PAM LEWIS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PAM LEWIS FOUNDATION (EIN 38-3278908)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-16
- IRS object ID
- 202311369349101056
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-16T10:59:03-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | s | PersonFirstNm |
| Person Last | gary spicer sr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,211,659 | 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 | $4,809 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,809 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,961 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,961 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,293 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,293 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $40,063 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,063 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,657 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,475 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $600 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $600 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $367 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $183 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,268 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$108,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $620,737 | CashBOYAmt |
| Cash EOY | $502,157 | CashEOYAmt |
| Cash EOYFMV | $502,157 | CashEOYFMVAmt |
| Other Assets BOY | $1,392,410 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,402,009 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,709,502 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,013,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,904,166 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,211,659 | 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 | $2,013,147 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,904,166 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,013,147 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,904,166 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,013,147 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,904,166 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,013,147 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$108,981 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,904,166 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,904,166 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Merrill Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $7,298 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,005 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,293 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,293 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,293 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $511 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $511 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,040 | 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 | $4,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,529 | OverpaymentAmt |
| Applied To ES Tax | $3,529 | 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 | $9,657 | $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 | $722,911 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $812,989 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $812,989 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,195 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $800,794 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $511 | TotalTaxAmt |
| Distributable Before Adj | $39,529 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,529 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,529 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,118 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,118 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,209 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $106,477 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,696 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,370 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $53,460 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $259,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,118 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,529 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,589 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $319,801 | 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 | $39,209 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $280,592 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $106,477 | ExcessFromYear4Amt |
| Excess From Year3 | $24,696 | ExcessFromYear3Amt |
| Excess From Year2 | $35,370 | ExcessFromYear2Amt |
| Excess From Year1 | $53,460 | ExcessFromYear1Amt |
| Excess From Current Year | $60,589 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 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 |
| Battle Of Franklin Trust | |||||
| 1345 Eastern Flank Circle | Franklin | TN | 37167 | General Purpose | $500 |
| Battle Of Franklin Trust - Federal marker in honor of Sam Grant | |||||
| 1345 Eastern Flank Circle | Franklin | TN | 37167 | General Purpose | $35,000 |
| BOFT | |||||
| 1345 Eastern Flank Circle | Franklin | TN | 37167 | General Purpose | $500 |
| Boys & Girls Club | |||||
| 1275 Peachtree Street NE | Atlanta | GA | 30309 | General Purpose | $500 |
| Bridges of Williamson County | |||||
| 435 Main Street | Franklin | TN | 37064 | General Purpose | $1,000 |
| Brightstone | |||||
| 140 SE Pkwy Ct | Franklin | TN | 37064 | General Purpose | $1,500 |
| The Carter Center | |||||
| 453 John Lewis Freedom Pkwy NE | Atlanta | GA | 30307 | General Purpose | $250 |
| Cheekwood Botanical Gardens | |||||
| 1200 Forrest Park Dr | Nashville | TN | 37205 | General Purpose | $350 |
| Colonial Williamsburg Foundation | |||||
| 401 S England St | Williamsburg | VA | 23185 | General Purpose | $100 |
| Columbia State Community College- Pam Lewis Scholarship | |||||
| 1665 Hampshire Pike | Columbia | TN | 38401 | General Purpose | $2,500 |
| Franklin's Charge | |||||
| 604 W Main St | Franklin | TN | 37064 | General Purpose | $1,000 |
| Franklin Boys & Girls Club | |||||
| 129 W Folkes St Ste 1000 | Franklin | TN | 37064 | General Purpose | $1,000 |
| Franklin Masonic Hall | |||||
| 115 2ND Ave South | Franklin | TN | 37064 | General Purpose | $1,500 |
| Franklin Tomorrow Inc | |||||
| 198 E Main St Ste 205 | Franklin | TN | 37064 | General Purpose | $1,250 |
| Friends of Franklin Parks | |||||
| 1368 Eastern Flank Cir | Franklin | TN | 37064 | General Purpose | $10,000 |
| Friends of SDLIA | |||||
| 1303 16th Ave S | Nashville | TN | 37212 | General Purpose | $1,500 |
| Global Giving | |||||
| 711 S 7th St | Nashville | TN | 37206 | General Purpose | $2,500 |
| Hard Bargain Association | |||||
| 608 Mt Hope Street | Franklin | TN | 37064 | General Purpose | $1,500 |
| Harpeth Conservancy | |||||
| 215 Jamestown Park Road Suite 101 | Brentwood | TN | 37027 | General Purpose | $1,000 |
| International Relief Teams | |||||
| 4560 Alvarado Canyon Rd Ste 1H | San Diego | CA | 92120 | General Purpose | $2,500 |
| The Land Trust for Tennessee | |||||
| 400 Franklin Pike | Nashville | TN | 37204 | General Purpose | $3,050 |
| Leadership Middle Tennessee | |||||
| 100 Bluegrass Commons Blvd Ste 2370 | Hendersonville | TN | 37075 | General Purpose | $250 |
| Mercy Community Care | |||||
| 1113 Murfreesboro Rd Ste 319 | Franklin | TN | 37064 | General Purpose | $500 |
| Mid Cumberland Meals on Wheels | |||||
| 1101 Kermit Dr Ste 300 | Nashville | TN | 37217 | General Purpose | $500 |
| Middle Tennessee State University- Pam Lewis Foundation | |||||
| 1301 E Main Street | Murfreesboro | TN | 37132 | General Purpose | $7,500 |
| Naples Historical Society | |||||
| 137 12th Ave S | Naples | FL | 34102 | General Purpose | $250 |
| National Trust for Historic Preservation | |||||
| 2600 Virginia Ave NW Ste 1100 | Washington | DC | 20037 | General Purpose | $1,350 |
| Pull Tight Players | |||||
| 112 2nd Ave South | Franklin | TN | 37064 | General Purpose | $1,000 |
| Red Hook High School- Jack & Joan Lewis Scholarship | |||||
| 103 W Market Street | Red Hook | NY | 12571 | General Purpose | $2,500 |
| Shorter Chapel AME | |||||
| 255 Natchez St | Franklin | TN | 37064 | General Purpose | $2,500 |
| Studio Tenn Theatre Company | |||||
| 2000 Mallory Lane Ste 130-624 | Franklin | TN | 37067 | General Purpose | $1,000 |
| Tennessee Arts Academy Foundation | |||||
| 1900 Belmont Blvd | Nashville | TN | 37212 | General Purpose | $400 |
| Tennessee State Museum | |||||
| 1000 Rosa L Parks Blvd | Nashville | TN | 37208 | General Purpose | $5,000 |
| Walden's Puddle Wildlife Rehab | |||||
| 2826 Dogwood Place | Nashville | TN | 37204 | General Purpose | $250 |
| WCTE PBS | |||||
| 229 E Broad St | Cookeville | TN | 38501 | General Purpose | $350 |
| Wells College | |||||
| 170 Main St | Aurora | NY | 13026 | General Purpose | $1,000 |
| Wilderstein Historic Site | |||||
| 330 Morton Road / PO Box 383 | Rhineback | NY | 12572 | General Purpose | $500 |
| Williamson County Historical Commission | |||||
| PO Box 71 | Franklin | TN | 37065 | General Purpose | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,850 | 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 | $4,809 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,961 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,293 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,063 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,063 | 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 | $4,950 | Amt |
| Net Investment Income | $2,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,475 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Morgan Stanley Securities | $766,354 | $769,660 | $0 |
| Merrill Lynch Securities | $626,056 | $632,349 | $1,709,502 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Postage | $158 | $79 | $79 |
| Bank Fees - Comerica | $29 | $15 | $14 |
| Bank Fees - Merrill | $180 | $90 | $90 |
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 |