MSB COCKAYNE FUND INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MSB COCKAYNE FUND INC (EIN 45-2806883)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202523119349101122
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T10:27:45-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | 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 | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452806883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSB COCKAYNE FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COCK | BusinessNameControlTxt |
| Phone | 6159023483 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150347 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372150347 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN BROWN JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6159023483 | PhoneNum |
| Signature | 2025-11-06 | 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 | JERRY A MOSS | PreparerPersonNm |
| PTIN | P00053489 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $55,504,601 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37,069 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,069 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,807,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,807,119 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,156,217 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,798,191 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,156,217 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,317 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,317 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,002,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,002,722 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,000 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $35,018 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,018 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $432 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $233,903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $233,837 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $337,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $284,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,001 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,537,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $284,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,215,001 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$534,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,718,435 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $238,736 | CashBOYAmt |
| Cash EOY | $220,688 | CashEOYAmt |
| Cash EOYFMV | $220,688 | CashEOYFMVAmt |
| Corporate Stock BOY | $13,204,350 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,063,947 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,551,050 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $237,182 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,864,158 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,538,513 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,455,520 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $90,343 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,277,343 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,277,343 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,634,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,100,491 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,504,601 | 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 | $25,634,769 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,100,491 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,634,769 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,100,491 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,634,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,100,491 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,634,769 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$534,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,100,491 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,100,491 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2024-12-31 | $4,199,386 | $3,641,885 | $557,501 | $557,501 | |
| CLASS ACTION FILED ON ALLERGAN | 2024-12-31 | $95 | $95 | $95 | P | |
| PASSTHROUGH: LEGACY VENTURE IX LLC | 2024-12-31 | $89 | -$89 | -$89 | P | |
| PASSTHROUGH: ANIKETOS | 2024-12-31 | $39 | $39 | $39 | D | |
| PASSTHROUGH: ANIKETOS | 2024-12-31 | $568,219 | $568,219 | $568,219 | D | |
| PASSTHROUGH: LEGACY VENTURE IX LLC | 2024-12-31 | $6,509 | $6,509 | $6,509 | P | |
| CAPITAL GAINS DIVIDENDS | $23,943 | $23,943 | $23,943 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,156,217 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,213 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $62,213 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,427 | OverpaymentAmt |
| Applied To ES Tax | $24,427 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER BIRTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6159023481 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150347 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372150347 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN S BROWN JR | ||||||||
| PO BOX 150347 | NASHVILLE | TN | 372150347 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSANNAH SCOTT-BARNES | ||||||||
| PO BOX 150347 | NASHVILLE | TN | 372150347 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH BROWN | ||||||||
| PO BOX 150347 | NASHVILLE | TN | 372150347 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET BROWN DE CLERCQ | ||||||||
| PO BOX 150347 | NASHVILLE | TN | 372150347 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $43,828,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,076,825 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,226,355 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,131,280 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,131,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $991,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,139,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,256,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,256,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,786 | TotalTaxAmt |
| Distributable Before Adj | $3,219,180 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,219,180 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,219,180 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,215,001 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,215,001 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,219,180 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $152,704 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $183,809 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,933 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $375,446 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,215,001 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,215,001 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,179 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,179 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $371,267 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $371,267 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $148,525 | ExcessFromYear3Amt |
| Excess From Year2 | $183,809 | ExcessFromYear2Amt |
| Excess From Year1 | $38,933 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALIVE HOSPICE | |||||||||||
| 1718 PATTERSON STREET | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $11,000 | |||||
| ALZAR SCHOOL | |||||||||||
| PO BOX 1609 | CASCADE | ID | 83611 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $50,000 | |||||
| AMERICAN FARMLAND TRUST | |||||||||||
| 1150 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20036 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| ANDREW JACKSON FOUNDATION | |||||||||||
| 4580 RACHELS LANE | NASHVILLE | TN | 37076 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $16,000 | |||||
| APPALACHIAN TRAIL CONSERVANCY | |||||||||||
| PO BOX 807 | HARPERS FERRY | WV | 254259988 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| BAY AREA LYME FOUNDATION | |||||||||||
| 884 PORTOLA ROAD SUITE A7 | PORTOLA VALLEY | CA | 94028 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $39,500 | |||||
| BLAIR SCHOOL OF MUSIC | |||||||||||
| 2400 BLAKEMORE AVENUE | NASHVILLE | TN | 372123499 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| BROWN UNIVERSITY | |||||||||||
| PO BOX 1893 | PROVIDENCE | RI | 02912 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $35,000 | |||||
| CALIFORNIA ACADEMY OF SCIENCES | |||||||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| CENTENNIAL PARK CONSERVANCY | |||||||||||
| PO BOX 128139 | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| CENTERSTONE NASHVILLE | |||||||||||
| PO BOX 530281 | ATLANTA | GA | 30353 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| CHALLENGE SUCCESS | |||||||||||
| PO BOX 20053 | STANFORD | CA | 94309 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $7,500 | |||||
| CHEEKWOOD | |||||||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $30,000 | |||||
| CHRIST CHURCH CATHEDRAL | |||||||||||
| 900 BROADWAY | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $34,000 | |||||
| COMMON SENSE MEDIA | |||||||||||
| 699 8TH ST SUITE C150 | SAN FRANCISCO | CA | 94103 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| COMMUNITY FOUNDATION OF MIDDLE TN | |||||||||||
| 3421 BELMONT BLVD | NASHVILLE | TN | 372152519 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| CONEXION AMERICAS | |||||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| CONSERVATION FLORIDA | |||||||||||
| 37 N ORANGE AVENUE SUITE 323 | ORLANDO | FL | 32801 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| CONVERGENCE CENTER FOR POLICY RESOLUTION | |||||||||||
