PATRICIA AND RODES HART FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PATRICIA AND RODES HART FOUNDATION (EIN 62-1355032)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202031919349100533
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T13:27:36-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620788068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURYEAR & NOONAN CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 BURTON HILLS BLVD STE 170 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | 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 | 621355032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA AND RODES HART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 6152594222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 HILLSBORO ROAD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RODES HART | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6153705801 | PhoneNum |
| Signature | 2020-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD WOOD CPA | PreparerPersonNm |
| PTIN | P00082166 | PTIN |
| Phone | 6152960500 | PhoneNum |
| Preparation | 2020-07-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-06 | IPDt |
| IP Tm | 14:44:06 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 675AE691E6DB223C2D9E646FD1EBCD91D86EBBD3 | AtSubmissionFilingDeviceId |
| 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 | $569,444 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $503,825 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,090 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,090 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,387 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,131 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $512,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,221 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $253 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $253 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,103 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $837,345 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $837,345 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $841,448 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $837,345 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$329,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,968 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $740,397 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $404,300 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $404,300 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $129,306 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $136,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $165,144 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $869,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $540,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $569,444 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $869,703 | RetainedEarningBOYAmt |
| Retained Earning EOY | $540,301 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $869,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $540,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $869,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $540,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $869,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$329,402 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $540,301 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $540,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 79.491 SHS OW ALL CAP CORE FD | P | 2014-07-01 | 2019-09-20 | $1,500 | $1,256 | $244 | $244 |
| CAPITAL GAINS DIVIDENDS | P | $5,887 | $5,887 | $5,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,131 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $919,694 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $553,240 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.662378 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,079,258 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $639,544 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 9.505613 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,589,538 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $711,980 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.041628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,324,255 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,944,249 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.709789 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,842,858 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,668,012 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.775041 | DistributionYr5Rt |
| Total Distribution | 18.694449 | TotalDistributionRt |
