EDITH CARELL JOHNSON FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EDITH CARELL JOHNSON FOUNDATION (EIN 62-6314839)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201611339349102301
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T14:06:24-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621199757 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LBMC PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1869 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370241869 | 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 | 626314839 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDITH CARELL JOHNSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDIT | BusinessNameControlTxt |
| Phone | 6157809318 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4407 IROQUOIS | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDITH CARELL JOHNSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6157809318 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA B COTHRAN | PreparerPersonNm |
| PTIN | P00368963 | PTIN |
| Phone | 6153774600 | PhoneNum |
| Preparation | 2016-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,549,842 | 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 | $682 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $682 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,942 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$696 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $998,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,928 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,624 | 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 |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,931 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,177 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,477 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,431 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,477 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $442,835 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $466,952 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $466,952 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $996,658 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,330,185 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,320,002 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $968,966 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $428,615 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $420,163 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $212,674 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $363,878 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $342,725 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,621,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,589,630 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,549,842 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,621,133 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,589,630 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,621,133 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,589,630 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,621,133 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,589,630 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,621,133 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,589,630 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,589,630 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS #724-6 - PUBLICLY TRADED SECURITIES | P | $10,173 | $10,379 | -$206 | -$206 |
| GOLDMAN SACHS #724-6 - PUBLICLY TRADED SECURITIES | P | $23,059 | $30,000 | -$6,941 | -$6,941 |
| GOLDMAN SACHS #724-6 - PUBLICLY TRADED SECURITIES | P | $675,400 | $701,680 | -$26,280 | -$26,280 |
| GOLDMAN SACHS #724-6 - PUBLICLY TRADED SECURITIES | P | $123,546 | $120,000 | $3,546 | $3,546 |
| GOLDMAN SACHS #842-6 - PUBLICLY TRADED SECURITIES | P | $75 | $75 | $75 | |
| GOLDMAN SACHS #842-6 - PUBLICLY TRADED SECURITIES | P | $23,877 | $20,011 | $3,866 | $3,866 |
| GOLDMAN SACHS #842-6 - PUBLICLY TRADED SECURITIES | P | $180 | $180 | $180 | |
| GOLDMAN SACHS #843-4 - PUBLICLY TRADED SECURITIES | P | $18,439 | $22,164 | -$3,725 | -$3,725 |
| GOLDMAN SACHS #843-4 - PUBLICLY TRADED SECURITIES | P | $65,377 | $51,350 | $14,027 | $14,027 |
| GOLDMAN SACHS #843-4 - PUBLICLY TRADED SECURITIES | P | $3,663 | $3,132 | $531 | $531 |
| GOLDMAN SACHS #844-2 - PUBLICLY TRADED SECURITIES | P | $13,884 | $9,979 | $3,905 | $3,905 |
| GOLDMAN SACHS #844-2 - PUBLICLY TRADED SECURITIES | P | $34,024 | $30,386 | $3,638 | $3,638 |
| CAPITAL GAINS DIVIDENDS | P | $6,688 | $6,688 | $6,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$696 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $316,771 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,720,538 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.116437 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $297,619 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,983,292 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099762 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $381,074 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,225,378 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.118149 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $706,671 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,716,251 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.190157 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $314,612 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,322,982 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072777 | DistributionYr5Rt |
| Total Distribution | 0.597282 | TotalDistributionRt |
| Average Distribution | 0.119456 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,610,004 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $311,781 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $331 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $312,112 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $663 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $663 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $663 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $520 | TotalPaymentsAndCreditsAmt |
| Tax Due | $143 | TaxDueAmt |
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 | Yes (1) | 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 | LBMC PC | IndividualWithBooksNm |
| Phone | 6153774600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5250 VIRGINIA WAY | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| EDITH CARELL JOHNSON | ||||||||
| 4407 IROQUOIS | NASHVILLE | TN | 37205 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| DAVID B JOHNSON | ||||||||
| 4407 IROQUOIS | NASHVILLE | TN | 37205 | MEMBER OF BOARD | 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 | $2,194,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $455,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,649,750 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,649,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,610,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $663 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $663 | TotalTaxAmt |
| Distributable Before Adj | $129,837 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,837 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,837 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,837 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $105,309 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $518,374 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $220,673 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $148,780 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $181,766 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,174,902 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $66,637 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $66,637 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,108,265 | 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 | $38,672 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,069,593 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $518,374 | ExcessFromYear4Amt |
| Excess From Year3 | $220,673 | ExcessFromYear3Amt |
| Excess From Year2 | $148,780 | ExcessFromYear2Amt |
| Excess From Year1 | $181,766 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDITH CARELL JOHNSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHEEKWOOD | |||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSES | $3,500 |
| FRIST CENTER FOR THE VISUAL ARTS | |||||||
| 919 BROADWAY | NASHVILLE | TN | 372033822 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSES | $10,000 |
| THE AMERICAN RED CROSS | |||||||
| 501 MEMORIAL BLVD | MURFREESBORO | TN | 37129 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSES | $10,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37235 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSES | $36,500 |
| NASHVILLE BALLET | |||||||
| 3630 REDMON STREET | NASHVILLE | TN | 37209 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,000 | 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 | $682 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$696 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,928 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,928 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS #724-6 - FIXED INCOME | BondNm |
| EOY Book Value | $428,615 | EOYBookValueAmt |
| EOYFMV | $420,163 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #724-6 - PUBLIC EQUITY | $751,315 | $711,325 |
| GOLDMAN SACHS #842-6 - PUBLIC EQUITY | $159,164 | $144,181 |
| GOLDMAN SACHS #843-4 - PUBLIC EQUITY | $211,996 | $240,503 |
| GOLDMAN SACHS #844-2 - PUBLIC EQUITY | $207,710 | $223,993 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS #724-6 - ALTERNATIVE | AT COST | $153,878 | $149,259 |
| GOLDMAN SACHS #724-6 - OTHER | AT COST | $210,000 | $193,466 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $10,155 | $10,155 | $0 |
| ADR FEES | $145 | $145 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,177 | $1,177 | $0 |
| TAXES | $754 | $0 | $0 |
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