JOHN DUSTIN BUCKMAN CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN DUSTIN BUCKMAN CHARITABLE TRUST (EIN 62-6155483)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2021-11-23
- IRS object ID
- 202133279349100503
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-23T09:00:13-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626155483 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN DUSTIN BUCKMAN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST HORIZON BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Signature | 2021-11-22 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $29,116,705 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $561,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $561,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,904,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,505,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,904,008 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $186 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,465,466 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,465,280 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $163,310 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $81,655 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,655 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,757 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,757 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $195,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,655 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,449,984 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,449,984 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,645,051 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,531,639 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $820,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,351,868 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $877,939 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,608 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,609 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $10,803,763 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,985,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,778,137 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,272,262 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,699,801 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,278,959 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,953,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,744,564 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,116,705 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,953,964 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,744,564 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,953,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,744,564 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,953,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,744,564 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,953,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $820,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,774,379 | SubtotalAmt |
| Other Decreases | $29,815 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,744,564 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (144 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 250000. ALABAMA POWER CO 3.375% 10/01/20 | 2011-12-22 | 2020-10-01 | $250,000 | $266,025 | -$16,025 | -$16,025 | |
| 935. KOHL'S DEPT STORE | 2019-04-10 | 2020-11-02 | $19,125 | $43,396 | -$24,271 | -$24,271 | |
| 1690. BAKER HUGHES CO | 2019-04-10 | 2020-12-28 | $35,332 | $42,404 | -$7,072 | -$7,072 | |
| 2280. KINDER MORGAN INC | 2019-04-10 | 2020-12-28 | $30,962 | $37,963 | -$7,001 | -$7,001 | |
| 1400. NATIONAL-OILWELL INC | 2019-04-10 | 2020-12-28 | $18,850 | $42,614 | -$23,764 | -$23,764 | |
| 400000. THERMO FISHER 4.150% 2/01/24 | 2016-10-26 | 2021-01-15 | $444,996 | $444,996 | |||
| 100000. TRENTON NJ 4.000% 2/15/21 | 2014-02-18 | 2021-02-15 | $100,000 | $100,000 | |||
| 250000. BECTON DICKINSON 3.125% 11/08/21 | 2011-12-19 | 2021-03-13 | $254,643 | $258,275 | -$3,632 | -$3,632 | |
| 766. ISHARES DJ U.S. REAL ESTATE ETF | 2019-04-10 | 2021-04-01 | $70,850 | $62,047 | $8,803 | $8,803 | |
| 1378. AT & T INC | 2019-04-10 | 2021-04-16 | $41,204 | $41,255 | -$51 | -$51 | |
| 191. ABBVIE INC | 2020-05-08 | 2021-04-16 | $20,602 | $15,959 | $4,643 | $4,643 | |
| 417. THE ALLSTATE CORPORATION | 2019-04-10 | 2021-04-16 | $50,867 | $27,188 | $23,679 | $23,679 | |
| 59. ALPHABET INC CL A | 2019-04-10 | 2021-04-16 | $134,144 | $39,987 | $94,157 | $94,157 | |
| 6417. AMER BCN SM CAP VAL-INST | 2019-04-10 | 2021-04-16 | $198,157 | $146,108 | $52,049 | $52,049 | |
| 191. AMERICAN TOWER CORP REIT | 2021-04-01 | 2021-04-16 | $47,431 | $45,482 | $1,949 | $1,949 | |
| 595. AMERISOURCEBERGEN CORP 03073E105 | 2019-02-06 | 2021-04-16 | $70,751 | $51,508 | $19,243 | $19,243 | |
| 337. AMERIPRISE FINANCIAL INC. | 2019-04-10 | 2021-04-16 | $83,211 | $22,866 | $60,345 | $60,345 | |
| 270. AMGEN | 2019-04-10 | 2021-04-16 | $69,187 | $44,838 | $24,349 | $24,349 | |
| 1734. APPLE COMPUTER INC | 2019-04-10 | 2021-04-16 | $232,011 | $33,255 | $198,756 | $198,756 | |
| 677. BEST BUY CO INC XXX-XX-XXXX | 2019-04-10 | 2021-04-16 | $80,980 | $26,468 | $54,512 | $54,512 | |
| 100. BIOGEN INC | 2019-02-06 | 2021-04-16 | $27,070 | $33,502 | -$6,432 | -$6,432 | |
| 496. CAPITAL ONE FIN CORP | 2019-04-10 | 2021-04-16 | $67,210 | $30,388 | $36,822 | $36,822 | |
| 1007. CISCO SYSTEMS | 2019-04-10 | 2021-04-16 | $53,070 | $29,018 | $24,052 | $24,052 | |
| 662. COGNIZANT TECHNOLOGY SOLUTIONS CORP | 2019-04-10 | 2021-04-16 | $53,247 | $49,407 | $3,840 | $3,840 | |
| 1431. COMCAST CORP-CL A | 2019-04-10 | 2021-04-16 | $78,635 | $48,422 | $30,213 | $30,213 | |
| 497. THE WALT DISNEY COMPANY WITH RIGHTS EXP 6/30/99 | 2019-04-10 | 2021-04-16 | $92,722 | $52,643 | $40,079 | $40,079 | |
| 1066. EBAY INC | 2019-04-10 | 2021-04-16 | $68,737 | $35,275 | $33,462 | $33,462 | |
| 175. ECOLAB INC | 2019-04-10 | 2021-04-16 | $38,778 | $20,092 | $18,686 | $18,686 | |
| 687. FISERV INC | 2019-04-10 | 2021-04-16 | $85,891 | $15,591 | $70,300 | $70,300 | |
| 795. FIRST ENERGY CORP | 2019-04-10 | 2021-04-16 | $28,351 | $24,201 | $4,150 | $4,150 | |
| 635. GILEAD SCIENCES INC | 2019-04-10 | 2021-04-16 | $42,335 | $42,459 | -$124 | -$124 | |
| 226. HONEYWELL INTERNATIONAL INC | 2019-04-10 | 2021-04-16 | $52,086 | $33,856 | $18,230 | $18,230 | |
| 258. ILLINOIS TOOL WORKS INC | 2019-04-10 | 2021-04-16 | $57,331 | $35,358 | $21,973 | $21,973 | |
| 1070. INTEL CORP | 2019-04-10 | 2021-04-16 | $69,305 | $32,434 | $36,871 | $36,871 | |
| 304. IBM | 2019-04-10 | 2021-04-16 | $40,563 | $41,831 | -$1,268 | -$1,268 | |
| 254. ISHARES DJ U.S. REAL ESTATE ETF | 2016-09-12 | 2021-04-16 | $24,440 | $20,378 | $4,062 | $4,062 | |
| 374. JP MORGAN CHASE & CO | 2019-04-10 | 2021-04-16 | $57,214 | $17,953 | $39,261 | $39,261 | |
| 8501. JH III INTL GRWTH-I | 2020-06-02 | 2021-04-16 | $337,915 | $241,088 | $96,827 | $96,827 | |
| 211. L3 HARRIS TECHNOLOGIES INC | 2019-04-10 | 2021-04-16 | $44,274 | $27,857 | $16,417 | $16,417 | |
| 3597. CLEARBRIDGE INTL GRWTH-IS | 2020-06-04 | 2021-04-16 | $250,711 | $192,224 | $58,487 | $58,487 | |
| 6432. MFS MID CAP GROWTH FUND-I | 2020-02-25 | 2021-04-16 | $200,421 | $145,492 | $54,929 | $54,929 | |
| 404. MANPOWERGROUP INC | 2019-04-10 | 2021-04-16 | $44,325 | $32,682 | $11,643 | $11,643 | |
| 398. MCKESSON CORPORATION 58155Q103 | 2019-04-10 | 2021-04-16 | $76,054 | $48,046 | $28,008 | $28,008 | |
| 831. METLIFE INC | 2019-04-10 | 2021-04-16 | $52,137 | $30,034 | $22,103 | $22,103 | |
| 96. NORTHROP GRUMMAN CORP 666807102 | 2019-05-01 | 2021-04-16 | $33,060 | $28,089 | $4,971 | $4,971 | |
| 220. PARKER HANNIFIN CORP | 2019-04-10 | 2021-04-16 | $69,905 | $36,843 | $33,062 | $33,062 | |
| 369. PEPSICO | 2019-04-10 | 2021-04-16 | $52,986 | $42,164 | $10,822 | $10,822 | |
| 640. PUBLIC SERVICE ENTERPRISE GROUP INC | 2019-04-10 | 2021-04-16 | $40,488 | $27,620 | $12,868 | $12,868 | |
| 1605. ENERGY SELECT SECTOR SPDR | 2020-12-28 | 2021-04-16 | $77,732 | $60,972 | $16,760 | $16,760 | |
| 641. TARGET CORP | 2019-04-10 | 2021-04-16 | $133,710 | $43,573 | $90,137 | $90,137 | |
| 278. TRAVELERS COMPANIES INC | 2019-04-10 | 2021-04-16 | $43,117 | $18,811 | $24,306 | $24,306 | |
| 718. TRUIST FINANCIAL CORP | 2019-02-06 | 2021-04-16 | $41,236 | $34,893 | $6,343 | $6,343 | |
| 663. TYSON FOODS INC | 2019-04-10 | 2021-04-16 | $52,128 | $25,470 | $26,658 | $26,658 | |
| 794. UNUMPROVIDENT CORP | 2019-04-10 | 2021-04-16 | $23,130 | $22,107 | $1,023 | $1,023 | |
