LAFOLLETTE MEDICAL FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LAFOLLETTE MEDICAL FOUNDATION INC (EIN 20-4901729)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-04
- IRS object ID
- 202602479349100120
- Schema version
- 2025v4.2
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-04T18:09:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621142155 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUGH & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 N CEDAR BLUFF RD SUITE 200 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37923 | 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 | 204901729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAFOLLETTE MEDICAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAFO | BusinessNameControlTxt |
| Phone | 4239126963 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 128 | AddressLine1Txt |
| City | JACKSBORO | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37757 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY WOOD-HEATHERLY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4239126963 | PhoneNum |
| Signature | 2026-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A TUCKER CPA | PreparerPersonNm |
| PTIN | P01015909 | PTIN |
| Phone | 8657690660 | PhoneNum |
| Preparation | 2026-08-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,067,194 | 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 | $72,759 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72,759 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $189,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189,178 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $387,633 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,953,661 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $387,633 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $649,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $649,570 | 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 |
| Legal Fees Rev And Expnss | $4,080 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,060 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,020 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,005 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,670 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,402 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,402 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,537 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,902 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,752 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,076 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,676 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $126,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,366 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $608,113 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $669,871 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $734,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $691,237 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$84,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $552,125 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $372,926 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $536,830 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $536,830 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,392,221 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,427,708 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,149,948 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,454,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,687,108 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,687,108 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $663,076 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $674,971 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $674,971 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $16,453 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,337 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,337 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,899,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,344,954 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,067,194 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $43,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $557 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,255 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $557 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,755 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,898,638 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,300,199 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,898,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,300,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,899,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,344,954 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,898,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$84,989 | ExcessRevenueOverExpensesAmt |
| Other Increases | $486,550 | OtherIncreasesAmt |
