THE BOEDECKER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE BOEDECKER FOUNDATION (EIN 20-8495254)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349101945
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T10:07:25-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840930288 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROCK AND COMPANY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4949 PEARL EAST CR SUITE 200 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208495254 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOEDECKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOED | BusinessNameControlTxt |
| Phone | 3035461513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4450 ARAPAHOE AVE STE 100 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE BOEDECKER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3035461513 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | BOEDECKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC CHRISTOPHER | PreparerPersonNm |
| PTIN | P00669032 | PTIN |
| Phone | 3034442971 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,980,121 | 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 | $213 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $213 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $207,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $207,949 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $138,980 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $138,980 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$707,509 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $6,313,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,923,745 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,313,242 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$212,490 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$89,318 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,447,894 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,571,066 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $553,565 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $153,852 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $399,713 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $65,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $25,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $40,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $193,747 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $53,850 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $139,897 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,755 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $25,220 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $535 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,088 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,238 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,607 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,607 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $40,785 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $40,785 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,083 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44,083 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $420,341 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $418,897 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $418,897 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $26,519 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,519 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,747 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,842 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,905 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,091 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,091 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $321,430 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $280,731 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,351 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,843,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,148,105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $418,897 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $668,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,577,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,577,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,421,425 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,148,105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $418,897 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,246,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,026,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,422,961 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $159,721 | CashBOYAmt |
| Cash EOY | $42,055 | CashEOYAmt |
| Cash EOYFMV | $42,055 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $351,299 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,430,738 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,430,738 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3,394 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $14,669,147 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,434,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,903,693 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $14,126,888 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $393,781 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $13,733,107 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $13,733,107 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $24,683,775 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,664,773 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,868,612 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $24,355 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,439 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,360 | LandBOYAmt |
| Land EOY | $1,916 | LandEOYAmt |
| Land EOYFMV | $1,916 | LandEOYFMVAmt |
| Total Assets BOY | $39,870,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,306,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,980,121 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,548,734 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $958,192 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,548,734 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $958,192 | 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 | $36,321,962 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,348,431 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,321,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,348,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,870,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,306,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,321,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,026,469 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,348,431 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,348,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $17,673,745 | $13,673,891 | $3,999,854 | $3,999,854 | |||
| CAPITAL GAINS FROM PARTNERSHIPS | P | $1,180,144 | $1,180,144 | |||||
| CAPITAL GAIN DISTRIBUTIONS | P | $5,094 | $5,094 | |||||
| 1619 AND 1701 17TH AVE S, NASHVILLE, TN | P | $3,250,000 | $2,297,848 | $1,127,598 | $1,127,598 | 2018-05-01 | 2021-07-30 | $175,446 |
| CAPITAL GAIN REPORTED ON 990-T | P | $552 | $552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,313,242 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $75,379 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $75,379 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $75,379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $69,329 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $38,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $107,329 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $31,950 | OverpaymentAmt |
| Applied To ES Tax | $31,950 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BOEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SHELLEY DIEDE | IndividualWithBooksNm |
| Phone | 3035461513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4450 ARAPAHOE AVE NO 100 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80303 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE BOEDECKER | ||||||||
| 702 SKYVIEW DR | NASHVILLE | TN | 37206 | PRESIDENT/CEO/DIRECTOR | 20.00 | $25,195 | $17,418 | $0 |
| STEVE BECK | ||||||||
| 4450 ARAPAHOE AVE STE 100 | BOULDER | CO | 80303 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY HUMPHREY | ||||||||
| 2693 TRAILRIDGE DR W | LAFAYETTE | CO | 80026 | SR. VP OF OPERATIONS | 1.00 | $116,667 | $25,534 | $0 |
| BRIANNA BOEDECKER | ||||||||
| 1708 FORREST AVE | NASHVILLE | TN | 37206 | VP OF PROGRAMS | 40.00 | $148,000 | $28,659 | $0 |
| JENNIFER STAPLETON | ||||||||
| 14340 LIPAN STREET | WESTMINSTER | CO | 80023 | VP OF OPERATIONS | 40.00 | $114,803 | $40,640 | $0 |
| SHELLEY DIEDE | ||||||||
| 17940 WAGON TRAIL | MEAD | CO | 80542 | CFO | 40.00 | $127,900 | $15,778 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH G MARTINEZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1006 WHISPERING WIND WAY | AddressLine1Txt |
| City | HENDERSONVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMIN/PROP MGMT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 32.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,000 | CompensationAmt |
| Employee Benefits | $22,756 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | ||||||
| 8044 MONTGOMERY RD STE 570 TOWERS | OF KENWOOD | CINCINNATI | OH | 45236 | INVESTMENT MANAGEMENT | $70,345 |
| JEFFERY HUMPHREY | ||||||
| 2693 TRAILRIDGE DR | LAFAYETTE | CO | 80026 | COMMISSION ON SALE OF PROPERTIES | $64,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $18,697,136 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,964,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,603,635 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,265,158 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,265,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $693,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,571,181 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,278,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,278,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $75,379 | TotalTaxAmt |
| Distributable Before Adj | $2,203,180 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,203,180 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,203,180 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,246,528 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,246,528 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,203,180 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,465,439 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $349,461 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $325,980 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $456,427 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $745,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,342,562 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,246,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,203,180 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,348 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,385,910 | 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 | $1,465,439 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,920,471 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $349,461 | ExcessFromYear4Amt |
