DAN AND MARGARET MADDOX CHARITABLE FUND: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DAN AND MARGARET MADDOX CHARITABLE FUND (EIN 23-7017790)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-03
- IRS object ID
- 201533079349100008
- Schema version
- 2014v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-03T10:12:31-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621073578 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRASIER DEAN & HOWARD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 WEST END AVE STE 550 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237017790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAN AND MARGARET MADDOX CHARITABLE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANA | BusinessNameControlTxt |
| Phone | 6153851006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TAYLOR STREET NO A-20 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY K FRISKICS-WARREN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6153851006 | PhoneNum |
| Signature | 2015-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN T DOLAN | PreparerPersonNm |
| PTIN | P00666397 | PTIN |
| Phone | 6153836592 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,932,323 | 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 | $237,481 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $237,481 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $524,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $524,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,385,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,035,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,385,863 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $460,101 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $494,667 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,607,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,642,411 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,667 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $115,317 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $24,248 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,610 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,420 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,275 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,590 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,382 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $381 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,135 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,365 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,358 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,554 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $428,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $402,295 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,557 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $699,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $424,885 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $194,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,516,420 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,516,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,215,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $424,885 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,710,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $392,352 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,217,526 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $491,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,068,966 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,068,966 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,436,079 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,822,678 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,479,919 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,831,822 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,099,838 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,105,546 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $33,932,076 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,240,256 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,277,543 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,142 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $793 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $730 | LandBOYAmt |
| Land EOY | $349 | LandEOYAmt |
| Land EOYFMV | $349 | LandEOYFMVAmt |
| Total Assets BOY | $42,692,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,232,087 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,932,323 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $42,692,061 | CapitalStockBOYAmt |
| Capital Stock EOY | $43,232,087 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,692,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,232,087 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,692,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,232,087 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,692,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $392,352 | ExcessRevenueOverExpensesAmt |
| Other Increases | $163,391 | OtherIncreasesAmt |
| Subtotal | $43,247,804 | SubtotalAmt |
| Other Decreases | $15,717 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,232,087 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2865 SH JPMORGAN CHASE & CO ALERIAN MLP | P | 2013-11-27 | 2014-09-29 | $151,027 | $130,618 | $20,409 | $20,409 |
| 212.168 SH NATIXIS GATEWAY FUND | P | 2014-08-25 | $6,306 | $6,038 | $268 | $268 | |
| 9290.709 SH RIVERPARK ST HIGH YIELD FUND | P | 2014-08-28 | $93,000 | $92,910 | $90 | $90 | |
| 8132.53 SH TORTOISE MLP & PIPELINE FUND | P | 2014-09-30 | 2014-12-30 | $135,000 | $153,405 | -$18,405 | -$18,405 |
| 2541.106 SH FPA CRESCENT PORTFOLIO FUND | P | 2014-05-06 | $85,000 | $71,345 | $13,655 | $13,655 | |
| 7753.623 SH FPA CRESCENT PORTFOLIO FUND | P | 2014-08-25 | $267,500 | $215,396 | $52,104 | $52,104 | |
| 7000 SH JPMORGAN CHAS & CO ALERIAN | P | 2014-05-01 | $340,725 | $276,588 | $64,137 | $64,137 | |
| 22,060 SH JPMORGAN CHASE & CO ALERIAN | P | 2014-09-29 | $1,162,880 | $815,355 | $347,525 | $347,525 | |
| 2069.679 SH NATIXIS GATEWAY FUND | P | 2014-05-06 | $60,000 | $56,650 | $3,350 | $3,350 | |
| 22,846.784 SH NATIXIS GATEWAY FUND | P | 2014-08-25 | $679,006 | $609,726 | $69,280 | $69,280 | |
| 7612.179 SH PIMCO ALL ASSET FUND | P | 2014-05-06 | $95,000 | $96,513 | -$1,513 | -$1,513 | |
| 59,859.154 SH PIMCO ALL ASSET FUND | P | 2014-08-25 | $765,000 | $723,273 | $41,727 | $41,727 | |
| 24,322.969 SH RIVERPARK ST HIGH YIELD FUND | P | 2013-09-27 | 2014-10-30 | $242,500 | $243,230 | -$730 | -$730 |
| 10,916 SH UBS AG JERSEY BRH E TRACS | P | 2013-07-26 | 2014-09-29 | $494,009 | $428,521 | $65,488 | $65,488 |
| 4663 SH UBS AG JERSEY BRH E TRACS | P | 2014-12-30 | $191,528 | $183,705 | $7,823 | $7,823 | |
| 19,876 VANGUARD FTSE EMERGING MKTS | P | 2014-04-01 | $812,622 | $878,684 | -$66,062 | -$66,062 | |
| 64,605.088 SH VANGUARD TOTAL BD MKT | P | 2014-05-06 | $696,443 | $716,985 | -$20,542 | -$20,542 | |
| 7240.852 SH WHITEBOX TACTICAL OPP FUND | P | 2013-01-02 | 2014-05-06 | $95,000 | $83,125 | $11,875 | $11,875 |
| 19,505.494 WHITEBOX TACTICAL OPP FUND | P | 2013-01-02 | 2014-08-25 | $248,500 | $223,923 | $24,577 | $24,577 |
| 66.524 SH SMALL/MID CAP US EQUITY FUND | P | 2014-09-30 | $3,095 | $3,648 | -$553 | -$553 | |
| 7567.885 SH CORE FIXED INCOME FUND | P | 2013-04-30 | 2014-08-29 | $73,500 | $75,908 | -$2,408 | -$2,408 |
| 19,718.695 SH CORE FIXED INCOME FUND | P | 2013-04-30 | 2014-10-31 | $191,000 | $197,750 | -$6,750 | -$6,750 |
| 54,108.551 SH DTC CREDIT OPPORTUNITY FUND | P | 2014-04-30 | $800,000 | $775,241 | $24,759 | $24,759 | |
| 39,987.691 SH DTC CREDIT OPPORTUNITY FUND | P | 2014-08-29 | $600,000 | $581,070 | $18,930 | $18,930 | |
| 20,261.221 SH DTC CREDIT OPPORTUNITY FUND | P | 2014-10-31 | $300,000 | $296,568 | $3,432 | $3,432 | |
| 13,532.999 DTC CREDIT OPPORTUNITY FUND | P | 2014-11-28 | $200,000 | $198,846 | $1,154 | $1,154 | |
| 51,479.866 SH DTC CREDIT OPPORTUNITY FUND | P | 2014-12-31 | $750,000 | $761,137 | -$11,137 | -$11,137 | |
| 61,153.217 SH DTC EQUITY OPPORTUNITY FUND | P | 2014-04-30 | $815,000 | $751,320 | $63,680 | $63,680 | |
| 19,842.103 SH SHORT DURATION FIXED INCOME FUND | P | 2013-04-30 | 2014-08-29 | $130,000 | $131,868 | -$1,868 | -$1,868 |
