MARTHA W BANKER CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARTHA W BANKER CHARITABLE TRUST (EIN 62-6288471)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349101231
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T08:27:32-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626288471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA W BANKER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 6156651142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 CHANCERY LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J BERRY BANKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6156651142 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SABRINA BOYTE | PreparerPersonNm |
| PTIN | P01834038 | PTIN |
| Phone | 6153774600 | PhoneNum |
| Preparation | 2026-05-12 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,059,543 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,242 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $496,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $784,193 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $496,884 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $515,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $515,126 | 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 | $2,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,964 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,964 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $620 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $235 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $459,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $506,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $104,890 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,018 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,018 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $273,518 | CorporateStockBOYAmt |
| Corporate Stock EOY | $806,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,028,525 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $378,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $837,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,059,543 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $300,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $300,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $78,408 | RetainedEarningBOYAmt |
| Retained Earning EOY | $537,866 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $378,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $837,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $378,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $837,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $378,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $459,458 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $837,866 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $837,866 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB 4883 | P | $86,043 | $76,714 | $9,329 | $9,329 |
| CHARLES SCHWAB 4883 | P | $311,231 | $138,879 | $172,352 | $172,352 |
| CHARLES SCHWAB 4883 | P | $284,423 | $69,316 | $215,107 | $215,107 |
| CHARLES SCHWAB 4883 | P | $102,496 | $2,400 | $100,096 | $100,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $496,884 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,046 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,046 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,046 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $7,066 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | J BARRY BANKER | IndividualWithBooksNm |
| Phone | 6156651142 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 CHANCERY LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372154523 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J BARRY BANKER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 CHANCERY LANE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $980,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $988,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $988,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,826 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $973,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,046 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,046 | TotalTaxAmt |
| Distributable Before Adj | $41,633 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,633 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,633 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,075 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,633 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $320 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,633 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,442 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,762 | 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 | $5,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $320 | ExcessFromYear1Amt |
| Excess From Current Year | $5,442 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J BARRY BANKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELMONT UNIVERSITY | |||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| CENTER FOR LIVING AND LEARNING | |||||||
| PO BOX 50272 | NASHVILLE | TN | 37205 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $500 |
| CHIEF CARES FUND | |||||||
| 3421 BELMONT BLVD | NASHVILLE | TN | 37215 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| CHRIST CHURCH CATHEDRAL | |||||||
| 900 BROADWAY | NASHVILLE | TN | 37203 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $1,000 |
| CHRIST THE KING CATHEDRAL | |||||||
| 299 COLONY BLVD | LEXINGTON | KY | 40502 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| CUMBERLAND HEIGHTS | |||||||
| 8283 RIVER ROAD PIKE | NASHVILLE | TN | 37209 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| CUMBERLAND RIVER COMPACT | |||||||
| 2 VICTORY AVE STE 500 | NASHVILLE | TN | 37213 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $1,500 |
| FANNIE BATTLE DAY HOME FOR CHILDREN INC | |||||||
| 108 CHAPEL AVE | NASHVILLE | TN | 37206 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $500 |
| FRIENDS OF WARNER PARK | |||||||
| 50 VAUGHN ROAD | NASHVILLE | TN | 37221 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| HARDING ACADEMY | |||||||
| 170 WINDSOR DRIVE | NASHVILLE | TN | 37205 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| HIS HOLY HILL CHURCH | |||||||
| 1630 S CHURCH STREET | MURFREESBORO | TN | 37130 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $500 |
| HOPE THROUGH HEALING HANDS | |||||||
| 2908 POSTON AVE | NASHVILLE | TN | 37203 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $1,500 |
| INSTITUTE FOR SAFER TRUCKING | |||||||