| Excess From Year3 | $325,980 | ExcessFromYear3Amt |
| Excess From Year2 | $456,427 | ExcessFromYear2Amt |
| Excess From Year1 | $745,255 | ExcessFromYear1Amt |
| Excess From Current Year | $43,348 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BACKFIELD IN MOTION | |||||||||||
| 920 WOODLAND ST | NASHVILLE | TN | 37206 | PC | PROGRAM NEEDS | $40,000 | |||||
| CHEWELAH PERFORMING AND CULTURAL ARTS CENTER | |||||||||||
| 1500 ROSENCRANS AVE STE 200 | MANHATTAN BEACH | CA | 90266 | PC | PROGRAM NEEDS | $10,000 | |||||
| CHILDREN'S CANCER ASSOCIATION | |||||||||||
| 1200NW NAITO PARKWAY STE 140 | PORTLAND | OR | 97209 | PC | PROGRAM NEEDS | $20,000 | |||||
| EQUAL CHANCE FOR EDUCATION | |||||||||||
| 700 BELLE MEAD BLVD | NASHVILLE | TN | 37205 | PC | PROGRAM NEEDS | $50,000 | |||||
| EVERY MOTHER COUNTS | |||||||||||
| 180 VARICK ST SUITE 1116 | NEW YORK | NY | 10014 | PC | PROGRAM NEEDS | $50,000 | |||||
| FAMILY AFFAIR MINISTRY | |||||||||||
| 1600 RIVERSIDE DR | NASHVILLE | TN | 37216 | PC | PROGRAM NEEDS | $5,000 | |||||
| FANNIE BATTLE | |||||||||||
| 108 CHAPEL AVE | NASHVILLE | TN | 37206 | PC | PROGRAM NEEDS | $62,500 | |||||
| FORT LEWIS COLLEGE FOUNDATION | |||||||||||
| 1000 RIM DRIVE | DURANGO | CO | 81301 | PC | PROGRAM NEEDS | $20,000 | |||||
| HOMEBOUND MEALS PROGRAM | |||||||||||
| 381 W MAIN ST | HENDERSONVILLE | TN | 37075 | PC | PROGRAM NEEDS | $5,000 | |||||
| HOMELAND HEART BIRTH & WELLNESS | |||||||||||
| 2092 RODMAN BLVD | GALLATIN | TN | 37066 | PC | PROGRAM NEEDS | $13,940 | |||||
| INTERFAITH DENTAL CLINIC | |||||||||||
| 600 HILL AVE STE 101 | NASHVILLE | TN | 37210 | PC | PROGRAM NEEDS | $10,000 | |||||
| LA FOUNDACION LACTOT | |||||||||||
| NC | PROGRAM NEEDS | $269,977 | CALLE ESMERALDA S/N ENTRE VIOLETA Y | GRIS COLONIA ARCOIRIS II | LA PAZ | B.C.S. | MX | ||||
| LUBICK FOUNDATION | |||||||||||
| 2221 BALDWIN ST | FORT COLLINS | CO | 80528 | PC | PROGRAM NEEDS | $10,000 | |||||
| LYON'S FIRE FUND | |||||||||||
| PO BOX 695 | LYONS | CO | 80540 | PC | PROGRAM NEEDS | $20,000 | |||||
| MIDDLE TN DONORS FORUM | |||||||||||
| 100 BLUEGRASS COMMONS BLVD STE 320 | HENDERSONVILLE | TN | 37075 | PC | PROGRAM NEEDS | $3,750 | |||||
| NASHVILLE FOOD PROJECT | |||||||||||
| 5904 CALIFORNIA AVE | NASHVILLE | TN | 37209 | PC | PROGRAM NEEDS | $50,000 | |||||
| NASHVILLE RESCUE MISSION | |||||||||||
| 639 LAFAYETTE ST | NASHVILLE | TN | 37203 | PC | PROGRAM NEEDS | $15,000 | |||||
| NURSES FOR NEWBORNS | |||||||||||
| 50 VANTAGE WAY STE 101 | NASHVILLE | TN | 37228 | PC | PROGRAM NEEDS | $50,000 | |||||
| READY NEST FOUNDATION INC | |||||||||||
| 3014 FOREST WANDER WAY | NASHVILLE | TN | 37206 | PC | PROGRAM NEEDS | $15,000 | |||||
| RENEWAL HOUSE | |||||||||||
| PO BOX 280356 | NASHVILLE | TN | 37228 | PC | PROGRAM NEEDS | $20,000 | |||||
| SMALL WORLD YOGA | |||||||||||
| 1701 17TH S | NASHVILLE | TN | 37212 | PC | PROGRAM NEEDS | $40,000 | |||||
| SONGS FOR SOUND | |||||||||||
| 618 CHURCH ST 520 | NASHVILLE | TN | 37211 | PC | PROGRAM NEEDS | $20,000 | |||||
| ST LUKE'S COMMUNITY HOUSE | |||||||||||
| 5601 NEW YORK AVE | NASHVILLE | TN | 37209 | PC | PROGRAM NEEDS | $50,000 | |||||
| THE CHILDREN'S HOSPITAL | |||||||||||
| 123 E 16TH AVE | AURORA | CO | 80045 | PC | PROGRAM NEEDS | $10,000 | |||||
| THE DAIRY CENTER FOR THE ARTS | |||||||||||
| 2590 WALNUT ST | BOULDER | CO | 80302 | PC | PROGRAM NEEDS | $180,000 | |||||
| THERE WITH CARE | |||||||||||
| 2825 WILDERNESS PLACE | BOULDER | CO | 80301 | PC | PROGRAM NEEDS | $90,000 | |||||
| THISTLE FARMS | |||||||||||
| 5122 CHARLOTTE PIKE | NASHVILLE | TN | 37209 | PC | PROGRAM NEEDS | $50,000 | |||||
| UNIVERSITY OF COLORADO FOUNDATION | |||||||||||
| 4740 WALNUT STREET | BOULDER | CO | 80301 | PC | PROGRAM NEEDS | $100,000 | |||||
