DEVINE-MAJORS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DEVINE-MAJORS FOUNDATION (EIN 27-1405032)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-13
- IRS object ID
- 202542259349100509
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T09:04:35-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271405032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEVINE-MAJORS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEVI | BusinessNameControlTxt |
| Phone | 2124054784 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13-15 W 54TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F MAJORS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124054784 | PhoneNum |
| Signature | 2025-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2025-08-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,113,294 | 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 | $4,464,134 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $502,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $502,055 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $351,993 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,662,948 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,081,976 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,318,182 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,584,031 | 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 |
| Other Prof Fees Rev And Expnss | $42,986 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,986 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,466 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,466 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,489 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,489 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,941 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,452 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,489 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,460,801 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,460,801 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,515,742 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,452 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,470,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,802,440 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,538,579 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $945,420 | CashBOYAmt |
| Cash EOY | $439,922 | CashEOYAmt |
| Cash EOYFMV | $439,922 | CashEOYFMVAmt |
| US Government Obligations BOY | $2,986,458 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,981,839 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,938,068 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,763,687 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,728,933 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,713,457 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,199,457 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,206,846 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,021,847 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,895,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,357,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,113,294 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $12,895,022 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,357,540 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,895,022 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,357,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,895,022 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,357,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,895,022 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,802,440 | ExcessRevenueOverExpensesAmt |
| Other Increases | $666,594 | OtherIncreasesAmt |
| Subtotal | $17,364,056 | SubtotalAmt |
| Other Decreases | $3,006,516 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,357,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,558,257 | $3,221,779 | $336,478 | $336,478 |
| PUBLICLY TRADED SECURITIES | D | $1,075,208 | $359,193 | $716,015 | $716,015 |
| CAPITAL GAINS DIVIDENDS | P | $29,483 | $29,483 | $29,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,081,976 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,386 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,386 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,386 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,920 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,814 | OverpaymentAmt |
| Applied To ES Tax | $12,814 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | GENSPRING FAMILY OFFICES | IndividualWithBooksNm |
| Phone | 2124054780 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13-15 W 54TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT I MAJORS | ||||||||
| 101 SOUTH INDIAN ROAD | CHARLOTTESVILLE | VA | 22901 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MAXINE E DEVINE MAJORS | ||||||||
| 3811 BEDFORD AVENUE STE 101 | NASHVILLE | TN | 37215 | SECRETARY & TREASURER | 1.00 | $0 | $0 | $0 |
| WILLIAM F MAJORS | ||||||||
| 3811 BEDFORD AVENUE STE 101 | NASHVILLE | TN | 37215 | PRESIDENT | 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 | $17,261,201 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $733,658 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,994,859 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,994,859 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $269,923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,724,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $886,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $886,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,386 | TotalTaxAmt |
| Distributable Before Adj | $864,861 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $864,861 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $864,861 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,470,290 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,470,290 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $864,861 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $261,429 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,803 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $864,937 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,153,169 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,470,290 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $864,861 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $605,429 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,758,598 | 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 | $1,758,598 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $261,429 | ExcessFromYear4Amt |
| Excess From Year3 | $26,803 | ExcessFromYear3Amt |
| Excess From Year1 | $864,937 | ExcessFromYear1Amt |
| Excess From Current Year | $605,429 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABE'S GARDEN COMMUNITY | |||||||
| 115 WOODMONT BLVD | NASHVILLE | TN | 37205 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $50,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $71,545 |
| CENTER FOR LIVING AND LEARNING INC | |||||||
| PO BOX 50272 | NASHVILLE | TN | 37205 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| CERES INC | |||||||
| 99 CHAUNCY STREET 6TH FLOOR | BOSTON | MA | 02111 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 |
| CUMBERLAND HEIGHTS FOUNDATION INC | |||||||
| 8283 RIVER ROAD PIKE | NASHVILLE | TN | 37209 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $200,000 |
| FIRST HORIZON FOUNDATION | |||||||
| P O BOX 2078 | MEMPHIS | TN | 38101 | N/A | PF | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $50,000 |
| FRIENDS OF THE WARNER PARKS INC | |||||||
| 50 VAUGHN RD | NASHVILLE | TN | 37221 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $15,000 |
| FRIST ART MUSEUM | |||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,950 |
| FUTURE 5 INC | |||||||
| 135 ATLANTIC ST | STAMFORD | CT | 06901 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 |
| GOODWILL FOUNDATION OF MIDDLE TENNESSEE (WILLIAM HOWARD CAMMACK SOCIETY) | |||||||
| 937 HERMAN STREET | NASHVILLE | TN | 37208 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| HEAL MINISTRIES | |||||||
| PO BOX 50361 | NASHVILLE | TN | 37205 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,500 |
| HUMANE SOCIETY OF DICKSON COUNTY | |||||||
| 102 HIGHWAY 70 EAST 1 | DICKSON | TN | 37055 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| JOHNNYS AMBASSADORS INC | |||||||
| 4242 HICKORY OAKS ST | CASTLE ROCK | CO | 80104 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 |
| KIPP ACADEMY NASHVILLE | |||||||
| 3410 KNIGHT DRIVE | WHITES CREEK | TN | 37189 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $100,000 |
| LEGAL AID SOCIETY OF THE DISTRICT OF COLUMBIA | |||||||
| 1331 H STREET NW SUITE 350 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| JEWISH FOUNDATION | |||||||
| 801 PERCY WARNER BLVD 102 | NASHVILLE | TN | 37205 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $250 |
| PERSIST NASHVILLE | |||||||
| 301 PLUS PARK BLVD SUITE 300 | NASHVILLE | TN | 37217 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $100,000 |
| PROJECT ATHENA FOUNDATION | |||||||
| 2033 SAN ELIJO AVE 310 | CARDIFF | CA | 92007 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 |
| SECOND HARVEST COMMUNITY FOOD BANK | |||||||
| 915 DOUGLAS | ST JOSEPH | MO | 64505 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $200,000 |
| SILOAM HEALTH | |||||||
| 820 GALE LN | NASHVILLE | TN | 37204 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $75,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| TEE OFF FORE LIFE INC | |||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,500 |
| TENNESSEE CHARTER SCHOOL INCUBATOR INC | |||||||
| 1033 DEMONBREUM ST STE 300 | NASHVILLE | TN | 37203 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $50,000 |
| TENNESSEE GOLF FOUNDATION | |||||||
| 400 FRANKLIN ROAD | FRANKLIN | TN | 37069 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 |
| THE BLUEBELL FOUNDATION | |||||||
| 11809 LAKE HOUSE CT | N PLAM BEACH | FL | 33408 | N/A | PF | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC | |||||||
| 3421 BELOMONT BLVD | NASHVILLE | TN | 37215 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $25,000 |
| THE DICKSON COUNTY HELP CENTER & THRIFT STORE | |||||||
| 103 WEST COLLEGE ST | DICKSON | TN | 37055 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| THE FAISON CENTER INC | |||||||
| 1701 BYRD AVENUE | RICHMOND | VA | 23230 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,222 |
| THE GENTLE BARN FOUNDATION | |||||||
| 15825 SIERRA HWY | SANTA CLARITA | CA | 91390 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| THE HARPETH HALL SCHOOL | |||||||
