HARMONY FOUNDATION INTERNATIONAL IN C: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HARMONY FOUNDATION INTERNATIONAL IN C (EIN 39-6073041)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-03-18
IRS object ID
201940779349300874
Schema version
2017v2.3
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)
Return2019-03-18T17:34:29-05:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620713250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KRAFTCPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 GREAT CIRCLE ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396073041EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARMONY FOUNDATION INTERNATIONAL INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARMBusinessNameControlTxt
Phone6158235611PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 7TH AVENUE NORTH NO 200AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLYN FAULKENBERRYPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone6155233041PhoneNum
Signature2019-03-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEN YOUNGSTEADPreparerPersonNm
PTINP00320901PTIN
Phone6152427351PhoneNum
Preparation2019-03-18PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.86.221.194IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-18IPDt
IP Tm14:42:12IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB68C22C976E44D36ACAA41583C666EA48034497CAtSubmissionCreationDeviceId
At Submission Filing Device Id11F0CC2F05653063C14160DCDFBC31C1E8499FE0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPERRY WHITEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 SEVENTH AVE NORTH SUITE 200AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,790,602GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HARMONYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1959FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee16TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$3,431NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,526,569PYContributionsGrantsAmt
CY Contributions Grants$3,006,192CYContributionsGrantsAmt
PY Program Service Revenue$8,081PYProgramServiceRevenueAmt
CY Program Service Revenue$2,165CYProgramServiceRevenueAmt
PY Investment Income$98,940PYInvestmentIncomeAmt
CY Investment Income$364,334CYInvestmentIncomeAmt
PY Other Revenue$1,257PYOtherRevenueAmt
CY Other Revenue$165CYOtherRevenueAmt
PY Total Revenue$2,634,847PYTotalRevenueAmt
CY Total Revenue$3,372,856CYTotalRevenueAmt
PY Grants And Similar Paid$1,082,268PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,094,345CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,097,528PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,199,007CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$953,821CYTotalFundraisingExpenseAmt
PY Other Expenses$660,480PYOtherExpensesAmt
CY Other Expenses$510,234CYOtherExpensesAmt
PY Total Expenses$2,840,276PYTotalExpensesAmt
CY Total Expenses$2,803,586CYTotalExpensesAmt
PY Revenues Less Expenses-$205,429PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$569,270CYRevenuesLessExpensesAmt
Total Assets BOY$4,830,296TotalAssetsBOYAmt
Total Assets EOY$5,236,322TotalAssetsEOYAmt
Total Liabilities BOY$510,346TotalLiabilitiesBOYAmt
Total Liabilities EOY$515,370TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,319,950NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,720,952NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,094,345ExpenseAmt
Grant$1,094,345GrantAmt
Revenue$2,330RevenueAmt
