MSB COCKAYNE FUND INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MSB COCKAYNE FUND INC (EIN 45-2806883)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202213149349102346
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T17:58:32-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620713250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFTCPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | 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 | 452806883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSB COCKAYNE FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COCK | BusinessNameControlTxt |
| Phone | 6159023481 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150347 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372150347 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN BROWN JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6159023481 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTIN | PersonFirstNm |
| Person Last | BROWN JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA L LONG | PreparerPersonNm |
| PTIN | P00547043 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2022-10-31 | PreparationDt |
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 | $81,425,226 | 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 | $696,218 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $696,218 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,733,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,733,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,124,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,133,579 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,124,365 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $553 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $553 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,554,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,554,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,820 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,820 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,588 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,443 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,145 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $82,337 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $169 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $107,112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101,768 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,344 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $268,677 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $152,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,309 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,950,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,950,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,218,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $152,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,984,309 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$664,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,402,260 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $169,529 | CashBOYAmt |
| Cash EOY | $2,022,778 | CashEOYAmt |
| Cash EOYFMV | $2,022,778 | CashEOYFMVAmt |
| Corporate Stock BOY | $11,579,683 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,197,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,173,500 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $493,448 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $276,728 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $279,555 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,036,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,115,606 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,949,393 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,279,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,612,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,425,226 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $30,279,485 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,612,737 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,279,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,612,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,279,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,612,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,279,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$664,217 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,615,268 | SubtotalAmt |
| Other Decreases | $2,531 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,612,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2021-12-31 | $65,142 | $65,142 | $65,142 | |
| PUBLICLY TRADED SECURITIES | P | 2021-12-31 | $249,270 | $249,270 | $249,270 | |
| PASSTHROUGH: LEGACY VENTURE IX | P | 2021-12-31 | $54,197 | $54,197 | $54,197 | |
| PASSTHROUGH: LEGACY VENTURE IX | P | 2021-12-31 | $40,104 | $40,104 | $40,104 | |
| PASSTHROUGH: ANIKETOS FINANCING LLC | D | 2021-12-31 | -$9,214 | -$9,214 | $9,214 | |
| PASSTHROUGH: ANIKETOS FINANCING LLC | D | 2021-12-31 | $644,082 | $644,082 | $644,082 | |