| 1775 EYE STREET NEW SUITE 1150-287 | WASHINGTON | DC | 20006 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| CROSSROADS CAMPUS | |||||||||||
| 707 MONROE STREET | NASHVILLE | TN | 37208 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| CUMBERLAND REGION TOMORROW | |||||||||||
| 2817 WEST END AVE SUITE 126-305 | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $3,000 | |||||
| CUMBERLAND RIVER COMPACT | |||||||||||
| 35 PEABODY STREET 305 | NASHVILLE | TN | 37210 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| DEFENDERS OF WILDLIFE | |||||||||||
| 1130 17TH ST NW | WASHINGTON | DC | 20036 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $75,000 | |||||
| DUKE HEALTH DEVELOPMENT & ALUMNI AFFAIRS | |||||||||||
| 300 W MORGAN STREET SUITE 1000 | DURHAM | NC | 27701 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $150,000 | |||||
| ENSWORTH SCHOOL | |||||||||||
| 211 ENSWORTH AVENUE | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| FIFTY VANDERBILT FOUNDATION INC | |||||||||||
| 50 VANDERBILT AVE | NEW YORK | NY | 10017 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| FISK UNIVERSITY | |||||||||||
| 1000 17TH AVENUE N | NASHVILLE | TN | 37208 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| FOOD CORPS | |||||||||||
| 1140 SE 7TH AVE SUITE 110 | PORTLAND | OR | 97214 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $40,000 | |||||
| FOXCROFT SCHOOL | |||||||||||
| 22407 FOXHOUND LANE | MIDDLEBURG | VA | 20117 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| FRIENDS OF THE RIVER FOUNDATION | |||||||||||
| 3336 BRADSHAW ROAD 335 | SACRAMENTO | CA | 95827 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $90,000 | |||||
| FRIENDS OF THE URBAN FOREST | |||||||||||
| 1007 GENERAL KENNEDY AVE SUITE 1 | SAN FRANCISCO | CA | 941291405 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $18,000 | |||||
| FRIENDS OF WARNER PARKS | |||||||||||
| 50 VAUGHN ROAD | NASHVILLE | TN | 37221 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| FRIST ART MUSEUM | |||||||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| GARDENS OF GOLDEN STATE PARK | |||||||||||
| 320 JUDAH ST STE 2 | SAN FRANCISCO | CA | 94122 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| GOODWILL INDUSTRIES OF MIDDLE TN INC | |||||||||||
| 937 HERMAN STREET | NASHVILLE | TN | 37208 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| GRACE CATHEDRAL | |||||||||||
| 1100 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $150,000 | |||||
| GREENBELT ALLIANCE | |||||||||||
| 827 BROADWAY STE 310 | OAKLAND | CA | 94607 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| GREENWAYS FOR NASHVILLE | |||||||||||
| PO BOX 196340 | NASHVILLE | TN | 372196340 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| HABITAT FOR HUMANITY OF GREATER NASHVILLE | |||||||||||
| 414 HARDING PLACE SUITE 100 | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| HARPETH CONSERVANCY | |||||||||||
| 215 JAMESTOWN PARK ROAD SUITE 101 | BRENTWOOD | TN | 37027 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $55,000 | |||||
| HARPETH HALL SCHOOL | |||||||||||
| 3801 HOBBS ROAD | NASHVILLE | TN | 37215 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| HART COUNTY HISTORICAL SOCIETY | |||||||||||
| PO BOX 606 | MUNFORDVILLE | KY | 42765 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| HISTORIC NASHVILLE | |||||||||||
| PO BOX 190516 | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| HORIZONS AT UNIVERSITY SCHOOL OF NASHVILLE | |||||||||||
| 2000 EDGEHILL AVENUE | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $9,000 | |||||
| HUMANITIES TENNESSEE | |||||||||||
| 807 MAIN STREET SUITE B | NASHVILLE | TN | 37206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| ILLUMINATE | |||||||||||
| 228 LAIDLEY STREET | SAN FRANCISCO | CA | 94131 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $50,000 | |||||
| KENTUCKY HISTORICAL SOCIETY FOUNDATION | |||||||||||
| 100 W BROADWAY | FRANKFORT | KY | 40601 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| KHAN ACADEMY | |||||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 940421630 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| LARKSPUR CONSERVATION | |||||||||||
| PO BOX 120279 | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| LINDEN WALDORF SCHOOL | |||||||||||
| 3201 HILLSBORO PIKE | NASHVILLE | TN | 37215 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $15,000 | |||||
| LYMELIGHT FOUNDATION INC | |||||||||||
| 1229 BURLINGAME AVE SUITE 205 | BURLINGAME | CA | 94010 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $50,000 | |||||
| METRO NASHVILLE PARKS FOUNDATION | |||||||||||
| PO BOX 196340 | NASHVILLE | TN | 372196340 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| MONROE CARELL JR CHILDRENS HOSPITAL AT VANDERBILT | |||||||||||
| 2200 CHILDRENS WAY | NASHVILLE | TN | 37232 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| MONTGOMERY BELL ACADEMY | |||||||||||
| 4001 HARDING ROAD | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| MUHAMMAD ALI CENTER | |||||||||||
| 144 N SIXTH STREET | LOUISVILLE | KY | 40202 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| NASHVILLE BANNER | |||||||||||
| PO BOX 41972 | NASHVILLE | TN | 37204 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $15,000 | |||||
| NASHVILLE CIVIC DESIGN CENTER | |||||||||||
| 138 SECOND AVENUE NORTH SUITE 106 | NASHVILLE | TN | 37201 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $300,000 | |||||
| NASHVILLE PUBLIC EDUCATION FOUNDATION | |||||||||||
| 1207 18TH AVE SOUTH SUITE 202 | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| NASHVILLE PUBLIC LIBRARY FOUNDATION | |||||||||||
| 615 CHURCH STREET | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| NASHVILLE PUBLIC RADIO | |||||||||||
| 630 MAINSTREAM DRIVE | NASHVILLE | TN | 372281204 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $27,000 | |||||
| NASHVILLE PUBLIC TELEVISION | |||||||||||
| 161 RAINS AVE | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| NASHVILLE SHAKESPEARE FESTIVAL | |||||||||||
| 161 RAINS AVE | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| NASHVILLE SYMPHONY ASSOCIATION | |||||||||||
| ONE SYMPHONY PLACE | NASHVILLE | TN | 372012031 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| NASHVILLE TREE FOUNDATION | |||||||||||
| PO BOX 58962 | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| NASHVILLE ZOO INC | |||||||||||
| 3777 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| ONE KID ONE WORLD | |||||||||||
| 10525 OAKLAWN ROAD | LOS ANGELES | CA | 90064 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| OPEN TABLE OF NASHVILLE INC | |||||||||||
| PO BOX 110266 | NASHVILLE | TN | 37222 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| OPERATION STAND DOWN TENNESSEE | |||||||||||
| 1125 12TH AVE SOUTH | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| PLANNED PARENTHOOD OF TENNESSEE AND NORTH MISSISSIPPI | |||||||||||
| 2430 POPLAR AVENUE | MEMPHIS | TN | 38112 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| POINT REYES NATIONAL SEASHORE ASSOCIATION | |||||||||||
| 1 BEAR VALLEY ROAD BLDG 70 | POINT REYES STATION | CA | 94956 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $15,000 | |||||
| REFED INC | |||||||||||
| 4602 21ST STREET 1531 | LONG ISLAND CITY | NY | 11101 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| ROCHELLE CENTER | |||||||||||
| 1020 SOUTHSIDE COURT | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| SAN FRANCISCO BALLET ASSOCIATION | |||||||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $30,000 | |||||
| SECOND HARVEST FOOD BANK OF MIDDLE TN | |||||||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| SEXUAL ASSAULT CENTER | |||||||||||
| 101 FRENCH LANDING DRIVE | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| SHAKER VILLAGE OF PLEASANT HILL | |||||||||||
| 3501 LEXINGTON ROAD | HARRODSBURG | KY | 40330 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| SILOAM HEALTH | |||||||||||
| 820 GALE LANE | NASHVILLE | TN | 37204 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| SOUTH UNION SHAKER VILLAGE | |||||||||||
| 896 SHAKER MUSEUM ROAD | AUBURN | KY | 42206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||||||
| 120 GARRETT STREET SUITE 400 | CHARLOTTESVILLE | VA | 229025613 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $210,000 | |||||
| ST AUGUSTINE'S CHAPEL | |||||||||||
| PO BOX 6330-B | NASHVILLE | TN | 37235 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| STROUD WATER RESEARCH CENTER | |||||||||||
| 970 SPENCER ROAD | AVONDALE | PA | 193119514 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| TEACH FOR AMERICA | |||||||||||
| PO BOX 748607 | ATLANTA | GA | 303748607 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $6,000 | |||||
| TEN STRANDS | |||||||||||
| PO BOX 150869 | SAN RAFAEL | CA | 94915 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $35,000 | |||||
| TENNGREEN LAND CONSERVANCY | |||||||||||
| 1213A 16TH AVE SOUTH | NASHVILLE | TN | 37212 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| THE BATTLE OF FRANKLIN TRUST | |||||||||||
| 1345 EASTERN FLANK CIRCLE | FRANKLIN | TN | 37064 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| THE BERRY CENTER | |||||||||||
| PO BOX 582 | NEW CASTLE | KY | 40050 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| THE FAMILY CENTER INC | |||||||||||
| 139 THOMPSON LANE | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| THE FILSON HISTORICAL SOCIETY | |||||||||||
| 1310 SOUTH 3RD STREET | LOUISVILLE | KY | 40208 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| THE LAND TRUST FOR TENNESSEE | |||||||||||
| PO BOX 41027 | NASHVILLE | TN | 37204 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $60,000 | |||||
| THE NATURE CONSERVANCY (TN CHAPTER) | |||||||||||
| 2 MARYLAND FARMS SUITE 150 | BRENTWOOD | TN | 37027 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $24,000 | |||||
| THE PASTORAL CENTER FOR HEALING | |||||||||||
| 1030 WILSON PIKE | BRENTWOOD | TN | 37027 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| THE PHILANTHROPY WORKSHOP | |||||||||||
| 110 EAST 25TH STREET | NEW YORK | NY | 10010 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $15,000 | |||||
| THE THACHER SCHOOL | |||||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $600,000 | |||||
| THE VILLAGE AT GLENCLIFF | |||||||||||
| 2901 GLENCLIFF ROAD | NASHVILLE | TN | 37211 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $50,000 | |||||
| THINKTENNESSEE | |||||||||||
| 414 UNION STREET SUITE 1900 | NASHVILLE | TN | 37219 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| THISTLE FARMS INC | |||||||||||
| 5122 CHARLOTTE PIKE | NASHVILLE | TN | 37209 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| TIME TO RISE INC | |||||||||||
| 3737 WEST END AVENUE 201 | NASHVILLE | TN | 37205 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| UNITED WAY OF GREATER NASHVILLE | |||||||||||
| 250 VENTURE CIRCLE | NASHVILLE | TN | 37228 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| UNIVERSITY OF TN HEALTH SCIENCE CENTER | |||||||||||
| 62 SOUTH DUNLAP SUITE 420 | MEMPHIS | TN | 38163 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $175,000 | |||||
| UNIVERSITY OF VIRGINIA | |||||||||||
| PO BOX 400807 | CHARLOTTESVILLE | VA | 229044807 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $10,000 | |||||
| URBAN HOUSING SOLUTIONS | |||||||||||
| 822 WOODLAND STREET | NASHVILLE | TN | 37206 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| VANDERBILT KENNEDY CENTER | |||||||||||
| PMB 40 230 APPLETON PLACE | NASHVILLE | TN | 372035721 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $1,000 | |||||
| VANDERBILT LAW SCHOOL | |||||||||||
| 131 21ST AVE SOUTH | NASHVILLE | TN | 372031181 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||||||
| PO BOX 290369 | NASHVILLE | TN | 377290369 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $5,000 | |||||
| VANDERBILT UNIVERSITY | |||||||||||
| 401 21ST AVE SOUTH | NASHVILLE | TN | 37203 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $25,000 | |||||
| WINNIPEG FOUNDATION USA | |||||||||||
| PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $30,000 | 1350 - ONE LOMBARD PLACE | WINNIPEG | MANITOBA | CA | R3B OX3 | ||||
| WOODWELL CLIMATE RESEARCH CENTER | |||||||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 025401644 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| YALE SCHOOL OF MEDICINE | |||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $2,000 | |||||
| YALE UNIVERSITY | |||||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 065102100 | PUBLIC | TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $20,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,200,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,069 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,807,120 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,317 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,156,217 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,002,723 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,002,723 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $11,063,947 | EOYBookValueAmt |
| EOYFMV | $31,551,050 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $724,040 | $983,169 |
| ALTERNATIVE INVESTMENTS | AT COST | $190,000 | $234,722 |
| LEGACY VENTURE IX, LLC | AT COST | $834,372 | $834,372 |
| ANIKETOS FINANCING LLC | AT COST | $10,790,101 | $20,403,257 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $30,000 | LegalFeesAmt |
| Net Investment Income | $15,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LONG-TERM LOAN RECEIVABLE | $90,343 | $0 | $0 |
| NOTE RECEIVABLE - MSB 2018 CLAT | $0 | $910,000 | $910,000 |
| NOTE RECEIVABLE - MSB 2018 CLUT | $0 | $367,343 | $367,343 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PASSTHROUGH: LEGACY VENTURE IX, LLC | $30,139 | $30,139 | $0 |
| PASSTHROUGH: ANIKETOS | $197,518 | $197,518 | $0 |
| PASSTHROUGH: ANIKETOS - CONTRIBUTIONS | $1 | $0 | $1 |
| PASSTHROUGH: NON DEDUCTIBLE EXPENSES | $37 | $0 | $0 |
| ADMINISTRATIVE EXPENSES | $6,180 | $6,180 | $0 |
| MISCELLANOUS EXPENSES | $28 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH: LEGACY VENTURE IX, LLC | $1,525 | $1,525 | $1,525 |
| PASSTHROUGH: ANIKETOS FINANCING LLC | $792 | $792 | $792 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODY FEES | $20,538 | $20,538 | $0 |
| TAX PREP - ANIKETOS | $14,480 | $14,480 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $252 | $252 | $0 |
| TN SECRETARY OF STATE FEE | $46 | $0 | $0 |
| FEDERAL TAX | $6,082 | $0 | $0 |
| FEDERAL ESTIMATED PAYMENTS | $31,520 | $0 | $0 |
| PASSTHROUGH: ANIKETOS - REAL ESTATE TAX | $180 | $180 | $0 |
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