| Subtotal | $10,300,199 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,300,199 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| UBS | $346,452 | $356,113 | -$9,661 | -$9,661 | |
| UBS | $1,599,732 | $1,209,915 | $389,817 | $389,817 | |
| CAPITAL GAINS DIVIDENDS | $7,477 | $7,477 | $7,477 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $387,633 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,675 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,675 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,675 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,765 | OverpaymentAmt |
| Applied To ES Tax | $7,765 | 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.LAFOLLETTEMEDICALFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JUNE WILBURN | IndividualWithBooksNm |
| Phone | 4239126963 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 905 RIVERVIEW DRIVE | AddressLine1Txt |
| City | LAFOLLETTE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37766 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| STACEY WOOD-HEATHERLY | ||||||||
| PO BOX 128 | JACKSBORO | TN | 37757 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL E WALDEN | ||||||||
| PO BOX 128 | JACKSBORO | TN | 37757 | TREASURER | 1.00 | $0 | $0 | $0 |
| DR RICHARD BURDEAUX | ||||||||
| PO BOX 128 | JACKSBORO | TN | 37757 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WAYNE KITTS | ||||||||
| PO BOX 128 | JACKSBORO | TN | 37757 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JIM FARRIS JR | ||||||||
| PO BOX 128 | JACKSBORO | TN | 37757 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBRA A NELSON | ||||||||
| PO BOX 128 | JACKSBORO | TN | 37757 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TRACI CHAMBERS | ||||||||
| PO BOX 128 | JACKSBORO | TN | 37757 | SECRETARY | 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 | $9,697,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $465,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,162,303 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,162,303 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,009,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $500,493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $500,493 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,675 | TotalTaxAmt |
| Distributable Before Adj | $492,818 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $61,759 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $554,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $554,577 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $691,237 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $691,237 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $554,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $103,417 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $159,203 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $97,059 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,729 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,799 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $545,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $691,237 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $554,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $136,660 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $681,867 | 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 | $103,417 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $578,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $159,203 | ExcessFromYear4Amt |
| Excess From Year3 | $97,059 | ExcessFromYear3Amt |
| Excess From Year2 | $111,729 | ExcessFromYear2Amt |
| Excess From Year1 | $73,799 | ExcessFromYear1Amt |
| Excess From Current Year | $136,660 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAFOLLETTE MEDICAL FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 128 | AddressLine1Txt |
| City | JACKSBORO | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37757 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4239126963 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@LAFOLLETTEMEDICALFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE VISIT THE ORGANIZATION'S WEBSITE AT WWW.LAFOLLETTEMEDICALFOUNDATION.ORG TO OBTAIN THE GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN ORDER TO BE ELIGIBLE FOR A GRANT FROM THE FOUNDATION, AN ORGANIZATION MUST QUALIFY FOR EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND MUST NOT BE A PRIVATE FOUNDATION AS DEFINED BY SECTION 509(A) OF THE CODE, OR IT MUST BE A PUBLIC INSTRUMENTALITY. GRANTS MAY NOT BE MADE TO INDIVIDUALS. THE FOUNDATION MAY MAKE GRANTS TO ORGANIZATIONS PROVIDING SERVICES TO CAMPBELL COUNTY, TN RESIDENTS FOR THE FOLLOWING PURPOSES: HEALTH SERVICES, PREVENTATIVE ILLNESS, CHILDREN HEALTH AND WELL-BEING, SENIOR SAFETY AND WELLNESS AND ANY HEALTH PROGRAM THAT HAS MERIT AND IS RELATED TO THE FOUNDATION'S MISSION AND OBJECTIVES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF TN VALLEY | |||||||
| 967 IRWIN STREET | KNOXVILLE | TN | 37917 | NONE | PC | HEALTH AND LIFESTYLE PROGRAM | $25,000 |
| PINNACLE RESOURCE CENTER | |||||||
| 511 MAIN ST | JACKSBORO | TN | 37757 | NONE | PC | OUTREACH PROGRAMS IN CAMPBELL COUNTY | $30,000 |
| OPEN ARMS MINISTRY FOOD PANTRY | |||||||
| 1112 MCGHEE LN | JACKSBORO | TN | 37757 | NONE | PC | FOOD PURCHASES | $50,000 |
| LAFOLLETTE RESCUE SQUAD | |||||||
| 222 FIRE RESCUE LANE | LAFOLLETTE | TN | 37766 | NONE | PC | SWIFT WATER RESCUE TEAM DEVELOPMENT | $3,000 |
| LAFOLLETTE POLICE DEPARTMENT | |||||||
| 215 S TENNESSEE AVE | LAFOLLETTE | TN | 37766 | NONE | GOV | SAFETY EQUIPMENT | $178,969 |
| FOOD LIFE SERVICES OF CAMBELL CO | |||||||
| 800 E CHESTNUT ST | LAFOLLETTE | TN | 37766 | NONE | GOV | EXPANDED NUTRITIONAL DISTRIBUTION | $5,000 |
| EAST TENNESSEE HUMAN RESOURCES AGENCY | |||||||
| 9111 CROSS PARK DR STE D10 | KNOXVILLE | TN | 37766 | NONE | PC | SENIOR SAFETY AND WELLNESS SUPPORT | $14,901 |
| SENIOR CITIZENS HOME ASSISTANCE | |||||||
| 7121 REGAL LANE | KNOXVILLE | TN | 37918 | NONE | PC | EQUITABLE ACCESS FINANCIAL AID PROGRAM | $10,000 |
| CITY OF LAFOLLETTE FIRE DEPARTMENT | |||||||
| 105 E BEECH STREET | LAFOLLETTE | TN | 37766 | NONE | GOV | FIRE PROTECTION FOR THE CITY OF LAFOLLETTE | $120,197 |
| CASA OF CAMPBELL COUNTY | |||||||
| PO BOX 1054 165 EAST STREET | JACKSBORO | TN | 37757 | NONE | PC | MEDICAL, PSYCHOLOGICAL, & EDUCATIONAL SERVICES FOR ABUSED & NEGLECTED CHILDREN IN THE JUVENILE COURT OF CAMPBELL COUNTY | $20,000 |
| CAMPBELL COUNTY SENIOR CITIZENS | |||||||
| 102 8TH STREET | LAFOLLETTE | TN | 37766 | NONE | PC | HOME DELIVERED MEALS FOR ELIGIBLE SENIORS | $69,390 |
| CAMPBELL COUNTY RURAL FIRE SERVICE | |||||||
| 4422 VICTORY ROAD | LAFOLLETTE | TN | 37766 | NONE | PC | FIRE PROTECTION FOR CAMPBELL COUNTY | $4,290 |
| CAMPBELL COUNTY HEALTH COUNCIL | |||||||
| 162 SHARP AND PERKINS ROAD | JACKSBORO | TN | 37757 | NONE | PC | COMMUNITY HEALTH | $9,500 |
| CAMPBELL COUNTY CHRISTIAN ACADEMY | |||||||
| 2709 GENERAL CARL W STINER HWY | LAFOLLETTE | TN | 37766 | NONE | PC | A SOUND HEART: AED PURCHASE & CPR/AED TRAINING | $4,120 |
| CAMPBELL COUNTY CHILDREN'S CENTER | |||||||
| 203 INDEPENDENCE LANE | LAFOLLETTE | TN | 37766 | NONE | PC | HEALTH EDUCATION/PREVENTION PROGRAM | $43,504 |
| CAMPBELL COUNTY BOARD OF EDUCATION | |||||||
| 172 VALLEY STREET | JACKSBORO | TN | 37757 | NONE | GOV | INFLUENZA VACCINATION PROGRAM, JELLICO HIGH SCHOOL ATHLETIC PERSONAL TRAINER | $35,000 |
| CATHOLIC CHARITIES OF EAST TENNESSEE | |||||||
| 3009 LAKE BROOK BLVD | KNOXVILLE | TN | 37909 | NONE | PC | PREGNANCY HELP CENTER | $22,000 |
| SPRINGS OF LIFE RECOVERY CENTER | |||||||
| PO BOX 893 | JELLICO | TN | 37762 | NONE | PC | RECOVERY CENTER FOR MEN | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $669,871 | 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 | $72,759 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189,178 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $387,633 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $649,570 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $649,570 | 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 FEES | CategoryTxt |
| Amt | $18,675 | Amt |
| Net Investment Income | $14,005 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,670 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DETAIL INFO REQUEST | IdentifierTxt |
| Form And Line Reference | FORM 990 PF, PART II, LINE 10B AND LINE 10C | FormAndLineReferenceDesc |
| Medium Explanation | THE INSTRUCTIONS FOR FORM 990-PF REQUIRE A SCHEDULE THAT LISTS EACH SECURITY HELD AT THE END OF THE YEAR, AND TO SHOW WHETHER THAT SECURITY IS REPORTED AT COST BASIS OR FMV. ALL SECURITIES ARE HELD IN A BROKERAGE ACCOUNT THROUGHOUT THE YEAR AND ARE REPORTED AT FMV. THIS SCHEDULE CAN BE PROVIDED TO THE IRS AT THEIR REQUEST. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS #KAXX118 (HELD IN BROKERAGE A/C DETAIL AVAILABLE UPON REQUEST) | BondNm |
| EOY Book Value | $674,971 | EOYBookValueAmt |
| EOYFMV | $674,971 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS #KAXX118 (HELD IN BROKERAGE ACCOUNT - DETAIL AVAILABLE UPON REQUEST) | StockNm |
| EOY Book Value | $7,687,108 | EOYBookValueAmt |
| EOYFMV | $7,687,108 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,427,708 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,149,948 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,080 | LegalFeesAmt |
| Net Investment Income | $3,060 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,020 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $16,453 | BOYBookValueAmt |
| EOY Book Value | $18,337 | EOYBookValueAmt |
| EOYFMV | $18,337 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,676 | $0 | $2,676 |
| OFFICE EXPENSES | $2,076 | $1,076 | $1,000 |
| CONTRACT LABOR | $24,000 | $12,000 | $12,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $486,550 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $557 | BOYBookValueAmt |
| EOY Book Value | $1,255 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS FEES | CategoryTxt |
| Amt | $64,402 | Amt |
| Net Investment Income | $64,402 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $7,635 | $0 | $0 |
| FOREIGN TAX WITHHOLDING | $2,902 | $2,902 | $0 |
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