CHRISTY-HOUSTON FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTY-HOUSTON FOUNDATION INC (EIN 62-1280998)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202003149349101540
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T15:44:30-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621296805 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hall Davidson & Assoc CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1234 | AddressLine1Txt |
| City | Murfreesboro | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 371331234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621280998 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTY-HOUSTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 6158981140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1296 DOW STREET | AddressLine1Txt |
| City | MURFREESBORO | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE C DAVIS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID B HALL CPA | PreparerPersonNm |
| PTIN | P01208490 | PTIN |
| Phone | 6158939334 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $89,557,838 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,196,614 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,196,614 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $897,210 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $897,210 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,951,362 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $9,951,362 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$8,896 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,896 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,036,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,036,290 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $392,514 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $379,514 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $55,060 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,506 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $49,554 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $36,573 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,657 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,916 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,700 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,737 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,738 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $118,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $118,585 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $11,136 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $11,136 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $20,946 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,095 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,851 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,242 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,786 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,456 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,526 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,241 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,285 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $750,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $573,014 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,040,577 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,040,577 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,791,334 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,613,591 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,245,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,858,547 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $376,572 | CashBOYAmt |
| Cash EOY | $115,168 | CashEOYAmt |
| Cash EOYFMV | $115,168 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $662,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,504,238 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,504,238 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,044 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,112 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,044 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,044 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $162,366 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $43,781 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $162,366 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $80,043,351 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $85,756,424 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,274,522 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $523,958 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $302,034 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $221,170 | LandBOYAmt |
