BETA

HOBSON-WOOD FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HOBSON-WOOD FOUNDATION INC (EIN 62-1586595)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-04-05
IRS object ID
202120959349100117
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-05T12:24:59-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN842335149PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Elliott Advisory Group LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1800 South Gay Street Ste 2126AddressLine1Txt
CityKnoxvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37902ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN621586595EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hobson-Wood Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOBSBusinessNameControlTxt
Phone8655843300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19202 S Northshore Drive Suite 301AddressLine1Txt
CityKnoxvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37922ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKimberly WoodPersonNm
Person TitlePresidentPersonTitleTxt
Phone8652404984PhoneNum
Signature2021-04-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEric ElliottPreparerPersonNm
PTINP00642574PTIN
Phone8655841802PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,000,436FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$102InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$102InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$102InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$38,613DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,383DividendsNetInvstIncmAmt
Dividends Adj Net Incm$38,613DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$382,022NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,449,431GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$383,846CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$420,737TotalRevAndExpnssAmt
Total Net Invst Incm$422,331TotalNetInvstIncmAmt
Total Adj Net Incm$38,715TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,227OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,705TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,607TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$132,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$132,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$147,357TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$132,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$273,380ExcessRevenueOverExpensesAmt
Net Investment Income$422,331NetInvestmentIncomeAmt
Adjusted Net Income$38,715AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$427,142CashBOYAmt
Cash EOY$833,519CashEOYAmt
Cash EOYFMV$833,519CashEOYFMVAmt
Other Nts And Loans Rcvbl$2,750OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$2,750OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$2,750OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$2,750OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$1,984PrepaidExpensesBOYAmt
Prepaid Expenses EOY$723PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$723PrepaidExpensesEOYFMVAmt
Other Investments BOY$1,367,580OtherInvestmentsBOYAmt
Other Investments EOY$1,163,444OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,163,444OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,799,456TotalAssetsBOYAmt
Total Assets EOY$2,000,436TotalAssetsEOYAmt
Total Assets EOYFMV$2,000,436TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,799,456RetainedEarningBOYAmt
Retained Earning EOY$2,000,436RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,799,456TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,000,436TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,799,456TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,000,436TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,799,456TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$273,380ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,072,836SubtotalAmt
Other Decreases$72,400OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,000,436TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
Publicly Traded Securities$2,062,562$1,845,019$217,543$217,543
Publicly Traded Securities$1,370,142$1,219,818$150,324$150,324
Ultrashort Crude Oil K-1$2,594$2,594$2,594
Capital Gains Dividends$13,385$13,385$13,385P
FieldValueIRS element (for citing)
Capital Gain Net Income$383,846CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$220,137NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$80,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,756,538NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045544DistributionYr1Rt
Adjusted Qlfy Distri Yr2$86,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,781,658NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048550DistributionYr2Rt
Adjusted Qlfy Distri Yr3$125,700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,525,681NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.082389DistributionYr3Rt
Adjusted Qlfy Distri Yr4$55,606AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,259,237NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044158DistributionYr4Rt
Adjusted Qlfy Distri Yr5$88,750AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$744,035NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.119282DistributionYr5Rt
Total Distribution0.339923TotalDistributionRt
Average Distribution0.067985AverageDistributionRt
Net Vl Noncharitable Assets$1,873,499NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$127,370AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,223NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$131,593AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$132,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,223InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,223SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,223TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$723EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$723TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$3,500TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDanny PressleyIndividualWithBooksNm
Phone8652404984PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19202 S Northshore Drive Suite 301AddressLine1Txt
CityKnoxvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37922ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Kimberly Wood
8220 Martin Mill PikeKnoxvilleTN37920President5.00$0$0$0
Danny Pressley
9202 S Northshore Drive Ste 301KnoxvilleTN37922Treasurer0.50$0$0$0
Tammy Kaousias
2945 Kenilworth LaneKnoxvilleTN37917Secretary1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,265,512AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$632,413AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,104FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,902,029TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,902,029AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,530CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,873,499NetVlNoncharitableAssetsAmt
Minimum Investment Return$93,675MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$93,675MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,223TaxBasedOnInvestmentIncomeAmt
Total Tax$4,223TotalTaxAmt
Distributable Before Adj$89,452DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$89,452DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$89,452DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$132,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$132,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,223PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$128,527AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,452DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Total For Prior Years$81,799TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$45,686ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$125,700ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$88,600ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$259,986TotalExcessDistributionCyovAmt
Qualifying Distributions$132,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$81,799AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,951AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$38,501ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$38,501ExcessDistributionCyovAppCYAmt
Total Corpus$221,485TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$7,185ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$214,300ExcessDistriCyovToNextYrAmt
Excess From Year3$125,700ExcessFromYear3Amt
Excess From Year2$88,600ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKimberly WoodContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Big Ears Festival
900 S Gay Street Ste 1001KnoxvilleTN37902PCBig Ears 2020 Youth Programming Fund$10,000
East Tennessee Childern's Hospital
2018 Clinch AvenueKnoxvilleTN37916PCGeneral$75,000
Young Life
PO Box 647KnoxvilleTN37901PCCorporate Sponsor$10,000
Zoo Knoxville
3500 Knoxville Zoo DriveKnoxvilleTN37914PCAmphibian & Reptile Conservation Campus$22,500
Pheo Alliance
1608 Balley DrOceansideCA92054PCGeneral$3,500
Pacific Zen Institue
PO Box 2972Santa RosaCA95405PCGeneral$5,000
Shora Foundation
2524 Martin Luther King AveKnoxvilleTN37914PCAcademic Center$250
Faith Lutheran
225 Jamestowne BlvdKnoxvilleTN37934PCGeneral$6,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$132,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$102ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,613ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$382,022ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$420,737ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$420,737TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionThe foundation is making an election to apply current year excess qualifying distributions to prior years.ElectionDesc

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionThe foundation is making an election to distribute out of the undistributed income from corpus.ElectionDesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtBasisBasisAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmtGross Sales PriceGrossSalesPriceAmt
US Gas FundPurchased$2,572$0-$2,572
Ultrashort Crude OilPurchased$0$748$748

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCharles Schwab EquityCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,163,444BookValueAmt
EOYFMV$1,163,444EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDecrease in Unrealized Gains/LossesDesc
Amt$72,400Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank FeesDesc
Revenue And Expenses Per Books$175RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAdvisory FeesCategoryTxt
Amt$11,227Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise TaxCategoryTxt
Amt$1,705Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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