MARY GALLOWAY HOME: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARY GALLOWAY HOME (EIN 62-0536730)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349106090
- Schema version
- 2023v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:46:06-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203538074 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSON HOWELL & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7240 GOODLETT FARMS PKWY STE 101 | AddressLine1Txt |
| City | CORDOVA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38016 | 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 | 620536730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY GALLOWAY HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 9013771250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3437 WAYNOKA AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNDI COURY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9013771250 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L JACKSON CPA | PreparerPersonNm |
| PTIN | P01206518 | PTIN |
| Phone | 9016835100 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,019,305 | 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 | $10,900 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $352,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $352,769 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $352,769 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $289,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $289,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $289,053 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,203 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,203 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,203 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $655,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $645,025 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $355,972 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $15,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,925 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $552 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $552 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111,350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,704 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44,646 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,327 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,204 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,123 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $795,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $795,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $923,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,204 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $851,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$267,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $573,821 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $355,972 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $30,981 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,998 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,998 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,532,891 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,581,817 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,404,662 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,776,143 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,711,415 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,558,839 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,056,916 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,548,398 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,421,022 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $143,074 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $360,448 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $413,261 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $26,170 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,170 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,000 | LandBOYAmt |
| Land EOY | $20,000 | LandEOYAmt |
| Land EOYFMV | $20,000 | LandEOYFMVAmt |
| Other Assets BOY | $130,717 | OtherAssetsBOYAmt |
| Other Assets EOY | $137,523 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $137,523 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,690,721 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,423,599 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,019,305 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,560,004 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,292,882 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $130,717 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $130,717 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,690,721 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,423,599 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,690,721 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,423,599 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,690,721 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$267,122 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,423,599 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,423,599 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $289,053 | GrossSalesPriceAmt |
| Gain Or Loss | $289,053 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $289,053 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $289,053 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,976 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,976 | SubtotalAmt |
| Tax Based On Investment Income | $7,976 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $289 | EsPenaltyAmt |
| Tax Due | $8,265 | 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 | WWW.MARYGALLOWAYHOME.ORG | WebsiteAddressTxt |
| Individual With Books | MARGARET BRISCOE | IndividualWithBooksNm |
| Phone | 9017540923 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3437 WAYNOKA AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38111 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| CYNDI COURY | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| TONI PARKER | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | TREASURER | 000.00 | $0 | $0 | $0 |
| JANET WILLIFORD | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | CORRESPONDIN | 000.00 | $0 | $0 | $0 |
| SUSAN HURLEY | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| EVA MAE HUSSEY | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| BEVERLY WILLIAMS | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CHERYL STEGBAUER | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CAROLYN JOHNSTON | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JUDY HALL | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| GLORIA HODGES | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SUE MCMAHON | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| RITA WEST | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| JANE WILLS | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 000.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDING SUBSIDIZED LIVING FACILITY FOR RETIRED WOMEN WITH FINANCIAL NEEDS. | Description1Txt |
| Expenses1 | $795,720 | Expenses1Amt |
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 | $13,142,419 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $557,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,699,460 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,699,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $205,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,493,968 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $674,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $674,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,976 | TotalTaxAmt |
| Distributable Before Adj | $666,722 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $666,722 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $666,722 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $851,843 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $851,843 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $666,722 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $124,962 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $124,962 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $851,843 | QualifyingDistributionsAmt |
| Applied To Current Year | $666,722 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $185,121 | RemainingDistriFromCorpusAmt |
| Total Corpus | $310,083 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $310,083 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $124,962 | ExcessFromYear1Amt |
| Excess From Current Year | $185,121 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CYNDI COURY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 WAYNOKA AVENUE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9012010621 | RecipientPhoneNum |
| Form And Info And Materials | ADMISSIONS APPLICATION FORM WITH FINANCIAL INFORMATION | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREZEVANT EPISOPAL HOME | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 N HIGHLAND ST | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $795,720 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $795,720 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $352,769 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $289,053 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| TRUST INCOME - VOEGELI | 14 | $3,072 |
| OTHER | 1 | $131 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $645,025 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $645,025 | 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 | 1A | LineNumberTxt |
| Relationship Statement | ROOM AND BOARD CHARGED TO RESIDENTS OF THE HOME FOR HIGH LEVEL OF CARE - PAYS PART OF COST OF OPERATION OF HOME. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,425 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,925 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| BALDWIN ACCOUSTIC PIANO | 2002-02-15 | $2,145 | $2,145 | S/L | 5.0000 |
| FOUNTAIN | 2003-07-31 | $1,025 | $1,025 | S/L | 5.0000 |
| PIANO | 2017-10-01 | $3,000 | $3,000 | S/L | 5.0000 |
| 0 VANCE AVE, MEMPHIS, TN | 2022-09-27 | $20,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,548,398 | EOYBookValueAmt |
| EOYFMV | $1,421,022 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,711,415 | EOYBookValueAmt |
| EOYFMV | $9,558,839 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REAL ESTATE INVESTMENT TRUSTS | $15,858 | $66,650 |
| MONEY MARKET | $294,590 | $294,590 |
| CERTIFICATE OF DEPOSIT | $50,000 | $52,021 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENTS | $6,170 | $6,170 | ||
| $20,000 | $20,000 | $20,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN TRUST | Desc |
| BOY Book Value | $130,717 | BOYBookValueAmt |
| EOY Book Value | $137,523 | EOYBookValueAmt |
| EOYFMV | $137,523 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BOARD MEETINGS | $6,002 | $6,002 | |
| INSURANCE | $9,880 | $9,880 | |
| INVESTMENT FEES - 1ST | $63,081 | $63,081 | |
| MISC. | $2,902 | $2,902 | |
| OFFICE SUPPLIES/EXPENSES | $22,562 | $22,562 | |
| SOFTWARE | $3,300 | $3,300 | |
| TRUIST ADMIN FEE | $3,623 | $3,623 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TRUST INCOME - VOEGELI | $3,072 | $3,072 | $3,072 |
| OTHER | $131 | $131 | $131 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES | CategoryTxt |
| Amt | $552 | Amt |
| Disbursements Charitable Prps | $552 | DisbursementsCharitablePrpsAmt |