PATRICIA AND RODES HART FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PATRICIA AND RODES HART FOUNDATION (EIN 62-1355032)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201641349349101144
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T10:43:28-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620788068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURYEAR HAMILTON HAUSMAN & WOOD PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CORPORATE CENTRE DRIVE SUITE | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37067 | 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 | 621355032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA AND RODES HART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 6153705801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 HILLSBORO ROAD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H RODES HART | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6152594222 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD WOOD | PreparerPersonNm |
| PTIN | P00082166 | PTIN |
| Phone | 6157713600 | PhoneNum |
| Preparation | 2016-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $501,968 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,061,239 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $834 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $834 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,808 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,808 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$65,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,122,795 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,000,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,642 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,775 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,091 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $337 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $287 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,378 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,324,255 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,324,255 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,332,458 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,378 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,324,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,332,069 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,226,004 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $400,777 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $400,777 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,614,258 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $107,416 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,191 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,840,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $508,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $501,968 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,840,262 | RetainedEarningBOYAmt |
| Retained Earning EOY | $508,193 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,840,262 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $508,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,840,262 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $508,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,840,262 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,332,069 | ExcessRevenueOverExpensesAmt |
| Subtotal | $508,193 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $508,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED DETAIL | P | $180,320 | $194,314 | -$13,994 | -$13,994 | ||
| SEE ATTACHED DETAIL | P | $1,368,881 | $1,435,409 | -$66,528 | -$66,528 | ||
| 395 SH AETNA INC | P | $41,052 | $41,082 | -$30 | -$30 | 2015-12-04 | 2015-12-07 |
| 1,050 SH APPLE INC | P | $125,252 | $123,039 | $2,213 | $2,213 | 2015-12-04 | 2015-12-07 |
| 835 SH CVS HEALTH CORP | P | $80,230 | $78,845 | $1,385 | $1,385 | 2015-12-04 | 2015-12-07 |
| 975 SH CITIGROUP INC | P | $53,283 | $53,064 | $219 | $219 | 2015-12-04 | 2015-12-07 |
| 3,362 SH KDDI CORP | P | $40,610 | $41,571 | -$961 | -$961 | 2015-12-04 | 2015-12-07 |
| 1,670 SH PANDORA A/S | P | $51,549 | $51,937 | -$388 | -$388 | 2015-12-04 | 2015-12-07 |
| 365 SH TEHRMO FISHER SCIENTIFIC | P | $49,415 | $49,372 | $43 | $43 | 2015-12-04 | 2015-12-07 |
| 379 SH ACE LIMITED | P | $44,447 | $43,960 | $487 | $487 | 2015-12-04 | 2015-12-07 |
| 520 SH AVAGO TECHONOLOGIES | P | $76,882 | $75,694 | $1,188 | $1,188 | 2015-12-04 | 2015-12-07 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$65,492 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,838 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,842,858 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,668,012 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.775041 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,757,370 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,400,637 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.254693 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,326,997 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $868,737 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.678598 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,647,970 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $123,181 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 13.378443 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,251,627 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $103,094 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 21.840524 | DistributionYr5Rt |
| Total Distribution | 39.927299 | TotalDistributionRt |
| Average Distribution | 7.985460 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,944,249 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,525,723 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,525,723 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,324,255 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $2,656 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,656 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,656 | OverpaymentAmt |
| Applied To ES Tax | $2,656 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | H RODES HART | IndividualWithBooksNm |
| Phone | 6153705801 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 HILLSBORO ROAD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA I HART | ||||||||
| 3001 HILLSBORO ROAD | BRENTWOOD | TN | 37027 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| H RODES HART | ||||||||
| 3001 HILLSBORO ROAD | BRENTWOOD | TN | 37027 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $513,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,460,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,973,857 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,973,857 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,944,249 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,212 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $97,212 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $97,212 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $97,212 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,324,255 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,324,255 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,324,255 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,212 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,246,476 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,641,815 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,263,587 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,687,375 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,662,113 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,501,366 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,324,255 | QualifyingDistributionsAmt |
| Applied To Current Year | $97,212 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,227,043 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,728,409 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,246,476 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,481,933 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,641,815 | ExcessFromYear4Amt |
| Excess From Year3 | $2,263,587 | ExcessFromYear3Amt |
| Excess From Year2 | $1,687,375 | ExcessFromYear2Amt |
| Excess From Year1 | $2,662,113 | ExcessFromYear1Amt |
| Excess From Current Year | $3,227,043 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RODES PATRICIA HART | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALIVE HOSPICE | ||||||||
| 1718 PATTERSON STREET | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $1,500 | |
| AMERICAN FRIENDS OF THE PRESERVATIO | ||||||||
| PO BOX 814 | DOVER | MA | 02030 | NONE | PUB. CHARITY | DONATION | $25,000 | |
| AMERICAN RED CROSS | ||||||||
| 2201 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $2,500 | |
| ASPCA | ||||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | NONE | PUB. CHARITY | DONATION | $500 | |
| ASPEN MUSIC FESTIVAL SC | ||||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | PUB. CHARITY | DONATION | $10,000 | |
| AUGSBURG COLLEGE | ||||||||
| 2211 RIVERSIDE AVENUE | MINNEAPOLIS | MN | 55454 | NONE | PUB. CHARITY | DONATION | $25,000 | |
| BRIDGES | ||||||||
| PO BOX 1592 | FRANKLIN | TN | 37065 | NONE | PUB. CHARITY | DONATION | $5,000 | |
| CASA | ||||||||
| 100 WEST HARRISON STREET | SEATTLE | WA | 98119 | NONE | PUB. CHARITY | DONATION | $25,000 | NORTH TOWER SUITE 500 |
| CHEEKWOOD | ||||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | NONE | PUB. CHARITY | DONATION | $3,500 | |
| COUNCIL ON AGING | ||||||||
| 95 WHITE BRIDGE ROAD | NASHVILLE | TN | 37205 | NONE | PUB. CHARITY | DONATION | $500 | SUITE 114 |
| CURREY INGRAM FUND | ||||||||
| 6544 MURRAY LANE | BRENTWOOD | TN | 37027 | NONE | PUB. CHARITY | DONATION | $1,100 | |
| DAYSTAR MINISTRIES | ||||||||
| 2801 AZALEA PLACE | NASHVILLE | TN | 37204 | NONE | PUB. CHARITY | DONATION | $51,000 | |
| DISCOVERY PLACE INC | ||||||||
| 1635 SPENCER MILL ROAD | BURNS | TN | 37029 | NONE | PUB. CHARITY | DONATION | $25,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE 2ND FL | NEW YORK | NY | 10001 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| FIFTY FORWARD | ||||||||
| 174 RAINS AVENUE | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $266,500 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 4815 FRANKLIN ROAD | NASHVILLE | TN | 37220 | NONE | PUB. CHARITY | DONATION | $26,000 | |
| FRATERNAL ORDER OF POLICE | ||||||||
| 440 WELSHWOOD DRIVE | NASHVILLE | TN | 37211 | NONE | PUB. CHARITY | DONATION | $400 | |
| FRIENDS OF WARNER PARKS | ||||||||
| 50 VAUGHN ROAD | NASHVILLE | TN | 37221 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| HARPETH RIVER WATERSHED ASSOCIATION | ||||||||
| 215 JAMESTOWN PARK ROAD | BRENTWOOD | TN | 37027 | NONE | PUB. CHARITY | DONATION | $5,000 | |
| MARCH OF DIMES | ||||||||
| 1101 KERMIT DR SUITE 201 | NASHVILLE | TN | 37214 | NONE | PUB. CHARITY | DONATION | $750 | |
