PATRICIA AND RODES HART FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PATRICIA AND RODES HART FOUNDATION (EIN 62-1355032)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201831299349101188
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T14:41:06-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620788068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURYEAR HAMILTON HAUSMAN & WOOD PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CORPORATE CENTRE DRIVE SUITE | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621355032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA AND RODES HART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 6153705801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 HILLSBORO ROAD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H RODES HART | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6152594222 | PhoneNum |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD WOOD | PreparerPersonNm |
| PTIN | P00082166 | PTIN |
| Phone | 6157713600 | PhoneNum |
| Preparation | 2018-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $256,463 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,400,373 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,035 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,035 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,012,776 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,635 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $180 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $180 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,410,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,874 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,225 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,079,258 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,079,258 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,082,488 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,079,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$672,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $792,014 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,148 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,148 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $112,911 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $119,536 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $143,315 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $904,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $232,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $256,463 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $904,925 | RetainedEarningBOYAmt |
| Retained Earning EOY | $232,684 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $904,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $232,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $904,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $232,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $904,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$672,241 | ExcessRevenueOverExpensesAmt |
| Subtotal | $232,684 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $232,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 4,000 SH KEYCORP | D | 2017-02-17 | $75,038 | $75,920 | -$882 | -$882 | |
| 1,075 SH MORGAN STANLEY GROUP INC | D | 2017-02-17 | $48,942 | $49,611 | -$669 | -$669 | |
| 136,672.413 SH OW LARGE CAP STRAT | D | 2017-02-17 | $1,839,611 | $1,836,877 | $2,734 | $2,734 | |
| 327.587 SH OW LARGE CAP STRATEGIES | P | 2017-02-17 | $4,409 | $3,220 | $1,189 | $1,189 | |
| 67.659 SH OW ALL CAP CORE | P | 2017-02-17 | $1,000 | $1,027 | -$27 | -$27 | 2014-07-01 |
| 2,184.355 SH OW SMALL & MID CAP FUND | D | 2017-02-17 | $34,819 | $34,923 | -$104 | -$104 | |
| 11.379 SH OW SMALL & MID CAP FUND | P | 2017-02-17 | $181 | $168 | $13 | $13 | |
| 587.07 SH OW STRATEGIC OPPTYS FUND | P | $4,500 | $4,395 | $105 | $105 | 2015-01-16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,635 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,589,538 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $711,980 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 5.041628 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,324,255 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,944,249 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.709789 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,842,858 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,668,012 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.775041 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,757,370 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,400,637 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.254693 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,326,997 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $868,737 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.678598 | DistributionYr5Rt |
| Total Distribution | 11.459749 | TotalDistributionRt |
| Average Distribution | 2.291950 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $639,544 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,465,803 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $99 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,465,902 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,079,258 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $99 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $99 | SubtotalAmt |
