MARY G K FOX FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARY G K FOX FOUNDATION (EIN 62-6160483)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-01
- IRS object ID
- 202531219349100213
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-01T09:01:22-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626160483 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY GK FOX FOUNDATION 15-5006007 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 8659712023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S GAY STREET | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 379951230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST HORIZON BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8659712023 | PhoneNum |
| Signature | 2025-04-30 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,596,085 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $171,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,634 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $171,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $508,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $171,063 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,446 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $344,143 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $342,697 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,198 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,599 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,599 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,060 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,060 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,066 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $533 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $49,324 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $179,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $179,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $228,574 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,849 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $115,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $316,505 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $216 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $118,219 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $172,630 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,880,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,939,776 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,423,455 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,999,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,112,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,596,085 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,999,032 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,112,406 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,999,032 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,112,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,999,032 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,112,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,999,032 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $115,569 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,114,601 | SubtotalAmt |
| Other Decreases | $2,195 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,112,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 240. BANK OF NEW YORK MELLON CORP | 2023-05-26 | 2024-01-25 | $13,222 | $9,818 | $3,404 | $3,404 | |
| 14. BROADCOM INC | 2022-04-06 | 2024-01-25 | $17,696 | $8,435 | $9,261 | $9,261 | |
| 90. CITIGROUP INC | 2022-04-06 | 2024-01-25 | $4,788 | $4,551 | $237 | $237 | |
| 90. IBM | 2018-07-16 | 2024-01-25 | $17,591 | $13,712 | $3,879 | $3,879 | |
| 55. JP MORGAN CHASE & CO | 2022-04-06 | 2024-01-25 | $9,439 | $6,733 | $2,706 | $2,706 | |
| 145. METLIFE INC | 2020-07-23 | 2024-01-25 | $10,128 | $5,740 | $4,388 | $4,388 | |
| 356. ORACLE CORPORATION | 2020-07-23 | 2024-01-25 | $41,337 | $17,647 | $23,690 | $23,690 | |
| 110. PRUDENTIAL FINANCIAL INC XXX-XX-XXXX | 2019-02-20 | 2024-01-25 | $11,561 | $10,473 | $1,088 | $1,088 | |
| 226. TARGET CORP | 2023-01-24 | 2024-01-25 | $31,693 | $19,739 | $11,954 | $11,954 | |
| 30. TRAVELERS COMPANIES INC | 2015-04-06 | 2024-01-25 | $6,311 | $3,250 | $3,061 | $3,061 | |
| 30. UNION PACIFIC | 2017-06-02 | 2024-01-25 | $7,152 | $3,363 | $3,789 | $3,789 | |
| 35. AMERICAN ELECTRIC POWER INC | 2020-07-23 | 2024-05-02 | $3,065 | $3,096 | -$31 | -$31 | |
| 90. CITIGROUP INC | 2022-04-06 | 2024-05-02 | $5,513 | $4,551 | $962 | $962 | |
| 20. CUMMINS INC | 2022-04-06 | 2024-05-02 | $5,577 | $3,970 | $1,607 | $1,607 | |
| 40. EMERSON ELECTRIC CO WITH RIGHTS EXP 11/1/98 | 2023-08-02 | 2024-05-02 | $4,250 | $3,822 | $428 | $428 | |
| 945. HARTFORD INTL VAL-Y | 2023-08-02 | 2024-05-02 | $17,993 | $16,651 | $1,342 | $1,342 | |
| 25. JP MORGAN CHASE & CO | 2020-07-23 | 2024-05-02 | $4,774 | $2,462 | $2,312 | $2,312 | |
| 575. MFS MID CAP GROWTH FUND-R6 | 2023-01-24 | 2024-05-02 | $17,664 | $14,706 | $2,958 | $2,958 | |
| 65. PUBLIC SERVICE ENTERPRISE GROUP INC | 2020-07-23 | 2024-05-02 | $4,525 | $3,638 | $887 | $887 | |
| 25. SOUTHERN CO | 2021-11-05 | 2024-05-02 | $1,872 | $1,582 | $290 | $290 | |
| 160. VANGUARD M/C GROW INDX-ADM | 2023-01-24 | 2024-05-02 | $15,554 | $13,206 | $2,348 | $2,348 | |
| 210. VICTORY SYCAMORE EST VAL-R6 | 2023-03-24 | 2024-05-02 | $10,103 | $8,679 | $1,424 | $1,424 | |
| 100. WAL-MART STORES | 2016-12-15 | 2024-05-02 | $5,953 | $2,393 | $3,560 | $3,560 | |
| 60. GARMIN LTD | 2023-05-09 | 2024-05-02 | $9,829 | $6,242 | $3,587 | $3,587 | |
| 160. AT & T INC | 2022-06-01 | 2024-09-24 | $3,439 | $3,386 | $53 | $53 | |
| 30. ABBVIE INC | 2019-07-02 | 2024-09-24 | $5,810 | $2,217 | $3,593 | $3,593 | |
| 55. AMERICAN ELECTRIC POWER INC | 2021-03-19 | 2024-09-24 | $5,594 | $4,681 | $913 | $913 | |
| 90. AMERICAN TOWER CORP REIT | 2022-04-06 | 2024-09-24 | $21,286 | $20,341 | $945 | $945 | |
| 130. BANK OF NEW YORK MELLON CORP | 2023-05-26 | 2024-09-24 | $9,350 | $5,318 | $4,032 | $4,032 | |
| 80. BROADCOM INC | 2022-04-06 | 2024-09-24 | $13,945 | $4,820 | $9,125 | $9,125 | |
| 15. CUMMINS INC | 2022-04-06 | 2024-09-24 | $4,815 | $2,977 | $1,838 | $1,838 | |
| 75. HP INC | 2023-03-24 | 2024-09-24 | $2,678 | $2,058 | $620 | $620 | |
| 125. HARTFORD INTL VAL-Y | 2023-08-02 | 2024-09-24 | $2,531 | $2,203 | $328 | $328 | |
| 10. HOME DEPOT | 2024-01-25 | 2024-09-24 | $3,976 | $3,505 | $471 | $471 | |
| 25. IBM | 2019-02-22 | 2024-09-24 | $5,511 | $3,351 | $2,160 | $2,160 | |
| 10. JP MORGAN CHASE & CO | 2020-07-23 | 2024-09-24 | $2,109 | $985 | $1,124 | $1,124 | |
| 25. CLEARBRIDGE INTL GRWTH-IS | 2023-08-02 | 2024-09-24 | $1,763 | $1,492 | $271 | $271 | |
| 10. LOCKHEED MARTIN CORP | 2022-04-06 | 2024-09-24 | $5,775 | $4,550 | $1,225 | $1,225 | |
| 50. METLIFE INC | 2023-03-24 | 2024-09-24 | $4,035 | $2,657 | $1,378 | $1,378 | |
| 35. OMNICOM GROUP INC XXX-XX-XXXX | 2016-12-15 | 2024-09-24 | $3,562 | $3,091 | $471 | $471 | |
| 70. PHILIP MORRIS INTERNATIONAL | 2023-08-02 | 2024-09-24 | $8,472 | $6,874 | $1,598 | $1,598 | |
| 20. PROCTER AND GAMBLE | 2016-12-15 | 2024-09-24 | $3,454 | $1,683 | $1,771 | $1,771 | |
| 30. PRUDENTIAL FINANCIAL INC XXX-XX-XXXX | 2019-02-20 | 2024-09-24 | $3,597 | $2,856 | $741 | $741 | |
| 110. PUBLIC SERVICE ENTERPRISE GROUP INC | 2018-02-16 | 2024-09-24 | $9,659 | $4,808 | $4,851 | $4,851 | |
| 85. SOUTHERN CO | 2021-11-05 | 2024-09-24 | $7,637 | $5,379 | $2,258 | $2,258 | |
| 10. TEXAS INSTRUMENTS INC WITH RIGHTS EXP 6/17/98 | 2023-03-24 | 2024-09-24 | $2,058 | $1,790 | $268 | $268 | |
| 10. TRAVELERS COMPANIES INC | 2023-03-24 | 2024-09-24 | $2,376 | $1,630 | $746 | $746 | |
| 5. UNION PACIFIC | 2023-03-24 | 2024-09-24 | $1,238 | $926 | $312 | $312 | |
| 75. VERIZON COMMUNICATIONS | 2022-04-06 | 2024-09-24 | $3,333 | $3,989 | -$656 | -$656 | |
| 80. VICTORY SYCAMORE EST VAL-R6 | 2019-02-22 | 2024-09-24 | $4,202 | $3,011 | $1,191 | $1,191 | |
| 170. WAL-MART STORES | 2016-12-15 | 2024-09-24 | $13,693 | $4,068 | $9,625 | $9,625 | |
| 452. MEDTRONIC PLC | 2023-01-24 | 2024-09-24 | $40,434 | $42,427 | -$1,993 | -$1,993 | |
| 15. GARMIN LTD | 2023-05-09 | 2024-09-24 | $2,621 | $1,560 | $1,061 | $1,061 | |
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $31,612 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $171,063 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,399 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,399 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,399 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,487 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,407 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $32 | EsPenaltyAmt |
| Tax Due | $24 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST HORIZON BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8659712280 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TRUST DIVISION | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 379951230 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FIRST HORIZON BANK | ||||||
| 800 S GAY STREET | KNOXVILLE | TN | 379951230 | TRUSTEE | 25 | $45,198 |
| CARLA BEWLEY | ||||||
| 1890 GREYSTONE ROAD | GREENEVILLE | TN | 37743 | BOARD MEMB | 5 | $0 |
| TERRY BELLAMY | ||||||
| 151 SOUTHWIND CIRCLE | GREENEVILLE | TN | 37743 | BOARD MEMB | 5 | $0 |
| JOHN MCINTURFF | ||||||
| 1825 MOORE AVENUE | GREENEVILLE | TN | 37745 | BOARD MEMB | 5 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,391,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,511,893 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,511,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,444,215 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $222,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $222,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,399 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,399 | TotalTaxAmt |
| Distributable Before Adj | $217,812 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $217,812 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $217,812 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,849 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $201,849 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $217,812 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $78,633 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $201,849 | QualifyingDistributionsAmt |
| Applied To Year1 | $78,633 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $123,216 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $94,596 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRUCE BRYANT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIRST TENNESSEE BANK | AddressLine1Txt |
| City | KNOXVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 379951230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8659712742 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GREENEVILLE/GREENE COUNTY TENNESSEE CHARITABLE ORGANIZATIONS ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ADVENTIST COMMUNITY | ||||||||
| SERVICES CENTER | 120 IDLETIME DRIVE | GREENEVILLE | TN | 37743 | NONE | N/A | ASSISTANCE TO INDIGENT | $12,500 |
| GREENEVILLE ARTS COUNCIL | ||||||||
| PO BOX 2282 | GREENEVILLE | TN | 37744 | NONE | N/A | WEB SITE DOMAIN AND HOSTING | $1,000 | |
| CITY GARAGE CAR MUSEUM | ||||||||
| 210 SOUTH MAIN STREET | GREENEVILLE | TN | 37743 | NONE | N/A | EDUCATIONAL AUDIO/VIDEO | $750 | |
| CENTRAL BALLET THEATRE | ||||||||
| OF GREENEVILLE | 120 WEST SUMMER STREET | GREENEVILLE | TN | 37743 | NONE | N/A | PRODUCTION SUPPORT | $2,500 |
| GREENE COUNTY FIREWOOD MINISTRY | ||||||||
| 230 WEST DEPOT STREET | GREENEVILLE | TN | 37743 | NONE | N/A | 2022 GRANT REQUEST | $4,000 | |
| GREENE LOCAL EDU ADVANCE FDN | ||||||||
| 128 S MAIN STREET | GREENEVILLE | TN | 37444 | NONE | N/A | SUPPORT | $3,500 | |
| GEORGE CLEM MULTICULTURAL | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $7,500 | |
| TABERNACLE MISSION SOUP KITCHEN | ||||||||
| 715 WESLEY AVENUE | GREENEVILLE | TN | 37743 | NONE | N/A | REPLACEMENT OF FLOORING | $5,000 | |
| GREENEVILLE THEATRE GUILD | ||||||||
| GREENEVILLE THEATRE GUILD | GREENEVILLE | TN | 37744 | NONE | N/A | SUPPORT | $10,000 | |
| BALLAD HEALTH FOUNDATION | ||||||||
| 1019 W OAKLAND AVE SUITE 2 | JOHNSON CITY | TN | 37604 | NONE | N/A | 2022 GRANT REQUEST | $2,500 | |
| BOY SCOUTS OF AMERICA NATIONAL | ||||||||
| SEQUOYAH COUNCIL C/O LISA ADKINS | 129 BOONE RIDGE DRIVE | JOHNSON CITY | TN | 37615 | NONE | N/A | 2024 GRANT REQUEST | $1,000 |
| TUSCULUM COLLEGE | ||||||||
| PO BOX 5040 | GREENEVILLE | TN | 37743 | NONE | N/A | SCHOLARSHIP FUNDS | $20,000 | |
| GIRL SCOUTS | ||||||||
| C/O ANN WALLACE | C/O ANN WALLACE | KNOXVILLE | TN | 37919 | NONE | N/A | 2022 GRANT REQUEST | $1,000 |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 110 NORTH MAIN STREET | GREENEVILLE | TN | 37743 | NONE | N/A | COMMUNITY OUTREACH PROGRAMS | $1,500 | |
| JUNIOR ACHIEVEMENT OF TRI CITIES | ||||||||
| 330 BROAD STREET | KINGSPORT | TN | 37660 | NONE | N/A | EDUCATIONAL PROGRAMS | $1,000 | |
| YMCA OF GREENE COUNTY | ||||||||
| 404 Y STREET | GREENEVILLE | TN | 37745 | NONE | N/A | CAPITAL IMPROVEMENTS | $10,000 | |
| FRIENDS OF GREENEVILLE | ||||||||
| GREENE CO LIBRARY | 210 NORTH MAIN STREET | GREENEVILLE | TN | 37745 | NONE | N/A | CHILDREN AND TEEN READING | $1,000 |
| BAILEYTON COMMUNITY CHEST | ||||||||
| 6530 HORTON HWY | GREENEVILLE | TN | 37745 | NONE | N/A | SUPPORT | $1,000 | |
| GREENEVILLE-GREENE COUNTY | ||||||||
| COMMUNITY MINISTRIES | PO BOX 545 | GREENEVILLE | TN | 37744 | NONE | N/A | ASSISTANCE TO NEEDY | $10,000 |
| NATHANAEL GREENE MUSEUM | ||||||||
| 101 WEST MCKEE STREET | GREENEVILLE | TN | 37743 | NONE | N/A | LANDSCAPING MUSEUM DISPLAY | $1,000 | |
| SECOND HARVEST FOOD BANK OF NE TN | ||||||||
| 1020 JERICHO DRIVE | KINGSPORT | TN | 37663 | NONE | N/A | 2022 GRANT REQUEST | $5,000 | |
| RURAL RESOURCES | ||||||||
| 2870 HOLLEY CREEK ROAD | GREENEVILLE | TN | 37745 | NONE | N/A | CAPITAL IMPROVEMENTS | $1,500 | |
| GIFTS FOR KIDS | ||||||||
| PO BOX 1672 | GREENEVILLE | TN | 37744 | NONE | N/A | PURCHASE OF TOYS FOR | $2,500 | |
| BOYS AND GIRLS CLUB | ||||||||
| 740 W CHURCH STREET | GREENEVILLE | TN | 37743 | NONE | N/A | AFTER SCHOOL AND SUMMER | $35,000 | |
| GREENE COUNTY LAW ENFORCEMENT ASSN | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $2,500 | |
| GREENEVILLE EMERGENCY | ||||||||
| RESCUE SQUAD | 602 WEST CHURCH STREET | GREENEVILLE | TN | 37744 | NONE | N/A | EQUIPMENT PURCHASES | $5,000 |
| NISWONGER PERFORMING ARTS CENTER | ||||||||
| 212 TUSCULUM BLVD | GREENEVILLE | TN | 37745 | NONE | N/A | EDUCATIONAL OPPORTUNITIES | $20,000 | |
| GREENE COUNTY IMAGINATION | ||||||||
| LIBRARY | PO BOX 2922 | GREENEVILLE | TN | 37744 | NONE | N/A | BOOKS FOR CHILDREN | $5,000 |
| GREENEVILLE LACROSSE CLUB | ||||||||
| 35 EARLINGTON DRIVE | GREENEVILLE | TN | 37743 | NONE | N/A | 2022 GRANT REQUEST | $1,000 | |
| CANUP OF GREENE COUNTY | ||||||||
| 900 HOLLY CREEK ROAD | GREENEVILLE | TN | 37745 | NONE | N/A | 2024 GRANT REQUEST | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $179,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,634 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $171,063 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Exclusion | $1,446 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $344,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $344,143 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TOTAL FIXED INCOME | $2,155,068 | $1,953,446 |
| TOTAL EQUITIES | $1,784,708 | $2,470,009 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING/ROUNDING VARIANCES | Desc |
| Amt | $2,195 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $1,066 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $533 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $1,446 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $1,920 | $1,920 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,040 | $1,040 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $100 | $100 | $0 |