WEST TENNESSEE HEALTHCARE FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WEST TENNESSEE HEALTHCARE FOUNDATION (EIN 58-1671241)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-03
- IRS object ID
- 202330939349300528
- Schema version
- 2021v4.2
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-03T15:08:24-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620713250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFTCPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581671241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST TN HEALTHCARE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 7319842141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 SKYLINE DRIVE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK MCMEEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7319842141 | PhoneNum |
| Signature | 2023-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANK | PersonFirstNm |
| Person Last | MCMEEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEN YOUNGSTEAD | PreparerPersonNm |
| PTIN | P00320901 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2023-04-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FRANK MCMEEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 SKYLINE DRIVE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,806,519 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WTH.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | EDUCATION AND OUTREACH TO SUPPORT THE MINISTRY OF HEALTH AND HEALING THROUGHOUT WEST TENNESSEE | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,049,631 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,729,539 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,085,492 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,524,220 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,096 | PYOtherRevenueAmt |
| CY Other Revenue | $21,161 | CYOtherRevenueAmt |
| PY Total Revenue | $15,137,219 | PYTotalRevenueAmt |
| CY Total Revenue | $8,274,920 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,127,608 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,015,968 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $366,876 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,637,182 | PYOtherExpensesAmt |
| CY Other Expenses | $1,940,245 | CYOtherExpensesAmt |
| PY Total Expenses | $5,764,790 | PYTotalExpensesAmt |
| CY Total Expenses | $5,956,213 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,372,429 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,318,707 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,930,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,344,324 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $164,944 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $209,607 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $54,765,929 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,134,717 | NetAssetsOrFundBalancesEOYAmt |
| Mission | COMPRISED MAINLY OF RESTRICTED ENDOWMENTS, THE FOUNDATION PROVIDES ENDOWMENT MANAGEMENT SERVICES TO OTHER NONPROFITS AS WELL AS MANAGES ENDOWMENTS THAT PROVIDE FOR MANY OF THE HEALTHCARE NEEDS OF WEST TENNESSEE HEALTHCARE AND OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,108,767 | ExpenseAmt |
| Grant | $4,015,968 | GrantAmt |
| Desc | ANNUAL DISTRIBUTIONS OF INCOME PROVIDE A STEADY, BUDGET-ABLE INCOME STREAM FOR THE NONPROFIT CAUSES WHILE THE GROWTH OF THE ENDOWMENT PROVIDES FOR GROWING NEEDS OF THE NONPROFIT OR CAUSE. | Desc |
| Total Program Service Expenses | $5,108,767 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK MCMEEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7319842140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 SKYLINE DRIVE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BILL BUCKLEY | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY NANNEY | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM CROSSETT | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEB CAMPBELL | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG ALEXANDER | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HARBERT ALEXANDER JR | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DONNA FRANKLAND | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LOGAN