PAM LEWIS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PAM LEWIS FOUNDATION (EIN 38-3278908)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-28
- IRS object ID
- 202402419349101000
- Schema version
- 2023v5.1
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-28T11:23:43-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823890663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mike Dodd CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1227 16th Avenue South | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383278908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pam Lewis Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O S Gary Spicer Sr | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAML | BusinessNameControlTxt |
| Phone | 3138849700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16845 Kercheval Avenue 5 | AddressLine1Txt |
| City | Grosse Pointe | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | s gary spicer sr | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 3138849700 | PhoneNum |
| Signature | 2024-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael T Dodd | PreparerPersonNm |
| PTIN | P00325633 | PTIN |
| Phone | 6153229600 | PhoneNum |
| Preparation | 2024-08-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,894,927 | 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 |
| Interest On Sav Rev And Expnss | $2,500 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,500 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,848 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,348 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,617 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,018 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,509 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,509 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $670 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $335 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $335 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,854 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,554 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$106,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,494 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $502,157 | CashBOYAmt |
| Cash EOY | $298,769 | CashEOYAmt |
| Cash EOYFMV | $298,769 | CashEOYFMVAmt |
| Other Assets BOY | $1,402,009 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,498,720 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,596,158 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,904,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,797,489 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,894,927 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,904,166 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,797,489 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,904,166 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,797,489 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,904,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,797,489 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,904,166 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$106,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,797,489 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,797,489 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $660 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $660 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,529 | 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 | $3,529 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,869 | OverpaymentAmt |
| Applied To ES Tax | $2,869 | 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 | MI | 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 | S Gary Spicer Sr | IndividualWithBooksNm |
| Phone | 3138849700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16845 Kercheval Avenue Suite 5 | AddressLine1Txt |
| City | Grosse Pointe | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48230 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Pamela L Lewis | ||||||||
| 16845 Kercheval Avenue Suite 5 | Grosse Pointe | MI | 48230 | President/Trustee | 2.00 | $14,617 | $0 | $0 |
| S Gary Spicer Sr | ||||||||
| 16845 Kercheval Avenue Suite 5 | Grosse Pointe | MI | 48230 | Secretary | 2.00 | $36,000 | $0 | $0 |
| Tripp Aldredge | ||||||||
| 16845 Kercheval Avenue Suite 5 | Grosse Pointe | MI | 48230 | Treasurer | 2.00 | $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 | $818,966 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $865,932 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $865,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $852,943 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,647 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $660 | TotalTaxAmt |
| Distributable Before Adj | $41,987 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,987 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,987 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,554 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,554 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $106,477 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,370 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,460 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,589 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $280,592 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,554 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,987 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,567 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $342,159 | 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 | $106,477 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $235,682 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,696 | ExcessFromYear4Amt |
| Excess From Year3 | $35,370 | ExcessFromYear3Amt |
| Excess From Year2 | $53,460 | ExcessFromYear2Amt |
| Excess From Year1 | $60,589 | ExcessFromYear1Amt |
| Excess From Current Year | $61,567 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| African American Heritage Foundation | |||||
| 446 11th Avenue North | Franklin | TN | 37064 | General Purpose | $1,000 |
| African American Heritage Foundation - Tommy Murdic Sch Dinner | |||||
| 446 11th Avenue North | Franklin | TN | 37064 | General Purpose | $2,000 |
| American legion post 1199 | |||||
| 61 Hunt Rd | Orangeburg | NY | 10962 | General Purpose | $1,500 |
| Battle Of Franklin Trust | |||||
| 1345 Eastern Flank Circle | Franklin | TN | 37167 | General Purpose | $1,500 |
| Battle Of Franklin Trust - Battlefield Reclamation | |||||
| 1345 Eastern Flank Circle | Franklin | TN | 37167 | General Purpose | $25,000 |
| Bel Canto Foundation | |||||
| 405 Hyde Park | Nashville | TN | 37215 | General Purpose | $500 |
| The Carter Center | |||||
| 453 John Lewis Freedom Pkwy NE | Atlanta | GA | 30307 | General Purpose | $1,000 |
| Casa Voices for Children | |||||
| 340 21st Ave N | Nashville | TN | 37203 | General Purpose | $250 |
| Colonial Williamsburg Foundation | |||||
| 401 S England St | Williamsburg | VA | 23185 | General Purpose | $250 |
| Davis House | |||||
| 140 Southeast PKWY | Franklin | TN | 37064 | General Purpose | $1,500 |
| East Brentwood Presbyterian Church | |||||
| 9000 Concord Rd | Brentwood | TN | 37027 | General Purpose | $1,000 |
| Fisk University - Scholarships | |||||
| 1000 17th Ave N | Nashville | TN | 37208 | General Purpose | $2,500 |
| Franklin Cumberland Presbyterian Church - Bldg Restoration | |||||
| 615 W Main St | Franklin | TN | 37064 | General Purpose | $10,000 |
| Friends of Franklin Parks | |||||
| 1368 Eastern Flank Cir | Franklin | TN | 37064 | General Purpose | $3,000 |
| Graceworks | |||||
| 104 Southeast PKWY | Franklin | TN | 37064 | General Purpose | $1,500 |
| Greater Nashville United Way - Tornado Relief | |||||
| 250 Venture Cir | Nashville | TN | 37228 | General Purpose | $500 |
| Hands on Nashville - Tornado Relief | |||||
| 2525 Perimeter Pl Dr 121 | Nashville | TN | 37214 | General Purpose | $500 |
| Hard Bargain Association | |||||
| 608 Mt Hope Street | Franklin | TN | 37064 | General Purpose | $7,000 |
| Harpeth Conservancy - River Swing Cocktail Hour Sponsor | |||||
| 215 Jamestown Park Road Suite 101 | Brentwood | TN | 37027 | General Purpose | $2,500 |
| Harpeth Conservancy - Songwriters for Stream | |||||
| 215 Jamestown Park Road Suite 101 | Brentwood | TN | 37228 | General Purpose | $250 |
| Heifer International | |||||
| 212 S Broad St Unit C | Brevard | NC | 28712 | General Purpose | $1,500 |
| Hope & Healing at Hillenglade | |||||
| 30 Hillenglade Dr | Nashville | TN | 37207 | General Purpose | $250 |
| International Church Society | |||||
| 5100 Wyoming Avenue | Nashville | TN | 37209 | General Purpose | $500 |
| The Land Trust for Tennessee | |||||
| 400 Franklin Pike | Nashville | TN | 37204 | General Purpose | $5,800 |
| Nashville City Cemetery | |||||
| 1001 4th Ave S | Nashville | TN | 37210 | General Purpose | $2,500 |
| Nashville Red Cross - Tornado Relief | |||||
| 2201 Charlotte Ave | Nashville | TN | 37203 | General Purpose | $500 |
| Project Hope Foundation - Syria & Turkey Earthquake Victims | |||||
| 2131 Woodruff Rd 2100 | Greenville | SC | 29607 | General Purpose | $1,000 |
| Red Hook High School | |||||
| 103 W Market Street | Red Hook | NY | 12571 | General Purpose | $2,500 |
| The Refuge Center - Hope Grows | |||||
| 103 Forrest Crossing Blvd 102 | Franklin | TN | 37064 | General Purpose | $400 |
| St Catherine's of Alexandria Bldg Fund - Worship Center | |||||
| 540 3rd Ave NE | Valley City | ND | 58072 | General Purpose | $5,000 |
| Studio Tenn - One Night Only | |||||
| 230 Franklin Rd | Franklin | TN | 37064 | General Purpose | $500 |
| Tennessee Historical Society | |||||
| 305 Sixth Ave North | Nashville | TN | 37243 | General Purpose | $1,500 |
| Tennessee State Museum Foundation - Patron's Party Sponsorship | |||||
| 505 Deaderick Street | Nashville | TN | 37243 | General Purpose | $5,000 |
| UNICEF | |||||
| 125 Maiden Lane | New York | NY | 10038 | General Purpose | $1,500 |
| Wells College | |||||
| 170 Main St | Aurora | NY | 13026 | General Purpose | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,700 | 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 | 01 | ExclusionCd |
| Exclusion | $2,500 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,848 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,348 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,348 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Stock Sales | RelationshipStatementTxt |
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 | Legal & Accounting | CategoryTxt |
| Amt | $3,018 | Amt |
| Net Investment Income | $1,509 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,509 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Morgan Stanley Securities | $769,660 | $749,360 | $0 |
| Merrill Lynch Securities | $632,349 | $749,360 | $1,596,158 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Postage | $60 | $30 | $30 |
| Bank Fees - Comerica | $122 | $61 | $61 |
| Bank Fees - Merrill | $150 | $75 | $75 |
| Supplies | $338 | $169 | $169 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MI Annual Report | CategoryTxt |
| Amt | $20 | Amt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |