MSB COCKAYNE FUND INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MSB COCKAYNE FUND INC (EIN 45-2806883)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-31
- IRS object ID
- 202303049349100905
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-31T11:43:02-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452806883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSB COCKAYNE FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COCK | BusinessNameControlTxt |
| Phone | 6159023481 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150347 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372150347 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN BROWN JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6159023481 | PhoneNum |
| Signature | 2023-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTIN | PersonFirstNm |
| Person Last | BROWN JR | 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 | JERRY A MOSS CPA | PreparerPersonNm |
| PTIN | P00053489 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2023-10-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $74,651,429 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24,955 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,955 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,397,921 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,397,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $711,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $741,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $711,943 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $552 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $552 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,135,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,135,214 | 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 |
| Legal Fees Rev And Expnss | $45,408 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $22,704 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,704 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,792 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,792 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,038 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $369 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $253,409 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $253,067 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $366,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $309,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,704 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,999,256 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,999,256 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,365,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $309,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,021,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,230,532 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,825,282 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,022,778 | CashBOYAmt |
| Cash EOY | $935,559 | CashEOYAmt |
| Cash EOYFMV | $935,559 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,971,374 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,974,620 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,197,625 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,175,560 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,024,833 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $276,728 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $237,182 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $225,455 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,115,606 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,048,552 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,476,984 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,978 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,978 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,612,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,382,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,651,429 | 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 | $29,612,737 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,382,205 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,612,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,382,205 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,612,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,382,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,612,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,230,532 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,382,205 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,382,205 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| PASSTHROUGH: ANIKETOS FINANCING, LLC | D | $29,691 | -$29,691 | -$29,691 | |
