THE JONES HERTIAGE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE JONES HERTIAGE FOUNDATION INC (EIN 62-0789892)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-23
- IRS object ID
- 202630549349100418
- Schema version
- 2024v5.5
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-23T13:32:09-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | LBMC PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1869 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370241869 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620789892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREVECCA TOWERS INC | BusinessNameLine1Txt |
| Business Name Line2 | DBA THE JONES HERITAGE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TREV | BusinessNameControlTxt |
| Phone | 6152446911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 QUIET PLACE RD | AddressLine1Txt |
| City | HUNTINGDON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38344 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD JONES | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6152446911 | PhoneNum |
| Signature | 2026-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER J WILLIAMS | PreparerPersonNm |
| PTIN | P00366288 | PTIN |
| Phone | 6153774600 | PhoneNum |
| Preparation | 2026-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,963,755 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $508 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $508 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $871,620 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $871,620 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $37,900 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $37,900 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$440,232 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,336,461 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,522,477 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,336,461 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,246,489 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,246,489 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $771,673 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $77,167 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $540,171 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $75,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $75,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,934 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,693 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $811 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $81 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,259 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $284,277 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $281,038 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,207 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,921 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $34,445 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $43,689 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $43,689 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,015 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,112 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $526,739 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $271,330 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,821,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $754,919 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $574,616 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,210,737 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,210,737 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,032,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $754,919 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,785,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$785,964 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,491,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $487,283 | CashBOYAmt |
| Cash EOY | $95,097 | CashEOYAmt |
| Cash EOYFMV | $95,097 | CashEOYFMVAmt |
| Corporate Stock BOY | $29,715,030 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,330,495 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,654,966 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,213,711 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,000,019 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $223,195 | LandBOYAmt |
| Land EOY | $213,692 | LandEOYAmt |
| Land EOYFMV | $213,692 | LandEOYFMVAmt |
