ROBERT E AND JENNY D KIRKLAND FOUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT E AND JENNY D KIRKLAND FOUND (EIN 13-4228589)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349103478
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:32:06-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934967814 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATA Advisory LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 624 East Reelfoot Avenue | AddressLine1Txt |
| City | Union City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134228589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Robert E & Jenny D Kirkland | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6153100648 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 624 Reelfoot Avenue | AddressLine1Txt |
| City | Union City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38261 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chris Kirkland | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6153100648 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alfred Creswell | PreparerPersonNm |
| PTIN | P00068584 | PTIN |
| Phone | 7318853661 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $301,097,450 | 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 | $4,328,602 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,252,498 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,252,498 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,478,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,478,462 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,682,621 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,292,300 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,742,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,023,260 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $300,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $300,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $340,902 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,050 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $123,960 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $123,960 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $242,549 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $242,549 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $358,440 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $358,440 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $581,240 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $109,287 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $145,003 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,888,367 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $475,626 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,005,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,609,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,211,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,211,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,216,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,609,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,211,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,525,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,413,398 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,230,152 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,970,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,970,361 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $58,245,906 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $62,980,131 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $58,245,906 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $58,245,906 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $219,707,338 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $239,383,783 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $239,383,783 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,497,400 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $1,482,400 | LandBOYAmt |
| Land EOY | $1,497,400 | LandEOYAmt |
| Land EOYFMV | $1,497,400 | LandEOYFMVAmt |
| Total Assets BOY | $285,400,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $301,097,450 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $301,097,450 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $285,400,021 | RetainedEarningBOYAmt |
| Retained Earning EOY | $301,097,450 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $285,400,021 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $301,097,450 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $285,400,021 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $301,097,450 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $285,400,021 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,525,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,172,142 | OtherIncreasesAmt |
| Subtotal | $301,097,450 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $301,097,450 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $172,546 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $172,546 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $172,546 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $135,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $135,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5,704 | EsPenaltyAmt |
| Tax Due | $43,250 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ATA PC | IndividualWithBooksNm |
| Phone | 7318853661 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 624 E REELFOOT AVE | AddressLine1Txt |
| City | UNION CITY | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Christopher Kirkland | ||||||||
| 4306 Esteswood Drive | Nashville | TN | 37215 | Pres/Director | 2.00 | $100,000 | $0 | $0 |
| Macy D Kirkland | ||||||||
| 1901 William Howard Taft | Cincinnati | OH | 45206 | Director | 2.00 | $100,000 | $0 | $0 |
| Bedford F Kirkland | ||||||||
| 1032 W Main Street | LEBANON | TN | 37087 | Sec/Director | 2.00 | $100,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| David Hunter | ||||||||
| 3737 State Line Road | Dukedom | TN | 38226 | Estate Manager | 40.00 | $67,738 | $0 | $0 |
| Rhonda Hood | ||||||||
| 760 Sanders Chapel Road | Union City | TN | 38261 | House manager | 40.00 | $56,647 | $0 | $0 |
| James R Byars | ||||||||
| 728 Cranford Rd | Troy | TN | 38260 | Estate Employee | 40.00 | $54,194 | $0 | $0 |
| William E Baker | ||||||||
| 3737 State Line Road | Dukedom | TN | 38226 | Estate Employee | 40.00 | $54,194 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Homrich Berg | ||||||
| Three Alliance Center 3550 Lenox Rd | Three Allianc | Atlanta | GA | 30326 | Investment Fees | $142,000 |
| ATA | ||||||
| 624 E Reelfoot Avenue 624 E | Reelfoot Avenue | Union City | TN | 38261 | Accounting | $123,960 |
| David Usery | ||||||
| 2218 Brevard Road | Union City | TN | 38261 | Refurbish artifacts & exhibits | $92,554 | |
| Trusco | ||||||
| 2932 Foster Creighton Dr 2932 | Foster Creighton Dr | Nashville | TN | 37204 | Investment fees | $59,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROMETHEAN FOUNDAION, UNION CITY, TENNESSEE SERVES THE LOCAL AREA IN PROVIDING DAY CARE SCHOLARSHIPS TO QUALIFYING APPLICANTS TO INCREASE THE SOCIAL, MORAL AND EDUCATIONAL VALUE AVAILABLE TO THESE CHILDREN | Description1Txt |
| Expenses1 | $2,288,300 | Expenses1Amt |
| Description2 | DISCOVERY PARK OF AMERICA'S (DPA) MISSION IS EDUCATION: TO ENHANCE CHILDREN AND ADULTS' EDUCATIONAL EXPERIENCE & TO INSPIRE THEM TO REACH THEIR FULL POTENTIAL. DPA'S EXHIBITS & PROGRAMS COMPEL VISITORS OF ALL AGES TO "SEE BEYOND" THEIR CURRENT LEVEL OF KNOWLEDGE IN MANY AREA. DPA FOCUSES ON NATURE, SCIENCE, TECHNOLOGY, HISTORY AND ART. LAND WAS DONATED FOR THE ERECTION OF THE DPA. | Description2Txt |
| Expenses2 | $8,664,085 | Expenses2Amt |
| Description3 | THE CINCINNATI TENNIS FOUNDATION IS AN ORGANIZATION THAT BELIEVES THAT TENNIS SHOULD BE ACCESSIBLE TO ALL TO CHANGE LIVES. | Description3Txt |
| Expenses3 | $48,000 | Expenses3Amt |
| Description4 | The Union City Rotary Foundation is an organization that believes that service and philanthropy are the bases of worthy enterprise. It has been in service to the community for 85 years. Some of their projects include: Rotary & Verheine Scholarships where over $300,000 in Scholarships are awarded to area students annually. Rotary also supports Reading Railroad, Distinguished Speakers Foundation, and Rotary Relays. | Description4Txt |
