THE HEALING TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE HEALING TRUST (EIN 52-2362225)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349101500
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)
Return2022-11-15T08:08:44-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620713250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KRAFTCPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 GREAT CIRCLE ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522362225EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HEALING TRUSTBusinessNameLine1Txt
Business Name Line2FORMERLY BAPTIST HEALING HOSPITAL TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone6152848271PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12928 SIDCO DRIVEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTEN KEELY-DINGERPersonNm
Person TitleCEOPersonTitleTxt
Phone6152848271PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKRISTENPersonFirstNm
Person LastKEELY-DINGERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA L LONGPreparerPersonNm
PTINP00547043PTIN
Phone6152427351PhoneNum
Preparation2022-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$146,995,032FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$566,453InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$566,453InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$857,716DividendsRevAndExpnssAmt
Dividends Net Invst Incm$855,068DividendsNetInvstIncmAmt
Net Rental Income Or Loss-$3,873NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$7,035,895NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,035,895GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,035,895CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,391,580OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,391,580OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,851,644TotalRevAndExpnssAmt
Total Net Invst Incm$10,848,996TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$217,697CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,186CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$178,595CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$536,509OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$15,245OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$440,143OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$150,175PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$4,267PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$123,201PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$53,792OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,291OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$40,527OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$33,196InterestRevAndExpnssAmt
Interest Net Invst Incm$797InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$25,010InterestDsbrsChrtblAmt
Taxes Rev And Expnss$52,730TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13,562TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$56,602DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$1,358DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$14,568OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$350OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$10,975OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$11,234TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$65TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$10,514TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$619PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$15PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$466PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,365,026OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,487,435OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$817,665OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,492,148TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,530,571TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,647,096TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,746,555ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,746,555ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,238,703TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,530,571TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,393,651TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,612,941ExcessRevenueOverExpensesAmt
Net Investment Income$9,318,425NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$200CashBOYAmt
Cash EOY$152CashEOYAmt
Cash EOYFMV$152CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,062,248SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,411,589SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,411,589SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$9,148PrepaidExpensesBOYAmt
Prepaid Expenses EOY$26,238PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$26,238PrepaidExpensesEOYFMVAmt