| Total Assets BOY | $30,425,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,639,284 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,963,755 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,436 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,176 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,436 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,176 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,418,072 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $29,632,108 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,418,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,632,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,425,508 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,639,284 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,418,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$785,964 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,632,108 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,632,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MATSON INVESTMENT ACCOUNT | P | 2023-06-30 | 2025-06-30 | $9,160,155 | $8,186,016 | $974,139 | $974,139 |
| CAPITAL GAIN DISTRIBUTIONS | P | $362,322 | $362,322 | $362,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,336,461 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,733 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,733 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,099 | EsPenaltyAmt |
| Overpayment | $8,168 | OverpaymentAmt |
| Applied To ES Tax | $8,168 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6153517708 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 QUIET PLACE RD | AddressLine1Txt |
| City | HUNTINGDON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38344 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DR EDWARD H WHITTINGTON | ||||||||
| 200 QUIET PLACE RD | HUNTINGDON | TN | 38344 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DANIEL M HATFIELD | ||||||||
| 200 QUIET PLACE RD | HUNTINGDON | TN | 38344 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES MALCOLM AULT | ||||||||
| 200 QUIET PLACE RD | HUNTINGDON | TN | 38344 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| MARY FRANCES RUDY | ||||||||
| 200 QUIET PLACE RD | HUNTINGDON | TN | 38344 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER HARE | ||||||||
| 200 QUIET PLACE RD | HUNTINGDON | TN | 38344 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RONALD JONES | ||||||||
| 200 QUIET PLACE RD | HUNTINGDON | TN | 38344 | CEO/CHAIRMAN OF THE BOARD | 40.00 | $339,000 | $0 | $0 |
| BRANDON JONES | ||||||||
| 200 QUIET PLACE RD | HUNTINGDON | TN | 38344 | CHIEF FINANCIAL OFFICER | 40.00 | $210,567 | $0 | $0 |
| TYLER JONES | ||||||||
| 200 QUIET PLACE RD | HUNTINGDON | TN | 38344 | CHIEF OPERATING OFFICER | 40.00 | $210,567 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY STAGGS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 QUIET PLACE RD | AddressLine1Txt |
| City | HUNTINGDON | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | KEY EMPLOYEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $75,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $34,499,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $819,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,319,236 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,319,236 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $529,789 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,789,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,739,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,739,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,733 | TotalTaxAmt |
| Distributable Before Adj | $1,718,739 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,718,739 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,718,739 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,785,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,785,353 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,718,739 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,785,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,718,739 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,614 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,614 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,614 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $66,614 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANCORA TN | ||||||
| PO BOX 7 | NASHVILLE | TN | 37080 | PUBLIC CHARITY | TO NURTURE SURVIVOR HEALING AND STRATEGICALLY COMBAT HUMAN TRAFFICKING IN TENNESSEE. | $37,131 |
| BLUE MONARCH | ||||||
| PO BOX 1207 | MONTEAGLE | TN | 37356 | PUBLIC CHARITY | RESIDENTIAL AND THERAPEUTIC CHRISTIAN COMMUNITY FOR WOMEN AND CHILDREN | $20,000 |
| CROSSBRIDGE | ||||||
| 35 LINDSAY AVENUE | NASHVILLE | TN | 37210 | PUBLIC CHARITY | RELIGIOUS PURPOSES | $10,600 |
| DEEP CULTURE | ||||||
| 1036 W KIRKLAND AVE STE 101 | NASHVILLE | TN | 37216 | PUBLIC CHARITY | CURATING EXPERIENCES THAT ACTIVATE TRANSFORMATION OF SELF, COMMUNITY, AND PLANET | $10,000 |
| EKIDS | ||||||
| 11 COLLEGE STREET | NASHVILLE | TN | 37061 | PUBLIC CHARITY | HELPING PEOPLE BELIEVE, BELONG, TRUST, AND COME TO BE WHO GOD CALLED THEM TO BE | $40,000 |
| ERIN CHURCH OF THE NAZARENE | ||||||
