WEST FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WEST FAMILY FOUNDATION (EIN 20-0901141)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201413239349100506
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T15:04:15-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205556145 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAZEE IVY DAVIS PLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 POPLAR AVE STE 1400 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 381371499 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200901141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 9012899383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6165 CHARTWELL LANE | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38120 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLE WEST | PersonNm |
| Person Title | CPA | PersonTitleTxt |
| Phone | 9012899383 | PhoneNum |
| Signature | 2014-11-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JERRY J DAVIS CPA | PreparerPersonNm |
| PTIN | P00700147 | PTIN |
| Phone | 9016851040 | PhoneNum |
| Preparation | 2014-11-19 | PreparationDt |
| 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 | $2,202,731 | 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 | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,114 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,649 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $511,857 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,649 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $121,782 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,782 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $34 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $34 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $982 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $982 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,380 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,380 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,396 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,396 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,396 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,949 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,181 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,181 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,250,382 | CorporateStockBOYAmt |
| Corporate Stock EOY | $529,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $740,360 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $532,549 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,246,511 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,395,190 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,823,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,843,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,202,731 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,565,396 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,565,396 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$741,516 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$722,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,823,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,843,266 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,823,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,843,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,823,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,843,266 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,843,266 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CUMMINS INC (SHARES 35) | P | 2012-06-08 | 2013-01-11 | $3,884 | $3,390 | $494 | $494 |
| AMERICAN EXPRESS CO (SHARES 15) | P | 2011-05-24 | 2013-01-11 | $916 | $762 | $154 | $154 |
| AMERICAN EXPRESS CO (SHARES 32) | P | 2011-06-22 | 2013-01-11 | $1,955 | $1,600 | $355 | $355 |
| AMERICAN EXPRESS CO (SHARES 28) | P | 2011-09-21 | 2013-01-11 | $1,710 | $1,387 | $323 | $323 |
| CUMMINS INC (SHARES 25) | P | 2011-09-21 | 2013-01-11 | $2,775 | $2,339 | $436 | $436 |
| FILEAD SCIENCES INC (SHARES 60) | P | 2011-09-21 | 2013-01-11 | $4,665 | $2,416 | $2,249 | $2,249 |
| COGNIZANT TECHNOLOGY SOLUTIONS (SHARES 50) | P | 2013-04-23 | 2013-08-30 | $3,684 | $3,279 | $405 | $405 |
| MONSTER BEVERAGE CORPORATION (SHARES 40) | P | 2012-10-26 | 2013-06-11 | $2,469 | $1,800 | $669 | $669 |
| PERRIGO COMPANY (SHARES 50) | P | 2013-08-30 | 2013-12-18 | $7,767 | $6,043 | $1,724 | $1,724 |
| PRICELINE COM (SHARES 6) | P | 2012-10-15 | 2013-10-02 | $6,400 | $3,551 | $2,849 | $2,849 |
| PRICELINE COM (SHARES 1) | P | 2012-10-15 | 2013-10-08 | $990 | $592 | $398 | $398 |
| AMERICAN EXPRESS COMPANY (SHARES 55) | P | 2011-09-21 | 2013-05-23 | $4,079 | $2,724 | $1,355 | $1,355 |
| BERKSHIRE HATHAWAY INCORPORATED CLASS B (SHARES 60) | P | 2011-09-21 | 2013-02-21 | $6,015 | $4,135 | $1,880 | $1,880 |
| BERKSHIRE HATHAWAY INCORPORATED CLASS B (SHARES 45) | P | 2012-02-16 | 2013-02-21 | $4,511 | $3,539 | $972 | $972 |
| COGNIZANT TECHNOLOGY SOLUTIONS (SHARES 60) | P | 2011-09-21 | 2013-08-30 | $4,421 | $3,834 | $587 | $587 |
| EXPEDITORS INTERNATIONAL WASH INCORPORATED (SHARES 185) | P | 2011-09-21 | 2013-05-02 | $6,965 | $7,931 | -$966 | -$966 |
| EXPEDITORS INTERNATIONAL WASH INCORPORATED (SHARES 210) | P | 2012-04-30 | 2013-05-02 | $7,906 | $8,400 | -$494 | -$494 |
| GILEAD SCIENCES INCORPORATED (SHARES 140) | P | 2011-09-21 | 2013-11-06 | $9,483 | $2,819 | $6,664 | $6,664 |
| GOOGLE INCORPORATED CLASS A (SHARES 4) | P | 2011-08-10 | 2013-05-16 | $3,623 | $2,216 | $1,407 | $1,407 |
| GOOGLE INCORPORATED CLASS A (SHARES 4) | P | 2011-09-21 | 2013-05-16 | $3,623 | $2,183 | $1,440 | $1,440 |
| PERRIGO COMPANY (SHARES 105) | P | 2011-09-21 | 2013-12-18 | $16,312 | $10,201 | $6,111 | $6,111 |
| SCHWAB CHARLES CORPORATION (SHARES 385) | P | 2012-01-20 | 2013-02-19 | $6,553 | $4,919 | $1,634 | $1,634 |
| SCHWAB CHARLES CORPORATION (SHARES 380) | P | 2012-01-06 | 2013-07-10 | $8,321 | $4,586 | $3,735 | $3,735 |
| SCHWAB CHARLES CORPORATION (SHARES 20) | P | 2012-01-20 | 2013-07-10 | $438 | $256 | $182 | $182 |
| SCHWAB CHARLES CORPORATION (SHARES 480) | P | 2012-01-06 | 2013-10-28 | $11,243 | $5,792 | $5,451 | $5,451 |
| ALLEGION PUB LIMITED COMPANY (SHARES 0.334) | P | 2013-09-20 | 2013-12-18 | $14 | $13 | $1 | $1 |
| BROOKFIELD PROPERTY PARTNERS LP (SHARES 1.417) | P | 2013-04-15 | 2013-04-17 | $31 | $31 | $0 | $0 |
| BROOKFIELD PROPERTY PARTNERS LP (SHARES 2.583) | P | 2013-04-15 | 2013-04-17 | $57 | $56 | $1 | $1 |
| BROOKFIELD PROPERTY PARTNERS LP (SHARES 0.304) | P | 2013-04-15 | 2013-04-24 | $6 | $7 | -$1 | -$1 |
| TRANSOCEAN LIMITED (SHARES 53.95) | P | 2006-09-18 | 2013-10-28 | $2,637 | $6,075 | -$3,438 | -$3,438 |
| TRANSOCEAN LIMITED (SHARES 66.05) | P | 2006-09-18 | 2013-10-28 | $3,228 | $6,300 | -$3,072 | -$3,072 |
| TRANSOCEAN LIMITED (SHARES 25) | P | 2008-05-08 | 2013-10-28 | $1,222 | $3,894 | -$2,672 | -$2,672 |
| LOOMIS SAYLES BOND FUND (SHARES 3092.784) | P | 2012-02-16 | 2013-04-05 | $47,258 | $45,000 | $2,258 | $2,258 |
| LOOMIS SAYLES BOND FUND (SHARES 3084.304) | P | 2012-02-24 | 2013-04-05 | $47,128 | $45,000 | $2,128 | $2,128 |
| PIMCO ALL ASSET ALL AUTHORITY (SHARES 2420.136) | P | 2012-02-15 | 2013-11-18 | $25,000 | $25,895 | -$895 | -$895 |
| FRANKLIN INCOME FUND (SHARES 21551.724) | P | 2011-04-26 | 2013-08-01 | $50,000 | $48,922 | $1,078 | $1,078 |
| LOOMIS SAYLES INVESTMENT GRD BOND FUND (SHARES 7824.726) | P | 2008-05-05 | 2013-05-21 | $100,000 | $92,410 | $7,590 | $7,590 |
| LOOMIS SAYLES INVESTMENT GRD BOND FUND (SHARES 1942.24) | P | 2008-05-05 | 2013-05-21 | $23,928 | $19,978 | $3,950 | $3,950 |
| LOOMIS SAYLES INVESTMENT GRD BOND FUND (SHARES 2961.545) | P | 2008-05-05 | 2013-11-15 | $36,486 | $34,976 | $1,510 | $1,510 |
| TEMPLETON GLOBAL BOND FUND (SHARES 1937.984) | P | 2011-04-26 | 2013-08-01 | $25,000 | $26,957 | -$1,957 | -$1,957 |
| CAPITAL GAINS DIVIDENDS | P | $19,154 | $19,154 | $19,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,649 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,875,157 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041330 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,617 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,576,546 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054307 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,845 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,881,107 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047230 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,699,822 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041769 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,874,564 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034675 | DistributionYr5Rt |
| Total Distribution | 0.219311 | TotalDistributionRt |
| Average Distribution | 0.043862 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,050,754 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,950 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,124 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $91,074 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,124 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,124 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $1,149 | 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 | 0 | 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 | CAROLE WILSON WEST | IndividualWithBooksNm |
| Phone | 9012899383 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6165 CHARTWELL LANE | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38120 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LEE WEST MORRIS | ||||||||
| 4354 WALNUT GROVE ROAD | MEMPHIS | TN | 38117 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARGARET HOATH WEST | ||||||||
| 6165 CHARTWELL LANE | MEMPHIS | TN | 38120 | SECRETARY | 0.00 | $0 | $0 | $0 |
| CAROLE WILSON WEST | ||||||||
| 6165 CHARTWELL LANE | MEMPHIS | TN | 38120 | TREASURER | 0.00 | $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 |
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 | $2,017,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,081,984 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,081,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,050,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,538 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,538 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,124 | TotalTaxAmt |
| Distributable Before Adj | $101,414 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $101,414 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $101,414 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,124 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,876 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,414 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $92,033 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $92,033 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $967 | 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 | $100,447 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| METHODIST HEALTH CARE FOUNDATION | |||||||
| 1211 UNION AVENUE | MEMPHIS | TN | 38104 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $25,000 |
| SHELBY COUNTY LAW ENFORCEMENT FOUNDATION | |||||||
| 530 OAK COURT DRIVE SUITE 365 | MEMPHIS | TN | 38117 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $25,000 |
| KINGDOM CATALYST | |||||||
| PO BOX 427 | CHICO | CA | 95927 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,000 |
| WESLEY SENIOR MINISTRIES | |||||||
| 1615 APPLING ROAD | CORDOVA | TN | 38016 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $7,500 |
| WINGS CANCER FOUNDATION INC | |||||||
| 100 N HUMPHREYS | MEMPHIS | TN | 38120 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $25,000 |
| CHRIST METHODIST CHURCH | |||||||
| 4488 POPLAR AVENUE | MEMPHIS | TN | 38117 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,114 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,649 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,782 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,782 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE ORGANIZATION IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY A PORTION OF THE UNDISTRIBUTED INCOME REMAINING AFTER THE ALLOCATION TO 2009 TO THE 2008 UNDISTRIBUTED INCOME. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $529,574 | EOYBookValueAmt |
| EOYFMV | $740,360 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,246,511 | BookValueAmt |
| EOYFMV | $1,395,190 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $8,380 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WITHHELD FOREIGN TAXES | CategoryTxt |
| Amt | $982 | Amt |
| Net Investment Income | $982 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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