| MENDING HEARTS | ||||||||
| PO BOX 280236 | NASHVILLE | TN | 37228 | NONE | PUB. CHARITY | DONATION | $10,000 | |
| METROPOLITAN MUSEUM | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PUB. CHARITY | DONATION | $403,750 | |
| MY FRIEND'S HOUSE | ||||||||
| 626 EASTVIEW CIRCLE | FRANKLIN | TN | 37064 | NONE | PUB. CHARITY | DONATION | $5,000 | |
| NASHVILLE FIREFIGHTERS ASSOC | ||||||||
| 100 ARLINGTON AVENUE | NASHVILLE | TN | 37210 | NONE | PUB. CHARITY | DONATION | $30 | |
| NASHVILLE HUMANE SOCIETY | ||||||||
| 213 OCEOLA AVENUE | NASHVILLE | TN | 37209 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| NASHVILLE OPERA | ||||||||
| 3622 REDMON STREET | NASHVILLE | TN | 37209 | NONE | PUB. CHARITY | DONATION | $50,000 | |
| NASHVILLE PUBLIC TELEVISION | ||||||||
| 161 RAINS AVENUE | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $500 | |
| NASHVILLE SYMPHONY | ||||||||
| 1 SYMPHONY PLACE | NASHVILLE | TN | 37201 | NONE | PUB. CHARITY | DONATION | $20,000 | |
| PHILLIPS EXETER ACADEMY | ||||||||
| 20 MAIN STREET | EXETER | NH | 03833 | NONE | PUB. CHARITY | DONATION | $65,000 | |
| SADDLE UP | ||||||||
| 1549 OLD HILLSBORO ROAD | FRANKLIN | TN | 37069 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PUB. CHARITY | DONATION | $50,000 | |
| SPECIAL OLYMPICS TENNESSEE | ||||||||
| 461 CRAIGHEAD STREET | NASHVILLE | TN | 37204 | NONE | PUB. CHARITY | DONATION | $250 | |
| ST GEORGE'S | ||||||||
| 4715 HARDING ROAD | NASHVILLE | TN | 37205 | NONE | PUB. CHARITY | DONATION | $250 | |
| STARS | ||||||||
| 1704 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $52,150 | |
| TENNESSEE CHAMBER CHORUS | ||||||||
| 5 ACORN LANE NE | CLEVELAND | TN | 37312 | NONE | PUB. CHARITY | DONATION | $5,000 | |
| THE FRIST CENTER | ||||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $12,500 | |
| THE METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUB. CHARITY | DONATION | $32,500 | |
| THE NASHVILLE ZOO | ||||||||
| 3777 NOLENSVILLE ROAD | NASHVILLE | TN | 37211 | NONE | PUB. CHARITY | DONATION | $1,030,000 | |
| THE RETREAT | ||||||||
| 1221 WAYZATA BLVD E | WAYZATA | MN | 55391 | NONE | PUB. CHARITY | DONATION | $12,500 | |
| THE SALVATION ARMY | ||||||||
| 631 DICKERSON PIKE | NASHVILLE | TN | 37207 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| THE SMITHSONIAN | ||||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| TENNESSEE SHERIFF'S ASSOCIATION | ||||||||
| 145 SOUTH COLLEGE STREET | LEBANON | TN | 37087 | NONE | PUB. CHARITY | DONATION | $25 | |
| TENNESSEE SPORTS HALL OF FAME | ||||||||
| 501 BROADWAY | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $500 | |
| UNITED WAY OF WILLIAMSON | ||||||||
| 209 GOTHIC COURT STE 107 | FRANKLIN | TN | 37067 | NONE | PUB. CHARITY | DONATION | $50,050 | |
| VANDERBILT -VARIOUS | ||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PUB. CHARITY | DONATION | $1,017,500 | |
| WO SMITH MUSIC SCHOOL | ||||||||
| 1125 8TH AVENUE SOUTH | NASHVILLE | TN | 37203 | NONE | PUB. CHARITY | DONATION | $25,000 | |
| WALDEN'S PUDDLE | ||||||||
| PO BOX 641 | JOELTON | TN | 37080 | NONE | PUB. CHARITY | DONATION | $500 | |
| YOUTH VILLAGES | ||||||||
| 3310 PERIMETER HILL DRIVE | NASHVILLE | TN | 37211 | NONE | PUB. CHARITY | DONATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,324,255 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $834 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,808 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$65,492 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$60,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$60,850 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RODES PATRICIA HART | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 HILLSBORO ROAD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,061,239 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 395 SH AETNA INC | $41,082 | 2015-12-04 |
| 1 | 520 SH AVAGO TECHNOLOGIES | $75,694 | 2015-12-04 |
| 1 | 1,050 SH APPLE INC | $123,039 | 2015-12-04 |
| 1 | 1,670 SH PANDORA A/S ADR | $51,937 | 2015-12-04 |
| 1 | 975 SH CITIGROUP INC | $53,064 | 2015-12-04 |
| 1 | 379 SH ACE LIMITED | $43,960 | 2015-12-04 |
| 1 | 835 SH CVS HEALTH CORP | $78,845 | 2015-12-04 |
| 1 | 365 SH THERMO FISHER SCIENTIFIC | $49,372 | 2015-12-04 |
| 1 | 3,362 SH KDDI CORP ADR | $41,571 | 2015-12-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,775 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 26,772.346 SHS OW FIXED INCOME FUND | AT COST | ||
| 18,491.069 SHS OW LARGE CAP CORE FD | AT COST | ||
| 37,912.259 SHS OW LARGE CAP STRATEGI | AT COST | ||
| 14,710.149 SHS OW SMALL & MID CAP | AT COST | ||
| 28,732.960 SHS OW STRATEGIC OPPTYS | AT COST | ||
| 4,859.611 SHS OW REAL RETURN FUND | AT COST | ||
| 1,150.214 SHS OW FIXED INCOME FUND | AT COST | $12,927 | $12,778 |
| 1,459.486 SHS OW LARGE CAP CORE FD | AT COST | $22,081 | $19,338 |
| 2,788.238 SHS OW LARGE CAP STRATEGIE | AT COST | $35,211 | $34,769 |
| 977.318 SHS OW SMALL & MID CAP FUND | AT COST | $16,639 | $14,542 |
| 2,726.179 SHS OW STRATEGIC OPPTYS FU | AT COST | $20,558 | $19,764 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $287 | $287 |
| WIRE FEES | $50 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RODES PATRICIA HART | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 HILLSBORO ROAD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $5,091 | Amt |
| Net Investment Income | $5,091 | NetInvestmentIncomeAmt |