THE FUGITIVE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE FUGITIVE FOUNDATION (EIN 62-6245453)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-29
IRS object ID
202022739349100917
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)
Return2020-09-29T12:33:51-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621298042PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OSBORNE & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1761 OLD HICKORY BLVD STE 201AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN626245453EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FUGITIVE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFUGIBusinessNameControlTxt
Phone6152695429PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12156 GOLF CLUB LANEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonW RIDLEY WILLS IIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6152695429PhoneNum
Signature2020-09-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID F OSBORNEPreparerPersonNm
PTINP00022637PTIN
Phone6153700590PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.90.199.233IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-29IPDt
IP Tm12:33:40IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id483430ABC6D5957D9823A0BD1748165D96168202AtSubmissionCreationDeviceId
At Submission Filing Device IdFE6D29F984F568EEA03649EB80BA10D5B0B3988FAtSubmissionFilingDeviceId
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$5,034,241FMVAssetsEOYAmt
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$29,521InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29,521InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$75,044DividendsRevAndExpnssAmt
Dividends Net Invst Incm$75,044DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,086NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$880,937GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,086CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$120,651TotalRevAndExpnssAmt
Total Net Invst Incm$120,651TotalNetInvstIncmAmt
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$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$25,132OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,132OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,352TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,352TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15,723OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,723OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$51,207TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$51,207TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$252,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$252,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$303,707TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$51,207TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$252,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$183,056ExcessRevenueOverExpensesAmt
Net Investment Income$69,444NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$262,048CashBOYAmt
Cash EOY$281,006CashEOYAmt
Cash EOYFMV$281,006CashEOYFMVAmt
Corporate Stock BOY$3,023,054CorporateStockBOYAmt
Corporate Stock EOY$3,357,023CorporateStockEOYAmt
Corporate Stock EOYFMV$3,357,023CorporateStockEOYFMVAmt
Other Investments BOY$1,532,755OtherInvestmentsBOYAmt
Other Investments EOY$1,396,212OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,396,212OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,817,857TotalAssetsBOYAmt
Total Assets EOY$5,034,241TotalAssetsEOYAmt
Total Assets EOYFMV$5,034,241TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,817,857NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,034,241NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,817,857TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,034,241TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,817,857TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,034,241TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,817,857TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$183,056ExcessRevenueOverExpensesAmt
Other Increases$399,440OtherIncreasesAmt
Subtotal$5,034,241SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,034,241TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DIVERSIFIED TRUST COMPANY INCP$8,124$7,800$324$324
DIVERSIFIED TRUST COMPANY INCP$498,579$513,013-$14,434-$14,434
DIVERSIFIED TRUST COMPANY INCP$61,015$63,439-$2,424-$2,424
DIVERSIFIED TRUST COMPANY INCP$221,985$231,541-$9,556-$9,556
DTC INTERNATIONAL EQUITY COMMON TRUST FUNDP$11,395-$11,395-$11,395
DTC INTERNATIONAL EQUITY COMMON TRUST FUNDP$13,871$13,871$13,871
DTC SHORT DURATION FIXED INCOME COMM TR FUNDP$771$771$771
DTC SHORT DURATION FIXED INCOME COMM TR FUNDP$375-$375-$375
DTC MULTI-STRATEGY COMMON TRUST FUNDP$5,101-$5,101-$5,101
DTC MULTI-STRATEGY COMMON TRUST FUNDP$18,465-$18,465-$18,465
DTC CORE FIXED INCOME COMMON TRUST FUNDP$2,635$2,635$2,635
DTC CORE FIXED INCOME COMMON TRUST FUNDP$176$176$176
DTC PRIVATE EQUITY, LPP$12,432-$12,432-$12,432
DTC PRIVATE EQUITY VI, LPP$69-$69-$69
DTC PRIVATE EQUITY VI, LPP$1,406$1,406$1,406
DTC PRIVATE EQUITY IV, LPP$192$192$192
DTC PRIVATE EQUITY IV, LPP$26,011$26,011$26,011
DTC PRIVATE EQUITY III, LPP$766-$766-$766
DTC PRIVATE EQUITY III, LPP$20,764$20,764$20,764
DTC PRIVATE EQUITY V, LPP$319$319$319
DTC PRIVATE EQUITY V, LPP$24,382$24,382$24,382
DTC PRIVATE EQUITY II, LPP$455-$455-$455
DTC PRIVATE EQUITY II, LPP$707$707$707
FieldValueIRS element (for citing)
Capital Gain Net Income$16,086CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$260,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,035,154NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051637DistributionYr1Rt
Adjusted Qlfy Distri Yr2$255,300AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,990,269NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051160DistributionYr2Rt
Adjusted Qlfy Distri Yr3$255,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,931,961NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051704DistributionYr3Rt
Adjusted Qlfy Distri Yr4$260,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,020,539NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051787DistributionYr4Rt
Adjusted Qlfy Distri Yr5$265,301AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,843,330NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054777DistributionYr5Rt
Total Distribution0.261065TotalDistributionRt
Average Distribution0.052213AverageDistributionRt
Net Vl Noncharitable Assets$4,885,192NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$255,071AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$694NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$255,765AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$252,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,389InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,389SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,389TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,400EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,400TotalPaymentsAndCreditsAmt
Es Penalty$11EsPenaltyAmt
Overpayment$4,000OverpaymentAmt
Applied To ES Tax$4,000AppliedToESTaxAmt
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 BooksW RIDLEY WILLS IIIndividualWithBooksNm
Phone6152695429PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12156 GOLF CLUB LANEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
W RIDLEY WILLS II
2156 GOLF CLUB LANENASHVILLETN37215TRUSTEE1.00$0$0$0
IRENE J WILLS
2156 GOLF CLUB LANENASHVILLETN37215TRUSTEE1.00$0$0$0
W RIDLEY WILLS III
1201 BELLE MEADE BLVDNASHVILLETN37205TRUSTEE1.00$0$0$0
MORGAN J WILLS
2700 BARTON AVENUENASHVILLETN37212TRUSTEE1.00$0$0$0
THOMAS W WILLS
201 32ND AVE SOUTH BNASHVILLETN37212TRUSTEE1.00$0$0$0
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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,704,014AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$255,572AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,959,586TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,959,586AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$74,394CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,885,192NetVlNoncharitableAssetsAmt
Minimum Investment Return$244,260MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$244,260MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,389TaxBasedOnInvestmentIncomeAmt
Total Tax$1,389TotalTaxAmt
Distributable Before Adj$242,871DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$242,871DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$242,871DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$252,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$252,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$252,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$242,871DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$32,532ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$22,038ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,794ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,875ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,616ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$86,855TotalExcessDistributionCyovAmt
Qualifying Distributions$252,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$242,871AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,629RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$96,484TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$32,532ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$63,952ExcessDistriCyovToNextYrAmt
Excess From Year4$22,038ExcessFromYear4Amt
Excess From Year3$8,794ExcessFromYear3Amt
Excess From Year2$9,875ExcessFromYear2Amt
Excess From Year1$13,616ExcessFromYear1Amt
Excess From Current Year$9,629ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE FUGITIVE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12156 GOLF CLUB LANEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6152695429RecipientPhoneNum
Form And Info And MaterialsLETTER EXPLAINING CHARITABLE PURPOSE AND NEED.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABWE FOUNDATION
PO BOX 8585HARRISBURGPA17105NONEPCOPERATING SUPPORT$1,000
AMERICAN BAPTIST COLLEGE
1800 BAPTIST WORLD CENTER DRIVENASHVILLETN37207NONEPCOPERATING SUPPORT$3,000
ANDREW JACKSON'S HERMITAGE
4580 RACHELS LANENASHVILLETN37076NONEPCOPERATING SUPPORT$1,000
BAREFOOT REPUBLIC CAMP
PO BOX 40365NASHVILLETN37204NONEPCOPERATING SUPPORT$500
BARNABUS INTERNATIONAL
P O BOX 708ELKHORNWI531210708NONEPCOPERATING SUPPORT$1,000
BELCOURT THEATRE
2102 BELCOURT AVENUENASHVILLETN37212NONEPCOPERATING SUPPORT$2,000
BELLE MEADE PLANTATION
5025 HARDING ROADNASHVILLETN37205NONEPCOPERATING SUPPORT$3,000
BLUE MONARCH
PO BOX 1207MONTEAGLETN37356NONEPCOPERATING SUPPORT$5,000
CAMPUS CRUSADE
3613 PILCHER AVENUENASHVILLETN37209NONEPCOPERATING SUPPORT$1,000
CHEEKWOOD MUSEUM OF ART
1200 FORREST PARK DRIVENASHVILLETN37205NONEPCOPERATING SUPPORT$14,000
CHRISITAN COMMUNITY HEALTH FELLOWSHIP
2955 CENTRAL AVENUEMEMPHISTN38104NONEPCOPERATING SUPPORT$1,000
COMMUNITIES IN SCHOOLS
401 COMMERCE STREETNASHVILLETN37219NONEPCOPERATING SUPPORT$1,000
CURREY INGRAM ACADEMY
6544 MURRAY LANEBRENTWOODTN37027NONEPCOPERATING SUPPORT$17,000
DOWNTOWN PRESBYTERIAN CHURCH
154 5TH AVENUE NORTHNASHVILLETN37219NONEPCOPERATING SUPPORT$25,000
FRIENDS OF AAITTAFAMA ARCHAEOLOGICAL PARK
PO BOX 150732NASHVILLETN37215NONEPCOPERATING SUPPORT$5,000
GRUNDY COUNTY HISTORICAL SOCIETY
PO BOX 1422TRACY CITYTN37387NONEPCOPERATING SUPPORT$1,000
HABITAT FOR HUMANITY OF GREATER NASHVILLE
2950 KRAFT DRIVE STE 100NASHVILLETN37204NONEPCOPERATING SUPPORT$16,000
HARPETH HALL SCHOOL
3801 HOBBS ROADNASHVILLETN37215NONEPCOPERATING SUPPORT$5,000
INSP NORTH AMERICA
219 1ST AVE S STE 220SEATTLEWA98104NONEPCOPERATING SUPPORT$2,000
INTERNATIONAL LEADERSHIP COALITION
PO BOX 682541FRANKLINTN37064NONEPCOPERATING SUPPORT$1,000
INTERVARSITY CHRISTIAN FELLOWSHIP
PO BOX 7895MADISONWI537919703NONEPCOPERATING SUPPORT$2,000
LAND TRUST FOR TENNESSEE
209 10TH AVE SOUTH STE 511NASHVILLETN37203NONEPCOPERATING SUPPORT$10,000
MANNA MISSION INC
2448 EAST 81ST ST STE 1450TULSAOK74137NONEPCOPERATING SUPPORT$12,500
MILLENIUM RELIEF & DEVELOPMENT SERVICES
5166 BISONNET 356BELLAIRETX77401NONEPCOPERATING SUPPORT$1,000
MONTGOMERY BELL ACADEMY
4001 HARDING ROADNASHVILLETN372059916NONEPCOPERATING SUPPORT$10,500
NASHVILLE PUBLIC RADIO
630 MAINSTREAM DRIVENASHVILLETN37228NONEPCOPERATING SUPPORT$7,500
NASHVILLE SYMPHONY
ONE SYMPHONY PLACENASHVILLETN372012031NONEPCOPERATING SUPPORT$10,000
OPEN TABLE
PO BOX 42CONCORDMA01742NONEPCOPERATING SUPPORT$1,000
REGENT COLLEGE FOUNDATION
PO BOX 33276SEATTLEWA98133NONEPCOPERATING SUPPORT$1,000
SILOAM FAMILY HEALTH CENTER
820 GALE LANENASHVILLETN37204NONEPCOPERATING SUPPORT$41,500
SOLBON INTERNATIONAL
2102 SW 47TH STREETCAPE CORALFL33914NONEPCOPERATING SUPPORT$1,000
TENNESSEANS FOR ALTERNATIVES TO THE DEATH PENALTY
PO BOX 120552NASHVILLETN37212NONEPCOPERATING SUPPORT$9,000
TENNESSEE HISTORICAL SOCIETY
305 SIXTH AVE NNASHVILLETN37243NONEPCOPERATING SUPPORT$1,000
TEXAS CHRISTIAN UNIVERSITY
OFFICE OF UNIVERSITY ADVANCEMENTFORT WORTHTX76129NONEPCOPERATING SUPPORT$20,000BOX 297044
THE CONTRIBUTOR
P O BOX 332023NASHVILLETN37203NONEPCOPERATING SUPPORT$18,000
THE NASHVILLE FELLOWS PROGRAM
PO BOX 150928NASHVILLETN37215NONEPCOPERATING SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$252,500TotalGrantOrContriPdDurYrAmt
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$29,521ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75,044ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,086ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$120,651ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$120,651TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DTC INTERNATIONAL EQUITY COMMON TRUST FUND$1,057,427$1,057,427
DTC SHORT DURATION FIXED INCOME COMMON TRUST FUND$175,032$175,032
DTC CORE FIXED INCOME COMMON TRUST FUND$889,475$889,475
DTC MULTI STRATEGY FUND COMMON$371,018$371,018
LOOMIS SAYLES INCOME FUND$111,541$111,541
VANGUARD 500 INDEX FUND$340,686$340,686
VANGUARD SPECIALIZED PORTFOLIOS$189,857$189,857
VANGUARD EXTENDED MARKET INDEX FUND$120,631$120,631
RIVERNORTH MARKETPLACE LENDING CORP$30,774$30,774
VANGUARD SHORT-TERM INFLATION PROTECTED SEC INDEX FUND$70,582$70,582

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DTC PRIVATE EQUITY, LPFMV$10,607$10,607
DTC PRIVATE EQUITY II, LPFMV$53,529$53,529
DTC PRIVATE EQUITY III, LPFMV$214,501$214,501
DTC PRIVATE EQUITY IV, LPFMV$450,068$450,068
DTC PRIVATE EQUITY V, LPFMV$511,972$511,972
DTC PRIVATE EQUITY VI, LPFMV$155,535$155,535

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DTC CORE FIXED INCOME COMMON TRUST FUND$1,790$1,790$0
DTC INTERNATIONAL EQUITY COMMON TRUST FUND$3,021$3,021$0
DTC MULTI-STRATEGY COMMON TRUST FUND$265$265$0
DTC SHORT DURATION FIXED INCOME COMMON TRUST FUND$540$540$0
OFFSET FROM K-1 NET INVESTMENT INCOME$10,107$10,107$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN MARKET VALUEDesc
Amt$399,440Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryDIVERSIFIED TRUST COCategoryTxt
Amt$25,132Amt
Net Investment Income$25,132NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$8,352Amt
Net Investment Income$8,352NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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