2020-11-09T15:44:30-08:00 2019-12-31 621296805 Hall Davidson & Assoc CPAs PO Box 1234 Murfreesboro TN 371331234 990PF 2019-01-01 621280998 CHRISTY-HOUSTON FOUNDATION INC CHRI 6158981140 1296 DOW STREET MURFREESBORO TN 37130 ANNE C DAVIS President 2020-11-09 true DAVID B HALL CPA P01208490 6158939334 2019 2021-04-22 16:20:28Z X 89557838 X 100 X 1196614 1196614 897210 897210 9951362 9951362 -8896 -8896 12036390 12036290 392514 13000 379514 55060 5506 49554 36573 3657 32916 1700 1700 23475 11737 11738 118585 118585 11136 11136 20946 2095 18851 25242 3786 21456 65526 8241 57285 750757 177743 573014 4040577 4040577 4791334 177743 4613591 7245056 11858547 376572 115168 115168 662702 2504238 2504238 1044 1112 1044 1044 162366 43781 162366 80043351 85756424 86274522 523958 302034 221170 221924 500000 500 500 500 81467773 88643079 89557838 76125 6375 76125 6375 X 81391648 81391648 88636704 81467773 88643079 81391648 7245056 88636704 88636704 9951362 false 4712820 91665105 0.05141 4151123 90852806 0.04569 4494377 83798005 0.05363 4487486 91452357 0.04907 4455100 94402877 0.04719 0.246998 0.049400 88266261 4360353 118585 4478938 4613591 X 118585 118585 118585 162366 162366 X 43781 43781 false false false false false false false true true TN true false false false false true N/A ANNE C DAVIS PRESIDENT 6158981140 1296 DOW ST MURFREESBORO TN 37130 false false false false true false false false false false false false false false false false false false false false false false ANNE C DAVIS 1296 DOW STREET MURFREESBORO TN 37130 President 36.00 130000 9333 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 4050 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 3550 MICHAEL JORDAN MD 1702 SHAGBARK TRAIL MURFREESBORO TN 37130 Director 1.00 3150 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 3650 NEWTON F MOLLOY 2226 NORTHWOODS DRIVE MURFREESBORO TN 37130 Director 1.00 10396 GEORGE W WHITE 506 EAST MAIN STREET MURFREESBORO TN 37130 Director 1.00 10288 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 3450 H DAVIS YOUNG III 2256 OAKLEIGH DRIVE MURFREESBORO TN 37129 DIRECTOR 1.00 3450 ROBERT M USSERY 2508 BELFAST COURT MURFREESBOR TN 37129 Secy-Treasurer 1.00 2050 NOBODY NONE MURFREESBORO TN 37130 NONE 1.00 1 DEBORAH L TILLER 312 ROSEMARY ST SMYRNA TN 37167 ADMIN MANAGER 36.00 55000 4497 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 2 TAYLORWEBSTER ATTORNEYS 100 WINNERS CIRCLE N BRENTWOOD TN 37027 ATTORNEYS 1700 NO NUMBER 3 1296 DOW ST MURFREESBORO TN 37130 NONE 1 HALL DAVIDSON & ASSOCIATES CPAS PC BOX 1234 MURFREESBORO TN 371331234 ACCOUNTANTS 21375 NONE 1296 DOW ST MURFREESBORO TN 37130 NONE 1 NO NUMBER 2 1296 DOW ST MURFREESBORO TN 37130 NONE 1 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. 0 89121643 70373 418401 89610417 0 89610417 1344156 88266261 4413313 4413313 118585 118585 4294728 4294728 4294728 4613591 4613591 118585 4495006 4294728 4056439 4613591 4056439 0 557152 3737576 CHRISTY-HOUSTON FOUNDATION 1296 DOW ST MURFREESBORO TN 37130 6158981140 christyhouston@bellsouth.net SEE ATTACHED FORMS NONE GRANTS MUST BENEFIT CITIZENS OF RUTHERFORD OR NEIGHBORING COUNTIES ALIVE HOSPICE 1639 MEDICAL CENTER PARKWAY MURFREESBORO TN 37129 N/A 501C3 NEW FACILITY IN MURFREESBORO 883144 CHARITY CIRCLE BOX 11125 MURFREESBORO TN 37130 N/A 501C3 MATCHING GRANT FOR LOCAL CHARITIES 226384 MURFREESBORO FIRE RESCUE 111 W VINE ST MURFREESBORO TN 37130 N/A GOVT ACTIVE SHOOTER EQUIPMENT 98250 ST THOMAS RUTHERFORD HOSPITAL 1700 MEDICAL CENTER PKWY MURFREESBORO TN 37129 N/A 501C3 EXPANSION OF HOSPITAL 475213 DOMESTIC VIOLENCE