HAMPTON | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| YOUNG KIM | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CARL KIRKLAND | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DARREN LYKES | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAT MANN | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KELLI MCALISTER | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LEE MURRAY | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JAY SATTERFIELD | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NATHAN PRIDE | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BRAD PRIESTER | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MOLLY RHENEY | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ROBERT WALDEN | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RAY WASHINGTON | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATHY WATTS | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR WOODS | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TINA MERCER | ||||||
| BOARD MEMBER - START JULY 2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BILL WHITE | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| FRANK MCMEEN | ||||||
| PRESIDENT | 40.00 | Yes (X) | $0 | $146,645 | $16,368 | |
| STEPHANIE FOWLER | ||||||
| CFO - END OCT 2021 | 40.00 | Yes (X) | $0 | $74,414 | $23,348 | |
| LANDON TAYLOR | ||||||
| CFO - START DEC 2021 | 40.00 | Yes (X) | $0 | $34,405 | $9,211 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $255,464 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $48,927 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $90,750 | FundraisingAmt |
| Government Grants | $949,515 | GovernmentGrantsAmt |
| All Other Contributions | $5,689,274 | AllOtherContributionsAmt |
| Noncash Contributions | $230,643 | NoncashContributionsAmt |
| Total Contributions | $6,729,539 | TotalContributionsAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,611,616 | TotalRevenueColumnAmt |
| Exclusion | $1,611,616 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,443,741 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,531,137 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$87,396 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$87,396 | TotalRevenueColumnAmt |
| Exclusion | -$87,396 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,623 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $90,750 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $462 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,161 | TotalRevenueColumnAmt |
| Exclusion | $21,161 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,274,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,545,381 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,930,667 | TotalAmt |
| Program Services | $3,930,667 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,301 | TotalAmt |
| Program Services | $85,301 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,783 | TotalAmt |
| Management And General | $27,783 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,813 | TotalAmt |
| Management And General | $258,813 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,962 | TotalAmt |
| Program Services | $272,884 | ProgramServicesAmt |
| Management And General | $13,078 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,939 | TotalAmt |
| Program Services | $6,244 | ProgramServicesAmt |
| Fundraising | $27,695 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,634 | TotalAmt |
| Program Services | $12,151 | ProgramServicesAmt |
| Management And General | $64,354 | ManagementAndGeneralAmt |
| Fundraising | $33,129 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,724 | TotalAmt |
| Program Services | $47,737 | ProgramServicesAmt |
| Management And General | $30,987 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,218 | TotalAmt |
| Program Services | $14,927 | ProgramServicesAmt |
| Management And General | $291 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,067 | TotalAmt |
| Program Services | $11,909 | ProgramServicesAmt |
| Management And General | $13,263 | ManagementAndGeneralAmt |
| Fundraising | $1,895 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,563 | TotalAmt |
| Program Services | $3,240 | ProgramServicesAmt |
| Management And General | $323 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CHARITABLE FUND PROGRAM | $323,959 | $323,959 | ||
| SUPPLIES | $303,274 | $297,403 | $5,691 | $180 |
| CHARITABLE FUND EVENT E | $275,356 | $275,356 | ||
| EDUCATION | $74,345 | $43,361 | $22,871 | $8,113 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,608 | TotalAmt |
| Program Services | $58,984 | ProgramServicesAmt |
| Management And General | $43,116 | ManagementAndGeneralAmt |
| Fundraising | $20,508 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,956,213 | TotalAmt |
| Program Services | $5,108,767 | ProgramServicesAmt |
| Management And General | $480,570 | ManagementAndGeneralAmt |
| Fundraising | $366,876 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,492,932 | BOYAmt |
| EOY | $3,909,714 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,061 | BOYAmt |
| EOY | $584,529 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,373 | BOYAmt |
| EOY | $17,205 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $977,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $440,445 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $813,622 | BOYAmt |
| EOY | $536,555 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,829,680 | BOYAmt |
| EOY | $17,247,654 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,409,105 | BOYAmt |
| EOY | $28,048,567 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,930,873 | BOYAmt |
| EOY | $50,344,324 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,375 | BOYAmt |
| EOY | $81,390 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,312 | BOYAmt |
| EOY | $81,639 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,257 | BOYAmt |
| EOY | $46,578 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,944 | BOYAmt |
| EOY | $209,607 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,163,049 | BOYAmt |
| EOY | $13,830,127 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,602,880 | BOYAmt |
| EOY | $36,304,590 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,765,929 | BOYAmt |
| EOY | $50,134,717 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,930,873 | BOYAmt |
| EOY | $50,344,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,318,707 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,950,381 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $462 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,444,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,392,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,803,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,049,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,729,539 | CurrentTaxYearAmt |
| Total | $37,420,387 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,444,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,392,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,803,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,049,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,729,539 | CurrentTaxYearAmt |
| Total | $37,420,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,083,933 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,336,454 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $920,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $985,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $995,141 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,159,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,611,616 | CurrentTaxYearAmt |
| Total | $13,672,389 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $738,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $2,382 | CurrentTaxYearMinus1YearAmt |
| Total | $740,799 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,833,575 | TotalSupportAmt |
| Public Support CY170 | 0.62390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 32 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,648,717 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,079,260 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $5,921,031 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,408,053 | BeginningYearBalanceAmt |
| Contributions | $169,400 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,853,978 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,706,656 | OtherExpendituresAmt |
| End Year Balance | $29,016,819 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,128,871 | BeginningYearBalanceAmt |
| Contributions | $3,656,373 | ContributionsAmt |
| Investment Earnings Or Losses | $5,948,949 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,326,140 | OtherExpendituresAmt |
| End Year Balance | $34,408,053 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,919,976 | BeginningYearBalanceAmt |
| Contributions | $358,625 | ContributionsAmt |
| Investment Earnings Or Losses | $13,811 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,163,541 | OtherExpendituresAmt |
| End Year Balance | $26,128,871 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,477,314 | BeginningYearBalanceAmt |
| Contributions | $185,056 | ContributionsAmt |
| Investment Earnings Or Losses | $822,309 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,564,703 | OtherExpendituresAmt |
| End Year Balance | $26,919,976 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,317,718 | BeginningYearBalanceAmt |
| Contributions | $425,385 | ContributionsAmt |
| Investment Earnings Or Losses | $3,654,313 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,920,101 | OtherExpendituresAmt |
| End Year Balance | $27,477,314 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07280 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.92720 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,000 | OtherCostOrOtherBasisAmt |
| Book Value | $98,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $812,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $383,445 | DepreciationAmt |
| Book Value | $428,555 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,000 | DepreciationAmt |
| Book Value | $10,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $536,555 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GOVERNMENT SECURITIES | $1,128,872 | F |
| FIXED INCOME COMPOSITE FUND | $3,537,654 | F |
| EQUITY COMPOSITE FUND | $6,315,116 | F |
| LIQUID ALTERNATIVE FUND | $1,889,818 | F |
| PARTNERSHIP INTERESTS | $1,562,235 | F |
| PRIVATE EQUITY | $5,304,932 | F |
| HEDGE FUNDS | $1,474,764 | F |
| TACTICAL EQUITY FUND | $2,607,227 | F |
| INSTITUTIONAL REALTY FUND | $987,644 | F |
| COLLECTIVE TOTAL RETURN FUND | $3,240,305 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,048,567 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUNDS | Desc |
| Amt | $46,578 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $46,578 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,679,800 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,950,381 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $613,612 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$6,336,769 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,016,569 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $258,813 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$462 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $258,351 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,274,920 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,311,012 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $613,612 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $613,612 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,697,400 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $258,813 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $258,813 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,956,213 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. A PORTION OF THESE FUNDS ARE APPROPRIATED FOR EXPENDITURE EACH YEAR IN ACCORDANCE WITH THE FOUNDATION'S SPENDING POLICY. |
| PART X, LINE 2: | MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT EVENT EXPENSES -462. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $82,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $82,500 | CharitableContriEvent1Amt |
| Event2 | WEST TN INVITATIONAL | Event2Nm |
