ANDREA WAITT CARLTON FAMILY FOUNDATION: Form 990PF, tax year 2021
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- Organization
- ANDREA WAITT CARLTON FAMILY FOUNDATION (EIN 86-0910220)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349104146
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:02:59-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 860910220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA WAITT CARLTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 6158734142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 58389 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CARNEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6158734142 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | CARNEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA KOLAKALURI | PreparerPersonNm |
| PTIN | P01275237 | PTIN |
| Phone | 6123974000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,501,204 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $87,697 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,738,961 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,738,103 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,441,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,441,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,433,447 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $298,998 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,943 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,567,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,184,493 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $176,895 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,788 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $162,107 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,358 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $536 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,822 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,687 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $169 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,518 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,076 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,208 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,868 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $180,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $127,919 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $52,381 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,379 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,379 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $102,573 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,675 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,898 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,879 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,879 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $228,171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $71,392 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $747,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $226,900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $349,865 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,016,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,016,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,763,818 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $226,900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,366,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,803,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,957,593 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,140 | CashBOYAmt |
| Cash EOY | $50,282 | CashEOYAmt |
| Cash EOYFMV | $50,282 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,603,052 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,419,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,419,760 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $50,885,206 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $56,908,354 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,028,517 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $336 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,645 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,645 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,560,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,381,041 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,501,204 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $16,535 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,535 | 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 | $52,560,734 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,364,506 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,560,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,364,506 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,560,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,381,041 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,560,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,803,772 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $59,364,506 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,364,506 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $7,476,175 | $7,476,175 | $7,476,175 |
| FROM PASSTHROUGH ENTITIES | P | $518,567 | $510,080 | $510,080 |
| CAPITAL GAIN DISTRIBUTION | P | $447,192 | $447,192 | $447,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,433,447 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $138,411 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $138,411 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $138,411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,159 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $161,159 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,748 | OverpaymentAmt |
| Applied To ES Tax | $22,748 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | DE | 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 | SPENCE MANERS CPA | IndividualWithBooksNm |
| Phone | 6158734142 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 58389 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREA WAITT CARLTON | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | PRESIDENT/DIRECTOR | 4.00 | $0 | $0 | $0 |
| JENNIFER KRONEBUSCH | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | SECRETARY/TREASURER/DIRECTOR | 1.00 | $8,000 | $0 | $3,229 |
| JACQUE J ROBERTS | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| STEVEN RASMUSSEN | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | EXECUTIVE DIRECTOR | 20.00 | $147,875 | $5,358 | $1,462 |
| JASON GANT | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | DIRECTOR | 0.50 | $2,000 | $0 | $0 |
| SAMUEL A WAITT | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | DIRECTOR | 3.00 | $8,000 | $0 | $0 |
| DONNA DALTON | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | DIRECTOR | 1.00 | $6,000 | $0 | $328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA | |||||
| 3424 PEACHTREE ROAD NE 24TH FLOOR | ATLANTA | GA | 30326 | INVESTMENT MANAGEMENT FEE | $124,157 |
| AMERICAN PHILANTHROPIC LLC | |||||
| 119 N HIGH STREET | WEST CHESTER | PA | 19380 | CONSULTING SERVICES | $52,381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $65,543,812 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $722,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,265,864 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,265,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $993,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,271,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,263,594 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,263,594 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $138,411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $138,411 | TotalTaxAmt |
| Distributable Before Adj | $3,125,183 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,125,183 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,125,183 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,366,365 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,366,365 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,125,183 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $332,568 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $516,890 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $659,009 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $408,700 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $306,720 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,223,887 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,366,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,125,183 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $241,182 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,465,069 | 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 | $332,568 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,132,501 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $516,890 | ExcessFromYear4Amt |
| Excess From Year3 | $659,009 | ExcessFromYear3Amt |
| Excess From Year2 | $408,700 | ExcessFromYear2Amt |
| Excess From Year1 | $306,720 | ExcessFromYear1Amt |
| Excess From Current Year | $241,182 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREA WAITT CARLTON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN CARNEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 58389 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6158734142 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATIONS SHOULD INCLUDE: AN OVERVIEW OF THE ORGANIZATION; GOALS & NEEDS FOR THE PROJECT OR PROGRAM; PROPOSED ACTIVITIES AND RELATIONSHIP TO PROJECT OR PROGRAM; DOLLAR AMOUNT REQUESTED, WITH DETAILED BUDGET; LIST OF BOARD OF DIRECTORS MEMBERS; COPY OF IRS DETERMINATION LETTER INDICATING 501(C)(3) STATUS; CONTACT PERSON'S NAME, PHONE AND FAX NUMBERS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSALS MAY BE SUBMITTED AT ANY TIME AND ARE REVIEWED ON A REVOLVING BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MAJOR GRANTS ARE USUALLY LIMITED TO NASHVILLE, TN, THE LAKE REGION OF NORTHWEST IOWA, SELECTED AREAS OF FLORIDA, SOUTH DAKOTA, AND COLORADO. PROPOSALS RELATED TO ENVIRONMENTAL AND CONSERVATION CONCERNS WILL BE CONSIDERED ON A NATIONAL BASIS. TO ENCOURAGE OTHERS TO PARTICIPATE, CHALLENGE GRANTS AND MATCHING GIFT PROPOSALS WILL RECEIVE SPECIAL CONSIDERATION. ONLY REQUESTS FROM IRC 501(C)(3) TAX EXEMPT CHARITABLE ORGANIZAIONS AND INSTITUTIONS ARE ACCEPTED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGAPE ANIMAL RESCUE | |||||||
| PO BOX 292766 | NASHVILLE | TN | 37229 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| AMERICAN BAPTIST CHURCH | |||||||
| 1101 WEST 22ND STREET | SIOUX FALLS | SD | 57105 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| AMERICAN BIRD CONSERVANCY | |||||||
| 4249 LOUDOUN AVE PO BOX 249 | THE PLAINS | VA | 20198 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICAN CULTURE FOUNDATION | |||||||
| 300 S RIVERSIDE PLAZA SUITE 1625 | CHICAGO | IL | 60606 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 520 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ANTIQUES AND GARDEN SHOW OF NASHVILLE | |||||||
| PO BOX 50950 | NASHVILLE | TN | 37205 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| BAREFOOT REPUBLIC INC | |||||||
| 1226 LAKEVIEW DRIVE SUITE G | FRANKLIN | TN | 37067 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BARRY GOLDWATER INSTITUTE | |||||||
| 500 EAST CORONADO ROAD | PHOENIX | AZ | 85004 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| BEACON CENTER OF TENNESSEE | |||||||
| PO BOX 198646 | NASHVILLE | TN | 37219 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BELMONT UNIVERSITY | |||||||
| 1900 BELMONT BOULEVARD | NASHVILLE | TN | 372123757 | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| BILL OF RIGHTS INSTITUTE | |||||||
| 1310 NORTH COURTHOUSE ROAD SUITE | ARLINGTON | VA | 22201 | PC | GENERAL OPERATING SUPPORT | $20,000 | 620 |
| BLACK HILLS WILD HORSE SANCTUARY | |||||||
| PO BOX 988 | HOT SPRINGS | SD | 57747 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CENTER FOR GREAT APES | |||||||
| PO BOX 488 | WAUCHULA | FL | 33873 | PC | GENERAL OPERATING SUPPORT | $37,500 | |
| CHEYENNE MOUNTAIN ZOO | |||||||
| 4250 CHEYENNE MT ZOO RD | COLORADO SPRINGS | CO | 80906 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHI OMEGA FOUNDATION | |||||||
| 3395 PLAYERS CLUB PARKWAY | MEMPHIS | TN | 38125 | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| CHIMP HAVEN | |||||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CLINIC FOR THE REHABILITATION OF WILDLIFE INC | |||||||
| PO BOX 150 | SANIBEL ISLAND | FL | 33957 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| COMMUNIO | |||||||
| 5901 KINGSTOWNE VILLAGE PKWY SUITE | ALEXANDRIA | VA | 22315 | PC | GENERAL OPERATING SUPPORT | $25,000 | 102 |
| COMMUNITY FOUNDATION OF MIDDLE TENNESSEE | |||||||
| 3833 CLEGHORN AVENUE | NASHVILLE | TN | 37215 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CONSERVATIVE PARTNERSHIP INSTITUTE | |||||||
| 300 INDEPENDENCE AVE SE | WASHINGTON | DC | 20003 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CONSTITUTING AMERICA INC | |||||||
| PO BOX 1988 | COLLEYVILLE | TX | 76034 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CRAZY HORSE MEMORIAL FOUNDATION | |||||||
| 12151 AVENUE OF THE CHIEFS | CRAZY HOUSE | SD | 57730 | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| DUCKS UNLIMITED INC | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| FIRST PRESBYTERIAN CHURCH OF NASHVILLE | |||||||
| 4815 FRANKLIN PIKE | NASHVILLE | TN | 37220 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| FOLDS OF HONOR | |||||||
