TWEED FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TWEED FAMILY FOUNDATION INC (EIN 83-0976486)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202031959349101733
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T15:28:40-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462400857 | 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 | 830976486 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWEED FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TWEE | BusinessNameControlTxt |
| Phone | 4237851251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2285 | AddressLine1Txt |
| City | GREENEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37744 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN TWEED | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4237851251 | PhoneNum |
| Signature | 2020-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY W ALMACK | PreparerPersonNm |
| PTIN | P00019234 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2020-06-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.132.79.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-17 | IPDt |
| IP Tm | 11:10:08 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 58675E87C6136183E5EB75D403EB29D58B6B1823 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FC7F18A00E93B1053CEA511A148F286FD52567AB | 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 | $5,722,547 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,688 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,688 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $176,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,736 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $422,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,145,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $422,878 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $606,302 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $606,302 | 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 |
| Other Prof Fees Rev And Expnss | $60,389 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,389 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,848 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,586 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,866 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $241 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,625 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,103 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,216 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $217,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,216 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $388,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $540,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $159,457 | CashBOYAmt |
| Cash EOY | $163,972 | CashEOYAmt |
| Cash EOYFMV | $163,972 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,295,113 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $2,049,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,034,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,742,140 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $775,206 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $816,435 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,503,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,973,839 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,722,547 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,757 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $37,214 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,757 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,214 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,499,117 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,936,625 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,499,117 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,936,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,503,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,973,839 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,499,117 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $388,399 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,000 | OtherIncreasesAmt |
| Subtotal | $4,937,516 | SubtotalAmt |
| Other Decreases | $891 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,936,625 | 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 |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2018-10-19 | 2019-12-31 | $4,140,017 | $3,722,239 | $417,778 | $417,778 |
| CAPITAL GAINS DIVIDENDS | P | $5,100 | $5,100 | $5,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $422,878 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,888,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.002146 | DistributionYr1Rt |
| Total Distribution | 0.002146 | TotalDistributionRt |
| Average Distribution | 0.002146 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,189,649 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,137 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,538 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,425 | 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 | $5,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $204 | EsPenaltyAmt |
| Tax Due | $5,605 | TaxDueAmt |
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 | 0 | 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 | SAMANTHA HUGHES | IndividualWithBooksNm |
| Phone | 4237831251 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2285 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37744 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN TWEED | ||||||||
| 129 GLENFIELD TRAIL | GREENVILLE | TN | 37745 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KIMBERLY TWEED | ||||||||
| 129 GLENFIELD TRAIL | GREENVILLE | TN | 37745 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BRIDGET LOLLAR | ||||||||
| 204 GALWAY COURT | GREENVILLE | TN | 37745 | TREASURER | 1.00 | $0 | $0 | $0 |
| JOSEPH TWEED | ||||||||
| 129 GLENFIELD TRAIL | GREENVILLE | TN | 37745 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TAYLOR HARMON | ||||||||
| 1507 SUN VALLEY DR | GREENVILLE | TN | 37745 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| GYPSY TWEED | ||||||||
| 4602 CARLTON DUNES DR 11 | AMELIA ISLAND | FL | 32034 | BOARD MEMBER | 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 | $4,965,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $302,959 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,268,679 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,268,679 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,189,649 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,482 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,482 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,401 | TotalTaxAmt |
| Distributable Before Adj | $254,081 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $254,081 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $254,081 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $148,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,401 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $143,024 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $254,081 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $134,977 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $134,977 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $240,633 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN TWEED | ContributingManagerNm |
| Contributing Manager | KIMBERLY TWEED | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FIRST PRIORITY OF AMERICA | |||||||
| PO BOX 473 | BRENTWOOD | TN | 37027 | N/A | PC | GENERAL SUPPORT | $5,000 |
| THE RAMP | |||||||
| PO BOX 1508 | HAMILTON | AL | 35570 | N/A | PC | GENERAL SUPPORT | $5,000 |
| PROVIDENCE ACADEMY | |||||||
| 2788 CARROLL CREEK RD | JOHNSON CITY | TN | 37615 | N/A | PC | GENERAL SUPPORT | $5,000 |
| GREENE COUNTY UNITED WAY INC | |||||||
| 115 ACADEMY ST | GREENVILLE | TN | 37743 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHILD ADVOCACY CENTER OF THE THIRD JUDICIAL DISTRICT | |||||||
| PO BOX 37818 | MOSHEIM | TN | 37818 | N/A | PC | GENERAL SUPPORT | $5,000 |
| STEPPENSTONE YOUTH TREATMENT SERVICES | |||||||
| PO BOX 278 | LIMESTONE | TN | 37681 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BOYS AND GIRLS CLUB OF JOHNSON CITY | |||||||
| PO BOX 5219 | JOHNSON CITY | TN | 37602 | N/A | PC | GENERAL SUPPORT | $5,000 |
| GREENE COUNTY FIREWOOD MINISTRY | |||||||
| 80 SPLATTER CREEK RD | LIMESTONE | TN | 37681 | N/A | PC | GENERAL SUPPORT | $5,000 |
| REAP WHAT YOU SEW PROJECT MALONDA | |||||||
| PO BOX 91424 | TUCSON | AZ | 85752 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CUMBERLAND HEIGHTS FOUNDATION | |||||||
| 8283 RIVER ROAD PIKE PO BOX 90727 | NASHVILLE | TN | 90727 | N/A | PC | GENERAL SUPPORT | $5,000 |
| GIFTS FOR KIDS INC | |||||||
| PO BOX 1672 | GREENVILLE | TN | 37744 | N/A | PC | GENERAL SUPPORT | $10,000 |
| LYDIAHS MISSION | |||||||
| 9410 RIDINGS BLVD | DAYTON | OH | 45458 | N/A | PC | GENERAL SUPPORT | $10,000 |
| HOLSTON UNITED METHODIST HOME FOR CHILDREN | |||||||
| PO BOX 188 | GREENVILLE | TN | 37744 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE MIDST | |||||||
| 2506 SOUTH ROAN STREET | JOHNSON CITY | TN | 37601 | N/A | PC | GENERAL SUPPORT | $10,000 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | N/A | PC | GENERAL SUPPORT | $10,000 |
| FREE WILL BAPTIST FAMILY MINISTRIES HOPE CENTER | |||||||
| 90 STANLEY LANE | GREENVILLE | TN | 37743 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE WELL INC | |||||||
| PO BOX 181 | JOHNSON CITY | TN | 37605 | N/A | PC | GENERAL SUPPORT | $24,800 |
| JEREMIAH SCHOOL | |||||||
| 2423 SUSANNAH ST | JOHNSON CITY | TN | 37601 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BLAINE BANTHER VOCATIONAL SCHOLARSHIP | |||||||
| 160 BLUEBONNET LN | GREENVILLE | TN | 37743 | N/A | NC | GRANT TO ORGANIZATION. NO EXPENDITURE RESPONSIBILITY EXERCISED. CORRECTED. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,800 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYS AND GIRLS CLUB OF GREENE COUNTY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1977 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37744 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,688 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,736 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $422,878 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $606,302 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $606,302 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TAXABLE EXPENDITURE DETAILS | IdentifierTxt |
| Form And Line Reference | FORM 4720, HEADER, QUESTION B | FormAndLineReferenceDesc |
| Medium Explanation | SCHEDULE: EITEM NUMBER: 1DESCRIPTION OF THE ACT OR TRANSACTION THAT RESULTED IN TAX:$2,000 GRANT WAS MADE TO BLAINE BANTHER VOCATIONAL SCHOLARSHIP FUND, WHICH IS NOT A 501(C)(3) ORGANIZATION. DESCRIPTION OF THE CORRECTION MADE: THE TWEED FAMILY FOUNDATION, INC PRESIDENT PERSONALLY REIMBURSED THE FOUNDATION FOR THE $2,000 PAID TO BLAINE BANTHER SCHOLARSHIP FUND.THE AMOUNT OF ANY POLITICAL EXPENDITURE RECOVERED: N/ADESCRIPTION OF THE SAFEGUARDS TO PREVENT FUTURE POLITICAL EXPENDITURES: THE BOARD OF DIRECTORS FOR THE TWEED FAMILY FOUNDATION, INC HAS AGREED TO ONLY PROVIDE GRANTS TO APPROVED 501(C)(3) ORGANIZATIONSDATE OF CORRECTION: 6/2/2020 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EEM | $294,100 | $314,090 |
| XLU | $135,677 | $161,550 |
| VBR | $132,131 | $137,070 |
| VDE | $213,298 | $203,725 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MO | $103,697 | $149,730 |
| AIG | $42,990 | $51,330 |
| AZN | $30,275 | $49,860 |
| KO | $268,259 | $415,125 |
| GIS | $106,182 | $160,680 |
| KMB | $99,012 | $123,795 |
| NSRGY | $139,300 | $270,650 |
| QCOM | $55,748 | $88,230 |
| WFC | $244,362 | $269,000 |
| ABBV | $77,600 | $88,540 |
| GOOG | $66,130 | $66,851 |
| AMGN | $285,445 | $361,605 |
| BHP | $49,138 | $54,710 |
| CVX | $124,832 | $120,510 |
| COP | $67,890 | $65,030 |
| DDAIF | $54,360 | $54,480 |
| DOW | $102,983 | $110,938 |
| DD | $281,626 | $269,640 |
| XOM | $180,454 | $174,450 |
| GSK | $97,793 | $117,475 |
| JNJ | $129,700 | $145,870 |
| K | $119,522 | $138,320 |
| KMI | $128,307 | $148,190 |
| KHC | $95,475 | $64,260 |
| LVS | $63,169 | $69,040 |
| NVS | $37,633 | $47,345 |
| PFE | $145,429 | $137,130 |
| PSX | $89,836 | $111,410 |
| UTX | $114,789 | $149,760 |
| USB | $52,309 | $59,290 |
| VZ | $222,518 | $245,600 |
| WY | $124,000 | $151,000 |
| WMB | $78,612 | $71,160 |
| MMM | $155,286 | $141,136 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADDITIONAL FOREIGN TAXES | $871 |
| ROUNDING | $20 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $241 | $241 | $0 |
| IT/TECHNOLOGY FEES | $1,604 | $0 | $1,604 |
| MISC OTHER EXPENSE | $21 | $0 | $21 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS NOT CASHED AT YEAR END | Desc |
| Amt | $50,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHORT CALL OPTIONS | Desc |
| BOY Book Value | $4,757 | BOYBookValueAmt |
| EOY Book Value | $37,214 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $60,389 | Amt |
| Net Investment Income | $60,389 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2018 FEDERAL TAX DUE | $3,262 | $0 | $0 |
| FOREIGN TAXES | $5,586 | $5,586 | $0 |
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