| Average Distribution | 3.738890 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $526,310 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,967,815 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $80 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,967,895 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $837,345 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $159 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $159 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,403 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,403 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,244 | OverpaymentAmt |
| Applied To ES Tax | $2,244 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | H RODES HART | IndividualWithBooksNm |
| Phone | 6153705801 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 HILLSBORO ROAD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA I HART | ||||||||
| 3001 HILLSBORO ROAD | BRENTWOOD | TN | 37027 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| H RODES HART | ||||||||
| 3001 HILLSBORO ROAD | BRENTWOOD | TN | 37027 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $156,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $377,710 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $534,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $534,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $526,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $159 | TotalTaxAmt |
| Distributable Before Adj | $26,157 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,157 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,157 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $837,345 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $837,345 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $837,345 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,662,113 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,227,043 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,553,979 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,047,380 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $892,166 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,382,681 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $837,345 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,157 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $811,188 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,193,869 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,662,113 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,531,756 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,227,043 | ExcessFromYear4Amt |
| Excess From Year3 | $3,553,979 | ExcessFromYear3Amt |
| Excess From Year2 | $6,047,380 | ExcessFromYear2Amt |
| Excess From Year1 | $892,166 | ExcessFromYear1Amt |
| Excess From Current Year | $811,188 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICIA I HART | ContributingManagerNm |
| Contributing Manager | H RODES HART | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABE'S GARDEN | |||||||
| 115 WOODMONT BLVD | NASHVILLE | TN | 37205 | NONE | PUB. CHARITY | DONATION | $2,500 |
| AMERICAN FRIENDS OF THE CZECH REPUB | |||||||
| 4410 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | PUB. CHARITY | DONATION | $10,000 |
| AMERICAN RED CROSS | |||||||
| 2201 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $1,000 |
| ASPCA | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | NONE | PUB. CHARITY | DONATION | $500 |
| BELLE MEADE COUNTRY CLUB-EMPLOYEE FUND | |||||||
| 815 BELLE MEADE BLVD | NASHVILLE | TN | 37205 | NONE | PUB. CHARITY | DONATION | $750 |
| BRIDGES | |||||||
| PO BOX 1592 | FRANKLIN | TN | 37065 | NONE | PUB. CHARITY | DONATION | $1,000 |
| CENTERSTONE | |||||||
| 44 VANTAGE WAY | NASHVILLE | TN | 37228 | NONE | PUB. CHARITY | DONATION | $1,000 |
| COUNCIL ON AGING | |||||||
| 95 WHITE BRIDGE ROAD | NASHVILLE | TN | 37205 | NONE | PUB. CHARITY | DONATION | $5,000 |
| DAYSTAR MINISTRIES | |||||||
| 2801 AZALEA PLACE | NASHVILLE | TN | 37204 | NONE | PUB. CHARITY | DONATION | $20,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE 2ND FL | NEW YORK | NY | 10001 | NONE | PUB. CHARITY | DONATION | $1,750 |
| FAITH FAMILY MEDICAL CENTER | |||||||
| 326 21ST AVENUE NORTH | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $6,000 |
| FIFTY FORWARD | |||||||
| 174 RAINS AVENUE | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $69,220 |
| FRATERNAL ORDER OF POLICE | |||||||
| 440 WELSHWOOD DRIVE | NASHVILLE | TN | 37211 | NONE | PUB. CHARITY | DONATION | $150 |
| INTERFAITH DENTAL CLINIC | |||||||
| 1721 PATTERSON STREET | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $500 |
| MARCH OF DIMES | |||||||
| 1101 KERMIT DR SUITE 201 | NASHVILLE | TN | 37214 | NONE | PUB. CHARITY | DONATION | $1,000 |
| MCNEILLY CENTER FOR CHILDREN | |||||||
| 100 MERIDIAN STREET | NASHVILLE | TN | 37207 | NONE | PUB. CHARITY | DONATION | $1,000 |
| MENDING HEARTS | |||||||
| 4305 ALBION STREET | NASHVILLE | TN | 37209 | NONE | PUB. CHARITY | DONATION | $100 |
