NISSAN FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NISSAN FOUNDATION (EIN 95-4413799)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-01
- IRS object ID
- 201123059349100702
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-01T12:56:43-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 E THOUSAND OAKS BLVD STE 100 | AddressLine1 |
| City | WESTLAKE VILLAGE | City |
| State | CA | State |
| ZIP Code | 91362 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954413799 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NISSAN FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O BILL SCOTT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NISS | NameControl |
| Phone | 6157251501 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 685001 | AddressLine1 |
| Address Line2 | MAILSTOP B5B | AddressLine2 |
| City | FRANKLIN | City |
| State | TN | State |
| ZIP Code | 370765001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | john dab | Name |
| Title | president | Title |
| Date Signed | 2011-10-26 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | susan p jacobson | Name |
| Phone | 8053748555 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 12385306 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 564386 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 564386 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -43229 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 649256 | GrossSalesPrice |
| Total Revenue And Expenses | 521157 | TotalRevenueAndExpenses |
| Total Net Investment Income | 564386 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4178 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4178 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7500 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7500 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 5491 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5491 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 125 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 125 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 17294 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17294 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 638000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 638000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 655294 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17294 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 638000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -134137 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 547092 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12193 | CashBOY |
| Cash EOY | 1900 | CashEOY |
| Cash EOYFMV | 1900 | CashEOYFMV |
| Investments Other BOY | 11958816 | InvestmentsOtherBOY |
| Investments Other EOY | 11828103 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 12383406 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 11971009 | TotalAssetsBOY |
| Total Assets EOY | 11830003 | TotalAssetsEOY |
| Total Assets EOYFMV | 12385306 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Permanently Restricted BOY | 11971009 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 11830003 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 11971009 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11830003 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11971009 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11830003 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11971009 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -134137 | ExcessOfRevenueOverExpenses |
| Subtotal | 11836872 | Subtotal |
| Other Decreases | 6869 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 11830003 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 66.89 MFO LOOMIS SAYLES FDS II | P | 2010-10-26 | 2011-01-14 | 1000 | 994 | 6 | 6 |
| 87.03 MFO PIMCO FDS PAC INVT | P | 2010-10-29 | 2011-01-14 | 1000 | 1020 | -20 | -20 |
| 87.18 MFO WESTERN ASSET CORE | P | 2010-10-29 | 2011-01-14 | 1000 | 1012 | -12 | -12 |
| 1313.18/ MFO BLACKROCK FDS HIG | P | 2011-04-29 | 2011-06-28 | 10098 | 10400 | -302 | -302 |
| 5382.72 MFO LOOMIS SAYLES FDS | P | 2011-06-21 | 2011-06-28 | 81979 | 81504 | 475 | 475 |
| 8543.67 MFO PIMCO FDS PAC INVT | P | 2011-05-31 | 2011-06-28 | 98423 | 98307 | 116 | 116 |
| 9059.83 MFO WESTERN ASSET CORE | P | 2011-05-31 | 2011-06-28 | 106000 | 104789 | 1211 | 1211 |
| 142.55 MFO ADVISORS INNER | P | 2007-12-13 | 2011-01-14 | 2000 | 2532 | -532 | -532 |
| 128.54 MFO BLACKROCK FDS HIGH | P | 2006-04-04 | 2011-01-14 | 1000 | 1015 | -15 | -15 |
| 56.09 REORG DWS ADVISOR NC | P | 2006-12-16 | 2011-01-14 | 1000 | 1456 | -456 | -456 |
| 7464.79 MFO ADVISORS INNER CIR | P | 2007-12-13 | 2011-06-28 | 106000 | 130850 | -24850 | -24850 |
| 12600.99 MFO BLACKROCK FDS HIG | P | 2006-04-04 | 2011-06-28 | 96902 | 99548 | -2646 | -2646 |
| 1642.89 MFO LOOMIS SAYLES FDS | P | 2008-05-30 | 2011-06-28 | 25021 | 24149 | 872 | 872 |
| 657.72 MFO PIMCO FDS PAC INVT | P | 2006-04-04 | 2011-06-28 | 7577 | 7234 | 343 | 343 |
| 5497.93 MFO DWS SECS TR RREEF | P | 2007-09-21 | 2011-06-28 | 106000 | 127331 | -21331 | -21331 |
| MISC PIMCO REVERSAL | P | 2006-04-04 | 2011-06-28 | 31 | 31 | 31 | |