| VANDERBUILT UNIV | |||||||||||
| 3322 W 2ND AVE STE 900 | NASHVILLE | TN | 37203 | PC | PROGRAM NEEDS | $60,000 | |||||
| WORLD SPARK | |||||||||||
| 1635 SE MALDEN STE A | PORTLAND | OR | 97202 | PC | PROGRAM NEEDS | $100,000 | |||||
| NASHVILLE PUBLIC EDUCATION FOUNDATION | |||||||||||
| 1207 18TH AVE | NASHVILLE | TN | 37210 | PC | PROGRAM NEEDS | $30,000 | |||||
| EQUITY ALLIANCE | |||||||||||
| PO BOX 331821 | NASHVILLE | TN | 37203 | PC | PROGRAM NEEDS | $25,000 | |||||
| ABORTION CARE FOR TENNESSEE | |||||||||||
| 4525 CHARLOTTE AVE | NASHVILLE | TN | 37209 | PC | PROGRAM NEEDS | $10,000 | |||||
| 4 13 STRONG | |||||||||||
| 1276 FOSTER AVE | NASHVILLE | TN | 37210 | PC | PROGRAM NEEDS | $5,000 | |||||
| RAPHAH INSTITUTE | |||||||||||
| 615 MAIN STREET | NASHVILLE | TN | 37206 | PC | PROGRAM NEEDS | $20,000 | |||||
| SUNSHINE COMMUNITY | |||||||||||
| 7223 MAUMEE WESTERN RD | MAUMEE | OH | 43537 | PC | PROGRAM NEEDS | $10,000 | |||||
| NICKI MITCHELL FOUNDATION INC | |||||||||||
| PO BOX 68305 | NASHVILLE | TN | 37206 | PC | PROGRAM NEEDS | $15,000 | |||||
| INGLEWOOD ELEMENTARY PTA | |||||||||||
| 1705 LITTON AVE | NASHVILLE | TN | 37216 | PC | PROGRAM NEEDS | $2,500 | |||||
| CIVIC TN | |||||||||||
| 5016 CENTENNIAL BLVD | NASHVILLE | TN | 37209 | PC | PROGRAM NEEDS | $5,000 | |||||
| BOULDER COUNTRY DAY | |||||||||||
| 4820 NAUTILUS CT N | BOULDER | CO | 80301 | PC | PROGRAM NEEDS | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,577,667 | 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 | $213 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,949 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$707,509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $552 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,312,690 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | ExclusionExclusionCd |
|---|---|---|---|---|
| RIVERSIDE REVIVAL, LLC | 722320 | -$43,138 | ||
| INCOME FROM PASSTHROUGH ENTITIES | -$93,776 | |||
| PASSTHROUGH INCOME REPORTED ON 990-T | 523000 | -$80,034 | $0 | 41 |
| OTHER MISC INCOME | $4,458 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$122,620 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,724,025 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,601,405 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADP - PAYROLL SERVICE FEES | $3,613 | $0 | $0 | $3,613 |
| BROCK AND COMPANY | $10,475 | $5,238 | $0 | $5,237 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (45 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | AcquiredAcquiredDt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|---|
| FURNITURE, FIXTURES, AND EQUIPMENT | $24,355 | $20,995 | 0.000000000000 | $1,444 | $0 | $0 | |||
| RIVERSIDE PROPERTY | $2,007,450 | $50,186 | $50,186 | $50,186 | 2021-01-01 | SL | 40.000000000000 | ||
| 1600 RIVERSIDE PROPERTY PRE '21 | $502,818 | $12,570 | $12,570 | $12,570 | 2021-01-01 | SL | 40.000000000000 | ||
| 1606 RIVERSIDE COMPUTER & SOFTWARE EQUIP | $3,394 | $509 | $509 | $509 | 2021-03-18 | SL | 5.000000000000 | ||
| 1606 RIVERSIDE EQUIPMENT | $2,918 | $49 | $49 | $49 | 2021-10-25 | SL | 10.000000000000 | ||
| 1606 RIVERSIDE FURNITURE | $5,112 | $511 | $511 | $511 | 2021-01-01 | SL | 10.000000000000 | ||
| 1606 RIVERSIDE IMPROVEMENTS | $166,050 | $4,151 | $4,151 | $4,151 | 2021-01-01 | SL | 40.000000000000 | ||
| 1606 RIVERSIDE PROPERTY | $357,416 | $8,935 | $8,935 | $8,935 | 2021-01-01 | SL | 40.000000000000 | ||
| 1600 PORTER PROPERTY | $27,083 | $677 | $677 | $677 | 2021-01-01 | SL | 40.000000000000 | ||
| 1602 PORTER IMPROVEMENTS | $16,100 | $403 | $403 | $403 | 2021-01-01 | SL | 40.000000000000 | ||
| ELECTRIC CAR CHARGERS | $4,769 | $477 | $477 | $477 | 2021-01-01 | SL | 10.000000000000 | ||
| PLAYGROUND EQUIPMENT | $599 | $5 | $5 | $5 | 2021-11-30 | SL | 10.000000000000 | ||
