HOBSON-WOOD FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOBSON-WOOD FOUNDATION INC (EIN 62-1586595)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-05-08
- IRS object ID
- 201911289349100806
- Schema version
- 2017v2.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T10:31:32-07:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINES AND COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 AGNES RD STE 200-A | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 379196313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621586595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOBSON-WOOD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOBS | BusinessNameControlTxt |
| Phone | 8655843300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 AGNES ROAD | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY A WOOD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8655843300 | PhoneNum |
| Signature | 2018-11-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANNA S HUBBS | PreparerPersonNm |
| PTIN | P00155248 | PTIN |
| Phone | 8655843300 | PhoneNum |
| Preparation | 2019-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.73.206.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-08 | IPDt |
| IP Tm | 10:31:29 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 08A8F08BCB87EA161CCD74FD3166399174CCE3FD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1106273872CD388AFDBED68F39FDC65897F13530 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,768,836 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,247 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,247 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,566 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,486 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $75,563 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $89,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,813 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,752 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,813 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $11,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $165,560 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,681 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,681 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,750 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $2,750 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,750 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,750 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,850 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,562 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,562 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,603,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,701,843 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,701,843 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,775,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,768,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,768,836 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,775,060 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,768,836 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,775,060 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,768,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,775,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,768,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,775,060 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,364 | OtherIncreasesAmt |
| Subtotal | $1,771,686 | SubtotalAmt |
| Other Decreases | $2,850 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,768,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $75,563 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $80,049 | CostOrOtherBasisAmt |
| Gain Or Loss | -$4,486 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$4,486 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,486 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $125,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,525,681 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082389 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,606 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,259,237 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044158 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $744,035 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.119282 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,587 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $128,058 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.676155 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $191,189 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060150 | DistributionYr5Rt |
| Total Distribution | 0.982134 | TotalDistributionRt |
| Average Distribution | 0.196427 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,781,658 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $349,966 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $438 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $350,404 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $876 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $876 | SubtotalAmt |
| Tax Based On Investment Income | $876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,040 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,040 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,164 | OverpaymentAmt |
| Applied To ES Tax | $1,164 | AppliedToESTaxAmt |
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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JANNA HUBBS | IndividualWithBooksNm |
| Phone | 8655843300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 AGNES ROAD | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37919 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JANNA HUBBS | ||||||||
| 405 AGNES ROAD | KNOXVILLE | TN | 37919 | SECRETARY | 2.00 | $0 | $0 | $0 |
| TAMMY KAOUSIAS | ||||||||
| 2945 KENILWORTH LANE | KNOXVILLE | TN | 37917 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIMBERLY A WOOD | ||||||||
| 8220 MARTIN MILL PIKE | KNOXVILLE | TN | 37920 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| DANNY PRESSLEY | ||||||||
| 9202 S NORTHSHORE DRIVE SUITE 101 | KNOXVILLE | TN | 37922 | DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,687,397 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,312 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,808,790 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,808,790 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,781,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,083 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $876 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $876 | TotalTaxAmt |
| Distributable Before Adj | $88,207 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $88,207 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $88,207 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $86,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $86,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,207 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $73,592 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $1,953 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $80,510 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,280 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $125,700 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $260,443 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,500 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $86,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $346,943 | TotalCorpusAmt |
| Taxable2 | $73,592 | Taxable2Amt |
| Undistributed Income CY | $88,207 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,953 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $344,990 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $80,510 | ExcessFromYear4Amt |
| Excess From Year3 | $52,280 | ExcessFromYear3Amt |
| Excess From Year1 | $125,700 | ExcessFromYear1Amt |
| Excess From Current Year | $86,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KIMBERLY A WOOD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EAST TENNESSEE CHILDREN'S | ||||||
| 2018 CLINCH AVENUE | KNOXVILLE | TN | 37916 | PC | GENERAL | $2,500 |
| YOUNG LIFE | ||||||
| PO BOX 647 | KNOXVILLE | TN | 37901 | PC | 2018 BANQUET CORPORATE SPONSOR | $5,000 |
| WEBB SCHOOL | ||||||
| 9800 WEBB SCHOOL LANE | KNOXVILLE | TN | 37923 | PC | ATHLETIC DEPT | $20,000 |
| BIG EARS | ||||||
| 900 S GAY ST STE 1001 | KNOXVILLE | TN | 37902 | PC | BIG EARS 2019 YOUTH PRGRAMMING FUND | $25,000 |
| SEQUOYAH HILLS PRESBYTERIAN | ||||||
| 3700 KEOWEE AVENUE SW | KNOXVILLE | TN | 37919 | PC | GENERAL | $15,000 |
| YOUNG LIFE | ||||||
| PO BOX 647 | KNOXVILLE | TN | 37901 | PC | DESIGNATED YOUNG LIVES MINISTRY | $5,000 |
| SECOND HARVEST OF EAST TN | ||||||
| 136 HARVEST LANE | MARYVILLE | TN | 37801 | PC | GENERAL | $2,500 |
| THE FIRST TEE OF GREATER KNOXVILLE | ||||||
| 2351 DANDRIDGE AVENUE | KNOXVILLE | TN | 37915 | PC | GENERAL | $1,000 |
| ST JOHNS LUTHERAN CHURCH | ||||||
| 544 N BROADWAY | KNOXVILLE | TN | 37917 | PC | WOW PROGRAM | $1,000 |
| HUMANE SOCIETY OF TENNESSEE VALLEY | ||||||
| 6717 KINGSTON PIKE | KNOXVILLE | TN | 37919 | PC | HUMANE EDUCATION PROGRAMMING | $750 |
| FAITH LUTHERAN CHURCH | ||||||
| 225 JAMESTOWNE BLVD | KNOXVILLE | TN | 37934 | PC | RAISE JAMAICA PROGRAM | $1,000 |
| PACIFIC ZEN INSTITUTE | ||||||
| 825 SONOMA AVENUE SUITE B | SANTA ROSA | CA | 95404 | PC | GENERAL | $4,250 |
| LAKE HILLS PRESBYTERIAN CHURCH | ||||||
| 3805 MALONEY ROAD | KNOXVILLE | TN | 37920 | PC | GENERAL | $2,500 |
| FAITH LUTHERAN CHURCH | ||||||
| 225 JAMESTOWNE BLVD | KNOXVILLE | TN | 37934 | PC | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,247 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,566 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | -$4,486 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,813 | ExclusionAmt |
| Related Or Exempt Function Incm | -$4,486 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,327 | TotalIncomeProducingActyAmt |
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 | KIMVERLY A WOOD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8220 MARTIN MILL PIKE | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FEDERAL NATIONAL MTG ASSOCIATION | 2016-03 | Purchased | 2018-07 | $18,800 | $20,013 | -$1,213 |
| FEDERAL HOME LN MTG CORP | 2016-05 | 2018-07 | $18,950 | $20,012 | -$1,062 | |
| FEDERAL HOME LN MTG CORP | 2016-08 | 2018-07 | $18,375 | $20,013 | -$1,638 | |
| FEDERAL HOME LN MTG CORP | 2016-08 | 2018-07 | $19,438 | $20,011 | -$573 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH EQUITY ACCOUNT | CategoryOrItemTxt |
| Book Value | $1,701,843 | BookValueAmt |
| EOYFMV | $1,701,843 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $2,850 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| INVESTMENT ACCOUNT FEES | $1,676 |
| TENNESSSEE ANNUAL REPORT | $20 |
| BANK FEE | $300 |
| TRUST FEES | $4,692 |
| WEB DEVELOPMENT | $1,125 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $5,364 | Amt |
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