THE HEALING TRUST: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE HEALING TRUST (EIN 52-2362225)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-13
IRS object ID
201823179349101227
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)
Return2018-11-13T11:54:55-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560574444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1222 SECOND AVENUE SOUTH SUITE 1240AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522362225EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HEALING TRUSTBusinessNameLine1Txt
Business Name Line2FORMERLY BAPTIST HEALING HOSPITAL TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone6152842653PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12928 SIDCO DRIVEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTIN KEELY-DINGERPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone6152842653PhoneNum
Signature2018-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN T DOLANPreparerPersonNm
PTINP00666397PTIN
Phone6153836592PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.142.180.174IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-13IPDt
IP Tm05:59:50IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id5BD3776D2A6E7DDE53E354F897636B6C5F0F7802AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$110,317,627FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$336,073InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$336,073InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,526,255DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,526,255DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$8,713GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$759GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$4,421NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$7,879,001NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$27,700,844GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,879,001CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,324,937OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,305,072OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$12,074,979TotalRevAndExpnssAmt
Total Net Invst Incm$12,047,160TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$322,676CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$17,614CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$251,270CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$360,704OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$19,690OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$280,883OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$79,731PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$4,352PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$62,087PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$8,319LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$371LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$6,535LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$994AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$17,478AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$155,249OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$128,022OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$22,291OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$43,942InterestRevAndExpnssAmt
Interest Net Invst Incm$1,900InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$32,755InterestDsbrsChrtblAmt
Taxes Rev And Expnss$299,519TaxesRevAndExpnssAmt
Taxes Net Invst Incm$14,531TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$35,290TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$47,249DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$2,098DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$14,947OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$733OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$11,112OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$25,082TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$3,047TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$20,540TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$485PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$20PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$368PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,803,771OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,454,202OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$333,654OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,183,924TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,647,574TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,074,263TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,199,694ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,687,944ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,383,618TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,647,574TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,762,207TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,691,361ExcessRevenueOverExpensesAmt
