BETA

LEWIS FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LEWIS FOUNDATION (EIN 45-6628772)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-09
IRS object ID
201820999349100817
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-04-09T20:02:09-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621199757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LBMC PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1869AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP370241869ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456628772EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEWIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEWIBusinessNameControlTxt
Phone6158898901PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19274 EXTON LANEAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM VALLETPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6158898901PhoneNum
Signature2018-02-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIANA J MULLENAXPreparerPersonNm
PTINP00897592PTIN
Phone6153774600PhoneNum
Preparation2018-02-12PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,208,740FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$466,889DividendsRevAndExpnssAmt
Dividends Net Invst Incm$466,889DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$732,054NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,951,916GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$732,054CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,198,943TotalRevAndExpnssAmt
Total Net Invst Incm$1,198,943TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,780AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$890AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$111,575OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$111,575OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,769TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$130,124TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$112,465TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,475,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,475,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,605,624TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$112,465TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,475,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,406,681ExcessRevenueOverExpensesAmt
Net Investment Income$1,086,478NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$398,849CashBOYAmt
Cash EOY$204,906CashEOYAmt
Cash EOYFMV$204,906CashEOYFMVAmt
US Government Obligations BOY$700,278USGovernmentObligationsBOYAmt
US Government Obligations EOY$281,035USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$281,035USGovtObligationsEOYFMVAmt
Corporate Stock BOY$17,389,032CorporateStockBOYAmt
Corporate Stock EOY$18,706,260CorporateStockEOYAmt
Corporate Stock EOYFMV$18,706,260CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,101,770CorporateBondsBOYAmt
Corporate Bonds EOY$3,016,539CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,016,539CorporateBondsEOYFMVAmt
Total Assets BOY$22,589,929TotalAssetsBOYAmt
Total Assets EOY$22,208,740TotalAssetsEOYAmt
Total Assets EOYFMV$22,208,740TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$22,589,929RetainedEarningBOYAmt
Retained Earning EOY$22,208,740RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,589,929TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,208,740TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,589,929TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,208,740TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,589,929TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,406,681ExcessRevenueOverExpensesAmt
Other Increases$2,025,492OtherIncreasesAmt
Subtotal$22,208,740SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,208,740TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB 3104D$2,951,899$2,219,862$732,037$732,037
CAPITAL GAINS DIVIDENDSP$17$17$17
FieldValueIRS element (for citing)
Capital Gain Net Income$732,054CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,319,811AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$21,402,993NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.155110DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,015,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$21,375,219NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047485DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,316,740AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$22,478,615NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.103064DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,394,659AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$20,891,081NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.066759DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,324,922AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$16,248,703NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.081540DistributionYr5Rt
Total Distribution0.453958TotalDistributionRt
Average Distribution0.090792AverageDistributionRt
Net Vl Noncharitable Assets$21,849,890NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,983,795AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,865NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,994,660AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,475,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$10,865InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,865SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,865TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,720EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,720TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,855OverpaymentAmt
Applied To ES Tax$1,855AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS A VALLETT TRUSTEEIndividualWithBooksNm
Phone6158898901PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19274 EXTON LANEAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS A VALLETT
9274 EXTON LANEBRENTWOODTN37027TRUSTEE0.25$0$0$0
JANE E VALLETT
9274 EXTON LANEBRENTWOODTN37027TRUST COMMITTEE MEMBER0.25$0$0$0
ELIZABETH PRIVETT
9274 EXTON LANEBRENTWOODTN37027TRUST COMMITTEE MEMBER0.25$0$0$0
SARA J BAUMGARTNER
9274 EXTON LANEBRENTWOODTN37027TRUST COMMITTEE MEMBER0.25$0$0$0
PAUL T VALLETT
9274 EXTON LANEBRENTWOODTN37027TRUST COMMITTEE MEMBER0.25$0$0$0
WADE C PRIVETT
9274 EXTON LANEBRENTWOODTN37027TRUST COMMITTEE MEMBER0.25$0$0$0
JEFF BAUMGARTNER
9274 EXTON LANEBRENTWOODTN37027TRUST COMMITTEE MEMBER0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
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$21,955,264AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$227,365AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,182,629TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$22,182,629AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$332,739CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,849,890NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,092,495MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,092,495MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,865TaxBasedOnInvestmentIncomeAmt
Total Tax$10,865TotalTaxAmt
Distributable Before Adj$1,081,630DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,081,630DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,081,630DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,475,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,475,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$10,865PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,464,635AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,081,630DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$414,886ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$360,787ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,209,329ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$2,275,039ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,260,041TotalExcessDistributionCyovAmt
Qualifying Distributions$3,475,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,081,630AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,393,870RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,653,911TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$414,886ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,239,025ExcessDistriCyovToNextYrAmt
Excess From Year4$360,787ExcessFromYear4Amt
Excess From Year3$1,209,329ExcessFromYear3Amt
Excess From Year1$2,275,039ExcessFromYear1Amt
Excess From Current Year$2,393,870ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS A VALLETTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRAD ECHOLS FOUNDATION
2661 QUEENSTOWN RDBIRMINGHAMAL35210NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$5,000
BRENTWOOD BAPTIST CHURCH
7777 CONCORD RDBRENTWOODTN37027NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$750,000
DAYSTAR COUNSELING MINISTRIES
2801 AZALEA PLNASHVILLETN37204NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$465,000
GRACEWORKS MINISTRIES
104 SOUTHEAST PKWYFRANKLINTN37064NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$300,000
NASHVILLE RESCUE MISSION
639 LAFAYETTE STNASHVILLETN37203NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$50,000
RETT'S ROOST - KINDFUL
782 MELROSE AVENASHVILLETN37211NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$10,000
YOUNG LIFE - CAROLINA POINT
4000 GLADY FORK RDBREVARDNC28712NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$750,000
YOUNG LIFE - NATIONAL
PO BOX 520COLORADO SPRINGSCO80901NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$1,100,000
THE NEXT DOOR
402 22ND AVE NNASHVILLETN37203NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$30,500
WAVES OF GRACE
1217 CHICKSAW DRIVEBRENTWOODTN37027NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$10,000
YOUNG LIFE - WILLIAMSON CO
170 MALLORY STATION ROADFRANKLINTN37067NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,475,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$466,889ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$732,054ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,198,943ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,198,943TotalIncomeProducingActyAmt

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)
CategoryTAX PREP FEECategoryTxt
Amt$1,780Amt
Net Investment Income$890NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$3,016,539EOYBookValueAmt
EOYFMV$3,016,539EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$18,706,260EOYBookValueAmt
EOYFMV$18,706,260EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$281,035StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$281,035StateLocalSecEOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$2,025,492Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$111,575Amt
Net Investment Income$111,575NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNET INVESTMENT TAX PAYMENTSCategoryTxt
Amt$16,769Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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