TWEED FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TWEED FAMILY FOUNDATION INC (EIN 83-0976486)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349105656
- Schema version
- 2018v3.1
- 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 Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T01:18:05-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Group Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1321 Murfreesboro Pike Ste 610 | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 A Tweed | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William G McRay | PreparerPersonNm |
| Phone | 6153619445 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.149.108.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 14:42:20 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B90D1BF994BCE47AE241C20D4DA3A55BE7C81AB4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B90D1BF994BCE47AE241C20D4DA3A55BE7C81AB4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,862,575 | 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 | $5,002,819 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $43,973 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $418,146 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,341 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,173,133 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,314 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $7,896 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $700 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,396 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,196 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,196 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,159,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $159,457 | CashEOYAmt |
| Cash EOYFMV | $159,457 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $2,295,113 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,297,815 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $2,049,304 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,405,303 | CorporateStockEOYFMVAmt |
| Total Assets EOY | $4,503,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,862,575 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $4,757 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $4,757 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted EOY | $4,499,117 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,499,117 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,503,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $5,159,737 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,159,737 | SubtotalAmt |
| Other Decreases | $660,620 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,499,117 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2500 Shares - BANK OF AMERICA CORP | D | 2018-10-08 | 2018-10-12 | $74,004 | $37,262 | $36,742 | $36,742 |
| 2000 Shares - KELLOGG CO | D | 2018-10-18 | 2018-10-18 | $139,789 | $125,040 | $14,749 | $14,749 |
| 10 Shares - CALL JPMORGAN Chase Co | D | 2018-10-12 | 2018-12-07 | $1,140 | $340 | $800 | $800 |
| 10 Shares - CALL JPMORGAN CHASE CO | D | 2018-10-08 | 2018-12-17 | $1,140 | $150 | $990 | $990 |
| 1000 Shares - JPMORGAN CHASE CO | D | 2018-10-08 | 2018-12-07 | $103,268 | $64,937 | $38,331 | $38,331 |
| 1000 Shares - JPMORGAN CHASE CO | D | 2018-10-08 | 2018-12-17 | $98,805 | $64,076 | $34,729 | $34,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,341 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $126,341 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,262 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,262 | SubtotalAmt |
| Tax Based On Investment Income | $3,262 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,173 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,173 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,173 | OriginalReturnTaxPaidAmt |
| Tax Due | $2,089 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None at this time. | 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 | Greeneville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37744 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| John Tweed | ||||||
| 129 Glenfield Trail | Greeneville | TN | 37745 | President | 002.00 | $0 |
| Kimberly Tweed | ||||||
| 129 Glenfield Trail | Greeneville | TN | 37745 | Treasurer / Secretary | 002.00 | $0 |
| Joseph Tweed | ||||||
| 129 Glenfield Trail | Greeneville | TN | 37745 | Director | 001.00 | $0 |
| Gypsy Tweed | ||||||
| 1507 Sun Valley Drive | Greeneville | TN | 37745 | Director | 001.00 | $0 |
| Taylor Harmon | ||||||
| 404 Montaigne Court | Greeneville | TN | 37745 | Director | 001.00 | $0 |
| Bridget Lollar | ||||||
| 204 Galway Court | Greeneville | TN | 37745 | Director | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | In 2018 the foundation laid the groundwork to launch it's programs in the 2019 tax year. To date no persons have benefited. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | The management and administrative costs incurred to operate the foundation, directly support, and are necessary to carry out the charitable programs and activities conducted by the foundation. | Description2Txt |
| Expenses2 | $6,200 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,825,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,932,775 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,932,775 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,888,783 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,439 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,439 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,262 | TotalTaxAmt |
| Distributable Before Adj | $141,177 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $141,177 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $141,177 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,177 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $6,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,200 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $134,977 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John and Kim Tweed | ContributingManagerNm |
| Shareholder Manager | Not Applicable | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | John Kim Tweed | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 Glenfield Trail | AddressLine1Txt |
| City | Greeneville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,002,819 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Formation Services | CategoryTxt |
| Amt | $5,500 | Amt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2000 shares of MO | $56,297 | $98,780 |
| 1000 shares of AIG | $42,990 | $3,941 |
| 2000 shares of AZN | $60,550 | $75,960 |
| 7500 shares of KO | $268,259 | $355,125 |
| 1282 shares of DWDP | $56,075 | $68,561 |
| 2000 shares of GIS | $62,585 | $77,880 |
| 900 shares of KMB | $100,449 | $102,546 |
| 4500 shares of NSRGY | $253,335 | $364,320 |
| 2000 shares of ORCL | $68,731 | $90,300 |
| 1000 shares of PPL | $31,965 | $28,330 |
| 5000 shares of PG | $325,454 | $459,600 |
| 500 shares of QCOM | $32,068 | $28,455 |
| 4000 shares of WFC | $193,564 | $184,320 |
| 3726 shares of SGIIX | $199,407 | $190,379 |
| 9374 shares of FPACX | $297,575 | $276,806 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book Tax Difference of Fair Market Value of Donated Stocks Prior to Donation | Desc |
| Amt | $660,620 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Licenses, Fees Dues | $700 | $700 | |
| Investment Fees | $7,196 | $7,196 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Short Call Options | Desc |
| EOY Book Value | $4,757 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Kim Tweed | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 Glenfield Trail | AddressLine1Txt |
| City | Greeneville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37745 | ZIPCd |
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