREE FOUNDATION
95 WHITE BRIDGE ROAD SUITE 209NASHVILLETN37205NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$2,500
PERSIST NASHVILLE
1707 GREEN HILLS DRNASHVILLETN37215NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$15,000
RACHEL'S GARDEN
105 LONG HOLLOW PIKEGOODLETTSVILLETN37072NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$50,000
SENIOR RIDE NASHVILLE
1201A 7TH AVE NNASHVILLETN37208NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$30,000
THE FIND DESIGN
2787 SMITH SPRINGS RDNASHVILLETN37217NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
THERE WITH CARE
1606 PORTER RDNASHVILLETN37206NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
TN ALLIANCE FOR LEGAL SERVICES
50 VANTAGE WAY STE 250NASHVILLETN37228NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$2,000
TN COALITION TO END DOMESTIC AND SEXUAL VIOLENCE
525 ROYAL PKWYNASHVILLETN37229NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
TN ENVIRONMENTAL COUNCIL
1 VANTAGE WAY STE E250NASHVILLETN37228NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
TN JUSTICE FOR OUR NEIGHBORS
2195 NOLENSVILLE PIKENASHVILLETN37211NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$20,000
TN VOICES FOR VICTIMS
270 LOCUSTWOOD DRIVENASHVILLETN37211NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$2,500
WATER WALKERS
PO BOX 128376NASHVILLETN37212NONEPUBLICTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,330,020TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$650,459ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,887,930ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$706,328ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNET ORDINARY INCOME FROM K-1SDesc
Exclusion14ExclusionCd
Exclusion$607,319ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,852,036ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,852,036TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LIMITED PARTNERSHIPSFMV$2,775,952$2,775,952
HEDGE FUNDSFMV$21,429,965$21,429,965
PUBLICLY TRADED SECURITIESAT COST$97,145,601$97,145,601

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOPERATING LEASEDesc
BOY Book Value$302,553BOYBookValueAmt
EOY Book Value$99,983EOYBookValueAmt
EOYFMV$99,983EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER SERVICES$16,229$0$14,606
SUPPLIES$3,405$0$3,065
UTILITIES$4,597$0$4,137
INSURANCE$29,282$0$26,354
MEETINGS & EDUCATION$14,952$0$13,457
OTHER EXPENSES$5,845$0$5,260

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNET ORDINARY INCOME FROM K-1SDesc
Revenue And Expenses Per Books$607,319RevenueAndExpensesPerBooksAmt
Net Investment Income$607,319NetInvestmentIncomeAmt
Adjusted Net Income$607,319AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$6,856,556Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
ACCRUED INVESTMENT FEES$433$128,441
LOAN GUARANTEE$48,666$0
OPERATING LEASE LIABILITY$312,602$111,453

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL FEES$78,079$0$43,043
INVESTMENT MANAGEMENT FEES$399,198$399,198$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE AND EXCISE TAXES$164,200$0$0
FOREIGN TAX$11,981$11,981$0
PAYROLL TAX$49,297$0$47,688
PERSONALTY TAX$606$0$545

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