Invst Land Cost Or Other Basis$2,018,758InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$497,077InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$1,579,882LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$1,521,681LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$1,521,681LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$122,691,828OtherInvestmentsBOYAmt
Other Investments EOY$142,035,372OtherInvestmentsEOYAmt
Other Investments EOYFMV$142,035,372OtherInvestmentsEOYFMVAmt
Total Assets BOY$125,343,306TotalAssetsBOYAmt
Total Assets EOY$146,995,032TotalAssetsEOYAmt
Total Assets EOYFMV$146,995,032TotalAssetsEOYFMVAmt
Accounts Payable BOY$61,402AccountsPayableBOYAmt
Accounts Payable EOY$104,897AccountsPayableEOYAmt
Grants Payable BOY$1,015,000GrantsPayableBOYAmt
Grants Payable EOY$258,666GrantsPayableEOYAmt
Other Liabilities BOY$1,086,460OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,026,147OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,162,862TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,389,710TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$123,180,444NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$145,605,322NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$123,180,444TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$145,605,322TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$125,343,306TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$146,995,032TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$123,180,444TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,612,941ExcessRevenueOverExpensesAmt
Other Increases$18,811,937OtherIncreasesAmt
Subtotal$145,605,322SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$145,605,322TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FROM K-1SP$2,062,015$2,062,015$2,062,015
P$4,973,880$4,973,880$4,973,880
FieldValueIRS element (for citing)
Capital Gain Net Income$7,035,895CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$129,526InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$129,526SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$129,526TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$80,120EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$75,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$155,120TotalPaymentsAndCreditsAmt
Es Penalty$93EsPenaltyAmt
Overpayment$25,501OverpaymentAmt
Applied To ES Tax$25,501AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 AddressHTTP://WWW.HEALINGTRUST.ORGWebsiteAddressTxt
Individual With BooksKRISTEN KEELY-DINGERIndividualWithBooksNm
Phone6152842683PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12928 SIDCO DRIVEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37204ZIPCd
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 (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK BACURIN
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
DR HANA ALI
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
MEGAN BADER
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
REV JENNIFER BAILERY
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
MAGI CURTIS
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
MARK FIORAVANTI
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
JOSE GONZALEZ
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
ANDERS HALL
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
SUMITA KELLER
2928 SIDCO DRIVENASHVILLETN37204CHAIR1.00$0$0$0
MATIA POWELL
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
BAYLOR BONE SWINDELL
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
STEVE TAYLOR
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
LUTHER WRIGHT JR
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
KIM THOMASON
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE40.00$0$0$0
JOHN WILSON
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE40.00$0$0$0
KRISTEN KEELY-DINGER
2928 SIDCO DRIVENASHVILLETN37204CEO40.00$217,697$28,081$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
SAM JACKSON
2928 SIDCO DRIVENASHVILLETN37204SENIOR PROGRAM OFFIC40.00$124,993$23,586$0
JENNIFER M OLDHAM
2928 SIDCO DRIVENASHVILLETN37204COMMUNICATIONS DIREC40.00$96,900$19,160$0
MEREDITH S BENTON
2928 SIDCO DRIVENASHVILLETN37204VP PROGRAMS40.00$82,705$12,027$0
CASEY L MCCORMICK
2928 SIDCO DRIVENASHVILLETN37204OPERATIONS MANAGER40.00$52,302$11,610$0
FieldValueIRS element (for citing)
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$125,442,528AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,561,561AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$128,004,089TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$128,004,089AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,920,061CashDeemedCharitableAmt