| 5800 N PATRIOT DRIVE | OWASSO | OK | 74055 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FREEDOM ALLIANCE | |||||||
| 22570 MARKEY CT SUITE 240 | DULLES | VA | 20166 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FREEDOMWORKS FOUNDATION | |||||||
| 400 NORTH CAPITOL STREET NW SUITE | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT | $105,000 | 765 |
| FRIENDS OF WARNER PARKS | |||||||
| WARNER PARKS HEADQUARTERS 50 VAUGHN | NASHVILLE | TN | 37221 | PC | GENERAL OPERATING SUPPORT | $116,500 | ROAD |
| HARPETH RIVER WATERSHED ASSOCIATION | |||||||
| PO BOX 1127 | FRANKLIN | TN | 37065 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| INDEPENDENT INSTITUTE | |||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | |||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 198071938 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| IOWA GREAT LAKES AREA CHAMBER OF COMMERCE | |||||||
| PO BOX 9 | ARNOLDS PARK | IA | 51331 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| IOWA NATURAL HERITAGE FOUNDATION | |||||||
| INSURANCE EXCHANGE BLDG SUITE 444 | DES MOINES | IA | 50309 | PC | GENERAL OPERATING SUPPORT | $75,000 | 505 FIFTH AVENUE |
| JENNIFER O'NEILL MINISTRIES | |||||||
| 30 HILLENGLADE DRIVE | NASHVILLE | TN | 37207 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| JOHN JAY INSTITUTE | |||||||
| 705 S BELLEVUE AVE | LANGHORNE | PA | 19047 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| JUNIOR LEAGUE OF NASHVILLE | |||||||
| 2202 CRESTMOOR ROAD | NASHVILLE | TN | 37215 | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| LAKE AREA ZOOLOGICAL SOCIETY (BRAMBLE PARK ZOO) | |||||||
| PO BOX 484 | WATERTOWN | SD | 572010484 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LAND TRUST FOR TENNESSE | |||||||
| 209 10TH AVENUE SOUTH SUITE 327 | NASHVILLE | TN | 372037105 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LEADERSHIP NASHVILLE | |||||||
| 222 SECOND AVE SOUTH | NASHVILLE | TN | 37201 | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| LEUKEMIA & LYMPHOMA SOCIETY SOY NASHVILLE EMMA NEELY | |||||||
| PO BOX 772357 | DETROIT | MI | 482772357 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LOGGERHEAD MARINELIFE CENTER | |||||||
| 14200 US HIGHWAY ONE | JUNO BEACH | FL | 33408 | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| MARTHA O'BRYAN CENTER INC | |||||||
| 711 SOUTH SEVENTH STREET | NASHVILLE | TN | 37206 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| MEN OF VALOR | |||||||
| 504 VALOR WAY | ANTIOCH | TN | 37013 | PC | GENERAL OPERATING SUPPORT | $26,250 | |
| MILLENNIAL DEBT FOUNDATION | |||||||
| 401 CHESTNUT ST SUITE 226 | CHATTANOOGA | TN | 37402 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MONTGOMERY BELL ACADEMY | |||||||
| 4001 HARDING ROAD | NASHVILLE | TN | 37205 | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| NASHVILLE AREA RED CROSS | |||||||
| 2201 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NASHVILLE COACHING COALITION | |||||||
| 4721 TROUSDALE DRIVE SUITE 125 | NASHVILLE | TN | 37220 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NASHVILLE RESCUE MISSION | |||||||
| 639 LAFAYETTE STREET | NASHVILLE | TN | 37203 | PC | GENERAL OPERATING SUPPORT | $105,000 | |
| NASHVILLE ZOO | |||||||
| 3777 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| NATURE CONSERVACY OF TENNESEE | |||||||
| 2 MARYLAND FARMS SUITE 150 | BRENTWOORD | TN | 37088 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NEW LEASH ON LIFE | |||||||
| 507 JIM DRAPER BLVD | LEBANNON | TN | 37121 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| OLD FRIENDS SENIOR DOG INC | |||||||
| PO BOX 93 | MOUNT JULIET | TN | 37121 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| OPERATION STAND DOWN NASHVILLE INC | |||||||
| 1125 12TH AVENUE SOUTH | NASHVILLE | TN | 372034709 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ORPHANED & INJURED WILDLIFE INC | |||||||
| 3012 CENTER LAKE DRIVE | SPIRIT LAKE | IA | 51360 | PC | GENERAL OPERATING SUPPORT | $500 | |
| OWL'S HILL NATURE SANCTUARY | |||||||
| 545 BEECH CREEK ROAD | BRENTWOOD | TN | 37027 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| PEARSON LAKES ART CENTER | |||||||
| 2201 HWY 71 | OKOBOJI | IA | 51355 | PC | GENERAL OPERATING SUPPORT | $27,500 | |
| PEARSON LAKES ART CENTER | |||||||
| PO BOX 255 | OKOBOJI | IA | 51351 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| PET COMMUNITY CENTER INC | |||||||
| 943-B DR RICHARD G ADAMS DRIVE | NASHVILLE | TN | 37207 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91402 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| REBOOT COMBAT RECOVERY | |||||||
| PO BOX 1223 | FT CAMPBELL | KY | 42223 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| RESCUE 1 GLOBAL | |||||||
| 6688 NOLENSVILLE ROAD STE 108-167 | BRENTWOOD | TN | 37027 | PC | GENERAL OPERATING SUPPORT | $9,750 | |
| ROOM IN THE INN | |||||||
| PO BOX 25309 | NASHVILLE | TN | 372025309 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| SADDLE UP | |||||||
| 1549 OLD HILLSBORO ROAD | FRANKLIN | TN | 37069 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SAFE HAVEN FAMILY SHELTER | |||||||
| 1234 THIRD AVENUE SOUTH | NASHVILLE | TN | 37210 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SANIBEL-CAPTIVA CONSERVATION FOUNDATION | |||||||
| 3333 SANIBEL-CAPTIVA RD PO BOX 839 | SANIBEL | FL | 339570839 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| SAVE THE CHIMPS | |||||||
| PO BOX 12220 F/K/A CENTER FOR | FT PIERCE | FL | 34979 | PC | GENERAL OPERATING SUPPORT | $10,000 | CAPTIVE CHIMPANZEE CARE |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 2616 | ALEXANDRIA | VA | 22306 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SECOND HARVEST FOOD BANK | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SHAKESPEARE GARDEN SOCIETY | |||||||
| 23358 385TH AVENUE | WESSINGTON SPRINGS | SD | 57382 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SILOAM FAMILY HEALTH CENTER | |||||||
| 820 GALE LANE | NASHVILLE | TN | 37204 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ST HENRY CHURCH | |||||||
| 6401 HARDING PIKE | NASHVILLE | TN | 37205 | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| STEPHENS COLLEGEOKOBOJI SUMMER THEATER | |||||||
| 1200 E BROADWAY | COLUMBIA | MO | 65215 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SUN LAKES UNITED METHODIST CURCH | |||||||
| 9248 EAST RIGGS ROAD | CHANDLER | AZ | 85248 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| TENNESSEE GOLF FOUNDATION | |||||||
| 400 FRANKLIN ROAD | FRANKLIN | TN | 37069 | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| TENNESSEE HISTORY FOR KIDS | |||||||
| PO BOX 281 | FRANKLIN | TN | 37065 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| TENNESSEE STATE MUSEUM FOUNDATION | |||||||
| 505 DEADERICK ST | NASHVILLE | TN | 372431402 | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| TENNESSEE WILDLIFE FEDERATION | |||||||
| 300 ORLANDO AVENUE 200 | NASHVILLE | TN | 37209 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| THE AMERICAN CONSERVATIVE | |||||||
| 910 17TH ST SUITE 312 | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE CLAREMONT INSTITUTE | |||||||
| 1317 W FOOTHILL BLVD SUITE 120 | UPLAND | CA | 91786 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE COMMUNITY FOUNDATION OF SOUTH CENTRAL KENTUCKY | |||||||
| PO BOX 737 | BOWLING GREEN | KY | 42101 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE CROSSROADS CAMPUS | |||||||
| 707 MONROE ST | NASHVILLE | TN | 37208 | PC | GENERAL OPERATING SUPPORT | $55,000 | |
| THE JACK MILLER CENTER | |||||||
| 3 BALA PLAZE WEST SUITE 401 | BALA CYNWAYD | PA | 19004 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| THE MIA FOUNDATION | |||||||
| 3177 LATTA ROAD 188 | ROCHESTER | NY | 14612 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| THE NASHVILLE FOOD PROJECT | |||||||
| 5904 CALIFORNIA AVENUE | NASHVILLE | TN | 37209 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THE REFUGE CENTER FOR COUNSELING | |||||||
| 103 FORREST CROSSING BLVD SUITE 102 | FRANKLIN | TN | 37064 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE SALVATION ARMY OF NASHVILLE | |||||||
| PO BOX 78265 | NASHVILLE | TN | 37207 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| THISTLE FARMS INC | |||||||
| 5122 CHARLOTTE AVENUE | NASHVILLE | TN | 37209 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TRAILHEAD COMMUNITY | |||||||
| 11757 W KEN CARYL AVE F-426 | LITTLETON | CO | 80127 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| USO UNITED STATES ORGANIZATION INC | |||||||
| USO FORT CAMPBELL/NASHVILLE PO BOX | FORT CAMPBELL | KY | 42223 | PC | GENERAL OPERATING SUPPORT | $5,000 | 1121 |
| VANDERBILT CAMP TALKS | |||||||
| MEDICAL CENTER EAST SOUTH TOWER | NASHVILLE | TN | 37232 | PC | GENERAL OPERATING SUPPORT | $1,500 | 1215 21ST AVE S SUITE 6209 |
| WALDEN'S PUDDLE | |||||||
| PO BOX 641 8131 JACKMAN ROAD | JOELTON | TN | 37080 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| WREATHS ACROSS AMERICA | |||||||