| Land EOY | $221,924 | LandEOYAmt |
| Land EOYFMV | $500,000 | LandEOYFMVAmt |
| Other Assets BOY | $500 | OtherAssetsBOYAmt |
| Other Assets EOY | $500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $81,467,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,643,079 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $89,557,838 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $76,125 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,375 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $76,125 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,375 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $81,391,648 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,391,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,636,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,467,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,643,079 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,391,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,245,056 | ExcessRevenueOverExpensesAmt |
| Subtotal | $88,636,704 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $88,636,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,951,362 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,712,820 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $91,665,105 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05141 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,151,123 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $90,852,806 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04569 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,494,377 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $83,798,005 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05363 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,487,486 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $91,452,357 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04907 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,455,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $94,402,877 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04719 | DistributionYr5Rt |
| Total Distribution | 0.246998 | TotalDistributionRt |
| Average Distribution | 0.049400 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $88,266,261 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,360,353 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $118,585 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,478,938 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,613,591 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $118,585 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $118,585 | SubtotalAmt |
| Tax Based On Investment Income | $118,585 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $162,366 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $162,366 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $43,781 | OverpaymentAmt |
| Applied To ES Tax | $43,781 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE C DAVIS PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6158981140 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1296 DOW ST | AddressLine1Txt |
| City | MURFREESBORO | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37130 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| ANNE C DAVIS | |||||||
| 1296 DOW STREET | MURFREESBORO | TN | 37130 | President | 36.00 | $130,000 | $9,333 |
| HENRY KING BUTLER MD | |||||||
| 511 COUNCIL BLUFF PARKWAY | MURFREESBORO | TN | 37127 | DIR. EMERITUS | 0.00 | $0 | |
| HUBERT L MCCULLOUGH JR | |||||||
| 2555 SALEM ROAD | MURFREESBORO | TN | 37129 | DIR. EMERITUS | 0.00 | $0 | |
| ED ELAM | |||||||
| 3302 ELAM ROAD | MURFREESBORO | TN | 37130 | DIR. EMERITUS | 0.00 | $0 | |
| GRANVILLE S R BOULDIN | |||||||
| 1911 WINDSOR COURT | MURFREESBORO | TN | 37130 | DIR. EMERITUS | 0.00 | $0 | |
| MARK FOLLIS | |||||||
| 630 S CHURCH ST | MURFREESBORO | TN | 37130 | Chairman | 1.00 | $4,050 | |
| LARRY N HAYNES | |||||||
| 1603 RIVERVIEW DRIVE | MURFREESBORO | TN | 37129 | DIR. EMERITUS | 0.00 | $0 | |
| PAMELA KIOUS | |||||||
| 1115 GLASCOW DRIVE | MURFREESBORO | TN | 37130 | Director | 1.00 | $3,550 | |
| MICHAEL JORDAN MD | |||||||
| 1702 SHAGBARK TRAIL | MURFREESBORO | TN | 37130 | Director | 1.00 | $3,150 | |
| EDWARD E MILLER JR | |||||||
| 1618 HAYNES DRIVE | MURFREESBORO | TN | 37129 | DIR. EMERITUS | 0.00 | $0 | |
