BETA

MARTHA W BANKER CHARITABLE TRUST: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MARTHA W BANKER CHARITABLE TRUST (EIN 62-6288471)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201711359349101976
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)
Return2017-05-15T11:59:06-05:00ReturnTs
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)
EIN626288471EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARTHA W BANKER CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARTBusinessNameControlTxt
Phone6156651142PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11033 CHANCERY LANEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ BARRY BANKERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6156651142PhoneNum
Signature2017-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFELICIA WATTSPreparerPersonNm
PTINP00742313PTIN
Phone6153774600PhoneNum
Preparation2017-05-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address8.42.53.250IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-11IPDt
IP Tm09:55:09IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2938AA6E469DFF2649221CC9B0F836CA4503236FAtSubmissionCreationDeviceId
At Submission Filing Device Id3BE5A0CE1FCD4DA8DBEC9F9B75A06B3D2ABD8083AtSubmissionFilingDeviceId
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$463,277FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,657DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,657DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,257NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$84,265GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,257CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,914TotalRevAndExpnssAmt
Total Net Invst Incm$21,914TotalNetInvstIncmAmt
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$1,825AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,825AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,492OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,492OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$319TaxesRevAndExpnssAmt
Taxes Net Invst Incm$69TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$346OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$346OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,982TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,907TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,825TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,682TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,907TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,768ExcessRevenueOverExpensesAmt
Net Investment Income$19,007NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$36,316SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$60,459SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$60,459SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$230,141CorporateStockBOYAmt
Corporate Stock EOY$202,230CorporateStockEOYAmt
Corporate Stock EOYFMV$402,818CorporateStockEOYFMVAmt
Total Assets BOY$266,457TotalAssetsBOYAmt
Total Assets EOY$262,689TotalAssetsEOYAmt
Total Assets EOYFMV$463,277TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$300,000CapitalStockBOYAmt
Capital Stock EOY$300,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$33,543RetainedEarningBOYAmt
Retained Earning EOY-$37,311RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$266,457TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$262,689TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$266,457TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$262,689TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$266,457TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,768ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$262,689SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$262,689TotNetAstOrFundBalancesEOYAmt

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 #4883 - PUBLICLY TRADED SECURITIESP$55,154$56,135-$981-$981
CHARLES SCHWAB #9403 - PUBLICLY TRADED SECURITIESP$29,111$15,873$13,238$13,238
FieldValueIRS element (for citing)
Capital Gain Net Income$12,257CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$27,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$468,378NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058927DistributionYr1Rt
Adjusted Qlfy Distri Yr2$20,250AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$494,787NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.040927DistributionYr2Rt
Adjusted Qlfy Distri Yr3$27,822AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$432,213NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.064371DistributionYr3Rt
Adjusted Qlfy Distri Yr4$18,480AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$336,356NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054942DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,513AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$306,835NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.066854DistributionYr5Rt
Total Distribution0.286021TotalDistributionRt
Average Distribution0.057204AverageDistributionRt
Net Vl Noncharitable Assets$441,448NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$25,253AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$190NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25,443AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$380InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$380SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$380TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$303EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$303TotalPaymentsAndCreditsAmt
Tax Due$77TaxDueAmt

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 BooksJ BARRY BANKERIndividualWithBooksNm
Phone6156651142PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11033 CHANCERY LANEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP372154523ZIPCd
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

FieldValueIRS element (for citing)
PersonJ BARRY BANKERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11033 CHANCERY LANEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$442,685AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,486AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$448,171TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$448,171AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,723CashDeemedCharitableAmt
Net Vl Noncharitable Assets$441,448NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,072MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,072MinimumInvestmentReturnAmt
Tax Based On Investment Income$380TaxBasedOnInvestmentIncomeAmt
Total Tax$380TotalTaxAmt
Distributable Before Adj$21,692DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,692DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,692DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,525QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$22,525AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,692DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,331ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,003ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,916ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$4,674ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,924TotalExcessDistributionCyovAmt
Qualifying Distributions$22,525QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,692AppliedToCurrentYearAmt
Remaining Distri From Corpus$833RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$19,757TotalCorpusAmt
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$5,331ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$14,426ExcessDistriCyovToNextYrAmt
Excess From Year4$2,003ExcessFromYear4Amt
Excess From Year3$6,916ExcessFromYear3Amt
Excess From Year1$4,674ExcessFromYear1Amt
Excess From Current Year$833ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJ BARRY BANKERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
CHALLENGE ASPEN
PO BOX 6639SNOWMASS VILLAGECO81615NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE$400
FAITH FAMILY MEDICAL CENTER
326 21ST AVENUE NORTHNASHVILLETN37203NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE$1,000
HOPE THROUGH HEALING HANDS
2908 POSTON AVENASHVILLETN37203NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE$10,000
SENIOR CITIZENS INC
174 RAINS AVENASHVILLETN37203NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE$250
LEVINE MUSEUM OF THE NEW SOUTH
200 E 7TH STREETCHARLOTTENC28202NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE$500
LWALA COMMUNITY ALLIANCE
PO BOX 60688NASHVILLETN37206NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE TO FURTHER CHATITABLE PURPOSE$500
THE LEARNING COLLABORATIVE
3241 SAM DRENAN RDCHARLOTTENC28205NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE$500
THE LEGION FUND
3833 CLEGHORN AVENUENASHVILLETN37215NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE$1,500
CHILDRENS SCHOLARSHIP FUND - CHARLOTTE
220 NORTH TRYON STREETCHARLOTTENC28202NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE$250
ROADSAFE
NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE$1,50071 GREAT PETER STREETLONDONUKSW1X 7DS
NASHVILLE DOLPHINS
95 WHITE BRIDGE ROAD 221NASHVILLETN37205NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE$200
DKE MAGOON FUND - UNIVERSITY OF VIRGINIA
PO BOX 400331CHARLOTTESVILLEVA229044331NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE$4,000
LEGAL AID SOCIETY OF NASHVILLE
300 DEADERICK STREETNASHVILLETN37201NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,700TotalGrantOrContriPdDurYrAmt
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$9,657ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,257ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$21,914ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,914TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,825Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,825DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB #4883 - PUBLIC EQUITY$188,729$384,171
CHARLES SCHWAB #4883 - PUBLIC EQUITY$0$0
CHARLES SCHWAB #9403 - PUBLIC EQUITY$13,501$18,647

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS EXPENSES$334$334$0
BANK FEES$12$12$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUST & INVESTMENT FEESCategoryTxt
Amt$2,492Amt
Net Investment Income$2,492NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES CHARLES SCHWAB$69$69$0
990 TAX - 2015$250$0$0

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