| PASSTHROUGH: ANIKETOS FINANCING, LLC | D | $548,134 | $548,134 | $548,134 | |
| PASSTHROUGH: LEGACY VENTURE IX LLC | P | $7,181 | $7,181 | $7,181 | |
| PASSTHROUGH: LEGACY VENTURE IX LLC | P | $12,670 | $12,670 | $12,670 | |
| PUBLICLY TRADED SECURITIES | $134,824 | $134,824 | $134,824 | ||
| METLIFE CLASS ACTION LAWSUIT | $290 | $290 | $290 | ||
| CAPITAL GAINS DIVIDENDS | P | $38,535 | $38,535 | $38,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $711,943 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,371 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,371 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,371 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,319 | 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 | $47,319 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,948 | OverpaymentAmt |
| Applied To ES Tax | $21,948 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 | JENNIFER BIRTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6159023481 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150347 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372150347 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN S BROWN JR | ||||||||
| PO BOX 150347 | NASHVILLE | TN | 372150347 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSANNAH SCOTT-BARNES | ||||||||
| PO BOX 150347 | NASHVILLE | TN | 372150347 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH BROWN | ||||||||
| PO BOX 150347 | NASHVILLE | TN | 372150347 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET BROWN DE CLERCQ | ||||||||
| PO BOX 150347 | NASHVILLE | TN | 372150347 | DIRECTOR | 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 | $57,669,452 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,209,871 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,567,821 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $78,447,144 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $78,447,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,176,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $77,270,437 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,863,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,863,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,371 | TotalTaxAmt |
| Distributable Before Adj | $3,838,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,838,151 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,838,151 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,021,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,021,960 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,838,151 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $152,704 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $152,704 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,021,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,838,151 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $183,809 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $336,513 | 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 | $336,513 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $152,704 | ExcessFromYear1Amt |
| Excess From Current Year | $183,809 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALIVE HOSPICE | ||||||||||||
| 1718 PATTERSON ST | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $26,000 | ||||||
| ALLIANCE FOR GREEN HILLS FOUNDATION INC | ||||||||||||
| PO BOX 150946 | NASHVILLE | TN | 37215 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| AMERICAN FARMLAND TRUST | ||||||||||||
| 1150 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20036 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | ||||||
| AMIGOS DE LAS AMERICAS | ||||||||||||
| 1800 WEST LOOP SOUTH SUITE 1325 | HOUSTON | TX | 77027 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| ANDREW JACKSON FOUNDATION | ||||||||||||
| 4580 RACHELS LANE | NASHVILLE | TN | 37076 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $16,000 | ||||||
| APPALACHIAN TRAIL CONSERVANCY | ||||||||||||
| 799 WASHINGTON STREET PO BOX 807 | HARPERS FERRY | WV | 254250807 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | ||||||
| BACKFIELD IN MOTION | ||||||||||||
| 920 WOODLAND STREET | NASHVILLE | TN | 37206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| BATTLE OF FRANKLIN TRUST | ||||||||||||
| 1345 EASTERN FLANK CIRCLE | FRANKLIN | TN | 37064 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $6,000 | ||||||
| BAY AREA LYME FOUNDATION | ||||||||||||
