HARMONY FOUNDATION INTERNATIONAL IN C: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: HARMONY FOUNDATION INTERNATIONAL IN C (EIN 39-6073041)
Tax period: 2016-10-01 to 2017-09-30
Filed: 2018-04-03
IRS object ID: 201810939349300341
Schema version: 2016v3.0
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
Schedule A
Schedule B
Schedule D
Schedule I
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-04-03T15:16:23-05:00	ReturnTs
Tax Period End	2017-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	620713250	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KRAFTCPAS PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	555 GREAT CIRCLE ROAD	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37228	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	396073041	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HARMONY FOUNDATION INTERNATIONAL INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HARM	BusinessNameControlTxt
Phone	6158235611	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	110 7TH AVENUE NORTH NO 200	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37203	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CAROLYN FAULKENBERRY	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	6155233041	PhoneNum
Signature	2018-03-31	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KEN YOUNGSTEAD	PreparerPersonNm
PTIN	P00320901	PTIN
Phone	6152427351	PhoneNum
Preparation	2018-03-29	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	207.86.221.194	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-03-31	IPDt
IP Tm	08:20:44	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	7EB56422A55D932C957A17BEBA3311E0D90C0EE1	AtSubmissionCreationDeviceId
At Submission Filing Device Id	C414C1CE83941E11D21CA06EEF7CA44AFF540A30	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	PERRY WHITE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	110 SEVENTH AVE NORTH SUITE 200	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37203	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,090,520	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HARMONYFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1959	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	22	TotalEmployeeCnt
Total Volunteers	12	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,334,493	PYContributionsGrantsAmt
CY Contributions Grants	$2,526,569	CYContributionsGrantsAmt
PY Program Service Revenue	$443	PYProgramServiceRevenueAmt
CY Program Service Revenue	$8,081	CYProgramServiceRevenueAmt
PY Investment Income	$45,264	PYInvestmentIncomeAmt
CY Investment Income	$98,940	CYInvestmentIncomeAmt
PY Other Revenue	$3,970	PYOtherRevenueAmt
CY Other Revenue	$1,257	CYOtherRevenueAmt
PY Total Revenue	$3,384,170	PYTotalRevenueAmt
CY Total Revenue	$2,634,847	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,428,534	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,082,268	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,170,415	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,097,528	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$927,297	CYTotalFundraisingExpenseAmt
PY Other Expenses	$621,510	PYOtherExpensesAmt
CY Other Expenses	$660,480	CYOtherExpensesAmt
PY Total Expenses	$3,220,459	PYTotalExpensesAmt
CY Total Expenses	$2,840,276	CYTotalExpensesAmt
PY Revenues Less Expenses	$163,711	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$205,429	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,911,322	TotalAssetsBOYAmt
Total Assets EOY	$4,830,296	TotalAssetsEOYAmt
Total Liabilities BOY	$563,160	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$510,346	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,348,162	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,319,950	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$734,939	ExpenseAmt
Grant	$610,423	GrantAmt
Revenue	$8,408	RevenueAmt
Desc	HARMONY FOUNDATION INTERNATIONAL, INC. ("HARMONY FOUNDATION") BELIEVES SINGING IMPROVES LIVES. THOSE WHO EXPERIENCE THE JOY OF SINGING DO BETTER IN SCHOOL, THEIR JOBS, AND FAMILY AND SOCIAL RELATIONSHIPS. SINGING HAS BEEN LINKED TO MEDICAL THERAPIES AND HEALING. THE MISSION OF HARMONY FOUNDATION IS TO "CONNECT PEOPLE THROUGH CHARITABLE GIVING TO ENRICH LIVES THROUGH SINGING." HARMONY FOUNDATION FINANCIALLY ENABLES PROGRAMS THAT SHARE, NURTURE AND PERPETUATE THE LOVE OF SINGING, IN PARTICULAR VOCAL FOUR-PART HARMONY KNOWN AS BARBERSHOP-STYLE A CAPPELLA. HARMONY FOUNDATION SUPPORTS SHARING THE GIFT OF SINGING AS AN EXTRAORDINARY MEANS OF MAKING LIVES MORE ENJOYABLE, SATISFYING AND MEANINGFUL. SEE SCHEDULE O FOR CONTINUATION.THIS IS DONE THROUGH FUNDING BARBERSHOP HARMONY SOCIETY'S ("BHS") VOCAL PROGRAMS THAT INCLUDE MUSIC EDUCATION FOR STUDENTS, BOTH MALE AND FEMALE, AND MUSIC EDUCATORS IN MIDDLE SCHOOL, HIGH SCHOOL AND COLLEGE IN ORDER TO DEVELOP, ADVANCE AND ENCOURAGE THEIR LOVE AND ABILITY FOR SINGING TO THE THOUSANDS OF STUDENT LIVES THEY TOUCH. IN ADDITION, HARMONY FOUNDATION FUNDS PROGRAMS THAT ENCOURAGE SINGING ACROSS ALL ECONOMIC, RACIAL, CULTURAL AND GENDER DEMOGRAPHICS. HARMONY FOUNDATION FOSTERS A CULTURE OF PHILANTHROPY IN SOCIETY TO CARRY OUT COMPREHENSIVE DEVELOPMENT PROGRAMS, AND TO SECURE ITS FUTURE THROUGH ENDOWMENT. HARMONY FOUNDATION IS STRIVING TO REMOVE THE FINANCIAL BARRIERS TO SINGING ENGAGEMENT AND TO MAKE A BETTER WORLD THROUGH SINGING. HARMONY FOUNDATION PROVIDES FINANCIAL SUPPORT TO BHS ACROSS MULTIPLE PROGRAMS, INCLUDING THE FOLLOWING: SCHOLARSHIPS TO HARMONY UNIVERSITY, BELMONT- A WEEK LONG IMMERSION IN SINGING, FOR EVERYONE FROM ENTRY LEVEL SINGERS TO EXPERIENCED ARTISTS AND MUSIC EDUCATORS. DURING THIS WEEK, BARBERSHOP IS TAUGHT, SKILLS ARE BUILT, MUSIC LEADERS AND TEACHERS ARE ENERGIZED WITH NEW REHEARSAL TECHNIQUES AND SO MUCH MORE.OUTREACH GRANTS - BHS PROMOTES VOCAL OUTREACH PROGRAMS THROUGH ITS 17 DISTRICTS, 700+ CHAPTERS ACROSS NORTH AMERICA, AND OTHER CHORAL GROUPS THAT PROMOTE LIFELONG SINGING AT A GRASS ROOTS LEVEL. THERE IS A STRINGENT APPLICATION AND ACCOUNTABILITY STANDARD DESIGNED AND IMPLEMENTED BY THE BHS AND ITS OUTREACH TEAM. YOUTH CHORUS FESTIVAL- A KEY COMPONENT FOR ESTABLISHING LIFELONG SINGING AS AN ASSET IN COMMUNITIES ACROSS THE COUNTRY AND THE WORLD. HARMONY FOUNDATION PROVIDED FUNDING TO OFFER COMPLIMENTARY REGISTRATION AND LODGING TO 600 MIDDLE SCHOOL THROUGH COLLEGE SINGERS AND THEIR EDUCATORS AT THE 2017 MIDWINTER YOUTH CHORUS FESTIVAL IN SAN ANTONIO. THIS SPECIAL EVENT IS PAIRED WITH THE LARGEST BARBERSHOP SENIOR QUARTET EVENT, TRULY DEMONSTRATING THE BENEFITS OF LIFELONG SINGING WHILE PROVIDING THE GATEWAY ACROSS A GENERATIONAL BRIDGE OF POSITIVE, SUPPORTIVE AND MEMORABLE IMMERSION INTO SINGING FOR HUNDREDS OF PEOPLE, YOUNG AND MATURE. EDUCATIONAL TOURS- A PROJECT TO FUND THE COLLEGIATE QUARTET CHAMPION AND OTHER TOP BHS QUARTETS AS HOST QUARTET OF ONE DAY COLLEGIATE FESTIVALS AND COMMUNITY ACTIVITIES AT COLLEGE CAMPUSES AND COMMUNITIES ACROSS THE COUNTRY. THIS PROGRAM REACHES MORE THAN 1,000 STUDENTS AND EDUCATORS EACH YEAR AND A BROADER AUDIENCE THROUGH CONCERTS AND OUTREACH. YOUTH BARBERSHOP QUARTET COMPETITION- A HIGHLY VISIBLE OUTREACH EFFORT TO ENCOURAGE YOUNG MEN TO SING BARBERSHOP AND PROVIDE A VEHICLE IN WHICH THEY CAN EXCEL AND BE SUPPORTED BY THE ENTIRE BARBERSHOP COMMUNITY. THROUGH THIS PROGRAM THAT BEGAN IN 1992, MORE THAN 2,500 YOUNG MEN AND 625 QUARTETS HAVE CROSSED THE STAGE. MANY OF THESE PARTICIPANTS HAVE EXPERIENCED MORE PROFOUND OUTCOMES INCLUDING CAREER PATHS TO BECOME MUSIC EDUCATORS, INCREASED LEADERSHIP SKILLS, CONFIDENCE AND BECOMING ROLE MODELS AND INSPIRATIONS TO THE YOUTH TO FOLLOW YEAR AFTER YEAR. HEALTHY CHAPTER INITIATIVE PROGRAMS- ENRICHING LIVES THROUGH SINGING OFTEN BEGINS WITH THE CHAPTER EXPERIENCE. HEALTHY CHAPTER INITIATIVES PROVIDE RESOURCES AND TOOLS TO ENRICH THE MEMBER ENGAGEMENT, ACHIEVE A HIGHER LEVEL OF ARTISTRY AND MUSICAL CREDIBILITY, DEVELOP CAPACITY AND STRUCTURE TO SUPPORT, NURTURE AND GROW THIS PRECIOUS ASSET. PARTNERSHIP & ADVOCACY- THIS PROGRAM PROMOTES A DEEPER CONNECTION BETWEEN BARBERSHOP HARMONY AND THE BROADER CHORAL AND MUSIC COMMUNITY. MUSIC EDUCATORS ARE THE PRIMARY FOCUS. IN 2017, HARMONY FOUNDATION PROVIDED FUNDING FOR BHS STAFF AND LEADERSHIP TO PARTICIPATE IN VARIOUS PROGRAMS AND OPPORTUNITIES TO DEEPEN PARTNERSHIPS WITH ACDA (THE AMERICAN CHORAL DIRECTORS ASSOCIATION), NAFME (THE NATIONAL ASSOCIATION FOR MUSIC EDUCATORS), AND OTHER VOCAL ORGANIZATIONS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$153,274	ExpenseAmt
Desc	THE ORGANIZATION ASSISTS IN OUTREACH EFFORTS THAT BRING THE HARMONY-SINGING MESSAGE TO NEW AUDIENCES, PAVING THE WAY FOR THE FUTURE OF THE BARBERSHOP HARMONY SOCIETY BY VISITING INDIVIDUALS, MEMBERS, CHAPTERS, CONVENTIONS, OUTREACH EVENTS, SCHOOLS, AND HARMONY UNIVERSITY; SHARING THE ART OF BARBERSHOP WITH THE COMMUNITY AND THE CAMARADERIE THAT IT OFFERS; AND PROMOTING THE MESSAGE OF WHY BARBERSHOP SINGING IMPROVES LIVES AND TRANSFORMS FOUR VOICES INTO A GREATER WHOLE.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$577,264	ExpenseAmt
Grant	$471,845	GrantAmt
Desc	HARMONY FOUNDATION PROVIDES FINANCIAL SUPPORT TO BARBERSHOP HARMONY SOCIETY DISTRICTS AND CHAPTERS AND OTHER CHORAL GROUPS. DONOR CHOICE PARTNERSHIP PROGRAM: HARMONY FOUNDATION'S LANDMARK DONOR CHOICE PARTNERSHIP PROGRAM MAXIMIZES HARMONY FOUNDATION'S FUNDRAISING EXPERTISE TO PRODUCE FINANCIAL SUPPORT AT BOTH THE LOCAL AND THE GLOBAL ORGANIZATIONAL LEVELS. THE PARTNERSHIP PROGRAM ALLOWS THE VOCAL ORGANIZATION TO FOCUS ON SINGING, FELLOWSHIP AND EMBRACE ALL THE BENEFITS OF SINGING THAT HARMONY FOUNDATION BELIEVES ARE AT THE CORE OF ITS MISSION WITHOUT THE BURDEN OF SEEKING FINANCIAL SUPPORT ON ITS OWN.SEE SCHEDULE O FOR CONTINUATION.HARMONY FOUNDATION FINANCIALLY ENABLES PROGRAMS THAT ENRICH LIVES THROUGH SINGING BY UTILIZING FUNDS FROM CHARITABLE DONORS TO SECURE THE FUTURE OF THE BARBERSHOP HARMONY STYLE AND LIFELONG SINGING. THE MANAGEMENT OF DONOR FUNDS AND ALLOCATION TO THE BHS CHAPTERS AND DISTRICTS SUPPORTS LIFELONG SINGING.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,465,477	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	6	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	22	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	LA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CAROLYN FAULKENBERRY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6158235611	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	110 7TH AVE NORTH AVE STE 200	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37203	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
DEBBIE CLEVELAND
TRUSTEE	2.00	Yes (X)	$0	$0	$0
CASEY PARSONS
TRUSTEE	2.00	Yes (X)	$0	$0	$0
GARY PLAAG
SECRETARY (BEG. SECRETARY 3/17)	2.00	Yes (X)	$0	$0	$0	Yes (X)
LYNN WEAVER
VICE CHAIR	3.00	Yes (X)	$0	$0	$0	Yes (X)
JEFF SELANO
TRUSTEE (BEG. 4/17)	2.00	Yes (X)	$0	$0	$0
MIKE MOISIO
TRUSTEE	2.00	Yes (X)	$0	$0	$0
DONALD A LAURSEN
TREASURER	3.00	Yes (X)	$0	$0	$0	Yes (X)
DON LAMBERT
TRUSTEE	2.00	Yes (X)	$0	$0	$0
MIKE DEPUTY
CHAIR	4.00	Yes (X)	$0	$0	$0	Yes (X)
CHUCK HARNER
SECRETARY (END 3/17)	2.00	Yes (X)	$0	$0	$0	Yes (X)
SHARON MILLER
INTERIM CEO (7/16-4/17)	40.00		$0	$0	$0	Yes (X)
CAROLYN FAULKENBERRY
CFO	40.00		$108,064	$0	$23,355	Yes (X)
PERRY D WHITE
PRES./CEO (NON-VOTING) BEG 4/17	40.00		$0	$0	$0	Yes (X)	5.00
CLARKE CALDWELL
CEO (END 7/16)	40.00		$101,497	$0	$22,937	Yes (X)
PATRICK RYAN KILLEEN
DEVELOPMENT (END 12/16)	40.00		$105,367	$0	$14,754			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$314,928	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$61,046	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Related Organizations	$17,777	RelatedOrganizationsAmt
All Other Contributions	$2,508,792	AllOtherContributionsAmt
Noncash Contributions	$111,995	NoncashContributionsAmt
Total Contributions	$2,526,569	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM	900099	$7,430	$7,430
ADMINISTRATIVE FEES	900099	$651	$651

Field	Value	IRS element (for citing)
Total Program Service Revenue	$8,081	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$46,160	TotalRevenueColumnAmt
Exclusion	$46,160	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$508,453	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$455,673	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$52,780	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$52,780	TotalRevenueColumnAmt
Exclusion	$52,780	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Business	900099	BusinessCd
Total Revenue Column	$1,257	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,257	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,257	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,634,847	TotalRevenueColumnAmt
Related Or Exempt Func Income	$9,338	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$98,940	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,082,268	TotalAmt
Program Services	$1,082,268	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$226,213	TotalAmt
Program Services	$62,994	ProgramServicesAmt
Management And General	$101,639	ManagementAndGeneralAmt
Fundraising	$61,580	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$668,130	TotalAmt
Program Services	$129,508	ProgramServicesAmt
Management And General	$79,958	ManagementAndGeneralAmt
Fundraising	$458,664	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$61,047	TotalAmt
Program Services	$12,036	ProgramServicesAmt
Management And General	$7,032	ManagementAndGeneralAmt
Fundraising	$41,979	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$78,246	TotalAmt
Program Services	$14,771	ProgramServicesAmt
Management And General	$8,805	ManagementAndGeneralAmt
Fundraising	$54,670	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$63,892	TotalAmt
Program Services	$13,625	ProgramServicesAmt
Management And General	$11,609	ManagementAndGeneralAmt
Fundraising	$38,658	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$6,688	TotalAmt
Program Services	$559	ProgramServicesAmt
Management And General	$6,129	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$17,884	TotalAmt
Program Services	$1,495	ProgramServicesAmt
Management And General	$16,389	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$22,687	TotalAmt
Program Services	$22,687	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$4,029	TotalAmt
Program Services	$337	ProgramServicesAmt
Management And General	$3,692	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$55,931	TotalAmt
Program Services	$3,425	ProgramServicesAmt
Fundraising	$52,506	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$75,667	TotalAmt
Program Services	$4,119	ProgramServicesAmt
Management And General	$48,549	ManagementAndGeneralAmt
Fundraising	$22,999	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$49,536	TotalAmt
Program Services	$4,142	ProgramServicesAmt
Management And General	$18,144	ManagementAndGeneralAmt
Fundraising	$27,250	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$159,618	TotalAmt
Program Services	$29,500	ProgramServicesAmt
Management And General	$46,021	ManagementAndGeneralAmt
Fundraising	$84,097	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$143,717	TotalAmt
Program Services	$74,677	ProgramServicesAmt
Management And General	$260	ManagementAndGeneralAmt
Fundraising	$68,780	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$9,412	TotalAmt
Program Services	$787	ProgramServicesAmt
Management And General	$8,625	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
STAFF DEVELOPMENT	$91,763	$7,670	$83,584	$509
CULTIVATION	$11,638	$860		$10,778
LEGAL FILINGS	$6,303		$6,303
PLANNED GIVING PREMIUM	$4,478			$4,478

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,129	TotalAmt
Program Services	$17	ProgramServicesAmt
Management And General	$763	ManagementAndGeneralAmt
Fundraising	$349	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,840,276	TotalAmt
Program Services	$1,465,477	ProgramServicesAmt
Management And General	$447,502	ManagementAndGeneralAmt
Fundraising	$927,297	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$177,954	BOYAmt
EOY	$350,967	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,937,931	BOYAmt
EOY	$1,342,033	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$40,427	BOYAmt
EOY	$45,441	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$181,924	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$171,194	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$15,717	BOYAmt
EOY	$10,730	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,172,659	BOYAmt
EOY	$2,521,174	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$566,634	BOYAmt
EOY	$559,951	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,911,322	BOYAmt
EOY	$4,830,296	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$85,999	BOYAmt
EOY	$70,387	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$477,161	BOYAmt
EOY	$439,959	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$563,160	BOYAmt
EOY	$510,346	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$988,578	BOYAmt
EOY	$1,054,165	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,424,272	BOYAmt
EOY	$951,304	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,935,312	BOYAmt
EOY	$2,314,481	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,348,162	BOYAmt
EOY	$4,319,950	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,911,322	BOYAmt
EOY	$4,830,296	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$205,429	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$177,217	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consol And Sep Basis Fincl Stmt	Yes (X)	ConsolAndSepBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,794,722	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,022,628	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,191,251	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,334,493	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,527,499	CurrentTaxYearAmt
Total	$15,870,593	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,794,722	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,022,628	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,191,251	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,334,493	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,527,499	CurrentTaxYearAmt
Total	$15,870,593	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$184,128	SubstantialContributorsTotAmt
Public Support Total170	$15,686,465	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$20,446	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$25,972	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,372	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$44,423	CurrentTaxYearMinus1YearAmt
Current Tax Year	$46,160	CurrentTaxYearAmt
Total	$172,373	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$16,042,966	TotalSupportAmt
Gross Receipts Rltd Activities	$12,712	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.97780	PublicSupportCY170Pct
Public Support PY170	0.97630	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	1	DonorAdvisedFundsHeldCnt
Donor Advised Funds Vl EOY	$22,869	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,935,312	BeginningYearBalanceAmt
Contributions	$167,600	ContributionsAmt
Investment Earnings Or Losses	$260,329	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$39,745	GrantsOrScholarshipsAmt
Administrative Expenses	$9,015	AdministrativeExpensesAmt
End Year Balance	$2,314,481	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,775,451	BeginningYearBalanceAmt
Contributions	$44,025	ContributionsAmt
Investment Earnings Or Losses	$150,802	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$30,539	GrantsOrScholarshipsAmt
Administrative Expenses	$4,427	AdministrativeExpensesAmt
End Year Balance	$1,935,312	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,727,519	BeginningYearBalanceAmt
Contributions	$159,196	ContributionsAmt
Investment Earnings Or Losses	-$68,935	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$31,243	GrantsOrScholarshipsAmt
Administrative Expenses	$11,086	AdministrativeExpensesAmt
End Year Balance	$1,775,451	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,700,334	BeginningYearBalanceAmt
Contributions	$37,928	ContributionsAmt
Investment Earnings Or Losses	$78,169	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$81,159	GrantsOrScholarshipsAmt
Administrative Expenses	$7,753	AdministrativeExpensesAmt
End Year Balance	$1,727,519	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,598,470	BeginningYearBalanceAmt
Contributions	$45,366	ContributionsAmt
Investment Earnings Or Losses	$83,986	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$23,245	GrantsOrScholarshipsAmt
Administrative Expenses	$4,243	AdministrativeExpensesAmt
End Year Balance	$1,700,334	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$181,924	OtherCostOrOtherBasisAmt
Depreciation	$171,194	DepreciationAmt
Book Value	$10,730	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$10,730	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
CASH SURRENDER VALUE OF LIFE INSURANCE	$193,000
ACCRUED INTEREST RECEIVABLE	$3,251
INTEREST IN CRUTS	$363,700

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$559,951	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
DUE TO BARBERSHOP HARMONY SOCIETY DISTRICTS & CHAPTERS	$100,414
ACCTS PAYABLE- BARBERSHOP HARMONY SOCIETY	$16,543
FUNDS HELD FOR BARBERSHOP HARMONY SOCIETY	$323,002

Field	Value	IRS element (for citing)
Total Liability	$439,959	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,796,577	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$177,217	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$177,217	RevenueNotReportedAmt
Revenue Subtotal	$2,619,360	RevenueSubtotalAmt
Investment Expenses Not Incld	$15,487	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$15,487	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,634,847	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,824,789	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$2,824,789	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$15,487	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$15,487	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,840,276	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

THE FOUNDATION HAS ESTABLISHED SEVERAL ENDOWMENT FUNDS. DISTRIBUTIONS FROM THE GENERAL ENDOWMENT AND THE FOUNDATION'S PROGRAM-RESTRICTED ENDOWMENTS BENEFIT THE HERITAGE, MUSIC, OUTREACH, SCHOLARSHIP OR YOUTH PROGRAMS. DISTRIBUTIONS FROM THE ASSOCIATES FUNDS PROVIDE GRANTS TO THE BARBERSHOP HARMONY SOCIETY CHAPTERS AND DISTRICTS OR OTHER ASSOCIATES OF THE FOUNDATION.

PART X, LINE 2:

MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
BARBERSHOP HARMONY SOCIETY
110 SEVENTH AVE NORTH	NASHVILLE	TN	37203	390926339	501(C)(3)	$610,423	SCHOLARSHIPS, MUSIC FOR SCHOOLS, COLLEGE QUARTET COMPETITION, AND CAMPS & WORKSHOPS
CHAPTER-SANTA FE SPRINGS
				850322199	501(C)(3)	$18,623	CAMPS & WORKSHOPS
DISTRICT-MID ATLANTIC
				226079249	501(C)(3)	$15,842	CAMPS & WORKSHOPS
CHAPTER-WESTMINSTER
				956196396	501(C)(3)	$14,774	CAMPS & WORKSHOPS
DISTRICT-SUNSHINE
				596194988	501(C)(3)	$9,273	CAMPS & WORKSHOPS
CHAPTER-ALEXANDRIA
				546047426	501(C)(3)	$8,818	CAMPS & WORKSHOPS
CHAPTER-GREATER ATLANTA
				581436307	501(C)(3)	$7,598	CAMPS & WORKSHOPS
CHAPTER-DENVER-MILE HIGH
				846044526	501(C)(3)	$7,507	CAMPS & WORKSHOPS
DISTRICT-FAR WESTERN
				956085839	501(C)(3)	$6,826	CAMPS & WORKSHOPS
AIC GRANT FUND
				391673284	501(C)(3)	$6,666	CAMPS & WORKSHOPS
DISTRICT-ROCKY MOUNTAIN
				742073627	501(C)(3)	$6,456	CAMPS & WORKSHOPS
CHAPTER-NAPLESFT MYERS
				591648285	501(C)(3)	$6,195	CAMPS & WORKSHOPS
CHAPTER-GREATER INDIANAPOLIS
				356060520	501(C)(3)	$6,183	CAMPS & WORKSHOPS
DISTRICT-NORTHEASTERN
				046139578	501(C)(3)	$5,032	CAMPS & WORKSHOPS

Field	Value	IRS element (for citing)
Total501c3 Org	14	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	GRANT RECIPIENTS (BARBERSHOP HARMONY SOCIETY) SUBMIT A USE OF FUNDS REPORT DETAILING THE PROGRAM RESULTS INCLUDING THE NUMBER OF CONSTITUENTS SERVED, DIRECT AND INDIRECT COST, STRENGTH AND WEAKNESS ANALYSIS FOR EACH PROGRAM FUNDED. FOUNDATION STAFF ALSO ATTENDS RANDOM CAMPS AND WORKSHOPS OF VARIOUS DISTRICTS AND CHAPTERS, THE YOUTH CHORUS FESTIVAL, YOUTH QUARTET CONTEST, AND SEVERAL OTHER PROGRAMS TO OBSERVE THE PROGRAM PERFORMANCE AND EFFECTIVENESS.	ExplanationTxt

Schedule M IRS990ScheduleM

Intellectual Property IntellectualPropertyGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$600	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	9	ContributionCnt
Noncash Contributions Rpt F990	$101,697	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	SHEET MUSIC-RICHARD ASHBY	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$9,698	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7A	THE FOUNDATION'S BOARD OF TRUSTEES CONSISTS ENTIRELY OF MEMBERS THAT ARE ELECTED BY THE BOARD OF DIRECTORS OF THE BARBERSHOP HARMONY SOCIETY.
FORM 990, PART VI, SECTION B, LINE 11B	THE GOVERNING BODY IS PROVIDED THE FORM 990 TO REVIEW PRIOR TO FILING. IN ADDITION, THE FORM 990 IS REVIEWED BY THE CFO, TREASURER, AND THE AUDIT COMMITTEE PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	EACH YEAR ALL TRUSTEES MUST REVIEW THE POLICY AND LIST ANY POTENTIAL CONFLICTS OF INTERESTS IF ANY AND SIGN OFF ON THE DOCUMENT.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION FOR THE CEO IS DETERMINED BY A COMPENSATION STUDY PERFORMED BY THE BOARD CHAIR, WHICH IS LATER APPROVED BY THE BOARD MEMBERS. COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES IS DETERMINED BY A MARKET ANALYSIS OF WAGES AND THEN APPROVED BY THE CEO.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS POSTED ON GUIDESTAR.
FORM 990, PART XII, #2C:	THE PROCESS REGARDING OVERSIGHT OF THE AUDIT, ITS FINANCIAL STATEMENTS, AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SOC FOR THE PRESERVATION & ENCOURAGEMENT OF BARBERSHOP QUARTET	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	110 7TH AVENUE NORTH	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	372033704	ZIPCd

Field	Value	IRS element (for citing)
EIN	390926339	EIN
Primary Activities	PRESERVATION OF THE OLD AMERICAN ART FORM OF BARBER SHOP QUARTET SINGING	PrimaryActivitiesTxt
Legal Domicile State	WI	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	509(A)(1)	PublicCharityStatusTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
THE FOUNDATION PROVIDED GRANTS TO THE BARBERSHOP HARMONY SOCIETY
B	$610,423	BOOK AMOUNT
THE FOUNDATION SHARES A BUILDING WITH THE SOCIETY
N	$0
THE FOUNDATION REIMBURSED EXPENSES TO THE BARBERSHOP HARMONY SOCIETY
P	$21,391	BOOK AMOUNT
THE BARBERSHOP HARMONY SOCIETY PROVIDED CONTRIBUTIONS TO THE FOUNDATION
C	$17,000	BOOK AMOUNT