WEST TENNESSEE HEALTHCARE FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WEST TENNESSEE HEALTHCARE FOUNDATION (EIN 58-1671241)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-25
- IRS object ID
- 202000859349300105
- Schema version
- 2018v3.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-25T07:35:39-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620713250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFTCPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581671241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST TN HEALTHCARE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 7319842141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 SKYLINE DRIVE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK MCMEEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7319842141 | PhoneNum |
| Signature | 2020-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCES E LEAHY | PreparerPersonNm |
| PTIN | P00713593 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2020-03-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.198.206.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-24 | IPDt |
| IP Tm | 16:37:25 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 81C9AF68B6AF83A353B2446691C8E08A150718FC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EE7BB5FE320B8FB13B25121C5E937124580CA208 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FRANK MCMEEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 SKYLINE DRIVE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,880,432 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WTH.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | EDUCATION AND OUTREACH TO SUPPORT THE MINISTRY OF HEALTH AND HEALING THROUGHOUT WEST TENNESSEE | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,290 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,444,617 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,392,790 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,738,940 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,133,107 | CYInvestmentIncomeAmt |
| PY Other Revenue | $709,980 | PYOtherRevenueAmt |
| CY Other Revenue | -$68,883 | CYOtherRevenueAmt |
| PY Total Revenue | $9,893,537 | PYTotalRevenueAmt |
| CY Total Revenue | $10,457,014 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,385,522 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,073,973 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $617,320 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,926,911 | PYOtherExpensesAmt |
| CY Other Expenses | $2,598,958 | CYOtherExpensesAmt |
| PY Total Expenses | $7,312,433 | PYTotalExpensesAmt |
| CY Total Expenses | $7,672,931 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,581,104 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,784,083 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,420,666 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,731,984 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $759,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $196,437 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,661,126 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,535,547 | NetAssetsOrFundBalancesEOYAmt |
| Mission | COMPRISED MAINLY OF RESTRICTED ENDOWMENTS, THE FOUNDATION PROVIDES ENDOWMENT MANAGEMENT SERVICES TO OTHER NONPROFITS AS WELL AS MANAGES ENDOWMENTS THAT PROVIDE FOR MANY OF THE HEALTHCARE NEEDS OF WEST TENNESSEE HEALTHCARE AND OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,665,496 | ExpenseAmt |
| Grant | $5,073,973 | GrantAmt |
| Desc | ANNUAL DISTRIBUTIONS OF INCOME PROVIDE A STEADY, BUDGET-ABLE INCOME STREAM FOR THE NONPROFIT CAUSES WHILE THE GROWTH OF THE ENDOWMENT PROVIDES FOR GROWING NEEDS OF THE NONPROFIT OR CAUSE. | Desc |
| Total Program Service Expenses | $6,665,496 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHANIE FOWLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7319842140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 SKYLINE DRIVE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| FRANK MCMEEN | ||||||