DescSINGTHE FOUNDATION PROVIDES GRANT FUNDING FOR SINGING EDUCATION PROGRAMS FOR STUDENTS IN MIDDLE SCHOOL, HIGH SCHOOL, AND COLLEGE, AS WELL AS OUTREACH PROGRAMS THROUGHOUT THE COUNTRY THAT PROMOTE, DEVELOP AND ADVANCE OPPORTUNITIES FOR LIFELONG SINGING TO PEOPLE OF ALL AGES. IN 2018, THE ORGANIZATION PROVIDED FUNDING TO BARBERSHOP HARMONY SOCIETY'S ("BHS") VOCAL PROGRAMS THAT INCLUDE MUSIC EDUCATION FOR STUDENTS, BOTH MALE AND FEMALE, AND MUSIC EDUCATORS IN MIDDLE SCHOOL, HIGH SCHOOL AND COLLEGE IN ORDER TO DEVELOP, ADVANCE AND ENCOURAGE THEIR LOVE AND ABILITY FOR SINGING TO THE THOUSANDS OF STUDENT LIVES THEY TOUCH. SEE SCHEDULE O.IN ADDITION, HARMONY FOUNDATION FUNDS PROGRAMS THAT ENCOURAGE SINGING ACROSS ALL ECONOMIC, RACIAL, CULTURAL AND GENDER DEMOGRAPHICS. HARMONY FOUNDATION FOSTERS A CULTURE OF PHILANTHROPY IN SOCIETY TO CARRY OUT COMPREHENSIVE DEVELOPMENT PROGRAMS, AND TO SECURE ITS FUTURE THROUGH ENDOWMENT. HARMONY FOUNDATION IS STRIVING TO REMOVE THE FINANCIAL BARRIERS TO SINGING ENGAGEMENT AND TO MAKE A BETTER WORLD THROUGH SINGING. HARMONY FOUNDATION PROVIDED FINANCIAL SUPPORT TO BHS ACROSS MULTIPLE PROGRAMS, INCLUDING THE FOLLOWING: SCHOLARSHIPS TO HARMONY UNIVERSITY, BELMONT- A WEEK LONG IMMERSION IN SINGING, FOR EVERYONE FROM ENTRY LEVEL SINGERS TO EXPERIENCED ARTISTS AND MUSIC EDUCATORS. DURING THIS WEEK, BARBERSHOP IS TAUGHT, SKILLS ARE BUILT, MUSIC LEADERS AND TEACHERS ARE ENERGIZED WITH NEW REHEARSAL TECHNIQUES AND SO MUCH MORE.OUTREACH GRANTS - BHS PROMOTES VOCAL OUTREACH PROGRAMS THROUGH ITS 17 DISTRICTS, 700+ CHAPTERS ACROSS NORTH AMERICA, AND OTHER CHORAL GROUPS THAT PROMOTE LIFELONG SINGING AT A GRASS ROOTS LEVEL. THERE IS A STRINGENT APPLICATION AND ACCOUNTABILITY STANDARD DESIGNED AND IMPLEMENTED BY THE BHS AND ITS OUTREACH TEAM. YOUTH CHORUS FESTIVAL- A KEY COMPONENT FOR ESTABLISHING LIFELONG SINGING AS AN ASSET IN COMMUNITIES ACROSS THE COUNTRY AND THE WORLD. HARMONY FOUNDATION PROVIDED FUNDING TO OFFER COMPLIMENTARY REGISTRATION AND LODGING TO OVER 600 MIDDLE SCHOOL THROUGH COLLEGE SINGERS AND THEIR EDUCATORS AT THE 2018 MIDWINTER YOUTH CHORUS FESTIVAL IN SAN ANTONIO. THIS SPECIAL EVENT IS PAIRED WITH THE LARGEST BARBERSHOP SENIOR QUARTET EVENT, TRULY DEMONSTRATING THE BENEFITS OF LIFELONG SINGING WHILE PROVIDING THE GATEWAY ACROSS A GENERATIONAL BRIDGE OF POSITIVE, SUPPORTIVE AND MEMORABLE IMMERSION INTO SINGING FOR HUNDREDS OF PEOPLE, YOUNG AND MATURE. YOUTH BARBERSHOP QUARTET COMPETITION- A HIGHLY VISIBLE OUTREACH EFFORT TO ENCOURAGE YOUNG MEN TO SING BARBERSHOP AND PROVIDE A VEHICLE IN WHICH THEY CAN EXCEL AND BE SUPPORTED BY THE ENTIRE BARBERSHOP COMMUNITY. THROUGH THIS PROGRAM THAT BEGAN IN 1992, MORE THAN 2,500 YOUNG MEN AND 625 QUARTETS HAVE CROSSED THE STAGE. MANY OF THESE PARTICIPANTS HAVE EXPERIENCED MORE PROFOUND OUTCOMES INCLUDING CAREER PATHS TO BECOME MUSIC EDUCATORS, INCREASED LEADERSHIP SKILLS, CONFIDENCE AND BECOMING ROLE MODELS AND INSPIRATIONS TO THE YOUTH TO FOLLOW YEAR AFTER YEAR. HEALTHY CHAPTER INITIATIVE PROGRAMS- ENRICHING LIVES THROUGH SINGING OFTEN BEGINS WITH EXPERIENCE OF SINGING IN COMMUNITY WITH OTHERS. HEALTHY CHAPTER INITIATIVES PROVIDE RESOURCES AND TOOLS TO ENRICH THE MEMBER CHORAL ENGAGEMENT, ACHIEVE A HIGHER LEVEL OF ARTISTRY AND MUSICAL CREDIBILITY, DEVELOP CAPACITY AND STRUCTURE TO SUPPORT, NURTURE AND GROW THIS PRECIOUS ASSET. PARTNERSHIP & ADVOCACY- THIS PROGRAM PROMOTES A DEEPER CONNECTION BETWEEN BARBERSHOP HARMONY AND THE BROADER CHORAL AND MUSIC COMMUNITY. MUSIC EDUCATORS ARE THE PRIMARY FOCUS. IN 2018, HARMONY FOUNDATION PROVIDED FUNDING FOR BHS STAFF AND LEADERSHIP TO PARTICIPATE IN VARIOUS PROGRAMS AND OPPORTUNITIES TO DEEPEN PARTNERSHIPS WITH ACDA (THE AMERICAN CHORAL DIRECTORS ASSOCIATION), NAFME (THE NATIONAL ASSOCIATION FOR MUSIC EDUCATORS), SEWANEE UNIVERSITY AND OTHER VOCAL ORGANIZATIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$214,606ExpenseAmt
DescENRICHHARMONY FOUNDATION SUPPORTS SHARING THE GIFT OF SINGING AS AN EXTRAORDINARY MEANS OF SELF-EXPRESSION AND SELF-ACTUALIZATION, MAKING LIVES MORE ENJOYABLE, SATISFYING, MEANINGFUL AND PURPOSEFUL. EVEN IN TIMES OF DIRE CIRCUMSTANCES IN SOMEONE'S LIFE, SINGING CAN HELP PROVIDE STRENGTH, HOPE AND INSPIRATION TO PERSEVERE. THE FOUNDATION ATTENDS AND INTERACTS WITH SINGERS AT CONVENTIONS AND OTHER COMMUNITY ENGAGEMENTS AND GATHERS DATA FROM THE SINGING COMMUNITY AND PROGRAMS IT SUPPORTS TO ENSURE THE EXECUTION AND THE QUALITY IMPACT OF THE PROGRAMS IT SUPPORTS, INCLUDING THE RELATED OVERSIGHT OF PROGRAMS SUCH AS ENDOWMENT AND DONOR CHOICE GRANTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$154,103ExpenseAmt
