JOHN AND HEIDI HASSENFELD FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND HEIDI HASSENFELD FAMILY FOUNDATION (EIN 62-1768433)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-08
- IRS object ID
- 202521289349100802
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T01:18:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621768433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND HEIDI HASSENFELD | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6153523299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5009 HILL PLACE DRIVE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HASSENFELD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6153523299 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK PATTERSON | PreparerPersonNm |
| PTIN | P00011063 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2025-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $334,009 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $87 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $87 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,941 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,941 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,525 | 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 | $2,321 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,321 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,621 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,324 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,574 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,574 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,324 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,574 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,670 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,201 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,294 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,680 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,680 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $80,679 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,623 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $280,329 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $135,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,303 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $334,009 | 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 | $135,973 | RetainedEarningBOYAmt |
| Retained Earning EOY | $106,303 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $135,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $106,303 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $135,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $106,303 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $135,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,670 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $106,303 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $106,303 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WELLS FARGO - PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2021-07-01 | AcquiredDt |
| Sold | 2024-11-21 | SoldDt |
| Gross Sales Price | $39,997 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,056 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,941 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,941 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,941 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $253 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $253 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | 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 | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $507 | OverpaymentAmt |
| Applied To ES Tax | $507 | 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 | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFT CPAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6152427351 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD SUITE 200 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN HASSENFELD | ||||||||
| 5009 HILL PLACE DRIVE | NASHVILLE | TN | 37205 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEIDI HASSENFELD | ||||||||
| 5009 HILL PLACE DRIVE | NASHVILLE | TN | 37205 | TRUSTEE | 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 | $310,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $341,517 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $341,517 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $336,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $253 | TotalTaxAmt |
| Distributable Before Adj | $16,567 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,567 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,567 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,574 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,574 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $68,085 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,315 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $107,854 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,907 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,154 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $366,315 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,574 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,567 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,007 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $407,322 | 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 | $68,085 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $339,237 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,315 | ExcessFromYear4Amt |
| Excess From Year3 | $107,854 | ExcessFromYear3Amt |
| Excess From Year2 | $43,907 | ExcessFromYear2Amt |
| Excess From Year1 | $62,154 | ExcessFromYear1Amt |
| Excess From Current Year | $41,007 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN HASSENFELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABE'S GARDEN | |||||||
| 115 WOODMONT BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $1,872 |
| AGE WELL MIDDLE TENNESSEE | |||||||
| 3511 BELMONT BLVD | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $90 |
| AKIVA SCHOOL | |||||||
| 809 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $1,800 |
| BOULEVARD BOLT | |||||||
| 222 BELLE MEADE BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $135 |
| BROWN UNIVERSITY | |||||||
| 69 BROWN ST BOX 1822 | PROVIDENCE | RI | 02912 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $1,000 |
| CHEEKWOOD | |||||||
| 1200 FORREST PARK DR | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $240 |
| GILDA'S CLUB NASHVILLE | |||||||
| 1707 DIVISION STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $450 |
| GORDON JCC | |||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $1,990 |
| HAPPY PURIM | |||||||
| 1086 TEANECK ROAD SUITE 3C1 | TEANECK | NJ | 07666 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $338 |
| JEWISH FAMILY SERVICES | |||||||
| 801 PERCY WARNER BLVD 103 | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $1,000 |
| JEWISH FEDERATION OF NASHVILLE | |||||||
| 801 PERCY WARNER BLVD 101 | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $21,500 |
| JUVENILE DIABETES FOUNDATION | |||||||
| 105 WESTPARK DR 415 | BRENTWOOD | TN | 37027 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $540 |
| MUSICIANS ON CALL | |||||||
| 1300 DIVISION ST 301 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $180 |
| NCJW | |||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 412 DR DB TODD JR BLVD | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $1,000 |
| THE TEMPLE OHABAI SHOLOM | |||||||
| 5015 HARDING PIKE | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $2,360 |
| UNIVERSITY SCHOOL OF NASHVILLE | |||||||
| 2000 EDGEHILL AVENUE | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $5,000 |
| VANDERBILT HILLEL | |||||||
| 2421 VANDERBILT PL | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $360 |
| WEST END SYNAGOGUE | |||||||
| 3810 WEST END AVE | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $14,380 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $371 |
| NASHVILLE HOLOCAUST MEMORIAL | |||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $1,000 |
| PETER G PETERSON FOUNDATION | |||||||
| 399 PARK AVE FL 14 | NEW YORK | NY | 10022 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $40 |
| HOSPICE BRQAZOS VALLEY | |||||||
| 502 W 26TH ST | BRYAN | TX | 77803 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $54 |
| WESTMINSTER HOME CONNECTION | |||||||
| 3900 W END AVE | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $70 |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTRE | NY | 11570 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $180 |
| YOUTH VILLAGES | |||||||
| 3310 PERIMETER HILL DR | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,574 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,497 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,941 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,525 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,525 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN HASSENFELD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5009 HILL PLACE DRIVE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KRAFT CPAS | CategoryTxt |
| Amt | $2,321 | Amt |
| Net Investment Income | $2,321 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO STOCK | $37,812 | $137,194 |
| MORGAN STANLEY STOCK | $14,811 | $143,135 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT ADVISORY FEES | CategoryTxt |
| Amt | $3 | Amt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $297 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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