| PRESIDENT | 40.00 | Yes (X) | $0 | $133,540 | $15,020 | |
| STEPHANIE FOWLER | ||||||
| CFO | 40.00 | Yes (X) | $0 | $74,330 | $23,504 | |
| MARY JANE MCWHERTER | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BILL WHITE - START JULY 2018 | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAY SATTERFIELD | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GREG ALEXANDER | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JANE ALDERSON | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| THERESIA BLEDSOE | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| ROBERT CALDWELL | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JEB CAMPBELL | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| TIM CROSSETT - START JULY 2018 | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| VAL EXUM | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DONNA FRANKLAND | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| LOGAN HAMPTON | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| YOUNG KIM | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| CARL KIRKLAND - START JULY 2018 | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| PAT MANN | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| KELLI MCALISTER | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JAKE MCINNIS | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| NANCY NANNEY - START JULY 2018 | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| NATHAN PRIDE | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| BRAD PRIESTER | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| MOLLY RHENEY | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| ROBERT WALDEN | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| RAY WASHINGTON | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| ARTHUR WOODS - START JULY 2018 | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $207,870 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,524 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $248,777 | FundraisingAmt |
| Government Grants | $484,644 | GovernmentGrantsAmt |
| All Other Contributions | $8,659,369 | AllOtherContributionsAmt |
| Noncash Contributions | $2,008,671 | NoncashContributionsAmt |
| Total Contributions | $9,392,790 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $985,623 | TotalRevenueColumnAmt |
| Exclusion | $985,623 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,454,263 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,306,779 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $147,484 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,484 | TotalRevenueColumnAmt |
| Exclusion | $147,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $47,756 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $248,777 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $116,639 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$68,883 | TotalRevenueColumnAmt |
| Exclusion | -$68,883 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,457,014 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,064,224 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,933,091 | TotalAmt |
| Program Services | $4,933,091 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,882 | TotalAmt |
| Program Services | $140,882 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,844 | TotalAmt |
| Program Services | $863 | ProgramServicesAmt |
| Management And General | $13,981 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,530 | TotalAmt |
| Management And General | $25,530 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,500 | TotalAmt |
| Management And General | $221,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,372 | TotalAmt |
| Program Services | $646,746 | ProgramServicesAmt |
| Management And General | $33,524 | ManagementAndGeneralAmt |
| Fundraising | $2,102 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,283 | TotalAmt |
| Program Services | $13,783 | ProgramServicesAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,813 | TotalAmt |
