BETA

NISSAN FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
NISSAN FOUNDATION (EIN 95-4413799)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-11-04
IRS object ID
201623099349100117
Schema version
2015v2.1
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)
Return2016-11-04T12:35:15-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13011 TOWNSGATE ROAD SUITE 400AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954413799EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NISSAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% NISSAN FNDTN BILL SCOTTInCareOfNm
Business Name ControlNISSBusinessNameControlTxt
Phone6157251501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 685001 MAILSTOP B5BAddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP370765001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM H SCOTT JRPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2016-11-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBIN M PAULEPreparerPersonNm
PTINP00358939PTIN
Phone8053748555PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,739,177FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$424,882DividendsRevAndExpnssAmt
Dividends Net Invst Incm$424,882DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$257,953NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,005,170GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$257,953CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$682,835TotalRevAndExpnssAmt
Total Net Invst Incm$682,835TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$8,766AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,383AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,383AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,655OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,655OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$11,480TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$525OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$525OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,426TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,038TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,908TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$700,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$700,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$726,426TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,038TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$704,908TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$43,591ExcessRevenueOverExpensesAmt
Net Investment Income$672,797NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,471CashBOYAmt
Cash EOY$3,333CashEOYAmt
Cash EOYFMV$3,333CashEOYFMVAmt
US Government Obligations BOY$7,902,907USGovernmentObligationsBOYAmt
US Government Obligations EOY$7,931,764USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$8,272,944USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,985,412CorporateStockBOYAmt
Corporate Stock EOY$1,876,219CorporateStockEOYAmt
Corporate Stock EOYFMV$2,577,488CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,910,028CorporateBondsBOYAmt
Corporate Bonds EOY$1,916,994CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,885,412CorporateBondsEOYFMVAmt
Total Assets BOY$11,801,818TotalAssetsBOYAmt
Total Assets EOY$11,728,310TotalAssetsEOYAmt
Total Assets EOYFMV$12,739,177TotalAssetsEOYFMVAmt
Accounts Payable BOY$31,309AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Total Liabilities BOY$31,309TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$11,770,509RetainedEarningBOYAmt
Retained Earning EOY$11,728,310RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,770,509TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,728,310TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,801,818TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,728,310TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,770,509TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$43,591ExcessRevenueOverExpensesAmt
Other Increases$1,392OtherIncreasesAmt
Subtotal$11,728,310SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,728,310TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHERN TRUST - ST CAPITAL GAINP$174,069$172,980$1,089$1,089
NORTHERN TRUST - LT CAPITAL GAINP$580,931$574,237$6,694$6,694
CAPITAL GAIN DIVIDENDSP$250,170
FieldValueIRS element (for citing)