| PLAYGROUND STRUCTURE | $6,479 | $108 | $108 | $108 | 2021-05-04 | SL | 40.000000000000 | ||
| 1606 PORTER PROPERTY | $149,793 | $3,745 | $3,745 | $3,745 | 2021-01-01 | SL | 40.000000000000 | ||
| ANNEX 2 IMPROVEMENTS PRE 21 | $2,788,258 | $69,706 | $69,706 | $69,706 | 2021-01-01 | SL | 40.000000000000 | ||
| ANNEX 2 EQUIPMENT PRE 21 | $2,322 | $232 | $232 | $232 | 2021-01-01 | SL | 10.000000000000 | ||
| ANNEX 2 APPLIANCES | $6,081 | $253 | $253 | $253 | 2021-07-26 | SL | 10.000000000000 | ||
| ANNEX 2 APPLIANCES | $2,634 | $44 | $44 | $44 | 2021-10-21 | SL | 10.000000000000 | ||
| ANNEX 1 FURNITURE PRE '21 | $17,348 | $1,735 | $1,735 | $1,735 | 2021-01-01 | SL | 10.000000000000 | ||
| ANNEX 1 KIDS FUNITURE | $1,309 | $98 | $98 | $98 | 2021-04-01 | SL | 10.000000000000 | ||
| ANNEX 1 CONFERENCE TABLE | $1,679 | $84 | $84 | $84 | 2021-06-30 | SL | 10.000000000000 | ||
| ANNEX 1 RUG | $186 | $9 | $9 | $9 | 2021-07-01 | SL | 10.000000000000 | ||
| ANNEX 1 CHAIRS | $26,952 | $1,348 | $1,348 | $1,348 | 2021-07-06 | SL | 10.000000000000 | ||
| KITCHEN EQUIPMENT PRE '21 | $219,623 | $21,962 | $21,962 | $21,962 | 2021-01-01 | SL | 10.000000000000 | ||
| KITCHEN ROTISSERIE RODS | $892 | $89 | $89 | $89 | 2021-01-04 | SL | 10.000000000000 | ||
| KITCHEN EQUIPMENT | $3,519 | $117 | $117 | $117 | 2021-09-13 | SL | 10.000000000000 | ||
| SOFTWARE & COMPUTER PRE '21 | $56,812 | $11,362 | $11,362 | $11,362 | 2021-01-01 | SL | 5.000000000000 | ||
| COMPUTER EQUIPMENT | $6,473 | $863 | $863 | $863 | 2021-04-28 | SL | 5.000000000000 | ||
| SECURITY EQUIPMENT PRE '21 | $47,616 | $4,762 | $4,762 | $4,762 | 2021-01-01 | SL | 10.000000000000 | ||
| SECURITY EQUIPMENT | $2,507 | $167 | $167 | $167 | 2021-04-26 | SL | 10.000000000000 | ||
| ANNEX 1 IMPROVEMENTS PRE 21 | $5,098,589 | $127,465 | $127,465 | $127,465 | 2021-01-01 | SL | 40.000000000000 | ||
| RIVERSIDE REVIVAL SIGN | $41,641 | $868 | $868 | $868 | 2021-02-24 | SL | 40.000000000000 | ||
| PORTER ROAD SIGN | $1,100 | $21 | $21 | $21 | 2021-03-29 | SL | 40.000000000000 | ||
| MURALS | $2,225 | $37 | $37 | $37 | 2021-05-14 | SL | 40.000000000000 | ||
| ANNEX 2 SECURITY SYSTEM | $31,123 | $2,594 | $2,594 | $2,594 | 2021-02-16 | SL | 10.000000000000 | ||
| ANNEX 2 ELEVATOR CONTROLS | $2,990 | $19 | $19 | $19 | 2021-10-01 | SL | 40.000000000000 | ||
| ANNEX 2 DOORBELL | $2,507 | $21 | $21 | $21 | 2021-09-14 | SL | 40.000000000000 | ||
| ANNEX 2 APPLIANCES | $1,243 | $93 | $93 | $93 | 2021-04-06 | SL | 10.000000000000 | ||
| ANNEX 2 OFFICE FURNITURE | $17,907 | $746 | $746 | $746 | 2021-07-27 | SL | 10.000000000000 | ||
| KITCHEN ICE MACHINE | $6,335 | $528 | $528 | $528 | 2021-03-10 | SL | 10.000000000000 | ||
| 1600 RIVERSIDE PROPERTY | $2,185 | $55 | $55 | $55 | 2021-01-01 | SL | 40.000000000000 | ||
| ANNEX 1, KITCHEN, & SANCTUARY BUILDING | $859,205 | $21,480 | $21,480 | $21,480 | 2021-01-01 | SL | 40.000000000000 | ||
| ANNEX 2 BUILDING | $902,413 | $22,560 | $22,560 | $22,560 | 2021-01-01 | SL | 40.000000000000 | ||
| RIVERSIDE LAND | $501,863 | $0 | $0 | $0 | 2021-01-01 | L | |||
| ANNEX 1 EQUIPMENT | $221,370 | $22,137 | $22,137 | $22,137 | 2021-01-01 | SL | 10.000000000000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA FUNDACION CANCTOT AC | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CALLE ESMERALDA S/N ENTRE VIOLETA Y | AddressLine1Txt |
| Address Line2 | GRIS | AddressLine2Txt |
| City | LA PAZ BC S | CityNm |
| Province Or State | ARCOIRIS II | ProvinceOrStateNm |
| Country | MX | CountryCd |
| Foreign Postal | 23088 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-01-01 | GrantDt |
| Grant | $240,000 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT. | PurposeOfGrantTxt |