| Gross Receipts Event2 | $29,873 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,250 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,623 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $462 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $112,373 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $90,750 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,623 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $462 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $462 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $21,161 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (55 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AREA RELIEF MINISTRIES | ||||||||
| PO BOX 7 | JACKSON | TN | 38305 | 621142320 | 501(C)3 | $8,000 | $0 | GENERAL SUPPORT |
| ASPELL RECOVERY CENTER - T A M B OF JACKSON TENNESSEE INC | ||||||||
| 110 MCCOWAT STREET | JACKSON | TN | 38301 | 581370560 | 501(C)3 | $121,542 | $0 | $193,744.50 FOR CONSTRUCTION OF BUILDING FOR A MOTHER'S LOVE PROGRAM, $1,200 FOR GENERAL SUPPORT. |
| BAPTIST BIBLE FELLOWSHIP INTERNATIONAL | ||||||||
| PO BOX 191 | SPRINGFIELD | MO | 658010191 | 440610111 | 501(C)3 | $20,000 | $0 | FOR DAN WEAVER MINISTRY |
| BOYS & GIRLS CLUB OF JACKSON | ||||||||
| 832 LEXINGTON AVE | JACKSON | TN | 38301 | 620784907 | 501(C)3 | $43,502 | $0 | $17,500 FOR "JUMPSTART JACKSON" FITNESS PROGRAM, $750 FOR WINDOWS OF HOPE CAMPAIGN, $25,251.73 FOR GENERAL SUPPORT. |
| CALVARY BAPTIST CHURCH | ||||||||
| 119 OIL WELL ROAD | JACKSON | TN | 383057923 | 501(C)3 | $20,000 | $0 | GENERAL SUPPORT | |
| CARE CENTER | ||||||||
| PO BOX 457 | JACKSON | TN | 38302 | 621428002 | 501(C)3 | $23,500 | $0 | GENERAL SUPPORT |
| CITY OF MILAN | ||||||||
| 1061 SOUTH MAIN STREET | MILAN | TN | 38358 | $7,500 | $0 | FOR MASTER WORKS PLAN FOR NEW PARK | ||
| COMPASSION INTERNATIONAL | ||||||||
| 12290 VOYAGER PWKY | COLORADO SPRINGS | CO | 80997 | 362423707 | 501(C)3 | $36,936 | $0 | GENERAL SUPPORT |
| DEPARTMENT OF EDUCATION | ||||||||
| PO BOX 4830 | PORTLAND | OR | 97208 | $9,500 | $0 | STUDENT SCHOLARSHIPS | ||
| DEPARTMENT OF EDUCATION - MOHELA | ||||||||
| PO BOX 790233 | ST LOUIS | MO | 631790233 | $7,000 | $0 | STUDENT SCHOLARSHIPS | ||
| DISPENSARY OF HOPE - ASCENSION SAINT THOMAS FOUNDATION | ||||||||
| 2700 BRICK CHURCH PIKE | NASHVILLE | TN | 37207 | 581663055 | 501(C)3 | $32,500 | $0 | $12,500 FOR JMCGH PHARMACY, $12,500 FOR WEST TENNESSEE HEALTHCARE DYERSBURG, $7,500 FOR PATHWAYS |
| EWOH GLOBAL INITIATIVE | ||||||||
| 2109 ESTES PARK RD | SOUTHLAKE | TX | 76092 | 850773188 | 501(C)3 | $5,800 | $0 | GENERAL SUPPORT |
| CARL PERKINS CENTER FOR PREVENTION OF CHILD ABUSE | ||||||||
| PO BOX 447 | JACKSON | TN | 38302 | 621123112 | 501(C)3 | $87,000 | $0 | GENERAL SUPPORT |
| FIDELITY CHARITABLE | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 425770053 | 110303001 | 501(C)3 | $52,000 | $0 | GENERAL CHARITABLE PURPOSES |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 200 S CHURCH ST | JACKSON | TN | 38301 | 501(C)3 | $35,900 | $0 | $150 FOR MUSIC MINISTRY, $150 FOR CHILDREN'S MINISTRY, $150 FOR YOUTH MINISTRY, $150 FOR CHILDREN'S MINISTRY ANGEL FAMILY, $35,300 FOR GENERAL SUPPORT | |
| FREED-HARDEMAN UNIVERSITY | ||||||||
| 158 EAST MAIN ST | HENDERSON | TN | 38340 | 620518288 | 501(C)3 | $12,550 | $0 | $7,500 FOR STUDENT SCHOLARSHIPS, $1,250 FOR MCMEEN ENDOWMENT, $600 FOR PRESIDENT'S COUNCIL, $100 FOR REUNION BREAK, $3,100 FOR GENERAL SUPPORT. |
| GIRL SCOUTS HEART OF THE SOUTH | ||||||||
| 717 S WHITE STATION RD | MEMPHIS | TN | 38117 | 620502197 | 501(C)3 | $39,500 | $0 | $5,000 FOR VOLUNTEER SUPPORT, $4,500 FOR TRANSPORTATION FOR TOTALLY TREFOIL, $15,000 FOR SCHOLARSHIPS, $5,000 FOR CAMPOREE, AND $10,000 FOR COMMUNITY TROOPS. |
| GRACEPOINT CHURCH | ||||||||
| 1858 CAMPBELL ST | JACKSON | TN | 38305 | 501(C)3 | $43,700 | $0 | GENERAL SUPPORT | |
| HANDS UP | ||||||||
| 185 GREENFIELD DRIVE | JACKSON | TN | 38305 | 454387989 | 501(C)3 | $11,500 | $0 | GENERAL SUPPORT |
| HARRIS HILLMAN SCHOOL | ||||||||
| 1706 26TH AVE S | NASHVILLE | TN | 37212 | 501(C)3 | $6,588 | $0 | FOR HARRIS HILLMAN TECHNOLOGY LAB | |
| HELMER SCIENTIFIC | ||||||||
| 28689 NETWORK PLACE | CHICAGO | IL | 60673 | $8,125 | $0 | FOR THE PURCHASE OF A NEW BLOOD REFRIGERATOR FOR LIFELINE BLOOD SERVICES IN JACKSON, TN | ||
| JACKSON CHAMBER | ||||||||
| PO BOX 1904 | JACKSON | TN | 38302 | 620154490 | 501(C)6 | $6,600 | $0 | $5,000 FOR FORWARD JACKSON 2.00, $1,000 ANNUAL CELEBRATION, $600 FOR LEADERSHIP JACKSON MEAL SPONSORSHIP |
| JACKSON CHRISTIAN SCHOOL | ||||||||
| 832 COUNTRY CLUB LANE | JACKSON | TN | 38305 | 620985812 | 501(C)3 | $11,000 | $0 | $10,000 FOR STUDENT SCHOLARSHIPS, $1,000 FOR ONE4RYDER FOOTBALL CAMP |
| JACKSON MADISON COUNTY SPORTS HALL OF FAME | ||||||||
| PO BOX 10085 | JACKSON | TN | 38308 | 621534416 | 501(C)3 | $10,320 | $0 | STUDENT SCHOLARSHIPS |
| JDRF | ||||||||
| 105 WESTPARK DR SUITE 415 | BRENTWOOD | TN | 37027 | 231907729 | 501(C)3 | $120,000 | $0 | GENERAL SUPPORT |
| JMCGH | ||||||||
| 620 SKYLINE DR | JACKSON | TN | 38301 | 626010402 | 501(C)3 | $782,748 | $0 | $103,082.83 FOR THERAPY AND LEARNING CENTER, $9,493.86 FOR INDIGENT PATIENTS, $328,614.32 FOR THE AYERS CHILDREN'S MEDICAL CENTER, $226,346.04 FOR THE KIRKLAND CANER CENTER, $23,198.84 FOR TEMPERATURE SCREENING KIOSKS, $92,012 FOR GENERAL SUPPORT. |
| LAKESHORE CAMP AND RETREAT CENTER | ||||||||
| 1458 PILOT KNOB RD | EVA | TN | 38333 | 626002415 | 501(C)3 | $10,000 | $0 | GENERAL SUPPORT |
| LIPSCMB UNIVERSITY MISSIONS | ||||||||
| 1 UNIVERSITY PARK DR | NASHVILLE | TN | 37204 | 620485733 | 501(C)3 | $7,800 | $0 | FOR MISSION TRIP EXPENSES FOR 4 RESIDENT PHYSICIANS TO PERU. |
| MAKE-A-WISH MID-SOUTH | ||||||||
| 1780 MORIAH WOODS BLVD SUITE 10 | MEMPHIS | TN | 38117 | 621253153 | 501(C)3 | $61,201 | $0 | $53,201.31 FOR BENTON COUNTY CHILDREN, $8,000 FOR GENERAL SUPPORT. |
| NEW HOME CHURCH | ||||||||
| 200 SILERTON ROAD | HENDERSON | TN | 38340 | 501(C)3 | $75,000 | $0 | GENERAL SUPPORT | |
| NEW JERUSALEM TEMPLE | ||||||||
| 3105 S CAROLYN AVE | SIOUX FALLS | SD | 57106 | 811809462 | 501(C)3 | $8,676 | $0 | GENERAL SUPPORT |
| OAKLAND CEMETERY | ||||||||
| 385 MILAN HWY | TRENTON | TN | 38382 | 501(C)3 | $36,267 | $0 | $35,267.24 FOR GENERAL SUPPORT, $1,000 FOR VETERAN'S DAY DINNER | |
| OLD FRIENDSHIP BAPTIST CHURCH | ||||||||
| 100 HUNTER LN | FINGER | TN | 38334 | 501(C)3 | $500,000 | $0 | $300,000 FOR BUILDING FUND FOR THE CHURCH, $200,000 FOR GENERAL SUPPORT. | |
| OLD HICKORY ROTARY CLUB | ||||||||
| PO BOX 12133 | JACKSON | TN | 38308 | $13,800 | $0 | FOR SAMARITAN'S FEET PROJECT | ||
| RIFA | ||||||||
| 133 AIRWAYS BLVD | JACKSON | TN | 38301 | 591709875 | 501(C)3 | $16,250 | $0 | $7,500 FOR BUS STOP CAFE, $8,750 FOR GENERAL SUPPORT |
| SCARLET ROPE PROJECT | ||||||||
| PO BOX 7937 | JACKSON | TN | 38302 | 823942096 | 501(C)3 | $56,000 | $0 | $51,000 FOR GENERAL SUPPORT, $5,000 FOR NEW HOUSE FOR PROGRAM RESIDENTS. |
| SEACOAST COMMUNTY CHURCH | ||||||||
| 713 LONGPOINT RD | MT PLEASANT | SC | 39464 | 501(C)3 | $8,000 | $0 | $3,000 FOR GENERAL OFFERING, $4,000 FOR LEGACY OFFERING, $1,000 FOR NATIONAL LEGACY LANE | |
| SECOND HARVEST FOOD BANK - BENTON COUNTY | ||||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 38228 | 621049447 | 501(C)3 | $20,000 | $0 | GENERAL SUPPORT |
| SOUTHWEST HUMAN RESOURCE AGENCY | ||||||||
| PO BOX 264 1527 WHITE AVE | HENDERSON | TN | 38340 | 626050783 | 501(C)3 | $20,000 | $0 | GENERAL SUPPORT |
| THE CRADDOCK CENTER | ||||||||
| PO BOX 69 | CHERRY LOG | GA | 30522 | 010597551 | 501(C)3 | $6,588 | $0 | GENERAL SUPPORT |
| THE JACKSON SYMPHONY | ||||||||
| 207 E LAFAYETTE STREET | JACKSON | TN | 38301 | 620759052 | 501(C)3 | $69,243 | $0 | $10,000 FOR MUSIC AND HEALING PROGRAM, $4,805.24 FOR CLASSICAL ARTISTS, $845.46 FOR YOUTH ORCHESTRA SCHOLARSHIPS, $53,592 FOR GENERAL SUPPORT |
| THE UNIVERSITY OF TENNESSEE MARTIN | ||||||||
| 554 UNIVERSITY ST | MARTIN | TN | 38237 | 626001636 | 501(C)3 | $22,082 | $0 | STUDENT SCHOLARSHIPS |
| TRENTON MEMORIAL LIBRARY | ||||||||
| 303 HIGH STREET | TRENTON | TN | 38382 | 501(C)3 | $13,000 | $0 | $8,000 FOR BUILDING FUND, $5,000 FOR GENERAL SUPPORT | |
| UMCOR | ||||||||
| PO BOX 9068 | NEW YORK CITY | NY | 10087 | 135562279 | 501(C)3 | $6,500 | $0 | $2,000 FOR HURRICANE IDA RELIEF, $500 FOR TORNADO RELIEF, $2,000 FOR UKRAINE RELEIF, $2,000 FOR INTERNATIONAL DISASTER RELIEF |
| UNION UNIVERSITY | ||||||||
| 1050 UNION UNIVERSITY DRIVE | JACKSON | TN | 38305 | 620516509 | 501(C)3 | $13,500 | $0 | STUDENT SCHOLARSHIPS |
| UNITED WAY OF WEST TENNESSEE | ||||||||
| 470 N PARKWAY SUITE B | JACKSON | TN | 38305 | 620590257 | 501(C)3 | $21,000 | $0 | GENERAL SUPPORT |
| UNIVERSITY OF MEMPHIS | ||||||||
