THE FUGITIVE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE FUGITIVE FOUNDATION (EIN 62-6245453)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-10
- IRS object ID
- 201942539349100764
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-10T15:59:58-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621298042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSBORNE & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 761 OLD HICKORY BLVD STE 201 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626245453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUGITIVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FUGI | BusinessNameControlTxt |
| Phone | 6152695429 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2156 GOLF CLUB LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W RIDLEY WILLS II | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6152695429 | PhoneNum |
| Signature | 2019-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID F OSBORNE | PreparerPersonNm |
| PTIN | P00022637 | PTIN |
| Phone | 6153700590 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.90.199.233 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-10 | IPDt |
| IP Tm | 15:59:49 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 08B24AD978F976D5AF4A6F946AA7E2421B822E8A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 08B24AD978F976D5AF4A6F946AA7E2421B822E8A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $4,817,857 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,717 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,717 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,058 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,058 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $547,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,838 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $78,821 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $78,821 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $306,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $306,434 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,034 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,034 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,659 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,264 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,264 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,757 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $297,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,757 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $260,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $268,677 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $376,812 | CashBOYAmt |
| Cash EOY | $262,048 | CashEOYAmt |
| Cash EOYFMV | $262,048 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,450,569 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,023,054 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,023,054 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,361,241 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,532,755 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,532,755 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,188,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,817,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,817,857 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,188,622 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,817,857 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,188,622 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,817,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,188,622 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,817,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,188,622 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,197,299 | SubtotalAmt |
| Other Decreases | $379,442 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,817,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| INTERNATIONAL EQUITY COMMON TRUST FUND | P | $6,495 | -$6,495 | -$6,495 | ||
| INTERNATIONAL EQUITY COMMON TRUST FUND | P | $51,644 | $51,644 | $51,644 | ||
| DTC MULTI-STRATEGY COMMON TRUST FUND | P | $3,722 | -$3,722 | -$3,722 | ||
| DTC MULTI-STRATEGY COMMON TRUST FUND | P | $3,178 | $3,178 | $3,178 | ||
| SHORT DURATION FIXED INCOME COMMON TRUST FUND | P | $446 | -$446 | -$446 | ||
| SHORT DURATION FIXED INCOME COMMON TRUST FUND | P | $761 | -$761 | -$761 | ||
| VANGUARD 500 INDEX FUND ADM | P | $51,429 | $13,571 | $13,571 | $65,000 | 2018-06-20 |
| VANGUARD 500 INDEX FUND ADM | P | $38,997 | $11,003 | $11,003 | $50,000 | 2018-06-28 |
| VANGUARD 500 INDEX FUND ADM | P | $74,996 | $25,004 | $25,004 | $100,000 | 2018-07-30 |
| VANGUARD SPECIALIZED PORTFOLIOS DIV APPRECIATION | P | $166,210 | $36,613 | $36,613 | $202,823 | 2018-06-28 |
| DTC CORE FIXED INCOME CTF | P | $26,530 | -$1,530 | -$1,530 | $25,000 | 2018-07-31 |
| DTC SHORT DURATION FIXED INCOME CTF | P | $51,221 | -$1,221 | -$1,221 | $50,000 | 2018-01-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,838 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $255,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,990,269 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051160 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $255,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,931,961 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051704 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $260,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,020,539 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051787 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $265,301 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,843,330 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054777 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $265,732 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,836,685 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054941 | DistributionYr5Rt |
| Total Distribution | 0.264369 | TotalDistributionRt |
| Average Distribution | 0.052874 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,035,154 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $266,229 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,687 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $268,916 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $260,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,374 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,374 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,374 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $54 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | W RIDLEY WILLS II | IndividualWithBooksNm |
| Phone | 6152695429 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2156 GOLF CLUB LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| W RIDLEY WILLS II | ||||||||
| 2156 GOLF CLUB LANE | NASHVILLE | TN | 37215 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| IRENE J WILLS | ||||||||
| 2156 GOLF CLUB LANE | NASHVILLE | TN | 37215 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| W RIDLEY WILLS III | ||||||||
| 1201 BELLE MEADE BLVD | NASHVILLE | TN | 37205 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MORGAN J WILLS | ||||||||
| 2700 BARTON AVENUE | NASHVILLE | TN | 37212 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS W WILLS | ||||||||
| 201 32ND AVE SOUTH B | NASHVILLE | TN | 37212 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,846,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,152 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,111,831 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,111,831 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,035,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $251,758 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $251,758 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,374 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,374 | TotalTaxAmt |
| Distributable Before Adj | $246,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $246,384 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $246,384 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $260,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $260,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $260,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $246,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,434 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,532 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,038 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,794 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,875 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $103,673 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $260,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $246,384 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,616 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $117,289 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $30,434 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $86,855 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,532 | ExcessFromYear4Amt |
| Excess From Year3 | $22,038 | ExcessFromYear3Amt |
| Excess From Year2 | $8,794 | ExcessFromYear2Amt |
| Excess From Year1 | $9,875 | ExcessFromYear1Amt |
| Excess From Current Year | $13,616 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE FUGITIVE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2156 GOLF CLUB LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6152695429 | RecipientPhoneNum |
| Form And Info And Materials | LETTER EXPLAINING CHARITABLE PURPOSE AND NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABWE FOUNDATION | ||||||||
| PO BOX 8585 | HARRISBURG | PA | 17105 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| AMERICAN BAPTIST COLLEGE | ||||||||
| 1800 BAPTIST WORLD CENTER DRIVE | NASHVILLE | TN | 37207 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| AMERICAN RED CROSS | ||||||||
| 2201 CHARLOTTE AVE | NASHVILLE | TN | 37203 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| ANDREW JACKSON'S HERMITAGE | ||||||||
| 4580 RACHELS LANE | NASHVILLE | TN | 37076 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| BAREFOOT REPUBLIC CAMP | ||||||||
| PO BOX 40365 | NASHVILLE | TN | 37204 | NONE | PC | OPERATING SUPPORT | $500 | |
| BELCOURT THEATRE | ||||||||
| 2102 BELCOURT AVENUE | NASHVILLE | TN | 37212 | NONE | PC | OPERATING SUPPORT | $7,000 | |
| BELLE MEADE PLANTATION | ||||||||
| 5025 HARDING ROAD | NASHVILLE | TN | 37205 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| BLUE MONARCH | ||||||||
| PO BOX 1207 | MONTEAGLE | TN | 37356 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| CAMPUS CRUSADE | ||||||||
| 3613 PILCHER AVENUE | NASHVILLE | TN | 37209 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| CHEEKWOOD MUSEUM OF ART | ||||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | NONE | PC | OPERATING SUPPORT | $11,000 | |
| CHRISITAN COMMUNITY HEALTH FELLOWSHIP | ||||||||
| 2955 CENTRAL AVENUE | MEMPHIS | TN | 38104 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| COMMUNITIES IN SCHOOLS | ||||||||
| 401 COMMERCE STREET | NASHVILLE | TN | 37219 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| CURREY INGRAM ACADEMY | ||||||||
| 6544 MURRAY LANE | BRENTWOOD | TN | 37027 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| DOWNTOWN PRESBYTERIAN CHURCH | ||||||||
| 154 5TH AVENUE NORTH | NASHVILLE | TN | 37219 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| ENSWORTH SCHOOL | ||||||||
| 7410 HIGHWAY 100 | NASHVILLE | TN | 37221 | NONE | PC | OPERATING SUPPORT | $500 | |
| FRIENDS OF AAITTAFAMA ARCHAEOLOGICAL PARK | ||||||||
| PO BOX 150732 | NASHVILLE | TN | 37215 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| GRUNDY COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 1422 | TRACY CITY | TN | 37387 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| HABITAT FOR HUMANITY OF GREATER NASHVILLE | ||||||||
| 2950 KRAFT DRIVE STE 100 | NASHVILLE | TN | 37204 | NONE | PC | OPERATING SUPPORT | $16,000 | |
| HARPETH HALL SCHOOL | ||||||||
| 3801 HOBBS ROAD | NASHVILLE | TN | 37215 | NONE | PC | OPERATING SUPPORT | $7,000 | |
| INTERNATIONAL LEADERSHIP COALITION | ||||||||
| PO BOX 682541 | FRANKLIN | TN | 37064 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||||
| PO BOX 7895 | MADISON | WI | 537919703 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| LAND TRUST FOR TENNESSEE | ||||||||
| 209 10TH AVE SOUTH STE 511 | NASHVILLE | TN | 37203 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| MANNA MISSION INC | ||||||||
| 2448 EAST 81ST ST STE 1450 | TULSA | OK | 74137 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| MILLENIUM RELIEF & DEVELOPMENT SERVICES | ||||||||
| 5166 BISONNET 356 | BELLAIRE | TX | 77401 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| MONTEAGLE SUNDAY SCHOOL ASSEMBLY | ||||||||
| PO BOX 307 | MONTEAGLE | TN | 37356 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| MONTGOMERY BELL ACADEMY | ||||||||
| 4001 HARDING ROAD | NASHVILLE | TN | 372059916 | NONE | PC | OPERATING SUPPORT | $11,500 | |
| NASHVILLE SYMPHONY | ||||||||
| ONE SYMPHONY PLACE | NASHVILLE | TN | 372012031 | NONE | PC | OPERATING SUPPORT | $11,000 | |
| OPEN TABLE | ||||||||
| PO BOX 42 | CONCORD | MA | 01742 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| PRINCETON UNIVERSITY | ||||||||
| BOX 5357 | PRINCETON | NJ | 085435357 | NONE | PC | OPERATING SUPPORT | $1,500 | |
| REGENT COLLEGE FOUNDATION | ||||||||
| PO BOX 33276 | SEATTLE | WA | 98133 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| SILOAM FAMILY HEALTH CENTER | ||||||||
| 820 GALE LANE | NASHVILLE | TN | 37204 | NONE | PC | OPERATING SUPPORT | $55,000 | |
| SIM | ||||||||
| 14830 CHOATE CIRCLE | CHARLOTTE | NC | 28273 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| SOLBON INTERNATIONAL | ||||||||
| 2102 SW 47TH STREET | CAPE CORAL | FL | 33914 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| SOUTH UNION SHAKER VILLAGE | ||||||||
| 896 SHAKER MUSEUM ROAD | AUBURN | KY | 42206 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| ST PAUL CHRISTIAN ACADEMY | ||||||||
| 5035 HILLSBORO PIKE | NASHVILLE | TN | 372153700 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| TENNESSEANS FOR ALTERNATIVES TO THE DEATH PENALTY | ||||||||
| PO BOX 120552 | NASHVILLE | TN | 37212 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| TENNESSEE HISTORICAL SOCIETY | ||||||||
| 305 SIXTH AVE N | NASHVILLE | TN | 37243 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| OFFICE OF UNIVERSITY ADVANCEMENT | FORT WORTH | TX | 76129 | NONE | PC | OPERATING SUPPORT | $20,000 | BOX 297044 |
| THE NASHVILLE FELLOWS PROGRAM | ||||||||
| PO BOX 150928 | NASHVILLE | TN | 37215 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,717 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,058 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,821 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $306,434 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $306,434 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DTC INTERNATIONAL EQUITY COMMON TRUST FUND | $825,639 | $825,639 |
| DTC SHORT DURATION FIXED INCOME COMMON TRUST FUND | $218,557 | $218,557 |
| DTC CORE FIXED INCOME COMMON TRUST FUND | $643,219 | $643,219 |
| DTC MULTI STRATEGY FUND COMMON | $542,287 | $542,287 |
| LOOMIS SAYLES INCOME FUND | $106,378 | $106,378 |
| VANGUARD 500 INDEX FUND | $259,163 | $259,163 |
| VANGUARD SPECIALIZED PORTFOLIOS | $51,228 | $51,228 |
| VANGUARD EXTENDED MARKET INDEX FUND | $77,989 | $77,989 |
| LAZARD EMERGING MARKETS CORE EQUITY | $161,337 | $161,337 |
| RIVERNORTH MARKETPLACE LENDING CORP | $88,076 | $88,076 |
| VANGUARD SHORT-TERM INFLATION PROTECTED SEC INDEX FUND | $49,181 | $49,181 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DTC PRIVATE EQUITY, LP | FMV | $13,546 | $13,546 |
| DTC PRIVATE EQUITY II, LP | FMV | $76,518 | $76,518 |
| DTC PRIVATE EQUITY III, LP | FMV | $252,679 | $252,679 |
| DTC PRIVATE EQUITY IV, LP | FMV | $424,782 | $424,782 |
| DTC PRIVATE EQUITY V, LP | FMV | $438,664 | $438,664 |
| TORTOISE MLP & PIPELINE FUND | FMV | $147,314 | $147,314 |
| UBS AG JERSEY BRH E TRACTS | FMV | $107,252 | $107,252 |
| DTC PRIVATE EQUITY VI, LP | FMV | $72,000 | $72,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN MARKET VALUE | Desc |
| Amt | $379,442 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORE FIXED INCOME COMMON TRUST FUND | $1,537 | $1,537 | $0 |
| INTERNATIONAL EQUITY COMMON TRUST FUND | $2,937 | $2,937 | $0 |
| DTC MULTI-STRATEGY COMMON TRUST FUND | $235 | $235 | $0 |
| SHORT DURATION FIXED INCOME COMMON TRUST FUND | $555 | $555 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SHORT DURATION FIXED INCOME COMMON TRUST FUND | $7 | $7 | $7 |
| CORE FIXED INCOME COMMON TRUST FUND | $340 | $340 | $340 |
| DIVERSIFIED TRUST COMPANY | $8,697 | $8,697 | $8,697 |
| DTC PRIVATE EQUITY V, LP | -$14,739 | -$14,739 | -$14,739 |
| DTC PRIVATE EQUITY IV, LP | $17,142 | $17,142 | $17,142 |
| DTC PRIVATE EQUITY, LP | $10,320 | $10,320 | $10,320 |
| DTC PRIVATE EQUITY III, LP | $64,353 | $64,353 | $64,353 |
| DTC PRIVATE EQUITY II, LP | $4,273 | $4,273 | $4,273 |
| DTC PRIVATE EQUITY VI, LP | -$11,572 | -$11,572 | -$11,572 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DIVERSIFIED TRUST CO | CategoryTxt |
| Amt | $26,034 | Amt |
| Net Investment Income | $26,034 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $4,659 | Amt |
| Net Investment Income | $4,659 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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