THE THOMPSON CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMPSON CHARITABLE FOUNDATION (EIN 58-1754763)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-04
- IRS object ID
- 201413089349100021
- Schema version
- 2013v3.0
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-04T15:14:46-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | LATTIMORE BLACK MORGAN & CAIN PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| 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 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581754763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMPSON CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 8655880491 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MERLE D WOLFE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8655880491 | PhoneNum |
| Signature | 2014-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEN M ALEXANDER CPA | PreparerPersonNm |
| PTIN | P00646380 | PTIN |
| Phone | 8656919000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,284,918 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $763,570 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $763,570 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,080,842 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,977,637 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,080,842 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,099 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,851,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,844,413 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,943 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,307 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,080 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $540 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $19,661 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,831 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,830 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,323 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,162 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,161 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200,244 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $189,543 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,701 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $298,478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $215,383 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,692 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,480,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,480,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,778,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $215,383 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,507,692 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,629,030 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $485,059 | CashBOYAmt |
| Cash EOY | $363,042 | CashEOYAmt |
| Cash EOYFMV | $363,042 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,722 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,533 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $34,276,454 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,470,299 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,909,279 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $38,606 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,542 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,669 | LandBOYAmt |
| Land EOY | $2,064 | LandEOYAmt |
| Land EOYFMV | $2,064 | LandEOYFMVAmt |
| Total Assets BOY | $34,772,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,845,938 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,284,918 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $34,772,904 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,845,938 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,772,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,845,938 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,772,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,845,938 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,772,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,034 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $34,845,938 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,845,938 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED SCHEDULE -ST | P | $1,119,424 | $892,691 | $226,733 | $226,733 |
| SEE ATTACHED SCHEDULE - LT | P | $1,459,804 | $1,004,104 | $455,700 | $455,700 |
| CAPITAL GAINS DIVIDENDS | P | $47,539 | $47,539 | $47,539 | |
| CAPITAL GAINS DIVIDENDS | P | $350,870 | $350,870 | $350,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,080,842 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,631,517 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,841,912 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045520 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,593,185 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $34,657,833 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045969 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,538,481 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,797,233 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044213 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,418,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $32,086,862 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044208 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,098,867 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,468,195 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066698 | DistributionYr5Rt |
| Total Distribution | 0.246608 | TotalDistributionRt |
| Average Distribution | 0.049322 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,261,298 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,887,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,903,414 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,507,692 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,581 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,581 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,985 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,985 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $280 | EsPenaltyAmt |
| Tax Due | $13,876 | TaxDueAmt |
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 | DEBBIE BLACK EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 8655880491 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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 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 (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | $40,000 | $1,943 | $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 |
| TJ DERHAM | ||||||||
| 228 MIDLAND DRIVE | ASHEVILLE | NC | 28804 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAURA OLESKY | ||||||||
| 2235 PRAIRIE STREET | ANN ARBOR | MI | 48105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOUGLAS MANOFSKY | ||||||||
| 1080 PEACHTREE STREET NE UNIT 3209 | ATLANTA | GA | 30309 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,620,644 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,223,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,843,957 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,843,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $582,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,261,298 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,913,065 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,913,065 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,581 | TotalTaxAmt |
| Distributable Before Adj | $1,880,484 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,880,484 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,880,484 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,507,692 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,507,692 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,507,692 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,880,484 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $422,179 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $422,179 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,507,692 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,507,692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $372,792 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $372,792 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,387 | 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 | $49,387 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEBBIE BLACK EXECUTIVE DIRECTOR | RecipientPersonNm |
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 | 8655880491 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF NOT MORE THAN TWO PAGES DESCRIBING THE PROJECT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 31, JUNE 30, SEPTEMBER 30, DECEMBER 31 | SubmissionDeadlinesTxt |
| 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 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
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) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHED SCHEDULE | GrantOrContributionPurposeTxt |
| Amt | $1,480,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,480,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
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) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHED SCHEDULE | GrantOrContributionPurposeTxt |
| Amt | $160,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $160,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $763,570 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,080,842 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| LITIGATION SETTLEMENT | 14 | $1,668 |
| CLAT ANNUITY PROCEEDS | 14 | $5,431 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,851,512 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,851,512 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| 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 & 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 $10,532.77. THE CHANGE IN THE ACCOUNT BALANCE FROM THE PRIOR YEAR IS $1,811.22. THIS AMOUNT HAS BEEN REPORTED ON LINE 11 OF PART 1 AS OTHER INCOME. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CORPORATE STOCKS PER ATTACHED | AT COST | $19,540,344 | $24,940,591 |
| CORPORATE BONDS PER ATTACHED | AT COST | $14,929,955 | $14,968,688 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,168 | $1,584 | $1,584 |
| INVESTMENT EXPENSE | $178,841 | $178,841 | $0 |
| MANAGEMENT FEE | $7,607 | $3,804 | $3,803 |
| OFFICE EXPENSES | $6,028 | $3,014 | $3,014 |
| TELEPHONE | $4,600 | $2,300 | $2,300 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| LITIGATION SETTLEMENT | $1,668 | $1,668 |
| CLAT ANNUITY PROCEEDS | $5,431 | $5,431 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $12,900 | $0 | $0 |
| OTHER TAXES & LICENSES | $20 | $0 | $0 |
| FOREIGN TAXES | $8,307 | $8,307 | $0 |
Comments