TWEED FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
TWEED FAMILY FOUNDATION INC (EIN 83-0976486)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202231329349102198
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)
Return2022-05-12T14:38:26-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352123203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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 Line1129 GLENFIELD TRAILAddressLine1Txt
CityGREENEVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37745ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN TWEEDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4237851251PhoneNum
Signature2022-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastTWEEDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY W ALMACKPreparerPersonNm
PTINP00019234PTIN
Phone3175802000PhoneNum
Preparation2022-05-12PreparationDt

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)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,341,327FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$299,559ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$438InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$438InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$65,188DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,188DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,191,063NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,694,690GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,191,063CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,556,248TotalRevAndExpnssAmt
Total Net Invst Incm$1,256,689TotalNetInvstIncmAmt
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$4,460AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,122AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$23,440OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,440OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,070TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,134TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$596OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$522OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,566TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,624TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,644TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$280,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$280,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$317,616TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,624TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$283,694TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,238,632ExcessRevenueOverExpensesAmt
Net Investment Income$1,231,065NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$154,839CashBOYAmt
Sav And Temp Cash Invst EOY$6,062,172SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,062,172SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$299,961USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,219,300CorporateStockBOYAmt
Corporate Stock EOY$135,405CorporateStockEOYAmt
Corporate Stock EOYFMV$279,155CorporateStockEOYFMVAmt
Corporate Bonds BOY$477,111CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Total Assets BOY$5,151,211TotalAssetsBOYAmt
Total Assets EOY$6,197,577TotalAssetsEOYAmt
Total Assets EOYFMV$6,341,327TotalAssetsEOYFMVAmt
Other Liabilities BOY$20,076OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$20,076TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,131,135NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,197,577NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,131,135TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,197,577TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,151,211TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,197,577TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,131,135TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,238,632ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,369,767SubtotalAmt
Other Decreases$172,190OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,197,577TotNetAstOrFundBalancesEOYAmt

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
PUBLICLY TRADED SECURITIESP$6,692,822$5,503,627$1,189,195$1,189,195
CAPITAL GAINS DIVIDENDSP$1,868$1,868$1,868
FieldValueIRS element (for citing)
Capital Gain Net Income$1,191,063CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,112InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,112SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,112TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,520EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,520TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$11,592TaxDueAmt

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 AddressN/AWebsiteAddressTxt
Individual With BooksKIMBERLY TWEEDIndividualWithBooksNm
Phone4237831251PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1129 GLENFIELD TRAILAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37745ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (9 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 TRAILGREENEVILLETN37745BOARD MEMBER1.00$0$0$0
TAYLOR HARMON
1507 SUN VALLEY DRGREENEVILLETN37745BOARD MEMBER1.00$0$0$0
GYPSY TWEED
404 MONTAIGNE CTGREENEVILLETN37745BOARD MEMBER1.00$0$0$0
HALLE TWEED
129 GLENFIELD TRAILGREENEVILLETN37745BOARD MEMBER1.00$0$0$0
JANCIE PAINTER
270 LORI CIRCLECHUCKEYTN37641BOARD MEMBER1.00$0$0$0
SAMANTHA HUGHES
1104 SYCAMORE CREEK DRJONESBOROUGHTN37659BOARD MEMBER1.00$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$2,096,295AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,150,555AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,246,850TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,246,850AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$93,703CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,153,147NetVlNoncharitableAssetsAmt
Minimum Investment Return$307,657MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$307,657MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,112TaxBasedOnInvestmentIncomeAmt
Total Tax$17,112TotalTaxAmt
Distributable Before Adj$290,545DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$290,545DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$290,545DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$283,694ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$283,694QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$290,545DistributableAsAdjustedAmt
Undistributed Income PY$216,312UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$283,694QualifyingDistributionsAmt
Applied To Year1$216,312AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$67,382AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$223,163UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

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 (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS CLUB OF GREENE COUNTY
PO BOX 1977GREENVILLETN37744N/APCGENERAL SUPPORT$15,000
CUMBERLAND HEIGHTS FOUNDATION
8283 RIVER ROAD PIKE PO BOX 90727NASHVILLETN90727N/APCGENERAL SUPPORT$30,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129N/APCGENERAL SUPPORT$5,000
GREENE COUNTY UNITED WAY INC
115 ACADEMY STGREENVILLETN37743N/APCGENERAL SUPPORT$15,000
HOLSTON UNITED METHODIST HOME FOR CHILDREN
PO BOX 188GREENVILLETN37744N/APCGENERAL SUPPORT$26,000
JEREMIAH SCHOOL
2423 SUSANNAH STJOHNSON CITYTN37601N/APCGENERAL SUPPORT$30,000
LIVE AND LEARN PROGRAM
326 E CORONADO RD SUITE 201PHOENIXAZ85004N/APCGENERAL SUPPORT$10,000
PROVIDENCE ACADEMY
2788 CARROLL CREEK RDJOHNSON CITYTN37615N/APCGENERAL SUPPORT$22,000
THE HOPE CENTER
314 TUSCULUM BLVDGREENVILLETN37743N/APCGENERAL SUPPORT$15,000
THE MIDST
2506 SOUTH ROAN STREETJOHNSON CITYTN37601N/APCGENERAL SUPPORT$35,000
THE WELL INC
PO BOX 181JOHNSON CITYTN37605N/APCGENERAL SUPPORT$15,750
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903N/APCGENERAL SUPPORT$20,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 DANNY THOMAS PLACEMEMPHISTN38105N/APCGENERAL SUPPORT$20,000
SAMARITAN'S FEET INTERNATIONAL
4808 CHESAPEAKE DRIVECHARLOTTENC28216N/APCGENERAL SUPPORT$5,000
SMALL MIRACLES THERAPEUTIC EQUESTRIAN CENTER INC
1026 ROCK SPRINGS DRIVEKINGSPORTTN37664N/APCGENERAL SUPPORT$5,000
JOHN WOOD MINISTRIES INC
3300 N RIDGE DRWACOTX76710N/APCGENERAL SUPPORT$5,000
AMERICAS YOUTH
907 S 11TH STFERNANDINA BEACHFL32034N/APCGENERAL SUPPORT$5,000
ISAIAH HOUSE INCE
PO BOX 188WILLISBURGKY40078N/APCGENERAL SUPPORT$1,000
CHUCKEY ELEMENTARY SCHOOL
1605 CHUCKEY HIGHWAYCHUCKEYTN37641N/APCGENERAL SUPPORT$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$280,050TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$438ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,188ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,191,063ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,256,689ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,256,689TotalIncomeProducingActyAmt

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 KIM TWEEDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1129 GLENFIELD TRAILAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37745ZIPCd
FieldValueIRS element (for citing)
Total Contributions$299,559TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
12,500 SHARES OF AMERICAN INTL GROUP INC SYMBOL: AIG$120,5252021-06-24
1243 SHARES OF VANGUARD SMALL CAP VALUE SYMBOL: VBR$42,4692021-06-24
11,100 SHARES OF WYNN RESORTS LTD SYMBOL: WYNN$136,5652021-06-24

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,460Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,122DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VI-B, LINES 1A(3) AND 1BFormAndLineReferenceDesc
Medium ExplanationPART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE JOHN TWEED AND KIMBERLY TWEED ARE SUBSTANTIAL CONTRIBUTORS TO THE TWEED FAMILY FOUNDATION, INC. AND ARE THEREFORE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" BY SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THEY ARE NOT COMPENSATED AND THIS SERVICE QUALIFIES UNDER THE EXCEPTIONS DESCRIBED IN REGULATIONS FOR SECTION 4941.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN INTERNATIONAL AIG$53,725$142,150
WYNN RESORTS LTD$60,484$93,544
VANGUARD SMALL CAP VALUE VBR$21,196$43,461

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UBS PRIOR PERIOD REPORTING ADJUSTMENTS$8,036
BOOK TO TAX DIFFERENCE FOR GIFTED STOCKS$164,154

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES$50$50$0
IT/TECHNOLOGY FEES$522$0$522
MISC OTHER EXPENSE$24$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescSHORT CALL OPTIONSDesc
BOY Book Value$20,076BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$23,440Amt
Net Investment Income$23,440NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2020 FEDERAL TAX DUE$56$0$0
FOREIGN TAXES$2,134$2,134$0
2020 ESTIMATED TAXES$1,360$0$0
2021 ESTIMATES TAXED$5,520$0$0

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