DEVINE-MAJORS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DEVINE-MAJORS FOUNDATION (EIN 27-1405032)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-30
- IRS object ID
- 202312429349100501
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-30T04:10:08-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271405032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEVINE-MAJORS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEVI | BusinessNameControlTxt |
| Phone | 2124054784 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13-15 W 54TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F MAJORS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124054784 | PhoneNum |
| Signature | 2023-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | MAJORS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2023-08-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,648,786 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $280,350 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $280,350 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,119,263 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $274,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $280,350 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,960 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,960 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,590 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,125 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,134 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $157,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $555,622 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $555,622 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $713,306 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $617,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$439,037 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $231,765 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $927,379 | CashBOYAmt |
| Cash EOY | $630,909 | CashEOYAmt |
| Cash EOYFMV | $630,909 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,269,052 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,265,853 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,133,602 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,365,103 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,225,421 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,884,275 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,561,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,122,183 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,648,786 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,561,534 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,122,183 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,561,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,122,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,561,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,122,183 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,561,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$439,037 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,122,497 | SubtotalAmt |
| Other Decreases | $314 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,122,183 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,102,794 | $3,125,344 | -$22,550 | -$22,550 |
| CAPITAL GAINS DIVIDENDS | P | $16,469 | $16,469 | $16,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,081 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,222 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,222 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,222 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,742 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,742 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,520 | OverpaymentAmt |
| Applied To ES Tax | $26,520 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GENSPRING FAMILY OFFICES | IndividualWithBooksNm |
| Phone | 2124054780 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13-15 W 54TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT I MAJORS | ||||||||
| 101 SOUTH INDIAN ROAD | CHARLOTTESVILLE | VA | 22901 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MAXINE E DEVINE MAJORS | ||||||||
| 3811 BEDFORD AVENUE STE 101 | NASHVILLE | TN | 37215 | SECRETARY & TREASURER | 1.00 | $0 | $0 | $0 |
| WILLIAM F MAJORS | ||||||||
| 3811 BEDFORD AVENUE STE 101 | NASHVILLE | TN | 37215 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,784,558 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $628,128 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,412,686 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,412,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $246,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,166,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $808,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $808,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,222 | TotalTaxAmt |
| Distributable Before Adj | $805,103 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $805,103 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $805,103 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $617,256 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $617,256 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $805,103 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $449,276 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,803 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $476,079 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $617,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $617,256 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $187,847 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $187,847 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $288,232 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $288,232 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $261,429 | ExcessFromYear2Amt |
| Excess From Year1 | $26,803 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET | WASHINGTON | DC | 200065009 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $116,122 |
| ASPCA | |||||||
| PO BOX 96929 | WASHINGTON | DC | 96929 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| CENTER FOR LIVING AND LEARNING | |||||||
| PO BOX 50272 | NASHVILLE | TN | 37205 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| CONGAREE FOUNDATION | |||||||
| 13-15 W 54TH ST | NEW YORK | NY | 10019 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| FRIENDS OF WARNER PARKS | |||||||
| 50 VAUGHN RD | NASHVILLE | TN | 37221 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $9,500 |
| HEAL MINISTRIES | |||||||
| PO BOX 50361 | NASHVILLE | TN | 37205 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| KIPP ACADEMY NASHVILLE | |||||||
| 123 DOUGLAS AVE | NASHVILLE | TN | 372075155 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $50,000 |
| UNITED WAY OF METROPOLITAN NASHVILLE | |||||||
| 250 VENTURE CIR | NASHVILLE | TN | 37228 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $20,000 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||
| 1211 MEDICAL CENTER | NASHVILLE | TN | 37212 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $25,000 |
| WOOD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 97180 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| HARPETH HALL SCHOOL | |||||||
| 3801 HOBBS RD | NASHVILLE | TN | 372152216 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $25,000 |
| JOHNNY'S AMBASSADORS INC | |||||||
| 9948 COTTONCREEK DR | HIGHLANDS RANCH | CO | 80130 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $25,000 |
| PERSIST NASHVILLE | |||||||
| 41 PEABODY ST | NASHVILLE | TN | 37210 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $15,000 |
| UNIVERSITY OF SOUTH DAKOTA | |||||||
| 414 E CLARK ST | VERMILLION | SD | 57069 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| NASHVILLE PUBLIC RADIO | |||||||
| 630 MAINSTREAM DR | NASHVILLE | TN | 37228 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| WEBB SCHOOL | |||||||
| 9800 WEBB SCHOOL DRIVE | KNOXVILLE | TN | 37923 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $555,622 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $280,350 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,081 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $274,269 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $274,269 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,000 | Amt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $5,225,421 | EOYBookValueAmt |
| EOYFMV | $4,884,275 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $5,534,053 | $9,508,862 |
| CORPORATE STOCKS | $731,800 | $624,740 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $314 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $55,134 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $55,134 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $37,383 | $37,383 | $0 |
| INVESTMENT ADVISOR FEE | $2,577 | $2,577 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,125 | $2,125 | $0 |
| IRS EXCISE TAXES | $47,465 | $0 | $0 |
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