| PO BOX 1000 | MEMPHIS | TN | 38148 | 626048540 | $6,550 | $0 | $6,500 FOR STUDENT SCHOLARSHIPS, $50 FOR GENERAL SUPPORT | |
| UNIVERSITY OF MEMPHIS FOUNDATION | ||||||||
| 635 NORMAL ST 108 ALUMNI CENTER | MEMPHIS | TN | 38152 | 626048540 | 501(C)3 | $110,701 | $0 | LAMBUTH NURSING STUDENT SCHOLARSHIPS |
| UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER | ||||||||
| 62 S DUNLAP ST SUITE 420 | MEMPHIS | TN | 38163 | 501(C)3 | $65,329 | $0 | FOR THE DIRECTORS POSITION FOR UT FAMILY PRACTICE CENTER | |
| WOMEN OF HOPE - HOPE RECOVERY CENTER | ||||||||
| 1925 HWY 18 PO BOX 94 | MEDON | TN | 38356 | 271226306 | 501(C)3 | $6,000 | $0 | GENERAL SUPPORT |
| YOUTH TOWN OF TENNESSEE INC | ||||||||
| 3641 YOUTH TOWN ROAD | PINSON | TN | 38366 | 620674040 | 501(C)3 | $18,366 | $0 | GENERAL SUPPORT |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 500 S COLLEGE ST | TRENTON | TN | 38382 | 501(C)3 | $80,000 | $0 | GENERAL SUPPORT | |
| HABITAT FOR HUMANITY JACKSON TENNESSEE | ||||||||
| 1668 N PARKWAY | JACKSON | TN | 38301 | 621507212 | 501(C)3 | $15,000 | $0 | FOR CRITICAL HOME REPAIRS FOR SENIOR CITIZENS |
| NORTHSIDE CHURCH | ||||||||
| 2571 N HIGHLAND AVE | JACKSON | TN | 38305 | 843992083 | 501(C)3 | $15,000 | $0 | GENERAL SUPPORT |
| WEST TN WOMEN'S CENTER | ||||||||
| 620 SKYLINE DR | JACKSON | TN | 38301 | 626010402 | 501(C)3 | $9,212 | $0 | FOR INFANT SLEEP SACKS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 47 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ASSISTANCE WITH TUITION AND OTHER SCHOOL COSTS - JACKSON CHRISTIAN SCHOOL | 2 | $7,306 |
| ASSISTANCE FOR UTILITY BILLS FOR CANCER PATIENTS AND EMPLOYEES OF WEST TENNESSEE HEALTHCARE - JACKSON ENERGY AUTHORITY | 18 | $6,130 |
| ASSISTANCE WITH HR BENEFITS FOR EMPLOYEES OF WEST TENNESSEE HEALTHCARE AND ASSISTANCE WITH TUITION OF ADULT SPECIAL NEEDS PROGRAM - JACKSON MADISON COUNTY GENERAL HOSPITAL | 10 | $10,958 |
| ASSISTANCE WITH PRESCRIPTION COST FOR INDIGENT PATIENTS - JACKSON-MADISON COUNTY GENERAL HOSPITAL PHARMACY | 300 | $12,512 |
| ASSITANCE WITH GROCERIES - KROGER STORE | 105 | $23,500 |
| ASSISTANCE WITH DENTAL CARE FOR CANCER PATIENT - MID-SOUTH DENTAL IMPLANT AND ORAL SURGERY CENTER | 1 | $6,570 |
| ASSISTANCE WITH TRANSPORTATION TO TREATMENT FOR CANCER PATIENTS - KIRKLAND CANCER CENTER | 270 | $6,500 |
| ASSISTANCE WITH DENTAL CARE FOR CANCER PATIENTS - WEST TENNESSEE CENTER FOR ORAL AND FACIAL SURGERY | 3 | $11,825 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $205,363 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SUBSEQUENT SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DONATED SILENT AUCTION ITEMS | Desc |
| Contribution | 194 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,280 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AMOUNT RECEIVED AT A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART 1, COLUMN B. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE AND FINANCE COMMITTEE REVIEW THE FORM 990 AND RECOMMEND IT FOR APPROVAL TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST FORMS ARE FORWARDED TO THE COMPLIANCE OFFICER OF THE HOSPITAL AND REVIEWED FOR ANY CONFLICTS, WHICH MUST THEN BE DISCLOSED TO THE FULL BOARD FOR ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE FOUNDATION IS AN AFFILIATE OF THE JACKSON MADISON COUNTY GENERAL HOSPITAL; ALL COMPENSATION IS DETERMINED BY THE HOSPITAL. THE HOSPITAL ALSO DONATED WAGES AND BENEFITS AS IN-KIND SERVICES, WHICH ARE ELIMINATED FOR PURPOSES OF THIS FORM 990 PER IRS INSTRUCTIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | DIRECT SPECIAL EVENT EXPENSES 462. |
| FORM 990. PART XII, LINE 2C | ORGANIZATION'S BOARD OF DIRECTORS OVERSEES THE PREPARATION OF THE AUDIT BY EXTERAL ACCOUNTANTS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION CHARITABLE HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 SKYLINE DR | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | ACCEPT & SELL OR DISPOSE OF REAL ESTATE CONTRIBUTED TO THE FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
| End Of Year Assets | $100 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST TN HEALTHCARE FOUNDATION INC | BusinessNameLine1Txt |
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