DEVINE-MAJORS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DEVINE-MAJORS FOUNDATION (EIN 27-1405032)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-09-20
IRS object ID
202222639349100517
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-09-20T15:35:11-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271405032EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEVINE-MAJORS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEVIBusinessNameControlTxt
Phone2124054784PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113-15 W 54TH STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM F MAJORSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2124054784PhoneNum
Signature2022-09-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastMAJORSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA KIELCZEWSKIPreparerPersonNm
PTINP00740769PTIN
Phone2122970400PhoneNum
Preparation2022-09-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,736,211FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,082,901ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$239,108DividendsRevAndExpnssAmt
Dividends Net Invst Incm$239,108DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$924,414NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,569,220GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$924,414CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,246,423TotalRevAndExpnssAmt
Total Net Invst Incm$1,163,522TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$17,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$44,709OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$44,709OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$53,329TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,900TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$34,275OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$34,275OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$149,313TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$55,109TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$42,775TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$788,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$788,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$937,313TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$55,109TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$830,775TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,309,110ExcessRevenueOverExpensesAmt
Net Investment Income$1,108,413NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$843,414CashBOYAmt
Cash EOY$927,379CashEOYAmt
Cash EOYFMV$927,379CashEOYFMVAmt
Corporate Stock BOY$6,664,339CorporateStockBOYAmt
Corporate Stock EOY$7,269,052CorporateStockEOYAmt
Corporate Stock EOYFMV$13,450,413CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,744,671CorporateBondsBOYAmt
Corporate Bonds EOY$4,365,103CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,358,419CorporateBondsEOYFMVAmt
Total Assets BOY$11,252,424TotalAssetsBOYAmt
Total Assets EOY$12,561,534TotalAssetsEOYAmt
Total Assets EOYFMV$18,736,211TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$11,252,424RetainedEarningBOYAmt
Retained Earning EOY$12,561,534RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,252,424TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,561,534TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,252,424TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,561,534TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,252,424TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,309,110ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,561,534SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,561,534TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$3,393,172$2,644,779$748,393$748,393
PUBLICLY TRADED SECURITIESP$54$27$27$27
CAPITAL GAINS DIVIDENDSP$175,994$175,994$175,994
FieldValueIRS element (for citing)
Capital Gain Net Income$924,414CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,407InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,407SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,407TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$50,320EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$50,320TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$34,913OverpaymentAmt
Applied To ES Tax$34,913AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGENSPRING FAMILY OFFICESIndividualWithBooksNm
Phone2124054780PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113-15 W 54TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT I MAJORS
101 SOUTH INDIAN ROADCHARLOTTESVILLEVA22901VICE PRESIDENT1.00$0$0$0
MAXINE E DEVINE MAJORS
3811 BEDFORD AVENUE STE 101NASHVILLETN37215SECRETARY & TREASURER1.00$0$0$0
WILLIAM F MAJORS
3811 BEDFORD AVENUE STE 101NASHVILLETN37215PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,826,391AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$810,736AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,637,127TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,637,127AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$249,557CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,387,570NetVlNoncharitableAssetsAmt
Minimum Investment Return$819,379MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$819,379MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,407TaxBasedOnInvestmentIncomeAmt
Total Tax$15,407TotalTaxAmt
Distributable Before Adj$803,972DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$803,972DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$803,972DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$830,775ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$830,775QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$803,972DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$449,276ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$449,276TotalExcessDistributionCyovAmt
Qualifying Distributions$830,775QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$803,972AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,803RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$476,079TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$476,079ExcessDistriCyovToNextYrAmt
Excess From Year1$449,276ExcessFromYear1Amt
Excess From Current Year$26,803ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
431 18TH STREETWASHINGTONDC200065009N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$41,000
BLAKE MCMEANS FOUNDATION
4205 HILLSBORO ROAD SUITE 310NASHVILLETN37215N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$1,000
CHIP'S TRANSITIONAL LIVING
840 YOUNGS LANENASHVILLETN37207N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$2,000
CROSSROADS CAMPUS
707 MONROE STREETNASHVILLETN37208N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$500
DICKSON COUNTY HELP CENTER INC
103 WEST COLLEGE STDICKSONTN37055N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$1,000
FANNIE BATTLE DAY HOME FOR CHILDREN
108 CHAPEL AVENASHVILLETN372062408N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$1,000
FIRST ART MUSEUM
919 BROADWAYNASHVILLETN372033822N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$10,000
FRENCH OF WARNER PARK
1305 CHICKERING RDNASHVILLETN37215N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$5,000
HARPETH HALL SCHOOL
3801 HOBBS RDNASHVILLETN372152216N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$100,000
KIPP ACADEMY NASHVILLE
123 DOUGLAS AVENASHVILLETN372075155N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$50,000
MARTHA O'BRYAN CENTER
711 SOUTH SEVENTH STREETNASHVILLETN37206N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$25,000
MICHAEL J FOX FOUNDATION
GRAND CENTRAL STA PO BOX 4777NEW YORKNY101634777N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$10,000
NASHVILLE TREE FOUNDATION
95 WHITE BRIDGE RD SUITE 211NASHVILLETN37205N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$500
NASHVILLE ZOO
3777 NOLENSVILLE PKNASHVILLLETN37211N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$5,000
SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE
331 GREAT CIRCLE ROADNASHVILLETN37228N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$150,000
SILOAM HEALTH
820 GALE LNNASHVILLETN372043012N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$250,000
THE LAND TRUST FOR TENNESSEE
4000 FRANKLIN PIKENASHVILLETN37204N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$25,000
THISTLE FARMS
5122 CHARLOTTE PIKENASHVILLETN37209N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$5,000
UNICEF USA
125 MAIDEN LANE 10TH FLNEW YORKNY10038N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$5,000
UNITED WAY OF METROPOLITAN NASHVILLE
250 VENTURE CIRNASHVILLETN37228N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$65,000
VANDERBILTS CHILDREN HOSPITAL
2200 CHILDRENS WAYNASHVILLETN37232N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$26,000
WEBB SCHOOL
9800 WEBB SCHOOL DRIVEKNOXVILLETN37923N/APCUNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$788,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$239,108ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$924,414ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,163,522ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,163,522TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM F MAJORSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11305 CHICKERING ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,082,901TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyDONATED SECURITIESNoncashPropertyDesc
Fair Market Value$1,082,901FairMarketValueAmt
Received2021-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$17,000Amt
Net Investment Income$8,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$4,365,103EOYBookValueAmt
EOYFMV$4,358,419EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$7,269,052EOYBookValueAmt
EOYFMV$13,450,413EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER EXPENSES$30,025$0$30,025
EVENT EXPENSES$3,500$0$3,500
FILING FEES$750$0$750

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE$41,586$41,586$0
INVESTMENT ADVISOR FEE$3,123$3,123$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,900$1,900$0
IRS EXCISE TAXES$51,429$0$0

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