JOHN AND HEIDI HASSENFELD FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND HEIDI HASSENFELD FAMILY FOUNDATION (EIN 62-1768433)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349100447
- Schema version
- 2025v4.0
- 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
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T09:46:58-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814693463 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERFRONT ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 JAMES ROBERTSON PKWY | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37219 | 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 | 621768433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND HEIDI HASSENFELD | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6153523299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5009 HILL PLACE DR | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372052706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HASSENFELD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6153523299 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI A AMUNDSON | PreparerPersonNm |
| PTIN | P00427575 | PTIN |
| Phone | 6157422525 | PhoneNum |
| Preparation | 2026-05-13 | 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 | $609,994 | 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 | $363,561 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $697 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $697 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $697 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,666 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,666 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,181 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,024 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $130 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $130 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $432,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,410 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,493 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,321 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,222 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,222 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,222 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $327,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,408 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,493 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,680 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,809 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,809 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $52,623 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,524 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $559,185 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $106,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $172,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $609,994 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $106,303 | RetainedEarningBOYAmt |
| Retained Earning EOY | $172,333 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $106,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $172,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $106,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $172,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $106,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $327,533 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,441 | OtherIncreasesAmt |
| Subtotal | $504,277 | SubtotalAmt |
| Other Decreases | $331,944 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $172,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED - MORGAN STANLEY | P | $52,732 | $5,651 | $47,081 | $47,081 | ||
| SOUTHERN COMPANY | P | $41,449 | $27,506 | $13,943 | $13,943 | 2021-07-01 | 2025-08-28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,024 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $951 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $951 | SubtotalAmt |
| Tax Based On Investment Income | $951 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $507 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $507 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $461 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN HASSENFELD | IndividualWithBooksNm |
| Phone | 6153523299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5009 HILL PLACE DR | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 372052706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 HASSENFELD | ||||||||
| 5009 HILL PLACE DRIVE | NASHVILLE | TN | 37205 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEIDI HASSENFELD | ||||||||
| 5009 HILL PLACE DRIVE | NASHVILLE | TN | 37205 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $259,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,274 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $311,664 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $311,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $306,989 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $951 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $951 | TotalTaxAmt |
| Distributable Before Adj | $14,398 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,398 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,398 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,222 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $102,222 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,398 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $84,315 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $107,854 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,907 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,154 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,007 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $339,237 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,222 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,398 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $87,824 | RemainingDistriFromCorpusAmt |
| Total Corpus | $427,061 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $84,315 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $342,746 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $107,854 | ExcessFromYear4Amt |
| Excess From Year3 | $43,907 | ExcessFromYear3Amt |
| Excess From Year2 | $62,154 | ExcessFromYear2Amt |
| Excess From Year1 | $41,007 | ExcessFromYear1Amt |
| Excess From Current Year | $87,824 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN HASSENFELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABE'S GARDEN | ||||||||
| 115 WOODMONT BLVD | NASHVILLE | TN | 37205 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| AGEWELL MIDDLE TENNESSE | ||||||||
| 3511 BELMONT BLVD | NASHVILLE | TN | 37215 | NONE | PC | GENERAL PURPOSE | $90 | |
| AKIVA SCHOOL | ||||||||
| 809 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PC | GENERAL PURPOSE | $1,440 | |
| ALIVE HOSPICE | ||||||||
| 1718 PATTERSON STREET | NASHVILLE | TN | 37203 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| AMERICAN FRIENDS OF ISRAEL | ||||||||
| PO BOX 562 | WEST HEMPSTEAD | NY | 11552 | NONE | PC | GENERAL PURPOSE | $1,800 | |
| BOULEVARD BOLT | ||||||||
| 222 BELLE MEADE BLVD | NASHVILLE | TN | 37205 | NONE | PC | GENERAL PURPOSE | $405 | |
| CENTRAL TEXAS FOOD BANK | ||||||||
| 6500 METROPOLIS DRIVE | AUSTIN | TX | 78744 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| CHEEKWOOD | ||||||||
| 1200 FORREST PARK DR | NASHVILLE | TN | 37205 | NONE | PC | GENERAL PURPOSE | $342 | |
| CONGREGATION SHERITH ISRAEL | ||||||||
| 3600 WEST END AVE | NASHVILLE | TN | 37205 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| CROSSROADS CAMPUS | ||||||||
| 1757 16TH AVE N | NASHVILLE | TN | 37208 | NONE | PC | GENERAL PURPOSE | $108 | |
| GILDA'S CLUB NASHVILLE | ||||||||
| 1707 DIVISION STREET | NASHVILLE | TN | 37203 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| GORDON JCC | ||||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PC | GENERAL PURPOSE | $2,990 | |
| JEWISH FAMILY SERVICES | ||||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PC | GENERAL PURPOSE | $1,198 | STE 103 |
| JEWISH FEDERATION OF NASHVILLE | ||||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PC | GENERAL PURPOSE | $30,770 | STE 101 |
| MARY QUEEN OF ANGELS | ||||||||
| 34 WHITE BRIDGE PIKE | NASHVILLE | TN | 37205 | NONE | PC | GENERAL PURPOSE | $108 | |
| MUSICIANS ON CALL | ||||||||
| 618 GRASSMERE PARK 1 | NASHVILLE | TN | 37211 | NONE | PC | GENERAL PURPOSE | $72 | |
| NASHVILLE DOPHINS | ||||||||
| 95 WHITE BRIDGE PIKE 209 | NASHVILLE | TN | 37205 | NONE | PC | GENERAL PURPOSE | $100 | |
| NASHVILLE REPERTORY THEATRE | ||||||||
| 161 RAINS AVE | NASHVILLE | TN | 37203 | NONE | PC | GENERAL PURPOSE | $540 | |
| NASHVILLE RESCUE MISSION | ||||||||
| 639 LAFAYETTE STREET | NASHVILLE | TN | 37203 | NONE | PC | GENERAL PURPOSE | $180 | |
| NASHVILLE ZOO AT GRASSMERE | ||||||||
| 3777 NOLENSVILLE PK | NASHVILLE | TN | 37211 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||
| 801 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| OASIS FOR ORPHANS | ||||||||
| PO BOX 1144 | WHEATON | IL | 60187 | NONE | PC | GENERAL PURPOSE | $100 | |
| ROOM IN THE INN | ||||||||
| 705 DREXEL STREET | NASHVILLE | TN | 37203 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 331 GREAT CIRCLE RD | NASHVILLE | TN | 37228 | NONE | PC | GENERAL PURPOSE | $680 | |
| SEXUAL ASSAULT CENTER | ||||||||
| 101 FRENCH LANDING DRIVE | NASHVILLE | TN | 37228 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| TEMPLE BETH-EL | ||||||||
| 2179 HIGHLAND AVE | BIRMINGHAM | AL | 35205 | NONE | PC | GENERAL PURPOSE | $108 | |
| THE ANDREW JACKSON FOUNDATION | ||||||||
| 4580 RACHELS LANE | NASHVILLE | TN | 37076 | NONE | PC | GENERAL PURPOSE | $75 | |
| THE TEMPLE OHABAI SHOLOM | ||||||||
| 5015 HARDING PIKE | NASHVILLE | TN | 37205 | NONE | PC | GENERAL PURPOSE | $2,228 | |
| THISTLE FARMS INC | ||||||||
| 5122 CHARLOTTE PIKE | NASHVILLE | TN | 37209 | NONE | PC | GENERAL PURPOSE | $500 | |
| UNIVERSITY SCHOOL OF NASHVILLE | ||||||||
| 2000 EDGEHILL AVENUE | NASHVILLE | TN | 37212 | NONE | PC | GENERAL PURPOSE | $5,350 | |
| VANDERBILT HILLEL | ||||||||
| 2421 VANDERBILT PL | NASHVILLE | TN | 37212 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| VANDERBILT UNIVERSITY MEDICAL CENTE | ||||||||
| 1211 MEDICAL CENTER DR | NASHVILLE | TN | 37232 | NONE | PC | GENERAL PURPOSE | $108 | |
| WEST END SYNAGOGUE | ||||||||
| 3810 WEST END AVE | NASHVILLE | TN | 37205 | NONE | PC | GENERAL PURPOSE | $32,530 | |
| YOUTH VILLAGES | ||||||||
| 3310 PERIMETER HILL DR | NASHVILLE | TN | 37211 | NONE | PC | GENERAL PURPOSE | $900 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,222 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $697 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,666 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,024 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 IRS REFUND | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $107 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,517 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,517 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JOHN HASSENFELD | ||||||
| 1 | 5009 HILL PLACE DR | NASHVILLE | TN | 37205 | $324,336 | Yes (X) |
| ETHAN R HASSENFELD | ||||||
| 2 | 3421 AMADA AVE | NASHVILLE | TN | 37215 | $39,225 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 310 SHARES-ORACLE CORPORATION | $61,377 | 2025-12-26 |
| 2 | 125 SHARES OF ALPHABET INC | $39,225 | 2025-12-31 |
| 1 | 120 SHARES OF AMAZON INC | $27,350 | 2025-12-09 |
| 1 | 316 SHARES OF APPLE INC | $87,589 | 2025-12-09 |
| 1 | 168 SHARES OF HOME DEPOT INC | $58,005 | 2025-12-09 |
| 1 | 220 SHARES OF JOHNSON & JOHNSON | $43,991 | 2025-12-09 |
| 1 | 400 SHARES OF WALMART INC | $46,024 | 2025-12-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,321 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO - SEE ATTACHED | $86,360 | $210,836 |
| MORGAN STANLEY - SEE ATTACHED | $35,164 | $348,349 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON CASH CONTRIBUTION COST V FMV | Desc |
| Amt | $331,944 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MORGAN STANLEY NON DIVIDEND | $23 | $23 | $23 |
| 2023 IRS REFUND | $107 | $107 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD INVESTMENT ADJUSTMENT | Desc |
| Amt | $70,441 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MS - INVESTMENT FEES | CategoryTxt |
| Amt | $2 | Amt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
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