TWEED FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TWEED FAMILY FOUNDATION INC (EIN 83-0976486)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-18
- IRS object ID
- 202622309349100732
- Schema version
- 2025v4.2
- Note
- A later return for the same period supersedes this one.
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-18T14:46:46-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620647474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKBURN CHILDERS & STEAGALL PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 541 SID MARTIN ROAD SUITE C | AddressLine1Txt |
| City | JOHNSON CITY | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830976486 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWEED FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TWEE | BusinessNameControlTxt |
| Phone | 4237851251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 GLENFIELD TRAIL | AddressLine1Txt |
| City | GREENEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37745 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN TWEED | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4237851251 | PhoneNum |
| Signature | 2026-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH PRESNELL | PreparerPersonNm |
| PTIN | P01269151 | PTIN |
| Phone | 4232824511 | PhoneNum |
| Preparation | 2026-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,974,706 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $256,940 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,181 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,181 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $252,625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $252,625 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $275,583 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,293,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $275,583 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,616 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,616 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $798,945 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $542,005 | 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 |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $746 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $746 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,851 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,702 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,507 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,487 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,189 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,966 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $455,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $455,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $544,774 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,189 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $459,436 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $254,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $461,816 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,051,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,541 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,541 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,409,319 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,831,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,271,231 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $980,110 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,559,230 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,582,934 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,440,643 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,511,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,974,706 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,440,643 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,511,294 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,440,643 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,511,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,440,643 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,511,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,440,643 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $254,171 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,694,814 | SubtotalAmt |
| Other Decreases | $183,520 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,511,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SOUTHEASTERN TRUST | P | $422,582 | $403,582 | $19,000 | $19,000 |
| SOUTHEASTERN TRUST | P | $785,351 | $526,705 | $258,646 | $258,646 |
| CHARLES SCHWAB | P | $4,293 | $4,293 | $0 | $0 |
| CHARLES SCHWAB | P | $39,879 | $34,499 | $5,380 | $5,380 |
| CHARLES SCHWAB | P | $41,613 | $37,694 | $3,919 | $3,919 |
| ACL ALTERNATIVE FUND SAC LIMITED K-1 | P | -$4,566 | -$4,566 | ||
| ACL ALTERNATIVE FUND SAC LIMITED K-1 | P | -$6,849 | -$6,849 | ||
| SOVEREIGN'S CAPITAL LOWER MIDDLE MARKET FUND II K-1 | P | $53 | $53 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $275,583 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,419 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,419 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,419 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,515 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $96 | OverpaymentAmt |
| Applied To ES Tax | $96 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TWEEDFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY TWEED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4237831251 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 GLENFIELD TRAIL | AddressLine1Txt |
| City | GREENEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37745 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN TWEED | ||||||||
| 129 GLENFIELD TRAIL | GREENEVILLE | TN | 37745 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KIMBERLY TWEED | ||||||||
| 129 GLENFIELD TRAIL | GREENEVILLE | TN | 37745 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BRIDGET LOLLAR | ||||||||
| 204 GALWAY COURT | GREENEVILLE | TN | 37745 | TREASURER | 1.00 | $0 | $0 | $0 |
| JOSEPH TWEED | ||||||||
| 129 GLENFIELD TRAIL | GREENEVILLE | TN | 37745 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TAYLOR WADDELL | ||||||||
| 1507 SUN VALLEY DR | GREENEVILLE | TN | 37745 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HALLE TWEED | ||||||||
| 129 GLENFIELD TRAIL | GREENEVILLE | TN | 37745 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JANCIE PAINTER | ||||||||
| 270 LORI CIRCLE | CHUCKEY | TN | 37641 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SAMANTHA HUGHES | ||||||||
| 1104 SYCAMORE CREEK DR | JONESBOROUGH | TN | 37659 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $7,430,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,541 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,551,128 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,551,128 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,267 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,437,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $371,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $371,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,419 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,419 | TotalTaxAmt |
| Distributable Before Adj | $365,474 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $365,474 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $365,474 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $459,436 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $459,436 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $365,474 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $6,939 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $393,349 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $400,288 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $459,436 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $365,474 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,962 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $494,250 | 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 | $494,250 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $6,939 | ExcessFromYear2Amt |
| Excess From Year1 | $393,349 | ExcessFromYear1Amt |
| Excess From Current Year | $93,962 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN TWEED | ContributingManagerNm |
| Contributing Manager | KIMBERLY TWEED | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BALLAD HEALTH FOUNDATION | |||||||
| 1019 W OAKLAND AVE SUITE 2 | JOHNSON CITY | TN | 37604 | NONE | PC | GENERAL SUPPORT | $20,000 |
| BOYS AND GIRLS CLUB OF GREENE COUNTY | |||||||
| PO BOX 1977 | GREENEVILLE | TN | 37744 | NONE | PC | GENERAL SUPPORT | $15,000 |
| CHILDREN'S ADVOCACY CENTER 3RD JUDICIAL DISTRICT | |||||||
| 200 MAIN STREET | MOSHEIM | TN | 37818 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CUMBERLAND HEIGHTS FOUNDATION | |||||||
| PO BOX 90727 | NASHVILLE | TN | 37209 | NONE | PC | GENERAL SUPPORT | $30,000 |
| DOE RIVER GORGE | |||||||
| 220 DOE RIVER GORGE RD | HAMPTON | TN | 37658 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FCA TRI CITIES | |||||||
| PO BOX 3570 | JOHNSON CITY | TN | 37602 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FIRST PRIORITY OF AMERICA | |||||||
| PO BOX 473 | BRENTWOOD | TN | 37027 | NONE | PC | GENERAL SUPPORT | $63,950 |
| GREENE YOUNG LIFE CENTER | |||||||
| 1102 E CHURCH ST | GREENEVILLE | TN | 37745 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HOLSTON UNITED METHODIST HOME FOR CHILDREN | |||||||
| PO BOX 188 | GREENEVILLE | TN | 37744 | NONE | PC | GENERAL SUPPORT | $20,000 |
| ISAIAH 117 HOUSE | |||||||
| PO BOX 842 | ELIZABETHTON | TN | 37644 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JEREMIAH SCHOOL | |||||||
| 1502 KNOB CREEK RD | JOHNSON CITY | TN | 37604 | NONE | PC | GENERAL SUPPORT | $20,000 |
| LYDIA'S MISSION | |||||||
| 6724 PERIMETER LOOP RD SUITE 139 | DUBLIN | OH | 43017 | NONE | PC | GENERAL SUPPORT | $19,520 |
| PROVIDENCE ACADEMY | |||||||
| 2788 CARROLL CREEK ROAD | JOHNSON CITY | TN | 37615 | NONE | PC | GENERAL SUPPORT | $25,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $15,000 |
| ST JUDE CHILDRENS HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE HOPE CENTER | |||||||
| 314 TUSCULUM BLVD | GREENEVILLE | TN | 37743 | NONE | PC | GENERAL SUPPORT | $20,000 |
| THE MIDST | |||||||
| 2506 SOUTH ROAN STREET | JOHNSON CITY | TN | 37601 | NONE | PC | GENERAL SUPPORT | $50,000 |
| THE WELL INC | |||||||
| PO BOX 181 | JOHNSON CITY | TN | 37605 | NONE | PC | GENERAL SUPPORT | $25,000 |
| UNITED WAY GREENE COUNTY | |||||||
| 115 ACADEMY ST | GREENEVILLE | TN | 37745 | NONE | PC | GENERAL SUPPORT | $15,000 |
| EAST GREENE FREEWILL BAPTIST CHURCH | |||||||
| 1641 KISER BLVD | GREENEVILLE | TN | 37745 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MY NEIGHBORS HOUSE | |||||||
| 1325 KINGSPORT HIGHWAY | GREENEVILLE | TN | 37745 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SUNDOWN ON DEPOT | |||||||
| 1893 JIM FOX RD | GREENEVILLE | TN | 37743 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TIM TEBOW FOUNDATION | |||||||
| 12735 GRAN BAY PKKWY SUITE 130-A | JACKSONVILLE | FL | 32258 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TUSCULUM UNIVERSITY - CHRISTIAN LEADERSHIP INSTITUTE | |||||||
| 60 SHILOH ROAD | GREENEVILLE | TN | 37745 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GRACE BAPTIST CHURCH | |||||||
| 612 COLLINS DR | JOHNSON CITY | TN | 37604 | NONE | PC | GENERAL SUPPORT | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $455,470 | 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 | $2,181 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252,625 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $11,616 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $275,583 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $542,005 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $542,005 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN AND KIMBERLY TWEED | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 GLENFIELD TRAIL | AddressLine1Txt |
| City | GREENEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $256,940 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 431 SHS HOWMET AEROSPACE INC STOCK, 47 SHS NETFLIX INC STOCK, & 870 SHS NVIDIA CORP STOCK | NoncashPropertyDesc |
| Fair Market Value | $256,940 | FairMarketValueAmt |
| Received | 2025-06-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $4,831,523 | EOYBookValueAmt |
| EOYFMV | $6,271,231 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED INCOME | AT COST | $298,112 | $302,456 |
| ALTERNATIVE INVESTMENTS | AT COST | $1,261,118 | $1,280,478 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND BOOK TO TAX DIFF FOR STOCK GIFTS | Desc |
| Amt | $183,520 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $63,978 | $63,978 | $0 |
| ANNUAL REPORT | $20 | $0 | $20 |
| ACL ALTERNATIVE FUND K-1 | $90 | $90 | $0 |
| SOVEREIGN'S CAPITAL LOWER MIDDLE MARKET FUND II K-1 | $419 | $419 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CHARLES SCHWAB | $636 | $636 | $636 |
| SOUTHEASTERN TRUST | $2,113 | $2,113 | $2,113 |
| ANDREW JOHNSON | $3,409 | $3,409 | $3,409 |
| SOVEREIGN'S CAPITAL LOWER MIDDLE MARKET FUND II K-1 | $5,458 | $5,458 | $5,458 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IT CONSULTING | CategoryTxt |
| Amt | $746 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $746 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $5,779 | $0 | $0 |
| FOREIGN TAXES | $15,072 | $15,702 | $0 |
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