| 884 PORTOLA ROAD SUITE A7 | PORTOLA VALLEY | CA | 94028 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $45,000 | ||||||
| BLAIR SCHOOL OF MUSIC | ||||||||||||
| 2400 BLAKEMORE AVENUE | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| BONEFISH & TARPON TRUST | ||||||||||||
| 2937 SW 27TH AVENUE SUITE 203 | MIAMI | FL | 33133 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | ||||||
| CATHEDRAL SCHOOL FOR BOYS | ||||||||||||
| 1275 SACRAMENTO STREET | SAN FRANCISCO | CA | 94108 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $91,000 | ||||||
| CENTENNIAL PARK CONSERVANCY | ||||||||||||
| PO BOX 196340 | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $59,000 | ||||||
| CENTERSTONE NASHVILLE | ||||||||||||
| 44 VANTAGE WAY | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| CHALLENGE SUCCESS | ||||||||||||
| PO BOX 20053 | STANFORD | CA | 94309 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $7,000 | ||||||
| CHEEKWOOD | ||||||||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $40,000 | ||||||
| CHRIST CHURCH CATHEDRAL | ||||||||||||
| 900 BROADWAY | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $180,000 | ||||||
| COMMON SENSE MEDIA | ||||||||||||
| 699 8TH STREET SUITE C150 | SAN FRANCISCO | CA | 94103 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| COMMUNITY FOUNDATION OF MIDDLE TENNESSEE THE | ||||||||||||
| 3833 CLEGHORN AVE SUITE 400 | NASHVILLE | TN | 37215 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| CONEXION AMERICAS | ||||||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| CONVERGENCE CENTER FOR POLICY RESOLUTION | ||||||||||||
| 1133 19TH STREET NW SUITE 410 | WASHINGTON | DC | 20036 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $15,000 | ||||||
| CREATIVE VISIONS FOUNDATION | ||||||||||||
| 18820 PACIFIC COAST HIGHWAY SUITE | MALIBU | CA | 90265 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $150,000 | 201 | |||||
| CROSSROADS CAMPUS | ||||||||||||
| 707 MONROE STREET | NASHVILLE | TN | 37208 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| CUMBERLAND REGION TOMORROW | ||||||||||||
| 22 ATHENS WAY SUITE 200 | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| CUMBERLAND RIVER COMPACT | ||||||||||||
| 2 VICTORY AVE SUITE 300 | NASHVILLE | TN | 37213 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $16,000 | ||||||
| ENSWORTH SCHOOL | ||||||||||||
| 211 ENSWORTH AVENUE | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| FAMILY CENTER INC (FKA EXCHANGE CLUB FAMILY CENTER) | ||||||||||||
| 139 THOMPSON LANE | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| FILSON HISTORICAL SOCIETY INC | ||||||||||||
| 1310 S 3RD STREET | LOUISVILLE | KY | 40208 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| FISK UNIVERSITY | ||||||||||||
| 1000 17TH AVENUE NORTH | NASHVILLE | TN | 37208 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| FOXCROFT SCHOOL | ||||||||||||
| 22407 FOXHOUND LANE | MIDDLEBURG | VA | 20117 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | ||||||
| FRIENDS OF RADNOR LAKE | ||||||||||||
| 1160 OTTER CREEK ROAD | NASHVILLE | TN | 37220 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $6,000 | ||||||
| FRIENDS OF SHELBY PARK | ||||||||||||
| PO BOX 68499 | NASHVILLE | TN | 37206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $8,000 | ||||||
| FRIENDS OF THE URBAN FOREST | ||||||||||||
| 1007 GENERAL KENNEDY AVENUE STE 1 | SAN FRANCISCO | CA | 94129 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| FRIENDS OF WARNER PARKS | ||||||||||||
| 50 VAUGHN ROAD | NASHVILLE | TN | 37221 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $45,000 | ||||||
| FRIST ART MUSEUM | ||||||||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| GRACE CATHEDRAL | ||||||||||||
| 1100 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $240,000 | ||||||
| GREENWAYS FOR NASHVILLE | ||||||||||||
| PO BOX 196340 | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | ||||||
| HABITAT FOR HUMANITY NASHVILLE | ||||||||||||
| 414 HARDING PLACE 100 | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | ||||||
| HARPETH CONSERVANCY | ||||||||||||
| 215 JAMESTOWN PARK ROAD SUITE 101 | BRENTWOOD | TN | 37027 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | ||||||
| HARPETH HALL SCHOOL | ||||||||||||
| 3801 HOBBS ROAD | NASHVILLE | TN | 37215 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| HART COUNTY HISTORICAL SOCIETY | ||||||||||||
| PO BOX 606 109 MAIN STREET | MUNFORDVILLE | KY | 42765 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| HISTORIC NASHVILLE | ||||||||||||
| PO BOX 190516 | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| HORIZONS AT UNIVERSITY SCHOOL OF NASHVILLE | ||||||||||||
