MARTHA W BANKER CHARITABLE TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARTHA W BANKER CHARITABLE TRUST (EIN 62-6288471)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-02
- IRS object ID
- 201642159349100719
- 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 Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-02T14:35:39-05:00 | 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 | 626288471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA W BANKER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 6156651142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 CHANCERY LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J BARRY BANKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6156651142 | PhoneNum |
| Signature | 2016-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FELICIA WATTS | PreparerPersonNm |
| PTIN | P00742313 | PTIN |
| Phone | 6153774600 | PhoneNum |
| Preparation | 2016-08-01 | 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 | $445,232 | 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 |
| Dividends Rev And Expnss | $10,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,542 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,223 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,542 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,311 | 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 | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,606 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$39 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$39 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,662 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,662 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,649 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,895 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,316 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $236,626 | CorporateStockBOYAmt |
| Corporate Stock EOY | $230,141 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $408,916 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $270,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $266,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $445,232 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $300,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $300,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$29,479 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$33,543 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $270,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $266,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $270,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $266,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $270,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $266,457 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $266,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB #4883 - PUBLICLY TRADED SECURITIES | P | $51,217 | $34,681 | $16,536 | $16,536 |
| CAPITAL GAINS DIVIDENDS | P | $6 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,542 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $494,787 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040927 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,822 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $432,213 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064371 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,480 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $336,356 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054942 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,513 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $306,835 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066854 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $308,947 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066354 | DistributionYr5Rt |
| Total Distribution | 0.293448 | TotalDistributionRt |
| Average Distribution | 0.058690 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $468,378 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $246 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,735 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $493 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $493 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $493 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $250 | AppliedToEsTaxAmt |
| Total Payments And Credits | $810 | TotalPaymentsAndCreditsAmt |
| Overpayment | $317 | OverpaymentAmt |
| Applied To ES Tax | $317 | 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 |
| Individual With Books | J BARRY BANKER | IndividualWithBooksNm |
| Phone | 6156651142 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 CHANCERY LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372154523 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J BARRY BANKER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 CHANCERY LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $470,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $475,511 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $475,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $468,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $493 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $493 | TotalTaxAmt |
| Distributable Before Adj | $22,926 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,926 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,926 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,076 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,331 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,003 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,916 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $19,326 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,926 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,674 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,000 | 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 | $5,076 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,924 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,331 | ExcessFromYear4Amt |
| Excess From Year3 | $2,003 | ExcessFromYear3Amt |
| Excess From Year2 | $6,916 | ExcessFromYear2Amt |
| Excess From Current Year | $4,674 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J BARRY BANKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HOPE THROUGH HEALING HANDS | ||||||||
| 2908 POSTON AVE | NASHVILLE | TN | 37203 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $7,000 | |
| ROADSAFE | ||||||||
| 104 ARMSTRONG CT | LA VERGNE | TN | 37086 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $1,500 | |
| FAMILY & CHILDREN'S SERVICE | ||||||||
| 201 23RD AVENUE NORTH | NASHVILLE | TN | 37203 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $11,000 | |
| MEDAL OF HONOR FOUNDATION | ||||||||
| 1501 LEE HIGHWAY SUITE 300 | ARRINGTON | VA | 22209 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $1,000 | |
| CONRAD CALDWELL HOUSE MUSEUM | ||||||||
| 1402 ST JAMES COURT | LOUISVILLE | KY | 40208 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $1,000 | |
| MONTGOMERY BELL ACADEMY | ||||||||
| 4001 HARDING ROAD | NASHVILLE | TN | 37205 | NONE | SCHOOL | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $2,000 | |
| FAITH FAMILY MEDICAL CENTER | ||||||||
| 326 21ST AVENUE NORTH | NASHVILLE | TN | 37203 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $1,000 | |
| CHALLENGE ASPEN | ||||||||
| PO BOX 6639 | SNOWMASS VILLAGE | CO | 81615 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $500 | |
| TRINITY FORUM | ||||||||
| 2011 PENNYSLVANIA AVENUE NORTHWEST | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $250 | SUITE 250 |
| HARPETH HALL | ||||||||
| 3801 HOBBS ROAD | NASHVILLE | TN | 37215 | NONE | SCHOOL | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,769 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,542 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,311 | 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 | $1,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB #4883 - PUBLIC EQUITY | $193,436 | $348,607 |
| CHARLES SCHWAB #4883 - PUBLIC EQUITY | $7,331 | $7,648 |
| CHARLES SCHWAB #9403 - PUBLIC EQUITY | $29,374 | $52,661 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $3 | $3 | $0 |
| MISCELLANEOUS EXPENSES | -$114 | -$114 | $0 |
| BANK FEES | $72 | $72 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST & INVESTMENT FEES | CategoryTxt |
| Amt | $2,606 | Amt |
| Net Investment Income | $2,606 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES CHARLES SCHWAB | $95 | $95 | $0 |
| 990 TAX - 2014 | $553 | $0 | $0 |
| 990 ESTIMATED TAX - 2015 | $560 | $0 | $0 |
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