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EDITH CARELL JOHNSON FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
EDITH CARELL JOHNSON FOUNDATION (EIN 62-6314839)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-28
IRS object ID
201901489349100105
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-28T08:01:29-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621199757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LBMC PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1869AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP370241869ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN626314839EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EDITH CARELL JOHNSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDITBusinessNameControlTxt
Phone6153560991PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14407 IROQUOISAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDITH CARELL JOHNSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6153560991PhoneNum
Signature2019-05-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL GANSCHOWPreparerPersonNm
PTINP01395484PTIN
Phone6153774600PhoneNum
Preparation2019-05-28PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address8.42.53.250IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-28IPDt
IP Tm07:42:30IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0884A8E812DCBDB2472B653C9CDEFF38F697AD0CAtSubmissionCreationDeviceId
At Submission Filing Device IdAFDE505084F49E7B2BCD9E9BCFC3CBBE149BAFE5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,559,623FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,138InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,138InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$73,110DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,110DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$72,513NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$334,770GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$72,513CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$147,761TotalRevAndExpnssAmt
Total Net Invst Incm$147,761TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,400AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,806OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,806OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$13InterestRevAndExpnssAmt
Interest Net Invst Incm$13InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,572TaxesRevAndExpnssAmt
Taxes Net Invst Incm$859TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,791TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,678TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$183,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$183,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$190,791TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,678TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$185,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$43,030ExcessRevenueOverExpensesAmt
Net Investment Income$143,083NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$122,339SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$47,204SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$47,204SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,669,987CorporateStockBOYAmt
Corporate Stock EOY$1,661,409CorporateStockEOYAmt
Corporate Stock EOYFMV$1,653,605CorporateStockEOYFMVAmt
Corporate Bonds BOY$564,746CorporateBondsBOYAmt
Corporate Bonds EOY$585,757CorporateBondsEOYAmt
Corporate Bonds EOYFMV$563,050CorporateBondsEOYFMVAmt
Other Investments BOY$293,207OtherInvestmentsBOYAmt
Other Investments EOY$312,879OtherInvestmentsEOYAmt
Other Investments EOYFMV$295,764OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,650,279TotalAssetsBOYAmt
Total Assets EOY$2,607,249TotalAssetsEOYAmt
Total Assets EOYFMV$2,559,623TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,650,279RetainedEarningBOYAmt
Retained Earning EOY$2,607,249RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,650,279TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,607,249TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,650,279TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,607,249TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,650,279TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$43,030ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,607,249SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,607,249TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS #71724-6P$7,173$7,033$140$140
GOLDMAN SACHS #71724-6P$281,404$255,224$26,180$26,180
CAPITAL GAINS DIVIDENDSP$46,193$46,193$46,193
FieldValueIRS element (for citing)
Capital Gain Net Income$72,513CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,900AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,863,685NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.005901DistributionYr1Rt
Adjusted Qlfy Distri Yr2$18,300AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,547,577NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.007183DistributionYr2Rt
Adjusted Qlfy Distri Yr3$63,200AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,610,004NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.024215DistributionYr3Rt
Adjusted Qlfy Distri Yr4$316,771AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,720,538NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.116437DistributionYr4Rt
Adjusted Qlfy Distri Yr5$297,619AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,983,292NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.099762DistributionYr5Rt
Total Distribution0.253498TotalDistributionRt
Average Distribution0.050700AverageDistributionRt
Net Vl Noncharitable Assets$2,899,973NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$147,029AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,431NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$148,460AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$185,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,431InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,431SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,431TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$59EsPenaltyAmt
Tax Due$1,490TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLBMC PCIndividualWithBooksNm
Phone6153774600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 FRANKLIN RDAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDITH CARELL JOHNSON
4407 IROQUOISNASHVILLETN37205CHAIRMAN0.00$0$0$0
DAVID B JOHNSON
4407 IROQUOISNASHVILLETN37205MEMBER OF BOARD0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,815,274AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$128,861AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,944,135TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,944,135AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,162CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,899,973NetVlNoncharitableAssetsAmt
Minimum Investment Return$144,999MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$144,999MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,431TaxBasedOnInvestmentIncomeAmt
Total Tax$1,431TotalTaxAmt
Distributable Before Adj$143,568DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$143,568DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$143,568DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$185,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$185,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,431PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$183,969AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$143,568DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$148,780ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$181,766ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$330,546TotalExcessDistributionCyovAmt
Qualifying Distributions$185,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$143,568AppliedToCurrentYearAmt
Remaining Distri From Corpus$41,832RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$372,378TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$148,780ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$223,598ExcessDistriCyovToNextYrAmt
Excess From Year4$181,766ExcessFromYear4Amt
Excess From Current Year$41,832ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDITH CARELL JOHNSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHEEKWOOD
1200 FORREST PARK DRIVENASHVILLETN37205NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSES$3,500
ENSWORTH SCHOOL
211 ENSWORTH AVENUENASHVILLETN37205NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSES$1,000
FRIST CENTER FOR THE VISUAL ARTS
919 BROADWAYNASHVILLETN372033822NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSES$10,000
GIVE AND GO
7201 CHARLOTTE PIKE APT 115NASHVILLETN372095062NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSES$10,000
NANTUCKET CONSERVATION FOUNDATION
PO BOX 13NANTUCKETMA02554NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSES$126,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STREETNANTUCKETMA02554NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSES$25,000
SEWANEE THE UNIVERSITY OF THE SOUTH
735 UNIVERSITY AVENUESEWANEETN37383NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSES$5,000
THE NASHVILLE ZOO
377 NOLENSVILLE ROADNASHVILLETN37211NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSES$1,500
SOUTH CUMBERLAND COMMUNITY FUND
322 W MAIN STMONTEAGLETN37356NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$183,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,138ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,110ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$72,513ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$147,761ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$147,761TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,400DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS #724-6 - FIXED INCOMEBondNm
EOY Book Value$585,757EOYBookValueAmt
EOYFMV$563,050EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS #724-6 - PUBLIC EQUITYStockNm
EOY Book Value$1,661,409EOYBookValueAmt
EOYFMV$1,653,605EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGOLDMAN SACHS #724-6 - OTHERCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$312,879BookValueAmt
EOYFMV$295,764EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$3,806Amt
Net Investment Income$3,806NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$859$859$0
TAXES$713$0$0

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