MARY G K FOX FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARY G K FOX FOUNDATION (EIN 62-6160483)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202021919349100807
- Schema version
- 2019v5.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T11:03:55-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-06-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,342,601 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $136,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,120 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $795,585 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,120 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $186 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $259,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,403 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $41,592 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,796 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,796 | 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 | $7,458 | TaxesRevAndExpnssAmt |
| 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 |
| Tot Opr Expenses Rev And Expnss | $49,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,796 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,796 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,796 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,499 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,607 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $127,153 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $163,818 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $163,818 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,583,375 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,583,658 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,178,783 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,710,618 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,747,476 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,342,601 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,710,618 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,747,476 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,710,618 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,747,476 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,710,618 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,747,476 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,710,618 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,499 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,751,117 | SubtotalAmt |
| Other Decreases | $3,641 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,747,476 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 356. VECTREN CORP | 2016-01-25 | 2019-02-01 | $25,632 | $12,790 | $12,842 | $12,842 | |
| 65. VECTREN CORP | 2018-02-16 | 2019-02-01 | $4,680 | $4,071 | $609 | $609 | |
| 45. INTERNATIONAL PAPER | 2018-07-16 | 2019-02-20 | $2,154 | $2,395 | -$241 | -$241 | |
| 520. INTERNATIONAL PAPER | 2018-02-16 | 2019-02-20 | $24,894 | $26,407 | -$1,513 | -$1,513 | |
| 479. MERCK & CO INC | 2018-02-16 | 2019-02-20 | $37,961 | $24,269 | $13,692 | $13,692 | |
| 188. NORFOLK SOUTHERN CORP | 2018-02-16 | 2019-02-20 | $34,498 | $13,141 | $21,357 | $21,357 | |
| 572. UGI CORP NEW | 2018-02-16 | 2019-02-20 | $30,550 | $17,527 | $13,023 | $13,023 | |
| 1130.289 DFA REAL ESTATE SECS PORT | 2018-07-16 | 2019-02-22 | $41,911 | $39,854 | $2,057 | $2,057 | |
| 4603.608 DFA REAL ESTATE SECS PORT | 2017-07-18 | 2019-02-22 | $170,702 | $146,988 | $23,714 | $23,714 | |
| 187. FEDERATED TOTAL RETURN BOND FUND-IN | 2013-07-31 | 2019-02-22 | $1,982 | $2,057 | -$75 | -$75 | |
| 4445. LORD ABBETT SHRT DUR INC-I | 2016-06-23 | 2019-02-22 | $18,536 | $19,291 | -$755 | -$755 | |
| 52. MFS EMERGING MKTS DEBT FD I | 2017-07-18 | 2019-02-22 | $737 | $777 | -$40 | -$40 | |
| 65. PIMCO GLOBAL BD USD HEDGE-IN | 2016-10-24 | 2019-02-22 | $660 | $676 | -$16 | -$16 | |
| 25. PROCTER AND GAMBLE | 2016-12-15 | 2019-02-22 | $2,497 | $2,103 | $394 | $394 | |
| 269. THORNBURG LTD TRM INC-I | 2018-03-29 | 2019-02-22 | $3,575 | $3,567 | $8 | $8 | |
| 50. AT & T INC | 2018-02-16 | 2019-04-04 | $1,601 | $1,861 | -$260 | -$260 | |
| 25. AMERIPRISE FINANCIAL INC. | 2018-02-16 | 2019-04-04 | $3,429 | $3,022 | $407 | $407 | |
| 25. ANALOG DEVICES INC | 2018-02-16 | 2019-04-04 | $2,752 | $2,150 | $602 | $602 | |
| 25. APPLE COMPUTER INC | 2018-02-16 | 2019-04-04 | $4,903 | $3,330 | $1,573 | $1,573 | |
| 100. CISCO SYSTEMS | 2015-07-14 | 2019-04-04 | $5,554 | $2,787 | $2,767 | $2,767 | |
| 25. CUMMINS INC | 2018-02-16 | 2019-04-04 | $4,047 | $4,145 | -$98 | -$98 | |
| 25. DARDEN RESTUARANTS INC-W/I | 2018-02-16 | 2019-04-04 | $2,939 | $2,415 | $524 | $524 | |
| 25. EXELON CORPORATION | 2019-02-22 | 2019-04-04 | $1,248 | $1,221 | $27 | $27 | |
