PAT SUMMITT FOUNDATION: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PAT SUMMITT FOUNDATION (EIN 33-2018229)
- Tax period
- 2025-02-26 to 2025-12-31
- Filed
- 2026-07-06
- IRS object ID
- 202631879349300973
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-06T11:11:58-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 843085028 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7021 UNIVERSITY BLVD | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327926719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-02-26 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 332018229 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAT SUMMITT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATS | BusinessNameControlTxt |
| Phone | 8652132900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31022 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37922 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORGAN VANCE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8652132900 | PhoneNum |
| Signature | 2026-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW D PAYNE EA | PreparerPersonNm |
| PTIN | P02188892 | PTIN |
| Phone | 8778579002 | PhoneNum |
| Preparation | 2026-07-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Principal Officer | DANIELLE DONEHEW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31022 | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,477,740 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | PATSUMMITT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2025 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | THROUGH THE LIFE AND LEGACY OF PAT SUMMITT, THE FOUNDATION ADVANCES RESEARCH, PROVIDES SUPPORT FOR PATIENTS AND CAREGIVERS, AND PROMOTE EDUCATION AND AWARENESS ABOUT ALZHEIMER'S DISEASE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $9,367,224 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $84,913 | CYInvestmentIncomeAmt |
| CY Other Revenue | -$124,041 | CYOtherRevenueAmt |
| CY Total Revenue | $9,328,096 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $294,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $266,989 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $13,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $147,992 | CYTotalFundraisingExpenseAmt |
| CY Other Expenses | $344,541 | CYOtherExpensesAmt |
| CY Total Expenses | $918,530 | CYTotalExpensesAmt |
| CY Revenues Less Expenses | $8,409,566 | CYRevenuesLessExpensesAmt |
| Total Assets EOY | $8,848,834 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $387,244 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances EOY | $8,461,590 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THROUGH THE LIFE AND LEGACY OF PAT SUMMITT, THE FOUNDATION ADVANCES RESEARCH, PROVIDES SUPPORT FOR PATIENTS AND CAREGIVERS, AND PROMOTE EDUCATION AND AWARENESS ABOUT ALZHEIMER'S DISEASE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $546,822 | ExpenseAmt |
| Grant | $294,000 | GrantAmt |
| Desc | THROUGH THE LIFE AND LEGACY OF PAT SUMMITT, THE FOUNDATION ADVANCES RESEARCH, PROVIDES SUPPORT FOR PATIENTS AND CAREGIVERS, AND PROMOTE EDUCATION AND AWARENESS ABOUT ALZHEIMER'S DISEASE. | Desc |
| Total Program Service Expenses | $546,822 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (true) | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION GROUP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6153619445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2451 ATRIUM WAY | AddressLine1Txt |
| Address Line2 | STE 300 | AddressLine2Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37214 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MORGAN VANCE | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $77,748 | $0 | $0 | |
| ADAM WALLER | ||||||
| SECRETARY | 40.00 | Yes (X) | $71,000 | $0 | $0 | Yes (X) |
| JOAN CRONAN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DANIELLE DONEHEW | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM EDWARDS | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| DAN HOLBROOK | ||||||
| ADVISORY BOA | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TYLER SUMMIT | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $148,748 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $203,797 | FundraisingAmt |
| Government Grants | $17,974 | GovernmentGrantsAmt |
| All Other Contributions | $9,145,453 | AllOtherContributionsAmt |
| Total Contributions | $9,367,224 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,913 | TotalRevenueColumnAmt |
| Exclusion | $88,913 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,000 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$4,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,603 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $203,797 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $145,644 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$124,041 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,328,096 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$4,000 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $88,913 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,000 | TotalAmt |
| Program Services | $294,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,748 | TotalAmt |
| Program Services | $66,599 | ProgramServicesAmt |
| Management And General | $48,850 | ManagementAndGeneralAmt |
| Fundraising | $33,299 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,357 | TotalAmt |
| Management And General | $32,462 | ManagementAndGeneralAmt |
| Fundraising | $55,895 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,824 | TotalAmt |
| Program Services | $3,064 | ProgramServicesAmt |
| Management And General | $3,758 | ManagementAndGeneralAmt |
| Fundraising | $4,002 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,060 | TotalAmt |
| Program Services | $5,301 | ProgramServicesAmt |
| Management And General | $6,551 | ManagementAndGeneralAmt |
| Fundraising | $7,208 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,252 | TotalAmt |
| Management And General | $9,252 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,534 | TotalAmt |
| Management And General | $15,534 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,000 | TotalAmt |
| Fundraising | $13,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,212 | TotalAmt |
| Management And General | $5,212 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,154 | TotalAmt |
| Program Services | $32,844 | ProgramServicesAmt |
| Management And General | $22,112 | ManagementAndGeneralAmt |
| Fundraising | $198 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,068 | TotalAmt |
| Program Services | $76,068 | ProgramServicesAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,233 | TotalAmt |
| Program Services | $6,134 | ProgramServicesAmt |
| Management And General | $28,047 | ManagementAndGeneralAmt |
| Fundraising | $17,052 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,104 | TotalAmt |
| Program Services | $722 | ProgramServicesAmt |
| Management And General | $7,554 | ManagementAndGeneralAmt |
| Fundraising | $12,828 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,809 | TotalAmt |
| Management And General | $39,809 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,001 | TotalAmt |
| Program Services | $16,865 | ProgramServicesAmt |
| Management And General | $2,007 | ManagementAndGeneralAmt |
| Fundraising | $3,129 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,062 | TotalAmt |
| Program Services | $2,041 | ProgramServicesAmt |
| Management And General | $135 | ManagementAndGeneralAmt |
| Fundraising | $886 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050 | TotalAmt |
| Management And General | $555 | ManagementAndGeneralAmt |
| Fundraising | $495 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LEGACY PROGRAM EXPENSES | $28,317 | $28,317 | |
| AWARENESS PROGRAM EXPENSE | $14,585 | $14,585 | |
| VOLUNTEER APPRECIATION | $883 | $282 | $601 |
| STAFF DEVELOPMENT | $277 | $277 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,530 | TotalAmt |
| Program Services | $546,822 | ProgramServicesAmt |
| Management And General | $223,716 | ManagementAndGeneralAmt |
| Fundraising | $147,992 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,236,469 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $177,151 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $75,367 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,252,036 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $107,811 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $8,848,834 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $279,433 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $107,811 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $387,244 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,461,590 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $8,461,590 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $8,848,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,409,566 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $52,024 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $9,367,224 | CurrentTaxYearAmt |
| Total | $9,367,224 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $21,603 | CurrentTaxYearAmt |
| Total | $21,603 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $9,388,827 | CurrentTaxYearAmt |
| Total | $9,388,827 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $117,112 | CurrentTaxYearAmt |
| Total | $117,112 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $117,112 | CurrentTaxYearAmt |
| Total | $117,112 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $9,271,715 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $88,913 | CurrentTaxYearAmt |
| Total | $88,913 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $88,913 | CurrentTaxYearAmt |
| Total | $88,913 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $9,477,740 | CurrentTaxYearAmt |
| Total | $9,477,740 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $6,155,624 | ContributionsAmt |
| Investment Earnings Or Losses | $48,023 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,212 | AdministrativeExpensesAmt |
| End Year Balance | $6,252,036 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $107,811 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $107,811 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,328,096 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $9,328,096 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $9,328,096 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $918,530 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $918,530 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $918,530 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NASHVILLE ALZHE | Event1Nm |
| Gross Receipts Event1 | $132,501 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $129,001 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,500 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $6,522 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $46,532 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,726 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,050 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $47,877 | OtherDirectExpensesEvent1Amt |
| Event2 | SEQUATCHIE VALL | Event2Nm |
| Gross Receipts Event2 | $50,824 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $32,721 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $18,103 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,042 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $42,075 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $42,075 | CharitableContriOtherEventsAmt |
| Rent Fclty Costs Other Events | $10,710 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $5,554 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,631 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $225,400 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $203,797 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,603 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,522 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $57,242 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $21,280 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,050 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $54,550 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $145,644 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$124,041 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF TENNESEE MEDICAL | |||||||||
| CENTER | 2121 MEDICAL CENTER WAY | SUITE 110 | KNOXVILLE | TN | 37920 | $250,000 | SUPPORT | ||
| INDIANA UNIVERSITY BLOOMINGTON | |||||||||
| 2631 EAST DISCOVERY PARKWAY | BLOOMINGTON | IN | 47408 | $19,000 | SUPPORT | ||||
| LORENZO'S HOUSE | |||||||||
| 5145 N GLENWOOD AVE | CHICAGO | IL | 60640 | $15,000 | SUPPORT | 871604169 | C3 | ||
| YOUNGTIMERS | |||||||||
| 7202 KINGLET CT | KATY | TX | 77493 | $10,000 | SUPPORT | C3 | |||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS REVIEWS PROPOSED RECIPIENTS TO DETERMINE NEEDS AND PROPOSED USES OF ASSISTANCE. THE RECIPIENTS ARE THEN ROUTINELY MONITORED TO ENSURE THE ASSISTANCE IS BEING USED ACCORDINGLY TO ACCOMPLISH THE PROPOSED PURPOSE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 4 | PSF HAS EXISTED SINCE NOVEMBER 2011, BUT IN PREPARATION FOR OUR TRANSITION FROM A FUND OF A COMMUNITY FOUNDATION, NEW BYLAWS AND AMENDED AND RESTATED CHARTER OF INCORPORATION WERE FILED IN FEBRUARY 2025. |
| FORM 990, PAGE 6, PART VI, LINE 10B | THE ORGANIZATION REVIEWS THE 990 FORM AT A BOARD MEETING PRIOR TO SUBMITTING TO THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION ENFORCED COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY REVIEWING IT PERIODICALLY AT BOARD MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION PACKAGES FOR ITS EMPLOYEES: APPROVAL BY THE BOARD |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION PACKAGES FOR ITS EMPLOYEES: APPROVAL BY THE BOARD |
| FORM 990, PAGE 6, PART VI, LINE 17 | NEVADA, WEST VIRGINIA, OREGON, WASHINGTON, COLORADO, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, NORTH CAROLINA, ALASKA, ALABAMA, WEST VIRGINIA, MARYLAND, NORTH DAKOTA, NEW YORK, NEW JERSEY, PENNSYLVANIA, OKLAHOMA, KENTUCKY, ILLINOIS, GEORGIA, CALIFORNIA, MINNESOTA |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |