BETA

JULIA CARELL STADLER FOUNDATION TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JULIA CARELL STADLER FOUNDATION TR (EIN 62-6314877)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-04
IRS object ID
202021569349100612
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-04T12:27:55-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621199757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LBMC PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1869AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP370241869ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN626314877EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JULIA CARELL STADLER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJULIBusinessNameControlTxt
Phone6153851038PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14432 TYNE BOULEVARDAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIA CARELL STADLERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6153851038PhoneNum
Signature2020-06-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL GANSCHOWPreparerPersonNm
PTINP01395484PTIN
Phone6153774600PhoneNum
Preparation2020-05-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address8.42.53.250IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-01IPDt
IP Tm09:51:44IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id923362CE4664FDCA77FD84C9E4A90E577E292CDEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,185,644FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,100InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,100InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$96,436DividendsRevAndExpnssAmt
Dividends Net Invst Incm$96,436DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,683NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$360,991GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,683CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$141,219TotalRevAndExpnssAmt
Total Net Invst Incm$141,219TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,607OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,607OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,191TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,678TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,298TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,285TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$183,875ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$183,875ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$192,173TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,285TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$186,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$50,954ExcessRevenueOverExpensesAmt
Net Investment Income$135,934NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$228,778SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$52,658SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$52,658SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,870,098CorporateStockBOYAmt
Corporate Stock EOY$1,937,084CorporateStockEOYAmt
Corporate Stock EOYFMV$2,314,649CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,313,831CorporateBondsBOYAmt
Corporate Bonds EOY$1,360,118CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,369,871CorporateBondsEOYFMVAmt
Other Investments BOY$417,416OtherInvestmentsBOYAmt
Other Investments EOY$429,309OtherInvestmentsEOYAmt
Other Investments EOYFMV$448,466OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,830,123TotalAssetsBOYAmt
Total Assets EOY$3,779,169TotalAssetsEOYAmt
Total Assets EOYFMV$4,185,644TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,830,123RetainedEarningBOYAmt
Retained Earning EOY$3,779,169RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,830,123TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,779,169TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,830,123TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,779,169TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,830,123TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$50,954ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,779,169SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,779,169TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS #52618-3P$35,556$33,919$1,637$1,637
GOLDMAN SACHS #52618-3P$168,399$175,496-$7,097-$7,097
GOLDMAN SACHS #52618-3P$121,325$110,893$10,432$10,432
CAPITAL GAINS DIVIDENDSP$35,711$35,711$35,711
FieldValueIRS element (for citing)
Capital Gain Net Income$40,683CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$121,072AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,837,775NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.031547DistributionYr1Rt
Adjusted Qlfy Distri Yr2$99,066AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,799,510NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.026073DistributionYr2Rt
Adjusted Qlfy Distri Yr3$66,300AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,514,499NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.018865DistributionYr3Rt
Adjusted Qlfy Distri Yr4$48,724AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,773,421NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.012912DistributionYr4Rt
Adjusted Qlfy Distri Yr5$78,515AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,784,033NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.020749DistributionYr5Rt
Total Distribution0.110146TotalDistributionRt
Average Distribution0.022029AverageDistributionRt
Net Vl Noncharitable Assets$4,014,110NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$88,427AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,359NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$89,786AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$186,375QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,359InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,359SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,359TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,680EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,680TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$321OverpaymentAmt
Applied To ES Tax$321AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLBMC PCIndividualWithBooksNm
Phone6153774600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 FRANKLIN RDAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJULIA CARELL STADLERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14432 TYNE BOULEVARDAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd
FieldValueIRS element (for citing)
TitleCHAIRMANTitleTxt
Average Hrs Per Wk Devoted To Pos4.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,890,947AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$184,292AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,075,239TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,075,239AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,129CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,014,110NetVlNoncharitableAssetsAmt
Minimum Investment Return$200,706MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$200,706MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,359TaxBasedOnInvestmentIncomeAmt
Total Tax$1,359TotalTaxAmt
Distributable Before Adj$199,347DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$199,347DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$199,347DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$186,375ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$186,375QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,359PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$185,016AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$199,347DistributableAsAdjustedAmt
Undistributed Income PY$165,450UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$186,375QualifyingDistributionsAmt
Applied To Year1$165,450AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,925AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$178,422UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJULIA CARELL STADLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANDREW JACKSON FOUNDATION
4580 RACHELS LNHERMITAGETN37076NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$125
CHEEKWOOD
1200 FORREST PARK DRIVENASHVILLETN37205NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$3,500
FRIENDS OF WARNER PARK
50 VAUGHN ROADNASHVILLETN37221NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$1,000
FRIST CENTER FOR VISUAL ARTS
919 BROADWAYNASHVILLETN372033822NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$250
GARDEN CLUB OF NASHVILLE
PO BOX 50608NASHVILLETN372050608NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$1,000
MISS AMERICA OUTSTANDING TEEN
PO BOX 1919ATLANTIC CITYNJ08404NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$10,000
NASHVILLE BALLET
PO BOX 150409NASHVILLETN37215NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$10,000
NASHVILLE ZOO AT GRASSMERE
3777 NOLENSVILLE RDNASHVILLETN37211NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$51,000
NEW DIALECT
4611 ELKINS AVENUENASHVILLETN37209NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$2,500
ST CECILIA CONGREGATION
801 DOMINICAN DRIVENASHVILLETN37228NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$2,500
VANDERBILT UNIVERSITY
461 21ST AVE SNASHVILLETN37232NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$101,000
DAVIS HOUSE CHILD ADVOCACY CENTER
101 FORREST CROSSING BLVDFRANKLINTN37064NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$183,875TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,100ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$96,436ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$40,683ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$141,219ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$141,219TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS ACCT# 52618-3BondNm
EOY Book Value$1,360,118EOYBookValueAmt
EOYFMV$1,369,871EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS ACCT# 52618-3StockNm
EOY Book Value$1,937,084EOYBookValueAmt
EOYFMV$2,314,649EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGOLDMAN SACHS ACCT# 52618-3CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$429,309BookValueAmt
EOYFMV$448,466EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEES - GOLDMAN SACHSCategoryTxt
Amt$3,607Amt
Net Investment Income$3,607NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES - GOLDMAN SACHS$1,678$1,678$0
TAXES$513$0$0

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