DAN AND MARGARET MADDOX CHARITABLE FUND: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DAN AND MARGARET MADDOX CHARITABLE FUND (EIN 23-7017790)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-28
- IRS object ID
- 201933019349100678
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-28T15:26:02-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SECOND AVENUE S SUITE 1240 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37201 | 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 | 237017790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAN AND MARGARET MADDOX CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANA | BusinessNameControlTxt |
| Phone | 6153851006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TAYLOR STREET NO A-20 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILL MARTIN | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 6153851006 | PhoneNum |
| Signature | 2019-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN T DOLAN | PreparerPersonNm |
| PTIN | P00666397 | PTIN |
| Phone | 6153836592 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.142.180.173 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-23 | IPDt |
| IP Tm | 17:43:40 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E26D19ED885E50BFCDAE9AF16C619C5EC05C12D5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,146,995 | 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 | $150,496 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $150,496 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $811,904 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $811,904 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,257,134 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,309,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,083,710 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $219,033 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $312,017 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,438,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,358,127 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $208,156 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185,656 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,057 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,983 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,998 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,517 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $71,432 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44,529 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,519 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,340 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $12,720 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,812 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,242 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,406 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $691,903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $640,460 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,647 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,077,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $684,989 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $289,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,084,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,084,440 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,161,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $684,989 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,373,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$723,321 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,673,138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $425,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $900,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $900,755 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,805,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,104,944 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,144,201 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $374,344 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $36,239,711 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,322,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,101,665 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,790 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,416 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,714 | LandBOYAmt |