| 3801 HOBBS RD | NASHVILLE | TN | 37215 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $344,334 |
| THE LAND TRUST FOR TENNESSEE INC | |||||||
| 4000 FRANKLIN PIKE | NASHVILLE | TN | 37204 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $100,000 |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $6,000 |
| WEST END UNITED METHODIST CHURCH (GIVE HOPE FOREVERMORE) | |||||||
| 2200 WEST END AVENUE | NASHVILLE | TN | 37203 | N/A | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,460,801 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $502,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $351,993 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $854,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $854,048 | 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 | WILLIAM F MAJORS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 CHICKERING ROAD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,464,134 | 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 | DONATED STOCKS | NoncashPropertyDesc |
| Fair Market Value | $4,439,916 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT-TERM INVESTMENT GRADE FUND | $1,044,043 | $1,013,606 |
| VANGUARD TOTAL BOND MARKET INDEX FD CL INSTITUTIONAL | $3,162,803 | $3,008,241 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADYEN NV UNSPONSORED | $15,770 | $10,687 |
| AIA GROUP LTD | $15,845 | $9,741 |
| ALCON INC | $9,715 | $12,564 |
| ALFA LAVAL AB UNSPONSORED | $8,184 | $12,501 |
| ALLIANZ SE UNSPONSORED | $21,897 | $28,585 |
| AMBEV SA SPONSORED | $11,323 | $7,287 |
| ARTISAN INTERNATIONAL VALUE FD CL INSTL | $700,990 | $896,379 |
| ASSA ABLOY UNSPONSORED | $6,961 | $9,171 |
| ATLAS COPCO AB SPONSORED | $10,985 | $12,891 |
| BANCO BILBAO VIZCAYA SPONSORED | $8,387 | $16,223 |
| BHP GROUP LTD SPONSORED | $18,471 | $11,963 |
| CANADIAN NATIONAL RAILWAY CO | $7,528 | $6,903 |
| CHUGAI PHARMACEUTICAL CO UNSPONSORED | $18,619 | $23,134 |
| COLOPLAST A/S SPONSORED | $7,384 | $6,592 |
| CREDICORP LIMITED | $7,187 | $8,983 |
| DAIFUKU CO LTD UNSPONSORED | $6,719 | $6,853 |
| DASSAULT SYS S A SPONSORED | $24,808 | $20,251 |
| DBS GROUP HLDGS LTD SPONSORED | $19,674 | $35,851 |
| DISCO CORP | $10,448 | $9,751 |
| ENN ENERGY HOLDINGS LTD UNSPONSORED | $20,147 | $12,203 |
| EPIROC AKTIEBOLAG UNSPONSORED | $10,791 | $10,294 |
| FOMENTO ECONOMICO MEXICANO SPONSORED | $14,600 | $16,671 |
| GENMAB A/S SPONSORED | $12,088 | $6,052 |
| GRUPO FINANCIERO BANORTE SPONSORED | $7,594 | $6,484 |
| HAIER SMART HOME CO LTD UNSPONSORED | $10,296 | $11,774 |
| HALEON PLC SPONSORED | $20,291 | $21,904 |
| HDFC BANK LTD SPONSORED | $23,821 | $23,309 |
| INFINEON TECHNOLOGIES AG SPONSORED | $25,543 | $22,506 |
| INVESCO DEVELOPING MARKETS FD CL R6 | $123,488 | $151,973 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $220,841 | $222,457 |
| ISHARES CORE S&P 500 ETF | $1,481,198 | $8,285,671 |
| ISHARES CORE S&P MID-CAP ETF | $512,813 | $758,624 |
| ISHARES CORE S&P SMALL-CAP ETF | $625,265 | $735,680 |
| ISHARES MSCI ACWI ETF | $757,140 | $1,584,723 |
| KOMATSU LTD SPONSORED | $10,185 | $10,300 |
| L'AIR LIQUIDE UNSPONSORED | $7,347 | $8,579 |
| LINDE PLC | $7,021 | $11,304 |
| LOREAL CO UNSPONSORED | $20,259 | $18,307 |
| LUKOIL PJSC SPONSORED | $11,143 | $156 |
| MANULIFE FINANCIAL CORP | $13,471 | $23,432 |
| MERCADOLIBRE INC | $11,656 | $11,903 |
| MISC | $4 | $4 |
| NESTLE SA SPONSORED | $20,605 | $15,360 |
| NOVOZYMES A/S UNSPONSORED | $6,253 | $6,163 |
| PING AN INSURANCE SPONSORED | $10,960 | $5,273 |
| RIO TINTO PLC SPONSORED | $14,819 | $11,527 |
| ROCHE HOLDING LTD SPONSORED | $21,290 | $18,556 |
| SAP SE SPONSORED | $12,013 | $22,651 |
| SCHNEIDER ELECTRIC UNSPONSORED | $12,614 | $21,247 |
| SHELL PLC SPONS AMERICAN DEPOSITORY RECEIPT | $15,246 | $20,800 |
| SHIMANO INC UNSPONSORED ADR | $5,792 | $5,031 |
| SHIONOGI & CO LTD UNSPONSORED | $9,283 | $7,294 |
| SONOVA HOLDING AG UNSPONSORED | $6,607 | $8,325 |
| SONY GROUP CORP SPONSORED | $17,356 | $19,679 |
| SYMRISE AG UNSPONSORED | $12,010 | $9,560 |
| SYSMEX CORP UNSPONSORED | $23,432 | $16,269 |
| T. ROWE PRICE QM US SMALL-CAP GROWTH EQUITY FUND | $56,949 | $84,806 |
| TAIWAN SEMICONDUCTOR MANU CO LTD | $14,311 | $29,229 |
| TECHTRONIC INDS LTD SPONSORED | $8,382 | $7,611 |
| TELEKOMUNIKASI INDONESIA SPONSORED | $11,713 | $8,044 |
| TENCENT HLDGS LTD UNSPONSORED | $17,377 | $15,209 |
| UNICHARM CORPORATION SPONSORED | $12,848 | $6,422 |
| VANGUARD GROWTH ETF | $370,849 | $625,511 |
| VANGUARD VALUE ETF | $1,106,213 | $1,500,506 |
| WISDOMTREE US MIDCAP ETF | $55,790 | $140,022 |
| ZTO EXPRESS CAYMAN INC | $8,324 | $7,742 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,981,839 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,938,068 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT FOR DONATED STOCKS | Desc |
| Amt | $3,006,516 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $9,489 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,489 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX TIMING DIFFERENCE | Desc |
| Amt | $666,594 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $40,069 | $40,069 | $0 |
| INVESTMENT ADVISOR FEE | $2,917 | $2,917 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $2,466 | Amt |
| Net Investment Income | $2,466 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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