TWEED FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TWEED FAMILY FOUNDATION INC (EIN 83-0976486)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202121349349102512
- Schema version
- 2020v4.1
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T15:21:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830976486 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWEED FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TWEE | BusinessNameControlTxt |
| Phone | 4237851251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2285 | AddressLine1Txt |
| City | GREENEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37744 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN TWEED | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4237851251 | PhoneNum |
| Signature | 2021-05-13 | 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 | TWEED | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY W ALMACK | PreparerPersonNm |
| PTIN | P00019234 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $5,393,770 | 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 | $197,497 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $149,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,097 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $299,834 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,995,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $299,834 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $648,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $448,956 | 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 | $6,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,235 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,660 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,660 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,895 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,810 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $916 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $522 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,521 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,757 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $262,511 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $262,511 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $333,032 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $267,268 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $315,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $395,368 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $163,972 | CashBOYAmt |
| Cash EOY | $154,839 | CashEOYAmt |
| Cash EOYFMV | $154,839 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $299,961 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $299,976 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,034,661 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,219,300 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,512,180 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $775,206 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $477,111 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $426,775 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,973,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,151,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,393,770 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $37,214 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,076 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $37,214 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,076 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,936,625 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,131,135 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,936,625 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,131,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,973,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,151,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,936,625 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $315,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,268 | OtherIncreasesAmt |
| Subtotal | $5,260,314 | SubtotalAmt |
| Other Decreases | $129,179 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,131,135 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2020-12-31 | $1,992,915 | $1,695,700 | $297,215 | $297,215 |
| CAPITAL GAINS DIVIDENDS | P | $2,619 | $2,619 | $2,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $299,834 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,496 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,496 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,496 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,440 | 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 | $5,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $59 | TaxDueAmt |
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 | SAMANTHA HUGHES | IndividualWithBooksNm |
| Phone | 4237831251 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2285 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37744 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN TWEED | ||||||||
| 129 GLENFIELD TRAIL | GREENEVILLE | TN | 37745 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KIMBERLY TWEED | ||||||||
| 129 GLENFIELD TRAIL | GREENEVILLE | TN | 37745 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BRIDGET LOLLAR | ||||||||
| 204 GALWAY COURT | GREENEVILLE | TN | 37745 | TREASURER | 1.00 | $0 | $0 | $0 |
| JOSEPH TWEED | ||||||||
| 129 GLENFIELD TRAIL | GREENEVILLE | TN | 37745 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TAYLOR HARMON | ||||||||
| 1507 SUN VALLEY DR | GREENEVILLE | TN | 37745 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| GYPSY TWEED | ||||||||
| 404 MONTAIGNE CT | GREENEVILLE | TN | 37745 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| HALLE TWEED | ||||||||
| 129 GLENFIELD TRAIL | GREENEVILLE | TN | 37745 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JANCIE PAINTER | ||||||||
| 270 LORI CIRCLE | CHUCKEY | TN | 37641 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SAMANTHA HUGHES | ||||||||
| 1104 SYCAMORE CREEK DR | JONESBOROUGH | TN | 37659 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,414,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $589,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,003,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,003,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,059 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,928,856 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,496 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,496 | TotalTaxAmt |
| Distributable Before Adj | $240,947 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $240,947 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $240,947 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $267,268 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $267,268 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $267,268 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,947 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $242,633 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $267,268 | QualifyingDistributionsAmt |
| Applied To Year1 | $242,633 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $216,312 | 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 | JOHN TWEED | ContributingManagerNm |
| Contributing Manager | KIMBERLY TWEED | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF JOHNSON CITY | |||||||
| PO BOX 5219 | JOHNSON CITY | TN | 37602 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHILD ADVOCACY CENTER OF THE THIRD JUDICIAL DISTRICT | |||||||
| PO BOX 37818 | MOSHEIM | TN | 37818 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CUMBERLAND HEIGHTS FOUNDATION | |||||||
| 8283 RIVER ROAD PIKE PO BOX 90727 | NASHVILLE | TN | 90727 | N/A | PC | GENERAL SUPPORT | $10,000 |
| GREENE COUNTY FIREWOOD MINISTRY | |||||||
| 80 SPLATTER CREEK RD | LIMESTONE | TN | 37681 | N/A | PC | GENERAL SUPPORT | $5,000 |
| GREENE COUNTY UNITED WAY INC | |||||||
| 115 ACADEMY ST | GREENVILLE | TN | 37743 | N/A | PC | GENERAL SUPPORT | $15,000 |
| HOLSTON UNITED METHODIST HOME FOR CHILDREN | |||||||
| PO BOX 188 | GREENVILLE | TN | 37744 | N/A | PC | GENERAL SUPPORT | $15,000 |
| JEREMIAH SCHOOL | |||||||
| 2423 SUSANNAH ST | JOHNSON CITY | TN | 37601 | N/A | PC | GENERAL SUPPORT | $25,000 |
| LYDIAHS MISSION | |||||||
| 9410 RIDINGS BLVD | DAYTON | OH | 45458 | N/A | PC | GENERAL SUPPORT | $19,500 |
| PROVIDENCE ACADEMY | |||||||
| 2788 CARROLL CREEK RD | JOHNSON CITY | TN | 37615 | N/A | PC | GENERAL SUPPORT | $20,000 |
| THE MIDST | |||||||
| 2506 SOUTH ROAN STREET | JOHNSON CITY | TN | 37601 | N/A | PC | GENERAL SUPPORT | $35,000 |
| THE WELL INC | |||||||
| PO BOX 181 | JOHNSON CITY | TN | 37605 | N/A | PC | GENERAL SUPPORT | $25,400 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | N/A | PC | GENERAL SUPPORT | $15,000 |
| BOYS AND GIRLS CLUB OF GREENE COUNTY | |||||||
| PO BOX 1977 | GREENVILLE | TN | 37744 | N/A | PC | GENERAL SUPPORT | $35,000 |
| ELS FOR AUTISM | |||||||
| 18370 LIMESTONE CREEK ROAD | JUPITER | FL | 33458 | N/A | PC | GENERAL SUPPORT | $5,000 |
| THE HOPE CENTER | |||||||
| 314 TUSCULUM BLVD | GREENVILLE | TN | 37743 | N/A | PC | GENERAL SUPPORT | $10,000 |
| LIVE AND LEARN PROGRAM | |||||||
| 326 E CORONADO RD SUITE 201 | PHOENIX | AZ | 85004 | N/A | PC | GENERAL SUPPORT | $10,000 |
| TENNESSEE BAPTIST CHILDREN'S HOME | |||||||
| PO BOX 2206 | BRENTWOOD | TN | 37024 | N/A | PC | GENERAL SUPPORT | $5,000 |
| GREENEVILLE HIGH SCHOOL | |||||||
| 210 TUSCULUM BLVD | GREENEVILLE | TN | 37743 | N/A | PC | BOUGHT FOOD ON BEHALF OF SCHOOL TO BUILD FOOD BOXES FOR 100 FAMILIES IN NEED | $2,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $262,511 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,097 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $299,834 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $450,956 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $450,956 | 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 | JOHN KIM TWEED | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 GLENFIELD TRAIL | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $197,497 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 112 SHARES OF ALPHABET INC CL C FM SYMBOL: GOOG | NoncashPropertyDesc |
| Fair Market Value | $197,497 | FairMarketValueAmt |
| Received | 2020-11-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,235 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENEVILLE HIGH SCHOOL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 TUSCULUM BLVD | AddressLine1Txt |
| City | GREENEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37743 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-12-15 | GrantDt |
| Grant | $2,611 | GrantAmt |
| Purpose Of Grant | TO PAY FOR FOOD BOXES FOR 100 GREENEVILLE HIGH SCHOOL FAMILIES IN NEED | PurposeOfGrantTxt |
| Expended By Grantee | $2,611 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | MAY 13, 2021 | DatesOfReportsByGranteeTxt |
| Verification | 2021-05-13 | VerificationDt |
| Results Of Verification | $2,116 WORTH OF FOOD DISTRIBUTED TO FAMILIES OF GREENE HIGH SCHOOL STUDENTS FOR THE HOLIDAYS | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-B, LINES 1A(3) AND 1B | FormAndLineReferenceDesc |
| Medium Explanation | PART VII-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE JOHN TWEED AND KIMBERLY TWEED ARE SUBSTANTIAL CONTRIBUTORS TO THE TWEED FAMILY FOUNDATION, INC. AND ARE THEREFORE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" BY SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THEY ARE NOT COMPENSATED AND THIS SERVICE QUALIFIES UNDER THE EXCEPTIONS DESCRIBED IN REGULATIONS FOR SECTION 4941. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EEM | $148,734 | $180,845 |
| XLU | $29,589 | $31,350 |
| VDE | $213,298 | $129,650 |
| VDE | $85,490 | $84,930 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MO | $103,697 | $123,000 |
| AIG | $42,990 | $37,860 |
| AZN | $30,275 | $49,990 |
| KO | $146,019 | $219,360 |
| GIS | $106,182 | $176,400 |
| KMB | $99,012 | $121,347 |
| NSRGY | $111,440 | $235,600 |
| WFC | $375,602 | $301,800 |
| GOOG | $122,894 | $196,211 |
| AMGN | $285,445 | $344,880 |
| BHP | $49,138 | $65,340 |
| CVX | $124,831 | $84,450 |
| COP | $67,890 | $39,990 |
| DOW | $102,983 | $112,499 |
| DD | $281,626 | $298,662 |
| XOM | $180,454 | $103,050 |
| JNJ | $129,700 | $157,380 |
| K | $119,522 | $124,460 |
| KMI | $170,132 | $136,700 |
| KHC | $128,720 | $103,980 |
| LVS | $63,169 | $59,600 |
| NVS | $37,633 | $47,215 |
| PFE | $137,859 | $128,835 |
| PSX | $149,526 | $139,880 |
| USB | $52,309 | $46,590 |
| WY | $85,088 | $117,355 |
| MMM | $347,460 | $349,580 |
| T | $61,270 | $57,520 |
| BAC | $77,864 | $90,930 |
| CPT | $48,862 | $49,960 |
| EQR | $57,127 | $59,280 |
| GD | $226,395 | $223,230 |
| MDT | $46,870 | $58,570 |
| MAA | $49,316 | $50,676 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $299,961 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $299,976 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJ FMV TO COST FOR GIFTED STOCK | $74,604 |
| UNSETTLED PURCHASES | $54,575 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $118 | $118 | $0 |
| IT/TECHNOLOGY FEES | $522 | $0 | $522 |
| MISC OTHER EXPENSE | $276 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION OF TAXABLE EXPENDITURE | Desc |
| Revenue And Expenses Per Books | $2,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN ON CAPITAL | $7,819 |
| ROUNDING | $449 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHORT CALL OPTIONS | Desc |
| BOY Book Value | $37,214 | BOYBookValueAmt |
| EOY Book Value | $20,076 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $49,660 | Amt |
| Net Investment Income | $49,660 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2019 FEDERAL TAX DUE | $6,005 | $0 | $0 |
| FOREIGN TAXES | $3,810 | $3,810 | $0 |
| 2019 ESTIMATED TAXES | $4,080 | $0 | $0 |
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