| 352. VALERO ENERGY CORP | 2019-04-10 | 2021-04-16 | $25,496 | $23,683 | $1,813 | $1,813 | |
| 2574. VANGUARD M/C GROW INDX-ADM | 2019-04-10 | 2021-04-16 | $250,605 | $134,242 | $116,363 | $116,363 | |
| 1752. VANGUARD GROWTH INDEX FD ADM | 2019-04-10 | 2021-04-16 | $249,327 | $134,575 | $114,752 | $114,752 | |
| 3202. VANGUARD S/C VAL INDX-INST | 2019-04-10 | 2021-04-16 | $131,154 | $85,899 | $45,255 | $45,255 | |
| 662. VANGUARD S/C GROWTH INDX INS | 2019-04-10 | 2021-04-16 | $53,178 | $34,325 | $18,853 | $18,853 | |
| 2731. VICTORY SYCAMORE EST VAL-I | 2019-04-10 | 2021-04-16 | $134,748 | $102,385 | $32,363 | $32,363 | |
| 447. WAL-MART STORES | 2019-04-10 | 2021-04-16 | $62,875 | $26,751 | $36,124 | $36,124 | |
| 404. WALGREENS BOOTS ALLIANCE INC | 2019-02-06 | 2021-04-16 | $21,724 | $28,938 | -$7,214 | -$7,214 | |
| 830. PERRIGO CO PLC | 2019-04-10 | 2021-04-16 | $34,107 | $39,735 | -$5,628 | -$5,628 | |
| 290. LYONDELLBASELL INDUSTRIES NV | 2019-04-10 | 2021-04-16 | $31,009 | $25,346 | $5,663 | $5,663 | |
| 772. NXP SEMICONDUCTORS | 2019-04-10 | 2021-04-16 | $154,382 | $72,069 | $82,313 | $82,313 | |
| 100000. JPMORGAN CHASE 4.625% 5/10/21 | 2014-02-05 | 2021-05-10 | $100,000 | $100,000 | |||
| 125000. CATERPILLAR INC 3.900% 5/27/21 | 2013-10-31 | 2021-05-27 | $125,000 | $132,656 | -$7,656 | -$7,656 | |
| 100000. ALABAMA POWER CO 3.950% 6/01/21 | 2014-02-05 | 2021-06-01 | $100,000 | $100,000 | |||
| 100000. FHLB 3.625% 6/11/21 | 2014-02-18 | 2021-06-11 | $100,000 | $100,000 | |||
| 1965.066 FED HERM TTL RTRN BND-INST | 2019-04-10 | 2021-09-15 | $22,520 | $21,085 | $1,435 | $1,435 | |
| 247.729 PIMCO INCOME FUND-INS | 2019-04-10 | 2021-09-15 | $3,000 | $2,927 | $73 | $73 | |
| 2004.91 WESTERN ASSET CORE PLUS BOND FUND-IS | 2019-04-10 | 2021-09-15 | $24,560 | $23,218 | $1,342 | $1,342 | |
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,947 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,904,008 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,691 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,691 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,691 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $582 | EsPenaltyAmt |
| Tax Due | $33,273 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST HORIZON BANK | BusinessNameLine1Txt |
| Business Name Line2 | TRUST DEPARTMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9016812349 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST HORIZON BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $163,310 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,800,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,088,807 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,889,528 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,889,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $433,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,456,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,422,809 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,422,809 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,691 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,691 | TotalTaxAmt |
| Distributable Before Adj | $1,390,118 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,390,118 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,390,118 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,531,639 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,531,639 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,531,639 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,390,118 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $160,323 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,560 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $281,883 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,531,639 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,390,118 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,521 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $423,404 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $423,404 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $160,323 | ExcessFromYear2Amt |
| Excess From Year1 | $121,560 | ExcessFromYear1Amt |
| Excess From Current Year | $141,521 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MRS LEIGH LAWYER TRUST OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1Txt |