| 11 COLLEGE STREET | ERIN | TN | 37061 | PUBLIC CHARITY | HELPING PEOPLE BELIEVE, BELONG, TRUST, AND COME TO BE WHO GOD CALLED THEM TO BE | $10,134 |
| ERIN ROTARY FOUNDATION | ||||||
| 725 BETHANY RD | ERIN | TN | 37061 | PUBLIC CHARITY | CHILD LITERACY | $835 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 870 LEEDS RD | KANSAS CITY | MO | 64129 | PUBLIC CHARITY | TO LEAD EVERY COACH AND ATHLETE INTO A GROWING RELATIONSHIP WITH JESUS CHRIST AND HIS CHURCH | $10,000 |
| FRANKLIN ROAD ACADEMY | ||||||
| 4700 FRANKLIN PIKE | NASHVILLE | TN | 37220 | PUBLIC CHARITY | FRANKLIN ROAD ACADEMY PROVIDES A CHALLENGING EDUCATIONAL EXPERIENCE IN AN INCLUSIVE CHRISTIAN COMMUNITY WITH AN UNWAVERING COMMITMENT TO DEVELOP LEADERS OF INTEGRITY AND PURPOSE | $12,450 |
| MIDSOUTH DISTRICT CHURCH OF THE NAZARENE | ||||||
| 70 HART ST STE 101 | NASHVILLE | TN | 37210 | PUBLIC CHARITY | GENERAL FUND | $500,000 |
| REFUGE FOUNDATION | ||||||
| PO BOX 1857 | BILLINGS | MT | 59103 | PUBLIC CHARITY | SERVING SERVANTS | $50,378 |
| TCC | ||||||
| 335 MURFREESBORO PIKE | NASHVILLE | TN | 37210 | PUBLIC CHARITY | RELIGIOUS PURPOSES | $450,000 |
| THE ADOPTION PROJECT | ||||||
| 1585 W WEBB RD | EAGLEVILLE | TN | 37060 | PUBLIC CHARITY | BUILDING FAMILIES THROUGH ADOPTION AND FOSTER CARE | $13,480 |
| TREVECCA NAZARENE UNIVERSITY | ||||||
| 333 MURFREESBORO ROAD | NASHVILLE | TN | 37210 | PUBLIC CHARITY | PROVIDING EDUCATION FOR LEADERSHIP AND SERVICE | $20,000 |
| WAVERLY CHURCH OF THE NAZARENE | ||||||
| 693 AIRPORT RD | WAVERLY | TN | 37185 | PUBLIC CHARITY | WCN IS A SENT COMMUNITY EMBODYING CHRIS-LIKE TRANSFORMATION THROUGHOUT HUMPHREYS COUNTY AND BEYOND BY CALLING PEOPLE TO BELONG TO THE COMMUNITY OF CHRIST, BELIEVE IN THE PERSON OF CHRIST, AND BECOME THE MISSION OF CHRIST. | $10,000 |
| MONTGOMERY CO CATTLEMAN'S ASSOCIATION | ||||||
| P OBOX 30806 | CLARKSVILLE | TN | 37040 | PUBLIC CHARITY | MONTGOMERY CO. CATTLEMAN'S ASSOCIATION PAYS FOR AND FACILITATES OUR COUNTY TO HAVE A 4H PROGRAM AND RESOURCES IN OUR SCHOOL SYSTEM | $1,200 |
| PHOENIX CLUB OF NASHVILLE | ||||||
| 73 WHITE BRIDGE ROAD STE 103-126 | NASHVILLE | TN | 37205 | PUBLIC CHARITY | TO SUPPORT PROGRAMMATIC SERVICES THAT PROVIDE SOBER PEER SUPPORT, RECOVERY-ORIENTED ACTIVITIES, AND COMMUNITY ENGAGEMENT OPPORTUNITIES FOR INDIVIDUALS IN RECOVERY FROM SUBSTANCE USE DISORDERS. | $8,500 |
| WILDLAND FIREFIGHTERS FOUNDATION | ||||||
| 2393 W AIRPORT WAY | BOISE | ID | 83705 | PUBLIC CHARITY | TO SUPPORT DIRECT ASSISTANCE AND SUPPORT PROGRAMS FOR WILDLAND FIREFIGHTERS AND THEIR FAMILIES IMPACTED BY INJURY, ILLNESS, OR LOSS SUSTAINED IN THE PERFORMANCE OF WILDFIRE SUPPRESSION AND EMERGENCY RESPONSE DUTIES. | $1,029 |
| AERIAL RECOVERY | ||||||
| 4235 HILLSBORO PIKE STE 300 | NASHVILLE | TN | 37215 | PUBLIC CHARITY | TO SUPPORT HUMANITARIAN RELIEF AND EMERGENCY RESPONSE EFFORTS FOR VULNERABLE POPULATIONS IMPACTED BY DISASTERS AND HUMANITARIAN CRISES. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,210,737 | 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 | $508 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $871,620 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$440,232 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,336,461 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,768,357 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,768,357 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $38,259 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES AND INVESTMENTS | StockNm |
| EOY Book Value | $29,330,495 | EOYBookValueAmt |
| EOYFMV | $35,654,966 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL EXPENSES | $730 | $0 | $0 |
| LEGAL FEES | $81 | $81 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $18,068 | $0 | $0 |
| INTEREST | $784 | $0 | $0 |
| INSURANCE | $180,537 | $0 | $0 |
| TELEPHONE | $22,287 | $0 | $0 |
| REPAIRS | $18,795 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $2,805 | $0 | $0 |
| MEALS | $7,266 | $0 | $0 |
| AUTO EXPENSES | $1,359 | $0 | $0 |
| POSTAGE | $194 | $0 | $0 |
| STORAGE EXPENSE | $1,887 | $0 | $0 |
| OTHER EXPENSES | $1,427 | $0 | $0 |
| AUTO EXPENSES | $12,229 | $12,229 | $0 |
| INSURANCE EXPENSE | $97,764 | $97,764 | $0 |
| MEALS AND ENTERTAINMENT | $807 | $807 | $0 |
| OFFICE EXPENSE | $2,008 | $2,008 | $0 |
| OTHER EXPENSES | $158 | $158 | $0 |
| PAYROLL ADMIN FEE | $360 | $360 | $0 |
| POSTAGE EXPENSE | $10 | $10 | $0 |
| REPAIRS AND MAINTENANCE | $116,884 | $116,884 | $0 |
| STORAGE EXPENSE | $0 | $0 | $0 |
| TELEPHONE EXPENSE | $2,476 | $2,476 | $0 |
| UTILITIES | $38,294 | $38,294 | $0 |
| PERMITS | $340 | $340 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $276,787 | $276,787 | $0 |
| PAYROLL ADMIN FEES | $3,239 | $0 | $0 |
| PROFESSIONAL FEES | $4,251 | $4,251 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $44,286 | $0 | $34,445 |
| PAYROLL TAXES | $4,921 | $4,921 | $0 |
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