| 681. FEDERATED TOTAL RETURN BOND FUND-IN | 2013-07-31 | 2019-04-04 | $7,287 | $7,491 | -$204 | -$204 | |
| 50. INTEL CORP | 2017-07-18 | 2019-04-04 | $2,791 | $1,680 | $1,111 | $1,111 | |
| 25. JP MORGAN CHASE & CO | 2015-04-06 | 2019-04-04 | $2,628 | $1,511 | $1,117 | $1,117 | |
| 540. LORD ABBETT FLOATING RATE-I | 2018-02-21 | 2019-04-04 | $4,817 | $4,973 | -$156 | -$156 | |
| 924. LORD ABBETT SHRT DUR INC-I | 2016-06-23 | 2019-04-04 | $3,862 | $4,010 | -$148 | -$148 | |
| 661. LORD ABBETT HIGH YIELD-I | 2017-07-18 | 2019-04-04 | $4,865 | $5,103 | -$238 | -$238 | |
| 170. MFS EMERGING MKTS DEBT FD I | 2017-07-18 | 2019-04-04 | $2,438 | $2,533 | -$95 | -$95 | |
| 332. MFS INTL INTRINSIC VALUE FUND-I | 2015-04-06 | 2019-04-04 | $14,857 | $12,477 | $2,380 | $2,380 | |
| 50. MICROSOFT CORP | 2015-04-06 | 2019-04-04 | $5,999 | $2,043 | $3,956 | $3,956 | |
| 25. NOVARTIS AG-ADR | 2018-02-16 | 2019-04-04 | $2,351 | $2,271 | $80 | $80 | |
| 362. OPPENHEIMER INTL GROWTH FD-Y | 2015-04-06 | 2019-04-04 | $14,379 | $13,521 | $858 | $858 | |
| 237. PIMCO GLOBAL BD USD HEDGE-IN | 2016-10-24 | 2019-04-04 | $2,417 | $2,465 | -$48 | -$48 | |
| 25. PFIZER INC WITH RIGHTS EXP 10/5/97 | 2018-02-16 | 2019-04-04 | $1,070 | $902 | $168 | $168 | |
| 604. PIMCO INCOME FUND-INS | 2017-07-18 | 2019-04-04 | $7,260 | $7,471 | -$211 | -$211 | |
| 736. PRINCIPAL PREFERRED SEC-INS | 2017-07-18 | 2019-04-04 | $7,294 | $7,689 | -$395 | -$395 | |
| 25. PROCTER AND GAMBLE | 2016-12-15 | 2019-04-04 | $2,585 | $2,103 | $482 | $482 | |
| 25. PUBLIC SERVICE ENTERPRISE GROUP INC | 2018-02-16 | 2019-04-04 | $1,471 | $1,227 | $244 | $244 | |
| 75. TARGET CORP | 2016-10-24 | 2019-04-04 | $5,961 | $5,016 | $945 | $945 | |
| 543. THORNBURG LTD TRM INC-I | 2018-03-29 | 2019-04-04 | $7,260 | $7,200 | $60 | $60 | |
| 25. TRAVELERS COMPANIES INC | 2018-02-16 | 2019-04-04 | $3,406 | $3,368 | $38 | $38 | |
| 25. UNILEVER N V -NY SHARES | 2018-02-16 | 2019-04-04 | $1,452 | $1,368 | $84 | $84 | |
| 136. VANGUARD M/C GROW INDX-ADM | 2015-06-29 | 2019-04-04 | $8,478 | $6,193 | $2,285 | $2,285 | |
| 173. VICTORY SYCAMORE EST VAL-I | 2015-04-06 | 2019-04-04 | $6,555 | $6,128 | $427 | $427 | |
| 253. VOYA MIDCAP OPPORTUNITIES-I | 2013-07-31 | 2019-04-04 | $5,865 | $6,538 | -$673 | -$673 | |
| 25. EATON CORP PLC | 2018-02-16 | 2019-04-04 | $2,072 | $1,973 | $99 | $99 | |
| 25. LYONDELLBASELL INDUSTRIES NV | 2015-04-06 | 2019-04-04 | $2,266 | $2,254 | $12 | $12 | |
| 10. ALCON INC | 2019-02-22 | 2019-04-11 | $555 | $515 | $40 | $40 | |
| 66. ALCON INC | 2018-02-16 | 2019-04-11 | $3,660 | $3,160 | $500 | $500 | |
| 1875. HOST MARRIOTT CORP | 2019-02-22 | 2019-07-02 | $34,232 | $39,341 | -$5,109 | -$5,109 | |
| 19218.704 LORD ABBETT FLOATING RATE-I | 2018-02-21 | 2019-08-16 | $169,701 | $169,445 | $256 | $256 | |
| 409.877 LORD ABBETT FLOATING RATE-I | 2019-02-22 | 2019-08-16 | $3,619 | $3,652 | -$33 | -$33 | |
| CAPITAL GAIN DIVIDENDS | $24,690 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,120 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $189,895 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,971,055 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04782 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $181,379 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,018,975 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045131 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $164,642 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,794,820 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043386 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $166,357 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,438,663 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048378 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $165,647 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,065,357 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054038 | DistributionYr5Rt |
| Total Distribution | 0.238753 | TotalDistributionRt |
| Average Distribution | 0.047751 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,092,478 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $195,420 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,386 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $197,806 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $190,836 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,772 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,772 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,344 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $42 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,386 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $87 | EsPenaltyAmt |
| Tax Due | $2,473 | 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 | $41,592 |
| 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 | $4,046,240 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,154,800 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,154,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,092,478 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,772 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,772 | TotalTaxAmt |
| Distributable Before Adj | $199,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,852 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,836 | 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 | $190,836 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,836 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $190,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $190,836 | 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 | $9,016 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GREENE COUNTY FIREWOOD MINISTRY | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $4,500 | |
| ADVENTIST COMMUNITY | ||||||||
| 120 IDLETIME DRIVE | GREENEVILLE | TN | 37743 | NONE | N/A | ASSISTANCE TO INDIGENT | $7,500 | SERVICES CENTER |
| GREENEVILLE ARTS COUNCIL | ||||||||
| PO BOX 2282 | GREENEVILLE | TN | 37744 | NONE | N/A | WEB SITE DOMAIN AND HOSTING | $1,200 | |
| BALLAD HEALTH FOUNDATION | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $2,500 | |
| GREENEVILLE THEATER GUILD | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $5,000 | |
| CITY GARAGE CAR MUSEUM | ||||||||
| 210 SOUTH MAIN STREET | GREENEVILLE | TN | 37743 | NONE | N/A | EDUCATIONAL AUDIO/VIDEO | $750 | |
| GREENEVILLE LACROSSE CLUB | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $750 | |
| GREENE LEAF | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $1,500 | |
| GREENEVILLE GREENE CO COM MINISTRIES | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $20,000 | |
| CAMP JOHN SPEER | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $500 | |
| FIRST HORIZON BANK | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $1,000 | DEVELOPMENT DIST FDN |
| SECOND HARVEST FOOD BANK OF E TN | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $5,000 | |
| ISAIAH 117 HOUSE | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $3,500 | |
| WINDOWS TO THE PAST | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $5,000 | |
| SEQUOYAH COUNCIL BOY | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $1,000 | SCOUTS AMERICA |
| GREENEVILLE GREENE CO HISTORY | ||||||||
| 800 S GAY STREET | KNOXVILLE | TN | 37929 | N/A | N/A | SUPPORT | $840 | MUSEUM |
| CENTRAL BALLET THEATRE | ||||||||
| 120 WEST SUMMER STREET | GREENEVILLE | TN | 37743 | NONE | N/A | PRODUCTION SUPPORT | $2,500 | OF GREENEVILLE |
| FELLOWSHIP OF CHRISTIAN | ||||||||
| 210 MOUNTAIN VIEW CIRCLE | ELIZABETHTON | TN | 37643 | NONE | N/A | SCHOLARSHIPS TO FCA EVENTS | $3,000 | ATHLETES |
| TABERNACLE MISSION SOUP KITCHEN | ||||||||
| 715 WESLEY AVENUE | GREENEVILLE | TN | 37743 | NONE | N/A | REPLACEMENT OF FLOORING | $15,000 | |
| TUSCULUM COLLEGE | ||||||||
| PO BOX 5040 | GREENEVILLE | TN | 37743 | NONE | N/A | SCHOLARSHIP FUNDS | $25,000 | |
| GIRL SCOUTS OF THE | ||||||||
| 1100 WOODLAND AVENUE | JOHNSON CITY | TN | 37602 | NONE | N/A | SUMMER PROGRAMMING | $1,000 | APPLACHIAN COUNCIL |
| 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 | $4,500 | |
| FRIENDS OF GREENEVILLE | ||||||||
| 210 NORTH MAIN STREET | GREENEVILLE | TN | 37745 | NONE | N/A | CHILDREN AND TEEN READING | $1,000 | GREENE CO LIBRARY |
| 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 | $2,000 | |
| BOYS AND GIRLS CLUB | ||||||||
| 740 W CHURCH STREET | GREENEVILLE | TN | 37743 | NONE | N/A | AFTER SCHOOL AND SUMMER | $25,000 | |
| GREENEVILLE EMERGENCY | ||||||||
| 602 WEST CHURCH STREET | GREENEVILLE | TN | 37744 | NONE | N/A | EQUIPMENT PURCHASES | $2,000 | RESCUE SQUAD |
| NISWONGER PERFORMING ARTS CENTER | ||||||||
| 212 TUSCULUM BLVD | GREENEVILLE | TN | 37745 | NONE | N/A | EDUCATIONAL OPPORTUNITIES | $20,000 | |
| GREENE COUNTY IMAGINATION | ||||||||
| PO BOX 2922 | GREENEVILLE | TN | 37744 | NONE | N/A | BOOKS FOR CHILDREN | $4,500 | LIBRARY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,040 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,283 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,120 | 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 | $186 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $259,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,589 | 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 | $1,735,020 | $1,757,765 |
| TOTAL EQUITIES | $1,848,638 | $2,421,018 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING/ROUNDING VARIANCES | Desc |
| Amt | $3,641 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $186 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $563 | $0 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $3,516 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,344 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,035 | $0 | $0 |