| City | MEMHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9016812349 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF STATEMENTOF THE PURPOSE OF THE ORGANIZATION AND INTENDED USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONE-HALF OF THE INCOME FROM THIS TRUST IS INTENDED FOR NEEDY CAUSES WHICH ARE OF BENEFIT TO CHILDREN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| EMMANUEL CENTER INC | ||||||||
| 604 ST PAUL AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $80,000 | |
| REDZONE MEMPHIS INC | ||||||||
| 850 HANLEY STREET | MEMPHIS | TN | 38114 | NONE | 501(C)(3) | CHARITY | $12,500 | |
| KINDRED PLACE INC | ||||||||
| 2180 UNION AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| BAPTIST MEMORIAL HEALTH CARE FDN | ||||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 38120 | NONE | PUBLIC CHARITY | BENEFIT CHARITY | $50,000 | |
| CHURCH HEALTH CENTER | ||||||||
| 1210 PEABODY AVENUE | MEMPHIS | TN | 38108 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | ATTN DR G SCOTT MORRIS |
| MEMPHIS CHILD ADVOCACY CENTER | ||||||||
| 1085 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | CHARITY | $35,000 | |
| SAINT PAUL CATHOLIC SCHOOL | ||||||||
| 1425 E SHELBY DR | MEMPHIS | TN | 38116 | NONE | PUBLIC CHARITY | BENEFIT CHARITY | $50,000 | |
| HOLY ROSARY PARISH SCHOOL | ||||||||
| 4841 PARK AVENUE | MEMPHIS | TN | 38117 | NONE | 501(C)(3) | CHARITY | $25,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPL | ||||||||
| ATTN LEGAL DEPT--ESTATE COORDINATO | MEMPHIS | TN | 381051942 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $362,492 | |
| MEMPHIS MUSEUMS INC | ||||||||
| 3050 CENTRAL AVE | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $50,000 | |
| DIXON GALLERY & GARDENS | ||||||||
| 4339 PARKS AVENUE | MEMPHIS | TN | 381174698 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $50,000 | |
| LIFE CHOICES OF MEMPHIS INC | ||||||||
| 5575 RALEIGH-LAGRANGE | MEMPHIS | TN | 38134 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $47,500 | |
| MID-SOUTH FOOD BANK | ||||||||
| 239 S DUDLEY | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| ST AGNES ACADEMY | ||||||||
| 4830 WALNUT GROVE RD | MEMPHIS | TN | 38117 | NONE | 501(C)(3) | CHARITY | $50,000 | |
| BINGHAMPTON CHRISTIAN ACADEMY | ||||||||
| 175 TILLMAN ST | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $40,000 | |
| NEW HOPE CHRISTIAN ACADEMY INC | ||||||||
| 3000 UNIVERSITY ST | MEMPHIS | TN | 38127 | NONE | PUBLIC CHARITY | BENEFIT CHARITY | $15,000 | |
| COMMUNITY ALLIANCE FOR HOMELESS INC | ||||||||
| 44 N 2ND ST STE 302 | MEMPHIS | TN | 38103 | NONE | PUBLIC CHARITY | BENEFIT HOMELESS | $15,000 | |
| SERVICE OVER SELF | ||||||||
| 2505 POPLAR AVE | MEMPHIS | TN | 38112 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | |
| LE BONHEUR CHILDRENS MEDICAL CTR | ||||||||
| ATTN ROBERTA MATTHEWS | MEMPHIS | TN | 38174 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $362,492 | |
| NEW DAY SCHOOLS INC | ||||||||
| 61 N MCLEAN BLVD | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | SCHOOL | $50,000 | |
| MEMPHIS URBAN YOUNG LIFE | ||||||||
| 658 COLONIAL RD | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,449,984 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $561,272 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,904,008 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Exclusion | $186 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,465,466 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,465,466 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | 0 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm |
|---|
| CORPORATE & FOREIGN BONDS |
| OTHER |
| TOTAL FIXED INCOME |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm |
|---|
| COMMON EQUITY SECURITIES |
| DOMESTIC EQUITY MUTUAL FUNDS |
| INTL EQUITY MUTUAL FUNDS |
| TAXABLE FIXED INCOME FUNDS |
| CLOSE END EQUITY FUND |
| TOTAL EQUITY |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING | Desc |
| Amt | $29,815 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $186 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $222 | $222 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $26,338 | $26,338 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $5,197 | $5,197 | $0 |
Comments