| CAPITAL GAINS DIVIDENDS | P | $80,784 | $80,784 | $80,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,124,365 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,291 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $47,291 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $47,291 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61,048 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $61,048 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,757 | OverpaymentAmt |
| Applied To ES Tax | $13,757 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER BIRTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6159023481 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150347 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372150347 | 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 | 0 | BusinessHoldingsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN S BROWN JR | ||||||||
| 30 BURTON HILLS BLVD SUITE 350 | NASHVILLE | TN | 37215 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSANNAH SCOTT-BARNES | ||||||||
| 30 BURTON HILLS BLVD SUITE 350 | NASHVILLE | TN | 37215 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH BROWN | ||||||||
| 30 BURTON HILLS BLVD SUITE 350 | NASHVILLE | TN | 37215 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET BROWN DE CLERCQ | ||||||||
| 30 BURTON HILLS BLVD SUITE 350 | NASHVILLE | TN | 37215 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $59,143,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $807,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,971,619 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,922,946 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $77,922,946 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,168,844 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,754,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,837,705 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,837,705 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,291 | TotalTaxAmt |
| Distributable Before Adj | $3,790,414 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,790,414 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,790,414 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,984,309 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,984,309 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,790,414 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,191 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,984,309 | QualifyingDistributionsAmt |
| Applied To Year1 | $41,191 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,790,414 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $152,704 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $152,704 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $152,704 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $152,704 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALIVE HOSPICE | |||||||||||
| 1718 PATTERSON ST | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $26,000 | |||||
| ALLIANCE FOR GREEN HILLS FOUNDATION INC | |||||||||||
| PO BOX 150946 | NASHVILLE | TN | 37215 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| AMERICAN CIVIL LIBERTIES UNION OF TENNESSEE | |||||||||||
| PO BOX 120160 | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $50,000 | |||||
| AMERICAN FARMLAND TRUST | |||||||||||
| 1150 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20036 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| AMIGOS DE LAS AMERICAS | |||||||||||
| 1800 WEST LOOP SOUTH SUITE 1325 | HOUSTON | TX | 77027 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| ANDREW JACKSON FOUNDATION | |||||||||||
| 4580 RACHELS LANE | NASHVILLE | TN | 37076 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $15,000 | |||||
| BACKFIELD IN MOTION | |||||||||||
| 920 WOODLAND STREET | NASHVILLE | TN | 37206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| BATTLE OF FRANKLIN TRUST | |||||||||||
| 1345 EASTERN FLANK CIRCLE | FRANKLIN | TN | 37064 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| BAY AREA LYME FOUNDATION | |||||||||||
| 884 PORTOLA ROAD SUITE A7 | PORTOLA VALLEY | CA | 94028 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $45,000 | |||||
| BAY INSTITUTE THE | |||||||||||
| THE EMBARCADERO AT BEACH STREET | SAN FRANCISCO | CA | 94133 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $49,000 | |||||
| BERRY CENTER THE | |||||||||||
| PO BOX 582 | NEW CASTLE | KY | 40050 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| BLAIR SCHOOL OF MUSIC | |||||||||||
| 2400 BLAKEMORE AVENUE | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| CALIFORNIA ACADEMY OF SCIENCES | |||||||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| CAPE ELUETHERA FOUNDATION | |||||||||||
| PO BOX 842484 | BOSTON | MA | 02284 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $30,000 | |||||
| CARY INSTITUTE OF ECOSYSTEM STUDIES | |||||||||||
| PO BOX AB 2801 SHARON TURNPIKE | MILLBROOK | NY | 12545 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| CATHEDRAL SCHOOL FOR BOYS | |||||||||||
| 1275 SACRAMENTO STREET | SAN FRANCISCO | CA | 94108 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $150,000 | |||||
| CENTENNIAL PARK CONSERVANCY | |||||||||||
| PO BOX 196340 | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $58,000 | |||||
| CENTERSTONE NASHVILLE | |||||||||||
| 44 VANTAGE WAY | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| CHALLENGE SUCCESS | |||||||||||
| PO BOX 20053 | STANFORD | CA | 94309 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $12,000 | |||||