| 2000 PENSYLVANIA AVENUE NW 7000 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $1,500 |
| MERCURY ONE | |||||||
| PO BOX 140489 | IRVING | TX | 75014 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| MTSU (DANIELS CENTER) | |||||||
| 1301 EAST MAIN STREET | MURFREESBORO | TN | 37132 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| NASHVILLE HEALTH | |||||||
| 3810 BEDFORD AVE STE 200 | NASHVILLE | TN | 37215 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $10,000 |
| NASHVILLE SYMPHONY | |||||||
| ONE SYMPHONY PLACE | NASHVILLE | TN | 372012031 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| NO FRET GUITAR CAMP | |||||||
| 8205 WOODROSE GLEN WAY | TAMPA | FL | 33647 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $500 |
| NURTURE THE NEXT | |||||||
| 600 HILL AVE 202 | NASHVILLE | TN | 37210 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| OUR LADY OF PERPETUAL HELP | |||||||
| 760 POLLARD BLVD SW | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| RENSHAW EARLY CHILD CENTER | |||||||
| 1703 CHESTNUT STREET | BOWLING GREEN | KY | 42101 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| ST PETERS ANGELICAN CHURCH | |||||||
| 121 E TODD STREET | FRANKFORT | KY | 40601 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $1,000 |
| SWAN BALL | |||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| THE DISCOVERY SCHOOL | |||||||
| 101 HENSLEE DRIVE | DICKSON | TN | 37055 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| THE LEGION FUND | |||||||
| 3833 CLEGHORN AVENUE | NASHVILLE | TN | 37215 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $8,000 |
| TUNNEL FOR TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $300 |
| WEST END UNITED METHODIST | |||||||
| 220 WEST END AVE | NASHVILLE | TN | 37203 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $0 |
| WOODMONT CHRISTIAN CHURCH | |||||||
| 3601 HILLSBORO PIKE | NASHVILLE | TN | 37215 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $1,000 |
| COMMUNITY FOUNDATION OF MIDDLE TENNESSEE | |||||||
| 3421 BELMONT BLVD | NASHVILLE | TN | 37215 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $500 |
| DENISE SMITH NURSING SCHOLARSHIP | |||||||
| 1301 EAST MAIN STREET | MURFREESBORO | TN | 37132 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $1,000 |
| FIRST PRESBYTERIAN CHURCH LEXINGTON | |||||||
| 171 MARKET ST | LEXINGTON | KY | 40507 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $500 |
| FRIENDS OF STEWART HOME & SCHOOL | |||||||
| 4200 LAWRENCEBURG RD | FRANKFORT | KY | 40601 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $500 |
| GOODWILL INDUSTRIES | |||||||
| 937 HERMAN ST | NASHVILLE | TN | 37208 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $500 |
| HARPETH HALL | |||||||
| 3801 HOBBS RD | NASHVILLE | TN | 37215 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $100 |
| LAND TRUST TENNESSEE | |||||||
| 4000 FRANKLIN PIKE | NASHVILLE | TN | 37204 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $1,500 |
| MONTGOMERY BELL ACADEMY | |||||||
| 4001 HARDING PIKE | NASHVILLE | TN | 37205 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $5,250 |
| NASHVILLE DOLPHINS | |||||||
| 95 WHITE BRIDGE PIKE 209 | NASHVILLE | TN | 37205 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $500 |
| NASHVILLE PUBLIC LIBRARY FOUNDATION | |||||||
| 615 CHURCH AT | NASHVILLE | TN | 37219 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $500 |
| ST PAULS EPISCOPAL CHURCH | |||||||
| 510 WEST MAIN STREET | FRANKLIN | TN | 37064 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $5,000 |
| URBAN PROMISE CHARLOTTE | |||||||
| PO BOX 12213 | CHARLOTTE | NC | 28220 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $400 |
| WESTERN KENTUCKY UNIVERSITY | |||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $250 |
| THE LEARNING COLLABORATIVE | |||||||
| 3241 SAM DRENAN RD | CHARLOTTE | NC | 28205 | NONE | PC | GENERAL OPERATING EXPENSE TO FURTHER CHARITABLE PURPOSE | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,242 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $496,884 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|
| INCOME TAX REFUND | |
| BANK FEE REFUND | $15 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $15 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $515,126 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $515,141 | 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 | $2,375 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB #4883 - PUBLIC EQUITY | $6,056 | $0 |
| ACCENTURE PUBLIC LIMITED COMPANY | $6,806 | $25,220 |
| ALPHABET INC | $35,381 | $56,340 |
| AMAZON.COM INC | $29,044 | $34,854 |
| APPLE INC | $4,532 | $48,391 |
| JOHNSON & JOHNSON | $10,203 | $37,872 |
| MICROSOFT CORPORATION | $31,620 | $68,190 |
| THE COCA-COLA COMPANY | $11,198 | $16,359 |
| VISA INC | $17,457 | $24,550 |
| ABBOTT LABS | $29,687 | $28,817 |
| AMADEUS IT GROUP S A F | $7,059 | $6,392 |
| ASML HLDG N V F | $10,798 | $16,048 |
| BROADCOM INC | $23,961 | $27,342 |
| COMPASS GROUP PLC F | $22,515 | $20,570 |
| CONSTELLATION BRANDS INC | $18,648 | $14,900 |
| DASSAULT SYS S A F | $10,047 | $8,348 |
| DIAGEO PLC F | $11,882 | $9,921 |
| ELEVANCE HEALTH INC | $20,249 | $24,188 |
| ELI LILLY AND CO | $14,447 | $20,419 |
| HALEON PLC | $18,015 | $18,825 |
| HILTON WORLDWIDE HLDGS I | $16,136 | $16,948 |
| INTUITIVE SURGICAL INC | $15,962 | $18,124 |
| KLA CORP | $11,135 | $14,581 |
| LAM RESH CORP | $24,262 | $42,110 |
| LVMH MOET HENNESSY LOU F | $12,558 | $17,192 |
| MERCK & CO. INC | $13,563 | $17,368 |
| META PLATFORMS INC | $52,721 | $50,827 |
| NESTLES A F | $13,359 | $15,015 |
| NOVO-NORDISK A S F | $8,043 | $8,090 |
| QUEST DIAGNOSTICS INC | $8,099 | $8,329 |
| SAFRAN F | $20,091 | $21,588 |
| SALESFORCE INC | $27,811 | $28,080 |
| SAP SE | $25,831 | $21,619 |
| TAIWAN SEMICONDUCTOR M F | $38,564 | $48,015 |
| TEXAS INSTRS INC | $25,518 | $23,421 |
| THE CINGA GROUP | $14,340 | $13,486 |
| THERMO FISHER SCIENTIFIC | $32,053 | $38,244 |
| TJX COS INC NEW | $12,874 | $15,668 |
| TRADEWEB MKTS INC | $9,196 | $7,313 |
| UBER TECHNOLOGIES INC | $13,643 | $12,828 |
| UNILIVER PLC | $18,893 | $19,555 |
| UNITEDHEALTH GROUP INC | $20,208 | $25,088 |
| US BANCORP DEL | $22,253 | $25,933 |
| WELLS FARGO & CO | $10,130 | $11,557 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $24 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE REFUND | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST & INVESTMENT FEES | CategoryTxt |
| Amt | $7,964 | Amt |
| Net Investment Income | $7,964 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES CHARLES SCHWAB | $235 | $235 | $0 |
| TAXES | $385 | $0 | $0 |
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