| 9140 JENKINS RD | COTTON | MN | 55724 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| YMCA OF THE OKOBOJIS | |||||||
| 1900 41ST STREET | SPIRIT LAKE | IA | 51360 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| YOUNG AMERICANS AGAINST SOCIALISM | |||||||
| 53 W JACKSON BLVD SUITE 1734 | CHICAGO | IL | 60604 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,016,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BARRY GOLDWATER INSTITUTE | |||||||
| 500 EAST CORONADO ROAD | PHOENIX | AZ | 85004 | PC | GENERAL OPERATING SUPPORT | $175,000 | |
| BELMONT UNIVERSITY | |||||||
| 1900 BELMONT BOULEVARD | NASHVILLE | TN | 372123757 | PC | GENERAL OPERATING SUPPORT | $375,000 | |
| FRIENDS OF WARNER PARKS | |||||||
| WARNER PARKS HEADQUARTERS 50 VAUGHN | NASHVILLE | TN | 37221 | PC | GENERAL OPERATING SUPPORT | $200,000 | ROAD |
| IOWA NATURAL HERITAGE FOUNDATION | |||||||
| INSURANCE EXCHANGE BLDG SUITE 444 | DES MOINES | IA | 50309 | PC | GENERAL OPERATING SUPPORT | $800,000 | 505 FIFTH AVENUE |
| NASHVILLE RESCUE MISSION | |||||||
| 639 LAFAYETTE STREET | NASHVILLE | TN | 37203 | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| PEARSON LAKES ART CENTER | |||||||
| 2201 HWY 71 | OKOBOJI | IA | 51355 | PC | GENERAL OPERATING SUPPORT | $400,000 | |
| THE JACK MILLER CENTER | |||||||
| 3 BALA PLAZE WEST SUITE 401 | BALA CYNWAYD | PA | 19004 | PC | GENERAL OPERATING SUPPORT | $400,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,550,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,738,961 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $284,400 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,487 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,433,447 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $292,887 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,187,006 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,479,893 | 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 | ANDREA WAITT CARLTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 58389 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $87,697 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,559,537 | FairMarketValueAmt |
| Received | 2021-05-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $32,076 | Amt |
| Net Investment Income | $3,208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,868 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PEG GLOBAL PRIVATE EQUITY | FMV | $615,862 | $852,866 |
| JP MORGAN-MANAGED FUND | FMV | $51,508,482 | $60,809,619 |
| CLAYTON, DUBILIER & RICE FUND X | FMV | $666,291 | $1,807,901 |
| GREEN EQUITY INVESTORS VII, LP | FMV | $339,913 | $1,351,205 |
| INDUS ASIA PACIFIC DIST. HOLD | FMV | $22,704 | $1,638 |
| MHR INSTITUTIONAL PARTNERS III | FMV | $250,567 | $501,524 |
| MHR INSTITUTIONAL PARNERS II | FMV | $1,406,145 | $460,073 |
| NEW MEXICO COMMUNITY CAPITAL FUND | FMV | $10,899 | $15,434 |
| TCW ENERGY FUND XIV | FMV | $386,181 | $138,663 |
| YORKTOWN ENERGY PARTNERS VII | FMV | $202,436 | $43,311 |
| YORKTOWN ENERGY PARTNERS VIII | FMV | $253,740 | $219,637 |
| YORKTOWN ENERGY PARTNERS X | FMV | $361,628 | $533,065 |
| YORKTOWN ENERGY PARTNERS XI | FMV | $535,955 | $938,672 |
| MGP VENTURE FUND III, LP | FMV | $23,072 | $23,072 |
| VINTAGE 2021 PRIVATE INVESTMENT | FMV | $324,479 | $331,837 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,687 | LegalFeesAmt |
| Net Investment Income | $169 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,518 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLES | Desc |
| BOY Book Value | $336 | BOYBookValueAmt |
| EOY Book Value | $2,645 | EOYBookValueAmt |
| EOYFMV | $2,645 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $44,985 | $0 | $44,985 |
| BANK CHARGES | $160 | $0 | $160 |
| COMPUTER EXPENSE | $8,253 | $0 | $8,253 |
| DUES, FEES, & SUBSCRIPTIONS | $11,490 | $0 | $11,490 |
| FROM PASSTHROUGH ENTITIES | $156,779 | $46,226 | $0 |
| MEALS & ENTERTAINMENT | $2,971 | $0 | $2,971 |
| PAYROLL EXPENSES | $3,132 | $0 | $3,132 |
| POSTAGE & SHIPPING | $123 | $0 | $123 |
| PUBLIC RELATIONS | $278 | $0 | $278 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $189 | $189 | $189 |
| FROM PASSTHROUGH ENTITIES | $298,809 | $12,754 | $298,809 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $127,919 | $127,919 | $0 |
| CONSULTANT FEES | $52,381 | $0 | $52,381 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $10,998 | $1,100 | $9,898 |
| FEDERAL TAXES | $60,000 | $0 | $0 |
| FOREIGN TAXES | $31,342 | $31,342 | $0 |
| PARTNERSHIP PASSTHROUGH PAID | $233 | $233 | $0 |
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