Net Vl Noncharitable Assets$126,084,028NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,304,201MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,304,201MinimumInvestmentReturnAmt
Tax Based On Investment Income$129,526TaxBasedOnInvestmentIncomeAmt
Total Tax$129,526TotalTaxAmt
Distributable Before Adj$6,174,675DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,174,675DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,174,675DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,393,651ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,393,651QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,174,675DistributableAsAdjustedAmt
Undistributed Income PY$493,055UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$5,393,651QualifyingDistributionsAmt
Applied To Year1$493,055AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,900,596AppliedToCurrentYearAmt
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$1,274,079UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKRISTEN KEELY-DINGERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12928 SIDCO DRIVEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37204ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6152848271RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS ARE REQUIRED TO SUBMIT GRANT APPLICATIONS THROUGH THE TRUST'S ONLINE APPLICATION PROCESS WHICH IS ONLY AVAILABLE THROUGH THE TRUST'S WEBSITEHTTP://HEALINGTRUST.ORG. THERE IS NO PAPER APPLCIATION FORM. THE REQUIRED GRANT APPLICATION COMPONENTS FOR EACH GRANT TYPE ARE LISTED ON THE TRUST'S WEBSITE.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHE TRUST HAS QUARTERLY DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsAPPLICANTS MUST MEET THE FOLLOWING CRITERIA: *ORGANIZATION WITH A 501(C)(3) STATUS AND IN OPERATION AT LEAST ONE YEAR BY THE TIME OF THE FULL PROPOSAL DEADLINE *ORGANIZATION SERVES AT LEAST ONE OF THE 40 COUNTIES OF MIDDLE TENNESSEE *ORGANIZATION OPERATES HEALTH RELATED PROGRAMS THAT PRODUCE MEASURABLE HEALTH OUTCOMES OR ADVOCATE FOR HEALTHCARE ACCESS. *ORGANIZATION MUST HAVE GENERATED AT LEAST $35,000 IN REVENUE (NOT INCLUDING IN-KIND DONATIONS) IN THEIR PREVIOUS FISCAL YEAR. *ALL GRANT PROPOSALS SHOULD DISPLAY AND EMPHASIZE RESPECT FOR THE DIGNITY OF ALL PERSONS. *ORGANIZATIONS MUST HAVE THEIR OWN STATEMENT OF INCLUSIVENESS OR NON-DISCRIMINATION PRIOR TO MAKING THE APPLICATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVOCATES FOR WOMENS AND KIDS EQUALITY AWAKE INC
PO BOX 68332NASHVILLETN37206NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
APHESIS HOUSE INC
1522 COMPTON AVENASHVILLETN37212NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$22,300
ASHLEYS PLACE
315 W SMITH STGALLATINTN37066NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$18,000
BRIDGES OF WILLIAMSON COUNTY
PO BOX 1592FRANKLINTN37065NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
BUILDING LIVES FOUNDATION INC
PO BOX 210184NASHVILLETN37221NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
CAREGIVER RELIEF PROGRAM OF BEDFORD COUNTY
PO BOX 584SHELBYVILLETN37162NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
CASA WORKS INC
224 WEST FORT STMANCHESTERTN37355NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
CENTER OF HOPE
2441 PARK PLUS DRCOLUMBIATN38401NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
CHARIS HEALTH CENTER
2620 N MT JULIET RDMT JULIETTN37122NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$35,000
CHILD ADVOCACY CENTER FOR THE 23RD JUDICAL DISTRICT INC
PO BOX 468 604 SPRING STREETCHARLOTTETN37036NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
CHRISTIAN COUNSELING CENTER OF CUMBERLAND COUNTY
348 TAYLOR ST STE 105CROSSVILLETN38555NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
COFFEE COUNTY CHILDRENS ADVOCACY CENTER
104 N SPRING STMANCHESTERTN37355NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$30,000
COMMUNITY CLINIC OF SHELBYVILLE AND BEDFORD COUNTY INC
200 DOVER ST STE 200SHELBYVILLETN37160NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$30,000
CONEXIAN AMERICAS
2195 NOLENSVILLE PIKENASHVILLETN37211NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$70,000
COURT APPOINTED SPECIAL ADVOCATES
601 WOODLAND STNASHVILLETN37206NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$66,600
DOMESTIC VIOLENCE PROGRAM INC
2106 EAST MAIN STMURFREESBOROTN37133NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
DOORS OF HOPE
428 E BELL STMURFREESBOROTN37130NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
END SLAVERY TENNESSEE
50 VANTAGE WAY SUITE 255NASHVILLETN37228NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$55,000
EXCHANGE CLUB HOLLAND J STEPHENS CTR PREVENTION OF CHILD ABUSE
616 N CHURCH ST BLIVINGSTONTN38570NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
FAITH FAMILY MEDICAL CENTER
326 21ST AVE NNASHVILLETN37203NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
FAMILY AND CHILDRENS SERVICE