| 2000 EDGEHILL AVENUE | NASHVILLE | TN | 372122198 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $13,000 | ||||||
| KENT SCHOOL | ||||||||||||
| PO BOX 2006 | KENT | CT | 06757 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $75,000 | ||||||
| KHAN ACADEMY | ||||||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| KQED | ||||||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 941101426 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $35,000 | ||||||
| LAND TRUST FOR TENNESSEE THE | ||||||||||||
| PO BOX 41027 | NASHVILLE | TN | 37204 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $162,000 | ||||||
| LARKSPUR CONSERVATION | ||||||||||||
| PO BOX 120279 | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | ||||||
| LINDEN WALDORF SCHOOL | ||||||||||||
| 3201 HILLSBORO PIKE | NASHVILLE | TN | 37215 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $104,000 | ||||||
| LYME DISEASE ASSOCIATION INC | ||||||||||||
| 5019 MEGILL ROAD | WALL TOWNSHIP | NJ | 07727 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| LYMELIGHT FOUNDATION | ||||||||||||
| 1229 BURLINGAME AVENUE SUITE 205 | BURLINGAME | CA | 94010 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | ||||||
| METRO NASHVILLE PARKS FOUNDATION | ||||||||||||
| PO BOX 196340 | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $52,000 | ||||||
| MICHAEL J FOX FOUNDATION | ||||||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| MONTGOMERY BELL ACADEMY | ||||||||||||
| 4001 HARDING ROAD | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| MUHAMMAD ALI MUSEUM AND CENTER | ||||||||||||
| 144 NORTH SIXTH STREET | LOUISVILLE | KY | 40202 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| NASHVILLE CLASSICAL CHARTER SCHOOL | ||||||||||||
| 2000 GREENWOOD AVENUE | NASHVILLE | TN | 37206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| NASHVILLE PUBLIC EDUCATION FOUNDATION | ||||||||||||
| 1207 18TH AVE SOUTH SUITE 202 | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | ||||||
| NASHVILLE PUBLIC LIBRARY FOUNDATION | ||||||||||||
| 615 CHURCH STREET | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | ||||||
| NASHVILLE PUBLIC RADIO | ||||||||||||
| 630 MAINSTREAM DRIVE | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $22,000 | ||||||
| NASHVILLE PUBLIC TELEVISION | ||||||||||||
| 161 RAINS AVENUE | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $14,000 | ||||||
| NASHVILLE SHAKESPEARE FESTIVAL | ||||||||||||
| 161 RAINS AVENUE | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| NASHVILLE SYMPHONY | ||||||||||||
| ONE SYMPHONY PLACE | NASHVILLE | TN | 37201 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| NASHVILLE TREE FOUNDATION | ||||||||||||
| PO BOX 58962 | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| NASHVILLE ZOO INC | ||||||||||||
| 3777 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| NATURE CONSERVANCY (TN CHAPTER) | ||||||||||||
| 210 25TH AVENUE NORTH SUITE 810 | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | ||||||
| NORTHEASTERN UNIVERSITY | ||||||||||||
| 716 COLUMBUS AVENUE 212 CP | BOSTON | MA | 02120 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | ||||||
| ONE KID ONE WORLD | ||||||||||||
| 10525 OAKLAWN ROAD | LOS ANGELES | CA | 90064 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | ||||||
| OPEN TABLE OF NASHVILLE INC | ||||||||||||
| PO BOX 110266 | NASHVILLE | TN | 37222 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| OPERATION STAND DOWN TENNESSEE | ||||||||||||
| 1125 12TH AVENUE SOUTH | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | ||||||
| PASTORAL CENTER FOR HEALING THE | ||||||||||||
| 1030 WILSON PIKE | BRENTWOOD | TN | 37027 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| PAUL'S PLACE | ||||||||||||
| 188 SOUTH SWINTON AVENUE | DELRAY BEACH | FL | 33444 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $4,000 | ||||||
| PLANNED PARENTHOOD OF TN AND NORTH MS | ||||||||||||
| 2430 POPLAR AVENUE SUITE 100 | MEMPHIS | TN | 38112 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | ||||||
| PORCH WRITERS COLLECTIVE THE | ||||||||||||
| 2811 DOGWOOD PLACE | NASHVILLE | TN | 37204 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $15,000 | ||||||
| REFED | ||||||||||||
| 4602 21ST STREET 1531 | LONG ISLAND CITY | NY | 11101 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| ROCHELLE CENTER | ||||||||||||
| 1020 SOUTHSIDE COURT | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | ||||||
| ROOFTOP NASHVILLE | ||||||||||||
| 108 7TH AVENUE SOUTH | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| SAFE HAVEN FAMILY SHELTER | ||||||||||||
