WEST FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WEST FAMILY FOUNDATION (EIN 20-0901141)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349100543
- 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
- Form 990-PF
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T15:46:05-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205556145 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAZEE IVY DAVIS PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 POPLAR AVE STE 1400 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 381371499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200901141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 9012899383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6165 CHARTWELL LN | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLE WEST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9012899383 | PhoneNum |
| Signature | 2016-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JERRY J DAVIS CPA | PreparerPersonNm |
| PTIN | P00700147 | PTIN |
| Phone | 9016851040 | PhoneNum |
| Preparation | 2016-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,949,844 | 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 | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,210 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,210 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,717 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,136 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,370 | 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 |
| Taxes Rev And Expnss | $950 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $950 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,450 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,450 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,580 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,989 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $597,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $590,332 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $685,396 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,207,504 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,161,231 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,170,459 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,887,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,845,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,949,844 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,565,396 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,565,396 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$678,264 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$719,844 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,887,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,845,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,887,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,845,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,887,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,580 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,845,552 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,845,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COGNIZANT TECHNOLOGY (SHARES 30) | P | 2014-08-07 | 2015-02-03 | $1,628 | $1,329 | $299 | $299 |
| NATIONAL OILWELL (SHARES 140) | P | 2015-03-09 | 2015-12-31 | $4,660 | $7,279 | -$2,619 | -$2,619 |
| ALAPHABET INCORPORATED (SHARES 4) | P | 2011-09-15 | 2015-11-20 | $2,990 | $1,082 | $1,908 | $1,908 |
| COACH (SHARES 245) | P | 2012-08-01 | 2015-10-27 | $7,702 | $13,340 | -$5,638 | -$5,638 |
| COACH (SHARES 450) | P | 2014-06-13 | 2015-12-31 | $14,659 | $18,292 | -$3,633 | -$3,633 |
| COGNIZANT TECHNOLOGY (SHARES 136) | P | 2011-09-21 | 2015-02-03 | $7,381 | $4,346 | $3,035 | $3,035 |
| CUMMINS INCORPORATED (SHARES 106) | P | 2012-07-13 | 2015-11-18 | $10,411 | $9,684 | $727 | $727 |
| E M C CORPORATION (SHARES 571) | P | 2013-04-11 | 2015-08-31 | $14,189 | $12,607 | $1,582 | $1,582 |
| GOOGLE INCORPORATED CLASS C (SHARES 0.052) | P | 2011-09-15 | 2015-05-06 | $29 | $14 | $15 | $15 |
| NATIONAL OILWELL (SHARES 355) | P | 2014-12-11 | 2015-12-31 | $11,817 | $20,326 | -$8,509 | -$8,509 |
| NOW INCORPORATED (SHARES 37) | P | 2012-06-26 | 2015-10-30 | $615 | $800 | -$185 | -$185 |
| STERICYCLE (SHARES 102) | P | 2014-01-13 | 2015-02-11 | $13,429 | $11,621 | $1,808 | $1,808 |
| VARIAN MED (SHARES 121) | P | 2012-04-26 | 2015-02-11 | $11,177 | $6,658 | $4,519 | $4,519 |
| VARIAN MED (SHARES 154) | P | 2011-09-21 | 2015-10-19 | $12,068 | $8,014 | $4,054 | $4,054 |
| PERRIGO COMPANY (SHARES 46) | P | 2013-12-19 | 2015-06-11 | $8,684 | $7,146 | $1,538 | $1,538 |
| BROOKFIELD (SHARES 0.5) | P | 2008-05-08 | 2015-06-01 | $18 | $12 | $6 | $6 |
| TALISMAN (SHARES 90) | P | 2008-05-08 | 2015-03-05 | $698 | $1,561 | -$863 | -$863 |
| TRICAN WELL (SHARES 15) | P | 2006-09-18 | 2015-10-02 | $9 | $274 | -$265 | -$265 |
| PARAGON (SHARES 101) | P | 2008-05-08 | 2015-09-17 | $43 | $1,592 | -$1,549 | -$1,549 |
| WASATCH (SHARES 163.073) | P | 2015-01-01 | 2015-12-01 | $2,171 | $2,462 | -$291 | -$291 |
| IVY ASSET (SHARES 1720.923) | P | 2012-02-24 | 2015-12-01 | $42,111 | $45,000 | -$2,889 | -$2,889 |
| WASATCH (SHARES 3025.684) | P | 2012-02-15 | 2015-12-01 | $40,272 | $41,142 | -$870 | -$870 |
| CAPITAL GAINS DIVIDENDS | P | $41,956 | $41,956 | $41,956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,136 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $106,315 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,201,411 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048294 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,876 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,050,754 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044801 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $77,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,875,157 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041330 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,617 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,576,546 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054307 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $88,845 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,881,107 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047230 | DistributionYr5Rt |
| Total Distribution | 0.235962 | TotalDistributionRt |
| Average Distribution | 0.047192 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,106,165 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $99,394 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $679 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $100,073 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $679 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $679 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $679 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $805 | OverpaymentAmt |
| Applied To ES Tax | $805 | 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 | 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 |
| Individual With Books | CAROLE WILSON WEST | IndividualWithBooksNm |
| Phone | 9012899383 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6165 CHARTWELL LANE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38120 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| LEE WEST MORRIS | ||||||||
| 4354 WALNUT GROVE ROAD | MEMPHIS | TN | 38117 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARGARET HOATH WEST | ||||||||
| 6165 CHARTWELL LANE | MEMPHIS | TN | 38120 | SECRETARY | 0.00 | $0 | $0 | $0 |
| CAROLE WILSON WEST | ||||||||
| 6165 CHARTWELL LANE | MEMPHIS | TN | 38120 | TREASURER | 0.00 | $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 | $2,059,648 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,138,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,138,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,106,165 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $679 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $679 | TotalTaxAmt |
| Distributable Before Adj | $104,629 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,629 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,629 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $679 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,821 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,629 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $101,169 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $101,169 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,331 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $96,298 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ORPHEUM | |||||||
| 203 S MAIN STREET | MEMPHIS | TN | 38103 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $25,000 |
| SHELBY COUNTY LAW ENFORCEMENT FOUNDATION | |||||||
| 530 OAK COURT DRIVE SUITE 365 | MEMPHIS | TN | 38117 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $25,000 |
| UT WEST INSTITUTE | |||||||
| 7945 WOLF RIVER BLVD | GERMANTOWN | TN | 38138 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $52,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,000 | 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 | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,210 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,136 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $76,370 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,370 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE ORGANIZATION IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY A PORTION OF THE UNDISTRIBUTED INCOME REMAINING AFTER THE ALLOCATION TO 2009 TO THE 2008 UNDISTRIBUTED INCOME. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $590,332 | EOYBookValueAmt |
| EOYFMV | $685,396 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,161,231 | BookValueAmt |
| EOYFMV | $1,170,459 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $15,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WITHHELD FOREIGN TAXES | CategoryTxt |
| Amt | $950 | Amt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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