| Expenses4 | $59,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $229,545,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,600,256 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $231,145,816 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $231,145,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,467,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $227,678,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,383,931 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,383,931 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $172,546 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $172,546 | TotalTaxAmt |
| Distributable Before Adj | $11,211,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,211,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,211,385 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,211,385 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,211,385 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,211,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,349,239 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $9,239 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $4,358,478 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,211,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,211,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,358,478 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,349,239 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,239 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $9,239 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Boca Grande Women's Scholarship Club | |||||
| PO Box 65 | Boca Grande | FL | 33921 | Make a difference through community service | $12,000 |
| Boys & Girls Club | |||||
| 1015 College | Union City | TN | 38261 | Outreach for disadvantaged youth | $3,000 |
| Casa of Wilson County | |||||
| 111 Castle Heights Ave | Lebanon | TN | 37089 | Family services | $2,000 |
| Charitable - Promethean Foundation | |||||
| 624 E REELFOOT AVENUE | UNION CITY | TN | 38261 | PROVIDE DAYCARE FOR AT RISK CHILDREN | $2,288,300 |
| Cheekwood | |||||
| 639 Lafayette St | Nashville | TN | 37203 | Botanical Gardens & Art Museum | $1,500 |
| Children of Peru Foundation | |||||
| 515 E 85th St Suite 11C | New York | NY | 10028 | Building a better future for poor children in Peru | $4,000 |
| Compassionate Hands | |||||
| 214 N College St | Lebanon | TN | 37087 | Housing for Homeless | $1,000 |
| Cumberland University | |||||
| 1 Cumberland Drive | Lebanon | TN | 37087 | Provide quality/affordable education | $10,000 |
| Discovery Park of America | |||||
| 830 Everett Blvd | Union City | TN | 38261 | Education | $8,664,085 |
| Empower Me Daycamp | |||||
| 1160 S Hartmann Dr | Lebanon | TN | 37090 | Transform lives of those with special needs through opportunities for growth | $2,000 |
| Fellowship of Christian Athletes | |||||
| 1722 Reelfoot Ave | Union City | TN | 38261 | Christian Ministry | $2,000 |
| Frist Art Museum | |||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | PRESENT HIGH QUALITY EDUC PROGRAMS | $1,500 |
| Habitat for Humanity OC | |||||
| 228 E Main St | Union City | TN | 38261 | Homes for Low Income | $2,000 |
| Habitat for Humanity Wilson Co | |||||
| 205 S MAPLE STREET | LEBANON | TN | 37087 | HOMES FOR LOW INCOME | $2,000 |
| Habitat for Humanity-Greater Nashvi | |||||
| 414 Harding Place | Nashville | TN | 37211 | Homes for low income | $1,500 |
| Imagine Worldwide | |||||
| 1080 Edgewood Ave | Mill Valley | CA | 94941 | Empowering children around the globe to build literacy & numeracy skills | $10,000 |
| Inland Waterways Museum | |||||
| 117 S Water St | Paducah | KY | 42001 | Stimulate curiousity & understanding of our Nations river system | $5,000 |
| Masquerade Theater | |||||
| PO Box 1414 | Union City | TN | 38281 | Quality art through live performance | $2,000 |
| Mercy Community Healthcare | |||||
| 112 NINTH AVENUE S | FRANKLIN | TN | 37064 | MEDICAL | $5,000 |
| Middle TN Boy Scouts of AM | |||||
| 3414 HILLSBORO PIKE | NASHVILLE | TN | 37215 | EDUCATIONAL | $5,000 |
| Nashville Rescue Mission | |||||
| 639 Lafayette St | Nashville | TN | 37203 | Food Bank | $1,000 |
| Nashville Symphony | |||||
| 1 Symphony Pl | Nashville | TN | 37201 | Entertain & educate audiences through varied engagement with orchestrial music | $3,000 |
| New Leash on Life | |||||
| 507 Jim Draper Blvd | Lebanon | TN | 37087 | Improve welfare of companion animals | $2,000 |
| Phoebe Connections | |||||
| 508 Chelsea Lane | Lebanon | TN | 37090 | Help Widows-Christian Ministry | $2,000 |
| Preston Taylor Ministries | |||||
| PO Box 90442 | Nashville | TN | 37209 | Christian Youth Ministry | $10,000 |
| Run4Water | |||||
| 1890 Hwy 231 S | Castalian Springs | TN | 37031 | Solutions-worldwide water crisis | $2,000 |
| Safe Haven Family Shelter | |||||
| 1234 3rd Ave S | Nashville | TN | 37210 | Help the Homeless | $2,500 |
| Salvation Army | |||||
| 1303 E Reelfoot Ave | Union City | TN | 38261 | Helping under privilaged | $2,000 |
| SCAN of Wilson County | |||||
| 105 East High St | Lebanon | TN | 37087 | Needs for Senior Citizens | $2,000 |
| Second Harvest Foot Bank | |||||
| 331 Great Circle Rd | Nashville | TN | 37228 | Hunger relief programs | $1,500 |
| Sherry's Hope | |||||
| PO Box 8 | Lebanon | TN | 37089 | Benefit those affected by Cancer | $3,000 |
| St Luke Community House | |||||
| 5601 New York Ave | Nashville | TN | 37209 | Food Pantry | $2,500 |
| The Bridge House | |||||
| 110 W High Street | Lebanon | TN | 37087 | Homelessness with youth | $3,000 |
| The Bridge | |||||
| PO Box 1208 | Union City | TN | 38281 | Battered Womens Shelter | $1,000 |
| The Cincinnati Tennis Foundation | |||||
| 5460 Courseview Drive | Mason | OH | 45040 | Make tennis accessible & change lives | $48,000 |
| The National Quilt Museum | |||||
| 215 Jefferson St | Paducah | KY | 42001 | To promote the growth of Quilting | $5,000 |
| Thistle Farms | |||||
| 5122 Charlotte Pike | Nashville | TN | 37209 | Healing/hope/freedom-women survivors | $5,000 |
| TN Diamonds in the Ruff | |||||
| PO Box 62 | Union City | TN | 38281 | Dog Rescue | $3,000 |
| Trudy's Kids Cafe | |||||
| 306 S First St | Union City | TN | 38261 | Provide Meals for at risk kids | $1,000 |
| Union City Rotary Foundation | |||||
| PO Box 275 | Union City | TN | 38281 | Scholarships and other service proj | $59,000 |
| United Way of Obion Co | |||||
| PO Box 484 | Union City | TN | 38281 | Community Service | $2,000 |
| Univ of TN Foundation | |||||
| 1525 University Ave | Knoxville | TN | 37921 | Scholarships | $15,000 |
| Who You With Ministries | |||||
| 2900 Vanderbilt Pl 101 | Nashville | TN | 37212 | Investing, inspiring & impacting to change lives of athletes & coaches | $5,000 |
| Wilson Co Civic League | |||||
| PO BOX 1231 | LEBANON | TN | 37088 | IMPROVE SOCIAL CONDITIONS IN COUNTY | $3,000 |
| Wilson Co FCA | |||||
| 490 Industrial Dr | Mt Juliet | TN | 37122 | To lead coaches and athletes to Jesus Christ | $2,000 |
| Younglife | |||||
| PO Box 3233 | Jackson | TN | 38303 | Christian Ministry | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,211,385 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,252,498 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,478,462 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $390,321 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 03 | ExclusionCd |
| Exclusion | $8,292,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $390,321 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,023,260 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,413,581 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| KIRKLAND 2005 CHARITABLE LEAD Kirkland 2005 CLAT | ||||||
| 1 | 4306 Esteswood Drive | Nashville | TN | 37215 | $481,440 | Yes (X) |
| KIRKLAND 2007 CHARITABLE LEAD Kirkland 2007 CLAT | ||||||
| 2 | 4306 Esteswood Drive | Nashville | TN | 37215 | $3,847,162 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $123,960 | Amt |
| Net Investment Income | $123,960 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (60 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FCA Venture Partners VI QP, LP | FMV | $667,441 | $667,441 |
| Brighstar Capital Partners Fund II A | FMV | $1,116,148 | $1,116,148 |
| KLCP Offshore | FMV | $1,174,460 | $1,174,460 |
| Davidson Kempner Long Term | FMV | $1,158,103 | $1,158,103 |
| Lone Star Fund XI LP | FMV | $883,774 | $883,774 |
| Stepstone Opportunities V | FMV | $2,626,417 | $2,626,417 |
| Insolve Global Credit Fund IV LP | FMV | $492,903 | $492,903 |
| Golub Capital Partners XI LP | FMV | $2,746,427 | $2,746,427 |
| Carlyle Private Equity Access Fund 2 | FMV | $754,933 | $754,933 |
| KK Diversified | FMV | $15,779,158 | $15,779,158 |
| Blue Owl Capital Corp II | FMV | $298,549 | $298,549 |
| Alpine Investors VII A LP | FMV | $2,339,115 | $2,339,115 |
| Revelstoke Capital Partners Fund II | FMV | $1,695,740 | $1,695,740 |
| Peachtree SSC Mortgage REIT LLC | FMV | $1,323,231 | $1,323,231 |
| Origami Opps IV Offshore | FMV | $2,443,110 | $2,443,110 |
| Ardent Financial Fund III LP | FMV | $1,062,171 | $1,062,171 |
| Warburg Pincus China - SE Asia II Ca | FMV | $502,976 | $502,976 |
| Golub Partners Capital Int | FMV | $1,800,000 | $1,800,000 |
| GSO Credit Alpha Feeder Fund II LP | FMV | $203,932 | $203,932 |
| Anchorage Illiquid Opportunities | FMV | $839,807 | $839,807 |
| Homrich Berg-Adj to Market | FMV | $45,592,417 | $45,592,417 |
| Homrich Berg #2 | FMV | $15,112,165 | $15,112,165 |
| Iceman Cashout | FMV | $921,893 | $921,893 |
| Investment in 2303 Crestmoor Inc | FMV | $3,035,583 | $3,035,583 |
| LPL | FMV | $27,172,673 | $27,172,673 |
| Revolution Partners Invest | FMV | $3,475,283 | $3,475,283 |
| Alpine Investors IX-A, LP | FMV | $355,195 | $355,195 |
| Wellington Trust Company | FMV | $56,713,022 | $56,713,022 |
| Trusco | FMV | $10,401,396 | $10,401,396 |
| Delta V Capital Fund IV LP | FMV | $1,007,461 | $1,007,461 |
| Pathlight Capital Fund II LP | FMV | $649,478 | $649,478 |
| Keystone Private Income Fund Class Y | FMV | $990,620 | $990,620 |
| K5 Private Investors LP | FMV | $911,012 | $911,012 |
| Coatue Growth V Offshore Feeder Fund | FMV | $796,137 | $796,137 |
| Timber Bay Fund II LP | FMV | $1,135,345 | $1,135,345 |
| Banner Ridge Secondary Fund V | FMV | $776,953 | $776,953 |
| K4 Private Investors LP | FMV | $1,137,981 | $1,137,981 |
| M South Equity Partners IV LP | FMV | $1,296,892 | $1,296,892 |
| Parkergale Capital II LP | FMV | $1,040,027 | $1,040,027 |
| Petra Growth Fund IV LP | FMV | $713,030 | $713,030 |
| Ridgemont Equity Partners III LP | FMV | $2,960,029 | $2,960,029 |
| Technology Operators III LP | FMV | $836,456 | $836,456 |
| Warburg Pincus Financial Sector | FMV | $1,516,965 | $1,516,965 |
| Webster Capital IV LP | FMV | $1,705,527 | $1,705,527 |
| Locust Point Private Credit | FMV | $1,058,771 | $1,058,771 |
| Kayne Anderson Energy VIII LP | FMV | $560,163 | $560,163 |
| Quantum Energy Partners VII LP | FMV | $1,140,462 | $1,140,462 |
| Peachtree Alternative Strategies Fun | FMV | $4,427,573 | $4,427,573 |
| Benefit St Partners Dislocation Fund | FMV | $152,649 | $152,649 |
| Webster Equity Partners | FMV | $1,389,131 | $1,389,131 |
| Sundance Bay Debt Partners | FMV | $2,500,000 | $2,500,000 |
| Unusual Venture Funds III | FMV | $852,500 | $852,500 |
| Mainsail 6 | FMV | $781,487 | $781,487 |
| DC Capital Partners III ( Cayman) | FMV | $616,054 | $616,054 |
| Kline Hill Partners Offshore Feeder | FMV | $2,641,159 | $2,641,159 |
| Eagle Merchant Partners 1-A, LP | FMV | $1,774,261 | $1,774,261 |
| Kepe Continuation Fund I LP | FMV | $236,258 | $236,258 |
| Berkeley Partners Fund VI | FMV | $404,108 | $404,108 |
| JFL Parallel Fund VI LP | FMV | $686,687 | $686,687 |
| Crow Holdings Self Storage | FMV | $585 | $585 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 2007 Truck - Close out from estate | $5,000 | $0 | $5,000 |
| Mower - First Choice | $13,200 | $0 | $13,200 |
| Kubota RTV-E900W-A | $20,500 | $0 | $20,500 |
| House & Farm | $1,458,700 | $0 | $1,458,700 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues | $150 | $150 | $0 |
| Office Expense | $200 | $200 | $0 |
| Bank Charges | $240 | $240 | $0 |
| Other Deductible Investment Expense | $475,036 | $475,036 | $0 |
| Contract Labor - Farm | $110,904 | $0 | $0 |
| Farm Expense | $88,616 | $0 | $0 |
| Miscellaneous - Farm | $878 | $0 | $0 |
| Directv - Farm | $3,754 | $0 | $0 |
| ADT Security - Farm | $1,265 | $0 | $0 |
| Other Nondeductible K1 expenses | $1,207,324 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K1 Other Investment Inc | $1,291,982 | $901,661 | $0 |
| Gain/Loss on investment | $434,964 | $434,964 | $0 |
| K1s ST Gains | $189,489 | $189,489 | $0 |
| Miscellaneous | $240 | $240 | $0 |
| K1s LT Gains | $6,765,946 | $6,765,946 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains on Investments | Desc |
| Amt | $12,172,142 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Fees/Expenses - Trusco | $59,015 | $59,015 | $0 |
| Fees/Expenses - Revolution Partners | $41,534 | $41,534 | $0 |
| Fee/Expenses - Homrich Berg | $142,000 | $142,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other taxes | $109,287 | $109,287 | $0 |
| Taxes - IRS (990) | $463,537 | $0 | $0 |
| Other Taxes & Licenses - Farm | $78 | $0 | $0 |
| Property Tax - Farm | $8,338 | $0 | $0 |
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