| Land EOY | $374 | LandEOYAmt |
| Land EOYFMV | $374 | LandEOYFMVAmt |
| Total Assets BOY | $40,846,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,328,252 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,146,995 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $40,846,436 | CapitalStockBOYAmt |
| Capital Stock EOY | $40,328,252 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,846,436 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,328,252 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,846,436 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,328,252 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,846,436 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$723,321 | ExcessRevenueOverExpensesAmt |
| Other Increases | $205,137 | OtherIncreasesAmt |
| Subtotal | $40,328,252 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,328,252 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1554.847 SH VANGUARD INSTITUTIONAL INDEX FUND | P | 2011-08-01 | 2018-01-31 | $400,000 | $183,270 | $216,730 | $216,730 |
| 17381.228 SHS GMO QUALITY FUND | P | 2018-01-30 | 2018-01-31 | $450,000 | $417,497 | $32,503 | $32,503 |
| 626.424 SH VANGUARD EXTENDED MARKET INDEX FUND | P | 2016-10-28 | 2018-01-31 | $55,000 | $41,526 | $13,474 | $13,474 |
| 14048 SH DTC INTERNATIONAL EQUITY COMMON | P | 2018-02-06 | $455,000 | $380,940 | $74,060 | $74,060 | |
| 498.683 SH VANGUARD INSTITUTIONAL INDEX FD | P | 2017-01-30 | 2018-02-28 | $125,000 | $103,661 | $21,339 | $21,339 |
| 9494.580 SH FINTAN INVESTMENTS | P | 2018-02-28 | $9,495 | $29,585 | -$20,090 | -$20,090 | |
| 16236.867 SH VANGUARD TOTAL BOND MARKET INDEX FUND | P | 2011-08-01 | 2018-02-28 | $170,000 | $176,332 | -$6,332 | -$6,332 |
| 879.972 SH VANGUARD EXTENDED MARKET INDEX FUND | P | 2017-02-03 | 2018-02-28 | $75,000 | $66,060 | $8,940 | $8,940 |
| 5919.495 SH GMO QUALITY FUND | P | 2018-02-27 | 2018-02-28 | $150,000 | $142,186 | $7,814 | $7,814 |
| 14134.128 SH DTC INTERNATIONAL EQUITY COMMON | P | 2016-08-31 | 2018-03-06 | $435,000 | $386,319 | $48,681 | $48,681 |
| 6,322.317176 SH WINSTON GLOBAL FUND LTD | P | 2008-03-31 | 2018-04-09 | $1,650,000 | $817,519 | $832,481 | $832,481 |
| 464.552 SH VANGUARD INSTITUTIONAL INDEX FUND | P | 2017-06-16 | 2018-06-29 | $115,000 | $103,391 | $11,609 | $11,609 |
| 18282.570 SH VANGUARD TOTAL BOND MARKET | P | 2018-06-29 | $190,687 | $198,012 | -$7,325 | -$7,325 | |
| 2588.451 SH RIVERNORTH MARKETPLACE LENDING CORP | P | 2017-11-24 | 2018-07-12 | $60,233 | $65,125 | -$4,892 | -$4,892 |
| 21806.167 SH RIVERNORTH MARKETPLACE | P | 2017-11-24 | 2018-10-11 | $495,000 | $548,643 | -$53,643 | -$53,643 |
| 603.938 SH VANGUARD EXTENDED MARKET INDEX FUND | P | 2017-02-27 | 2018-10-31 | $50,000 | $46,479 | $3,521 | $3,521 |
| 715.308 SH VANGUARD INSTITUTIONAL INDEX FUND | P | 2018-10-31 | $175,000 | $156,123 | $18,877 | $18,877 | |
| 25201.613 SH LAZARD EMERGING MARKETS CORE EQUITY | P | 2018-01-30 | 2018-10-31 | $250,000 | $316,208 | -$66,208 | -$66,208 |
| 55299.539 SH TORTOISE MLP & PIPELINE FUND | P | 2018-12-31 | $600,000 | $718,581 | -$118,581 | -$118,581 | |
| K-1: METROPOLITAN REAL ESTATE PARTNERS SECONDARY | P | 2018-12-31 | $28,180 | $28,180 | $28,180 | ||
| K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP | P | 2018-12-31 | $69,193 | $69,193 | $69,193 | ||
| K-1: METROPOLITAN REAL ESTATE PARTNERS GLOBAL V, LP | P | 2018-12-31 | $28 | $28 | $28 | ||
| K-1: INTERNATIONAL EQUITY COMMON TRUST FUND | P | 2018-12-31 | $513,130 | $513,130 | $513,130 | ||
| K-1: INTERNATIONAL EQUITY COMMON TRUST FUND | P | 2018-12-31 | $62,341 | -$62,341 | -$62,341 | ||
| K-1: DTC SHORT DURATION FIXED INCOME CTF | P | 2018-12-31 | $2,907 | -$2,907 | -$2,907 | ||
| K-1: DTC SHORT DURATION FIXED INCOME CTF | P | 2018-12-31 | $1,559 | -$1,559 | -$1,559 | ||
| K-1: DTC PRIVATE EQUITY V, LP | P | 2018-12-31 | $68,178 | $68,178 | $68,178 | ||
| K-1: DTC PRIVATE EQUITY V, LP | P | 2018-12-31 | $12,749 | $12,749 | $12,749 | ||
| K-1: DTC PRIVATE EQUITY IV, LP | P | 2018-12-31 | $1,297 | -$1,297 | -$1,297 | ||
| K-1: DTC PRIVATE EQUITY IV, LP | P | 2018-12-31 | $72,648 | $72,648 | $72,648 | ||
| K-1: CORE FIXED INCOME CTF | P | 2018-12-31 | $12,075 | -$12,075 | -$12,075 | ||
| K-1: CORE FIXED INCOME CTF | P | 2018-12-31 | $15,800 | -$15,800 | -$15,800 | ||
| METRO RE SCIF FLOWERS | P | 2018-12-31 | $26,441 | $26,441 | $26,441 | ||
| 5144.03 SH RIVERPARK SHORT TERM HIGH YIELD FUND | P | 2018-12-31 | $50,000 | $50,410 | -$410 | -$410 | |
| 2136.752 SH LOOMIS SAYLES SENIOR | P | 2018-01-30 | 2018-12-31 | $20,000 | $21,261 | -$1,261 | -$1,261 |
| 16573.697 SH DTC CORE FIXED INCOME | P | 2018-04-30 | 2018-12-31 | $150,000 | $160,937 | -$10,937 | -$10,937 |
| CAPITAL GAINS DIVIDENDS | P | $388,792 | $388,792 | $388,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,083,710 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,350,411 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,971,704 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050039 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,365,488 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,640,034 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051829 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,364,389 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $47,161,382 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050134 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,710,625 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,694,716 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035130 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,324,211 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $47,807,609 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048616 | DistributionYr5Rt |
| Total Distribution | 0.235748 | TotalDistributionRt |
| Average Distribution | 0.047150 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,828,190 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,255,099 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,731 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,281,830 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,373,980 | 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 | $26,731 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,731 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,731 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,587 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,587 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,856 | OverpaymentAmt |
| Applied To ES Tax | $17,856 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.MADDOXCHARITABLEFUND.ORG | WebsiteAddressTxt |
| Individual With Books | REV MARY K FRISKICS-WARREN | IndividualWithBooksNm |
| Phone | 6154818787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TAYLOR STREET A-20 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37208 | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| MARY K FRISKICS-WARREN | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | EXECUTIVE DIRECTOR | 40.00 | $0 | $0 | $0 |
| DAVID ESQUIVEL | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | PAST CHAIR | 1.00 | $0 | $0 | $0 |
| LISA WILTSHIRE | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KAY SIMMONS | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAUREN BRISKY | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GREG BURNS | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILL MARTIN | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRENDA WYNN | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | CHAIR | 2.00 | $0 | $0 | $0 |
| SALLIE BAILEY | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE- VICE CHAIR | 2.00 | $0 | $0 | $0 |
| MAC PIRKLE | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JACKY AKBARI | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FORREST HARRIS | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MOLLIE SEHRING | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMIE SOCHOVKA | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID ANDERSON | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSEPH GUTIERREZ | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | PROGRAM ASSOCIATE | 2.00 | $0 | $0 | $0 |