| Expended By Grantee | $240,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | THE FOUNDATION IS NOT AWARE OF A DIVERSION OF FUNDS BY THE GRANTEE. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | MONTHLY REPORTS. | DatesOfReportsByGranteeTxt |
| Results Of Verification | GRANT FUNDS WERE SPENT IN ACCORDANCE WITH THE GRANT AGREEMENT. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS AND STOCK FUNDS HELD BY MORGAN STANLEY & WELLS FARGO | StockNm |
| EOY Book Value | $13,434,034 | EOYBookValueAmt |
| EOYFMV | $20,903,693 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (44 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| RIVERSIDE PROPERTY | $2,007,450 | $50,186 | $1,957,264 |
| 1600 RIVERSIDE PROPERTY PRE '21 | $502,818 | $12,570 | $490,248 |
| 1606 RIVERSIDE COMPUTER & SOFTWARE EQUIP | $3,394 | $509 | $2,885 |
| 1606 RIVERSIDE EQUIPMENT | $2,918 | $49 | $2,869 |
| 1606 RIVERSIDE FURNITURE | $5,112 | $511 | $4,601 |
| 1606 RIVERSIDE IMPROVEMENTS | $166,050 | $4,151 | $161,899 |
| 1606 RIVERSIDE PROPERTY | $357,416 | $8,935 | $348,481 |
| 1600 PORTER PROPERTY | $27,083 | $677 | $26,406 |
| 1602 PORTER IMPROVEMENTS | $16,100 | $403 | $15,697 |
| ELECTRIC CAR CHARGERS | $4,769 | $477 | $4,292 |
| PLAYGROUND EQUIPMENT | $599 | $5 | $594 |
| PLAYGROUND STRUCTURE | $6,479 | $108 | $6,371 |
| 1606 PORTER PROPERTY | $149,793 | $3,745 | $146,048 |
| ANNEX 2 IMPROVEMENTS PRE 21 | $2,788,258 | $69,706 | $2,718,552 |
| ANNEX 2 EQUIPMENT PRE 21 | $2,322 | $232 | $2,090 |
| ANNEX 2 APPLIANCES | $6,081 | $253 | $5,828 |
| ANNEX 2 APPLIANCES | $2,634 | $44 | $2,590 |
| ANNEX 1 FURNITURE PRE '21 | $17,348 | $1,735 | $15,613 |
| ANNEX 1 KIDS FUNITURE | $1,309 | $98 | $1,211 |
| ANNEX 1 CONFERENCE TABLE | $1,679 | $84 | $1,595 |
| ANNEX 1 RUG | $186 | $9 | $177 |
| ANNEX 1 CHAIRS | $26,952 | $1,348 | $25,604 |
| KITCHEN EQUIPMENT PRE '21 | $219,623 | $21,962 | $197,661 |
| KITCHEN ROTISSERIE RODS | $892 | $89 | $803 |
| KITCHEN EQUIPMENT | $3,519 | $117 | $3,402 |
| SOFTWARE & COMPUTER PRE '21 | $56,812 | $11,362 | $45,450 |
| COMPUTER EQUIPMENT | $6,473 | $863 | $5,610 |
| SECURITY EQUIPMENT PRE '21 | $47,616 | $4,762 | $42,854 |
| SECURITY EQUIPMENT | $2,507 | $167 | $2,340 |
| ANNEX 1 IMPROVEMENTS PRE 21 | $5,098,589 | $127,465 | $4,971,124 |
| RIVERSIDE REVIVAL SIGN | $41,641 | $868 | $40,773 |
| PORTER ROAD SIGN | $1,100 | $21 | $1,079 |
| MURALS | $2,225 | $37 | $2,188 |
| ANNEX 2 SECURITY SYSTEM | $31,123 | $2,594 | $28,529 |
| ANNEX 2 ELEVATOR CONTROLS | $2,990 | $19 | $2,971 |
| ANNEX 2 DOORBELL | $2,507 | $21 | $2,486 |
| ANNEX 2 APPLIANCES | $1,243 | $93 | $1,150 |
| ANNEX 2 OFFICE FURNITURE | $17,907 | $746 | $17,161 |
| KITCHEN ICE MACHINE | $6,335 | $528 | $5,807 |
| 1600 RIVERSIDE PROPERTY | $2,185 | $55 | $2,130 |
| ANNEX 1, KITCHEN, & SANCTUARY BUILDING | $859,205 | $21,480 | $837,725 |
| ANNEX 2 BUILDING | $902,413 | $22,560 | $879,853 |
| RIVERSIDE LAND | $501,863 | $0 | $501,863 |
| ANNEX 1 EQUIPMENT | $221,370 | $22,137 | $199,233 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS X LP | AT COST | $3,261,704 | $3,203,076 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS VII | AT COST | $189,252 | $189,089 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS VI | AT COST | $59,726 | $114,193 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS V | AT COST | $114,571 | $114,539 |
| MUSIC ROW LLC | AT COST | $218,204 | $218,204 |
| MIDDLE TENNESSEE FOUNDATION LLC | AT COST | $12,995 | $12,995 |
| MAROON PEAKS PRIVATE EQUITY FUND V | AT COST | $315,987 | $313,993 |
| MAROON PEAKS PRIVATE EQUITY FUND III | AT COST | $440,698 | $106,844 |
| ELDORADO NATURAL RESOURCES FUND II | AT COST | $136,015 | $147,594 |
| EARTH FX | AT COST | $300,000 | $300,000 |
| ARAPAHOE PEAK RE FUND LP | AT COST | $215,878 | $245,230 |
| ARAPAHOE PEAK RE FUND II | AT COST | $0 | $43,800 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI | AT COST | $4,647,942 | $4,647,942 |
| TIGER GLOBAL XV LP | AT COST | $495,000 | $495,000 |
| ENTERPRISE PRODUCT PARTNERS LP | AT COST | $148,226 | $135,662 |
| ENERGY TRANSFER LP | AT COST | $139,275 | $136,396 |
| WEATHERLOW OFFSHORE FUND I LTD | AT COST | $969,300 | $1,444,055 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE, FIXTURES, AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $24,355 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $22,439 | AccumulatedDepreciationAmt |
| Book Value | $1,916 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FAIRFIELD & WOODS | $535 | $0 | $0 | $535 |
| LEGAL FEES | $13,473 | $13,473 | $0 | |
| LEGAL FEES | $11,747 | $11,747 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (24 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $7,673 | $0 | $0 | $7,673 |
| TELEPHONE | $8,703 | $0 | $0 | $8,703 |
| PUBLIC RELATIONS | $23,600 | $0 | $0 | $23,600 |
| BANK CHARGES | $375 | $0 | $0 | $375 |
| NONDEDUCTIBLE EXPENSES | $348 | $0 | $0 | $0 |
| ADVERTISING | $775 | $775 | $0 | |
| BANK SERVICE CHARGES | $162 | $162 | $0 | |
| COMPUTER & INTERNET EXPENSES | $24,248 | $24,248 | $0 | |
| FURNISHINGS & SUPPLIES | $18,079 | $18,079 | $0 | |
| INSURANCE | $33,243 | $33,243 | $0 | |
| CLEANING & MAINTENANCE | $54,142 | $54,142 | $0 | |
| LICENSES & PERMITS | $409 | $409 | $0 | |
| MEALS & ENTERTAINMENT | $1,705 | $1,705 | $0 | |
| MOVING & STORAGE | $8,725 | $8,725 | $0 | |
| OFFICE EXPENSE | $6,725 | $6,725 | $0 | |
| REPAIRS & MAINTENANCE | $25,658 | $25,658 | $0 | |
| SECURITY | $16,599 | $16,599 | $0 | |
| TELEPHONE & UTILITIES | $69,370 | $69,370 | $0 | |
| SUPPLIES | $1,208 | $1,208 | $0 | |
| CLEANING & MAINTENANCE | $895 | $895 | $0 | |
| MISCELLANEOUS | $959 | $959 | $0 | |
| INSURANCE | $2,186 | $2,186 | $0 | |
| REPAIRS & MAINTENANCE | $8,749 | $8,749 | $0 | |
| UTILITIES | $6,894 | $6,894 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RIVERSIDE REVIVAL, LLC | -$43,138 | $0 | $0 |
| INCOME FROM PASSTHROUGH ENTITIES | -$93,776 | -$93,776 | $0 |
| PASSTHROUGH INCOME REPORTED ON 990-T | -$80,034 | $0 | |
| OTHER MISC INCOME | $4,458 | $4,458 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| MARGIN LOAN ON MORGAN STANLEY INVESTMENTS | $3,548,734 | $0 |
| MARGIN LOAN ON WELLS FARGO INVESTMENTS | $0 | $914,587 |
| ARAPAHOE PEAK REAL ESTATE FUND II NEGATIVE BOOK VALUE | $0 | $43,605 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISOR FEES | $91,032 | $91,032 | $0 | $0 |
| PAYROLL FEES | $2,645 | $2,645 | $0 | |
| PAYROLL FEES | $1,930 | $1,930 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $697 | $697 | $0 | $0 |
| EXCISE TAX EXPENSE | $25,000 | $0 | $0 | $0 |
| PAYROLL TAXES | $5,808 | $5,808 | $0 | |
| PROPERTY TAXES | $21,870 | $21,870 | $0 | |
| PAYROLL TAXES | $872 | $872 | $0 | |
| PROPERTY TAXES | $14,836 | $14,836 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSIC ROW HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1619 17TH AVE S | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474971073 | EIN |
| Desc | NET GAIN FROM SALE OF RENTAL PROPERTIES | Desc |
| Amt | $12,389 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,127,598 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| MIDDLE TENNESSEE FOUNDATION HOLDINGS LLC | ||||||
| 1606 RIVERSIDE DRIVE | NASHVILLE | TN | 37216 | 821629797 | DEVELOPMENT OF EVENT CENTER, ONGOING SUPPORT OF EVENT CENTER. | $2,184,393 |
| MUSIC ROW HOLDINGS LLC | ||||||
| 1619 17TH AVE S | NASHVILLE | TN | 37212 | 474971073 | SUPPORT OF RENTAL ACTIVITY | $12,389 |
| RIVERSIDE REVIVAL LLC | ||||||
| 1600 RIVERSIDE DRIVE | NASHVILLE | TN | 37216 | 853544894 | SUPPORT FOR OPERATIONS | $35,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,232,389 | TotalAmt |
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