STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CHARLES P WILSON FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHARLES P WILSON FOUNDATION INC (EIN 32-0249019)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202003219349100235
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T08:25:54-00:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Sullivan & Greer PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 E Wood StAddressLine1Txt
CityParisCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38242ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320249019EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES P WILSON FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone7314074561PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1829 GRANT STAddressLine1Txt
CityPARISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38242ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES P WILSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2020-11-16SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid E Sullivan CPAPreparerPersonNm
Phone7316422940PhoneNum
Preparation2020-11-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address172.223.171.69IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm14:21:31IPTm
IP TimezoneCSIPTimezoneCd
Federal Original Submission Id6219672020195tzofibfFederalOriginalSubmissionId
Federal Original Submission Id2020-11-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8C165D4FAA5D86A23A9EF8E0DFD0E9881FC3B515AtSubmissionCreationDeviceId
At Submission Filing Device Id62B3C60282817D789213C434CCC8DE8C90EFD05DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,314,589FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,343,778ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15,925InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15,925InterestOnSavNetInvstIncmAmt
Gross Rents Rev And Expnss$1,213,524GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$1,213,524GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$396,535NetRentalIncomeOrLossAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$94,402OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$94,402OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,667,629TotalRevAndExpnssAmt
Total Net Invst Incm$1,323,851TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$17,323LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$17,323LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$749AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$749AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,650OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,650OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$90,311TaxesRevAndExpnssAmt
Taxes Net Invst Incm$85,111TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$259,622DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$259,622DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$452,536OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$452,536OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$822,191TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$816,991TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$564,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$564,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,386,691TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$816,991TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$564,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,280,938ExcessRevenueOverExpensesAmt
Net Investment Income$506,860NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$162,906CashBOYAmt
Cash EOY-$443,330CashEOYAmt
Cash EOYFMV-$443,330CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,513,945SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,579,225SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,579,225SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$739,498OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$629,179OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$739,498OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$739,498OtherNtsAndLoansRcvblEOYFMVAmt
Invst Land Cost Or Other Basis$9,055,644InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$1,108,522InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$7,211,527LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$7,947,122LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$10,723,623LandBldgInvestmentsEOYFMVAmt
Other Assets BOY$80,801OtherAssetsBOYAmt
Other Assets EOY$715,573OtherAssetsEOYAmt
Other Assets EOYFMV$715,573OtherAssetsEOYFMVAmt
Total Assets BOY$10,272,546TotalAssetsBOYAmt
Total Assets EOY$12,538,088TotalAssetsEOYAmt
Total Assets EOYFMV$15,314,589TotalAssetsEOYFMVAmt
Other Liabilities BOY$101,943OtherLiabilitiesBOYAmt
Other Liabilities EOY$86,545OtherLiabilitiesEOYAmt
Total Liabilities BOY$101,943TotalLiabilitiesBOYAmt
Total Liabilities EOY$86,545TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$10,170,603RetainedEarningBOYAmt
Retained Earning EOY$12,451,543RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,170,603TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,451,543TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,272,546TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,538,088TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,170,603TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,280,938ExcessRevenueOverExpensesAmt
Other Increases$2OtherIncreasesAmt
Subtotal$12,451,543SubtotalAmt
Tot Net Ast Or Fund Balances EOY$12,451,543TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$530,513AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,966,092NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000000.048378DistributionYr1Rt
Adjusted Qlfy Distri Yr2$301,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,246,633NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000000.032552DistributionYr2Rt
Adjusted Qlfy Distri Yr3$204,320AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,088,605NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000000.033558DistributionYr3Rt
Adjusted Qlfy Distri Yr4$221,548AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,822,287NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000000.045943DistributionYr4Rt
Adjusted Qlfy Distri Yr5$191,452AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,186,921NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000000.045726DistributionYr5Rt
Total Distribution000000.206157TotalDistributionRt
Average Distribution000000.041231AverageDistributionRt
Net Vl Noncharitable Assets$14,399,465NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$593,704AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,069NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$598,773AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$564,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,137InvestmentIncomeExciseTaxAmt
Subtotal$10,137SubtotalAmt
Tax Based On Investment Income$10,137TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,928EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,072ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$10,000TotalPaymentsAndCreditsAmt
Original Return Tax Paid$10,000OriginalReturnTaxPaidAmt
Es Penalty$1EsPenaltyAmt
Tax Due$138TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBEN SHERARDIndividualWithBooksNm
Phone7316428958PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11620 VALLEY WOOD DRIVEAddressLine1Txt
CityPARISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38242ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHARLES P WILSON
829 GRANT STPARISTN38242PRESIDENT000.00$0
BEN SHERARD
1620 VALLEY WOOD DRIVEPARISTN38242SECRETARY000.00$0
CHAD P WILSON
3 NORTHSIDE DRJACKSONTN38305DIRECTOR000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,440,052AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$12,178,694FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,618,746TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$14,618,746AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$219,281CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,399,465NetVlNoncharitableAssetsAmt
Minimum Investment Return$719,973MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$719,973MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,137TaxBasedOnInvestmentIncomeAmt
Total Tax$10,137TotalTaxAmt
Distributable Before Adj$709,836DistributableBeforeAdjAmt
Distributable Before Ded$709,836DistributableBeforeDedAmt
Distributable As Adjusted$709,836DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$564,500ExpensesAndContributionsAmt
Qualifying Distributions$564,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$564,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$709,836DistributableAsAdjustedAmt
Undistributed Income PY$459,031UndistributedIncomePYAmt
Qualifying Distributions$564,500QualifyingDistributionsAmt
Applied To Year1$459,031AppliedToYear1Amt
Applied To Current Year$105,469AppliedToCurrentYearAmt
Undistributed Income CY$604,367UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCharles P WilsonContributingManagerNm
Contributing ManagerChad P WilsonContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCharles P WilsonRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1829 Grant StAddressLine1Txt
CityParisCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38242ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7316423180RecipientPhoneNum
Form And Info And MaterialsUndeveloped at this time.FormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Area Relief Ministries
PO Box 7JacksonTN383020007NonePCFaith-Based Assistance to Needy Families$500
Army Aviation Association of America
VTS Building 680SmyrnaTN37167NonePCScholarships$1,000
Agape House Pregnancy Care of NW TN
PO Box 473MartinTN38237NonePCWoman Services$750
Birth Choice Incorporated
391 Wallace RdJacksonTN38305NonePCFamily Planning Center$1,000
Care Center of Jackson
PO Box 457JacksonTN38305NonePCHomeless Shelter for Women Children$1,000
ComeUnity Cafe
218 E Main StreetJacksonTN383016224NonePCCommunity Meal Center$1,000
Family Resource Center
217 Grove BlvdParisTN38242NonePCCommunity Program$1,750
Boy's and Girls Club of West TN
1015 E College StUnion CityTN38261NonePCYouth Program Support$1,000
Doulos Partners
700 Montgomery Hwy Suite 156BirminghamAL35216NonePCChristianity$10,000
First Baptist Church
313 N Poplar StParisTN38242NonePCChristianity$58,400
Grace To You
PO Box 4000Panorama CityCA91412NonePCChristianity$5,000
Jackson First Baptist Church
1627 N Highland AveJacksonTN38301NonePCChristianity$130,000
Tishomingo County Food Depot
PO Box 36IukaMS38852NonePCFood Baskets for Needy$6,000
Jackson Youth Symphony Association
207 East Lafayette StreetJacksonTN38301NonePCYouth Program$500
McKenzie Headstart
938 W Walnut AveMcKenzieTN38201NonePCYouth Education$1,750
RIFA
PO Box 2301JacksonTN383022301NonePCReligious Charity/Social Services$9,500
Southern Baptist Theological Seminary
2825 Lexington RoadLouisvilleKY40280NonePCChristian Education$5,000
Union Endowment Scholarship Fund
1050 Union University DrJacksonTN38305NonePCScholarships$40,000
Youth Town of Tennessee Inc
PO Box 1385JacksonTN383021385NonePCChristianity School$500
McKenzie Youth Life
PO Box 6McKenzieTN38201NonePCYouth Ministry$1,750
Realfoot Rural Ministries
Route 2ObionTN38240NonePCReligious Charity/Social Services$750
Beating Hearts Help Center
21203 Hwy 22McKenzieTN38201NonePCFamily Planning Center$1,750
Carl Perkings Center of Carroll County
50 Stone Ridge CVHuntingtonTN38344NonePCCommuntity Program$1,750
Cornerstone Fellowship Church
66 Waverly DriveFrederickMD21702NonePCChristian Ministry$7,000
Covenant Ranch Inc
8759 Highway 79 NBuchananTN38222NonePCChristian Fellowship$75,000
Darkhorse Lodge
105 W Wood Street PO Box 1143ParisTN38242NonePCVeteran Support$2,000
Crockett County NOAH
6013 Hwy 88 PO Box 67Maury CityTN38050NonePCChristianity$2,500
Crockett County Veterans Association
200 Honeysuckle DrAlamoTN38001NonePCVeteran Support$2,500
Desiring God
2112 Broadway Street NE Suite 150MinneapolisMN55413NonePCChristianity$5,000
Full Count Ministries
107 Cresthaven CtHendersonvilleTN37075NonePCChristian Baseball$1,000
Gideons International
PO Box 583ParisTN38224NonePCChristianity$10,000
Henry County Sheriff's Department- Animal Shelter
622 Jones Bend RoadParisTN38242NoneGOVAnimal Shelter$500
Paris Downtown Boxing
207 E Wood StreetParisTN38242NonePCYouth Program$750
Easton's Angels
PO Box 1371ParisTN38242NonePCCommunity Program$2,000
St Jude's Children Research Hospital
501 St Jude PlaceMemphisTN38105NonePCYouth Medical$100
Tomorrow's Hope Pregnancy
211 N Brewer StreetParisTN38242NonePCCommunity Program Services$7,500
The Church at Sugar Creek
3400 E Mitchell StreetHumboldtTN38343NonePCChristianity$50,000
The Forget Me Not Foundation of NW TN
3744 Cleek Echo DrUnion CityTN382617404NonePCBereavement Support$1,000
Wags and Whiskers Safe Haven
PO Box 472Union CityTN38261NonePCAnimal Shelter$500
Union University Foundation LLC
Union University DrJacksonTN38305NonePCChristian College Scholarships$80,000
West Tennessee Healthcare Foundation
620 Skyline DrJacksonTN38301NonePCHealthcare$1,000
Child Evangelism Fellowship Inc
25 Turtle Creek DriveJacksonTN38305NonePCYouth Christianity$500
Henry County CASA
101 W Washington StreetParisTN38242NonePCYouth Program$25,000
Shepherd's Fire
365 Jack Teasley RdPleasant VineTN37148NonePCChristianity$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$564,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,925ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$396,535ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94,402ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$506,862ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$506,862TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3,5,7LineNumberTxt
Relationship StatementAll Activities generate income to support the foundations purpose.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Charles P Wilson
1829 Grant StParisTN38242$2,093,936Yes (X)
Charles P Wilson
2829 Grant StParisTN38242$249,842Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBookkeeping ChecksCategoryTxt
Amt$749Amt
Net Investment Income$749NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (368 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtRtRtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
Andrews, TX 507B2008-12-01$5,757$2,123SL0000000027.500000000000
Andrews, TX 509A2008-12-01$5,757$2,123SL0000000027.500000000000
Andrews, TX 509B2008-12-01$5,757$2,123SL0000000027.500000000000
Andrews, TX 511A2008-12-01$5,756$2,123SL0000000027.500000000000
Andrews, TX 511B2008-12-01$5,756$2,123SL0000000027.500000000000
Dortch Lane 8652008-12-30$12,604$4,619SL0000000027.500000000000
Market Street 306 N2008-12-30$13,047$3,376SL0000000039.000000000000
Market Street 308 N2008-12-30$13,047$3,376SL0000000039.000000000000
Market Street 312 A2008-12-30$13,047$3,375SL0000000039.000000000000
Market Street 312 B2008-12-30$13,048$3,375SL0000000039.000000000000
Honeysuckle 425, Humboldt2008-12-30$62,562$22,940SL0000000027.500000000000
1821 Kay Street, Humboldt2008-12-30$5,845$2,147SL0000000027.500000000000
Puryear, TN 221 Smith2009-12-17$40,900$13,508SL0000000027.500000000000
Humboldt, TN 2231 Mullins2009-12-31$30,000$9,910SL0000000027.500000000000
Furniture - Rental2009-05-31$399$399SL0000000005.000000000000
Equipment - Rental2009-04-30$499$499SL0000000005.000000000000
A/C System Apt. 507B Andrews, TX2010-01-01$3,632$1,188SL0000000027.500000000000
Refrigerator at Auction2010-02-28$425$425SL0000000005.000000000000
Storage Bldg at Auction2010-02-28$750$238SL0000000027.500000000000
Used A/C at Auction2010-02-28$1,050$1,050SL0000000005.000000000000
Residential Rental Paris, TN - 815 Dobbins2010-03-31$20,159$6,475SL0000000027.500000000000
Residential Rental Paris, TN - 606 Walnut2010-03-31$59,896$19,239SL0000000027.500000000000
Residential Rental Paris, TN - 158 Pennington Pl2010-04-30$79,216$25,207SL0000000027.500000000000
Residential Rental Paris, TN - 234 Fairview2010-04-30$53,062$16,879SL0000000027.500000000000
Residential Rental Paris, TN - 217A Patterson2010-04-30$27,701$8,728SL0000000027.500000000000
Residential Rental Humboldt, TN - 3617 Eastview2010-06-30$55,163$17,218SL0000000027.500000000000
Residential Rental Paris, TN - 253 Fairview2010-06-30$39,946$12,591SL0000000027.500000000000
Residential Rental Paris, TN - 1035 Manley St2010-07-31$29,157$9,009SL0000000027.500000000000
Residential Rental Paris, TN - 124 N Highland2010-07-31$14,589$4,513SL0000000027.500000000000
Residential Rental Paris, TN - 313 Walnut2010-08-31$22,901$6,942SL0000000027.500000000000
Residential Rental Paris, TN - 374 Skyview2010-08-31$73,771$22,358SL0000000027.500000000000
Residential Rental Paris, TN - 40 Laurel Lane2010-09-30$36,343$11,017SL0000000027.500000000000
Residential Rental Paris, TN - 1023 Locust2010-09-30$37,145$11,258SL0000000027.500000000000
Residential Rental Paris, TN - 6610 69 N2010-09-30$15,125$4,583SL0000000027.500000000000
Paris, TN - 1020 Tyson2010-09-30$32,202$6,883SL0000000039.000000000000
Refrigerator2010-09-30$385$385SL0000000005.000000000000
Refrigerator/Stove2010-09-30$455$455SL0000000005.000000000000
Residential Rental Paris, TN - 425 Jackson Dr2010-10-31$42,717$12,812SL0000000027.500000000000
Residential Rental Humboldt, TN - 2186 Dodson2010-10-31$8,671$2,599SL0000000027.500000000000
Residential Rental Humboldt, TN - 2412 Saint Marys2010-10-31$3,058$916SL0000000027.500000000000
Residential Rental Paris, TN - 1018 Cowan St2010-12-31$16,272$4,782SL0000000027.500000000000
Residential Rental Paris, TN - 227 Myatt Rd2010-12-31$25,983$7,639SL0000000027.500000000000
A/C Unit - Andrews, TX 501A2010-12-01$4,200$1,159SL0000000027.500000000000
Residential Rental Humboldt, TN - 2412 Mullins2011-01-31$14,511$4,221SL0000000027.500000000000
Residential Rental Paris, TN - 100 Guthrie Rd2011-01-31$16,857$4,904SL0000000027.500000000000
Residential Rental Paris, TN - 808 Curtis St2011-01-31$2,475$720SL0000000027.500000000000
A/C System - 1018 Cowan2011-02-28$4,681$1,346SL0000000027.500000000000
Residential Rental Paris, TN - 200 Bucy2011-03-31$52,285$14,891SL0000000027.500000000000
Residential Rental Humboldt, TN - 2427 Mape2011-04-30$17,762$5,006SL0000000027.500000000000
Residential Rental Humboldt, TN - 2750 Ferrell St2011-05-31$35,197$9,813SL0000000027.500000000000
Residential Rental Humboldt, TN - 2430 McDearmon2011-06-30$17,220$4,747SL0000000027.500000000000
Residential Rental Humboldt, TN - 3625 Ray Drive2011-06-30$35,667$9,835SL0000000027.500000000000
Sold 2012 Paris, TN - 314 North College2011-11-30SL0000000027.500000000000
Complete Heat Unit Overhaul - 234 Fairview2011-01-31$950$280SL0000000027.500000000000
Complete Heat Unit Overhaul - 374 Skyview2011-01-31$1,150$336SL0000000027.500000000000
Complete Heat Unit Overhaul - 425 Jackson2011-01-31$1,050$304SL0000000027.500000000000
New Heat System - 2186 Dodson2011-01-31$2,524$736SL0000000027.500000000000
3 Ton Condensing Unit - 2430 McDearmon2011-07-31$1,400$382SL0000000027.500000000000
New A/C Unit - 3625 Ray Dr2011-09-30$3,500$931SL0000000027.500000000000
New A/C Unit - 808 Curtis2011-11-30$1,198$315SL0000000027.500000000000
New A/C Units - 1035 Manley2011-11-30$3,124$817SL0000000027.500000000000
HVAC System - 306 N Market St2012-01-23$600$154SL0000000027.500000000000
3.5 Ton System - 2231 Mullins2012-01-30$3,000$763SL0000000027.500000000000
Stove - TX Apt 503A2012-03-31$359$359SL0000000005.000000000000
Residential Rental Paris, TN- 203 N Wilson St2012-06-30$32,107$7,689SL0000000027.500000000000
Residential Rental McKenzie, TN - 60 Winston Ave2012-03-31$37,525$9,328SL0000000027.500000000000
Residential Rental Paris, TN - 1204 Sherwood St2012-07-31$57,695$13,637SL0000000027.500000000000
Residential Rental Paris, TN - 108 Byrd Rd2012-07-30$50,496$11,934SL0000000027.500000000000
Residential Rental Paris, TN - 108 Patterson St.2012-07-30$46,875$11,076SL0000000027.500000000000
Residential Rental Big Sandy, TN - 233 Branch Rd2012-07-30$25,413$6,006SL0000000027.500000000000
Residential Rental Paris, TN - 2311 W Wood2012-02-28$41,738$10,499SL0000000027.500000000000
Standard 3 Ton Gas PackHeat AC - 425 Jackson2012-11-01$600$136SL0000000027.500000000000
Standard 3 Ton Gas PackHeat AC - 203 N Wilson2012-11-13$3,500$783SL0000000027.500000000000
A/C Condenser - 108 Byrd2012-11-19$1,750$395SL0000000027.500000000000
Heat AC Unit - 313 Walnut2012-11-30$6,000$1,344SL0000000027.500000000000
Heat AC Unit - 108 Patterson2012-11-30$3,500$783SL0000000027.500000000000
Roof - TX Apts2012-08-01$6,296$2,021SL0000000020.000000000000
RE Imp 60 Winston Ave, McKenzie2012-12-01$10,410$2,306SL0000000027.500000000000
RE Imp 203 N Wilson2012-12-01$9,037$2,001SL0000000027.500000000000
RE Imp 3625 Ray Dr Humboldt2012-07-01$9,481$2,242SL0000000027.500000000000
RE Imp 108 Byrd Rd, Paris2012-11-01$6,518$1,462SL0000000027.500000000000
Residential Rental Paris, TN - 3559 County Home Rd2013-01-01$37,117$8,100SL0000000027.500000000000
Residential Rental Paris, TN - 108 N Porter2013-01-01$16,633$3,630SL0000000027.500000000000
Residential Rental Paris, TN - 109 1/2 Carter2013-07-01$29,634$5,929SL0000000027.500000000000
Residential Rental Paris, TN - 312 Wilson2013-07-01$3,217$644SL0000000027.500000000000
Residential Rental Paris, TN - 121 Dogwood Hills2013-08-01$49,930$9,837SL0000000027.500000000000
Residential Rental Paris, TN - 214 Ellis2013-12-31$35,000$6,471SL0000000027.500000000000
Residential Rental Hollow Rock, TN - 10 Buckley2013-12-31$31,259$5,780SL0000000027.500000000000
Residential Rental Paris, TN - 209/301 North College St2013-12-31$42,310$7,821SL0000000027.500000000000
Residential Rental Paris, TN - 335 Elkhorn Rd2013-12-31$117,033$21,635SL0000000027.500000000000
Residential Rental Paris, TN - 127 Currier2013-12-31$38,700$7,152SL0000000027.500000000000
RE Imp 121 Dogwood Hills2013-12-01$5,110$945SL0000000027.500000000000
RE Imp 109 1/2 Carter2013-12-31$7,362$1,362SL0000000027.500000000000
RE Imp 3559 County Home Road2013-04-01$7,273$1,518SL0000000027.500000000000
RE Imp 1204 Sherwood , Paris TN2013-09-01$3,027$587SL0000000027.500000000000
RE Imp 1821 Kay St, Humboldt, TN2013-11-01$10,080$1,896SL0000000027.500000000000
RE Imp 815 Dobbins, Paris TN2013-12-31$5,454$1,007SL0000000027.500000000000
RE Imp 234 Fairview, Paris TN2013-12-31$5,128$946SL0000000027.500000000000
RE Imp 217 A Patterson, Paris TN2013-12-31$9,708$1,794SL0000000027.500000000000
RE Imp 253 Fairview, Paris TN2013-12-01$5,516$1,022SL0000000027.500000000000
RE Imp 124 N Highland, Paris TN2013-10-01$4,696$898SL0000000027.500000000000
RE Imp 40 Laurel Lane, Paris TN2013-11-01$6,723$1,261SL0000000027.500000000000
RE Imp 2186 Dodson , Humboldt TN2013-05-01$4,501$929SL0000000027.500000000000
RE Imp 227 Myatt, Paris TN2013-12-01$2,378$437SL0000000027.500000000000
RE Imp 2427 Mape, Humboldt TN2013-06-01$3,422$693SL0000000027.500000000000
Heat AC Unit - 233 Branch, Big Sandy, TN2013-05-01$3,750$771SL0000000027.500000000000
Heat AC Unit - 158 Pennington Pl, Jackson, TN2013-04-01$3,575$747SL0000000027.500000000000
Residential Rental Paris, TN -2125 Lone Oak Road2014-03-01$48,083$8,449SL0000000027.500000000000
Residential Rental Paris, TN - 903 Dunlap2014-06-01$8,829$1,471SL0000000027.500000000000
Residential Rental Paris, TN - 1120 E Wood St2014-08-01$26,315$4,270SL0000000027.500000000000
Residential Rental Paris, TN - 414 Jackson Forrest Rd2014-09-01$51,601$8,129SL0000000027.500000000000
Residential Rental Paris, TN - 303 Cedar St2014-12-31$16,476$2,446SL0000000027.500000000000
Residential Rental Paris, TN - 2248 Hwy 79 S/Sawmill Rd2014-12-31$26,300$3,904SL0000000027.500000000000
Residential Rental Puryear, TN - 121 Main St2014-12-31$54,692$8,122SL0000000027.500000000000
RE Imp 1120 E Wood St2014-12-31$14,322$2,127SL0000000027.500000000000
RE Imp 127 Currier St2014-07-01$12,417$2,034SL0000000027.500000000000
RE Imp 335 Elkhorn Rd2014-08-01$1,992$318SL0000000027.500000000000
RE Imp 209 N College St2014-12-01$2,859$425SL0000000027.500000000000
RE Imp 312 N Wilson2014-08-01$23,045$3,701SL0000000027.500000000000
RE Imp 109 1/2 Carter2014-03-01$2,480$435SL0000000027.500000000000
RE Imp 3559 County Home Rd2014-09-01$3,000$472SL0000000027.500000000000
RE Imp 865 Dortch Lane2014-09-01$4,480$706SL0000000027.500000000000
RE Imp 306 N Market St2014-05-01$1,210$184SL0000000039.000000000000
RE Imp 312 A N Market St2014-12-01$10,404$1,423SL0000000027.500000000000
RE Imp 200 Bucy Circle2014-10-01$2,015$310SL0000000027.500000000000
RE Imp 60 Winston Ave2014-02-01$909$162SL0000000027.500000000000
Two Dishwashers - 501B 503B Andrews TX2014-02-25$956$939SL0000000005.000000000000
Stove - 501 A Andrews TX2014-04-07$445$423SL0000000005.000000000000
New Heat Air Unit 227 Myatt Paris2014-04-08$3,850$665SL0000000027.500000000000
Five Stoves 5 Ref2014-06-09$3,586$3,275SL0000000005.000000000000
New Heat Pump 6610 Hwy 69 N Paris2014-07-10$3,850$630SL0000000027.500000000000
New Heat Pump 3559 County Home RD Paris2014-10-08$3,942$608SL0000000027.500000000000
5 Ton Gas Pack Unit 312A N Market2014-12-08$5,243$547SL0000000039.000000000000
Residential Rental Puryear, TN - 220 West Main2015-08-01$55,035$6,837SL0000000027.500000000000
Residential Rental Paris, TN - 1139 Chickasaw2015-08-01$28,008$3,478SL0000000027.500000000000
Residential Rental Paris, TN - 1141 Chickasaw2015-08-01$15,338$1,906SL0000000027.500000000000
Residential Rental Paris, TN - 204 Patterson2015-12-01$49,501$5,550SL0000000027.500000000000
Residential Rental Jackson, TN - 427 Oil Well Rd2015-10-01$51,287$6,061SL0000000027.500000000000
A/C Unit - 3617 Eastview Humboldt, TN2015-02-01$4,809$685SL0000000027.500000000000
A/C Unit - 1035 Manley, Paris, TN2015-02-01$3,850$548SL0000000027.500000000000
A/C Unit - 865 Dortch, Paris, TN2015-02-01$3,850$548SL0000000027.500000000000
A/C Unit - 40 Laurel Ln Paris, TN2015-02-01$3,850$548SL0000000027.500000000000
A/C Unit - 1023 Locust Paris, TN2015-01-01$3,850$560SL0000000027.500000000000
A/C Unit - 501A Andrews TX2015-06-01$4,200$548SL0000000027.500000000000
Four new stoves2015-08-01$4,283$2,928SL0000000005.000000000000
Heat Pump 221 Smith Puryear, TN2015-01-01$3,850$560SL0000000027.500000000000
Heat Pump 100 Guthrie Rd, Paris, TN2015-04-01$4,414$600SL0000000027.500000000000
RE Imp 2248 Hwy 79S, Paris, TN2015-12-01$11,677$1,310SL0000000027.500000000000
RE Imp 303 Cedar St, Paris, TN2015-12-01$12,549$1,406SL0000000027.500000000000
RE Imp 121 West Main Street, Puryear, TN2015-04-01$3,241$442SL0000000027.500000000000
RE Imp 414 Jackson Forrest Rd, Paris, TN2015-11-01$22,145$2,549SL0000000027.500000000000
RE Imp 1120 E Wood Street, Paris, TN2015-12-01$3,730$419SL0000000027.500000000000
RE Imp 903 Dunlap, Paris, TN2015-12-01$7,473$839SL0000000027.500000000000
RE Imp 2125 Lone Oak, Paris, TN2015-12-01$3,715$416SL0000000027.500000000000
RE Imp 335 Elkhorn Rd, Paris, TN2015-11-01$7,482$861SL0000000027.500000000000
RE Imp 214 Ellis Drive, Paris, TN2015-12-01$9,603$1,076SL0000000027.500000000000
RE Imp 312 N Wilson, Paris, TN2015-12-01$4,765$533SL0000000027.500000000000
RE Imp 109 1/2 Carter, Paris, TN2015-12-01$2,504$281SL0000000027.500000000000
RE Imp 108 N Porter, Paris, TN2015-12-01$3,976$447SL0000000027.500000000000
RE Imp 3559 County Home Rd, Paris, TN2015-12-01$2,383$268SL0000000027.500000000000
RE Imp 108 Patterson, Paris, TN2015-12-01$1,541$173SL0000000027.500000000000
RE Imp 1204 Sherwood, Paris, TN2015-12-01$3,125$351SL0000000027.500000000000
RE Imp 511B Andrews TX2015-07-01$3,300$420SL0000000027.500000000000
RE Imp 865 Dortch, Paris, TN2015-12-01$1,883$211SL0000000027.500000000000
RE Imp 312A N Market, Paris, TN2015-05-01$1,544$146SL0000000027.500000000000
RE Imp 425 Honeysuckle Lane, Humboldt, TN2015-12-01$1,600$179SL0000000027.500000000000
RE Imp 221 Smith Puryear, TN2015-12-01$5,373$601SL0000000027.500000000000
RE Imp 2231 Mullins Humboldt, TN2015-11-01$1,853$212SL0000000027.500000000000
RE Imp 815 Dobbins Paris, TN2015-12-01$1,517$170SL0000000027.500000000000
RE Imp 313 Walnut St Paris, TN2015-12-01$4,043$453SL0000000027.500000000000
RE Imp 374 Skyview Paris, TN2015-12-01$2,143$241SL0000000027.500000000000
RE Imp 6610 Hwy 69N Paris, TN2015-12-01$10,407$1,166SL0000000027.500000000000
RE Imp 1020 Tyson Ave Paris, TN2015-04-01$2,787$267SL0000000039.000000000000
RE Imp 2412 St Marys Humboldt TN2015-12-01$19,204$2,152SL0000000027.500000000000
RE Imp 227 Myatt Rd Paris, TN2015-12-01$1,562$176SL0000000027.500000000000
RE Imp 2412 Mullins Humboldt TN2015-12-01$4,146$466SL0000000027.500000000000
RE Imp 808 Curtis Paris TN2015-04-01$1,785$244SL0000000027.500000000000
RE Imp 60 Winston Avenue McKenzie TN2015-12-01$1,117$126SL0000000027.500000000000
Flooring Upgrade 509A Andrews TX2015-08-01$3,360$417SL0000000027.500000000000
RE Imp 108 Byrd Rd, Paris, TN2015-12-01$1,411$157SL0000000027.500000000000
Residential Rental - Paris, TN - 1314 McFadden St2016-12-01$11,250$852SL0000000027.500000000000
Residential Rental - Paris, TN - 1135 Chickasaw2016-10-01$22,500$1,841SL0000000027.500000000000
Residential Rental - Paris, TN - 803A South Market2016-10-01$18,500$1,514SL0000000027.500000000000
Residential Rental - Paris, TN - 803B South Market2016-10-01$18,500$1,514SL0000000027.500000000000
Residential Rental - Paris, TN - 738 Salem Circle2016-08-01$52,500$4,613SL0000000027.500000000000
Residential Rental - Paris, TN - 1205 Brown St2016-07-01$21,500$1,955SL0000000027.500000000000
Residential Rental - Paris, TN - 1215 Hwy 772016-07-01$47,300$4,300SL0000000027.500000000000
Residential Rental - Paris, TN - 114 Marilyn2016-11-01$48,000$3,781SL0000000027.500000000000
Residential Rental - Paris, TN - 401 Walnut Street2016-05-01$33,000$3,200SL0000000027.500000000000
Residential Rental - Paris, TN - 748 Salem Circle2016-05-01$41,500$4,024SL0000000027.500000000000
Residential Rental - Paris, TN - 104 Porter St2016-05-01$30,000$2,909SL0000000027.500000000000
Residential Rental - Paris, TN - 411 Pine Ridge Rd2016-05-01$33,500$3,248SL0000000027.500000000000
Residential Rental - Paris, TN - 1004 Pearl St2016-05-01$25,600$2,483SL0000000027.500000000000
Residential Rental - Paris, TN - 606 Morton St2016-05-01$32,500$3,152SL0000000027.500000000000
Residential Rental - Paris, TN - 1109 Lone Oak Rd2016-05-01$25,000$2,424SL0000000027.500000000000
Residential Rental - Paris, TN - 1107 Lone Oak Rd2016-05-01$25,000$2,424SL0000000027.500000000000
Residential Rental - Paris, TN - 804 Joy Street2016-05-01$20,000$1,939SL0000000027.500000000000
Residential Rental - Paris, TN - 708 Franklin Dr2016-05-01$43,000$4,170SL0000000027.500000000000
Residential Rental - Paris, TN - 235 Fairview St2016-05-01$40,000$3,880SL0000000027.500000000000
Residential Rental - Paris, TN - 104 Fairview St2016-05-01$32,500$3,152SL0000000027.500000000000
Residential Rental - Paris, TN - 1129 Chickasaw Rd2016-05-01$35,000$3,394SL0000000027.500000000000
Residential Rental - Paris, TN - 1118 Chickasaw Rd2016-05-01$20,000$1,939SL0000000027.500000000000
Residential Rental - Paris, TN - 306 Blanton St2016-05-01$35,000$3,394SL0000000027.500000000000
RE Imp - 108 N Porter HVAC2016-11-01$3,500$275SL0000000027.500000000000
RE Imp - 312 Wilson HVAC2016-02-01$4,459$473SL0000000027.500000000000
RE Imp - 104 Fairview HVAC2016-12-01$3,500$265SL0000000027.500000000000
RE Imp HVAC - 1139 Chickasaw2016-12-01$12,229$927SL0000000027.500000000000
RE Imp HVAC - 1141 Chickasaw2016-11-11$14,518$1,144SL0000000027.500000000000
RE Imp HVAC - 803A South Market2016-12-01$11,694$885SL0000000027.500000000000
RE Imp - 1135 Chickasaw2016-12-01$9,794$742SL0000000027.500000000000
RE Imp - 803B Market2016-12-01$8,720$661SL0000000027.500000000000
RE Imp - 804 Joy2016-12-01$8,206$621SL0000000027.500000000000
RE Imp - 204 Patterson2016-12-01$24,085$1,825SL0000000027.500000000000
RE Imp - 427 Oil Well2016-12-01$4,294$325SL0000000027.500000000000
RE Imp - 1120 East Wood2016-10-01$6,131$502SL0000000027.500000000000
RE Imp - 903 Dunlap2016-03-01$3,103$320SL0000000027.500000000000
RE Imp - 2125 Lone Oak Rd2016-12-01$8,249$625SL0000000027.500000000000
RE Imp - 109 1/2 Carter2016-09-01$2,528$215SL0000000027.500000000000
RE Imp - 425 Honeysuckle Lane, Humboldt2016-12-01$13,563$1,027SL0000000027.500000000000
RE Imp - 3625 Ray Drive, Humboldt2016-12-01$5,953$450SL0000000027.500000000000
RE Imp - 1215 Hwy 772016-12-01$2,951$223SL0000000027.500000000000
RE Imp - 114 Marilyn St2016-12-01$5,791$440SL0000000027.500000000000
RE Imp - 1004 Pearl Street2016-10-01$2,022$166SL0000000027.500000000000
RE Imp - 1107 Lone Oak Rd2016-12-01$8,360$633SL0000000027.500000000000
Residential Rental - 19 Sunnyside2017-10-01$78,700$3,577SL0000000027.500000000000
Residential Rental - 60 Carlisle2017-10-01$88,645$4,029SL0000000027.500000000000
Residential Rental - 40 Joyce2017-10-01$82,530$3,751SL0000000027.500000000000
Residential Rental - 403A Park Street2017-07-01$18,750$1,023SL0000000027.500000000000
Residential Rental - 403B Park Street2017-07-01$18,750$1,023SL0000000027.500000000000
Residential Rental - 805 Hardy Street2017-04-01$27,000$1,718SL0000000027.500000000000
Residential Rental - 1107 E Wood Street2017-12-01$20,000$788SL0000000027.500000000000
Residential Rental - 117 Blakemore2017-12-01$20,000$788SL0000000027.500000000000
Residential Rental - 10195 Hwy 641N2017-01-01$7,000$510SL0000000027.500000000000
Residential Rental - 1147 Chickasaw2017-01-01$25,000$1,818SL0000000027.500000000000
Residential Rental - 181 Yates2017-02-01$23,477$1,637SL0000000027.500000000000
Residential Rental - 2315 Northwood2018-01-01$21,000$764SL0000000027.500000000000
Residential Rental - 2404 Northwood2018-01-01$28,000$1,018SL0000000027.500000000000
Residential Rental - 2816 Northwood2018-01-01$45,000$1,636SL0000000027.500000000000
Residential Rental - 2914 Northwood2018-01-01$50,500$1,836SL0000000027.500000000000
Residential Rental - 2715A Mitchell2018-01-01$23,000$836SL0000000027.500000000000
Residential Rental - 2715B Mitchell2018-01-01$23,000$836SL0000000027.500000000000
Residential Rental - 1814 Mitchell2018-01-01$27,500$1,000SL0000000027.500000000000
Residential Rental - 1816 Mitchell2018-01-01$27,500$1,000SL0000000027.500000000000
Residential Rental - 1513 East View2018-01-01$48,000$1,746SL0000000027.500000000000
Residential Rental - 1530 East View2018-01-01$41,000$1,491SL0000000027.500000000000
Residential Rental - 1832 Burrow2018-01-01$19,500$709SL0000000027.500000000000
Residential Rental - 1225 Dungan2018-01-01$20,000$727SL0000000027.500000000000
Residential Rental - 512 N 19th Street2018-01-01$20,500$745SL0000000027.500000000000
Residential Rental - 1821 McNight2018-01-01$27,000$982SL0000000027.500000000000
Residential Rental - 719 N 29th Street2018-01-01$27,900$1,015SL0000000027.500000000000
Residential Rental - 601 Mary Ann Street2018-01-01$57,400$2,087SL0000000027.500000000000
Residential Rental - 718 Atkins2018-01-01$53,400$1,942SL0000000027.500000000000
Residential Rental - 2659 Central Ave2018-01-01$53,000$1,927SL0000000027.500000000000
Residential Rental - 2609 Northwood Blvd2018-01-01$46,000$1,673SL0000000027.500000000000
Residential Rental - 2801 Northwood Blvd2018-01-01$51,000$1,855SL0000000027.500000000000
Residential Rental - 311 Cumberland St2018-01-01$40,500$1,473SL0000000027.500000000000
Residential Rental - 2950 E Main Street2018-01-01$72,500$2,636SL0000000027.500000000000
Residential Rental - 919 Clark Avenue2018-01-01$30,500$1,109SL0000000027.500000000000
Residential Rental - 54 Roy Hargrove Rd2018-01-01$23,100$840SL0000000027.500000000000
RE Improvement - 1107 E Wood Street2017-12-01$431$17SL0000000027.500000000000
RE Improvement - 403B Park St2017-07-01$2,978$162SL0000000027.500000000000
RE Improvement - 403A Park St2017-07-01$14,973$816SL0000000027.500000000000
RE Improvement - 805 Hardy St2017-04-01$9,824$625SL0000000027.500000000000
RE Improvement - 181 Yates2017-02-01$6,980$487SL0000000027.500000000000
RE Improvement - 1147 Chickasaw2017-12-01$33,035$1,301SL0000000027.500000000000
RE Improvement - 4491B AZ - AC Unit2017-08-01$3,800$196SL0000000027.500000000000
RE Improvement - 1314 McFadden2017-12-01$6,269$247SL0000000027.500000000000
RE Improvement - 803B Market Street2017-11-01$5,510$233SL0000000027.500000000000
RE Improvement - 803A Market Street2017-11-01$8,059$342SL0000000027.500000000000
RE Improvement - 1205 Brown Street2017-11-01$2,294$97SL0000000027.500000000000
RE Improvement - 114 Marilyn Street2017-12-01$3,149$124SL0000000027.500000000000
RE Improvement - 401 Walnut Street2017-11-01$8,415$357SL0000000027.500000000000
RE Improvement - 748 Salem Circle2017-11-01$21,249$902SL0000000027.500000000000
RE Improvement - 104 Porter Street2017-12-01$2,868$113SL0000000027.500000000000
RE Improvement - 1109 Lone Oak2017-12-01$4,652$183SL0000000027.500000000000
RE Improvement - 235 Fairview2017-10-01$6,242$284SL0000000027.500000000000
RE Improvement - 204 Patterson2017-09-01$3,652$177SL0000000027.500000000000
RE Improvement - 427 Oil Well Rd2017-08-01$3,033$147SL0000000027.500000000000
RE Improvement - 2248 Highway 79S2017-10-01$5,825$265SL0000000027.500000000000
RE Improvement - 903 Dunlap2017-11-01$3,097$132SL0000000027.500000000000
RE Improvement - 127 Currier2017-12-01$14,178$559SL0000000027.500000000000
RE Improvement - 335 Elkhorn2017-11-01$5,957$253SL0000000027.500000000000
RE Improvement - 209 N College2017-12-01$9,564$377SL0000000027.500000000000
RE Improvement - 10 Buckley2017-10-01$2,813$128SL0000000027.500000000000
RE Improvement - 121 Dogwood Hills2017-11-01$2,940$125SL0000000027.500000000000
RE Improvement - 109 1/2 Carter2017-09-01$1,383$67SL0000000027.500000000000
RE Improvement - 108 Patterson2017-11-01$1,993$84SL0000000027.500000000000
RE Improvement - 1204 Sherwood2017-11-01$4,412$187SL0000000027.500000000000
RE Improvement - 509A Andrews TX2017-11-01$13,469$572SL0000000027.500000000000
RE Improvement - 509B Andrews TX2017-12-01$10,942$431SL0000000027.500000000000
RE Improvement - 511B Andrews TX2017-10-01$13,093$595SL0000000027.500000000000
RE Improvement - 865 Dortch2017-10-01$2,106$96SL0000000027.500000000000
RE Improvement - 312A N Market2017-10-01$39,428$1,264SL0000000039.000000000000
RE Improvement - 312B N Market2017-10-01$11,290$361SL0000000039.000000000000
RE Improvement - 425H Lane Humboldt2017-10-01$11,576$526SL0000000027.500000000000
RE Improvement - 221 Smith Puryear2017-10-01$2,704$123SL0000000027.500000000000
RE Improvement - 815 Dobbins2017-11-01$6,190$263SL0000000027.500000000000
RE Improvement - 606 Walnut2017-10-01$6,967$316SL0000000027.500000000000
RE Improvement - 217A Patterson2017-10-01$10,343$470SL0000000027.500000000000
RE Improvement - 253 Fairview2017-07-01$3,249$177SL0000000027.500000000000
RE Improvement - 3617 Eastview2017-09-01$3,959$192SL0000000027.500000000000
RE Improvement - 1035 Manley2017-05-01$4,109$249SL0000000027.500000000000
RE Improvement - 124 N Highland2017-10-01$6,850$311SL0000000027.500000000000
RE Improvement - 374 Skyview2017-12-01$5,245$207SL0000000027.500000000000
RE Improvement - 1023 Locust2017-11-01$3,156$134SL0000000027.500000000000
RE Improvement - 425 Jackson Drive2017-12-01$4,749$187SL0000000027.500000000000
RE Improvement - 6610 Highway 69N2017-12-01$1,717$68SL0000000027.500000000000
RE Improvement - 1018 Cowan2017-08-01$1,760$91SL0000000027.500000000000
RE Improvement - 227 Myatt Road2017-08-01$2,816$145SL0000000027.500000000000
RE Improvement - 100 Guthrie Rd2017-11-01$1,681$71SL0000000027.500000000000
RE Improvement - 200 Bucy Circle2017-12-01$13,916$548SL0000000027.500000000000
RE Improvement - 2427 Mape2017-12-01$16,441$648SL0000000027.500000000000
RE Improvement- 738 Salem Circle2017-04-01$4,416$281SL0000000027.500000000000
RE Improvement - 60 Winston Avenue2017-12-01$3,292$130SL0000000027.500000000000
Residential Rental - 4491 21st St. Phoenix, AZ2017-01-30$500,000$31,519SL0000000027.500000000000
Residential Rental-246 Memorial Drive2018-03-01$65,000$1,970SL0000000027.500000000000
Residential Rental-1008 Dunlap2018-03-01$2,500$76SL0000000027.500000000000
Residential Rental-1305 Valleywood2018-08-01$44,000$667SL0000000027.500000000000
Residential Rental-1307 Valleywood2018-08-01$44,000$667SL0000000027.500000000000
Commerical Rental-817 East Wood all2019-01-01$173,863SL0000000039.000000000000
Residental Rental-1137 Chickasaw2018-08-01$3,500$53SL0000000027.500000000000
Residental Rental-104 Brooks2019-01-01$50,537SL0000000027.500000000000
RE Improvement-414 Jackson Forrest2018-03-01$26,371$799SL0000000027.500000000000
RE Improvement-158 Pennington Jackson2018-03-01$12,394$376SL0000000027.500000000000
RE Improvement-203 N Wilson2018-07-01$26,036$473SL0000000027.500000000000
RE Improvement-104 Brooks2019-01-01SL0000000027.500000000000
RE Improvement-217A Patterson Paris2018-12-01$27,532$83SL0000000027.500000000000
RE Improvement-306 Blanton2018-12-01$13,271$40SL0000000027.500000000000
RE Improvement-3617 Eastview Humboldt2018-07-01$43,041$783SL0000000027.500000000000
RE Improvement-1513 Eastview2018-03-01$10,242$310SL0000000027.500000000000
RE Improvement-311 Cumberland2018-10-01$22,041$200SL0000000027.500000000000
RE Improvement-2801 Norwood2018-11-01$9,557$58SL0000000027.500000000000
RE Improvement-1821 McNight2018-06-01$6,289$133SL0000000027.500000000000
RE Improvement-1530 Eastview2018-09-01$21,848$331SL0000000027.500000000000
RE Improvement-1816 Mitchell2018-06-01$14,405$306SL0000000027.500000000000
RE Improvement-1814 Mitchell2018-06-01$17,055$362SL0000000027.500000000000
RE Improvement-2816 Northwood2018-07-01$14,272$259SL0000000027.500000000000
RE Improvement-2404 Northwood2018-08-01$6,749$102SL0000000027.500000000000
RE Improvement-2315 Northwood2018-12-01$10,896$33SL0000000027.500000000000
RE Improvement-1004 Pearl2018-11-01$10,058$61SL0000000027.500000000000
RE Improvementl-403A Park Street2018-12-01$8,905$27SL0000000027.500000000000
RE Improvement-1129 Chickasaw2018-10-01$6,010$55SL0000000027.500000000000
RE Improvement-427 Oil Well Rd2018-12-01$9,897$30SL0000000027.500000000000
RE Improvement-2248 Hwy 79S2018-08-01$6,923$105SL0000000027.500000000000
RE Improvement-214 Ellis2018-09-01$3,783$46SL0000000027.500000000000
RE Improvement-312 North Wilson2018-07-01$18,101$329SL0000000027.500000000000
RE Improvement-109 1/2 Carter2018-09-01$5,253$80SL0000000027.500000000000
RE Improvement-503 A Andrews TX2018-07-01$18,129$330SL0000000027.500000000000
RE Improvement-505 A Andrews TX2018-09-01$20,664$250SL0000000027.500000000000
RE Improvement-507 B Andrews TX2018-03-01$20,711$126SL0000000027.500000000000
RE Improvement-507 A Andrews TX2018-05-01$13,558$329SL0000000027.500000000000
RE Improvement-511 A Andrews TX2018-09-01$10,573$128SL0000000027.500000000000
RE Improvement-511 B Andrews TX2018-09-01$10,573$128SL0000000027.500000000000
RE Improvement-425 Jackson Drive2018-12-01$37,236$113SL0000000027.500000000000
RE Improvement-6610 Hwy 69 N2018-07-01$9,535$173SL0000000027.500000000000
RE Improvement-227 Myatt2018-08-01$6,502$99SL0000000027.500000000000
RE Improvement-200 Bucy2018-11-01$4,573$28SL0000000027.500000000000
RE Improvement-748 Salem Circle2018-01-01$5,400$196SL0000000027.500000000000
RE Improvement-804 Joy2018-03-01$4,200$127SL0000000027.500000000000
RE Improvement-2412 St Marys2018-05-01$4,986$121SL0000000027.500000000000
RE Improvement-4491 C Arizonia2018-06-01$3,952$84SL0000000027.500000000000
RE Improvement-4491 D Arizonia2018-06-01$4,352$92SL0000000027.500000000000
RE Improvement-303 Cedar2018-06-01$4,200$89SL0000000027.500000000000
RE Improvement-1107 Lone Oak Rd2017-11-01$15,370$652SL0000000027.500000000000
Residential Rental-2619 Central Ave2018-01-01$53,000$1,927SL0000000027.500000000000
Residential Rental-60 Carlisle Dr2017-10-01$915$41SL0000000027.500000000000
Residential Rental-1147 Chickasaw2018-11-01$4,500$27SL0000000027.500000000000
See attached Sheet$259,622$259,622

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemSee attached sheetCategoryOrItemTxt
Cost Or Other Basis$9,055,644CostOrOtherBasisAmt
Accumulated Depreciation$1,108,522AccumulatedDepreciationAmt
Book Value$7,947,122BookValueAmt
EOYFMV$10,723,623EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (3 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmt
Recording Fees$3,326$3,326
Stock Valuation$3,200$3,200
Legal Fees$10,797$10,797

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmtBOY Book ValueBOYBookValueAmt
Deposit on Property-$1,000-$1,000
Improvements in Progress$716,573$716,573$80,801

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Advertising - Rentals$109$109
Maintenance - Rentals$343,743$343,743
Insurance Expense - Rentals$62,904$62,904
Utility Expense - Rentals$19,520$19,520
Property Management Fees$19,485$19,485
Postage Shipping$649$649
Credit Reports$1,772$1,772
Other Expense$3,457$3,457
Finance Charge$70$70
General Maintenance$950$950
Maintenance Expense$13$13
Purcahse Discount-$238-$238
Business Expense$102$102

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Interest on Bobbie Eubanks Note$659$659
Rent Late Fees$7,868$7,868
State Fees$38$38
Application Fees$3,890$3,890
Forfeited Deposits$23,868$23,868
Global Interest$4,965$4,965
Arthur James Interest$33,459$33,459
Andrew Miller - Interest$13,128$13,128
Scrap Metal$735$735
Loan Fees$3,500$3,500
Marvin C Miller$2,292$2,292

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
Amt$2Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Deposits - Rental$101,720$86,317
Federal Taxes Payable$297$297
Sales Tax Payable-$74-$69

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (10 entries)

Loan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRt
Bobbie Eubanks
$52,500$6,5402010-102020-11Monthly0000000000.072500000000
Global RI Ln 3128
$85,0002017-102018-10Monthly0000000000.085000000000
James Arthur Ln 110
$9,4612017-092020-01Monthly0000000000.085000000000
James Arthur Ln 107
$16,5582017-062022-05Monthly0000000000.080000000000
James Arthur Ln 106
$18,6882017-062022-05Monthly0000000000.080000000000
James Arthur Ln 102
$80,4092017-082022-07Monthly0000000000.080000000000
James Arthur Ln 101
$224,9812018-022019-02Monthly0000000000.100000000000
Note 2 Global RE Solutions
$75,0002018-032019-03Monthly0000000000.100000000000
Andrew D Miller Note 1
$200,000$197,8612018-062033-06Monthly0000000000.090000000000
Good Space UK LLC Ln 3126
$100,000$100,0002019-082019-08Monthly0000000000.100000000000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAppraisal FeesCategoryTxt
Amt$1,650Amt
Net Investment Income$1,650NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION BANKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11137 E WOOD STAddressLine1Txt
CityPARISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38242ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Real estate tax not included in line 20$85,111$85,111
Tax 2019$5,000
State Fees$36
Tax 2017$164