| HASINA MOHYUDDIN | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIVERSIFIED TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO AMERICAN CENTER 3100 WEST END | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372031464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $175,516 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $47,085,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,471,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,556,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,556,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $728,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,828,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,391,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,391,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,731 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,731 | TotalTaxAmt |
| Distributable Before Adj | $2,364,679 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,364,679 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,364,679 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,373,980 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,373,980 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $26,731 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,347,249 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,364,679 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $529,287 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,373,980 | QualifyingDistributionsAmt |
| Applied To Year1 | $529,287 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,844,693 | 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 | $519,986 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAN AND MARGARET MADDOX CHARITABLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TAYLOR STREET SUITE A -20 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6153851006 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION IS FILED ONLINE AT WWW.MADDOXCHARITABLEFUND.ORG ONLINE APPLICATION INCLUDES: ORGANIZATION HISTORY, PROGRAM DESCRIPTIONS, OUTCOMES AND BUDGET (ON REQUIRED FORM). ALL APPLICANTS ARE REQUIRED TO HAVE AN UP-TO-DATE GIVINGMATTERS.COM PROFILE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15 OF EACH YEAR. SEE WEB SITE AT WWW.MADDOXCHARITABLEFUND.ORG FOR MORE DETAILS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MIDDLE TENNESSEE COUNTIES IN THE AREAS OF EDUCATION, LOW INCOME YOUTH AND PROGRAMS THAT SUPPORT AND PROTECT WILDLIFE HABITATS, ESPECIALLY THOSE IMPORTANT FOR HUNTING AND FISHING. A DETAILED FREQUENTLY ASKED QUESTIONS IS ON THE WEB SITE AT WWW.MADDOXCHARITABLEFUND.ORG DURING THE GRANT SEASON. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF MIDDLE TENNESSEE | ||||||||
| P O BOX 140789 | NASHVILLE | TN | 37214 | NONE | PUBLIC | TO SUPPORT THE 100 KINGS PROGRAM TO SUPPORT YOUTH FELLOWSHIP. | $15,000 | |
| ADVENTURE SCIENCE CENTER | ||||||||
| 800 FORT NEGLEY | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT YOUTH PROGRAMMING | $500 | |
| BELMONT UNIVERSITY | ||||||||
| 1900 BELMONT BOULEVARD | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT PRESIDENTIAL SCHOLARS. | $50,000 | |
| BETHLEHEM CENTERS OF NASHVILLE | ||||||||
| 1417 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE STARS AFTERSCHOOL PROGRAM | $10,000 | |
| BIG BROTHERSBIG SISTERS OF MID-TN | ||||||||
| 1704 CHARLOTTE AVE STE 130 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $75,000 | |
| BOOK 'EM | ||||||||
| 421 GREAT CIRCLE ROAD STE 100A | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO SUPPORT THE READING IS FUNDAMENTAL PROGRAM AND CAPACITY BUILDING. | $8,500 | |
| BOYS GIRLS CLUB OF MAURY CO | ||||||||
| 210 W 8TH ST | COLUMBIA | TN | 38401 | NONE | PUBLIC | TO SUPPORT THE MADDOX ACADEMIC CASE MANAGEMENT PROGRAM | $20,000 | |
| CENTER FOR NONPROFIT MANAGEMENT | ||||||||
| 37 PEABODY ST STE 201 | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT THE FUND FOR EXCELLENCE AND SALUTE TO EXCELLENCE. | $34,850 | |
| COMMUNITIES IN SCHOOLS OF TENNESSEE | ||||||||
| 401 COMMERCE ST PENTHOUSE | NASHVILLE | TN | 37219 | NONE | PUBLIC | TO PROVIDE SUPPORT FOR IMPROVING DISADVANTAGE STUDENT OUTCOMES | $57,000 | |
| COMMUNITY FOUNDATION OF MIDDLE TN | ||||||||
| 3833 CLEGHORN AVE | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT GIVINGMATTERS.COM. | $8,750 | |
| CONEXION AMERICAS | ||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT ESCALERA PROGRAM, DIRECTOR SEARCH AND ECA LEADERSHIP DEVELOPMENT. | $50,000 | |
| CROSSROADS PETS- SHOPS ADOPT | ||||||||
| 707 MONROE STREET | NASHVILLE | TN | 37208 | NONE | PUBLIC | TO SUPPORT JOB TRAINING AND EMPLOYMENT PROGRAM FOR YOUTH | $50,000 | |
| CUMBERLAND RIVER COMPACT | ||||||||
| 2 VICTORY AVENUE STE 300 | NASHVILLE | TN | 37213 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $15,000 | |
| EAST NASHVILLE HOPE EXCHANGE | ||||||||
| 419 WOODLAND STREET | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO SUPPORT THE SUMMER LITERACY PROGRAM. | $12,000 | |
| EDGEHILL NEIGHBORHOOD PARTNERSHIP | ||||||||
| 1414 EDGEHILL AVENUE | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT THE SPOT: BUILDING YOUNG WOMEN'S FUTURES | $15,000 | |
| EQUAL CHANCE FOR EDUCATION | ||||||||
| 700 BELLE MEADE BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO SUPPORT EDUCATION OPPORTUNITIES FOR UNDOCUMENTED STUDENTS IN TENNESSEE | $25,500 | |
| FIFTYFORWARD | ||||||||
| 174 RAINS AVE | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE FRIENDS LEARNING IN PAIRS (FLIP) PROGRAM. | $35,000 | |
| FRANKTOWN OPEN HEARTS | ||||||||
| 1095 WEST MCEWEN | FRANKLIN | TN | 37067 | NONE | PUBLIC | TO SUPPORT THE FRANKTOWN YOUTH WILDLIFE APPRECIATION REWARDS PROGRAM | $6,000 | |
| GALLATIN SHALOM ZONE | ||||||||
| 600 SMALL STREET | NASHVILLE | TN | 37066 | NONE | PUBLIC | TO SUPPORT THE ACHIEVEMENT IN THE MAKING PROGRAM. | $20,000 | |
| GIRL SCOUTS OF MIDDLE TENNESSEE | ||||||||
| 4522 GRANNY WHITE PIKE | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO SUPPORT THE L.E.A.D. PROGRAM FOR LOW-INCOME GIRLS. | $25,500 | |
| GOVERNOR'S BOOKS FROM BIRTH FOUNDAT | ||||||||
| 312 ROSA PARKS AVE | NASHVILLE | TN | 37243 | NONE | PUBLIC | TO SUPPORT DOLLY PARTON'S IMAGINATION LIBRARY IN MIDDLE TENNESSEE. | $25,000 | |
| GRACE M EATON CHILDCARE | ||||||||
| 1708 PEARL STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE STEAM ROLLERS AFTERSCHOOL & SUMMER CAMP PROGRAMS. | $12,500 | |
| GRANTMAKERS CONCERNED WITH IMMIGRAN | ||||||||
| PO BOX 1100 | SEBASTOPOL | CA | 95473 | NONE | PUBLIC | TO SUPPORT GENERAL OPERATIONS | $2,500 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZAT | ||||||||
| 1725 DESCALES STREET NW SUITE 404 | WASHINGTON | DC | 20036 | NONE | PUBLIC | TO SUPPORT GENERAL OPERATIONS. | $1,280 | |
| HANDS ON NASHVILLE | ||||||||
| 209 10TH AVE SOUTH STE 511 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE MARY CATHERINE STROBEL AWARDS | $1,500 | |
| HANDS ON NASHVILLE | ||||||||
| 209 10TH AVE SOUTH STE 318 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT PROFESSIONAL DEVELOPMENT FOR AMERICORPS MEMBERS. | $50,250 | |
| HARPETH RIVER WATERSHED ASSOCIATION | ||||||||
| PO BOX 1127 | FRANKLIN | TN | 37065 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $15,000 | |
| HARVEST HANDS COMMUNITY DEVELOPMENT | ||||||||
| 424 HUMPHREYS ST | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE ELEMENTARY AFTERSCHOOL PROGRAM. | $15,000 | |
| HOMEWORK HOTLINE | ||||||||
| 4805 PARK AVENUE | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $30,000 | |
| HORIZONS UNIVERSITY SCHOOL OF NASHV | ||||||||
| 2000 EDGEHILL AVENUE | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT HORIZONS AT UNIVERSITY SCHOOL OF NASHVILLE | $25,000 | |
| KING'S DAUGHTERS CHILD DEVELOPEMENT | ||||||||
| 590 N DUPONT STREET | MADISON | TN | 37215 | NONE | PUBLIC | TO SUPPORT SETTING THE STAGE FOR LEARNING. | $10,000 | |
| KIPP EAST NASHVILLE PREPARATORY | ||||||||
| 123 DOUGLAS ST | NSAHVILLE | TN | 37207 | NONE | PUBLIC | TO SUPPORT THE KIPP THROUGH COLLEGE PROGRAM. | $10,000 | |
| LEWIS COUNTY HISTORICAL SOCIETY | ||||||||
| 108 EAST MAIN ST | HOHENWALD | TN | 38462 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $8,000 | |
| LIPSCOMB UNIVERSITY | ||||||||
| ONE UNIVERSITY PARK DRIV | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO SUPPORT THE PIONERO SCHOLARS PROGRAM TO INCREASE TEACHER DIVERSITY IN MNPS | $15,000 | |
| MARTHA O'BRYAN CENTER | ||||||||
| 711 SOUTH 7TH STREET | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO SUPPORT THE ACADEMIC STUDENT UNION POST SECONDARY SUCCESS PIPELINE. | $75,000 | |
| MCNEILLY CENTER FOR CHILDREN INC | ||||||||
| 400 MERIDIAN ST | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO SUPPORT THE PRE-KINDERGARTEN PROGRAM. | $30,000 | |
| MIDDLE TN COUNCIL BOY SCOUTS OF AME | ||||||||
| 3414 HILLSBORO PIKE | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT THE SCOUTREACH PROGRAM. | $25,000 | |
| MONROE HARDING INC | ||||||||
| 1120 GLENDALE LANE | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO SUPPORT FOSTER CARE SERVICES AND TRANSITIONAL AGE SERVICES. | $35,000 | |
| NASHVILLE AREA CHAMBER OF COMMERCE | ||||||||
| 211 COMMERCE STREET SUITE 100 | NASHVILLE | TN | 37201 | NONE | PUBLIC | TO SUPPORT GENERAL OPERATIONS. | $500 | |
| NASHVILLE CIVIC DESIGN CENTER | ||||||||
| 138 2ND AVENUE NORTH | NASHVILLE | TN | 37201 | NONE | PUBLIC | TO SUPPORT THE DESIGN YOUR NEIGHBORHOOD PROGRAM. | $10,000 | |
| NASHVILLE FREEDOM SCHOOL PARTNERSHI | ||||||||
| 104 FITZPATRICK COURT | NASHVILLE | TN | 37214 | NONE | PUBLIC | TO SUPPORT WE ARE FREEDOM SCHOOL! OUR STORIES! | $15,000 | |
| NASHVILLE INTERNATIONAL CENTER FOR | ||||||||
| 3221 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT THE YOUTH IMPACT PROGRAM. | $25,000 | |
| NASHVILLE PUBLIC EDUCATION FOUNDATI | ||||||||
| 1207 18TH AVENUE SOUTH SUITE 202 | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT THE NASHVILLE EARLY LITERACY STRATEGY TO SUPPORT PROFESSIONAL DEVELOPMENT FOR BRINGING BOOKS TO LIFE AND NASHVILLE AFTERZONE ALLIANCE. | $100,000 | |
| NASHVILLE PUBLIC LIBRARY FOUNDATION | ||||||||
| 615 CHURCH STREET | NASHVILLE | TN | 37219 | NONE | PUBLIC | TO SUPPORT THE PROFESSIONAL DEVELOPMENT FOR BRINGING BOOKS TO LIFE! AND NAZA. | $40,000 | |
| NATIONS MINISTRY CENTER | ||||||||
| PO BOX 128154 | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT THE NATIONS ACADEMY YOUTH LITERACY PROGRAM | $15,000 | |
| NATURE CONSERVANCY TENNESSEE CHAPTE | ||||||||
| 2021 21ST AVE SOUTH | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT FOR THE WATER INITIATIVE | $15,000 | |
| OASIS CENTER | ||||||||
| 1704 CHARLOTTE AVE STE 200 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT CORE MISSION, DESIGN WORKSHOP FOR YOUTH LEADERSHIP AND BUILDING BRIDGES. | $100,000 | |
| OPERATION ANDREW GROUP INC | ||||||||
| 95 WHITE BRIDGE RD STE 506 | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO SUPPORT THE UNITED4HOPE PARTNERSHIP WITH MNPS HIGH PRIORITY SCHOOLS. | $15,000 | |
| PARKS AT KIMBRO STATION INC | ||||||||
| 5333 HICKORY HOLLOW PARKWAY | ANTIOCH | TN | 37013 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $50,000 | |
| PENCIL FOUNDATION | ||||||||
| 421 GREAT CIRCLE ROAD STE 100 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT. | $40,000 | |
| PLANT THE SEED | ||||||||
| 710 PORTER ROAD | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO SUPPORT GROWING TOGETHER. | $15,000 | |
| PROJECT TRANSFORMATION | ||||||||
| 522 RUSSELL ST | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO SUPPORT THE AFTERSCHOOL LITERACY PROGRAM | $10,000 | |
| RICHLAND CREEK WATERSHED ALLIANCE R | ||||||||
| PO BOX 92016 | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $15,000 | |
| ROCK THE STREET WALL STREET | ||||||||
| 3523 TRIMBLE ROAD | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT YOUTH PROGRAMMING. | $500 | |
| SAFE HAVEN FAMILY SHELTER | ||||||||
| 1234 THIRD AVENUE SOUTH | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT THE SUMMER ENRICHMENT EXPERIENCE FOR DESERVING STUDENTS (SEEDS) PROGRAM. | $10,000 | |
| SALAMA URBAN MINISTRIES | ||||||||
