JOHN AND HEIDI HASSENFELD FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND HEIDI HASSENFELD FAMILY FOUNDATION (EIN 62-1768433)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201641309349101819
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T16:30:33-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620713250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFTCPAS PLLC | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621768433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND HEIDI HASSENFELD | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6153523299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5009 HILL PLACE DRIVE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HASSENFELD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6153523299 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAM BALDRIDGE | PreparerPersonNm |
| PTIN | P00291120 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2016-05-04 | 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 | $169,844 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,952 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,848 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,029 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,878 | 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 | $1,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,090 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,080 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,184 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,184 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,184 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$372 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,708 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,667 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,297 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,297 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,576 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $142,547 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $42,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $169,844 | 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 | $42,245 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,873 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,873 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$372 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $41,873 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,873 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 160 SHS ISIS PHARM INC. | D | 2011-09-07 | 2015-11-10 | $9,774 | $1,160 | $8,614 | $8,614 |
| 435 SHS HEALTHSTREAM INC. | D | 2000-04-11 | 2015-07-09 | $13,055 | $3,915 | $9,140 | $9,140 |
| 130 SHS HOME DEPOT INC. | D | 1991-08-29 | 2015-11-10 | $16,068 | $796 | $15,272 | $15,272 |
| 92 SHS STARZ SERIES A | D | 2008-06-04 | 2015-12-31 | $3,133 | $130 | $3,003 | $3,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,029 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,788 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,334 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.133710 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,570 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,560 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.572751 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,845 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,700 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 4.655195 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $914 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,695 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,022 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.196633 | DistributionYr5Rt |
| Total Distribution | 12.558289 | TotalDistributionRt |
| Average Distribution | 2.511658 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $174,377 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $437,975 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $357 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $438,332 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,184 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $714 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $714 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $714 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $319 | OverpaymentAmt |
| Applied To ES Tax | $319 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFT CPA'S | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6152427351 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD SUITE 200 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN HASSENFELD | ||||||||
| 5009 HILL PLACE DRIVE | NASHVILLE | TN | 37205 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEIDI HASSENFELD | ||||||||
| 5009 HILL PLACE DRIVE | NASHVILLE | TN | 37205 | TRUSTEE | 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 | $161,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $177,032 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $177,032 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $174,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $714 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $714 | TotalTaxAmt |
| Distributable Before Adj | $8,005 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,005 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,005 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,184 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,184 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,184 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,005 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,744 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $36,050 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,486 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,657 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $164,937 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,184 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,179 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $193,116 | 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 | $44,744 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $148,372 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $36,050 | ExcessFromYear3Amt |
| Excess From Year2 | $34,486 | ExcessFromYear2Amt |
| Excess From Year1 | $49,657 | ExcessFromYear1Amt |
| Excess From Current Year | $28,179 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN HASSENFELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NASHVILLE GORDON JEWISH COMMUNITY CENTER | |||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $1,335 |
| THE TEMPLE | |||||||
| 5015 HARDING PIKE | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $1,470 |
| WEST END SYNAGOGUE | |||||||
| 3810 WEST END AVE | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $180 |
| THE TEMPLE OHABAI SHOLOM | |||||||
| 5015 HARDING PIKE | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $125 |
| WEST END SYNAGOGUE | |||||||
| 3810 WEST END AVE | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $100 |
| UNIVERSITY SCHOOL OF NASHVILLE | |||||||
| 2000 EDGEHILL AVENUE | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $5,000 |
| JEWISH FAMILY SERVICES | |||||||
| 801 PERCY WARNER BLVD 103 | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $150 |
| HESKA AMUNA SYNAGOGUE | |||||||
| 3811 KINGSTON PIKE | KNOXVILLE | TN | 37919 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $108 |
| OUR HOUSE | |||||||
| PO BOX 231 | HAVERFORD | PA | 19041 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $108 |
| CHEEKWOOD | |||||||
| 1200 FORREST PARK DR | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $275 |
| CONGENITAL HEART WALK | |||||||
| 3300 HENRY AVE SUITE 112 | PHILADELPHIA | PA | 19129 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $72 |
| THE TEMPLE | |||||||
| 5015 HARDING PIKE | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $130 |
| CHRON'S AND COLITIS FOUNDATION | |||||||
| 116 WILSON PIKE CIR 205 | BRENTWOOD | TN | 37027 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $100 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $72 |
| SECOND HARVEST FOOD BANK | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $100 |
| NASHVILLE GORDON JEWISH COMMUNITY CENTER | |||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $100 |
| JEWISH FAMILY SERVICES | |||||||
| 801 PERCY WARNER BLVD 103 | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $180 |
| AKIVA SCHOOL | |||||||
| 809 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $12,500 |
| THE TEMPLE | |||||||
| 5015 HARDING PIKE | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $70 |
| THE FRIST | |||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $125 |
| CONGREGATION B'NAI JACOB | |||||||
| 75 RIMMON ROAD | WOODBRIDGE | CT | 06525 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $540 |
| CONGREGATION ACHDUTH VESHOLOM | |||||||
| 5200 OLD MILL ROAD | FORT WAYNE | IN | 46807 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $180 |
| USN ARTCLECTIC | |||||||
| 2000 EDGEHILL AVENUE | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $200 |
| NCJW | |||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $250 |
| CURRY INGRAM ACADEMY | |||||||
| 6544 MURRAY LANE | BRENTWOOD | TN | 37027 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $99 |
| WEST END SYNAGOGUE | |||||||
| 3810 WEST END AVE | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $9,295 |
| VANDERBILT HILLEL | |||||||
| 2421 VANDERBILT PL | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $1,000 |
| BOULEVARD BOLT | |||||||
| 222 BELLE MEADE BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $420 |
| DOLPHIN AQUATICS NASHVILLE | |||||||
| 95 WHITE BRIDGE ROAD SUITE 221 | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $100 |
| NASHVILLE RESCUE MISSION | |||||||
| 639 LAFAYETTE STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $100 |
| LEGAL AID SOCIETY | |||||||
| 300 DEADERICK STREET | NASHVILLE | TN | 37201 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $100 |
| HOMEWORK HOTLINE | |||||||
| 4805 PARK AVE | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $100 |
| SPECIAL OLYMPICS | |||||||
| 461 CRAIGHEAD STREET | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $90 |
| SECOND HARVEST FOOD BANK | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $100 |
| SISTERHOOD TORAH FUND | |||||||
| 3810 WEST END AVE | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $50 |
| NASHVILLE GORDON JEWISH COMMUNITY CENTER | |||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $500 |
| NASHVILLE OIC | |||||||
| 1819 CHARLOTTE AVE | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $100 |
| GILDA'S CLUB NASHVILLE | |||||||
| 1707 DIVISION STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $360 |
| NATURE CONSERVANCY | |||||||
| 210 25TH AVE N 810 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $50 |
| ADULT CONGENITAL HEART ASSOCIATION | |||||||
| 3300 HENRY AVE SUITE 112 | PHILADELPHIA | PA | 19129 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $100 |
| OPEN DOORS OF ASHEVILLE | |||||||
| PO BOX 8726 | ASHEVILLE | NC | 28814 | NONE | PUBLIC | TO FURTHER THE EXEMPT PURPOSES OF THE FOUNDATION | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,184 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,952 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,029 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,982 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,982 | 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 | KRAFT CPAS | CategoryTxt |
| Amt | $1,090 | Amt |
| Net Investment Income | $1,090 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO STOCK | $5,970 | $95,475 |
| MORGAN STANLEY STOCK | $8,606 | $47,072 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $2,080 | Amt |
| Net Investment Income | $2,080 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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