| 1234 3RD AVENUE SOUTH | NASHVILLE | TN | 37210 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $4,000 | ||||||
| SAN FRANCISCO BALLET | ||||||||||||
| 455 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| SAN FRANCISCO BOTANICAL GARDEN | ||||||||||||
| 1199 9TH AVENUE | SAN FRANCISCO | CA | 94122 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | ||||||
| SEXUAL ASSAULT CENTER | ||||||||||||
| 101 FRENCH LANDING DRIVE | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $6,000 | ||||||
| SHAKER VILLAGE OF PLEASANT HILL | ||||||||||||
| 3501 LEXINGTON ROAD | HARRODSBURG | KY | 40330 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| SILOAM HEALTH | ||||||||||||
| 820 GALE LANE | NASHVILLE | TN | 37204 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| SOUTH UNION SHAKER VILLAGE | ||||||||||||
| 896 SHAKER MUSEUM ROAD | AUBURN | KY | 42206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | ||||||
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||||||
| 201 WEST MAIN STREET SUITE 14 | CHARLOTTESVILLE | VA | 229025065 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $60,000 | ||||||
| ST AUGUSTINE'S CHAPEL | ||||||||||||
| PO BOX 6330-B | NASHVILLE | TN | 37235 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| STROUD WATER RESEARCH CENTER | ||||||||||||
| 970 SPENCER ROAD | AVONDALE | PA | 19311 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| TEACH FOR AMERICA | ||||||||||||
| 220 ATHENS WAY SUITE 300 | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $6,000 | ||||||
| TEN STRANDS | ||||||||||||
| PO BOX 150869 | SAN RAFAEL | CA | 94915 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | ||||||
| TENNGREEN LAND CONSERVANCY | ||||||||||||
| 1213A 16TH AVE SOUTH | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| THINK TENNESSEE | ||||||||||||
| 414 UNION STREET SUITE 1900 | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| THISTLE FARMS INC | ||||||||||||
| 5122 CHARLOTTE PIKE | NASHVILLE | TN | 37209 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | ||||||
| TIME TO RISE | ||||||||||||
| 900 20TH AVENUE SOUTH SUITE 1704 | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| UNITED WAY OF GREATER NASHVILLE | ||||||||||||
| 250 VENTURE CIRCLE | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | ||||||
| UNIVERSITY OF MISSISSIPPI - SOUTHERN FOODWAYS ALLIANCE | ||||||||||||
| PO BOX 1848 | UNIVERSITY | MS | 38677 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $50,000 | ||||||
| UNIVERSITY OF TN HEALTH SCIENCE CENTER | ||||||||||||
| 62 SOUTH DUNLAP SUITE 420 | MEMPHIS | TN | 38163 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $150,000 | ||||||
| UNIVERSITY OF VIRGINIA | ||||||||||||
| PO BOX 400101 | CHARLOTTESVILLE | VA | 22904 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $110,000 | ||||||
| URBAN HOUSING SOLUTIONS | ||||||||||||
| 822 WOODLAND STREET | NASHVILLE | TN | 37206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| VANDERBILT KENNEDY CENTER | ||||||||||||
| 110 MAGNOLIA CIRCLE | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| VANDERBILT LAW SCHOOL | ||||||||||||
| 131 21ST AVE SOUTH | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | ||||||
| VANDERBILT OWEN GRADUATE SCHOOL OF MANAGEMENT | ||||||||||||
| 401 21ST AVE SOUTH | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $50,000 | ||||||
| VANDERBILT-INGRAM CANCER CENTER | ||||||||||||
| 3322 WEST END AVENUE SUITE 900 | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $3,000 | ||||||
| VILLAGE AT GLENCLIFF | ||||||||||||
| 2901 GLENCLIFF ROAD | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $50,000 | ||||||
| WINNIPEG FOUNDATION | ||||||||||||
| PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | 1350 ONE LOMBARD PLACE | WINNIPEG | MANITOBA | CA | R3B OX3 | |||||
| WOODWELL CLIMATE RESEARCH CENTER | ||||||||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $15,000 | ||||||
| YALE SCHOOL OF THE ENVIRONMENT | ||||||||||||
| 195 PROSPECT STREET | NEW HAVEN | CT | 06511 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| YALE UNIVERSITY | ||||||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | ||||||
| CONSERVATION FLORIDA | ||||||||||||
| 37 N ORANGE AVENUE SUITE 323 | ORLANDO | FL | 32801 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $102,000 | ||||||
| CUMBERLAND UNIVERSITY | ||||||||||||
| 1 CUMBERLAND SQUARE | LEBANON | TN | 37087 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| EQUAL CHANCE FOR EDUCATION | ||||||||||||
| 73 WHITE BRIDGE ROAD SUITE 103 351 | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| GOODWILL INDUSTRIES OF MIDDLE TN INC | ||||||||||||
| 937 HERMAN STREET | NASHVILLE | TN | 37208 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| HUMANITIES TENNESSEE | ||||||||||||
| PO BOX 60467 | NASHVILLE | TN | 37206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| ILLUMINATE | ||||||||||||
| 228 LAIDLEY STREET | SAN FRANCISCO | CA | 94131 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $40,000 | ||||||
| JAMESTOWNE SOCIETY | ||||||||||||
| 3901 MIDLANDS ROAD | WILLIAMSBURG | VA | 23188 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| KENTUCKY HISTORICAL SOCIETY FOUNDATION | ||||||||||||
| 100 W BROADWAY | FRANKFORT | KY | 40601 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| MILKEN INSTITUTE CENTER FOR STRATEGIC PHILANTHROPY | ||||||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $125,000 | ||||||
| NASHVILLE PUBLIC MEDIA | ||||||||||||
| PO BOX 41972 | NASHVILLE | TN | 37204 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $200,000 | ||||||
| REAM FOUNDATION | ||||||||||||
| 485 E HALF DAY ROAD SUITE 350 | BUFFALO GROVE | IL | 60689 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $299,256 | ||||||
| SECOND HARVEST FOOD BANK OF MIDDLE TN | ||||||||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | ||||||
| THACHER SCHOOL | ||||||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $500,000 | ||||||
| UNIVERSITY OF THE SOUTH | ||||||||||||
| 735 UNIVERSITY AVENUE | SEWANEE | TN | 37383 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| VANDERBILT MEDICAL CENTER - CHILDREN'S HOSPITAL | ||||||||||||
| 2200 CHILDRENS WAY | NASHVILLE | TN | 37232 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | ||||||
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||||||||
| PO BOX 290369 | NASHVILLE | TN | 37729 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,999,256 | 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 | $24,955 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,397,921 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $552 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $711,943 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,135,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,135,371 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REAM FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 HALF DAY ROAD SUITE 350 | AddressLine1Txt |
| City | BUFFALO GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-11-01 | GrantDt |
| Grant | $299,256 | GrantAmt |
| Purpose Of Grant | CROSS-CULTURAL UNDERSTANDING OF THE PRESENTATION AND IMPACT OF MISOPHONIA IN ENGLISH AND SPANISH-SPEAKING YOUTH AND THEIR CAREGIVERS. ASSOCIATIVE LEARNING IN YOUTH WITH MISOPHONIA. | PurposeOfGrantTxt |
| Expended By Grantee | $299,256 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | N/A | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 02/21/23 | DatesOfReportsByGranteeTxt |
| Verification | 2023-02-21 | VerificationDt |
| Results Of Verification | ALL QUALIFICATIONS WERE MET. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $237,182 | EOYBookValueAmt |
| EOYFMV | $225,455 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $13,175,560 | EOYBookValueAmt |
| EOYFMV | $53,024,833 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,971,374 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,974,620 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $1,032,047 | $874,600 |
| ALTERNATIVE INVESTMENTS | AT COST | $481,000 | $400,062 |
| LEGACY VENTURE IX, LLC | AT COST | $843,865 | $843,865 |
| ANIKETOS FINANCING LLC | AT COST | $8,691,640 | $16,358,457 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $45,408 | LegalFeesAmt |
| Net Investment Income | $22,704 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,704 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $13,978 | EOYBookValueAmt |
| EOYFMV | $13,978 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ADMINISTRATIVE | $342 | $0 | $0 |
| PASSTHROUGH: LEGACY VENTURE IX, LLC | $30,150 | $30,150 | $0 |
| PASSTHROUGH: ANIKETOS | $222,050 | $222,050 | $0 |
| MISC EXPENSE | $867 | $867 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH: LEGACY VENTURE IX, LLC | $414 | $414 | $414 |
| PASSTHROUGH: ANIKETOS FINANCING LLC | $138 | $138 | $138 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODY FEES | $21,613 | $21,613 | $0 |
| TAX PREP - ANIKETOS | $12,179 | $12,179 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $369 | $369 | $0 |
| TN SECRETARY OF STATE FEE | $46 | $0 | $0 |
| FEDERAL TAX | $60 | $0 | $0 |
| FEDERAL ESTIMATED PAYMENTS | $33,563 | $0 | $0 |
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