PROGRAM 2106 E MAIN ST MURFREESBORO TN 37130 N/A 501C3 BLDG RENOVATIONS 150000 RUTHERFORD COUNTY FIRE DEPT 1 PUBLIC SQUARE MURFREESBORO TN 37130 N/A GOVT ACTIVE SHOOTER EQUIPMENTT 16225 INTERFAITH DENTAL CLINIC 210 ROBERT ROSE DR MURFREESBORO TN 37129 N/A 501C-3 DENTAL TOOLS FOR ST. LOUISE CLINIC 5000 GOOD SHEPHERD CHILDRENS HOME 230 WOODCRAFT DRIVE MURFREESBORO TN 37127 NONE 501C3 BUS 30000 MIDDLE TENNESSEE STATE UNIVERSITY 1301 EAST MAIN ST MURFREESBORO TN 37132 NONE GOVT EARLY LEARNING CENTER 10000 GOOD SHEPHERD CHILDRENS HOME 203 WOODCRAFT DRIVE MURFREESBORO TN 37127 NONE 501C3 PROGRAM SERVICES 20000 COMMUNITY HELPERS 1020 NORTH HIGHLAND MURFREESBORO TN 37130 NONE 501C3 ASSIST NEEDY WITH PRESCRIPTIONS 247000 MONROE CARELL JR CHIILDRENS HOSPITA 2525 WEST END AVE - SUITE 450 NASHVILLE TN 37203 NONE 501C3 BUILDING CAMPAIGN FOR MURFREESBORO CLINIC 500000 A SOLDIER'S CHILD BOX 333015 MURFREESBORO TN 37133 NONE 501C3 GIFTS FOR CHILDREN OF DECEASED MILITARY 20940 LAVERGNE FIRE DEPT 5093 MURFREESBORO ROAD LAVERGNE TN 37086 NONE GOVT ACTIVE SHOOTER EQUIPMENT 5750 BUDDY-UP TENNIS 2021 PRESTWICK DR MURFREESBORO TN 37130 NONE 501C3 TENNIS SCHOLARSHIPS FOR DOWNS SYNDROME ATHLETES 2996 JOURNEYS IN COMMUNITY LIVING 1130 HALEY ROAD MURFREESBORO TN 37129 NONE 501C3 VANS FOR SPECIAL NEEDCS CLIENTS 150000 SMYRNA FIRE DEPARTMENT 315 SOUTH LOWRY ST SMYRNA TN 37167 NONE GOVT ACTIVE SHOOTER EQUIPMENT 58675 SPECIAL KIDS 2208 EAST MAIN ST MURFREESBORO TN 37130 NONE 501C3 PROGRAM SERVICES 10000 JOURNEY H OME 308 WEST CASTLE ST MURFREESBORO TN 37130 NONE 501C3 FOOD FOR NEEDY 10000 GOVERNOR'S BOOKS FROM BIRTH 312 ROSA PARKS AVE NASHVILLE TN 37243 NONE 501C3 BOOKS FOR CHILDDREN 10000 SAINT THOMAS RUTHERFORD HOSPITAL FO 1700 MEDICAL CENTER PARKWAY MURFREESBORO TN 37129 NONE 501C3 BLDG RENOVATION FOR NEW CT SCANNER 985000 AMERICAN CANCER SOCIETY 2000 CHARLOTTE AVE NASHVILLE TN 37203 NONE 501C3 RENOVATIONS TO HOPE LODGE 25000 CUMBERLAND HEIGHTS RIVER ROAD NASHVILLE TN 37209 NONE 501C3 DRUG/ALCOHOL PROGRAMIN M'BORO FACILITY 50000 RUTHERFORD COUNTY EMS RUTHERFORD COUNTY COURTHOUSE - 101 MURFREESBORO TN 37130 NONE GOVT ACTIVE SHOOTER EQUIMENT 11000 PROJECT TRANSFORMATION 1008 19TH AVE SOUTH NASHILLE TN 37217 NONE 501C3 YEAR END GIFT 20000 BOYS GIRLS CLUB 820 JONES BLVD MURFREESBORO TN 37129 NONE SO III NFI PROGRAM SERVICES 10000 STEPPING STONES SAFE HAVEN 720 OLD SALEM ROAD MURFREESBORO TN 37129 NONE 501C3 PROGRAM SERVICES 10000 4040577 14 1196614 14 897210 14 8896 14 9951362 ` 523000 BROKER REBATES & MISC SECURITIES LITIGATION REC MISCELLANEOUS INCOME FOREIGN DIVIDEND TAX REFU CORR PRIOR YEAR IRS INTER 12036290 12036290 false false false false false false false false false false HALL DAVIDSON & ASSOC CPA'S 21375 10687 0 10688 AUDIT FEE 2100 1050 0 1050 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 OFFICE BUILDING 1991-09-01 260784 169132 SL 6687 FURNITURE & EQUIPMENT 2000-01-01 141637 107295 SL 4449 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- __________ Furniture and Fixtures 141637 105057 36580 20000 Machinery and Equipment 10000 Buildings 260784 175819 84965 330000 Improvements 21158 21158 20000 Land 100379 100379 120000 ATTORNEY FEES 1700 0 0 1700 UTILITY DEPOSITS 500 500 500 TELEPHONE 5094 5094 INSURANCE 17722 17722 AUTOMOBILE EXPENSE 1672 1672 BANK SERVICE CHARGES 703 703 CATERING FOR BOARD MEETINGS 3914 3914 DUES 14590 14590 OFFICE SUPPLIES & EXPENSE 11708 11708 PUBLICATION & BOOKS\ 1072 1072 OTHER EXPENSE 8241 8241 POSTAGE 810 810 Other Investment Income -8896 -8896 FEDERAL EXCISE TAX ON INVESTMENT INCOME 118585 118585