| 56,969.098 SHORT DURATION FIXED INCOME FUND | P | 2013-04-30 | 2014-10-31 | $372,000 | $378,104 | -$6,104 | -$6,104 |
| 35,181.281 SH SHORT DURATION FIXED INCOME FUND | P | 2013-04-30 | 2014-11-28 | $229,500 | $233,528 | -$4,028 | -$4,028 |
| 5125.616 SH SMALL/MID CAP US EQUITY FUND | P | 2014-04-30 | $240,000 | $224,402 | $15,598 | $15,598 | |
| 22,617.617 SH SMALL/MID CAP US EQUITY FUND | P | 2014-09-30 | $1,052,382 | $1,022,806 | $29,576 | $29,576 | |
| 4086.934 VANGUARD TOTAL BD MKT FUND | P | 2011-08-01 | 2014-05-06 | $44,057 | $44,384 | -$327 | -$327 |
| 20,680.147 SH VANGUARD TOTAL BD MKT FUND | P | 2011-08-01 | 2014-08-28 | $225,000 | $224,586 | $414 | $414 |
| 38,638.454 SH VANGUARD TOTAL BD MKT FUND | P | 2011-08-01 | 2014-10-30 | $420,000 | $419,614 | $386 | $386 |
| 22,956.841 SH VANGUARD TOTAL BD MKT FUND | P | 2011-08-01 | 2014-11-26 | $250,000 | $249,311 | $689 | $689 |
| FROM K-1: INTERNATIONAL EQUITY CTF | P | $2,261 | -$2,261 | -$2,261 | |||
| FROM K-1: INTERNATIONAL EQUITY CTF | P | $227,490 | $227,490 | $227,490 | |||
| FROM K-1: DTC PRIVATE EQUITY IV, LP | P | $8,266 | $8,266 | $8,266 | |||
| FROM K-1: DTC PRIVATE EQUITY IV, LP | P | $21,658 | $21,658 | $21,658 | |||
| FROM K-1: DTC EQUITY OPPORTUNITY CTF | P | $22,792 | -$22,792 | -$22,792 | |||
| FROM K-1: DTC EQUITY OPPORTUNITY CTF | P | $199,015 | $199,015 | $199,015 | |||
| FROM K-1: SMALL/MID CAP US EQUITY CTF | P | $31,379 | -$31,379 | -$31,379 | |||
| FROM K-1: SMALL/MID CAP US EQUITY CTF | P | $170,617 | $170,617 | $170,617 | |||
| FROM K-1: METROPOLITAN REAL ESTATE PARTNERS | P | $850 | -$850 | -$850 | |||
| FROM K-1: METROPOLITAN REAL ESTATE PARTNERS | P | $4,103 | $4,103 | $4,103 | |||
| FROM K-1: METROPOLITAN REAL ESTATE PARTNERS SECONDARY | P | $12,089 | $12,089 | $12,089 | |||
| FROM K-1: DTC CREDIT OPPORTUNITY FUND | P | $1,902 | $1,902 | $1,902 | |||
| FROM K-1: DTC CREDIT OPPORTUNITY FUND | P | $13,561 | $13,561 | $13,561 | |||
| FROM K-1: DTC SHORT DURATION FIXED INCOME CTF | P | $1,256 | -$1,256 | -$1,256 | |||
| FROM K-1: DTC SHORT DURATION FIXED INCOME CTF | P | $14,865 | -$14,865 | -$14,865 | |||
| FROM K-1: CORE FIXED INCOME CTF | P | $391 | $391 | $391 | |||
| FROM K-1: CORE FIXED INCOME CTF | P | $632 | -$632 | -$632 | |||
| FROM 1099 - CAPITAL GAIN DISTRIBUTIONS | P | $60,307 | $60,307 | $60,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,385,863 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,324,211 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $47,807,609 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048616 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,289,803 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,315,236 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049440 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,455,832 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,792,676 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052483 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,617,976 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,699,143 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057287 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,605,041 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $45,880,219 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034983 | DistributionYr5Rt |
| Total Distribution | 0.242809 | TotalDistributionRt |
| Average Distribution | 0.048562 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $48,694,716 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,364,713 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,175 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,386,888 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,710,625 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,351 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,351 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,351 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $50,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $96,351 | TotalPaymentsAndCreditsAmt |
| Overpayment | $52,000 | OverpaymentAmt |
| Applied To ES Tax | $52,000 | 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 | WWW.MADDOXCHARITABLEFUND.ORG | WebsiteAddressTxt |
