2019-01-29T08:22:49-06:00 2018-06-30 560574444 CHERRY BEKAERT LLP 222 SECOND AVE SOUTH STE 1240 NASHVILLE TN 37201 990 2017-07-01 270288159 BATTLE OF FRANKLIN TRUST INC BATT 6157861864 1345 EASTERN FLANK CIRCLE FRANKLIN TN 37064 ERIC A JACOBSON CEO 6157861864 2019-01-24 1 SARA G MOON P00034774 6153836592 X 184.80.143.82 2019-01-24 16:37:46 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 681165C3F411A5C91A132F4457263660CFEA6D09 2017 2019-02-21 02:37:17Z ERIC A JACOBSON 1345 EASTERN FLANK CIRCLE FRANKLIN TN 37064 1944847 0 X WWW.BOFT.ORG X 2009 TN TO PRESERVE, UNDERSTAND AND INTERPRET THE STORY OF A PEOPLE FOREVER IMPACTED BY THE AMERICAN CIVIL WAR. 15 12 44 17 0 0 691309 278481 1148438 1214465 -8425 22051 231484 205378 2062806 1720375 0 0 0 0 880654 930109 0 0 156062 790851 611703 1671505 1541812 391301 178563 6420053 6491306 425848 314012 5994205 6177294 TO PRESERVE, UNDERSTAND AND INTERPRET THE STORY OF A PEOPLE FOREVER IMPACTED BY THE AMERICAN CIVIL WAR. 0 0 1271713 1214465 ITS PURPOSE IS TO PRESERVE, RESTORE, MAINTAIN AND INTERPRET PROPERTIES, ARTIFACTS, DOCUMENTS AND OTHER OBJECTS AND MATERIALS RELATED TO THE BATTLE OF FRANKLIN SO AS TO PRESERVE AN IMPORTANT PART OF THE REGIONAL PAST, AND SO THAT VISITORS WILL BE ABLE TO SEE AND EXPERIENCE A LIVING REMINDER OF THEIR NATIONAL HISTORY. 1271713 1 1 0 0 0 0 1 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 42 0 1 44 1 0 0 0 0 0 1 1 0 0 0 0 X 15 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 TN X ERIC JACOBSON 6157940903 1345 EASTERN FLANK CIRCLE FRANKLIN TN 37064 TIM KEARNS SECRETARY 0.75 X X 0 0 0 CULLEN SMITH PRESIDENT 0.75 X X 0 0 0 DAVE FENTRESS VICE PRESIDENT 0.75 X X 0 0 0 BARRY ALLEN BOARD MEMBER 0.75 X 0 0 0 MICHAEL BAILEY TREASURER 0.75 X X 0 0 0 KELLY GILFILLAN BOARD MEMBER 0.75 X 0 0 0 ERIC MANNINO BOARD MEMBER 0.75 X 0 0 0 GARY ROSENTHAL BOARD MEMBER 0.75 X 0 0 0 SUSAN WILLIAMS BOARD MEMBER 0.75 X 0 0 0 DEBORAH WARNICK BOARD MEMBER 0.75 X 0 0 0 WALKER ENTWISTLE BOARD MEMBER 0.75 X 0 0 0 RUSSELL HOOPER BOARD MEMBER 0.75 X 0 0 0 GREG WADE BOARD MEMBER 0.75 X 0 0 0 LAURA HOLDER BOARD MEMBER 0.75 X 0 0 0 ALMA MCLEMORE BOARD MEMBER 0.75 X 0 0 0 ERIC JACOBSON CEO 40.00 X 107791 0 0 107791 0 0 1 0 0 0 0 278481 278481 TOUR ADMISSIONS 900099 1147255 1147255 MEMBERSHIP DUES 900099 67210 67210 1214465 22051 22051 104575 42222 62353 62353 62353 50639 40177 10462 10462 268511 142073 126438 126438 EDUCATIONAL EVENTS 611710 6125 6125 6125 1720375 1340903 0 100991 113037 91511 6076 15450 700899 567425 37674 95800 54971 51478 958 2535 61202 49512 3305 8385 15582 15321 261 42000 42000 58193 55943 2250 73086 56785 4899 11402 34451 29283 1723 3445 1890 1890 11613 11613 21222 16933 2177 2112 37178 30567 6611 MAINTENANCE 152607 146722 3180 2705 DEVELOPMENT & MEMBERSHI 50892 34684 5293 10915 MISCELLANEOUS 37956 37404 552 CREDIT CARD FEES 35077 35077 39956 39565 141 250 1541812 1271713 114037 156062 76510 123042 491002 489552 515201 408058 104668 118551 15430 4011878 457902 3414528 3553976 818477 795225 984237 1002902 6420053 6491306 35070 27234 25062 25062 365716 261716 425848 314012 X 4753726 4545981 319042 251278 921437 1380035 5994205 6177294 6420053 6491306 178563 9736 -5210 0 X 0 1 X 1 0 X 202196 259175 1072011 691309 278481 2503172 1347553 1580623 1029845 1473966 1533615 6965602 1549749 1839798 2101856 2165275 1812096 9468774 5490 32979 30628 24436 7323 100856 0 5490 32979 30628 24436 7323 100856 9367918 11538 9162 29300 22051 72051 11538 9162 29300 22051 72051 1549749 1851336 2111018 2194575 1834147 9540825 0.98190 0.98370 0.00760 0.00540 X X 3 7.00 0 0 0 1 0 20.00 0 710849 X X 0 624089 624089 2430915 395032 2035883 191025 8206 182819 54970 52354 2616 710879 2310 708569 3553976 BENEFICIAL INTEREST IN PERPETUAL TRUST 940102 INVESTMENT IN PROPERTY 62800 1002902 X 1807300 9736 9736 1797564 5210 -82399 -77189 1720375 1624211 82399 82399 1541812 0 1541812 PART III, LINE 4: THE ORGANIZATION MAINTAINS A COLLECTION OF HISTORICAL ART AND ARTIFACTS RELATED TO THE CIVIL WAR TO PRESERVE, UNDERSTAND AND INTERPRET THE STORY OF A PEOPLE FOREVER IMPACTED BY THE AMERICAN CIVIL WAR. PART X, LINE 2: NO PROVISION FOR FEDERAL INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS, AS THE TRUST IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE TRUST FOLLOWS FASB ASC GUIDANCE CLARIFYING THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THIS GUIDANCE PRESCRIBES A MINIMUM PROBABILITY THRESHOLD THAT A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION THAT IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE TRUST HAS NO TAX PENALTIES OR INTEREST REPORTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -42,222. SPECIAL EVENT EXPENSES -40,177. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 42,222. SPECIAL EVENT EXPENSES 40,177. SUMMER CONCERT SERIES 25985 25985 12513 DESCENDANTS REUNION 6885 6885 1478 4 17769 17769 26186 50639 50639 40177 40177 10462 FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE REVIEWS AND RECOMMENDS APPROVAL, THEN TAKES TO FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS REVIEWED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE DURING NORMAL BUSINESS HOURS AT THE ADMINISTRATIVE OFFICES BY APPOINTMENT.