201 23RD AVE NNASHVILLETN37203NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$85,000
HAVEN OF HOPE INCORPORATED
PO BOX 1271MANCHESTERTN37349NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
HEARING BRIDGES
935 EDGEHILL AVENASHVILLETN37203NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
HOPE FAMILY HEALTH SERVICES
12124 NEW HIGHWY 52 WWESTMORELANDTN37186NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
INTERFAITH DENTAL CLINIC OF NASHVILLE
1721 PATTERSON STNASHVILLETN37203NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
JUNIORS HOUSE INC
704 W MAPLE STFAYETTEVILLETN37334NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
KIDS PLACE A CHILD ADVOCACY CENTER
614 WEST POINT RDLAWRENCEBURGTN38464NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
KYMARI HOUSE INC
308 N SPRING STMURFREESBOROTN37130NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
MARY PARRISH CENTER
PO BOX 60009NASHVILLETN37206NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
MATTHEW WALKER COMPREHENSIVE HEALTH CENTER
1035 14TH AVENUE NORTHNASHVILLETN37208NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$80,000
MEDICAL FOUNDATION OF NASHVILLE
3301 WEST END AVE STE 100NASHVILLETN37203NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$30,000
MENDING HEARTS INC
4305 ALBION STNASHVILLETN37209NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
MENTAL HEALTH ASSOCIATION OF MIDDLE TENNESSEE
446 METROPLEX DR STE A224NASHVILLETN37211NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
MERCY HEALTH SERVICES INC
1113 MURFREESBORO RD STE 319FRANKLINTN37064NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
NAMI TENNESSEE
1101 KERMIT DRIVE 605NASHVILLETN37217NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$44,300
NASHVILLE CARES INC
633 THOMPSON LANENASHVILLETN37204NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
NASHVILLE CHILDRENS ALLIANCE INC
1264 FOSTER AVENASHVILLETN37210NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
NASHVILLE ORGANIZED FOR ACTION AND HOPE - NOAH
531 FARIGROUND CTNASHVILLETN37203NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
NASHVILLE SAFE HAVEN FAMILY SHELTER
1234 3RD AVE SNASHVILLETN37210NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
NURSES FOR NEWBORNS
50 VANTAGE WAY SUITE 101NASHVILLETN37228NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
NURTURE THE NEXT
600 HILL AVENUE SUITE 202NASHVILLETN37210NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$100,000
OASIS CENTER INC
1704 CHARLOTTE AVE STE 200NASHVILLETN37203NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
OUR KIDS INC
1804 HAYES STNASHVILLETN37203NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
PARK CENTER
4501 GALLATIN PIKENASHVILLETN37216NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
PARTNERS FOR HEALING
109 W BLACKWELL STTULLAHOMATN37388NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
PASTORAL COUNSELING AND CONSULTATION CENTERS OF TENNESSEE
678 BROOK HOLLOW RDNASHVILLETN37205NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
PREVENT CHILD ABUSE TENNESSEE
600 HILL AVENUE SUITE 202NASHVILLETN37210NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
REFUGE CENTER FOR COUNSELING INC
103 FORREST CROSSINGS BLVD STE 102FRANKLINTN37064NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
RENEWAL HOUSE INC
3410 CLARKSVILLE PIKENASHVILLETN37218NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
RUTHERFORD COUNTY PRIMARY CARE
1453 HOPE WAYMURFREESBOROTN37129NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$60,000
SAFE SOLDIERS AND FAMILIES EMBRACED INC
1812 HAYNES STCLARKSVILLETN37043NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
SEXUAL ASSAULT CENTER
101 FRENCH LANDING DRNASHVILLETN37228NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$60,000
SILOAM FAMILY HEALTH CENTER
820 GALE LNNASHVILLETN37204NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$60,000
SPECIAL KIDS INC
2208 E MAIN STMURFREESBOROTN37130NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
STARS NASHVILLE
1704 CHARLOTTE AVE STE 200NASHVILLETN37203NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
TENNESSEE ASSOCIATION OF ALCOHOL AND DRUG ABUSE SERVICES INC
1321 MURFREESBORO PIKE STE 155NASHVILLETN37217NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$55,000
TENNESSEE CHARITABLE CARE NETWORK
PO BOX 121371NASHVILLETN372121371NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$10,000
TENNESSEE DISABILITY COALITION
955 WOODLAND STNASHVILLETN37206NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$75,000
TENNESSEE HEALTH CARE CAMPAIGN INC
500 INTERSTATE DR STE 231NASHVILLETN37210NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$70,000
TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION
2195 NOLENSVILLE PIKENASHVILLETN37211NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
