BETA

TY 2 FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TY 2 FOUNDATION INC (EIN 45-2996149)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202533189349103713
Schema version
2024v5.2
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)
Return2025-11-14T13:48:05-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201365485PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARLINGTON ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12000 MORRIS AVENUE SUITE 1200AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452996149EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TY 2 FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTY2FBusinessNameControlTxt
Phone6153339369PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15640 PINEWOOD ROADAddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37064ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY OSMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6153339369PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN B CURETONPreparerPersonNm
PTINP01727132PTIN
Phone2054884330PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,741,265FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$514,232ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$61,077InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$61,077InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$205,361DividendsRevAndExpnssAmt
Dividends Net Invst Incm$205,361DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$78,168NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$782,697GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$78,168CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$4,836OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$10,265OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$854,002TotalRevAndExpnssAmt
Total Net Invst Incm$334,341TotalNetInvstIncmAmt
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$19,347AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,674AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,673AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$38,194OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$38,194OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,530TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,233TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$13,734OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,891OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$843OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$79,805TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$64,992TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,516TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$296,919ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$296,919ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$376,724TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$64,992TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$307,435TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$477,278ExcessRevenueOverExpensesAmt
Net Investment Income$269,349NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,010,204SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$851,695SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$851,695SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$290,015CorporateStockBOYAmt
Corporate Stock EOY$304,424CorporateStockEOYAmt
Corporate Stock EOYFMV$612,944CorporateStockEOYFMVAmt
Other Investments BOY$5,362,738OtherInvestmentsBOYAmt
Other Investments EOY$5,804,733OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,269,994OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$6,632OtherAssetsEOYAmt
Other Assets EOYFMV$6,632OtherAssetsEOYFMVAmt
Total Assets BOY$6,662,957TotalAssetsBOYAmt
Total Assets EOY$6,967,484TotalAssetsEOYAmt
Total Assets EOYFMV$7,741,265TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$120,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$120,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,662,957NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,847,484NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,662,957TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,847,484TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,662,957TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,967,484TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,662,957TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$477,278ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,140,235SubtotalAmt
Other Decreases$292,751OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,847,484TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ARLINGTON TRUST COMPANYP2024-01-012024-12-31$713,481$704,529$8,952$8,952
FROM PASSTHROUGHP2024-01-012024-12-31$5,376$5,376$5,376
CAPITAL GAINS DIVIDENDSP$63,840$63,840$63,840
FieldValueIRS element (for citing)
Capital Gain Net Income$78,168CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,744InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,744SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,744TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,100EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,100ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,456OverpaymentAmt
Applied To ES Tax$5,456AppliedToESTaxAmt
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 GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NANCY L OSMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6153339369PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15640 PINEWOOD ROADAddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37064ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NANCY L OSMAN
5640 PINEWOOD ROADFRANKLINTN37064PRESIDENT10.00$0$0$0
KENDALL OSMAN
5640 PINEWOOD ROADFRANKLINTN37064VICE PRESIDENT0.00$0$0$0
BRENNAN MCNEIL
5640 PINEWOOD ROADFRANKLINTN37064SECRETARY0.00$0$0$0
ADAIR MCNEIL
5640 PINEWOOD ROADFRANKLINTN37064TREASURER0.00$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$6,359,152AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$946,172AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,305,324TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,305,324AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$109,580CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,195,744NetVlNoncharitableAssetsAmt
Minimum Investment Return$359,787MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$359,787MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,744TaxBasedOnInvestmentIncomeAmt
Income Tax$756IncomeTaxAmt
Total Tax$4,500TotalTaxAmt
Distributable Before Adj$355,287DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$355,287DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$355,287DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$307,435ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$307,435QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$355,287DistributableAsAdjustedAmt
Undistributed Income PY$291,327UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$307,435QualifyingDistributionsAmt
Applied To Year1$291,327AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,108AppliedToCurrentYearAmt
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$339,179UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNANCY L OSMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOTH HANDS FOUNDATION
PO BOX 2713BRENTWOODTN37027N/ANCSOCIAL SERVICE FUNDING$50,000
COACHING LIFE MATTERS
7100 EXECUTIVE CENTER DRBRENTWOODTN37027N/ANCSOCIAL SERVICE FUNDING$5,000
FAITH FAMILY MEDICAL CENTER
326 21ST AVE NNASHVILLETN37203N/ANCFAMILY WELLNESS FUNDING$10,000
FRANKTOWN OPEN HEARTS MINISTRY
412 CUMMINS STREETFRANKLINTN37064N/ANCCOMMUNITY AND YOUTH DEVELOPMENT FUNDING$10,000
HARD BARGAIN
PO BOX 545FRANKLINTN37065N/ANCHISTORIC PRESERVATION FUNDING$7,500
HEALING HANDS INTERNATIONAL
455 MCNALLY DRNASHVILLETN37211N/ANCSOCIAL SERVICE FUNDING$10,000
HEALTH TALENTS INTERNATIONAL
1991 LAVERGNE COURTNASHVILLETN37210N/ANCMEDICAL SERVICE FUNDING$10,000
JH RANCH
402 OFFICE PARK DR STE 310BIRMINGHAMAL35223N/ANCSOCIAL SERVICE FUNDING$10,000
JOVENES EN CAMINO
PO BOX 2883BRENTWOODTN37027N/ANCSOCIAL SERVICE FUNDING$90,000
LAMBSCROFT MINISTRIES
1827 12TH AVE S STE ANASHVILLETN37203N/ANCCOMMUNITY DEVELOPMENT FUNDING$5,000
MEN OF VALOR
504 VALOR WAYANTIOCHTN37013N/ANCPRISON MINISTRY FUNDING$10,000
MISSION LAZARUS
PO BOX 150524NASHVILLETN37215N/ANCCOMMUNITY AND YOUTH DEVELOPMENT FUNDING$15,000
NARROW GATE FOUNDATION
PO BOX 267DUCK RIVERTN38454N/ANCSOCIAL SERVICE FUNDING$5,000
NATIONS MINISTRY CENTER
PO BOX 128154NASHVILLETN37212N/ANCCOMMUNITY AND YOUTH DEVELOPMENT FUNDING$7,000
MANA NUTRITION
189 SEABOARD ROADFITZGERALDGA31750N/ANCSOCIAL SERVICE FUNDING$25,000
SAMARITAN'S PURSE
1321 MURFREESBORO PIKENASHVILLETN37217N/ANCHUMANITARIAN AID FUNDING$25,000
FROM PASSTHROUGH ENTITIES
2000 MORRIS AVENUE SUITE 1300BIRMINGHAMAL35203N/APASSTHROUGH ENTITYCHARITABLE CONTRIBUTION$2,419
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$296,919TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,077ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$205,361ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$78,168ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
FROM PASSTHROUGH14-$10,265
UBTI FROM PASSTHROUGH ENTITY523000$4,999
MISCELLANEOUS INCOME$430

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4,999UnrelatedBusinessTaxblIncmAmt
Exclusion$334,771ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$339,770TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonNANCY L OSMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15640 PINEWOOD ROADAddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37064ZIPCd
FieldValueIRS element (for citing)
Total Contributions$497,232TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3,807 SHARES OF VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETFNoncashPropertyDesc
Fair Market Value$497,232FairMarketValueAmt
Received2024-11-19ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$19,347Amt
Net Investment Income$9,674NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,673DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWILSON BANK & TRUSTStockNm
EOY Book Value$304,424EOYBookValueAmt
EOYFMV$612,944EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ARLINGTON TRUST COMPANYAT COST$4,800,206$5,237,846
MISSION 3A STUDIO HOLDINGS I LLCAT COST$134,258$150,000
ARLINGTON INCOME FUND LLCAT COST$870,269$882,148

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCONTRIBUTION RECEIVABLEDesc
EOY Book Value$6,632EOYBookValueAmt
EOYFMV$6,632EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH$16
FMV OF DONATED PROPERTY IN EXCESS OF BASIS$93,729
PRIOR PERIOD ADJUSTMENT$199,006

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$7$0$7
MISCELLANEOUS EXPENSES$836$0$836
EXPENSES FROM PASSTHROUGH ENTITIES$12,891$12,891$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FROM PASSTHROUGH-$10,265-$10,265-$10,265
UBTI FROM PASSTHROUGH ENTITY$4,999$4,999
MISCELLANEOUS INCOME$430$430

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDONATION PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$120,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$38,194Amt
Net Investment Income$38,194NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonNANCY L OSMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15640 PINEWOOD ROADAddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37064ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$3,689$3,689$0
TAXES & LICENSES$544$544$0
FEDERAL EXCISE TAX$4,297$0$0

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