| Program Services | $798 | ProgramServicesAmt |
| Management And General | $888 | ManagementAndGeneralAmt |
| Fundraising | $127 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,602 | TotalAmt |
| Program Services | $45,602 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,067 | TotalAmt |
| Program Services | $11,909 | ProgramServicesAmt |
| Management And General | $13,263 | ManagementAndGeneralAmt |
| Fundraising | $1,895 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,757 | TotalAmt |
| Program Services | $3,642 | ProgramServicesAmt |
| Management And General | $3,115 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CHARITABLE FUND EVENT E | $550,931 | $550,931 | ||
| SUPPLIES | $426,071 | $53,529 | $362,823 | $9,719 |
| PROGRAM EXPENSES | $373,081 | $373,081 | ||
| EDUCATION | $96,018 | $573 | $90,415 | $5,030 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,089 | TotalAmt |
| Program Services | $41,861 | ProgramServicesAmt |
| Management And General | $63,065 | ManagementAndGeneralAmt |
| Fundraising | $8,163 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,672,931 | TotalAmt |
| Program Services | $6,665,496 | ProgramServicesAmt |
| Management And General | $390,115 | ManagementAndGeneralAmt |
| Fundraising | $617,320 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,431,223 | BOYAmt |
| EOY | $2,132,279 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,850 | BOYAmt |
| EOY | $1,146,046 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,685 | BOYAmt |
| EOY | $21,705 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,227,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $359,245 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,822 | BOYAmt |
| EOY | $867,755 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,944,449 | BOYAmt |
| EOY | $15,549,263 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,343,537 | BOYAmt |
| EOY | $22,014,836 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,420,666 | BOYAmt |
| EOY | $41,731,984 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,076 | BOYAmt |
| EOY | $119,331 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $37,731 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,464 | BOYAmt |
| EOY | $39,375 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,540 | BOYAmt |
| EOY | $196,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,145,434 | BOYAmt |
| EOY | $10,282,978 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,515,692 | BOYAmt |
| EOY | $31,252,569 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,661,126 | BOYAmt |
| EOY | $41,535,547 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,420,666 | BOYAmt |
| EOY | $41,731,984 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,784,083 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $65,489 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $24,849 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,488,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,644,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,516,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,444,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,392,790 | CurrentTaxYearAmt |
| Total | $38,487,220 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,488,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,644,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,516,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,444,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,392,790 | CurrentTaxYearAmt |
| Total | $38,487,220 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,273,375 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,213,845 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $541,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $546,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $780,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $920,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $985,623 | CurrentTaxYearAmt |
| Total | $3,774,839 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,180 | CurrentTaxYearMinus2YearsAmt |
| Total | $84,993 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,408 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $738,417 | CurrentTaxYearMinus1YearAmt |
| Total | $743,013 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,090,065 | TotalSupportAmt |
| Public Support CY170 | 0.65480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 32 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $3,916,452 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,438,045 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,549,075 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,477,314 | BeginningYearBalanceAmt |
| Contributions | $185,056 | ContributionsAmt |
| Investment Earnings Or Losses | $822,309 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,564,703 | OtherExpendituresAmt |
| End Year Balance | $26,919,976 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,317,718 | BeginningYearBalanceAmt |
| Contributions | $425,385 | ContributionsAmt |
| Investment Earnings Or Losses | $3,654,313 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,920,101 | OtherExpendituresAmt |
| End Year Balance | $27,477,314 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,767,119 | BeginningYearBalanceAmt |
| Contributions | $6,849,955 | ContributionsAmt |
| Investment Earnings Or Losses | $1,578,804 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,878,160 | OtherExpendituresAmt |
| End Year Balance | $29,317,718 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,602,273 | BeginningYearBalanceAmt |
| Contributions | $8,974,908 | ContributionsAmt |
| Other Expenditures | $4,810,062 | OtherExpendituresAmt |
| End Year Balance | $26,767,119 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,723,890 | BeginningYearBalanceAmt |
| Contributions | $4,351,711 | ContributionsAmt |
| Other Expenditures | $3,473,329 | OtherExpendituresAmt |
| End Year Balance | $22,602,272 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09140 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.90860 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $348,000 | OtherCostOrOtherBasisAmt |
| Book Value | $348,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $812,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $302,245 | DepreciationAmt |
| Book Value | $509,755 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,000 | DepreciationAmt |
| Book Value | $10,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $867,755 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GOVERNMENT SECURITIES | $2,071,647 | F |
| FIXED INCOME COMPOSITE FUND | $3,171,401 | F |
| EQUITY COMPOSITE FUND | $3,745,392 | F |
| REAL RETURN COMPOSITE FUND | $2,595,913 | F |
| LIQUID ALTERNATIVE FUND | $3,116,478 | F |
| PARTNERSHIP INTERESTS | $2,694,767 | F |
| PRIVATE EQUITY | $1,783,391 | F |
| HEDGE FUNDS | $2,835,847 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $22,014,836 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY GIFT LIABILITIES | Desc |
| Amt | $39,375 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,375 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,757,884 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $65,489 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $432,032 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,042 | OtherRevenueAmt |
| Revenue Not Reported | $498,563 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,259,321 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $221,500 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$23,807 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $197,693 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,457,014 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,883,463 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $432,032 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $432,032 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,451,431 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $221,500 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $221,500 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,672,931 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. A PORTION OF THESE FUNDS ARE APPROPRIATED FOR EXPENDITURE EACH YEAR IN ACCORDANCE WITH THE FOUNDATION'S SPENDING POLICY. |
| PART X, LINE 2: | MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE LAND TRUST'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN ANNUITY VALUE 1,042. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXPENSES -23,807. |
| SCHEDULE D PART V LINE 2 | INVESTMENT EARNINGS FOR THE YEAR ENDING JUNE 30, 2018 INCLUDE $2,478,846 OF EARNINGS FROM PRIOR YEAR THAT WERE CLASSIFIED AS UNRESTRICTED FUNDS RATHER THAN AS ENDOWMENTS. THE JUNE 30, 2019 AUDITED FINANCIAL STATEMENTS INCLUDE A PRIOR PERIOD ADJUSTMENT TO CORRECTLY STATE THE BEGINNING BALANCE OF ENDOWMENT FUNDS AS OF JULY 1, 2018. ACTUAL INVESTMENT EARNINGS FOR THE YEAR ENDING JUNE 30, 2018 WERE $1,175,467. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $231,483 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $194,303 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,180 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,945 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $33,743 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $25,232 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $25,020 | OtherDirectExpensesEvent1Amt |
| Event2 | SIMPLY SOUTHERN | Event2Nm |
| Gross Receipts Event2 | $34,143 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $29,618 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $4,525 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,700 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,081 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $800 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $2,907 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $30,607 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $24,856 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $5,751 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $3,013 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $225 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $56 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $12,918 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $296,233 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $248,777 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $47,456 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,013 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,870 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $39,880 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $26,032 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $40,845 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $116,640 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$69,184 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (61 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALL NATIONS CHURCH OF GOD | ||||||||
| 1340 N PARKWAY | JACKSON | TN | 38305 | 621618734 | 501(C)3 | $29,000 | GENERAL SUPPORT | |
| ANDREW JACKSON FOUNDATION | ||||||||
| 4580 RACHELS LANE | NASHVILLE | TN | 37076 | 620478087 | 501(C)3 | $25,000 | FOR 2019 ANNUAL FUND | |
| AREA RELIEF MINISTRIES | ||||||||
| 108 S CHURCH STREET | JACKSON | TN | 38301 | 621142320 | 501(C)3 | $5,600 | GENERAL SUPPORT | |
| ASPELL RECOVERY CENTER | ||||||||
| PO BOX 2412 | JACKSON | TN | 38301 | 581370560 | 501(C)3 | $15,452 | GENERAL SUPPORT | |
| ASSOCIATION FOR THE PRESERVATION OF TENNESSEE ANTIQUITIES | ||||||||
| 110 LEAKE AVE | NASHVILLE | TN | 37205 | 620604627 | 501(C)3 | $541,304 | GENERAL SUPPORT | |
| BENTON COUNTY SCHOOL SYSTEM | ||||||||
| 197 BRIARWOOD AVENUE | CAMDEN | TN | 38320 | $28,000 | FOR SCIENCE LABS AND COMPUTER LABS | |||
| BOY SCOUNTS OF AMERICA | ||||||||
| 1995 HOLLYWOOD DR | JACKSON | TN | 38305 | 620479368 | 501(C)3 | $6,000 | GENERAL SUPPORT | |
| BOYS & GIRLS CLUB OF JACKSON | ||||||||
| 832 LEXINGTON AVE | JACKSON | TN | 38301 | 620784907 | 501(C)3 | $10,381 | GENERAL SUPPORT | |
| CALVARY BAPTIST CHURCH | ||||||||
| 119 OIL WELL ROAD | JACKSON | TN | 38305 | 501(C)3 | $6,500 | GENERAL SUPPORT | ||
| CARL PERKINS CENTER FOR THE PREVENTION OF CHILD ABUSE | ||||||||
| PO BOX 447 | JACKSON | TN | 38302 | 621123112 | 501(C)3 | $40,500 | $17,500 FOR THE RESIDENTS OF BENTON COUNTY, $23,000 GENERAL SUPPORT | |
| CITY OF JACKSON | ||||||||
| 101 EAST MAIN ST SUITE 102 | JACKSON | TN | 38301 | $50,000 | FOR THE ANIMAL CARE CENTER | |||
| CITY OF MILAN PARKS AND RECREATION | ||||||||
| 701 ELLINGTON DR | MILAN | TN | 38358 | $6,295 | FOR LIGHTING WARNING SYSTEM REPLACEMENT FOR MILAN CITY PARK | |||
| COMPASSION INTERNATIONAL | ||||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 809970004 | 362423707 | 501(C)3 | $33,288 | GENERAL SUPPORT | |
| DISPENSARY OF HOPE | ||||||||
| 2700 BRICK CHURCH PIKE | NASHVILLE | TN | 37207 | 501(C)3 | $20,000 | GENERAL SUPPORT | ||
| DYERSBURG STATE COMMUNITY COLLEGE | ||||||||
| 1510 LAKE RD | DYERSBURG | TN | 38024 | $11,500 | FOR STUDENT SCHOLARSHIPS | |||
| FREED HARDEMAN UNIVERSITY DICKSON | ||||||||
| 855 HWY TN-46 | DICKSON | TN | 37055 | 620518288 | 501(C)3 | $5,500 | GENERAL SUPPORT | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 200 S CHURCH ST | JACKSON | TN | 38301 | 501(C)3 | $25,500 | $500 FOR MUSIC MINISTRY, $25,000 GENERAL SUPPORT | ||
| FREED HARDEMAN UNIVERSITY | ||||||||
| 158 EAST MAIN ST | HENDERSON | TN | 38340 | 620518288 | 501(C)3 | $8,500 | $500 FOR STUDENT SCHOLARSHIPS, $8,000 GENERAL SUPPORT | |
| GIRL SCOUTS HEART OF THE SOUTH | ||||||||
| PO BOX 240246 | MEMPHIS | TN | 38124 | 620502197 | 501(C)3 | $13,875 | $875 FOR CAMP SCHOLARSHIPS, $13,000 FOR SCHOLARSHIPS | |
| GIRL SCOUTS OF MIDDLE TENNESSEE | ||||||||
| 4522 GRANNY WHITE PIKE | NASHVILLE | TN | 37204 | 620589380 | 501(C)3 | $100,000 | $50,000 FOR CAMP SYCAMORE HILLS AQUATIC FACILITY, $50,000 GENERAL SUPPORT | |
| GOVERNORS BOOKS FROM BIRTH | ||||||||
| 312 ROSA L PARKS BLVD 27TH FLOOR | NASHVILLE | TN | 37243 | 201115704 | 501(C)3 | $5,711 | FOR WEST TENNESSEE HEALTHCARE DELIVERED BABIES | |
| GRACE POINT CHURCH | ||||||||
| 1858 CAMPBELL STREET | JACKSON | TN | 38305 | 501(C)3 | $57,180 | GENERAL SUPPORT | ||
| HANDS UP INC | ||||||||
| 185 GREENFIELD DRIVE | JACKSON | TN | 38305 | 454387989 | 501(C)3 | $41,000 | GENERAL SUPPORT | |
| HOSPITAL HOSPITALITY HOUSE OF NASHVILLE | ||||||||
| 214 REIDHURST AVENUE | NASHVILLE | TN | 37203 | 620909363 | 501(C)3 | $1,303,600 | $303,600 FOR OPERATING FUNDS FOR NEW BUILDING, $1,000,000 GENERAL SUPPORT | |
| IT IS WRITTEN | ||||||||
| PO BOX 6 | CHATTANOOGA | TN | 37401 | 953667768 | 501(C)3 | $12,000 | FOR EYES FOR INDIA | |
| JACKSON CHAMBER | ||||||||
| P O BOX 1904 | JACKSON | TN | 38302 | 020549530 | 501(C)3 | $17,700 | $6,000 FOR SCHOLARSHIP FUND, $10,000 FOR FORWARD JACKSON 2.0, $1,700 FOR LEADERSHIP JACKSON | |
| JACKSON CHRISTIAN SCHOOL | ||||||||
| 832 COUNTRY CLUB LN | JACKSON | TN | 38305 | 620985812 | 501(C)3 | $11,000 | $10,000 FOR SCHOLARSHIPS, $1,000 GENERAL SUPPORT | |
| JACKSON-MADISON COUNTY GENERAL HOSPITAL | ||||||||
| 620 SKYLINE DRIVE | JACKSON | TN | 38301 | 626010402 | 501(C)3 | $561,894 | $296,628.28 FOR AYERS CHILDREN'S MEDICAL CENTER, $7,804.31 FOR THE THERAPY & LEARNING CENTER, $8,977.51 FOR THE CARE OF INDIGENT PATIENTS, $197,883.92 FOR THE KIRKLAND CANCER CENTER. $50,600 GENERAL SUPPORT | |
| JACKSON MADISON COUNTY SPORTS HALL OF FAME | ||||||||
| 3989 CHRISTMASVILLE RD | MEDINA | TN | 38355 | 621534416 | 501(C)3 | $7,360 | FOR STUDENT SCHOLARSHIPS | |
| JACKSON STATE COMMUNITY COLLEGE | ||||||||
| 2046 NORTH PARKWAY | JACKSON | TN | 38301 | 621041983 | 501(C)3 | $10,600 | FOR STUDENT SCHOLARSHIPS | |
| JDRF | ||||||||
| 506 HALLE PARK DRIVE | COLLIERVILLE | TN | 38017 | 231907729 | 501(C)3 | $25,000 | GENERAL SUPPORT | |
| LIBERTY CHURCH | ||||||||
| 200 FM 2025 | CLEVELAND | TX | 77328 | 501(C)3 | $7,908 | GENERAL SUPPORT | ||
| MAKE-A- WISH MID-SOUTH | ||||||||