| Tax Based On Investment Income | $99 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,636 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,636 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,537 | OverpaymentAmt |
| Applied To ES Tax | $2,537 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | H RODES HART | IndividualWithBooksNm |
| Phone | 6153705801 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 HILLSBORO ROAD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA I HART | ||||||||
| 3001 HILLSBORO ROAD | BRENTWOOD | TN | 37027 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| H RODES HART | ||||||||
| 3001 HILLSBORO ROAD | BRENTWOOD | TN | 37027 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $139,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $509,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $649,283 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $649,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,739 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $639,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,977 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $99 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $99 | TotalTaxAmt |
| Distributable Before Adj | $31,878 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,878 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,878 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,079,258 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,079,258 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $99 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,079,159 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,878 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,263,587 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,687,375 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,662,113 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,227,043 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,553,979 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,394,097 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,079,258 | QualifyingDistributionsAmt |
| Applied To Current Year | $31,878 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,047,380 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,441,477 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,263,587 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,177,890 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,687,375 | ExcessFromYear4Amt |
| Excess From Year3 | $2,662,113 | ExcessFromYear3Amt |
| Excess From Year2 | $3,227,043 | ExcessFromYear2Amt |
| Excess From Year1 | $3,553,979 | ExcessFromYear1Amt |
| Excess From Current Year | $6,047,380 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RODES PATRICIA HART | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABE'S GARDEN | ||||||||
| 115 WOODMONT BLVD | NASHVILLE | TN | 37205 | NONE | PUB. CHARITY | DONATION | $2,500 | |
| ALIVE HOSPICE | ||||||||
| 1718 PATTERSON STREET | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $6,000 | |
| AMERICAN FRIENDS OF THE CZECH REPUB | ||||||||
| 4410 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | PUB. CHARITY | DONATION | $25,000 | SUITE 391 |
| AMERICAN RED CROSS | ||||||||
| 2201 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $6,000 | |
| ASPCA | ||||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | NONE | PUB. CHARITY | DONATION | $750 | |
| ASPEN MUSIC FESTIVAL SC | ||||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | PUB. CHARITY | DONATION | $10,000 | |
| AUGSBURG COLLEGE | ||||||||
| 2211 RIVERSIDE AVENUE | MINNEAPOLIS | MN | 55454 | NONE | PUB. CHARITY | DONATION | $10,000 | |
| BRIDGES | ||||||||
| PO BOX 1592 | FRANKLIN | TN | 37065 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| CASA | ||||||||
| 100 WEST HARRISON STREET | SEATTLE | WA | 98119 | NONE | PUB. CHARITY | DONATION | $5,000 | NORTH TOWER SUITE 500 |
| CHEEKWOOD | ||||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | NONE | PUB. CHARITY | DONATION | $253,500 | |
| COUNCIL ON AGING | ||||||||
| 95 WHITE BRIDGE ROAD | NASHVILLE | TN | 37205 | NONE | PUB. CHARITY | DONATION | $10,000 | SUITE 114 |
| CURREY INGRAM FUND | ||||||||
| 6544 MURRAY LANE | BRENTWOOD | TN | 37027 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| DAYSTAR MINISTRIES | ||||||||
| 2801 AZALEA PLACE | NASHVILLE | TN | 37204 | NONE | PUB. CHARITY | DONATION | $25,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE 2ND FL | NEW YORK | NY | 10001 | NONE | PUB. CHARITY | DONATION | $2,000 | |
| ENSWORTH | ||||||||
| 211 ENSWORTH AVENUE | NASHVILLE | TN | 37205 | NONE | PUB. CHARITY | DONATION | $750,000 | |
| FAITH FAMILY MEDICAL CENTER | ||||||||
| 326 21ST AVENUE NORTH | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| FANNIE BATTLE DAY HOME FOR CHILDREN | ||||||||
| 108 CHAPEL AVE | NASHVILLE | TN | 37206 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| FIFTY FORWARD | ||||||||
| 174 RAINS AVENUE | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $500,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 4815 FRANKLIN ROAD | NASHVILLE | TN | 37220 | NONE | PUB. CHARITY | DONATION | $25,000 | |
| FRANKLIN FIREFIGHTERS ASSOC | ||||||||
| PO BOX 1172 | FRANKLIN | TN | 37065 | NONE | PUB. CHARITY | DONATION | $28 | |
| FRATERNAL ORDER OF POLICE | ||||||||
| 440 WELSHWOOD DRIVE | NASHVILLE | TN | 37211 | NONE | PUB. CHARITY | DONATION | $400 | |
| GILDA'S CLUB | ||||||||
| 1707 DIVISION STREET | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $500 | |
| HIGH HOPES | ||||||||