| CHEEKWOOD | |||||||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| CHRIST CHURCH CATHEDRAL | |||||||||||
| 900 BROADWAY | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $180,000 | |||||
| COMMON SENSE MEDIA | |||||||||||
| 699 8TH STREET SUITE C150 | SAN FRANCISCO | CA | 94103 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $7,000 | |||||
| COMMUNITY FOUNDATION OF MIDDLE TENNESSEE THE | |||||||||||
| 3833 CLEGHORN AVE SUITE 400 | NASHVILLE | TN | 37215 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| CONEXION AMERICAS | |||||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| CONVERGENCE CENTER FOR POLICY RESOLUTION | |||||||||||
| 1133 19TH STREET NW SUITE 410 | WASHINGTON | DC | 20036 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| CROSSROADS CAMPUS | |||||||||||
| 707 MONROE STREET | NASHVILLE | TN | 37208 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $50,000 | |||||
| CUMBERLAND REGION TOMORROW | |||||||||||
| 22 ATHENS WAY SUITE 200 | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $12,000 | |||||
| CUMBERLAND RIVER COMPACT | |||||||||||
| 2 VICTORY AVE SUITE 300 | NASHVILLE | TN | 37213 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $16,000 | |||||
| ENSWORTH SCHOOL | |||||||||||
| 211 ENSWORTH AVENUE | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| FAMILY CENTER INC (FKA EXCHANGE CLUB FAMILY CENTER) | |||||||||||
| 139 THOMPSON LANE | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| FILSON HISTORICAL SOCIETY INC | |||||||||||
| 1310 S 3RD STREET | LOUISVILLE | KY | 40208 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| FISK UNIVERSITY | |||||||||||
| 1000 17TH AVENUE NORTH | NASHVILLE | TN | 37208 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| FOXCROFT SCHOOL | |||||||||||
| 22407 FOXHOUND LANE | MIDDLEBURG | VA | 20117 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| FRIENDS OF THE URBAN FOREST | |||||||||||
| 1007 GENERAL KENNEDY AVENUE STE 1 | SAN FRANCISCO | CA | 94129 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $30,000 | |||||
| FRIENDS OF WARNER PARKS | |||||||||||
| 50 VAUGHN ROAD | NASHVILLE | TN | 37221 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| FRIST ART MUSEUM | |||||||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| GRACE CATHEDRAL | |||||||||||
| 1100 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $110,000 | |||||
| GREENWAYS FOR NASHVILLE | |||||||||||
| PO BOX 196340 | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $3,000 | |||||
| HABITAT FOR HUMANITY NASHVILLE | |||||||||||
| 414 HARDING PLACE 100 | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| HARPETH CONSERVANCY | |||||||||||
| 215 JAMESTOWN PARK ROAD SUITE 101 | BRENTWOOD | TN | 37027 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $9,000 | |||||
| HARPETH HALL SCHOOL | |||||||||||
| 3801 HOBBS ROAD | NASHVILLE | TN | 37215 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| HART COUNTY HISTORICAL SOCIETY | |||||||||||
| PO BOX 606 109 MAIN STREET | MUNFORDVILLE | KY | 42765 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| HORIZONS AT UNIVERSITY SCHOOL OF NASHVILLE | |||||||||||
| 2000 EDGEHILL AVENUE | NASHVILLE | TN | 372122198 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $23,000 | |||||
| KENT SCHOOL | |||||||||||
| PO BOX 2006 | KENT | CT | 06757 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $30,000 | |||||
| KHAN ACADEMY | |||||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| KQED | |||||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 941101426 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $785,000 | |||||
| LAND TRUST FOR TENNESSEE THE | |||||||||||
| PO BOX 41027 | NASHVILLE | TN | 37204 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $175,000 | |||||
| LARKSPUR CONSERVATION | |||||||||||
| PO BOX 120279 | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| LINDEN WALDORF SCHOOL | |||||||||||
| 3201 HILLSBORO PIKE | NASHVILLE | TN | 37215 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $150,000 | |||||
| LYME DISEASE ASSOCIATION INC | |||||||||||
| 5019 MEGILL ROAD | WALL TOWNSHIP | NJ | 07727 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| LYMELIGHT FOUNDATION | |||||||||||
| 1229 BURLINGAME AVENUE SUITE 205 | BURLINGAME | CA | 94010 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| MICHAEL J FOX FOUNDATION | |||||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| MONTEREY BAY AQUARIUM | |||||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| MONTGOMERY BELL ACADEMY | |||||||||||
| 4001 HARDING ROAD | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| MUHAMMAD ALI MUSEUM AND CENTER | |||||||||||
| 144 NORTH SIXTH STREET | LOUISVILLE | KY | 40202 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| NASHVILLE CLASSICAL CHARTER SCHOOL | |||||||||||
| 2000 GREENWOOD AVENUE | NASHVILLE | TN | 37206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| NASHVILLE OIC | |||||||||||
| 2013 25TH AVE NORTH | NASHVILLE | TN | 37208 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| NASHVILLE PUBLIC EDUCATION FOUNDATION | |||||||||||
| 1207 18TH AVE SOUTH SUITE 202 | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $40,000 | |||||
| NASHVILLE PUBLIC RADIO | |||||||||||
| 630 MAINSTREAM DRIVE | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $12,500 | |||||