| 1780 MORIAH WOODS BLVD STE 10 | MEMPHIS | TN | 38117 | 621253153 | 501(C)3 | $50,688 | $35,000 FOR THE RESIDENTS OF BENTON COUNTY, $15,687.99 FOR THE RESIDENTS OF WEST TENNESSEE | |
| MILAN MUSTARD SEED | ||||||||
| 16 HUGHES LOOP | MILAN | TN | 38358 | 621224019 | 501(C)3 | $15,000 | GENERAL SUPPORT | |
| MCMURRY UNIVERSITY | ||||||||
| 1 MCMURRY UNIVERSITY 938 | ABILENE | TX | 79697 | 750855633 | 501(C)3 | $50,000 | GENERAL SUPPORT | |
| MISS TENNESSEE VOLUNTEER PAGEANT | ||||||||
| PO BOX 998 | JACKSON | TN | 38302 | $313,737 | GENERAL SUPPORT | |||
| NORTHSIDE UNITED METHODIST CHURCH | ||||||||
| 2571 N HIGHLAND AVE | JACKSON | TN | 38305 | 501(C)3 | $35,000 | GENERAL SUPPORT | ||
| PARSONSDECATUR CO HIGHER EDUCATION FOUNDATION | ||||||||
| PO BOX 217 | PARSONS | TN | 38363 | 270456021 | 501(C)3 | $28,800 | FOR STUDENT SCHOLARSHIPS | |
| RIFA | ||||||||
| 133 AIRWAYS BLVD | JACKSON | TN | 38301 | 591709875 | 501(C)3 | $9,189 | $1,689 FOR THE PACK THE BUS PROGRAM, $7,500 GENERAL SUPPORT | |
| SCARLET ROPE | ||||||||
| PO BOX 7937 | JACKSON | TN | 38302 | 823942096 | 501(C)3 | $15,212 | GENERAL SUPPORT | |
| SKYLINE CHURCH OF CHRIST | ||||||||
| 1024 SKYLINE DR | JACKSON | TN | 38301 | 501(C)3 | $32,368 | $1,000 FOR MISSIONS, $3,431.32 FOR FOOD AND MEDICATION FOR SIERRA LEONE, $500 FOR WELL PROJECT, $27,436.23 GENERAL SUPPORT | ||
| ST MARY'S CATHOLIC CHURCH | ||||||||
| 1665 HWY 45 BYPASS | JACKSON | TN | 38305 | 501(C)3 | $27,140 | $25,000 FOR NEW CEMETERY GATE, $640 FOR SEA CONTAINERS FOR HAITI, $1,500 GENERAL SUPPORT | ||
| STAR CENTER | ||||||||
| 1119 OLD HUMBOLDT ROAD | JACKSON | TN | 38305 | 621354152 | 501(C)3 | $8,303 | $5,000 FOR CHRISTMAS DISPLAY, $3,303.08 GENERAL SUPPORT | |
| TENNESSEE GOLF FOUNDATION | ||||||||
| 400 FRANKLIN RD | FRANKLIN | TN | 37069 | 581893478 | 501(C)3 | $10,379 | FOR JACKSON JR. CENTER | |
| TENNESSEE HOMELESS SOLUTIONS | ||||||||
| 100 FEDERAL DRIVE | JACKSON | TN | 38305 | 760826850 | 501(C)3 | $37,500 | FOR BENTON CO. COMMUNITY RESOURCE CENTER | |
| TENNESSEE STATE COLLABORATIVE ON REFORMING EDUCATION | ||||||||
| 1207 18TH AVE S | NASHVILLE | TN | 37212 | 263670335 | 501(C)3 | $320,000 | $200,000 FOR EDUCATIONAL LEADERSHIP GRANT 8/1/18 - 6/30/19, $20,000 FOR PRIZE EVENT, $100,000 GENERAL SUPPORT | |
| TENNESSEE WILDLIFE RESOURCES FOUNDATION | ||||||||
| 5000 LINBAR DRIVE SUITE 275 | NASHVILLE | TN | 37211 | 621806324 | 501(C)3 | $12,500 | GENERAL SUPPORT | |
| THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE | ||||||||
| 3833 CLEGHORN AVENUE | NASHVILLE | TN | 37215 | 621471789 | 501(C)3 | $100,000 | FOR THE WOMEN'S FUND | |
| THE DREAM CENTER | ||||||||
| 1970 N HIGHLAND AVE SUITE E | JACKSON | TN | 38305 | 202807836 | 501(C)3 | $6,500 | GENERAL SUPPORT | |
| THE JACKSON SYMPHONY ASSOCIATION | ||||||||
| 207 E LAFAYETTE STREET | JACKSON | TN | 38301 | 620759052 | 501(C)3 | $63,874 | $4,543.87 FOR CLASSICAL ARTISTS, $808.21 FOR YOUTH SCHOLARSHIPS, $4,442 FOR INTERGRATIVE MEDICINE PROGRAM, $54,080 GENERAL SUPPORT | |
| THE SALVATION ARMY | ||||||||
| PO BOX 486 | JACKSON | TN | 38302 | 501(C)3 | $10,000 | GENERAL SUPPORT | ||
| THE UNIVERSITY OF MEMPHIS | ||||||||
| 115 WILDER TOWER | MEMPHIS | TN | 38152 | $15,200 | FOR STUDENT SCHOLARSHIPS | |||
| THE UNIVERSITY OF MEMPHIS FOUNDATION | ||||||||
| ANNUAL GIVING DEPARTMENT 238 PO BOX | MEMPHIS | TN | 38101 | 626048540 | 501(C)3 | $106,211 | FOR NURSING SCHOLARSHIPS AT THE LAMBUTH CAMPUS | 1000 |
| THERAPY AND LEARNING CENTER | ||||||||
| 34 GARLAND DRIVE | JACKSON | TN | 38305 | 205800973 | 501(C)3 | $51,334 | FOR EXPENSES RELATED TO THE HIPPOTHERAPY PROGRAM | |
| TN VETERANS CEMETERY PARKERS CROSSROADS SUPPORT COMMITTEE | ||||||||
| PO BOX 31 | WILDERSVILLE | TN | 38388 | 824383304 | 501(C)3 | $25,979 | GENERAL SUPPORT | |
| UNION UNIVERSITY | ||||||||
| 1050 UNION UNIVERSITY DRIVE | JACKSON | TN | 38305 | 620516509 | 501(C)3 | $9,000 | $4,000 FOR STUDENT SCHOLARSHIPS, $5,000 GENERAL SUPPORT | |
| UT MEMPHIS COLLEGE OF MEDICINE | ||||||||
| 62 SOUTH DUNLAP SUITE 400 | MEMPHIS | TN | 38163 | $63,897 | FOR THE DIRECTORS POSITION FOR UT FAMILY PRACTICE CENTER | |||
| WALNUT STREET CHURCH OF CHRIST | ||||||||
| 201 CENTER AVENUE | DICKSON | TN | 37055 | 501(C)3 | $10,000 | GENERAL SUPPORT | ||
| WEST CARROLL HOME RUN CLUB | ||||||||
| PO BOX 422 | ATWOOD | TN | 38220 | 472127932 | 501(C)3 | $6,725 | TO UPGRADE BASEBALL DIAMONDS AT WEST CARROLL JUNIOR AND SENIOR SCHOOLS | |
| WOMEN OF HOPE CENTER | ||||||||
| PO BOX 94 | MEDON | TN | 38356 | 271226306 | 501(C)3 | $7,000 | GENERAL SUPPORT | |
| YOUTH TOWN OF TENNESSEE INC | ||||||||
| 3641 YOUTH TOWN ROAD | PINSON | TN | 38366 | 620674040 | 501(C)3 | $19,384 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 54 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (10 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ASSISTANCE WITH TUITION AT A SPECIAL NEEDS LIVING COMMUNITY - BADDOUR CENTER | 1 | $10,280 |
| ASSISTANCE WITH ORAL CARE BEFORE CANCER TREATMENT AND DENTAL VOUCHERS FROM MISSION OF MERCY EVENT - HELPING HANDS OF MIDDLE & WEST TENNESSEE | 400 | $35,800 |
| ASSISTANCE WITH SITTER COSTS FOR STROKE PATIENT - HOME INSTEAD SENIOR CARE | 1 | $10,778 |
| ASSISTANCE WITH TUITION AND OTHER SCHOOL COSTS - JACKSON CHRISTIAN SCHOOL | 3 | $16,378 |
| ASSISTANCE FOR UTILITY BILLS FOR CANCER PATIENTS AND EMPLOYEES OF WEST TENNESSEE HEALTHCARE - JACKSON ENERGY AUTHORITY | 30 | $9,173 |
| ASSISTANCE WITH HOSPITAL CHARGES - JACKSON-MADISON COUNTY GENERAL HOSPITAL | 15 | $6,087 |
| ASSISTANCE WITH PRESCRIPTION COST FOR INDIGENT PATIENTS - JACKSON-MADISON COUNTY GENERAL HOSPITAL PHARMACY | 300 | $12,535 |
| ASSISTANCE WITH GROCERIES - KROGER STORE | 165 | $19,692 |
| ASSISTANCE WITH GYM MEMBERSHIP DUES FOR NEEDY PATIENTS WITH A MEDICAL NEED - LIFT WELLNESS CENTER | 180 | $8,114 |
| ASSISTANCE WITH ORAL CARE BEFORE CANCER TREATMENT - ORAL SURGERY ASSOCIATES | 4 | $12,045 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART II | FormAndLineReferenceDesc |
| Explanation | ALL GRANT REQUESTS ARE REVIEWED BY A MEMBER OF THE FOUNDATION'S FINANCE TEAM PRIOR TO ISSUING CHECKS TO ENSURE THE USE MATCHES THE MISSION OF THE FUND. ALL GRANT REQUESTS ARE ALSO REVIEWED AND APPROVED BY THE FOUNDATION'S PRESIDENT BEFORE CHECKS ARE ISSUED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,461 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT STORE VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,982,633 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SUBSEQUENT SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DONATED SILENT AUCTION ITEMS | Desc |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,577 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AMOUNT RECEIVED AT A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN B LISTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE AND FINANCE COMMITTEE REVIEW THE FORM 990 AND RECOMMEND IT FOR APPROVAL TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST FORMS ARE FORWARDED TO THE COMPLIANCE OFFICER OF THE HOSPITAL AND REVIEWED FOR ANY CONFLICTS, WHICH MUST THEN BE DISCLOSED TO THE FULL BOARD FOR ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE FOUNDATION IS AN AFFILIATE OF THE JACKSON MADISON COUNTY GENERAL HOSPITAL; ALL COMPENSATION IS DETERMINED BY THE HOSPITAL. THE HOSPITAL ALSO DONATED WAGES AND BENEFITS AS IN-KIND SERVICES, WHICH ARE ELIMINATED FOR PURPOSES OF THIS FORM 990 PER IRS INSTRUCTIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ANNUITY VALUE 1,042. DIRECT SPECIAL EVENT EXPENSES 23,807. |
| FORM 990, PART XII, LINE 2C | ORGANIZATION'S BOARD OF DIRECTORS OVERSEES THE PREPARATION OF THE AUDIT BY EXTERNAL ACCOUNTANTS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION CHARITABLE HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 SKYLINE DR | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | ACCEPT & SELL OR DISPOSE OF REAL ESTATE CONTRIBUTED TO THE FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
| End Of Year Assets | $100 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST TN HEALTHCARE FOUNDATION INC | BusinessNameLine1Txt |
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