| 1205 8TH AVENUE SOUTH | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE SALAMA INSTITUTE. | $37,000 | |
| SECOND HARVEST | ||||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO SUPPORT THE BACKPACK PROGRAM | $50,000 | |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | ||||||||
| 50 HURT PLAZA STE 350 | ATLANTA | GA | 30303 | NONE | PUBLIC | TO SUPPORT GENERAL OPERATIONS. | $5,510 | |
| SOUTHERN WORD INC | ||||||||
| 1704 CHARLOTTE AVENUE SUITE 200 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $20,300 | |
| ST LUKE'S COMMUNITY HOUSE | ||||||||
| 5601 NEW YORK AVE | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT ST. LUKE'S YOUTH EDUCATION PROGRAM | $15,000 | |
| STARS | ||||||||
| 1704 CHARLOTTE AVE | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT RESTORATIVE PRACTICE SUPPORT | $10,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 220 ATHENS WAY STE 300 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO SUPPORT TEACHER LEADERSHIP DEVELOPMENT. | $60,000 | |
| TENNESSEE ENVIRONMENTAL COUNCIL | ||||||||
| ONE VANTAGE WAY STE E-250 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $15,000 | |
| TENNESSEE IMMIGRANT AND REFUGEE RIG | ||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT, YOUTH ORGANIZING AND FELLOWSHIP OPPORTUNITY. | $50,500 | |
| TENNESSEE JUSTICE FOR OUR NEIGHBORS | ||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT PROTECTING VULNERABLE IMMIGRANT YOUTH | $25,000 | |
| TENNESSEE PARKS AND GREENWAY FOUNDA | ||||||||
| 117 30TH AVENUE SOUTH | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT THE WILDLIFE HABITAT CONSERVATION ASSISTANCE FUND | $30,000 | |
| TENNESSEE STATE UNIVERSITY FOUNDATI | ||||||||
| 3500 JOHN A MERRITT BLVD CAMPUS BOX | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT THE TSU SUMMER EXCELLENCE PROGRAM FOR STEM AWARENESS & COLLEGE PREPARATION. | $5,000 | 9542 |
| TENNESSEE WILDLIFE FEDERATION | ||||||||
| 300 ORLANDO AVE STE 200 | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $75,000 | |
| TENNESSEE WILDLIFE RESOURCES FOUNDA | ||||||||
| 5000 LINBAR DRIVE STE 265 | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT TENNESSEE OUTDOOR YOUTH SUMMIT (TOYS) | $45,000 | |
| THE FIND FAMILIES IN NEED OF DIRECT | ||||||||
| 2787 SMITH SPRINGS ROAD | NASHVILLE | TN | 37217 | NONE | PUBLIC | TO SUPPORT EMPOWERED TO F.L.Y./REBUILD TO F.L.Y. (FOREVER LOVE YOURSELF) | $10,000 | |
| THE LAND TRUST FOR TENNESSEE | ||||||||
| 209 10TH AVE SOUTH STE 511 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE OPERATING SUPPORT. | $50,000 | |
| URBAN HOUSING SOLUTIONS INC | ||||||||
| 822 WOODLAND STREET | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO SUPPORT THE FISK COURT OUTDOOR REFRESH | $6,000 | |
| VANGUARD CHARITABLE ENDOWMENT PROGR | ||||||||
| 2670 WARWICK AVENUE | WARWICK | RI | 02889 | NONE | PUBLIC | TO FUND VANGUARD DONOR ADVISED FUND | $50,000 | |
| WAYNE REED CHRISTIAN CHILDCARE CENT | ||||||||
| 11B LINDSLEY AVE | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT THE PRE-K PROGRAM. | $5,000 | |
| WORKERS' DIGNITY PROJECT | ||||||||
| 335 WHITSETT ROAD | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT YOUTH ORGANIZING THE YOUTH APPRENTICESHIP PROGRAM. | $17,500 | |
| YOUNG MEN'S CHRISTIAN ASSOC OF MID- | ||||||||
| 1000 CHURCH STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO PROVIDE CORE MISSION SUPPORT | $50,000 | |
| YOUTH INCORPORATED | ||||||||
| 1321 MURFREESBORO PIKE STE 521 | NASHVILLE | TN | 37217 | NONE | PUBLIC | TO SUPPORT THE YOUTH INCORPORATED HUNTING PROGRAM | $7,000 | |
| YWCA | ||||||||
| 1608 WOODMONT BLVD | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT THE GIRLS INC. PROGRAM. | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,084,440 | 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 |
| Exclusion | $150,496 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $811,904 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,257,134 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (10 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1:METRO REAL ESTATE | 531390 | -$190 | 14 | $12,668 |
| K-1: DTC SHORT DURATION | 14 | $22 | ||
