PATRICIA AND RODES HART FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PATRICIA AND RODES HART FOUNDATION (EIN 62-1355032)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201431339349102073
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-13T13:30:06-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PURYEAR HAMILTON HAUSMAN & WOOD PLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11000 CORPORATE CENTRE DRIVE SUITEAddressLine1
CityFRANKLINCity
StateTNState
ZIP Code37067ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN621355032EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICIA AND RODES HART FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPATRBusinessNameControlTxt
Phone6153705801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 HILLSBORO ROADAddressLine1
CityBRENTWOODCity
StateTNState
ZIP Code37027ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRODES HARTPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6153705801PhoneNum
Signature2014-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD WOODPreparerPersonNm
PTINP00082166PTIN
Phone6157713600PhoneNum
Preparation2014-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,553,179FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,508,349ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,860InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,860InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$5,510,209TotalRevAndExpnssAmt
Total Net Invst Incm$1,860TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,450AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,450TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,757,370ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,757,370ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,759,820TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,757,370TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,750,389ExcessRevenueOverExpensesAmt
Net Investment Income$1,860NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,800,156SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,044,346SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,044,346SavAndTempCashInvstEOYFMVAmt
Other Investments EOY$1,506,199OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,508,833OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,800,156TotalAssetsBOYAmt
Total Assets EOY$5,550,545TotalAssetsEOYAmt
Total Assets EOYFMV$5,553,179TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,800,156RetainedEarningBOYAmt
Retained Earning EOY$5,550,545RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,800,156TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,550,545TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,800,156TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,550,545TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,800,156TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,750,389ExcessRevenueOverExpensesAmt
Subtotal$5,550,545SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,550,545TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,326,997AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$868,737NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.678598DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,647,970AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$123,181NetVlNoncharitableAssetsYr2Amt
Distribution Yr213.378443DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,251,627AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$103,094NetVlNoncharitableAssetsYr3Amt
Distribution Yr321.840524DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,197,938AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$132,902NetVlNoncharitableAssetsYr4Amt
Distribution Yr49.013694DistributionYr4Rt
Adjusted Qlfy Distri Yr5$338,419AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$173,660NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.948745DistributionYr5Rt
Total Distribution48.860004TotalDistributionRt
Average Distribution9.772001AverageDistributionRt
Net Vl Noncharitable Assets$1,400,637NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,687,026AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,687,045AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,757,370QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$37InvestmentIncomeExciseTaxAmt
Subtotal$37SubtotalAmt
Tax Based On Investment Income$37TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$258EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$258TotalPaymentsAndCreditsAmt
Overpayment$221OverpaymentAmt
Applied To ES Tax$221AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksH RODES HARTIndividualWithBooksNm
Phone6153705801PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13001 HILLSBORO ROADAddressLine1
CityBRENTWOODCity
StateTNState
ZIP Code37027ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICIA I HART
3001 HILLSBORO ROADBRENTWOODTN37027TRUSTEE1.00$0$0$0
H RODES HART
3001 HILLSBORO ROADBRENTWOODTN37027TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$125,736AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,296,231AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,421,967TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,421,967AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,330CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,400,637NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,032MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,032MinimumInvestmentReturnAmt
Tax Based On Investment Income$37TaxBasedOnInvestmentIncomeAmt
Total Tax$37TotalTaxAmt
Distributable Before Adj$69,995DistributableBeforeAdjAmt
Distributable Before Ded$69,995DistributableBeforeDedAmt
Distributable As Adjusted$69,995DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,757,370ExpensesAndContributionsAmt
Qualifying Distributions$1,757,370QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,757,370AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$69,995DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$329,746ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,191,297ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,246,476ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,641,815ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,263,587ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,672,921TotalExcessDistributionCyovAmt
Qualifying Distributions$1,757,370QualifyingDistributionsAmt
Applied To Current Year$69,995AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,687,375RemainingDistriFromCorpusAmt
Total Corpus$9,360,296TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$329,746ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,030,550ExcessDistriCyovToNextYrAmt
Excess From Year4$1,191,297ExcessFromYear4Amt
Excess From Year3$2,246,476ExcessFromYear3Amt
Excess From Year2$1,641,815ExcessFromYear2Amt
Excess From Year1$2,263,587ExcessFromYear1Amt
Excess From Current Year$1,687,375ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRODES PATRICIA HARTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALIVE HOSPICE
1718 PATTERSON STREETNASHVILLETN37203NONEPUB. CHARITYDONATION$1,000
ALL ABOUT WOMEN
PO BOX 198155NASHVILLETN37219NONEPUB. CHARITYDONATION$2,500
AMERICAN RED CROSS
2201 CHARLOTTE AVENUENASHVILLETN37203NONEPUB. CHARITYDONATION$5,000
ASPEN MUSIC FESTIVAL SC
225 MUSIC SCHOOL ROADASPENCO81611NONEPUB. CHARITYDONATION$10,000
BEST BUDDIES TENNESSEE
116 WILSON PIKE CIRCLEBRENTWOODTN37027NONEPUB. CHARITYDONATION$5,000
BRIDGES
PO BOX 1592FRANKLINTN37065NONEPUB. CHARITYDONATION$2,500
CENTER FOR LIVING AND LEARNING
PO BOX 50272NASHVILLETN37205NONEPUB. CHARITYDONATION$1,000
CHEEKWOOD
1200 FORREST PARK DRIVENASHVILLETN37205NONEPUB. CHARITYDONATION$2,500
CONSERVANCY FOR THE PARTHENON CEN
2565 PARK PLAZANASHVILLETN37203NONEPUB. CHARITYDONATION$200
COUGAR ATHLETIC CLUB INC
5050 MALLORY LANEFRANKLINTN37067NONEPUB. CHARITYDONATION$100
CROW CREEK VALLEY COMMUNITY CENTER
10225 SHERWOOD ROADSHERWOODTN37376NONEPUB. CHARITYDONATION$10,000
DAYSTAR MINISTRIES
2801 AZALEA PLACENASHVILLETN37204NONEPUB. CHARITYDONATION$51,000
DISCOVERY PLACE INC
1635 SPENCER MILL ROADBURNSTN37029NONEPUB. CHARITYDONATION$25,000
DOCTORS WITHOUT BORDERS
333 SEVENTH AVE 2ND FLNEW YORKNY10001NONEPUB. CHARITYDONATION$3,000
FAITH FAMILY MEDICAL CENTER
326 21ST AVE NNASHVILLETN37205NONEPUB. CHARITYDONATION$1,000
FIFTY FORWARD
174 RAINS AVENUENASHVILLETN37203NONEPUB. CHARITYDONATION$275,000
FRANKLIN FIRE FIGHTERS AS
PO BOX 1172FRANKLINTN37064NONEPUB. CHARITYDONATION$25
FRIENDS OF WARNER PARKS
50 VAUGHN ROADNASHVILLETN37221NONEPUB. CHARITYDONATION$1,125
GILDA'S CLUB NASHVILLE
1707 DIVISION STREETNASHVILLETN37203NONEPUB. CHARITYDONATION$600
GOLF CLUB OF TN SCH FUND
1000 GOLF CLUB DRIVEKINGSTON SPRINGSTN37082NONEPUB. CHARITYDONATION$500
HIGH HOPES
301 HIGH HOPES COURTFRANKLINTN37064NONEPUB. CHARITYDONATION$1,000
HOMEWORK HOTLINE
4805 PARK AVENUENASHVILLETN37209NONEPUB. CHARITYDONATION$500
MATTHEW TWENTY-FIVE
8 UNION STREETCATSKILLNY12414NONEPUB. CHARITYDONATION$1,000
METROPOLITAN MUSEUM
1000 FIFTH AVENUENEW YORKNY10028NONEPUB. CHARITYDONATION$88,320
NASHVILLE HUMANE SOCIETY
213 OCEOLA AVENUENASHVILLETN37209NONEPUB. CHARITYDONATION$1,000
NASHVILLE PUBLIC LIBRARY
615 CHURCH STREETNASHVILLETN37219NONEPUB. CHARITYDONATION$10,000
NASHVILLE PUBLIC RADIO
630 MAINSTREAM DRIVENASHVILLETN37228NONEPUB. CHARITYDONATION$5,250
NASHVILLE PUBLIC TELEVISION
161 RAINS AVENUENASHVILLETN37203NONEPUB. CHARITYDONATION$500
NASHVILLE SYMPHONY
1 SYMPHONY PLACENASHVILLETN37201NONEPUB. CHARITYDONATION$12,500
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENUENEW YORKNY10017NONEPUB. CHARITYDONATION$250
NEW HOPE ACADEMY
1820 DOWNS BLVDFRANKLINTN37064NONEPUB. CHARITYDONATION$1,500
OPPORTUNITIES INDUSTRIALIZATION CEN
1819 CHARLOTTE AVENUENASHVILLETN37203NONEPUB. CHARITYDONATION$1,000
PHILLIPS EXETER ACADEMY
20 MAIN STREETEXETERNH03833NONEPUB. CHARITYDONATION$12,500
PLANNED PARENTHOOD
50 VANTAGE WAY 102NASHVILLETN37228NONEPUB. CHARITYDONATION$3,500
ROOM IN THE INN
705 DREXEL STREETNASHVILLETN37203NONEPUB. CHARITYDONATION$75,000
SADDLE UP
1549 OLD HILLSBORO ROADFRANKLINTN37069NONEPUB. CHARITYDONATION$1,500
SECOND HARVEST FOOD BANK
331 GREAT CIRCLE ROADNASHVILLETN37228NONEPUB. CHARITYDONATION$50,000
SPECIAL OLYMPICS TN
1900 12TH AVENUE SOUTHNASHVILLETN37203NONEPUB. CHARITYDONATION$150
ST GEORGE'S
4715 HARDING ROADNASHVILLETN37205NONEPUB. CHARITYDONATION$1,000
STARS
1704 CHARLOTTE AVENUENASHVILLETN37203NONEPUB. CHARITYDONATION$75,000
THE CONTRIBUTOR
154 5TH AVENUE NNASHVILLETN37219NONEPUB. CHARITYDONATION$1,000
THE ENSWORTH SCHOOL
211 ENSWORTH AVENUENASHVILLETN37205NONEPUB. CHARITYDONATION$200,000
THE FRICK COLLECTION
1 EAST 70TH STREETNEW YORKNY10021NONEPUB. CHARITYDONATION$30,000
THE FRIST CENTER
919 BROADWAYNASHVILLETN37203NONEPUB. CHARITYDONATION$10,000
THE LEUKEMIA LYMPHOMA SOCIETY
1311 MAMARONECK AVEWHITE PLAINSNY10605NONEPUB. CHARITYDONATION$100
THE METROPOLITAN OPERA
30 LINCOLN CENTERNEW YORKNY10023NONEPUB. CHARITYDONATION$25,000
THE NASHVILLE ZOO
3777 NOLENSVILLE ROADNASHVILLETN37211NONEPUB. CHARITYDONATION$50,000
THE RETREAT
1221 WAYZATA BLVD EWAYZATAMN55391NONEPUB. CHARITYDONATION$75,000
THE SALVATION ARMY
631 DICKERSON PIKENASHVILLETN37207NONEPUB. CHARITYDONATION$5,000
UNITED WAY OF WILLIAMSON
209 GOTHIC COURT STE 107FRANKLINTN37067NONEPUB. CHARITYDONATION$101,000
VANDERBILT -VARIOUS
2301 VANDERBILT PLACENASHVILLETN37240NONEPUB. CHARITYDONATION$520,750
YOUTH VILLAGES
3310 PERIMETER HILL DRIVENASHVILLETN37211NONEPUB. CHARITYDONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,757,370TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,860ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,860ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,860TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRODES PATRICIA HARTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13001 HILLSBORO ROADAddressLine1
CityBRENTWOODCity
StateTNState
ZIP Code37027ZIPCode
FieldValueIRS element (for citing)
Total Contributions$5,508,349TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property87,825 SH OW GLOBAL SML & MID CANoncashPropertyDesc
Fair Market Value$1,506,199FairMarketValueAmt
Received2013-12-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$2,450Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

PATRICIA I HART
H RODES HART

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item87825 OW GLOBAL SMALL & MID CAP FDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,506,199BookValueAmt
EOYFMV$1,508,833EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonRODES PATRICIA HARTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 HILLSBORO ROADAddressLine1
CityBRENTWOODCity
StateTNState
ZIP Code37027ZIPCode

Comments

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