| G SUMNER R BOULDIN JR | |||||||
| 1627 SE BROAD ST | MURFREESBORO | TN | 37130 | Director | 1.00 | $0 | |
| MYERS B PARSONS | |||||||
| 926 EAST MAIN STREET | MURFREESBORO | TN | 37130 | DIR. EMERITUS | 0.00 | $0 | |
| ROBERT B MIFFLIN | |||||||
| 1117 GOLD VALLEY DRIVE | MURFREESBORO | TN | 37130 | Retired Pres. | 0.00 | $0 | |
| JAMES R ARNHART | |||||||
| 2516 SOUTH JEFFERSON | ROANOKE | VA | 24014 | Retired Pres. | 0.00 | $0 | |
| ED C LOUGHRY JR | |||||||
| 2645 CHESTERFIELD CT | MURFREESBORO | TN | 37129 | Director | 0.00 | $0 | |
| DAVID C DAVIS | |||||||
| 1523 VERANDA CIRCLE | MURFREESBORO | TN | 37130 | DIR. EMERITUS | 0.00 | $0 | |
| HUBERT L MCCULLOUGH III | |||||||
| 1408 W NORTHFIELD BLVD | MURFREESBORO | TN | 37129 | DIRECTOR | 1.00 | $3,650 | |
| NEWTON F MOLLOY | |||||||
| 2226 NORTHWOODS DRIVE | MURFREESBORO | TN | 37130 | Director | 1.00 | $10,396 | |
| GEORGE W WHITE | |||||||
| 506 EAST MAIN STREET | MURFREESBORO | TN | 37130 | Director | 1.00 | $10,288 | |
| THOMAS E HORD III | |||||||
| 124 NORTH HIGHLAND AVE | MURFREESBORO | TN | 37130 | DIR. EMERITUS | 0.00 | $0 | |
| WILLIAM S JONES | |||||||
| 2806 WINDSONG PLACE | MURFREESBORO | TN | 37129 | Director | 1.00 | $3,450 | |
| H DAVIS YOUNG III | |||||||
| 2256 OAKLEIGH DRIVE | MURFREESBORO | TN | 37129 | DIRECTOR | 1.00 | $3,450 | |
| ROBERT M USSERY | |||||||
| 2508 BELFAST COURT | MURFREESBOR | TN | 37129 | Secy-Treasurer | 1.00 | $2,050 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| NOBODY | |||||||
| NONE | MURFREESBORO | TN | 37130 | NONE | 1.00 | $1 | |
| DEBORAH L TILLER | |||||||
| 312 ROSEMARY ST | SMYRNA | TN | 37167 | ADMIN MANAGER | 36.00 | $55,000 | $4,497 |
| NOBODY | |||||||
| NONE | MURFREESBORO | TN | 37130 | NONE | 1.00 | $1 | |
| NOBODY | |||||||
| NONE | MURFREESBORO | TN | 37130 | NONE | 1.00 | $1 | |
| NOBODY | |||||||
| NONE | MURFREESBORO | TN | 37130 | NONE | 1.00 | $1 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TAYLORWEBSTER ATTORNEYS | |||||
| 100 WINNERS CIRCLE N | BRENTWOOD | TN | 37027 | ATTORNEYS | $1,700 |
| NO NUMBER 3 | |||||
| 1296 DOW ST | MURFREESBORO | TN | 37130 | NONE | $1 |
| HALL DAVIDSON & ASSOCIATES CPAS PC | |||||
| BOX 1234 | MURFREESBORO | TN | 371331234 | ACCOUNTANTS | $21,375 |
| NONE | |||||
| 1296 DOW ST | MURFREESBORO | TN | 37130 | NONE | $1 |
| NO NUMBER 2 | |||||
| 1296 DOW ST | MURFREESBORO | TN | 37130 | NONE | $1 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE - THE FOUNDATION ONLY MAKES GRANTS TO OTHERQUALIFYING CHARITABLE ORGANIZATIONS OR GOVERNMENTAL UNITSFOR USE IN OR FOR THE BENEFIT OF CITIZENS OF RUTHERFORD COUNTY, TENNESSEE. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $89,121,643 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $418,401 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,610,417 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $89,610,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,344,156 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,266,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,413,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,413,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $118,585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $118,585 | TotalTaxAmt |
| Distributable Before Adj | $4,294,728 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,294,728 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,294,728 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,613,591 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,613,591 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $118,585 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,495,006 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,294,728 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,056,439 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,613,591 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,056,439 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $557,152 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,737,576 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTY-HOUSTON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1296 DOW ST | AddressLine1Txt |
| City | MURFREESBORO | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6158981140 | RecipientPhoneNum |
| Recipient Email Address | christyhouston@bellsouth.net | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ATTACHED FORMS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS MUST BENEFIT CITIZENS OF RUTHERFORD OR NEIGHBORING COUNTIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALIVE HOSPICE | |||||||