| MY FRIEND'S HOUSE | |||||||
| 626 EASTVIEW CIRCLE | FRANKLIN | TN | 37064 | NONE | PUB. CHARITY | DONATION | $500 |
| NASHVILLE COACHING COALITION | |||||||
| 4721 TROUSDALE DRIVE | NASHVILLE | TN | 37220 | NONE | PUB. CHARITY | DONATION | $20,000 |
| NASHVILLE HUMANE SOCIETY | |||||||
| 213 OCEOLA AVENUE | NASHVILLE | TN | 37209 | NONE | PUB. CHARITY | DONATION | $1,000 |
| NASHVILLE PUBLIC RADIO | |||||||
| 630 MAINSTREAM DRIVE | NASHVILLE | TN | 37228 | NONE | PUB. CHARITY | DONATION | $600 |
| NASHVILLE PUBLIC TELEVISION | |||||||
| 161 RAINS AVENUE | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $500 |
| NASHVILLE RESCUE MISSION | |||||||
| 639 LAFAYETTE STREET | NASHVILLE | TN | 372034226 | NONE | PUB. CHARITY | DONATION | $1,000 |
| NASHVILLE SYMPHONY | |||||||
| 1 SYMPHONY PLACE | NASHVILLE | TN | 37201 | NONE | PUB. CHARITY | DONATION | $20,000 |
| PLANNED PARENTHOOD | |||||||
| 412 DR DB TODD JR BLVD | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $500 |
| ROOM IN THE INN | |||||||
| 705 DREXEL ST | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $1,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PUB. CHARITY | DONATION | $41,000 |
| SEXUAL ASSAULT CENTER | |||||||
| 101 FRENCH LANDING DR | NASHVILLE | TN | 37228 | NONE | PUB. CHARITY | DONATION | $1,000 |
| SPECIAL OLYMPICS TENNESSEE | |||||||
| 461 CRAIGHEAD STREET | NASHVILLE | TN | 37204 | NONE | PUB. CHARITY | DONATION | $500 |
| STARS | |||||||
| 1704 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $15,500 |
| THE NASHVILLE ZOO | |||||||
| 3777 NOLENSVILLE ROAD | NASHVILLE | TN | 37211 | NONE | PUB. CHARITY | DONATION | $250,000 |
| THE RETREAT | |||||||
| 1221 WAYZATA BLVD E | WAYZATA | MN | 55391 | NONE | PUB. CHARITY | DONATION | $37,500 |
| UNITED WAY OF WILLIAMSON | |||||||
| 209 GOTHIC COURT STE 107 | FRANKLIN | TN | 37067 | NONE | PUB. CHARITY | DONATION | $50,000 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | NONE | PUB. CHARITY | DONATION | $500 |
| VANDERBILT -VARIOUS | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PUB. CHARITY | DONATION | $210,000 |
| CURREY INGRAM ACADEMY | |||||||
| 6544 MURRAY LN | BRENTWOOD | TN | 37027 | NONE | PUB. CHARITY | DONATION | $20,000 |
| ENSWORTH SCHOOL | |||||||
| 211 ENSWORTH AVENUE | NASHVILLE | TN | 37205 | NONE | PUB. CHARITY | DONATION | $5,000 |
| HARPETH CONSERVANCY | |||||||
| 215 JAMESTOWN PARK RD 101 | BRENTWOOD | TN | 37027 | NONE | PUB. CHARITY | DONATION | $5,000 |
| LEADERSHIP NASHVILLE | |||||||
| 222 SECOND AVENUE | NASHVILLE | TN | 37201 | NONE | PUB. CHARITY | DONATION | $500 |
| MUSIC FOR SENIORS | |||||||
| 161 RAINS AVENUE | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $2,500 |
| NASHVILLE OPERA ASSOCIATION INC | |||||||
| 3622 REDMON STREET | NASHVILLE | TN | 37209 | NONE | PUB. CHARITY | DONATION | $10,000 |
| PARK CENTER | |||||||
| 186 NORTH 1ST STREET | NASHVILLE | TN | 37213 | NONE | PUB. CHARITY | DONATION | $1,500 |
| CHEEKWOOD ESTATE & GARDENS | |||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | NONE | PUB. CHARITY | DONATION | $3,775 |
| THE LAND TRUST FOR TENNESSEE | |||||||
| PO BOX 41027 | NASHVILLE | TN | 37204 | NONE | PUB. CHARITY | DONATION | $250 |
| THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE | |||||||
| 3833 CLEGHORN AVE 400 | NASHVILLE | TN | 37215 | NONE | PUB. CHARITY | DONATION | $5,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 78518 | NASHVILLE | TN | 37207 | NONE | PUB. CHARITY | DONATION | $10,000 |
| HEALTHY TENNESSEE | |||||||
| PO BOX 21062 | NASHVILLE | TN | 37221 | NONE | PUB. CHARITY | DONATION | $1,000 |
| FRIENDS OF WARNER PARKS | |||||||
| 50 VAUGHN RD | NASHVILLE | TN | 37221 | NONE | PUB. CHARITY | DONATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $837,345 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,090 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,131 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,221 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,221 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODES AND PATRICIA HART | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 HILLSBORO ROAD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $503,825 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2,874.011 SHS OW FIXED INCOME FUND | AT COST | $32,304 | $32,620 |
| 3,845.651 SHS OW LARGE CAP STRATEGIES | AT COST | $34,781 | $57,953 |
| 1,263.511 SHS OW SMALL & MIDCAP STRA | AT COST | $20,615 | $19,685 |
| 1980.481 SHS OW ALL CAP CORE FD | AT COST | $30,075 | $36,480 |
| 2,434.684 SHS OW STRATEGIC OPPTYS FD | AT COST | $18,226 | $18,406 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $253 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $253 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RODES PATRICIA HART | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 HILLSBORO ROAD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |