BETA

LEWIS FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LEWIS FOUNDATION (EIN 45-6628772)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-14
IRS object ID
201711049349100406
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-04-14T08:52:51-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621199757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LBMC PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1869AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP370241869ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456628772EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM VALLETPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6158898901PhoneNum
Signature2017-04-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIANA J MULLENAXPreparerPersonNm
PTINP00897592PTIN
Phone6153774600PhoneNum
Preparation2017-04-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address8.42.53.250IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-04-14IPDt
IP Tm08:52:17IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id167A6481197C862249ACCD4C2D05ACC4C80A89A2AtSubmissionCreationDeviceId
At Submission Filing Device Id9BD1F682F1B760309F59ABC45F7E6EE44C9BE9FCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,589,929FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,908,718ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$507,933DividendsRevAndExpnssAmt
Dividends Net Invst Incm$507,933DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$871,663NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,406,146GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$871,663CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,288,314TotalRevAndExpnssAmt
Total Net Invst Incm$1,379,596TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,185AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,093AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$104,984OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$104,984OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$13,586TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,595TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$120,755TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$110,672TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,332,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,332,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,453,255TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$110,672TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,332,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$835,059ExcessRevenueOverExpensesAmt
Net Investment Income$1,268,924NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$939,484CashBOYAmt
Cash EOY$398,849CashEOYAmt
Cash EOYFMV$398,849CashEOYFMVAmt
US Government Obligations BOY$707,830USGovernmentObligationsBOYAmt
US Government Obligations EOY$700,278USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$700,278USGovtObligationsEOYFMVAmt
Corporate Stock BOY$14,345,767CorporateStockBOYAmt
Corporate Stock EOY$17,389,032CorporateStockEOYAmt
Corporate Stock EOYFMV$17,389,032CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,823,441CorporateBondsBOYAmt
Corporate Bonds EOY$4,101,770CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,101,770CorporateBondsEOYFMVAmt
Total Assets BOY$20,816,522TotalAssetsBOYAmt
Total Assets EOY$22,589,929TotalAssetsEOYAmt
Total Assets EOYFMV$22,589,929TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$20,816,522RetainedEarningBOYAmt
Retained Earning EOY$22,589,929RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,816,522TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,589,929TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,816,522TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,589,929TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,816,522TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$835,059ExcessRevenueOverExpensesAmt
Other Increases$938,348OtherIncreasesAmt
Subtotal$22,589,929SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,589,929TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB ACCOUNT #3104P$2,406,096$1,534,483$871,613$871,613
CAPITAL GAINS DIVIDENDSP$50$50$50
FieldValueIRS element (for citing)
Capital Gain Net Income$871,663CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,015,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$21,375,219NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047485DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,316,740AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$22,478,615NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.103064DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,394,659AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$20,891,081NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.066759DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,324,922AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$16,248,703NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.081540DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,821,201NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.298848TotalDistributionRt
Average Distribution0.059770AverageDistributionRt
Net Vl Noncharitable Assets$21,402,993NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,279,257AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$12,689NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,291,946AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,332,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$12,689InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,689SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,689TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,640EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,640TotalPaymentsAndCreditsAmt
Tax Due$4,049TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS A VALLETT TRUSTEEIndividualWithBooksNm
Phone6158898901PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19274 EXTON LANEAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS A VALLETT
9274 EXTON LANEBRENTWOODTN37027TRUSTEE0.25$0$0$0
JANE E VALLETT
9274 EXTON LANEBRENTWOODTN37027TRUST COMMITTEE MEMBER0.25$0$0$0
ELIZABETH PRIVETT
9274 EXTON LANEBRENTWOODTN37027TRUST COMMITTEE MEMBER0.25$0$0$0
SARA J BAUMGARTNER
9274 EXTON LANEBRENTWOODTN37027TRUST COMMITTEE MEMBER0.25$0$0$0
PAUL T VALLETT
9274 EXTON LANEBRENTWOODTN37027TRUST COMMITTEE MEMBER0.25$0$0$0
WADE C PRIVETT
9274 EXTON LANEBRENTWOODTN37027TRUST COMMITTEE MEMBER0.25$0$0$0
JEFF BAUMGARTNER
9274 EXTON LANEBRENTWOODTN37027TRUST COMMITTEE MEMBER0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$21,178,075AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$550,852AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,728,927TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,728,927AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$325,934CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,402,993NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,070,150MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,070,150MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,689TaxBasedOnInvestmentIncomeAmt
Total Tax$12,689TotalTaxAmt
Distributable Before Adj$1,057,461DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,057,461DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,057,461DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,332,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,332,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$12,689PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,319,811AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,057,461DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$414,886ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$360,787ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,209,329ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,985,002TotalExcessDistributionCyovAmt
Qualifying Distributions$3,332,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,057,461AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,275,039RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,260,041TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,260,041ExcessDistriCyovToNextYrAmt
Excess From Year4$414,886ExcessFromYear4Amt
Excess From Year3$360,787ExcessFromYear3Amt
Excess From Year2$1,209,329ExcessFromYear2Amt
Excess From Current Year$2,275,039ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRENTWOOD BAPTIST CHURCH
7777 CONCORD RDBRENTWOODTN37027NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$1,000,000
GRACEWORKS MINISTRIES
104 SOUTHEAST PKWYFRANKLINTN37064NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$50,000
NASHVILLE RESCUE MISSION
639 LAFAYETTE STNASHVILLETN37203NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$50,000
RETT'S ROOST - KINDFUL
782 MELROSE AVENASHVILLETN37211NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$10,000
YOUNG LIFE - NATIONAL
PO BOX 520COLORADO SPRINGSCO80901NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$1,160,000
YOUNG LIFE - CAROLINA POINT
4000 GLADY FORK RDBREVARDNC28712NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$750,000
FIRST BAPTIST CHURCH - BAREFOOT BAY
303 BAREFOOT BLVDBAREFOOT BAYFL32976NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$10,000
BRAD ECHOLS FOUNDATION
2661 QUEENSTOWN RDBIRMINGHAMAL35210NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$2,500
DAYSTAR COUNSELING MINISTRIES
2801 AZALEA PLNASHVILLETN37204NONE501(C)(3)TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND OTHER CHARITABLE ACTIVITIES$300,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,332,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$507,933ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$871,663ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,379,596ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,379,596TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHOMAS VALLETTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1833 PIPERS LANEAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,908,718TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property26,344 SHARES ISHARESNoncashPropertyDesc
Fair Market Value$2,908,718FairMarketValueAmt
Received2016-05-27ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$2,185Amt
Net Investment Income$1,093NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$4,101,770EOYBookValueAmt
EOYFMV$4,101,770EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$17,389,032EOYBookValueAmt
EOYFMV$17,389,032EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$700,278StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$700,278StateLocalSecEOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$938,348Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$104,984Amt
Net Investment Income$104,984NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NET INVESTMENT TAX PAYMENTS$8,991$0$0
FOREIGN TAXES PAID$4,595$4,595$0

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