| K-1: DTC PRIVATE EQ IV | 900099 | -$3,707 | 14 | $31,115 |
| K-1: BROAD BASED COMSUMER | 14 | |||
| K-1: METROPOLITAN REAL ESTATE SECONDARY | 531390 | -$11,903 | 14 | $192,168 |
| K-1: CORE FIXED INCOME CTF | 14 | $1,407 | ||
| K-1: DTC PRIVATE EQ V | -$36,930 | 14 | $53,737 | |
| K-1: DTC PRIVATE EQ VI | 14 | -$12,180 | ||
| K-1: AEW PARTNERS FUND VIII FEEDER LP | 900099 | -$40,254 | 14 | -$33,062 |
| UBS AG JERSEY E TRACS | 14 | $66,142 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$92,984 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,531,551 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,438,567 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INSTITUTIONAL INDEX FD | $2,008,301 | $2,916,460 |
| VANGUARD EXTENDED MARKET INDEX FUND | $1,096,643 | $1,227,741 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DTC INTERNATIONAL EQUITY COMMON TRUST FUND | AT COST | $9,203,524 | $8,340,886 |
| WINSTON GLOBAL | AT COST | $2,162,015 | $6,101,247 |
| UBS E-TRACS ALERIAN INFRASTR | AT COST | $1,053,187 | $815,631 |
| METRO REAL ESTATE PARTNERS GLOBAL V, LP | AT COST | $384,316 | $547,365 |
| DTC PRIVATE EQUITY IV, LP | AT COST | $1,980,000 | $2,617,305 |
| RIVERPARK SHORT TERM HIGH YIELD FUND | AT COST | $885,175 | $868,836 |
| DTC SHORT DURATION FIXED INCOME | AT COST | $881,062 | $866,627 |
| DTC CORE FIXED INCOME CTF | AT COST | $2,745,866 | $2,655,490 |
| LAZARD EMERGING MARKETS CORE EQUITY PORTFOLIO INST. | AT COST | $1,773,546 | $1,723,813 |
| TORTOISE MLP & PIPELINE FUND - INS. | AT COST | $1,100,496 | $1,005,960 |
| LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CL Y | AT COST | $1,412,671 | $1,330,165 |
| DTC PRIVATE EQUITY V-Q LP | AT COST | $3,024,000 | $3,195,027 |
| METROPOLITAN REAL ESTATE PARTNERS SCIF | AT COST | $2,033,329 | $2,642,023 |
| PALOMA INTERNATIONAL LTD | AT COST | $2,500,000 | $2,759,732 |
| METROPOLITAN REAL ESTATE SCIF FLOWER | AT COST | $3,301 | $12,111 |
| RIVERNORTH MARKETPLACE LENDING CORP | AT COST | $1,047,231 | $924,262 |
| GMO QUALITY FUND | AT COST | $2,815,267 | $2,439,129 |
| AEW PARTNERS FUN DVIII FEEDER, L.P. | AT COST | $717,193 | $656,056 |
| DTC PRIVATE EQUITY VI, LP | AT COST | $600,000 | $600,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD & COMMITTEE ACTIVITIES | $7,633 | $0 | $5,725 |
| INSURANCE | $9,852 | $0 | $7,389 |
| INVESTMENT EXPENSES | $175,516 | $175,516 | $0 |
| K-1: CORE FIXED INCOME | $6,475 | $6,475 | $0 |
| K-1: DTC PRIVATE EQUITY IV, LP | $71,270 | $71,270 | $0 |
| K-1: DTC PRIVATE EQUITY V-Q, LP | $203,540 | $203,540 | $0 |
| K-1: DTC SHORT DURATION FIXED INCOME | $2,036 | $2,036 | $0 |
| K-1: INTERNATIONAL EQUITY COMMON TRUST | $29,232 | $29,232 | $0 |
| K-1: METRO REAL ESTATE PARTNERS | $13,465 | $13,465 | $0 |
| K-1: METRO REAL ESTATE PARTNERS SECONDARY | $33,107 | $33,107 | $0 |
| MISCELLANEOUS | $18,317 | $0 | $386 |
| OFFICE EXPENSE | $15,641 | $0 | $13,147 |
| K-1: AEW PARTNERS FUND VIII FEEDER | $5,537 | $5,537 | $0 |
| K-1: DTC PRIVATE EQUITY VI-Q, LP | $100,282 | $100,282 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1:METRO REAL ESTATE | $12,478 | $12,668 | $12,478 |
| K-1: DTC SHORT DURATION | $22 | $22 | $22 |
| K-1: DTC PRIVATE EQ IV | $27,408 | $31,115 | $27,408 |
| K-1: METROPOLITAN REAL ESTATE SECONDARY | $180,265 | $192,168 | $180,265 |
| K-1: CORE FIXED INCOME CTF | $1,407 | $1,407 | $1,407 |
| K-1: DTC PRIVATE EQ V | $16,807 | $53,737 | $16,807 |
| K-1: DTC PRIVATE EQ VI | -$12,180 | -$12,180 | -$12,180 |
| K-1: AEW PARTNERS FUND VIII FEEDER LP | -$73,316 | -$33,062 | -$73,316 |
| UBS AG JERSEY E TRACS | $66,142 | $66,142 | $66,142 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP PASS-THROUGH | Desc |
| Amt | $205,137 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT SUPPORT | $1,362 | $0 | $0 |
| PAYROLL SERVICE | $1,586 | $0 | $1,467 |
| CONSULTANTS | $28,050 | $0 | $18,050 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $13,943 | $0 | $12,519 |
| FROM K-1'S: FOREIGN INCOME TAXES | $38,050 | $38,050 | $0 |
| FEDERAL INCOME TAXES PAID | $12,960 | $0 | $0 |
| FOREIGN INCOME TAX - FORM 1099 | $6,479 | $6,479 | $0 |
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