TENNESSEE JUSTICE CENTER INC
301 CHARLOTTE AVENASHVILLETN37201NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$100,000
TENNESSEE PRIMARY CARE ASSOCIATION
710 SPENCE LANENASHVILLETN37217NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$70,000
TENNESSEE RESPITE COALITION
PO BOX 331337NASHVILLETN37203NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$49,240
THE ARC OF TENNESSEE INC
545 MAINSTREAM DRIVE 100NASHVILLETN37228NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
THE NEXT DOOR
402 22ND AVE NNASHVILLETN37203NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
THE SYCAMORE INSTITUTE INC
150 4TH AVENUE NORTH SUITE 1870NASHVILLETN37219NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$140,000
THISTLE FARMS INC
5122 CHARLOTTE PIKENASHVILLETN37209NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
UNITED NEIGHBORHOOD HEALTH SERVICES INC
905 MAIN STNASHVILLETN37206NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$60,000
WILLIAMSON COUNTY CASA INC
212 E MAIN STREETFRANKLINTN37064NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
WILLIAMSON COUNTY CHILD ADVOCACY CENTER TASK FORCE
101 FORREST CROSSING BLVD STE 106FRANKLINTN37064NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
WILSON COUNTY CASA INC
111 CASTLE HEIGHTS AVELEBANONTN37087NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
YWCA NASHVILLE & MIDDLE TENNESSEE
1608 WOODMONT BLVDNASHVILLETN37215NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
AMERICAN MUSLIM ADVISORY COUNCIL
2195 NOLENSVILLE PIKENASHVILLETN37211NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
ECHOES OF HOPE
4636 LEBANON PIKEHERMITAGETN37076NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$10,000
ELMAHABA CENTER
PO BOX 17685NASHVILLETN37217NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
EQUITY ALLIANCE
625 ROSA L PARKS BLVDNASHVILLETN37203NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$65,000
GIDEON'S ARMY GRASSROOTS ARMY FOR CHILDREN
600 28TH AVE NNASHVILLETN37209NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$40,000
HOMELAND HEART COLLECTIVE
PO BOX 1362GALLATINTN37066NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
HOPE STATION
PO BOX 1153LAVERGNETN37086NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
MENTAL HEALTH ACTIVE RESPONSE TEAM
762 E ARGYLE AVENASHVILLETN37203NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
MINDS MATTER
1989 MADISON STCLARKSVILLETN37040NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$20,000
RAPHAH INSTITUTE
615 MAIN STNASHVILLETN37206NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
STAND UP NASHVILLE INC
308 CHURCH STNASHVILLETN37201NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$50,000
RX FOUNDATION
PO BOX 23HADLEYMA01035NONEPUBLICTO FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION.$16,115
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,746,555TotalGrantOrContriPdDurYrAmt
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$566,453ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$857,716ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,873RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$2,391,580ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,035,895ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,851,644ExclusionAmt
Related Or Exempt Function Incm-$3,873RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,847,771TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number5ALineNumberTxt
Relationship StatementNET RENTAL INCOME FROM K-1SRelationshipStatementTxt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$15,036,236$15,036,236
PRIVATE CAPITAL/PARTNERSHIPSFMV$126,999,136$126,999,136

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTANTS & CONTRACT LABOR$132,951$1,665$115,843
SPECIAL INITIATIVES$558,354$1,444$543,517
DUES & SUBSCRIPTIONS$59,115$711$51,809
TECHNOLOGY SUPPORT SERVICES$60,213$890$51,072
FURNITURE & EQUIPMENT$33,938$815$25,569
SUPPLIES$7,904$184$6,009
INSURANCE$14,860$357$11,196
COMMUNICATIONS$6,781$163$5,109
MISCELLANEOUS$9,714$233$7,318
OTHER DEDUCTIONS - FROM K-1S$1,480,973$1,480,973$0
CONTRIBUTIONS - FROM K-1S$223$0$223

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME$2,407,120$2,407,120$2,407,120
ORDINARY INCOME FROM K-1'S-$92,460-$92,460-$92,460
ROYALTY INCOME FROM K-1'S$76,920$76,920$76,920

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSESDesc
Amt$18,811,937Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescNOTE PAYABLEDesc
BOY Book Value$1,086,460BOYBookValueAmt
EOY Book Value$1,026,147EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$53,792Amt
Net Investment Income$1,291NetInvestmentIncomeAmt
Disbursements Charitable Prps$40,527DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$40,131$963$0
FOREIGN TAX PAID - FROM K-1S$12,599$12,599$0

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