TWEED FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TWEED FAMILY FOUNDATION INC (EIN 83-0976486)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-04
IRS object ID
202511559349100706
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-06-04T11:25:05-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620647474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLACKBURN CHILDERS & STEAGALL PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1801B SUNSET DRIVEAddressLine1Txt
CityJOHNSON CITYCityNm
State AbbreviationTNStateAbbreviationCd
ZIP376043033ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830976486EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TWEED FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTWEEBusinessNameControlTxt
Phone4237851251PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2285AddressLine1Txt
CityGREENEVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37744ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN TWEEDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4237851251PhoneNum
Signature2025-05-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH PRESNELLPreparerPersonNm
PTINP01269151PTIN
Phone4232824511PhoneNum
Preparation2025-05-29PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,919,358FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$273,819ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$264,885DividendsRevAndExpnssAmt
Dividends Net Invst Incm$264,885DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$166,583NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,189,278GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$376,765CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$705,287TotalRevAndExpnssAmt
Total Net Invst Incm$641,650TotalNetInvstIncmAmt
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$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$828OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$828OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$31,493TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,154TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$58,886OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$58,848OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$38OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$94,207TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$71,002TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,866TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$720,290ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$720,290ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$814,497TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$71,002TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$724,156TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$109,210ExcessRevenueOverExpensesAmt
Net Investment Income$570,648NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,856,886SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,051,214SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,051,214SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,055,862CorporateStockBOYAmt
Corporate Stock EOY$4,409,319CorporateStockEOYAmt
Corporate Stock EOYFMV$4,866,752CorporateStockEOYFMVAmt
Other Investments BOY$643,303OtherInvestmentsBOYAmt
Other Investments EOY$980,110OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,001,392OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,556,051TotalAssetsBOYAmt
Total Assets EOY$6,440,643TotalAssetsEOYAmt
Total Assets EOYFMV$6,919,358TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,556,051NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,440,643NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,556,051TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,440,643TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,556,051TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,440,643TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,556,051TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$109,210ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,446,841SubtotalAmt
Other Decreases$6,198OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,440,643TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SOUTHEASTERN TRUSTP$550,491$470,082$80,409$80,409
SOUTHEASTERN TRUSTP$638,787$342,431$296,356$296,356
FieldValueIRS element (for citing)
Capital Gain Net Income$376,765CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,932InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,932SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,932TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,840EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,840TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,908OverpaymentAmt
Applied To ES Tax$2,181AppliedToESTaxAmt
Refund$727RefundAmt

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 StateTNOrgReportOrRegisterStateCd
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 AddressWWW.TWEEDFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksKIMBERLY TWEEDIndividualWithBooksNm
Phone4237831251PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2285AddressLine1Txt
CityGREENEVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37744ZIPCd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN TWEED
129 GLENFIELD TRAILGREENEVILLETN37745PRESIDENT1.00$0$0$0
KIMBERLY TWEED
129 GLENFIELD TRAILGREENEVILLETN37745SECRETARY1.00$0$0$0
BRIDGET LOLLAR
204 GALWAY COURTGREENEVILLETN37745TREASURER1.00$0$0$0
JOSEPH TWEED
129 GLENFIELD TRAILGREENEVILLETN37745TRUSTEE1.00$0$0$0
TAYLOR WADDELL
1507 SUN VALLEY DRGREENEVILLETN37745TRUSTEE1.00$0$0$0
HALLE TWEED
129 GLENFIELD TRAILGREENEVILLETN37745TRUSTEE1.00$0$0$0
JANCIE PAINTER
270 LORI CIRCLECHUCKEYTN37641TRUSTEE1.00$0$0$0
SAMANTHA HUGHES
1104 SYCAMORE CREEK DRJONESBOROUGHTN37659TRUSTEE1.00$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$5,423,896AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,454,051AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,877,947TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,877,947AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$103,169CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,774,778NetVlNoncharitableAssetsAmt
Minimum Investment Return$338,739MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$338,739MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,932TaxBasedOnInvestmentIncomeAmt
Total Tax$7,932TotalTaxAmt
Distributable Before Adj$330,807DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$330,807DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$330,807DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$724,156ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$724,156QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$330,807DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$6,939ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,939TotalExcessDistributionCyovAmt
Qualifying Distributions$724,156QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$330,807AppliedToCurrentYearAmt
Remaining Distri From Corpus$393,349RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$400,288TotalCorpusAmt
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$400,288ExcessDistriCyovToNextYrAmt
Excess From Year1$6,939ExcessFromYear1Amt
Excess From Current Year$393,349ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN TWEEDContributingManagerNm
Contributing ManagerKIMBERLY TWEEDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS CLUB OF GREENE COUNTY
PO BOX 1977GREENEVILLETN37744NONEPCGENERAL SUPPORT$150,000
CHILDREN'S ADVOCACY CENTER 3RD JUDICIAL DISTRICT
200 MAIN STREETMOSHEIMTN37818NONEPCGENERAL SUPPORT$2,500
CUMBERLAND HEIGHTS FOUNDATION
PO BOX 90727NASHVILLETN37209NONEPCGENERAL SUPPORT$30,000
DOE RIVER GORGE
220 DOE RIVER GORGE RDHAMPTONTN37658NONEPCGENERAL SUPPORT$100,000
FCA TRI CITIES
PO BOX 3570JOHNSON CITYTN37602NONEPCGENERAL SUPPORT$5,000
FIRST PRIORITY OF AMERICA
PO BOX 473BRENTWOODTN37027NONEPCGENERAL SUPPORT$25,000
GIFTS FOR KIDS
1112 MYERS STREETGREENEVILLETN37745NONEPCGENERAL SUPPORT$5,000
GREENE YOUNG LIFE CENTER
1102 E CHURCH STGREENEVILLETN37745NONEPCGENERAL SUPPORT$5,000
HOLSTON UNITED METHODIST HOME FOR CHILDREN
PO BOX 188GREENEVILLETN37744NONEPCGENERAL SUPPORT$15,000
ISAIAH 117 HOUSE
PO BOX 842ELIZABETHTONTN37644NONEPCGENERAL SUPPORT$1,000
JEREMIAH SCHOOL
1502 KNOB CREEK RDJOHNSON CITYTN37604NONEPCGENERAL SUPPORT$15,000
MOTOR RACING OUTREACH
5555 CONCORD PKWY S 405CONCORDNC28027NONEPCGENERAL SUPPORT$5,000
PROVIDENCE ACADEMY
2788 CARROLL CREEK ROADJOHNSON CITYTN37615NONEPCGENERAL SUPPORT$25,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONEPCGENERAL SUPPORT$50,000
THE HOPE CENTER
314 TUSCULUM BLVDGREENEVILLETN37743NONEPCGENERAL SUPPORT$20,000
THE MIDST
2506 SOUTH ROAN STREETJOHNSON CITYTN37601NONEPCGENERAL SUPPORT$51,790
THE WELL INC
PO BOX 181JOHNSON CITYTN37605NONEPCGENERAL SUPPORT$70,000
UNITED WAY GREENE COUNTY
115 ACADEMY STGREENEVILLETN37745NONEPCGENERAL SUPPORT$10,000
AIDNET OF GREENE COUNTY INC
115 ACADEMY STGREENEVILLETN37743NONEPCGENERAL SUPPORT$25,000
FIRST CHRISTIAN CHURCH
1130 TEMPLE STREETGREENEVILLETN37745NONEPCGENERAL SUPPORT$100,000
STRONG FUTURES LIVING CENTER
1019 W OAKLAND AVE SUITE 2JOHNSON CITYTN37604NONEPCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$720,290TotalGrantOrContriPdDurYrAmt
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$264,885ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$166,583ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$431,468ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$431,468TotalIncomeProducingActyAmt

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 PersonJOHN AND KIMBERLY TWEEDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1129 GLENFIELD TRAILAddressLine1Txt
CityGREENEVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37745ZIPCd
FieldValueIRS element (for citing)
Total Contributions$273,819TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property143 SHARES OF PARKER-HANNIFIN CORP STOCK AND 1,181 SHARES OF NVIDIA CORP STOCKNoncashPropertyDesc
Fair Market Value$273,819FairMarketValueAmt
Received2024-11-08ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$3,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIESStockNm
EOY Book Value$4,409,319EOYBookValueAmt
EOYFMV$4,866,752EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - FIXED INCOMEAT COST$294,700$288,576
ALTERNATIVE INVESTMENTSAT COST$685,410$712,816

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSOUTHEASTERN TRUST CO PRIOR PERIOD REPORTING ADJUSTMENTSDesc
Amt$6,198Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$58,848$58,848$0
OFFICE SUPPLIES$38$0$38

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryIT CONSULTINGCategoryTxt
Amt$828Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$828DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$19,339$0$0
FOREIGN TAXES$12,154$12,154$0

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