| NASHVILLE PUBLIC TELEVISION | |||||||||||
| 161 RAINS AVENUE | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| NASHVILLE SHAKESPEARE FESTIVAL | |||||||||||
| 161 RAINS AVENUE | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| NASHVILLE SYMPHONY | |||||||||||
| ONE SYMPHONY PLACE | NASHVILLE | TN | 37201 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| NASHVILLE TREE FOUNDATION | |||||||||||
| PO BOX 58962 | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $15,000 | |||||
| NASHVILLE ZOO INC | |||||||||||
| 3777 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $7,000 | |||||
| NATURE CONSERVANCY (TN CHAPTER) | |||||||||||
| 210 25TH AVENUE NORTH SUITE 810 | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| NORTHEASTERN UNIVERSITY | |||||||||||
| 716 COLUMBUS AVENUE 212 CP | BOSTON | MA | 02120 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| ONE KID ONE WORLD | |||||||||||
| 10525 OAKLAWN ROAD | LOS ANGELES | CA | 90064 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| OPEN TABLE OF NASHVILLE INC | |||||||||||
| PO BOX 110266 | NASHVILLE | TN | 37222 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| OPERATION STAND DOWN TENNESSEE | |||||||||||
| 1125 12TH AVENUE SOUTH | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| PASTORAL CENTER FOR HEALING THE | |||||||||||
| 1030 WILSON PIKE | BRENTWOOD | TN | 37027 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| PLANNED PARENTHOOD OF TN AND NORTH MS | |||||||||||
| 2430 POPLAR AVENUE SUITE 100 | MEMPHIS | TN | 38112 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| PORCH WRITERS COLLECTIVE THE | |||||||||||
| 2811 DOGWOOD PLACE | NASHVILLE | TN | 37204 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $15,000 | |||||
| ROCHELLE CENTER | |||||||||||
| 1020 SOUTHSIDE COURT | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| ROOFTOP NASHVILLE | |||||||||||
| 108 7TH AVENUE SOUTH | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $4,000 | |||||
| SAFE HAVEN FAMILY SHELTER | |||||||||||
| 1234 3RD AVENUE SOUTH | NASHVILLE | TN | 37210 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $4,000 | |||||
| SAN FRANCISCO BOTANICAL GARDEN | |||||||||||
| 1199 9TH AVENUE | SAN FRANCISCO | CA | 94122 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| SEXUAL ASSAULT CENTER | |||||||||||
| 101 FRENCH LANDING DRIVE | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| SHAKER VILLAGE OF PLEASANT HILL | |||||||||||
| 3501 LEXINGTON ROAD | HARRODSBURG | KY | 40330 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| SILOAM HEALTH | |||||||||||
| 820 GALE LANE | NASHVILLE | TN | 37204 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| SOUTH UNION SHAKER VILLAGE | |||||||||||
| 896 SHAKER MUSEUM ROAD | AUBURN | KY | 42206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||||||
| 201 WEST MAIN STREET SUITE 14 | CHARLOTTESVILLE | VA | 229025065 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $95,000 | |||||
| ST AUGUSTINE'S CHAPEL | |||||||||||
| PO BOX 6330-B | NASHVILLE | TN | 37235 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $15,000 | |||||
| ST PAUL'S CHURCH | |||||||||||
| 188 SOUTH SWINTON AVENUE | DELRAY BEACH | FL | 33444 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| STROUD WATER RESEARCH CENTER | |||||||||||
| 970 SPENCER ROAD | AVONDALE | PA | 19311 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| TEN STRANDS | |||||||||||
| PO BOX 150869 | SAN RAFAEL | CA | 94915 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| TENNGREEN LAND CONSERVANCY | |||||||||||
| 1213A 16TH AVE SOUTH | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| THINK TENNESSEE | |||||||||||
| 414 UNION STREET SUITE 1900 | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| THISTLE FARMS INC | |||||||||||
| 5122 CHARLOTTE PIKE | NASHVILLE | TN | 37209 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| TIME TO RISE | |||||||||||
| 900 20TH AVENUE SOUTH SUITE 1704 | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| UNITED WAY OF GREATER NASHVILLE | |||||||||||
| 250 VENTURE CIRCLE | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $40,000 | |||||
| UNIVERSITY OF TN HEALTH SCIENCE CENTER | |||||||||||
| 62 SOUTH DUNLAP SUITE 420 | MEMPHIS | TN | 38163 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $50,000 | |||||
| UNIVERSITY OF VIRGINIA | |||||||||||
| PO BOX 400101 | CHARLOTTESVILLE | VA | 22904 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $98,000 | |||||
| UNIVERSITY SCHOOL OF NASHVILLE | |||||||||||
| 2000 EDGEHILL AVENUE | NASHVILLE | TN | 372122198 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $120,000 | |||||
| URBAN HOUSING SOLUTIONS | |||||||||||
| 822 WOODLAND STREET | NASHVILLE | TN | 37206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| VANDERBILT KENNEDY CENTER | |||||||||||
| 110 MAGNOLIA CIRCLE | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| VANDERBILT LAW SCHOOL | |||||||||||
| 131 21ST AVE SOUTH | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| VANDERBILT OWEN GRADUATE SCHOOL OF MANAGEMENT | |||||||||||
| 401 21ST AVE SOUTH | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $50,000 | |||||
| VANDERBILT-INGRAM CANCER CENTER | |||||||||||
| 3322 WEST END AVENUE SUITE 900 | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $3,000 | |||||
| WINNIPEG FOUNDATION | |||||||||||
| PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | 1350 ONE LOMBARD PLACE | WINNIPEG | MANITOBA | CA | R3B OX3 | ||||
| WOODWELL CLIMATE RESEARCH CENTER | |||||||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $15,000 | |||||
| YALE UNIVERSITY | |||||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $70,000 | |||||
| BONEFISH & TARPON TRUST | |||||||||||
| 2937 SW 27TH AVENUE SUITE 203 | MIAMI | FL | 33133 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| COLLEGE TO CONGRESS | |||||||||||
| 80 M ST SE | WASHINGTON | DC | 20003 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $15,000 | |||||
| COMMUNITY FOUNDATION OF LOUISVILLE | |||||||||||
| 325 W MAIN STREET SUITE 1110 | LOUISVILLE | KY | 40202 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $100,000 | |||||
| FRIENDS OF RADNOR LAKE | |||||||||||
| 1160 OTTER CREEK ROAD | NASHVILLE | TN | 37220 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $6,000 | |||||
| FRIENDS OF SHELBY PARK | |||||||||||
| PO BOX 68499 | NASHVILLE | TN | 37206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $7,000 | |||||
| GLADSTONE INSTITUTES | |||||||||||
| 1650 OWENS STREET | SAN FRANCISCO | CA | 94158 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $75,000 | |||||
| HISTORIC NASHVILLE | |||||||||||
| PO BOX 190516 | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| MADEIRA SCHOOL | |||||||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,500 | |||||
| METRO NASHVILLE PARKS FOUNDATION | |||||||||||
| PO BOX 196340 | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| NAACP LEGAL DEFENSE AND EDUCATION FUND | |||||||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| NASHVILLE TREE CONSERVATION CORPS | |||||||||||
| PO BOX 60683 | NASHVILLE | TN | 37206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $66,000 | |||||
| NEO PHILANTHROPY INC | |||||||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| PAUL'S PLACE | |||||||||||
| 188 SOUTH SWINTON AVENUE | DELRAY BEACH | FL | 33444 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $4,000 | |||||
| REFED | |||||||||||
| 4602 21ST STREET 1531 | LONG ISLAND CITY | NY | 11101 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| STATE VOICES | |||||||||||
| 1616 P STREET NW 220 | WASHINGTON | DC | 20036 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| TJ MARTELL FOUNDATION | |||||||||||
| 2817 WEST END AVE STE 126 206 | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| URBAN GREEN LAB | |||||||||||
| 1310 CLINTON STREET SUITE 205 | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $50,000 | |||||
| VILLAGE AT GLENCLIFF | |||||||||||
| 2901 GLENCLIFF ROAD | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $50,000 | |||||
| WATER 1ST INTERNATIONAL | |||||||||||
| 1904 3RD AVE 1012 | SEATTLE | WA | 98101 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| WELDON COOPER CENTER (UVA) | |||||||||||
| PO BOX 37963 | BOONE | IA | 50037 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $100,000 | |||||
| YALE SCHOOL OF THE ENVIRONMENT | |||||||||||
| 195 PROSPECT STREET | NEW HAVEN | CT | 06511 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $60,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,950,000 | 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 | $696,218 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,733,324 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $553 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,124,365 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,554,460 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,554,460 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,640 | Amt |
| Net Investment Income | $10,820 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,820 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $276,728 | EOYBookValueAmt |
| EOYFMV | $279,555 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $12,197,625 | EOYBookValueAmt |
| EOYFMV | $58,173,500 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $661,682 | $757,361 |
| ALTERNATIVE INVESTMENTS | AT COST | $291,000 | $379,975 |
| MISCELLANEOUS INVESTMENTS | AT COST | $128,917 | $165,734 |
| LEGACY VENTURE IX, LLC | AT COST | $713,077 | $713,077 |
| ANIKETOS FINANCING LLC | AT COST | $13,320,930 | $18,933,246 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $30,000 | LegalFeesAmt |
| Net Investment Income | $15,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BASIS | Desc |
| Amt | $2,531 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PASSTHROUGH: LEGACY VENTURE IX, LLC | $30,020 | $30,020 | $0 |
| POTENTIAL GRANTEE RESEARCH & DUE DILIGENCE | $5,344 | $0 | $5,344 |
| PASSTHROUGH: ANIKETOS | $71,748 | $71,748 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH: LEGACY VENTURE IX, LLC | Desc |
| Revenue And Expenses Per Books | $553 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $553 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $553 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODY FEES | $21,688 | $18,543 | $3,145 |
| TAX PREP - ANIKETOS | $5,900 | $5,900 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $169 | $169 | $0 |
| FEDERAL TAX PAYMENTS | $50,291 | $0 | $0 |
| FEDERAL ESTIMATED PAYMENTS | $31,877 | $0 | $0 |
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