| Individual With Books | REV MARY K FRISKICS-WARREN | IndividualWithBooksNm |
| Phone | 6153851006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TAYLOR STREET A-20 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| MARY K FRISKICS-WARREN | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | EXECUTIVE DIRECTOR | 40.00 | $135,667 | $0 | $19,395 |
| TOMMYE WORKING | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ROBERT S BRANDT | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL CARTER | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID ESQUIVEL | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOE RUSSELL | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TREASURER | 1.00 | $0 | $0 | $0 |
| BECKY HARRELL | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHIRLEY ZEITLIN | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | CHAIR | 2.00 | $0 | $0 | $0 |
| LISA WILTSHIRE | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KAY SIMMONS | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | VICE CHAIR | 2.00 | $0 | $0 | $0 |
| LAUREN BRISKY | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GREG BURNS | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LESHANE GREENHILL | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILL MARTIN | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRENDA WYNN | ||||||||
| 100 TAYLOR STREET SUITE A-20 | NASHVILLE | TN | 37208 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIVERSIFIED TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO AMERICAN CENTER 3100 WEST END | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372031464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $191,638 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $48,323,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,112,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,436,260 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,436,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $741,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,694,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,434,736 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,434,736 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,351 | TotalTaxAmt |
| Distributable Before Adj | $2,390,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,390,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,390,385 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,710,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,710,625 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,710,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,390,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $87,436 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,710,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $87,436 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,623,189 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $767,196 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAN AND MARGARET MADDOX CHARITABLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TAYLOR STREET SUITE A -20 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6153851006 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION IS FILED ONLINE AT WWW.MADDOXCHARITABLEFUND.ORG ONLINE APPLICATION INCLUDES: ORGANIZATION HISTORY, PROGRAM DESCRIPTIONS, OUTCOMES AND BUDGET (ON REQUIRED FORM). ALL APPLICANTS ARE REQUIRED TO HAVE AN UP-TO-DATE GIVINGMATTERS.COM PROFILE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15 OF EACH YEAR. SEE WEB SITE AT WWW.MADDOXCHARITABLEFUND.ORG FOR MORE DETAILS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MIDDLE TENNESSEE COUNTIES IN THE AREAS OF EDUCATION, LOW INCOME YOUTH AND PROGRAMS THAT SUPPORT AND PROTECT WILDLIFE HABITATS, ESPECIALLY THOSE IMPORTANT FOR HUNTING AND FISHING. A DETAILED FREQUENTLY ASKED QUESTIONS IS ON THE WEB SITE AT WWW.MADDOXCHARITABLEFUND.ORG DURING THE GRANT SEASON. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVENTURE SCIENCE CENTER | |||||||
| 800 FORT NEGLEY | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT ART2STEM PROGRAM. | $14,600 |
| ASSISTANCE LEAGUE OF NASHVILLE | |||||||
| PO BOX 653 | BRENTWOOD | TN | 37024 | NONE | PUBLIC | TO SUPPORT OPERATION SCHOOL BELL. | $2,700 |
| BELMONT UNIVERSITY | |||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT DAN & MARGARET MADDOX PRESIDENTIAL SCHOLARS PROGRAM. | $107,000 |
| BIG BROTHERSBIG SISTERS OF MID-TN | |||||||
| 1704 CHARLOTTE AVE STE 130 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT HIGH SCHOOL & COLLEGE BIGS PROGRAM. | $36,500 |
| BOOK 'EM | |||||||
| 421 GREAT CIRCLE ROAD STE 100A | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO SUPPORT THE READING IS FUNDAMENTAL PROGRAM. | $3,500 |
| BOYS GIRLS CLUB OF MAURY CO | |||||||
| 210 W 8TH ST | COLUMBIA | TN | 38401 | NONE | PUBLIC | TO SUPPORT THE "GREAT FUTURES" ACADEMIC MENTORING PROGRAM. | $14,600 |
| BRIDGES | |||||||
| 415 4TH AVE SOUTH STE A | NASHVILLE | TN | 37201 | NONE | PUBLIC | TO SUPPORT THE YOUTH CENTER FOR DEAF AND HARD OF HEARING. | $7,000 |
| CANNON COUNTY YOUTH DREAM | |||||||
| 174 MAPLE DR | WOODBURY | TN | 37190 | NONE | PUBLIC | TO SUPPORT THE MINI-GRANT PROGRAM FOR CANNON CTY TEACHERS. | $3,500 |
| CATHOLIC CHARITIES OF TENNESSEE INC | |||||||
| 30 WHITE BRIDGE RD | NASHVILLE | TN | 37205 | NONE | PUBLIC | TO SUPPORT HISPANIC FAMILY SERVICES LEARNING AND NURTURING GROUPS. | $11,700 |
| CENTER FOR NONPROFIT MANAGEMENT | |||||||
| 37 PEABODY ST STE 201 | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT THE FUND FOR EXCELLENCE AND SALUTE TO EXCELLENCE. | $31,000 |
| CENTER FOR REFUGEES IMMIGRANTS OF T | |||||||
| 295 PLUS PARK BLVD STE 102 | NASHVILLE | TN | 37217 | NONE | PUBLIC | TO SUPPORT THE REFUGEE AND IMMIGRANT STUDENTS EMPOWERED AFTER-SCHOOL PROGRAM. | $8,800 |
| COMMUNITIES IN SCHOOLS OF TENNESSEE | |||||||
| 401 COMMERCE ST PENTHOUSE | NASHVILLE | TN | 37219 | NONE | PUBLIC | TO SUPPORT WARNER LAND BETWEEN THE LAKES PROGRAM AND INTEGRATED STUDENT SUPPORT. | $15,600 |
| COMMUNITY FOUNDATION OF MIDDLE TN | |||||||
| 3833 CLEGHORN AVE | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT GIVINGMATTERS.COM. | $5,000 |
| COMMUNITY RESOURCE CENTER | |||||||
| 218 OMOHUNDRO PLACE | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT THE SCHOOL SUPPLY GIVEAWAY PROGRAM. | $3,100 |
| CUMBERLAND RIVER COMPACT | |||||||
| 1312 3RD AVE NORTH | NASHVILLE | TN | 37208 | NONE | PUBLIC | TO SUPPORT THE CATFISH RODEO. | $5,000 |
| DISCOVERY CENTER | |||||||
| 502 E BROAD STREET | MURFREESBORO | TN | 37130 | NONE | PUBLIC | TO SUPPORT THE MOBILE SUPER SCIENCE CLASSROOM. | $5,900 |
| EAST NASHVILLE HOPE EXCHANGE | |||||||
| 419 WOODLAND STREET | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO SUPPORT THE SUMMER LITERACY PROGRAM. | $4,100 |
| FANNIE BATTLE DAY HOME FOR CHILDREN | |||||||
| 911 SHELBY AVE | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO SUPPORT THE PRE-K PROGRAM. | $5,900 |
| FENTRESS COUNTY CHILDREN'S CENTER | |||||||
| 340 W CENTRAL AVE | JAMESTOWN | TN | 38556 | NONE | PUBLIC | TO SUPPORT THE YOUTH LIFE SKILLS PROGRAM FOR YOUTH RECOVERING FROM CHILD ABUSE. | $5,900 |
| FIFTYFORWARD | |||||||
| 174 RAINS AVE | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE FRIENDS LEARNING IN PAIRS (FLIP) PROGRAM. | $22,500 |
| FIRST STEPS | |||||||
| 4414 GRANNY WHITE PIKE | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO SUPPORT PRE-KINDERGARTEN PROGRAM. | $5,300 |
| FRANKTOWN OPEN HEARTS | |||||||
| 1095 WEST MCEWEN | FRANKLIN | TN | 37067 | NONE | PUBLIC | TO SUPPORT WILDLIFE TRIPS AND HUNTING PROGRAM. | $9,700 |
| GALLATIN SHALOM ZONE | |||||||
| 600 SMALL STREET | NASHVILLE | TN | 37066 | NONE | PUBLIC | TO SUPPORT THE ACHIEVEMENT IN THE MAKING PROGRAM. | $15,800 |
| GIRL SCOUTS OF MIDDLE TENNESSEE | |||||||
| 4522 GRANNY WHITE PIKE | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO SUPPORT THE L.E.A.D. PROGRAM FOR LOW-INCOME GIRLS. | $40,900 |
| GOVERNOR'S BOOKS FROM BIRTH FOUNDAT | |||||||
| 312 ROSA PARKS AVE | NASHVILLE | TN | 37243 | NONE | PUBLIC | TO SUPPORT THE DISTRESSED COUNTIES IN MIDDLE TENNESSEE. | $14,600 |
| HANDS ON NASHVILLE | |||||||
| 209 10TH AVE SOUTH STE 318 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE YOUTH VOLUNTEER CORPS LEADERSHIP PROGRAM. | $38,000 |
| HARVEST HANDS COMMUNITY DEVELOPMENT | |||||||
| 424 HUMPHREYS ST | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE ELEMENTARY AFTERSCHOOL PROGRAM. | $8,800 |
| HOMEWORK HOTLINE | |||||||
| 4805 PARK AVENUE | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT HOMEWORK ASSISTANCE FOR MIDDLE TENNESSEE RURAL COUNTIES AND PHONE LITERACY PROGRAM. | $17,500 |
| IN FULL MOTION INC | |||||||
| PO BOX 70270 | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO SUPPORT THE ACT PREPARATION PROGRAM. | $29,200 |
| JUNIOR ACHIEVEMENT OF MIDDLE TN INC | |||||||
| 120 POWELL PLACE | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO SUPPORT JA'S FINANCIAL AND LIFE SKILLS EDUCATION PROGRAM. | $11,700 |
| KING'S DAUGHTERS CHILD DEVELOPEMENT | |||||||
| 590 N DUPONT STREET | MADISON | TN | 37215 | NONE | PUBLIC | TO SUPPORT THE PRE-K PROGRAM. | $8,800 |
| KIPP EAST NASHVILLE PREPARATORY | |||||||
| 123 DOUGLAS ST | NSAHVILLE | TN | 37207 | NONE | PUBLIC | TO SUPPORT THE KIPP THROUGH COLLEGE PROGRAM. | $5,900 |
| LEWIS COUNTY HISTORICAL SOCIETY | |||||||
| 108 EAST MAIN ST | HOHENWALD | TN | 38462 | NONE | PUBLIC | TO SUPPORT GENERAL OPERATIONS THROUGH A CHALLENGE GRANT. | $10,000 |
| MARTHA O'BRYAN CENTER | |||||||
| 711 SOUTH 7TH STREET | NASHVILLE | TN | 37206 | NONE | PUBLIC | TO SUPPORT TRANSITIONAL COACHES AT TOP FLOOR STRATFORD AND COLLEGE ZONE MAPLEWOOD. | $43,800 |
| MCNEILLY CENTER FOR CHILDREN INC | |||||||
| 400 MERIDIAN ST | NASHVILLE | TN | 37207 | NONE | PUBLIC | TO SUPPORT THE PRE-KINDERGARTEN PROGRAM. | $26,900 |
| MIDDLE TN COUNCIL BOY SCOUTS OF AME | |||||||
| 3414 HILLSBORO PIKE | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT THE SCOUTREACH PROGRAM. | $29,200 |
| MONROE HARDING INC | |||||||
| 1120 GLENDALE LANE | NASHVILLE | TN | 37204 | NONE | PUBLIC | TO SUPPORT THE RESIDENTIAL EDUCATION ENRICHMENT PROGRAMS. | $32,100 |
| NASHVILLE CONFLICT RESOLUTION CENTE | |||||||
| PO BOX 110801 | NASHVILLE | TN | 37222 | NONE | PUBLIC | TO SUPPORT THE YOUTH CONFLICT RESOLUTION PROGRAM. | $8,800 |
| NASHVILLE INTERNATIONAL CENTER FOR | |||||||
| 3221 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT THE YOUTH IMPACT PROGRAM. | $11,700 |
| NASHVILLE ZOO | |||||||
| 3777 NOLENSVILLE ROAD | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT THE CLOUDED LEOPARD CONSORTIUM. | $5,900 |
| NATIONS MINISTRY CENTER | |||||||
| PO BOX 128154 | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT THE TUTORING AFTERSCHOOL PROGRAM. | $3,500 |
| NATURE CONSERVANCY TENNESSEE CHAPTE | |||||||
| 2021 21ST AVE SOUTH | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT THE CUMBERLAND PLATEAU SHORTLEAF PINE RESTORATION, QUALI HABITAT RESTORATION. | $11,700 |
| OASIS CENTER | |||||||
| 1704 CHARLOTTE AVE STE 200 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE OASIS LEARNING CENTER. | $23,400 |
| PENCIL FOUNDATION | |||||||
| 421 GREAT CIRCLE ROAD STE 100 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO SUPPORT THE RIGHT START AT EAST HIGH SCHOOL AND THE READING & MATH PARTNERS PROGRAMS. | $15,700 |
| PRESTON TAYLOR MINISTRIES | |||||||
| PO BOX 90442 | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT THE AFTERSCHOOL PROGRAM. | $5,900 |
| RENEWAL HOUSE | |||||||
| 3410 CLARKSVILLE PIKE | NASHVILLE | TN | 37218 | NONE | PUBLIC | TO SUPPORT THE SKILLS FOR SCHOOL SUCCESS PROGRAM. | $3,000 |
| RICHLAND CREEK WATERSHED ALLIANCE R | |||||||
| PO BOX 92016 | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT THE STREAM HABITAT RESTORATION AND WILDLIFE PROTECTION PROGRAM. | $3,100 |
| ROCKETOWN OF MIDDLE TN | |||||||
| PO BOX 331129 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT ROCKETOWN PRODUCTIONS AT MCGAVOCK HIGH SCHOOL. | $10,000 |
| SALAMA URBAN MINISTRIES | |||||||
| 1205 8TH AVENUE SOUTH | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE SALAMA INSTITUTE. | $21,900 |
| SAVE THE CHILDREN | |||||||
| 261 WHITE BRIDGE RD 137 | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT THE LITERACY PROGRAM AT DECHERD ELEMENTARY SCHOOL IN FRANKLIN COUNTY. | $11,700 |
| SECOND HARVEST | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO SUPPORT THE BACKPACK PROGRAM. | $73,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 50 HURT PLAZA STE 350 | ATLANTA | GA | 30303 | NONE | PUBLIC | TO SUPPORT GENERAL OPERATIONS. | $4,500 |
| ST LUKE'S COMMUNITY HOUSE | |||||||
| 5601 NEW YORK AVE | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT THE PRE-K PROGRAM. | $7,300 |
| TEACH FOR AMERICA INC | |||||||
| 220 ATHENS WAY STE 300 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO SUPPORT TEACHER LEADERSHIP DEVELOPMENT IN EAST NASHVILLE. | $40,900 |
| TENNESSEE ENVIRONMENTAL COUNCIL | |||||||
| ONE VANTAGE WAY STE E-250 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO SUPPORT THE FISH HABITAT RESTORATION INITIATIVE. | $39,100 |
| TENNESSEE WILDLIFE FEDERATION | |||||||
| 300 ORLANDO AVE STE 200 | NASHVILLE | TN | 37209 | NONE | PUBLIC | TO SUPPORT THE GREAT OUTDOORS UNIVERSITY. | $46,700 |
| TENNESSEE WILDLIFE RESOURCES FOUNDA | |||||||
| 5000 LINBAR DRIVE STE 265 | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT TENNESSEE OUTDOORS YOUTH SUMMIT. | $30,000 |
| THE LAND TRUST FOR TENNESSEE | |||||||
| 209 10TH AVE SOUTH STE 511 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE WILDLIFE HABITAT CONSERVATION PROGRAM AND TO DEVELOP AN OUTDOOR CLASSROOM IN THE LOCKLAND SPRINGS NATURE PARK. | $56,800 |
| UNITED WAY OF METROPOLITAN NASHVILL | |||||||
| 250 VENTURE CIRCLE | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO SUPPORT THE MADDOX READ TEACHER PROFESSIONAL DEVELOPMENT RESOURCES. | $11,700 |
| URBAN LEAGUE OF MIDDLE TN | |||||||
| 2214 ROSA PARKS STE 100 | NASHVILLE | TN | 37228 | NONE | PUBLIC | TO SUPPORT NULITES PROJECT READY COLLEGE ACCESS PROGRAM. | $8,800 |
| WAYNE REED CHRISTIAN CHILDCARE CENT | |||||||
| 11B LINDSLEY AVE | NASHVILLE | TN | 37210 | NONE | PUBLIC | TO SUPPORT THE PRE-K PROGRAM. | $5,900 |
| YOUNG MEN'S CHRISTIAN ASSOC OF MID- | |||||||
| 1000 CHURCH STREET | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE MARGARET MADDOX YMCA AND EXPAND OUTDOOR OPPORTUNITIES. | $273,000 |
| YOUTH VILLAGES | |||||||
| 3310 PERIMETER HILL DRIVE | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT THE TRANSITIONAL LIVING PROGRAM. | $11,700 |
| YWCA | |||||||
| 1608 WOODMONT BLVD | NASHVILLE | TN | 37215 | NONE | PUBLIC | TO SUPPORT THE GIRLS INC. PROGRAM. | $14,600 |
| 100 BLACK MEN OF MIDDLE TENNESSEE | |||||||
| P O BOX 140789 | NASHVILLE | TN | 37214 | NONE | PUBLIC | TO SUPPORT YOUTH PROGRAM. | $500 |
| GRANTMAKERS FOR EFFECTIVE ORGANIZAT | |||||||
| 1725 DESCALES STREET NW SUITE 404 | WASHINGTON | DC | 20036 | NONE | PUBLIC | TO SUPPORT GENERAL OPERATIONS. | $1,220 |
| NASHVILLE PUBLIC EDUCATION FOUNDATI | |||||||
| 1207 18TH AVENUE SOUTH SUITE 202 | NASHVILLE | TN | 37212 | NONE | PUBLIC | TO SUPPORT THE PUBLIC SCHOOLS HALL OF FAME. | $100 |
| SOUTHERN WORD INC | |||||||
| 1704 CHARLOTTE AVENUE SUITE 200 | NASHVILLE | TN | 37203 | NONE | PUBLIC | TO SUPPORT THE MENTORING AND MODELING LITERACY PROGRAM. | $7,500 |
| TENNESSEE JUSTICE FOR OUR NEIGHBORS | |||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | PUBLIC | TO SUPPORT LEGAL WORK FOR SPECIAL IMMIGRANT JUVENILE STATUS AND DEFERRED ACTION FOR CHILDHOOD ARRIVALS, TO PROVIDE MATCH DOLLARS FOR GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES DACA. | $34,700 |
| VANDERBILT BILL WILKERSON CENTER | |||||||
| 1215 21ST AVENUE SOUTH | NASHVILLE | TN | 37232 | NONE | PUBLIC | TO SUPPORT RESEARCH IN THE DAN MADDOX HEARING AID RESEARCH. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,516,420 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BELMONT UNIVERSITY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 BELMONT BOULEVARD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT DAN & MARGARET MADDOX PRESIDENTIAL SCHOLARS PROGRAM. | GrantOrContributionPurposeTxt |
| Amt | $646,600 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $646,600 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $237,481 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $524,400 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,385,863 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (10 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1:METRO REAL ESTATE | 531390 | $1,803 | 14 | $21,804 |
| K-1: DTC CREDIT OPP | 14 | $76,848 | ||
| K-1: DTC SHORT DURATION | 14 | $17 | ||
| K-1: DTC PRIVATE EQ IV | 900099 | -$36,369 | 14 | $914 |
| K-1: DTC EQUITY OPP | 14 | $400 | ||
| K-1: BROAD BASED COMSUMER | 14 | $252,445 | ||
| JP MORGAN ETN | 14 | $111,656 | ||
| K-1: SMALL/MID CAP US EQUITY CTF | 14 | $85 | ||
| K-1: METROPOLITAN REAL ESTATE SECONDARY | 14 | $30,295 | ||
| K-1: CORE FIXED INCOME CTF | 14 | $203 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$34,566 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,642,411 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,607,845 | 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 | $17,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX | $2,099,838 | $2,105,546 |
| JP MORGAN ALERIAN MLP INDEX FUND | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD DIV APPRECIATION | $2,357,710 | $3,159,965 |
| VANGUARD INSTITUTIONAL INDEX FD | $2,364,968 | $3,164,260 |
| VANGUARD MSCI EMERGING MARKETS ETF | $0 | $0 |
| VANGUARD EXTENDED MARKET INDEX FUND | $1,100,000 | $1,155,694 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DTC INTERNATIONAL EQUITY COMMON TRUST FUND | AT COST | $5,657,419 | $6,119,777 |
| SMALL/MID CAP U.S. EQUITY COMMON TRUST | AT COST | $0 | $0 |
| DTC CREDIT OPPORTUNITY COMMON FUND | AT COST | $2,350,490 | $2,186,792 |
| FINTAN INVESTMENTS LTD | AT COST | $3,395,457 | $4,434,216 |
| WINSTON GLOBAL | AT COST | $7,500,000 | $10,033,492 |
| UBS E-TRACS ALERIAN INFRASTR | AT COST | $828,532 | $901,848 |
| DTC EQUITY OPPORTUNITY FUND | AT COST | $2,202,607 | $2,228,324 |
| METRO REAL ESTATE PARTNERS GLOBAL V, LP | AT COST | $703,979 | $815,518 |
| DTC PRIVATE EQUITY IV, LP | AT COST | $691,743 | $870,000 |
| GATEWAY FUND | AT COST | $0 | $0 |
| PIMCO ALL ASSET FUND CLASS I | AT COST | $308,254 | $303,555 |
| FPA CRESCENT PORTFOLIO FUND CLASS I | AT COST | $300,105 | $311,080 |
| RIVERPARK SHORT TERM HIGH YIELD FUND | AT COST | $1,276,340 | $1,271,182 |
| WHITEBOX TACTICAL OPPORTUNITIES FUND - INS | AT COST | $268,672 | $265,353 |
| DTC SHORT DURATION FIXED INCOME | AT COST | $1,682,597 | $1,665,418 |
| DTC CORE FIXED INCOME CTF | AT COST | $1,220,266 | $1,193,761 |
| BROAD BASED CONSUMER CREDIT FUND | AT COST | $3,661,125 | $3,650,000 |
| LAZARD EMERGING MARKETS CORE EQUITY PORTFOLIO INST. | AT COST | $1,146,700 | $1,116,007 |
| TORTOISE MLP & PIPELINE FUND - INS. | AT COST | $1,045,970 | $911,220 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN 1099 INCOME AND CASH RECEIVED | Desc |
| Amt | $15,717 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $9,249 | $0 | $6,937 |
| BOARD & COMMITTEE ACTIVITIES | $4,283 | $0 | $3,212 |
| OFFICE EXPENSE | $11,502 | $0 | $9,666 |
| K-1: DTC PRIVATE EQUITY IV, LP | $64,480 | $64,480 | $0 |
| K-1: DTC EQUITY OPP COMMON | $10,454 | $10,454 | $0 |
| K-1: SMALL/MID CAP U.S. EQUITY COMMON | $3,450 | $3,450 | $0 |
| K-1: METRO REAL ESTATE PARTNERS | $23,882 | $23,882 | $0 |
| K-1: DTC CREDIT OPPORTUNITY FUND | $18,680 | $18,680 | $0 |
| K-1: DTC SHORT DURATION FIXED INCOME | $4,138 | $4,138 | $0 |
| K-1: CORE FIXED INCOME | $2,465 | $2,465 | $0 |
| K-1: BROAD BASED COMSUMER | $14,017 | $14,017 | $0 |
| MISCELLANEOUS | $870 | $0 | $742 |
| INVESTMENT EXPENSES | $191,638 | $191,638 | $0 |
| K-1: INTERNATIONAL EQUITY COMMON TRUST | $19,026 | $19,026 | $0 |
| K-1: METRO REAL ESTATE PARTNERS SECONDARY | $50,065 | $50,065 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1:METRO REAL ESTATE | $23,607 | $21,804 | $23,607 |
| K-1: DTC CREDIT OPP | $76,848 | $76,848 | $76,848 |
| K-1: DTC SHORT DURATION | $17 | $17 | $17 |
| K-1: DTC PRIVATE EQ IV | -$35,455 | $914 | -$35,455 |
| K-1: DTC EQUITY OPP | $400 | $400 | $400 |
| K-1: BROAD BASED COMSUMER | $252,445 | $252,445 | $252,445 |
| JP MORGAN ETN | $111,656 | $111,656 | $111,656 |
| K-1: SMALL/MID CAP US EQUITY CTF | $85 | $85 | $85 |
| K-1: METROPOLITAN REAL ESTATE SECONDARY | $30,295 | $30,295 | $30,295 |
| K-1: CORE FIXED INCOME CTF | $203 | $203 | $203 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT OF ASSET SOLD | Desc |
| Amt | $163,391 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT SUPPORT | $1,910 | $0 | $1,910 |
| PAYROLL SERVICE | $600 | $0 | $510 |
| CONSULTANTS | $19,000 | $0 | $19,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $8,685 | $0 | $7,382 |
| FEDERAL INCOME TAX | $30,000 | $0 | $0 |
| FROM K-1'S: FOREIGN INCOME TAXES | $22,590 | $22,590 | $0 |
Comments