Capital Gain Net Income$257,953CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$724,873AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$13,587,887NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053347DistributionYr1Rt
Adjusted Qlfy Distri Yr2$710,824AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$13,301,139NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053441DistributionYr2Rt
Adjusted Qlfy Distri Yr3$683,355AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$13,004,304NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052548DistributionYr3Rt
Adjusted Qlfy Distri Yr4$649,645AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,287,530NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05287DistributionYr4Rt
Adjusted Qlfy Distri Yr5$632,529AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$12,123,413NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052174DistributionYr5Rt
Total Distribution0.26438TotalDistributionRt
Average Distribution0.052876AverageDistributionRt
Net Vl Noncharitable Assets$12,605,846NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$666,547AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,728NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$673,275AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$704,908QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$6,728InvestmentIncomeExciseTaxAmt
Subtotal$6,728SubtotalAmt
Tax Based On Investment Income$6,728TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,368EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,368TotalPaymentsAndCreditsAmt
Overpayment$2,640OverpaymentAmt
Applied To ES Tax$2,640AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.NISSANUSA.COMWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NISSAN FNDTN BILL SCOTTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6157251501PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE NISSAN WAYAddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT BECKER
ONE NISSAN WAYFRANKLINTN37067PRESIDENT/DIRECTOR1.0$0$0$0
HOLLY BRACCO
39001 SUNRISE DRIVEFARMINGTON HILLSMI48331DIRECTOR1.0$0$0$0
JOHN M DAB
ONE NISSAN WAYFRANKLINTN37067SECRETARY/DIRECTOR1.0$0$0$0
JEFFREY WEBSTER
300 NISSAN DRIVECANTONMS39046DIRECTOR1.0$0$0$0
WILLIAM H SCOTT JR
ONE NISSAN WAYFRANKLINTN37067TREASURER/DIRECTOR1.0$0$0$0
GEORGE VAZQUEZ
ONE NISSAN WAYFRANKLINTN37067DIRECTOR1.0$0$0$0
DAVID REUTER
ONE NISSAN WAYFRANKLINTN37067VICE PRESIDENT/DIRECTOR1.0$0$0$0
VICKI SMITH
ONE NISSAN WAYFRANKLINTN37067FOUNDATION ADMINISTRATOR/DIR1.0$0$0$0
ALLESANDRA THARP
9800 CAMPUS POINT DRIVESAN DIEGOCA92121DIRECTOR1.0$0$0$0
JUN WATANABE
1501 COTTONTAIL LANESOMERSETNJ08873DIRECTOR1.0$0$0$0
MATT DOWD
ONE NISSAN WAYFRANKLINTN37067DIRECTOR1.0$0$0$0
BRYAN HORN
ONE NISSAN WAYFRANKLINTN37067DIRECTOR1.0$0$0$0
TRISHA JUNG
2839 PACES FERRY ROAD OVERLOOK STEATLANTAGA30339DIRECTOR1.0$0$0$0
AMANDA TOLLE
8900 FREEPORT PARKWAYIRVINGTX75063DIRECTOR1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,794,656AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,157AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,797,813TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,797,813AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$191,967CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,605,846NetVlNoncharitableAssetsAmt
Minimum Investment Return$630,292MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$630,292MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,728TaxBasedOnInvestmentIncomeAmt
Total Tax$6,728TotalTaxAmt
Distributable Before Adj$623,564DistributableBeforeAdjAmt
Distributable Before Ded$623,564DistributableBeforeDedAmt
Distributable As Adjusted$623,564DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$704,908ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$704,908QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$6,728PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$698,180AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$623,564DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$37,300ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$45,978ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$44,430ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$60,295ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$64,211ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$252,214TotalExcessDistributionCyovAmt
Qualifying Distributions$704,908QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$623,564AppliedToCurrentYearAmt
Remaining Distri From Corpus$81,344RemainingDistriFromCorpusAmt
Total Corpus$333,558TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$37,300ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$296,258ExcessDistriCyovToNextYrAmt
Excess From Year4$45,978ExcessFromYear4Amt
Excess From Year3$44,430ExcessFromYear3Amt
Excess From Year2$60,295ExcessFromYear2Amt
Excess From Year1$64,211ExcessFromYear1Amt
Excess From Current Year$81,344ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
JAPANESE AMERICAN NATIONAL MUSEUM
100 NORTH CENTRAL AVENUELOS ANGELESCA90012NONEPCGENERAL SUPPORT$15,000
AUTRY NATIONAL CENTER
4700 WESTERN HERITAGE WAYLOS ANGELESCA900271462NONEPCGENERAL SUPPORT$15,000
INTERNATIONAL MUSEUM OF CULTURES
411 E HIGHWAY 67DUNCANVILLETX75137NONEPCGENERAL SUPPORT$30,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ATLANTA
2401 LAKE PARK DRIVESMYRNAGA30080NONEPCGENERAL SUPPORT$10,000
JOBS FOR MISSISSIPPI GRADUATES INC
6055 RIDGEWOOD ROADJACKSONMS39211NONEPCGENERAL SUPPORT$50,000SUITE A
GLOBAL EDUCATION CENTER
4822 CHARLOTTE AVENUENASHVILLETN372093423NONEPCGENERAL SUPPORT$25,000
NASHVILLE PUBLIC TELEVISION
161 RAINS AVENUENASHVILLETN37203NONEPCGENERAL SUPPORT$70,000
TENNESSEE IMMIGRANT & REFUGEE RIGHTS COALITION
2195 NOLENSVILLE PIKENASHVILLETN37211NONEPCGENERAL SUPPORT$30,000
JACKSON 2000 INCORPORATED
PO BOX 3397JACKSONMS39236NONEPCGENERAL SUPPORT$25,000
JEWISH CHILDREN'S MUSEUM
792 EASTERN PARKWAYBROOKLYNNY11213NONEPCGENERAL SUPPORT$20,000
THE COMMUNITY HOUSE
380 SOUTH BATES STREETBIRMINGHAMMI48009NONEPCGENERAL SUPPORT$25,000
OASIS CENTER
1704 CHARLOTTE AVENUE SUITE 200NASHVILLETN37203NONEPCGENERAL SUPPORT$50,000
Children's Museum Corporation of Rutherford County
502 Southeast Broad StreetMurfreesboroTN37128NONEPCGENERAL SUPPORT$55,000
SAN DIEGO CHILDREN'S DISCOVERY MUSEUM
320 N BROADWAYESCONDIDOCA92025NONEPCGENERAL SUPPORT$20,000
Frist Center for the Visual Arts
919 BroadwayNASHVILLETN37214NONEPCGENERAL SUPPORT$25,000
TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING
254 WEST 31ST STREET 7TH FLOORNEW YORKNY10001NONEPCGENERAL SUPPORT$30,000
US COMMITTEE FOR REFUGEES AND IMMIGRANTS INC
13942 MICHIGAN AVE UPPER LEVEL STEDEARBORNMI48126NONEPCGENERAL SUPPORT$25,000
BROOKLYN HISTORICAL SOCIETY
128 PIERREPONT STBROOKLYNNY11201NONEPCGENERAL SUPPORT$15,000
FERNBANK INC
767 CLIFTON ROAD NEATLANTAGA30307NONEPCGENERAL SUPPORT$10,000
LOS ANGELES OPERA COMPANY
135 NORTH GRAND AVENUELOS ANGELESCA90012NONEPCGENERAL SUPPORT$10,000
NATIONAL MULTICULTURAL WESTERN HERITAGE MUSEUM
2401 SCOTT AVEFORT WORTHTX76103NONEPCGENERAL SUPPORT$25,000
ONE TO WORLD INC
285 W BROADWAY SUITE 450NEW YORKNY10013NONEPCGENERAL SUPPORT$25,000
Connecting Cultures Mobile Museum
2558 Aiken AvenueLos AngelesCA90064NONEPCGENERAL SUPPORT$10,000
Japan Society Inc
333 East 47th StreetNew YorkNY10017NONEPCGENERAL SUPPORT$20,000
Nashville Public Library Foundation
615 Church StreetNashvilleTN37219NONESO III FIGENERAL SUPPORT$25,000
National Center for Civil and Human Rights Inc
250 Williams Street Suite 2322AtlantaGA30303NONEPCGENERAL SUPPORT$20,000
Smith Robertson Museum and Cultural Center
528 Bloom StreetJacksonMS39209NONEGOVGENERAL SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$700,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$424,882ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$257,953ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$682,835ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$682,835TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,766Amt
Net Investment Income$4,383NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,383DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMFO BLACKROCK FDS HIGH YIELD BBondNm
EOY Book Value$1,916,994EOYBookValueAmt
EOYFMV$1,885,412EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFO ADVISORS INNER CIRCLE FD L$744,648$1,204,421
MFO DEUTSCHE REAL ESTATE SEC$1,131,571$1,373,067

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$7,931,764USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$8,272,944USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$75$0$0$75
BANK FEES$450$0$0$450

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR ACCRUED INCOMEDesc
Amt$1,392Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$5,655Amt
Net Investment Income$5,655NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON NET INVESTMENT ICategoryTxt
Amt$11,480Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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