THE THOMPSON CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMPSON CHARITABLE FOUNDATION (EIN 58-1754763)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-14
- IRS object ID
- 201410459349100206
- Schema version
- 2012v2.1
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-14T10:00:54-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621199757 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LATTIMORE BLACK MORGAN & CAIN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10024 INVESTMENT DRIVE STE 200 | AddressLine1 |
| City | KNOXVILLE | City |
| State | TN | State |
| ZIP Code | 37932 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581754763 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMPSON CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 8655880491 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 OLD KINGSTON PIKE SUITE 100 | AddressLine1 |
| City | KNOXVILLE | City |
| State | TN | State |
| ZIP Code | 37919 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MERLE D WOLFE | Name |
| Title | PRESIDENT | Title |
| Phone | 8655880491 | Phone |
| Date Signed | 2014-02-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BEN M ALEXANDER CPA | Name |
| PTIN | P00646380 | PTIN |
| Phone | 8656919000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 37014012 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 793022 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 793022 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 320984 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 22967410 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 320984 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3838 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1117846 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1114008 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 37252 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 1856 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 0 | PensionEmplBnftDsbrsChrtblPrps |
| Taxes Rev And Expnss | 83981 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 7675 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1250 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 625 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 19265 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 9633 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 9632 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 7491 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 3746 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3745 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 156726 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 146588 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10140 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 307821 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 168267 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 23517 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1608000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1608000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1915821 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 168267 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1631517 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -797975 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 945741 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 35563586 | CashBOY |
| Cash EOY | 485059 | CashEOY |
| Cash EOYFMV | 485060 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 5098 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 8722 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 8722 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 34276454 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 36517561 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 38131 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 35462 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 2195 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2669 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2669 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 35570879 | TotalAssetsBOY |
| Total Assets EOY | 34772904 | TotalAssetsEOY |
| Total Assets EOYFMV | 37014012 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 35570879 | RetainedEarningsBOY |
| Retained Earnings EOY | 34772904 | RetainedEarningsEOY |
| Total Net Assets BOY | 35570879 | TotalNetAssetsBOY |
| Total Net Assets EOY | 34772904 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 35570879 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 34772904 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 35570879 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -797975 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 34772904 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 34772904 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SHORT TERM - SEE ATTACHED | P | 22725221 | 22646426 | 78795 | 78795 |
| CAPITAL GAINS DIVIDENDS | P | 98908 | 98908 | 98908 | |
| CAPITAL GAINS DIVIDENDS | P | 143281 | 143281 | 143281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 320984 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1593185 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 34657833 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045969 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1538481 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 34797233 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044213 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1418500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 32086862 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044208 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2098867 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 31468195 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.066698 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2334729 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 45411308 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051413 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.252501 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050500 | AverageDistributionRatio |
| Net Noncharitable Assets | 35841912 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1810017 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 9457 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1819474 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1631517 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 18915 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 18915 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 18915 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 25000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 6000 | TaxPaidWithExtension |
| Total Credits And Payments | 31000 | TotalCreditsAndPayments |
| Overpayment | 12085 | Overpayment |
| Amount Credited To Next Year | 12085 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DEBBIE BLACK EXECUTIVE DIRECTOR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8655880491 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 OLD KINGSTON PIKE SUITE 100 | AddressLine1 |
| City | KNOXVILLE | City |
| State | TN | State |
| ZIP Code | 37919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MERLE D WOLFE | ||||||||
| 4800 OLD KINGSTON PIKE SUITE 100 | KNOXVILLE | TN | 37919 | PRESIDENT | 3.00 | 0 | 0 | 0 |
| DEBBIE BLACK | ||||||||
| 4800 OLD KINGSTON PIKE SUITE 100 | KNOXVILLE | TN | 37919 | EXECUTIVE DIRECTOR | 20.00 | 37252 | 1856 | 0 |
| SYLVIA M THOMPSON | ||||||||
| 4500 CAMERON VALLEY PKWAY 450 | CHARLOTTE | NC | 28211 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| GREGORY E ERICKSON | ||||||||
| PO BOX 23530 | KNOXVILLE | TN | 37933 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| GINNY THOMPSON | ||||||||
| 216 PERRIN PLACE | CHARLOTTE | NC | 28207 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JESSIE L THOMPSON | ||||||||
| 4800 OLD KINGSTON PIKE SUITE 100 | KNOXVILLE | TN | 37919 | SECRETARY | 1.00 | 0 | 0 | 0 |
| JOANNE T MANOFSKY | ||||||||
| 11 BROOKLAWN CHASE | ASHEVILLE | NC | 28803 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| J KYLE DERHAM | ||||||||
| 1301 MCKINNEY STREET SUITE 400 | HOUSTON | TX | 77010 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| J MATTHEW DERHAM | ||||||||
| 2619 PALMER AVENUE | NEW ORLEANS | LA | 70118 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 35470677 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 917051 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 36387728 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 36387728 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 545816 | CashDeemedCharitable |
| Net Noncharitable Assets | 35841912 | NetNoncharitableAssets |
| Minimum Investment Return | 1792096 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1792096 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 18915 | TaxBasedOnInvestmentIncome |
| Total Tax | 18915 | TotalTax |
| Distributable Amount Before Adj | 1773181 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1773181 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1773181 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1631517 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1631517 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1631517 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1773181 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 7192 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 556651 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 563843 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1631517 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1631517 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 141664 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 141664 | ExcessDistriCyovAppliedCY |
| Total Corpus | 422179 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 422179 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 422179 | ExcessFromYear4 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DEBBIE BLACK EXECUTIVE DIRECTOR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 OLD KINGSTON PIKE SUITE 100 | AddressLine1 |
| City | KNOXVILLE | City |
| State | TN | State |
| ZIP Code | 37919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8655880491 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER OF NOT MORE THAN TWO PAGES DESCRIBING THE PROJECT | FormAndInfoAndMaterials |
| Submission Deadlines | MARCH 31, JUNE 30, SEPTEMBER 30, DECEMBER 31 | SubmissionDeadlines |
| Restrictions On Awards | NO ENDOWMENTS OR FUNDS TO SUPPORT OPERATING DEFICITS GEORGRAPHIC AREAS CONSISTING OF: TENNESSEE: KNOX, ANDERSON, SCOTT, AND BLOUNT COUNTIES KENTUCKY: BELL, CLAY, LAUREL, AND LESLIE COUNTIES VIRGINIA: BUCHANAN AND TAZEWELL COUNTIES | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED SCHEDULE | AddressLine1 |
| City | ATTACHED | City |
| State | TN | State |
| ZIP Code | 99999 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | SEE ATTACHED SCHEDULE | PurposeOfGrantOrContribution |
| Amount | $1,608,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1608000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED SCHEDULE | AddressLine1 |
| City | ATTACHED | City |
| State | TN | State |
| ZIP Code | 99999 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | SEE ATTACHED SCHEDULE | PurposeOfGrantOrContribution |
| Amount | $20,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 20000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $793,022 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $320,984 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| LITIGATION SETTLEMENT | 14 | $217 |
| CLAT ANNUITY PROCEEDS | 14 | $3,621 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,117,846 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1117846 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I AND PART VIII | THE THOMPSON CHARITABLE FOUNDATION HAS ONE LEASED EMPLOYEE NAMED DEBBIE BLACK. HER COMPENSATION AND EMPLOYEE BENEFITS HAVE BEEN INCLUDED ON LINES 13 AND 15 OF PART I AND LINE 1 OF PART VIII. |
| PART II | THE THOMPSON CHARITABLE FOUNDATION HAS A CHARITABLE LEAD ANNUITY TRUST ON DEPOSIT WITH NORTHERN TRUST. THE END OF YEAR BALANCE AS REPORTED ON LINE 2 OF PART II IS $8,719. THE CHANGE IN THE ACCOUNT BALANCE FROM THE PRIOR YEAR IS $3,621. THIS AMOUNT HAS BEEN REPORTED ON LINE 11 OF PART 1 AS OTHER INCOME. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CORPORATE STOCKS PER ATTACHED | AT COST | 20346499 | 22726194 |
| CORPORATE BONDS PER ATTACHED | AT COST | 13929955 | 13791367 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE | 2414 | 1207 | 1207 |
| INVESTMENT EXPENSE | 136450 | 136450 | 0 |
| MANAGEMENT FEE | 7770 | 3885 | 3885 |
| MISCELLANEOUS EXPENSE | 20 | 10 | 10 |
| OFFICE EXPENSES | 4824 | 2412 | 2414 |
| TELEPHONE | 5248 | 2624 | 2624 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| LITIGATION SETTLEMENT | 217 | 217 |
| CLAT ANNUITY PROCEEDS | 3621 | 3621 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES | $76,037 | 0 | 0 |
| PERSONAL PROPERTY TAXES | $269 | 0 | 0 |
| FOREIGN TAXES | $7,675 | 7675 | 0 |
Comments