DescCONNECTTHE FOUNDATION'S CORE BELIEF IS THAT SINGING ENRICHES LIVES AND COMMUNITIES, TRANSFORMING VOICES FROM MANY BACKGROUNDS INTO ONE HARMONIOUS VOICE. AS PROUD AMBASSADORS FOR PHILANTHROPY, WE LINK THOSE WHO DESIRE TO BE CATALYSTS FOR SINGING PROGRAMS DIRECTLY TO THE IMPACT PARTNERS PROVIDING PROGRAMS THAT ENRICH LIVES THROUGH SINGING. BY USE OF MULTIPLE MEDIUMS OF COMMUNICATION, INCLUDING PERSONAL VISITS TO SINGING COMMUNITIES ALL ACROSS THE COUNTRY, WE SHARE PROGRAMS THAT MAKE TRUE DIFFERENCES IN THE LIVES OF PARTICIPANTS TO GROW STRONGER COMMUNITIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,463,054TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee16EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROLYN FAULKENBERRYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6158235611PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 7TH AVE NORTH AVE STE 200AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
DEBBIE CLEVELAND
TRUSTEE2.00Yes (X)$0$0$0
CASEY PARSONS
TRUSTEE2.00Yes (X)$0$0$0
GARY PLAAG
VICE CHAIR3.00Yes (X)$0$0$0Yes (X)
LYNN WEAVER
CHAIR4.00Yes (X)$0$0$0Yes (X)
JEFF SELANO
SECRETARY2.00Yes (X)$0$0$0Yes (X)
MIKE MOISIO
TRUSTEE2.00Yes (X)$0$0$0
BRIAN SAGRESTANO
TRUSTEE (END 1/18)2.00Yes (X)$0$0$0
DON LAMBERT
TRUSTEE2.00Yes (X)$0$0$0
MIKE DEPUTY
IMMEDIATE PAST CHAIR4.00Yes (X)$0$0$0Yes (X)
DONALD A LAURSEN
TREASURER3.00$0$0$0Yes (X)
CAROLYN FAULKENBERRY
CFO40.00$103,922$0$19,643Yes (X)
PERRY D WHITE
EX OFFICIO, HFI PRESIDENT & CEO40.00$118,599$0$26,656Yes (X)5.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$222,521TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$46,299TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$1,681RelatedOrganizationsAmt
All Other Contributions$3,004,511AllOtherContributionsAmt
Noncash Contributions$111,343NoncashContributionsAmt
Total Contributions$3,006,192TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Business900099BusinessCd
Total Revenue Column$2,165TotalRevenueColumnAmt
Related Or Exempt Func Income$2,165RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,165TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,893TotalRevenueColumnAmt
Exclusion$43,893ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,738,187SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,417,746SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$320,441SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$320,441TotalRevenueColumnAmt
Exclusion$320,441ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$165TotalRevenueColumnAmt
Related Or Exempt Func Income$165RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$165OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,372,856TotalRevenueColumnAmt
Related Or Exempt Func Income$2,330RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$364,334ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,094,345TotalAmt
Program Services$1,094,345ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$312,225TotalAmt
Program Services$84,451ProgramServicesAmt
Management And General$122,821ManagementAndGeneralAmt
Fundraising$104,953FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$674,796TotalAmt
Program Services$136,662ProgramServicesAmt
Management And General$100,384ManagementAndGeneralAmt
Fundraising$437,750FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$63,910TotalAmt
Program Services$13,197ProgramServicesAmt
Management And General$8,894ManagementAndGeneralAmt
Fundraising$41,819FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$78,666TotalAmt
Program Services$15,804ProgramServicesAmt
Management And General$12,278ManagementAndGeneralAmt
Fundraising$50,584FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$69,410TotalAmt
Program Services$15,574ProgramServicesAmt
Management And General$14,045ManagementAndGeneralAmt
Fundraising$39,791FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,636TotalAmt
Program Services$337ProgramServicesAmt
Management And General$3,299ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,885TotalAmt
Program Services$1,656ProgramServicesAmt
Management And General$16,229ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$26,277TotalAmt
Program Services$26,277ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,531TotalAmt
Program Services$513ProgramServicesAmt
Management And General$5,018ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$40,305TotalAmt
Program Services$2,759ProgramServicesAmt
Fundraising$37,546FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$76,267TotalAmt
Program Services$9,096ProgramServicesAmt
Management And General$43,006ManagementAndGeneralAmt
Fundraising$24,165FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$54,017TotalAmt
Program Services$5,001ProgramServicesAmt
Management And General$20,064ManagementAndGeneralAmt
Fundraising$28,952FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$140,966TotalAmt
Program Services$34,355ProgramServicesAmt
Management And General$3,016ManagementAndGeneralAmt
Fundraising$103,595FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$81,171TotalAmt
Program Services$18,742ProgramServicesAmt
Fundraising$62,429FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,243TotalAmt
Program Services$856ProgramServicesAmt
Management And General$8,387ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
GOVERNANCE$16,485$1,810$14,675
CULTIVATION$15,548$15,548
STAFF DEVELOPMENT$9,931$923$8,281$727
LEGAL FILINGS$5,555$514$5,041

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,417TotalAmt
Program Services$182ProgramServicesAmt
Management And General$1,273ManagementAndGeneralAmt
Fundraising$5,962FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,803,586TotalAmt
Program Services$1,463,054ProgramServicesAmt
Management And General$386,711ManagementAndGeneralAmt
Fundraising$953,821FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$146,074BOYAmt
EOY$25,413EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$204,893BOYAmt
EOY$186,624EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,342,033BOYAmt
EOY$1,316,951EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$45,441BOYAmt
EOY$57,509EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$202,125LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$180,436LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,730BOYAmt
EOY$21,689EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,521,174BOYAmt
EOY$3,073,536EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$559,951BOYAmt
EOY$554,600EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,830,296BOYAmt
EOY$5,236,322EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$70,387BOYAmt
EOY$77,802EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$439,959BOYAmt
EOY$437,568EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$510,346BOYAmt
EOY$515,370EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,054,165BOYAmt
EOY$985,200EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$951,304BOYAmt
EOY$952,788EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,314,481BOYAmt
EOY$2,782,964EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,319,950BOYAmt
EOY$4,720,952EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,830,296BOYAmt
EOY$5,236,322EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$569,270ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$168,268NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,022,628CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,191,251CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,334,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,527,499CurrentTaxYearMinus1YearAmt
Current Tax Year$3,006,192CurrentTaxYearAmt
Total$16,082,063TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,022,628CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,191,251CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,334,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,527,499CurrentTaxYearMinus1YearAmt
Current Tax Year$3,006,192CurrentTaxYearAmt
Total$16,082,063TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$78,927SubstantialContributorsTotAmt