| 301 HIGH HOPES CT | FRANKLIN | TN | 37064 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| HOMEWORK HOTLINE | ||||||||
| 4805 PARK AVENUE | NASHVILLE | TN | 37209 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| INTERFAITH DENTAL CLINIC | ||||||||
| 1721 PATTERSON STREET | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| KING'S MEADOW | ||||||||
| 929 HICKORY HILLS DRIVE | FRANKLIN | TN | 37067 | NONE | PUB. CHARITY | DONATION | $100 | |
| LEADERSHIP NASHVILLE | ||||||||
| 414 UNION STREET | NASHVILLE | TN | 37219 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| MARCH OF DIMES | ||||||||
| 1101 KERMIT DR SUITE 201 | NASHVILLE | TN | 37214 | NONE | PUB. CHARITY | DONATION | $750 | |
| MCNEILLY CENTER FOR CHILDREN | ||||||||
| 100 MERIDIAN STREET | NASHVILLE | TN | 37207 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| MENDING HEARTS | ||||||||
| 4305 ALBION STREET | NASHVILLE | TN | 37209 | NONE | PUB. CHARITY | DONATION | $500 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PUB. CHARITY | DONATION | $500,000 | |
| MUSIC FOR SENIORS | ||||||||
| 161 RAINS AVENUE | NASHVILLE | TN | 372035330 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| NASHVILLE COACHING COALITION | ||||||||
| 4721 TROUSDALE DRIVE | NASHVILLE | TN | 37220 | NONE | PUB. CHARITY | DONATION | $25,000 | SUITE 125 |
| NASHVILLE FIREFIGHTERS ASSOC | ||||||||
| 100 ARLINGTON AVENUE | NASHVILLE | TN | 37210 | NONE | PUB. CHARITY | DONATION | $30 | |
| NASHVILLE HUMANE SOCIETY | ||||||||
| 213 OCEOLA AVENUE | NASHVILLE | TN | 37209 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| NASHVILLE OPERA | ||||||||
| 3622 REDMON STREET | NASHVILLE | TN | 37209 | NONE | PUB. CHARITY | DONATION | $50,000 | |
| NASHVILLE PUBLIC RADIO | ||||||||
| 630 MAINSTREAM DRIVE | NASHVILLE | TN | 37228 | NONE | PUB. CHARITY | DONATION | $500 | |
| NASHVILLE PUBLIC TELEVISION | ||||||||
| 161 RAINS AVENUE | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| NASHVILLE SYMPHONY | ||||||||
| 1 SYMPHONY PLACE | NASHVILLE | TN | 37201 | NONE | PUB. CHARITY | DONATION | $20,000 | |
| NATIONAL RIGHT TO WORK | ||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PUB. CHARITY | DONATION | $500 | |
| PLANNED PARENTHOOD | ||||||||
| 412 DR DB TODD JR BLVD | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $500 | |
| ROOM IN THE INN | ||||||||
| 705 DREXEL ST | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| SADDLE UP | ||||||||
| 1549 OLD HILLSBORO ROAD | FRANKLIN | TN | 37069 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PUB. CHARITY | DONATION | $50,000 | |
| SPECIAL OLYMPICS TENNESSEE | ||||||||
| 461 CRAIGHEAD STREET | NASHVILLE | TN | 37204 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| STARS | ||||||||
| 1704 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $500,500 | |
| THE FRIST CENTER | ||||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $10,200 | |
| THE METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUB. CHARITY | DONATION | $30,000 | |
| THE NASHVILLE ZOO | ||||||||
| 3777 NOLENSVILLE ROAD | NASHVILLE | TN | 37211 | NONE | PUB. CHARITY | DONATION | $500,000 | |
| THE RETREAT | ||||||||
| 1221 WAYZATA BLVD E | WAYZATA | MN | 55391 | NONE | PUB. CHARITY | DONATION | $25,000 | |
| UNITED WAY OF WILLIAMSON | ||||||||
| 209 GOTHIC COURT STE 107 | FRANKLIN | TN | 37067 | NONE | PUB. CHARITY | DONATION | $500,000 | |
| VANDERBILT -VARIOUS | ||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PUB. CHARITY | DONATION | $2,218,500 | |
| WALDEN'S PUDDLE | ||||||||
| PO BOX 641 | JOELTON | TN | 37080 | NONE | PUB. CHARITY | DONATION | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,079,258 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,035 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,024 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,635 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,874 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,874 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RODES PATRICIA HART | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 HILLSBORO ROAD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,400,373 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,000 SH KEYCORP | $75,920 | 2017-02-16 |
| 1 | 1,075 SH MORGAN STANLEY GROUP | $49,611 | 2017-02-16 |
| 1 | 2,184.355 SH OW SMALL & MID CAP | $34,840 | 2017-02-16 |
| 1 | 136,672.413 SH OW LARGE CAP STRA | $1,836,877 | 2017-02-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,225 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2,366.72 SHS OW FIXED INCOME FUND | AT COST | ||
| 1,562,808 SHS OW LARGE CAP CORE FD | AT COST | ||
| 3,340.047 SHS OW LARGE CAP STRATEGI | AT COST | ||
| 1,007.801 SHS OW SMALL & MID CAP | AT COST | ||
| 2,619.057 SHS OW STRATEGIC OPPTYS | AT COST | ||
| 2,493.451 SHS OW FIXED INCOME FUND | AT COST | $28,121 | $27,527 |
| 3,502.445 SHS OW LARGE CAP STRATEGIE | AT COST | $29,998 | $50,645 |
| 1,070.813 SHS OW SMALL & MIDCAP STRA | AT COST | $17,983 | $17,946 |
| 1,800.507 SHS OW ALL CAP CORE FD | AT COST | $26,879 | $30,032 |
| 2,195.016 SHS OW STRATEGIC OPPTYS FD | AT COST | $16,555 | $17,165 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $5 | $5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH LIQUIDATION DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $180 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $180 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RODES PATRICIA HART | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 HILLSBORO ROAD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |