MARTHA W BANKER CHARITABLE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: MARTHA W BANKER CHARITABLE TRUST (EIN 62-6288471)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-15
IRS object ID: 202213199349103056
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
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T10:18:16-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	621199757	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LBMC PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1869	AddressLine1Txt
City	BRENTWOOD	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	370241869	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	626288471	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARTHA W BANKER CHARITABLE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MART	BusinessNameControlTxt
Phone	6156651142	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1033 CHANCERY LANE	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37215	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	J BARRY BANKER	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6156651142	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	J	PersonFirstNm
Person Last	BARRY BANKER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	FELICIA WATTS	PreparerPersonNm
PTIN	P00742313	PTIN
Phone	6153774600	PhoneNum
Preparation	2022-11-09	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	$938,664	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$87,640	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$13,934	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$13,934	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$4,890	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$17,748	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,890	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$106,464	TotalRevAndExpnssAmt
Total Net Invst Incm	$18,824	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
Accounting Fees Rev And Expnss	$1,900	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,900	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$4,233	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$4,233	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$90	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$90	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$6,223	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,323	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,900	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$33,400	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$33,400	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$39,623	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,323	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$35,300	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$66,841	ExcessRevenueOverExpensesAmt
Net Investment Income	$14,501	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$63,039	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$31,503	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$31,503	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$278,160	CorporateStockBOYAmt
Corporate Stock EOY	$294,296	CorporateStockEOYAmt
Corporate Stock EOYFMV	$907,161	CorporateStockEOYFMVAmt
Total Assets BOY	$341,199	TotalAssetsBOYAmt
Total Assets EOY	$325,799	TotalAssetsEOYAmt
Total Assets EOYFMV	$938,664	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$300,000	CapitalStockBOYAmt
Capital Stock EOY	$300,000	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$41,199	RetainedEarningBOYAmt
Retained Earning EOY	$25,799	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$341,199	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$325,799	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$341,199	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$325,799	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$341,199	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$66,841	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$408,040	SubtotalAmt
Other Decreases	$82,241	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$325,799	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	CHARLES SCHWAB #4883 - PUBLICLY TRADED SECURITIES	PropertyDesc
Gross Sales Price	$17,748	GrossSalesPriceAmt
Cost Or Other Basis	$12,858	CostOrOtherBasisAmt
Gain Or Loss	$4,890	GainOrLossAmt
Gains Minus Excess Or Losses	$4,890	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,890	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$202	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$202	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$202	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$392	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	$392	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$190	OverpaymentAmt
Applied To ES Tax	$190	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	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
Individual With Books	J BARRY BANKER	IndividualWithBooksNm
Phone	6156651142	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1033 CHANCERY LANE	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	372154523	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

Field	Value	IRS element (for citing)
Person	J BARRY BANKER	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1033 CHANCERY LANE	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37215	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	0.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

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	$772,113	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$7,942	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$780,055	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$780,055	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$11,701	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$768,354	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$38,418	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$38,418	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$202	TaxBasedOnInvestmentIncomeAmt
Total Tax	$202	TotalTaxAmt
Distributable Before Adj	$38,216	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$38,216	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$38,216	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$35,300	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$35,300	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$38,216	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$1,302	ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov	$1,302	TotalExcessDistributionCyovAmt
Qualifying Distributions	$35,300	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$35,300	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$1,302	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$1,302	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$1,614	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	J BARRY BANKER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CHRIST EPISCOPAL CHURCH
1412 PROVIDENCE ROAD	CHARLOTTE	NC	28207	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$1,000
CUMBERLAND RIVER COMPACT
2 VICTORY AVE STE 500	NASHVILLE	TN	37213	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$1,000
DISCOVERY SCHOOL
1165 MIDDLE TENNESSEE BLVD	MURFREESBORO	TN	37130	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$2,500
FAITH FAMILY MEDICAL CENTER
326 21ST AVENUE NORTH	NASHVILLE	TN	37203	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$500
GOODWILL INDUSTRIES
937 HERMAN STREET	NASHVILLE	TN	37208	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$1,000
HOPE THROUGH HEALING HANDS
2908 POSTON AVE	NASHVILLE	TN	37203	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$5,000
NO FRET GUITAR CAMP
8205 WOODROSE GLEN WAY	TAMPA	FL	33647	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$250
ROADSAFE AMERICA
2795 PEACHTREE ROAD NE	ATLANTA	GA	30305	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$1,500
SADDLE UP
1549 OLD HILLSBORO RD	FRANKLIN	TN	37069	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$1,000
THE LEGION FUND
3833 CLEGHORN AVENUE	NASHVILLE	TN	37215	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$6,000
AMERICAN CANCER SOCIETY
2000 CHARLOTTE PIKE ROAD	NASHVILLE	TN	37203	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$2,500
ANDREW JACKSON FOUNDATION
4580 RACHELS LANE	NASHVILLE	TN	37076	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$250
CHARLOTTE LATIN
9502 PROVIDENCE ROAD	CHARLOTTE	NC	28277	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$1,000
COACHES COALITION
2416 21ST AVE S 203A	NASHVILLE	TN	37212	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$500
FANNIE BATTLE HOME
108 CHAPEL AVE	NASHVILLE	TN	37206	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$500
HARDING ACADEMY
170 WINDSOR DRIVE	NASHVILLE	TN	37205	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$2,500
HERITAGE FOUNDATION
112 BRIDGE STREET	FRANKLIN	TN	37064	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$500
MARTIN METHODIST COLLEGE
433 W MADISON STREET	PULASKI	TN	38438	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$1,000
MONTGOMERY BELL ACADEMY
4001 HARDING ROAD	NASHVILLE	TN	37205	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$2,400
MIDDLE TENNESSEE STATE UNIVERSITY
1301 EAST MAIN STREET	MURFREESBORO	TN	37132	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$1,000
TUNNEL FOR TOWERS
2361 HYLAN BLVD	STATEN ISLAND	NY	10306	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$500
WEST END UNITED METHODIST
220 WEST END AVE	NASHVILLE	TN	37203	NONE	PUBLIC CHARITY	GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$33,400	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$13,934	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$4,890	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$18,824	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$18,824	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	J BARRY BANKER	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1033 CHANCERY LANE	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37215	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$87,640	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	200 SHARES HCA	$50,410	2021-12-23
1	1000 SHARES MATADOR RESOURCES	$37,230	2021-12-23

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$1,900	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,900	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CHARLES SCHWAB #4883 - PUBLIC EQUITY	StockNm
EOY Book Value	$294,296	EOYBookValueAmt
EOYFMV	$907,161	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	ADJUSTMENT FOR UNREALIZED GAINS ON CONTRIBUTED PROPERTY	Desc
Amt	$82,241	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	TRUST & INVESTMENT FEES	CategoryTxt
Amt	$4,233	Amt
Net Investment Income	$4,233	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES CHARLES SCHWAB	CategoryTxt
Amt	$90	Amt
Net Investment Income	$90	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

MARTHA W BANKER CHARITABLE TRUST: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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