| MISC RETURN OF CAPITAL PIMCO | P | 2006-04-04 | 2011-04-01 | 344 | -344 | -344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -43229 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 572479 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10886515 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052586 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 462857 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8862037 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052229 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 535458 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 10375926 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051606 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 497136 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9657859 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051475 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 435284 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8375552 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051971 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.259867 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051973 | AverageDistributionRatio |
| Net Noncharitable Assets | 12123413 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 630090 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5471 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 635561 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 638000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 5471 | InvestmentIncomeExciseTax |
| Subtotal | 5471 | Subtotal |
| Tax Based On Investment Income | 5471 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6024 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6024 | TotalCreditsAndPayments |
| Overpayment | 553 | Overpayment |
| Amount Credited To Next Year | 553 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | WWW.NISSANUSA.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NISSAN FNDTN BILL SCOTT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6157251501 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NISSAN WAY | AddressLine1 |
| City | FRANKLIN | City |
| State | TN | State |
| ZIP Code | 37067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (17 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ALFONSO ALBAISA | ||||||
| 9800 CAMPUS POINT DRIVE | SAN DIEGO | CA | 92121 | DIRECTOR | 0 | 0 |
| SCOTT BECKER | ||||||
| PO BOX 685001 | FRANKLIN | TN | 370685001 | PRESIDENT | 0 | 0 |
| HOLLY BRACCO | ||||||
| 39001 SUNRISE DRIVE | FARMINGTON HILLS | MI | 48331 | DIRECTOR | 0 | 0 |
| JOHN M DAB | ||||||
| PO BOX 685001 | FRANKLIN | TN | 370685001 | SECRETARY | 0 | 0 |
| TONY LUCENTE | ||||||
| PO BOX 685001 | FRANKLIN | TN | 370685001 | DIRECTOR | 0 | 0 |
| STEPHANIE VALDEZ-STREATY | ||||||
| PO BOX 685001 | FRANKLIN | TN | 370685001 | FOUNDATION ADMINISTRATOR | 0 | 0 |
| JEFFREY WEBSTER | ||||||
| 300 NISSAN DRIVE | CANTON | MS | 39046 | DIRECTOR | 0 | 0 |
| MARK PERRY | ||||||
| PO BOX 685001 | FRANKLIN | TN | 370685001 | DIRECTOR | 0 | 0 |
| SCOTT H WILLIAM JR | ||||||
| POBOX 685001 | FRANKLIN | TN | 370685001 | TREASURER | 0 | 0 |
| GEORGE VAZQUEZ | ||||||
| POBOX 685001 | FRANKLIN | TN | 370685001 | DIRECTOR | 0 | 0 |
| BRYAN DUMAIS | ||||||
| 1501 COTTONTAIL LANE | SOMERSET | NJ | 08873 | DIRECTOR | 0 | 0 |
| GARY FRIGO | ||||||
| 1501 COTTONTAIL LINE | SOMERSET | NJ | 08873 | DIRECTOR | 0 | 0 |
| FELICIA JOHNSON | ||||||
| 8900 FREEPORT PARKWAY | IRVING | TX | 75063 | DIRECTOR | 0 | 0 |
| RICH LATEK | ||||||
| PO BOX 685001 | FRANKLIN | TN | 370685001 | DIRECTOR | 0 | 0 |
| DAVID REUTER | ||||||
| PO BOX 685001 | FRANKLIN | TN | 370685001 | VICE PRESIDENT | 0 | 0 |
| BRADLEY D THACKER | ||||||
| 983 NISSAN DRIVE | SMYRNA | TN | 37167 | DIRECTOR | 0 | 0 |
| PAULA WELLS | ||||||
| PO BOX 685001 | FRANKLIN | TN | 370685001 | DIRECTOR | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 12297713 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10320 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12308033 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12308033 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 184620 | CashDeemedCharitable |
| Net Noncharitable Assets | 12123413 | NetNoncharitableAssets |
| Minimum Investment Return | 606171 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 606171 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5471 | TaxBasedOnInvestmentIncome |
| Total Tax | 5471 | TotalTax |
| Distributable Amount Before Adj | 600700 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 600700 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 600700 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 638000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 638000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 5471 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 632529 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 600700 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 22938 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 25971 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 31546 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 32881 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 40195 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 153531 | TotalExcessDistriCarryover |
| Qualifying Distributions | 638000 | QualifyingDistributions |
| Applied To Current Year | 600700 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 37300 | RemainingDistriFromCorpus |
| Total Corpus | 190831 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 22938 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 167893 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 25971 | ExcessFromYear4 |
| Excess From Year3 | 31546 | ExcessFromYear3 |
| Excess From Year2 | 32881 | ExcessFromYear2 |
| Excess From Year1 | 40195 | ExcessFromYear1 |
| Excess From Current Year | 37300 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| BAYSIDE COMMUNITY CENTER | |||||||
| 2202 COMSTOCK STREET | SAN DIEGO | CA | 92171 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $15,000 | |
| JAPANESE AMERICAN NATIONAL MUSEUM | |||||||
| 369 EAST FIRST STREET | LOS ANGELES | CA | 90012 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $10,000 | |
| 100 BLACK MEN OF JACKSON | |||||||
| 5360 HIGHLAND DRIVE | JACKSON | MS | 39286 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $30,000 | |
| BOYS & GIRLS CLUB OF MIDDLE TENNESSE | |||||||
| PO BOX 110268 | NASHVILLE | TN | 37222 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $35,000 | |
| AUTRY NATIONAL CENTER | |||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 900271462 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $15,000 | |
| DISCOVERY CENTER | |||||||
| 502 SOUTHEAST BROAD STREET | MURFREESBURO | TN | 37130 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $40,000 | |
| INTERNATIONAL MUSEUM OF CULTURES | |||||||
| 7500 WEST CAMP WISDOM ROAD | DALLAS | TX | 75236 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $25,000 | |
| CHINESE AMERICAN MUSEUM | |||||||
| 425 NORTH LOS ANGELES STREET | LOS ANGELES | CA | 90012 | 501 (C)(3) TAX EXEMP | SEE ATTACHMENT 8 | $15,000 | |
| DETROIT SCIENCE CENTER | |||||||
| 5020 JOHN R STREET | DETROIT | MI | 48202 | 501 (C)(3) TAX EXEMP | SEE ATTACHMENT 8 | $15,000 | |
| BOYS & GIRLS CLUB OF GREATER FORT WORTH | |||||||
| 3218 EAST BELKAP STREET | FORT WORTH | TX | 76111 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $20,000 | |
| BROOKLYN CHILDREN'S MUSEUM | |||||||
| 145 BROOKLYN AVENUE | BROOKLYN | NY | 11213 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $30,000 | |
| THE NATIONAL BLACK ARTS FESTIVAL | |||||||
| 1230 PEACHTREE STREET NE SUITE 500 | ATLANTA | GA | 30309 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $20,000 | |
| JOBS FOR MISSISSIPPI GRADUATES | |||||||
| 6055 RIDGEWOOD ROAD | JACKSON | MS | 39211 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $30,000 | SUITE A |
| LA OPERA | |||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $10,000 | |
| GLOBAL EDUCATION CENTER | |||||||
| 4822 CHARLOTTE AVENUE | NASHVILLE | TN | 37209 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $25,000 | |
| NASHVILLE PUBLIC TELEVISION | |||||||
| 161 RAINS AVENUE | NASHVILLE | TN | 37203 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $60,000 | |
| SAN DIEGO MUSEUM OF MAN | |||||||
| 1350 EL PRADO BALBOA PARK | SAN DIEGO | CA | 92101 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $10,000 | |
| TUPAC AMARU SHAKUR FOUNDATION | |||||||
| 5616 MEMORIAL DRIVE | STONE MOUNTAIN | GA | 30083 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $10,000 | |
| INTERNATIONAL MUSEUM OF MUSLIM CULTURES | |||||||
| 201 EAST PASCAGOUIA STREET | JACKSON | MS | 39201 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $30,000 | |
| TENNESSEE IMMIGRANT & REFUGEE RIGHTS COALITION | |||||||
| 442 METROPLEX DR BLDG D | NASHVILLE | TN | 37211 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $20,000 | |
| COBB ENERGY PERFORMING ARTS CENTRE FOUNDATION | |||||||
| 2800 GALLERIA PARKWAY | ATLANTA | GA | 30339 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $10,000 | |
| NEW YORK UNIVERSITY GLUCKSMAN IRELAND HOUSE | |||||||
| 726 BROADWAY | NEW YORK | NY | 10003 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $10,000 | |
| FIRST CENTER VISUAL ARTS | |||||||
| 919 BROADWAY | NASHVILLE | TN | 37302 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $20,000 | |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA SUITE 240 | LOS ANGELES | CA | 90012 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $5,000 | |
| JEWISH CHILDREN'S MUSEUM | |||||||
| 792 EASTERN PARKWAY | BROOKLYN | NY | 11213 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $20,000 | |
| COMMUNITY HOUSE ASSOCIATION | |||||||
| 380 SOUTH BATES STREET | BIRMINGHAM | MI | 48009 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $15,000 | |
| OASIS CENTER | |||||||
| 1704 CHARLOTTE AVENUE SUITE 200 | NASHVILLE | TN | 37203 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $50,000 | |
| NATIONAL MULTICULTURAL WESTERN HERITAGE MUSEUM | |||||||
| 2401 SCOTT AVENUE | FORT WORTH | TX | 76103 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $20,000 | |
| TENNESSEE FOREIGN LANGUAGE INSTITUTE FUND INC | |||||||
| 227 FRENCH LANDING SUITE 100 | NASHVILLE | TN | 37228 | 501(C)(3) TAX EXEMPT | SEE ATTACHMENT 8 | $23,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 638000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | No future grants approved | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 685001 | AddressLine1 |
| City | Franklin | City |
| State | TN | State |
| ZIP Code | 37076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | No future grants approved | PurposeOfGrantOrContribution |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $564,386 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$43,229 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $521,157 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 521157 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | Not applicable | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,178 | Amount |
| Net Investment Income | 4178 | NetInvestmentIncome |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NORTHERN TRUST INVESTMENTS | CategoryOrItem |
| Book Value | 11828103 | BookValue |
| EOYFMV | 12383406 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENTS FOR ACCRUED INCOME | Description |
| Amount | $6,869 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 125 | RevenueAndExpensesPerBooks |
| Net Investment Income | 125 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $7,500 | Amount |
| Net Investment Income | 7500 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON NET INVESTMENT I | Category |
| Amount | $5,491 | Amount |
| Net Investment Income | 5491 | NetInvestmentIncome |
Comments