DEVINE-MAJORS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DEVINE-MAJORS FOUNDATION (EIN 27-1405032)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349102498
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:44:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | 271405032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEVINE-MAJORS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEVI | BusinessNameControlTxt |
| Phone | 2124054784 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13-15 W 54TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F MAJORS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124054784 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.242.37 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 12:54:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AC9C47BB66A4442C9C14FAA30E68BA916E7F30C8 | 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 | $12,963,515 | 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 | $1,185,364 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $257,843 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $253,307 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,710 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,710 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,489,917 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $300,017 | 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 |
| Taxes Rev And Expnss | $6,261 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,261 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,617 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,617 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,878 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $382,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $382,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $409,458 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,878 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,580 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,080,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,139 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,473 | CashBOYAmt |
| Cash EOY | $410,997 | CashEOYAmt |
| Cash EOYFMV | $410,997 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,625,926 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,857,365 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,786,151 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $769,073 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $769,073 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $766,367 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,528,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,037,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,963,515 | 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 | $8,528,472 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,037,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,528,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,037,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,528,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,037,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,528,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,080,459 | ExcessRevenueOverExpensesAmt |
| Other Increases | $428,504 | OtherIncreasesAmt |
| Subtotal | $10,037,435 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,037,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $46,710 | GrossSalesPriceAmt |
| Gain Or Loss | $46,710 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $46,710 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,710 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $497,939 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,681,729 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074522 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $296,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,588,827 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052981 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $278,342 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,083,624 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054753 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $215,125 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,494,593 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039152 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $219,357 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,645,883 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038853 | DistributionYr5Rt |
| Total Distribution | 0.260261 | TotalDistributionRt |
| Average Distribution | 0.052052 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,657,819 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $502,709 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,731 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $505,440 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $382,580 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,463 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,463 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $800 | 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 | NY | 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 | GENSPRING FAMILY OFFICES | IndividualWithBooksNm |
| Phone | 2124054780 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13-15 W 54TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT I MAJORS | ||||||||
| 101 SOUTH INDIAN ROAD | CHARLOTTESVILLE | VA | 22901 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MAXINE E DEVINE MAJORS | ||||||||
| 3811 BEDFORD AVENUE STE 101 | NASHVILLE | TN | 37215 | SECRETARY & TREASURER | 1.00 | $0 | $0 | $0 |
| WILLIAM F MAJORS | ||||||||
| 3811 BEDFORD AVENUE STE 101 | NASHVILLE | TN | 37215 | PRESIDENT | 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 | $9,357,873 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $447,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,804,892 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,804,892 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,657,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $482,891 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $482,891 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,463 | TotalTaxAmt |
| Distributable Before Adj | $477,428 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $477,428 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $477,428 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,580 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $382,580 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $382,580 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $477,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,914 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $382,580 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,914 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $345,666 | 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 | $131,762 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET | WASHINGTON | DC | 200065009 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $20,000 | |
| ANDREW SINGLER STAY STRONG FOUNDATION | |||||||
| 5590 NW 38TH TER | COCONUT CREEK | FL | 330734132 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,500 | |
| BLAKE MCMEANS FOUNDATION | |||||||
| 4205 HILLSBORO ROAD SUITE 310 | NASHVILLE | TN | 37215 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 | |
| BLUEBELL SOCIETY | |||||||
| 11809 LAKE HOUSE CT | N PALM BEACH | FL | 33408 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $150 | |
| CENTER FOR LIVING AND LEARNING | |||||||
| 14549 ARCHWOOD ST STE 221 | VAN NUYS | CA | 914054633 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 | |
| CHEEKWOOD SOCIETY | |||||||
| 10 FORREST PARK DR | NASHVILLE | TN | 37205 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $3,300 | |
| CUMBERLAND HEIGHTS | |||||||
| 8283 RIVER ROAD PIKE | NASHVILLE | TN | 372096018 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $3,500 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE STE 1100N | BETHESDA | MD | 20814 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $2,500 | |
| FANNIE BATTLE (CANDLE OF HOPE) | |||||||
| 108 CHAPEL AVE | NASHVILLE | TN | 372062408 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 | |
| FIRST TEEN NY | |||||||
| C/O GENSPRING FAMILY OFFICES 13-15 | NEW YORK | NY | 10019 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 | W 54TH |
| FRIST ART MUSEUM | |||||||
| 919 BROADWAY | NASHVILLE | TN | 372033822 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 | |
| HABITAT FOR HUMANITY OF GREATER NASHVILLE | |||||||
| 414 HARDING PLACE SUITE 100 | NASHVILLE | TN | 37211 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $25,000 | |
| HARPETH HALL SCHOOL | |||||||
| 3801 HOBBS RD | NASHVILLE | TN | 372152216 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $35,000 | |
| HUMANE SOCIETY | |||||||
| C/O GENSPRING FAMILY OFFICES 13-15 | NEW YORK | NY | 10019 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 | W 54TH |
| KIPP ACADEMY NASHVILLE | |||||||
| 123 DOUGLAS AVE | NASHVILLE | TN | 372075155 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $61,000 | |
| LEAD THE WAY | |||||||
| 300 GARDEN CITY PLZ STE 149 | GARDEN CITY | NY | 115303344 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 | |
| MARTHA O'BRYAN CENTER | |||||||
| 711 SOUTH SEVENTH STREET | NASHVILLE | TN | 37206 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $100,000 | |
| MICHAEL J FOX FOUNDATION | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 101634777 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $12,000 | |
| MONROE CARELL JR CHILDRENS HOSPITAL | |||||||
| 2200 CHILDRENS WAY | NASHVILLE | TN | 37232 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,450 | |
| NASHVILLE DOLPHINS | |||||||
| 95 WHITE BRIDGE PIKE STE 209 | NASHVILLE | TN | 372051482 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 | |
| NASHVILLE HUMANE SOCIETY | |||||||
| 213 OCEOLA AVE | NASHVILLE | TN | 37209 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 | |
| NASHVILLE PUBLIC LIBERARY FOUNDATION | |||||||
| 615 CHURCH STREET | NASHVILLE | TN | 37219 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,000 | |
| NASHVILLE SYMPHONY | |||||||
| ONE SYMPHONY PLACE | NASHVILLE | TN | 37201 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,330 | |
| NASHVILLE TREE FOUNDATION | |||||||
| 1102 17TH AVE S STE 303 | NASHVILLE | TN | 37212 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 | |
| NASHVILLE ZOO | |||||||
| 3777 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $1,850 | |
| SAFE HAVEN | |||||||
| 1471 US HIGHWAY 20 | W ELIZABETH | IL | 610289461 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 | |
| SILOAM HEALTH | |||||||
| 820 GALE LN | NASHVILLE | TN | 372043012 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $14,500 | |
| SWAN BALL | |||||||
| C/O GENSPRING FAMILY OFFICES 13-15 | NEW YORK | NY | 10019 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $3,500 | W 54TH |
| TENNESSEE LAND TRUST | |||||||
| 4000 FRANKLIN PIKE | NASHVILLE | TN | 372043512 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 | |
| UNICEF USA | |||||||
| 125 MAIDEN LANE 10TH FL | NEW YORK | NY | 10038 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 | |
| UNITED WAY OF WESTCHESTER & PUTNAM | |||||||
| 36 CENTRAL PARK AVENUE | WHITE PLAINS | NY | 10606 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 | |
| UNIVERSITY OF NASHVILLE | |||||||
| 4001 HARDING PIKE | NASHVILLE | TN | 372051956 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $10,000 | |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PL PMB 406310 | NASHVILLE | TN | 372406310 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $5,000 | |
| VANDERBILTS CHILDREN HOSPITAL | |||||||
| 2200 CHILDRENS WAY | NASHVILLE | TN | 37232 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $27,500 | |
| WORLD WILDLIFE | |||||||
| 1250 24TH STREET NW PO BOX 97180 | WASHINGTON | DC | 20090 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $382,580 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,843 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,710 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $304,553 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $304,553 | 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 | WILLIAM F MAJORS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 CHICKERING ROAD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,185,335 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | DONATED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,185,335 | FairMarketValueAmt |
| Received | 2019-12-12 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $769,073 | EOYBookValueAmt |
| EOYFMV | $766,367 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $8,857,365 | EOYBookValueAmt |
| EOYFMV | $11,786,151 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $20,537 | $20,537 | $0 |
| BANK CHARGES | $80 | $80 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $428,504 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $5,023 | $5,023 | $0 |
| FEDERAL TAXES | $1,238 | $1,238 | $0 |
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