Net Investment Income$10,399,586NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$200CashBOYAmt
Cash EOY$200CashEOYAmt
Cash EOYFMV$200CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,682,020SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,561,261SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,561,261SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$19,725AcctRcvblBOYAmt
Prepaid Expenses BOY$13,336PrepaidExpensesBOYAmt
Prepaid Expenses EOY$5,191PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,191PrepaidExpensesEOYFMVAmt
Other Investments BOY$95,827,861OtherInvestmentsBOYAmt
Other Investments EOY$106,329,072OtherInvestmentsEOYAmt
Other Investments EOYFMV$106,329,072OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,721,129LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$299,226LandBldgEquipAccumDeprecAmt
Land BOY$1,464,812LandBOYAmt
Land EOY$1,421,903LandEOYAmt
Land EOYFMV$1,421,903LandEOYFMVAmt
Total Assets BOY$108,007,954TotalAssetsBOYAmt
Total Assets EOY$110,317,627TotalAssetsEOYAmt
Total Assets EOYFMV$110,317,627TotalAssetsEOYFMVAmt
Accounts Payable BOY$69,868AccountsPayableBOYAmt
Accounts Payable EOY$55,444AccountsPayableEOYAmt
Grants Payable BOY$3,249,457GrantsPayableBOYAmt
Grants Payable EOY$1,906,108GrantsPayableEOYAmt
Other Liabilities BOY$9,743,484OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,202,868OtherLiabilitiesEOYAmt
Total Liabilities BOY$13,062,809TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,164,420TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$94,945,145UnrestrictedBOYAmt
Unrestricted EOY$107,153,207UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$94,945,145TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$107,153,207TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$108,007,954TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$110,317,627TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$94,945,145TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,691,361ExcessRevenueOverExpensesAmt
Other Increases$6,516,701OtherIncreasesAmt
Subtotal$107,153,207SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$107,153,207TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (113 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CFI HIGH QUALITY BOND FUND 25.977 SHP2017-01-10$275$274$1$1
CONTINGENT ASSET PORTFOLIO 40.012 SHP2017-01-10$392$400-$8-$8
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 473.896 SHP2017-02-08$6,781$5,099$1,682$1,682
CFI HIGH QUALITY BOND FUND 14.010P2017-02-08$149$148$1$1
CONTINGENT ASSET PORTFOLIO 40.027 SHP2017-02-08$393$400-$7-$7
STRATEGIC SOLUTIONS GLOBAL EQUITY FUND, LLC 418.017P2017-03-08$6,179$4,498$1,681$1,681
CFI HIGH QUALITY BOND FUND 12.808 SHP2017-03-07$135$135$0$0
CONTINENT ASSET PORTFOLIO 36.239 SHP2017-03-07$356$362-$6-$6
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 459.213 SHP2017-04-09$6,878$4,947$1,931$1,931
CFI HIGH QUALITY BOND FUN 14.112 SHP2017-04-10$150$149$1$1
CONTINENT ASSET PORTFOLIO 40.225 SHP2017-04-10$394$401-$7-$7
STRATEGIC SOLUTIONS GLOBAL EQUITY,LLC 434.192 SHP2017-05-08$6,629$4,677$1,952$1,952
CFI HIGH QUALITY BOND FUND 13.760 SHP2017-05-07$146$145$1$1
CONTINENT ASSET PORTFOLIO 42.194 SHP2017-05-07$413$420-$7-$7
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 437.722 SHP2017-06-07$6,849$4,715$2,134$2,134
CFI HIGH QUALITY BOND FUND 14.101 SHP2017-06-07$152$151$1$1
CONTIGENT ASSET PORTFOLIO, LLC 49.864 SHP2017-06-07$491$496-$5-$5
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 423.190 SHP2017-07-10$6,632$4,568$2,064$2,064
CFI HIGH QUALITY BOND FUND 37.148 SHP2017-07-10$396$397-$1-$1
CONTINGENT ASSET PORTFOLIO 36.206 SHP2017-07-10$353$360-$7-$7
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 425.718 SHP2017-08-07$6,851$4,595$2,256$2,256
CFI HIGH QUALITY BOND FUND 28.098 SHP2017-08-07$301$300$1$1
CONTIGENT ASSET PORTFOLIO, LLC 37.182 SHP2017-08-07$365$370-$5-$5
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 419.724 SHP2017-09-10$6,811$4,530$2,281$2,281
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 25157.672 SHP2017-02-08$360,000$270,691$89,309$89,309
NATURAL RESOURCES PARTNERS VIII, LP 62092.00 SHP2017-02-13$62,092$57,335$4,757$4,757
PRIVATE EQUITY PARTNERS VIII, LP 118712.00 SHP2017-02-03$118,712$91,637$27,075$27,075
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 1691.337 SHP2017-03-08$25,000$18,198$6,802$6,802
GLOBAL DISTRESSED INVESTORS LLC 3 48000.00 SHP2017-03-23$48,000$26,001$21,999$21,999
INTERNATIONAL PARTNERS VII, LP 125959.00 SHP2017-03-13$125,959$103,648$22,311$22,311
NATURAL RESOURCES PARTNERS X, LP 17482.00 SHP2017-03-06$17,482$14,648$2,834$2,834
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 16690.173 SHP2017-04-09$250,000$179,583$70,417$70,417
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 7811.001 SHP2017-04-09$117,000$84,045$32,955$32,955
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 58949.691 SHP2017-04-09$883,000$634,286$248,714$248,714
VENTURE PARTNERS IX, LP 42540.00 SHP2017-02-28$42,540$19,214$23,326$23,326
VENTURE PARTNERS IX, LP 72045.00 SHP2017-03-12$72,045$32,539$39,506$39,506
VENTURE PARTNERS X, LP 17394.00 SHP2017-03-19$17,394$12,175$5,219$5,219
SSG REAL OPPORTUNITIES FUND 2014 87384.37 SHP2017-04-13$87,384$76,478$10,906$10,906
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 32750.947 SHP2017-05-08$500,000$352,806$147,194$147,194
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 32750.94 SHP2017-05-08$500,000$352,806$147,194$147,194
CONTINGENT ASSET PORTFOLIO , LLC 434.192 SHP2017-05-30$1,000,000$1,013,483-$13,483-$13,483
NATURAL RESOURCES PARTNERS VIII, LP 66479.00 SHP2017-05-29$66,479$58,744$7,735$7,735
PRIVATE EQUITY PARTNERS VIII, LP 86421.00 SHP2017-05-04$86,421$63,364$23,057$23,057
SSG REAL OPPORTUNITIES FUND 2014 212556.58 SHP2017-05-14$212,557$178,741$33,816$33,816
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 15.64657 SHP2017-06-07$160,000$110,157$49,843$49,843
CFI HIGH QUALITY BOND FUND 10.66620 SHP2017-06-29$420,000$420,542-$542-$542
CERBERUS OFFSHORT LLOF III, LP 5836.83 SHP2017-06-15$5,837$5,436$401$401
GLOBAL DISTRESSED INVESTORS LLC 3 200000.00 SHP2017-06-15$200,000$103,284$96,716$96,716
INTERNATIONAL PARTNERS VII, LP 166823.00 SHP2017-06-15$166,823$136,731$30,092$30,092
NATURAL RESOURCES PARTNERS IX, LP 28297.00 SHP2017-06-28$28,297$23,589$4,708$4,708
NATURAL RESOURCES PARTNERS VIII, LP 35000.00 SHP2017-06-27$35,000$30,151$4,849$4,849
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 15.67245 SHP2017-07-10$1,100,000$757,573$342,427$342,427
VENTURE PARTNERS IX, LP 1.00 SHP2017-06-20$71,406$29,129$42,277$42,277
VENTURE PARTNERS X, LP 19608.00 SHP2017-06-25$19,608$13,724$5,884$5,884
VENTURE PARTNERS XI 24841.00 SHP2017-06-28$24,841$21,985$2,856$2,856
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 24854.029 SHP2017-08-07$400,000$268,266$131,734$131,734
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 21747.276P2017-08-07$350,000$234,733$115,267$115,267
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 15533.768 SHP2017-08-07$250,000$167,666$82,334$82,334
CCI-SSG GLOBAL PRIVATE EQUITY FUND 20525.00 SHP2017-08-10$20,525$18,447$2,078$2,078
INTERATIONAL PARTNERS VII, LP 54321.00 SHP2017-08-16$54,321$43,099$11,222$11,222
NATURAL RESOURCES PARTNERS IX, LP 67746.00 SHP2017-08-08$67,746$58,633$9,113$9,113
PRIVATE EQUITY PARTNERS VIII 52281.00 SHP2017-08-27$52,281$37,914$14,367$14,367
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 9735.956 SHP2017-09-10$158,000$105,087$52,913$52,913
STRATEGIC SOLUTIONS REALTY OPPORTUNITIES 49846.150 SHP2017-08-07$49,846$30,279$19,567$19,567
VENTURE PARTNERS IX, LP 71271.00 SHP2017-08-24$71,271$29,518$41,753$41,753
CCI-SSG GLOBAL PRIVATE EQUITY FUND 140000.00 SHP2017-09-21$14,913$12,834$2,079$2,079
CFI HIGH QUALITY BOND FUND 36.338 SHP2017-09-10$393$388$5$5
CERBURUS OFFSHORT LLOF III, LP 18062.110 SHP2017-09-10$18,062$16,567$1,495$1,495
CONTINGENT ASSET PORTFOLIO, LLC 37.194 SHP2017-09-10$366$370-$4-$4
CONTINGENT ASSET PORTFOLIO, LLC 61051.580 SHP2017-09-28$600,000$612,222-$12,222-$12,222
GMO BENCHMARK- FREE ALLOC III 731.390 SHP2017-09-19$20,040$19,579$461$461
GMO BENCHMARK- FREE ALLOC III 364963.504 SHP2017-09-19$10,000,000$9,769,726$230,274$230,274
GLOBAL DISTRESSED INVESTORS LLC 3 24000.00 SHP2017-09-21$24,000$11,701$12,299$12,299
NATURAL RESOURCES PARTNERS IX, LP 140000.00 SHP2017-09-24$41,804$36,839$4,965$4,965
NATURAL RESOURCES PARTNERS X, LP 9735.00 SHP2017-09-27$9,732$8,282$1,450$1,450
SSG REAL OPPORTUNITIES FUND 2014 170045.270 SHP2017-08-31$170,045$140,214$29,831$29,831
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 401.191 SHP2017-10-08$6,633$4,330$2,303$2,303
STRATEGIC SOLUTIONS REALTY OPPORTUNITIES 49846.150 SHP2017-09-07$49,846$30,026$19,820$19,820
CFI HIGH QUALITY BOND FUND 146.991 SHP2017-10-08$1,572$1,583-$11-$11
CONTIGENT ASSET PORTFOLIO, LLC 36.340 SHP2017-10-08$355$362-$7-$7
CONTINGENT ASSET PORTFOLIO, LLC 50768.596 SHP2017-10-30$495,000$505,380-$10,380-$10,380
NATURAL RESOURCES PARTNERS IX, LP 52500.00 SHP2017-10-18$20,780$18,482$2,298$2,298
PRIVATE EQUITY PARTNERS VIII 72811.00 SHP2017-10-10$72,811$50,355$22,456$22,456
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 11870.459 SHP2017-11-07$200,000$128,342$71,658$71,658
STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC 409.550P2017-11-07$6,900$4,428$2,472$2,472
STRATEGIC SOLUTIONS REALTY OPPORTUNITIES 25846.150 SHP2017-10-05$25,846$15,569$10,277$10,277
VENTURE PARTNERS IX, LP 50139.00 SHP2017-10-05$50,139$20,766$29,373$29,373
CFI HIGH QUALITY BOND FUND 209.931 SHP2017-11-07$2,253$2,261-$8-$8
CONTINGENT ASSET PORTFOLIO, LLC 29.633 SHP2017-11-07$289$295-$6-$6
CONTINGENT ASSET PORTFOLIO, LLC 5125.403 SHP2017-11-29$50,000$51,021-$1,021-$1,021
PRIVATE EQUITY PARTNERS VIII 150435.00 SHP2017-11-13$150,435$105,339$45,096$45,096
SSG REAL OPPORTUNITIES FUND 2014 134619.170 SHP2017-11-09$134,619$108,193$26,426$26,426
STRATEGIC SOLUTIONS GLOBAL EQUITY , LLC 391.357 SHP2017-12-07$6,707$4,231$2,476$2,476
VENTURE PARTNERS IX, LP 92710.00 SHP2017-11-05$92,710$38,484$54,226$54,226
VENTURE PARTNERS X, LP 174175.00 SHP2017-11-08$174,175$118,153$56,022$56,022
CCI- SSG GLOBAL PRIVATE EQUITY FUND 108909.00 SHP2017-12-20$108,909$92,058$16,851$16,851
CCI- SSG GLOBAL PRIVATE EQUITY FUND II, LLC 700000.00 SHP2017-12-27$70,000$48,468$21,532$21,532
CFI HIGH QUALITY BOND FUND 203.115 SHP2017-12-07$2,182$2,187-$5-$5
CFI HIGH QUALITY BOND FUND 102261.665 SHP2017-12-26$1,100,000$1,101,244-$1,244-$1,244
CERBERUS OFFSHORE LLOF III, LP 11999.200 SHP2017-12-11$11,999$10,784$1,215$1,215
CONTINGENT ASSET PORTFOLIO, LLC 22.445 SHP2017-12-27$219$223-$4-$4
GLOBAL DISTRESSED INVESTORS LLC 3 80000.00 SHP2017-12-14$80,000$38,686$41,314$41,314
INTERNATIONAL PARTNERS VII, LP 37500.00 SHP2017-12-28$37,500$27,692$9,808$9,808
NATURAL RESOURCES PARTNERS IX, LP 35916.00 SHP2017-12-27$35,916$30,007$5,909$5,909
NATURAL RESOURCES PARTNERS VII, LP 79761.00 SHP2017-12-20$79,761$74,648$5,113$5,113
NATURAL RESOURCES PARTNERS X, LP 35926.00 SHP2017-12-20$35,926$29,917$6,009$6,009
STRATEGIC SOLUTIONS REALTY OPPORTUNITIES 104615.380 SHP2017-12-07$104,615$62,006$42,609$42,609
VENTURE PARTNERS IX, LP 41913.00 SHP2017-12-03$41,913$16,575$25,338$25,338
VENTURE PARTNERS IX, LP 61182.00 SHP2017-12-25$61,182$24,194$36,988$36,988
K-1 INVESTMENT S/T GAIN/LOSSP$1,832,983$1,832,983$1,832,983
K-1 INVESTMENT L/T GAIN/LOSSP$3,144,007$3,144,007$3,144,007
STRATEGIC GLOBAL EQUITY, LLC 401.496 SHP2017-12-29$6,969$4,348$2,621$2,621
STRATEGIC GLOBAL EQUITY LLC 8642.241 SHP2017-12-29$150,000$93,582$56,418$56,418
FieldValueIRS element (for citing)
Capital Gain Net Income$7,879,001CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,319,055AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$110,569,713NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057150DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,976,581AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$118,264,990NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058991DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,537,026AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$123,926,377NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052749DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,627,328AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$117,345,639NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056477DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,676,591AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$111,083,579NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051102DistributionYr5Rt
Total Distribution0.276469TotalDistributionRt
Average Distribution0.055294AverageDistributionRt
Net Vl Noncharitable Assets$101,532,558NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,614,141AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$103,996NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,718,137AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,762,207QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$207,992InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$207,992SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$207,992TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$240,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$240,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$32,008OverpaymentAmt
Applied To ES Tax$32,008AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTP://WWW.HEALINGTRUST.ORGWebsiteAddressTxt
Individual With BooksKRISTEN KEELY-DINGERIndividualWithBooksNm
Phone6152842683PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12928 SIDCO DRIVEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37204ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RUTH JOHNSON
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
LANI WILKESON ROSSMANN
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
REV KAKI FRISKICS-WARREN
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
STEWART CLIFTON
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
SCOTT JENKINS
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
CRAIG REED
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
REV KRISTINA BROWN
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
KRISTEN KEELY-DINGER
2928 SIDCO DRIVENASHVILLETN37204CEO40.00$186,576$16,380$0
MATT DEEB
2928 SIDCO DRIVENASHVILLETN37204CFO40.00$133,100$12,653$0
TOM CURTIS
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
GAIL CARR WILLIAMS
2928 SIDCO DRIVENASHVILLETN37204CHAIR1.00$0$0$0
AILEEN KATCHER
2928 SIDCO DRIVENASHVILLETN37204SECRETARY1.00$0$0$0
MARK FIORAVANTI
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
JOHN WILSON JR
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
SUMITA KELLER
2928 SIDCO DRIVENASHVILLETN37204VICE CHAIR1.00$0$0$0
DR STEPHANIE BAILEY
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
KIM THOMASON
2928 SIDCO DRIVENASHVILLETN37204TRUSTEE1.00$0$0$0
BECKY HARRELL
2928 SIDCO DRIVENASHVILLETN37204TREASURER1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MEREDITH BENTON
2928 SIDCO DRNASHVILLETN37204SENIOR PROGRAM OFFIC40.00$106,472$12,852$0
JENNIFER OLDHAM
2928 SIDCO DRNASHVILLETN37204PROGRAM OFFICER40.00$73,085$14,098$0
CASEY MCCORMICK
2928 SIDCO DRNASHVILLETN37204OFFICE MANAGER40.00$57,746$9,571$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$100,949,913AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,128,826AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$103,078,739TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$103,078,739AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,546,181CashDeemedCharitableAmt
Net Vl Noncharitable Assets$101,532,558NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,076,628MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,076,628MinimumInvestmentReturnAmt
Tax Based On Investment Income$207,992TaxBasedOnInvestmentIncomeAmt
Total Tax$207,992TotalTaxAmt
Distributable Before Adj$4,868,636DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,868,636DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,868,636DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,762,207ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,762,207QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,762,207AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,868,636DistributableAsAdjustedAmt
Undistributed Income PY$542,473UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,762,207QualifyingDistributionsAmt
Applied To Year1$542,473AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,219,734AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$648,902UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKRISTEN KEELY-DINGERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12928 SIDCO DRAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37204ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6152848271RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS ARE REQUIRED TO SUBMIT GRANT APPLICATIONS THROUGH THE TRUST'S ONLINE APPLICATION PROCESS WHICH IS ONLY AVAILABLE THROUGH THE TRUST'S WEBSITE HTTP://HEALINGTRUST.ORG. THERE IS NO PAPER APPLICATION FORM. THE REQUIRED GRANT APPLICATION COMPONENTS FOR EACH GRANT TYPE ARE LISTED ON THE TRUST'S WEBSITE.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHE TRUST HAS QUARTERLY DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsAPPLICANTS MUST MEET THE FOLLOWING CRITERIA: *ORGANIZATION WITH A 501(C)(3) STATUS AND IN OPERATION AT LEAST ONE YEAR BY THE TIME OF THE FULL PROPOSAL DEADLINE *ORGANIZATION SERVES AT LEAST ONE OF THE 40 COUNTIES OF MIDDLE TENNESSEE. *ORGANIZATION OPERATES HEALTH RELATED PROGRAMS THAT PRODUCE MEASURABLE HEALTH OUTCOMES OR ADVOCATE FOR HEALTHCARE ACCESS. *ORGANIZATIONS MUST HAVE GENERATED AT LEAST $35,000 IN REVENUE (NOT INCLUDING IN-KIND DONATIONS) IN THEIR PREVIOUS FISCAL YEAR. *ALL GRANT PROPOSALS SHOULD DISPLAY AND EMPHASIZE RESPECT FOR THE DIGNITY OF ALL PERSONS. *ORGANIZATIONS MUST HAVE THEIR OWN STATEMENT OF INCLUSIVENESS OR NON-DISCRIMINATION PRIOR TO MAKING THE APPLICAITON.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGAPE
4555 TROUSDALE DRIVENASHVILLETN37204NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$32,000
AMERICAN HEART ASSOCIATION INC
1818 PATTERSON STNASHVILLETN37203NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$39,757
APHESIS HOUSE INC
1522 COMPTON AVENASHVILLETN37212NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$23,000
BRIDGES OF WILLIAMSON COUNTY
PO BOX 1592FRANKINTN37065NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$27,000
BUILDING LIVES FOUNDATION
PO BOX 210184NASHVILLETN37221NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$15,000
CAREGIVER RELIEF PROGRAM OF BEDFORD
PO BOX 584SHELBYVILLETN37162NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$5,600
CASA WORKS INC
224 WEST FORT STMANCHESTERTN37355NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$11,021
CATHOLIC CHARITIES OF TENNESSEE
10 S 6TH STREETNASHVILLETN37206NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$41,000
CHARIS HEALTH CENTER
2620 N MT JULIET RDMT JULIETTN37122NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$24,869
CHILD ADVOCACY CENTER FOR THE 23RD
PO BOC 468 604 SPRING STREETCHARLOTTETN37036NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$19,976
CHRISTIAN COUNSELING CTR CUMBERLAND
348 TAYLOR ST STE 105CROSSVILLETN38555NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$7,333
COFFEE CTY CHILDRENS ADV CENTER
104 N SPRING STMANCHESTERTN37355NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$17,635
CONEXIAN AMERICAS
2195 NOLENSVILLE PIKENASHVILLETN37211NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$70,000
CROSSBRIDGE INC
335 MURFREESBORO RDNASHVILLETN37210NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$39,800
CUMBERLAND CRISIS PREGNANCY CENTER
PO BOX 1037HENDERSONVILLETN37077NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$57,000
DISABILITY RIGHTS TENNESSEE
2 INTERNATIONAL PLAZA DR STE 825NASHVILLETN37217NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$40,000
DOMESTIC VIOLENCE PROGRAM
2106 EAST MAIN STMURFREESBOROTN37133NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$30,000
ELDERS FIRST ADULT DAY SERVICES ASS
PO BOX 332966MURFREESBOROTN37133NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$7,900
END SLAVERY TENNESSEE
50 VANTAGE WAY SUITE 255NASHVILLETN37228NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$30,000
FAITH FAMILY MEDICAL CLINIC
326 21ST AVE NNASHVILLETN37203NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$70,000
FAMILY AND CHILDRENS SERVICES
201 23RD AVE NNASHVILLETN37203NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$40,000
FENTRESS COUNTY CHILDRENS CENTER
340 WEST CENTRAL AVEJAMESTOWNTN38556NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$21,000
FRIENDS LIFE COMMUNITY
4414 GRANNY WHITE PKNASHVILLETN37204NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$44,600
HAVEN OF HOPE INC
PO BOX 1271MANCHESTERTN37349NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$4,500
HEARING BRIDGES
415 4TH AVE S STE ANASHVILLETN37201NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$55,000
HOPE CLINIC FOR WOMEN
1810 HAYES STNASHVILLETN37203NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$40,000
HOPE FAMILY HEALTH SERVICES
12124 NEW HIGHWAY 52 WWESTMORELANDTN37186NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$63,000
INSIGHT COUNSELING CENTERS
5501 FRANKLIN PIKENASHVILLETN37220NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$71,830
INTERFAITH DENTAL CLINIC OF NASHVIL
1721 PATTERSON STNASHVILLETN37203NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$70,000
JUNIORS HOUSE INC
704 W MAPLE STFAYETTEVILLETN37334NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$20,000
KIDS PLACE A CHILD ADVOCACY CENTER
614 WEST POINT RDLAWRENCEBURGTN38464NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$22,000
KIPP EAST NASHVILLE PREPARATORY
3410 KNIGHT DRNASHVILLETN37027NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$50,000
MARTHA OBRYAN CENTER INC
711 SOUTH SEVENTH STNASHVILLETN37206NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$70,000
MARY PARRISH CENTER
PO BOX 60009NASHVILLETN37206NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$41,455
MENTAL HEALTH ASSOC OF MID TENNESSE
446 METROPLEX DRIVE STE A224NASHVILLETN37211NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$60,000
MID-CUMBERLAND HUMAN RESOURCE AGENC
1101 KERMIT DRIVE STE 300NASHVILLETN37217NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$50,000
MONROE HARDING INC
1120 GLENDALE LNNASHVILLETN37204NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$40,000
MUSCULAR DYSTROPHY ASSOCIATION
783 OLD HICKORY BLVD STE 300WBRENTWOODTN37027NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$10,770
MUSIC HEALTH ALLIANCE INC
2021 RICHARD JONES ROAD STE 160NASHVILLETN37215NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$40,000
NAMI TENNESSEE
1101 KERMIT DRIVE STE 605NASHVILLETN37217NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$20,000
NASHVILLE CARES
633 THOMPSON LANENASHVILLETN37204NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$65,000
NASHVILLE CHILDRENS ALLIANCE
1264 FOSTER AVENASHVILLETN37210NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$36,000
NASHVILLE CONFLICT RESOLUTION CENTE
4732 W LONGDALE DRIVENASHVILLETN37211NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$22,000
NASHVILLE DRUG COURT FOUNDATION
1300 DIVISION ST STE 107NASHVILLETN37203NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$55,000
OASIS CENTER
1704 CHARLOTTE AVE SUITE 200NASHVILLETN37203NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$63,000
OUR KIDS INC
1804 HAYES STNASHVILLETN37203NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$60,000
PARK CENTER
801 12TH AVE SOUTHNASHVILLETN37203NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$70,000
PARTNERS FOR HEALING
109 W BLACKWELL STTULLAHOMATN37388NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$10,000
PRESTON TAYLOR MINISTRIES
PO BOX 90442NASHVILLETN37209NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$19,500
PREVENT CHILD ABUSE TENNESSEE
4721 TROUSDALE DR STE 121NASHVILLETN37220NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$100,000
PRIMARY CARE AND HOPE CLINIC
1453 HOPE WAYMURFREESBOROTN37129NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$63,000
REFUGE CENTER FOR COUNSELING INC
103 FORREST CROSSINGS BLVD STE 102FRANKLINTN37064NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$55,000
ROCKETOWN OF MIDDLE TENNESSEE
601 FOURTH AVE SNASHVILLETN37210NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$42,863
ROOM IN THE INN
PO BOX 25309NASHVILLETN37202NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$70,000
RURAL HEALTH ASSOCIATION OF TENNESS
21 NORTH WHITE OAK STREETDECATURVILLETN38329NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$20,000
SAFE HAVEN FAMILY SHELTER
1234 3RD AVE SNASHVILLETN37210NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS$25,000
SAFE SOLDIERS AND FAMILIES EMBRACED
1812 HAYNES STCLARKSVILLETN37043NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$29,500
SAINT THOMAS RUTHERFORD FOUNDATION
1700 MEDICAL CENTER PARKWAYMURFREESBOROTN37128NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$18,675
SEXUAL ASSAULT CENTER
101 FRENCH LANDING DRNASHVILLETN37228NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$70,000
ST THOMAS HEALTH SERVICES FUND
4220 HARDING RDNASHVILLETN37205NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$40,000
STEM PREPARATORY ACADEMY
1162 FOSTER AVENUENASHVILLETN37210NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$30,000
SUMNER CHILD ADVOCACY CENTERASHLEYS
315 W SMITH STGALLATINTN37066NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$18,500
TENNESSEE ASSOCIATION OF ALCOHOL DR
1321 MURFREESBORO PIKE STE 155NASHVILLETN37217NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$75,000
TENNESSEE CHARITABLE CARE NETWORK
PO BOX 121371NASHVILLETN372121371NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$20,000
TENNESSEE HEALTH CARE CAMPAIGN INC
500 INTERSTATE DR STE 231NASHVILLETN37210NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$65,000
TENNESSEE JUSTICE CENTER
301 CHARLOTTE AVENASHVILLETN37201NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$100,000
TENNESSEE JUSTICE FOR OUR NEIGHBORS
301 CHARLOTTE AVENASHVILLETN37201NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$40,000
TENNESSEE PRIMARY CARE ASSOC
710 SPENCE LANENASHVILLETN37217NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$70,000
TENNESSEE RESPITE COALITION
PO BOX 331337NASHVILLETN37203NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$39,644
TENNESSEE VOICES FOR CHILDREN
500 PROFESSIONAL PARK DRIVEGOODLETTSVILLETN37072NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$65,000
THE ARC OF TENNESSEE INC
545 MAINSTREAM DR STE 100NASHVILLETN37228NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$30,000
THE FAMILY CENTER
139 THOMPSON LANENASHVILLETN37211NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$45,000
THE SYCAMORE INSTITUTE
150 4TH AVE NORTH STE 1870NASHVILLETN37219NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$500,000
THISTLE FARMS INC
5122 CHARLOTTE PIKENASHVILLETN37209NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$63,000
TUCKERS HOUSE
103 FORREST CROSSINGS BLVD STE 201CFRANKLINTN37064NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULERNABLE POPULATIONS.$10,000
UPPER CUMBERLAND CHILD ADVOCACY CEN
480 S OLD KENTUCKY RDCOOKEVILLETN38501NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$21,800
URBAN HOUSING SOLUTIONS INC
822 WOODLAND STNASHVILLETN37206NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$34,308
WELCOME HOME MINISTRIES
PO BOX 100183NASHVILLETN37224NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$58,108
WILLIAMSON CTY CASA INC
212 E MAIN STREETFRANKLINTN37064NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,687,944TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA OF MAURY COUNTY
22 PUBLIC SQUARE STE 2COLUMBIATN38401NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$27,000
CENTER OF HOPE
2441 PARK PLUS DRCOLUMBIATN38401NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$40,000
DISABILITY RIGHTS TENNESSEE
2 INTERNATIONAL PLAZA DR STE 825NASHVILLETN37217NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$40,000
END SLAVERY TENNESSEE
50 VANTAGE WAY SUITE 255NASHVILLETN37228NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$30,000
FAMILY AND CHILDRENS SERVICES
201 23RD AVE NNASHVILLETN37203NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$63,000
HOPE FAMILY HEALTH SERVICES
12124 NEW HIGHWAY 52 WWESTMORELANDTN37186NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$25,070
KYMARI HOUSE INC
PO BOX 12306MURFREESBOROTN37129NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$12,000
MATTHEW WALKER COMPREHENSIVE HEALTH
1035 14TH AVENUE NORTHNASHVILLETN37208NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$63,000
MEN OF VALOR
1410 DONELSON PIKE STE B-1NASHVILLETN37217NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$40,000
MENTAL HEALTH ASSOC OF MID TENNESSE
446 METROPLEX DRIVE STE A224NASHVILLETN37211NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$60,000
NAMI TENNESSEE
1101 KERMIT DRIVE STE 605NASHVILLETN37217NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$20,000
NASHVILLE CARES
633 THOMPSON LANENASHVILLETN37204NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$65,000
NEIGHBORHOOD HEALTH
2711 FOSTER AVENUENASHVILLETN37210NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$63,000
NURSES FOR NEWBORNS OF TN
50 VANTAGE WAY SUITE 101NASHVILLETN37203NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$39,038
PREVENT CHILD ABUSE TENNESSEE
4721 TROUSDALE DR STE 121NASHVILLETN37220NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$90,000
RENEWAL HOUSE
3410 CLARKSVILLE PKNASHVILLETN37218NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$49,500
SAFE HAVEN FAMILY SHELTER
1234 THIRD AVENUE SOUTHNASHVILLETN37210NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$49,500
SILAOM FAMILY HEALTH CENTER
820 GALE LANENASHVILLETN37204NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$63,000
STARS NASHVILLE
1704 CHARLOTTE AVE STE 103NASHVILLETN37203NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$63,000
TENNESSEE ASSOCIATION OF ALCOHOL DRUG & OTHER ADDICTION SERVICES
1321 MURFREESBORO PIKE STE 155NASHVILLETN37217NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$75,000
TENNESSEE IMMIGRANT AND REFUGEE RIG
2195 NOLENSVILLE PIKENASHVILLETN37211NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$60,000
TENNESSEE PRIMARY CARE ASSOC
710 SPENCE LANENASHVILLETN37217NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$70,000
TENNESSEE VOICES FOR CHILDREN
500 PROFESSIONAL PARK DRIVEGOODLETTSVILLETN37072NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$65,000
THE ARC OF TENNESSEE INC
545 MAINSTREAM DR STE 100NASHVILLETN37228NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$30,000
THE EXCHANGE CLUBHOLLAND J STEPHENS
616 B N CHURCH STLIVINGSTONTN38570NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$27,000
THE NEXT DOOR
PO BOX 23336NASHVILLETN37202NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$63,000
THE SYCAMORE INSTITUTE
150 4TH AVE NORTH STE 1870NASHVILLETN37219NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$500,000
WILLIAMSON CTY CHILD ADVOCACY CTR
101 FORREST CROSSING BLVD STE 106FRANKINTN37064NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$30,000
WILSON COUNTY CASA INC
111 CASTLE HEIGHTS AVELEBANONTN37087NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$21,000
YWCA OF NASHVILLE AND MIDDLE TENNES
1608 WOODMONT BLVDNASHVILLETN37215NONEPUBLICTO EXPAND ACCESS TO COMPASSIONATE HEALTHCARE FOR VULNERABLE POPULATIONS.$63,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,906,108TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$336,073ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,526,255ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$4,272UnrelatedBusinessTaxblIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$149ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,879,001ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdExclusionExclusionCdExclusionExclusionAmtUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
MISCELLANEOUS90009901$1,696
K-1 OTHER INCOME90009914$2,303,376$19,865

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$24,137UnrelatedBusinessTaxblIncmAmt
Exclusion$12,046,550ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,070,687TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT & TAX SERVICESCategoryTxt
Amt$22,250Amt
Net Investment Income$994NetInvestmentIncomeAmt
Disbursements Charitable Prps$17,478DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$66,313,359$66,313,359
PRIVATE CAPITAL/PARTNERSHIPSFMV$40,015,713$40,015,713

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$8,319LegalFeesAmt
Net Investment Income$371NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,535DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBSCRIPTIONS$36,402$822$32,586
TELECOMMUNICATIONS$7,645$331$6,016
COMPUTER & SMALL EQUIPMENT$14,660$581$10,431
OFFICE SUPPLIES$11,867$498$9,384
INSURANCE$11,960$460$9,633
MISCELLANEOUS$2,778$62$1,516
TECHNOLOGY SUPPORT$31,015$534$28,358
SPECIAL INCENTIVES$75,357$0$75,357
AWARDS & SPONSORSHIPS$80,000$0$80,000
K-1 OTHER DEDUCTIONS$1,450,710$1,450,710$0
CONSULTANTS AND CONTRACT LABOR$81,377$204$80,373

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MISCELLANEOUS$1,696$1,696$1,696
K-1 OTHER INCOME$2,323,241$2,303,376$2,323,241

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS$5,602,244
PY AUDIT RESTATEMENT ADJUSTMENT$914,457

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
NOTE PAYABLE$1,243,484$1,202,868
PBGC SETTLEMENT ACCRUAL$8,500,000$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL FEES$28,435$1,208$22,291
INVESTMENT FEES - STATE STREET$106,774$106,774$0
INVESTMENT FEES - GMO$20,040$20,040$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$45,315$2,474$35,290
FEDERAL TAXES$242,147$0$0
K-1 FOREIGN TAXES$12,057$12,057$0

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