Public Support Total170$16,003,136PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,972CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,372CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,423CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,160CurrentTaxYearMinus1YearAmt
Current Tax Year$43,893CurrentTaxYearAmt
Total$195,820TotalAmt
FieldValueIRS element (for citing)
Total Support$16,277,883TotalSupportAmt
Gross Receipts Rltd Activities$13,640GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98310PublicSupportCY170Pct
Public Support PY1700.97780PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held1DonorAdvisedFundsHeldCnt
Donor Advised Funds Vl EOY$24,504DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,314,481BeginningYearBalanceAmt
Contributions$381,974ContributionsAmt
Investment Earnings Or Losses$173,433InvestmentEarningsOrLossesAmt
Grants Or Scholarships$50,105GrantsOrScholarshipsAmt
Administrative Expenses$36,819AdministrativeExpensesAmt
End Year Balance$2,782,964EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,935,312BeginningYearBalanceAmt
Contributions$167,600ContributionsAmt
Investment Earnings Or Losses$260,329InvestmentEarningsOrLossesAmt
Grants Or Scholarships$39,745GrantsOrScholarshipsAmt
Administrative Expenses$9,015AdministrativeExpensesAmt
End Year Balance$2,314,481EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,775,451BeginningYearBalanceAmt
Contributions$44,025ContributionsAmt
Investment Earnings Or Losses$150,802InvestmentEarningsOrLossesAmt
Grants Or Scholarships$30,539GrantsOrScholarshipsAmt
Administrative Expenses$4,427AdministrativeExpensesAmt
End Year Balance$1,935,312EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,727,519BeginningYearBalanceAmt
Contributions$159,196ContributionsAmt
Investment Earnings Or Losses-$68,935InvestmentEarningsOrLossesAmt
Grants Or Scholarships$31,243GrantsOrScholarshipsAmt
Administrative Expenses$11,086AdministrativeExpensesAmt
End Year Balance$1,775,451EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,700,334BeginningYearBalanceAmt
Contributions$37,928ContributionsAmt
Investment Earnings Or Losses$78,169InvestmentEarningsOrLossesAmt
Grants Or Scholarships$81,159GrantsOrScholarshipsAmt
Administrative Expenses$7,753AdministrativeExpensesAmt
End Year Balance$1,727,519EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$202,125OtherCostOrOtherBasisAmt
Depreciation$180,436DepreciationAmt
Book Value$21,689BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$21,689TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
CASH SURRENDER VALUE OF LIFE INSURANCE$184,000
INTEREST IN CRUTS$370,600
FieldValueIRS element (for citing)
Total Book Value Other Assets$554,600TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS & CHAPTERS$90,972
ACCTS PAYABLE- BARBERSHOP HARMONY SOCIETY$978
FUNDS HELD FOR BARBERSHOP HARMONY SOCIETY$345,618
FieldValueIRS element (for citing)
Total Liability$437,568TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,185,511TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$168,268NetUnrealizedGainsInvstAmt
Revenue Not Reported-$168,268RevenueNotReportedAmt
Revenue Subtotal$3,353,779RevenueSubtotalAmt
Investment Expenses Not Incld$19,077InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$19,077RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,372,856TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,784,509TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,784,509ExpensesSubtotalAmt
Investment Expenses Not Incld2$19,077InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$19,077ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,803,586TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION HAS ESTABLISHED SEVERAL ENDOWMENT FUNDS. DISTRIBUTIONS FROM THE GENERAL ENDOWMENT AND THE FOUNDATION'S PROGRAM-RESTRICTED ENDOWMENTS BENEFIT THE BARBERSHOP HARMONY SOCIETY HERITAGE AND PRESERVATION, MUSIC, OUTREACH, SCHOLARSHIP OR YOUTH PROGRAMS. DISTRIBUTIONS FROM THE ASSOCIATES FUNDS PROVIDE GRANTS TO THE BARBERSHOP HARMONY SOCIETY CHAPTERS AND DISTRICTS OR OTHER ASSOCIATES OF THE FOUNDATION.
PART X, LINE 2:MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BARBERSHOP HARMONY SOCIETY
110 SEVENTH AVE NORTHNASHVILLETN37203390926339501(C)(3)$620,001SCHOLARSHIPS, MUSIC FOR SCHOOLS, COLLEGE QUARTET COMPETITION, AND CAMPS & WORKSHOPS
CHAPTER-SANTA FE SPRINGS
850322199501(C)(3)$11,369CAMPS & WORKSHOPS
DISTRICT-MID ATLANTIC
226079249501(C)(3)$17,312CAMPS & WORKSHOPS
CHAPTER-WESTMINSTER
956196396501(C)(3)$5,814CAMPS & WORKSHOPS
DISTRICT-SUNSHINE
596194988501(C)(3)$10,773CAMPS & WORKSHOPS
CHAPTER-ALEXANDRIA
546047426501(C)(3)$9,720CAMPS & WORKSHOPS
CHAPTER-DENVER-MILE HIGH
846044526501(C)(3)$7,959CAMPS & WORKSHOPS
DISTRICT-FAR WESTERN
956085839501(C)(3)$7,156CAMPS & WORKSHOPS
AIC GRANT FUND
391673284501(C)(3)$7,604OUTREACH PROGRAMS
DISTRICT-ROCKY MOUNTAIN
742073627501(C)(3)$8,655CAMPS & WORKSHOPS
CHAPTER-NAPLESFT MYERS
591648285501(C)(3)$5,981CAMPS & WORKSHOPS
DISTRICT-JOHNNY APPLESEED
237114002501(C)(3)$6,990CAMPS & WORKSHOPS
DISTRICT-LAND O'LAKES
237033498501(C)(3)$6,467CAMPS & WORKSHOPS
DISTRICT-CAROLINA
271856516501(C)(3)$5,174CAMPS & WORKSHOPS
CHAPTER-DES MOINES
426092566501(C)(3)$5,596CAMPS & WORKSHOPS
CHAPTER-LA JOLLA CHPT PACIFIC COAST HARMONY OF SPEBSQSA
043678668501(C)(3)$6,582CAMPS & WORKSHOPS
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt
Total Other Org16TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT RECIPIENTS (BARBERSHOP HARMONY SOCIETY) SUBMIT A USE OF FUNDS REPORT DETAILING THE PROGRAM RESULTS INCLUDING THE NUMBER OF CONSTITUENTS SERVED, DIRECT AND INDIRECT COST, STRENGTH AND WEAKNESS ANALYSIS FOR EACH PROGRAM FUNDED. FOUNDATION STAFF ALSO ATTENDS RANDOM CAMPS AND WORKSHOPS OF VARIOUS DISTRICTS AND CHAPTERS, THE YOUTH CHORUS FESTIVAL, YOUTH QUARTET CONTEST, AND SEVERAL OTHER PROGRAMS TO OBSERVE THE PROGRAM PERFORMANCE AND EFFECTIVENESS.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$106,389NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSHEET MUSIC-RICHARD ASHBYDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$4,954NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN B.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE FOUNDATION'S BOARD OF TRUSTEES CONSISTS ENTIRELY OF MEMBERS THAT ARE ELECTED BY THE BOARD OF DIRECTORS OF THE BARBERSHOP HARMONY SOCIETY.
FORM 990, PART VI, SECTION B, LINE 11BTHE GOVERNING BODY IS PROVIDED THE FORM 990 TO REVIEW PRIOR TO FILING. IN ADDITION, THE FORM 990 IS REVIEWED BY THE CFO, TREASURER, AND THE AUDIT COMMITTEE PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH YEAR ALL TRUSTEES MUST REVIEW THE POLICY AND LIST ANY POTENTIAL CONFLICTS OF INTERESTS IF ANY AND SIGN OFF ON THE DOCUMENT.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR THE CEO IS DETERMINED BY A COMPENSATION STUDY PERFORMED BY THE BOARD CHAIR, WHICH IS LATER APPROVED BY THE BOARD MEMBERS. COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES IS DETERMINED BY A MARKET ANALYSIS OF WAGES AND THEN APPROVED BY THE CEO.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS POSTED ON GUIDESTAR.
FORM 990, PART XII, #2C:THE PROCESS REGARDING OVERSIGHT OF THE AUDIT, ITS FINANCIAL STATEMENTS, AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SOC FOR THE PRESERVATION & ENCOURAGEMENT OF BARBERSHOP QUARTETBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 7TH AVENUE NORTHAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP372033704ZIPCd
FieldValueIRS element (for citing)
EIN390926339EIN
Primary ActivitiesPRESERVATION OF THE OLD AMERICAN ART FORM OF BARBER SHOP QUARTET SINGINGPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status509(A)(1)PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE FOUNDATION PROVIDED GRANTS TO THE BARBERSHOP HARMONY SOCIETY
B$620,001TRANSACTION AMOUNT
THE FOUNDATION SHARES A BUILDING WITH THE SOCIETY
N$0TRANSACTION AMOUNT
THE FOUNDATION REIMBURSED EXPENSES TO THE BARBERSHOP HARMONY SOCIETY
P$38,808TRANSACTION AMOUNT
THE BARBERSHOP HARMONY SOCIETY PROVIDED CONTRIBUTIONS TO THE FOUNDATION
C$1,681TRANSACTION AMOUNT

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