| 1639 MEDICAL CENTER PARKWAY | MURFREESBORO | TN | 37129 | N/A | 501C3 | NEW FACILITY IN MURFREESBORO | $883,144 |
| CHARITY CIRCLE | |||||||
| BOX 11125 | MURFREESBORO | TN | 37130 | N/A | 501C3 | MATCHING GRANT FOR LOCAL CHARITIES | $226,384 |
| MURFREESBORO FIRE RESCUE | |||||||
| 111 W VINE ST | MURFREESBORO | TN | 37130 | N/A | GOVT | ACTIVE SHOOTER EQUIPMENT | $98,250 |
| ST THOMAS RUTHERFORD HOSPITAL | |||||||
| 1700 MEDICAL CENTER PKWY | MURFREESBORO | TN | 37129 | N/A | 501C3 | EXPANSION OF HOSPITAL | $475,213 |
| DOMESTIC VIOLENCE PROGRAM | |||||||
| 2106 E MAIN ST | MURFREESBORO | TN | 37130 | N/A | 501C3 | BLDG RENOVATIONS | $150,000 |
| RUTHERFORD COUNTY FIRE DEPT | |||||||
| 1 PUBLIC SQUARE | MURFREESBORO | TN | 37130 | N/A | GOVT | ACTIVE SHOOTER EQUIPMENTT | $16,225 |
| INTERFAITH DENTAL CLINIC | |||||||
| 210 ROBERT ROSE DR | MURFREESBORO | TN | 37129 | N/A | 501C-3 | DENTAL TOOLS FOR ST. LOUISE CLINIC | $5,000 |
| GOOD SHEPHERD CHILDRENS HOME | |||||||
| 230 WOODCRAFT DRIVE | MURFREESBORO | TN | 37127 | NONE | 501C3 | BUS | $30,000 |
| MIDDLE TENNESSEE STATE UNIVERSITY | |||||||
| 1301 EAST MAIN ST | MURFREESBORO | TN | 37132 | NONE | GOVT | EARLY LEARNING CENTER | $10,000 |
| GOOD SHEPHERD CHILDRENS HOME | |||||||
| 203 WOODCRAFT DRIVE | MURFREESBORO | TN | 37127 | NONE | 501C3 | PROGRAM SERVICES | $20,000 |
| COMMUNITY HELPERS | |||||||
| 1020 NORTH HIGHLAND | MURFREESBORO | TN | 37130 | NONE | 501C3 | ASSIST NEEDY WITH PRESCRIPTIONS | $247,000 |
| MONROE CARELL JR CHIILDRENS HOSPITA | |||||||
| 2525 WEST END AVE - SUITE 450 | NASHVILLE | TN | 37203 | NONE | 501C3 | BUILDING CAMPAIGN FOR MURFREESBORO CLINIC | $500,000 |
| A SOLDIER'S CHILD | |||||||
| BOX 333015 | MURFREESBORO | TN | 37133 | NONE | 501C3 | GIFTS FOR CHILDREN OF DECEASED MILITARY | $20,940 |
| LAVERGNE FIRE DEPT | |||||||
| 5093 MURFREESBORO ROAD | LAVERGNE | TN | 37086 | NONE | GOVT | ACTIVE SHOOTER EQUIPMENT | $5,750 |
| BUDDY-UP TENNIS | |||||||
| 2021 PRESTWICK DR | MURFREESBORO | TN | 37130 | NONE | 501C3 | TENNIS SCHOLARSHIPS FOR DOWNS SYNDROME ATHLETES | $2,996 |
| JOURNEYS IN COMMUNITY LIVING | |||||||
| 1130 HALEY ROAD | MURFREESBORO | TN | 37129 | NONE | 501C3 | VANS FOR SPECIAL NEEDCS CLIENTS | $150,000 |
| SMYRNA FIRE DEPARTMENT | |||||||
| 315 SOUTH LOWRY ST | SMYRNA | TN | 37167 | NONE | GOVT | ACTIVE SHOOTER EQUIPMENT | $58,675 |
| SPECIAL KIDS | |||||||
| 2208 EAST MAIN ST | MURFREESBORO | TN | 37130 | NONE | 501C3 | PROGRAM SERVICES | $10,000 |
| JOURNEY H OME | |||||||
| 308 WEST CASTLE ST | MURFREESBORO | TN | 37130 | NONE | 501C3 | FOOD FOR NEEDY | $10,000 |
| GOVERNOR'S BOOKS FROM BIRTH | |||||||
| 312 ROSA PARKS AVE | NASHVILLE | TN | 37243 | NONE | 501C3 | BOOKS FOR CHILDDREN | $10,000 |
| SAINT THOMAS RUTHERFORD HOSPITAL FO | |||||||
| 1700 MEDICAL CENTER PARKWAY | MURFREESBORO | TN | 37129 | NONE | 501C3 | BLDG RENOVATION FOR NEW CT SCANNER | $985,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 2000 CHARLOTTE AVE | NASHVILLE | TN | 37203 | NONE | 501C3 | RENOVATIONS TO HOPE LODGE | $25,000 |
| CUMBERLAND HEIGHTS | |||||||
| RIVER ROAD | NASHVILLE | TN | 37209 | NONE | 501C3 | DRUG/ALCOHOL PROGRAMIN M'BORO FACILITY | $50,000 |
| RUTHERFORD COUNTY EMS | |||||||
| RUTHERFORD COUNTY COURTHOUSE - 101 | MURFREESBORO | TN | 37130 | NONE | GOVT | ACTIVE SHOOTER EQUIMENT | $11,000 |
| PROJECT TRANSFORMATION | |||||||
| 1008 19TH AVE SOUTH | NASHILLE | TN | 37217 | NONE | 501C3 | YEAR END GIFT | $20,000 |
| BOYS GIRLS CLUB | |||||||
| 820 JONES BLVD | MURFREESBORO | TN | 37129 | NONE | SO III NFI | PROGRAM SERVICES | $10,000 |
| STEPPING STONES SAFE HAVEN | |||||||
| 720 OLD SALEM ROAD | MURFREESBORO | TN | 37129 | NONE | 501C3 | PROGRAM SERVICES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,040,577 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,196,614 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $897,210 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,896 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,951,362 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | BusinessBusinessCd |
|---|---|
| ` | 523000 |
| BROKER REBATES & MISC | |
| SECURITIES LITIGATION REC | |
| MISCELLANEOUS INCOME | |
| FOREIGN DIVIDEND TAX REFU | |
| CORR PRIOR YEAR IRS INTER |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,036,290 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,036,290 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HALL DAVIDSON & ASSOC CPA'S | $21,375 | $10,687 | $0 | $10,688 |
| AUDIT FEE | $2,100 | $1,050 | $0 | $1,050 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (5 entries)
| ExplanationExplanationTxt |
|---|
| TAYLORWEBSTER ATTORNEYS |
| LEGAL SERVICES |
| NO NUMBER 2 |
| NONE |
| NO NUMBER 3 |
| NONE |
| HALL DAVIDSON & ASSOCIATES CPAS PC |
| ACCOUNTING WORK, FINANCIAL REPORTS, 990-PF & 990-T RETURNS |
| NONE |
| NONE |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| OFFICE BUILDING | 1991-09-01 | $260,784 | $169,132 | SL | $6,687 |
| FURNITURE & EQUIPMENT | 2000-01-01 | $141,637 | $107,295 | SL | $4,449 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| General Explanation Supplemental Information for Form 990-PF | METHODS OF ACCOUNTING AND REPORTING-----------------------------------THE FOUNDATION'S BOOKS ARE KEPT ON THE FULL ACCRUAL METHOD, WITH MONTHLY ENTRIES BEING MADE TO RECORD UNRECOGNIZED GAINS AND LOSSES BASED ON THE MARKET VALUE OF THE SECURITIES INTO THE INCOME ACCOUNTS. FEDERAL EXCISE TAX ON THE NET INVESTMENT INCOME IS ACCRUED AT YEAR END, BASED ON COMPUTATION ON THE FORM 990-PF. THE FOUNDATION'S ATTACHED FINANCIAL REPORT REFLECTS THIS METHOD OF REPORTING.FOR THE COMPUTATION OF AVERAGE VALUE OF INVESTMENTS IN PART V FOR DETERMINING REQUIREDANNUAL DISTRIBUTIONS, ESTIMATED FAIR MARKET VALUES AS REPORTED BY THE INVESTMENTMANAGERS ARE USED, AS A MAJOR PORTION OF THE INVESTMENTS ARE IN FUNDS NOT PUBLICLY TRADED. THE FORM 990-PF IS PREPARED ON A MODIFIED CASH BASIS FOR TAX PURPOSES, CARRYING THE SECURITIES AT COST BASIS AND NOT RECOGNIZING ESTIMATED CHANGES IN MARKET VALUE. GAINS AND LOSSES ARE REPORTED ONLY UPON SELLING INDIVIDUAL SECURITIES, OR AS REPORTED ON K-1'S FROM PARTNERSHIPS. INCOME FROM INTEREST, DIVIDENDS, CAPITAL GAINS, OTHER SOURCES, AND EXPENSES ARE AS REPORTED FOR TAXBASIS ON THE K-1'S OR ON ACTUAL AMOUNTS RECEIVED ON OTHER INVESTMENTS.THE FOLLOWING ADJUSTMENTS ARE NECESSARY TO RECONCILE THE FOUNDATION'S ATTACHED FINANCIAL STATEMENTS WITH THE AMOUNTS REPORTED ON THE FROM 990-PF: NET INCOME FOR FYE 12-31-2019 PER FINANCIAL REPORT $ 5,261,106 ADD DECREASE IN DEFERRED INCOME TAXES BASED ON 1% TAX ON UNREALIZED GAINS 45,775- LESS ESTIMATED DECREASE IN UNREALIZED GAIN IN MARKET VALUE OF SECURITIES HELD NOT INCLUDED IN INCOME ON FORM 990-PF 2,029,725 ___________ NET INCOME PER FORM 990-PF, PART 1, LINE 27-A $ 7,245,056 NET ASSETS PER 990 RECON 12-31-18 $81,391,648 ___________ NET ASSETS PER 990 RECON 12-31-19 $88,636,704 ___________ NET ASSETS-UNRESTRICTED 12-31-2019 PER FINANCIAL REPORT $89,149,621 ADD BACK DEFERRED TAX LIABILITY ON FINANCIAL REPORT 5,181 SUBTRACT ADJUSTMENT TO MARKET VALUE FOR UNREALIZED LOSS ON SECURITIES HELD AT 12-31-18 518,098- ____________ NET ASSETS-UNRESTRICTED PER FORM 990-PF BAL SHEET $88,636,704 (USING ONLY COST BASIS FOR SECURITIES) _____________ |
| General Explanation Supplemental Information for Form 990-PF | UNRELATED 2019 BUSINESS INCOME PER FORMS 1065 K-1 ATTACHED: MA REAL ASSETS FUND 2-LP 63,688 MIT PRIVATE EQUITY FUND IV LPS 522 64,210 ________ LESS OFFSET BY 2018 LOSS CARRIED FORWARD -10,494 2019 INCOME OFFSET BY PRE-2018 LOSS CARRIED FORWARD -53,716 NET UBI (LOSS) CARRIED OVER FROM 2018 RETURN $677,061- __________ NET PRE-2017 UBI (LOSS) CARRIED FORWARD TO 2020 $624,225- __________ |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $141,637 | $105,057 | $36,580 | $20,000 |
| Machinery and Equipment | $10,000 | |||
| Buildings | $260,784 | $175,819 | $84,965 | $330,000 |
| Improvements | $21,158 | $21,158 | $20,000 | |
| Land | $100,379 | $100,379 | $120,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $1,700 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UTILITY DEPOSITS | Desc |
| BOY Book Value | $500 | BOYBookValueAmt |
| EOY Book Value | $500 | EOYBookValueAmt |
| EOYFMV | $500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| TELEPHONE | $5,094 | $5,094 | |
| INSURANCE | $17,722 | $17,722 | |
| AUTOMOBILE EXPENSE | $1,672 | $1,672 | |
| BANK SERVICE CHARGES | $703 | $703 | |
| CATERING FOR BOARD MEETINGS | $3,914 | $3,914 | |
| DUES | $14,590 | $14,590 | |
| OFFICE SUPPLIES & EXPENSE | $11,708 | $11,708 | |
| PUBLICATION & BOOKS\ | $1,072 | $1,072 | |
| OTHER EXPENSE | $8,241 | $8,241 | |
| POSTAGE | $810 | $810 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$8,896 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$8,896 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $118,585 | Amt |
| Net Investment Income | $118,585 | NetInvestmentIncomeAmt |
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