VIOLET HAMPTON TR UW 2: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VIOLET HAMPTON TR UW 2 (EIN 62-6373852)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-06
- IRS object ID
- 202021889349101007
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-06T11:05:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECCOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626373852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIOLET HAMPTON TUW #2 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAMP | BusinessNameControlTxt |
| Phone | 2054207753 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | REGIONS BANK TRUST DEPARTMENT PO BO | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REGIONS BANK TRUSTEE | PersonNm |
| Person Title | TRUST OFFICER | PersonTitleTxt |
| Phone | 2054207753 | PhoneNum |
| Signature | 2020-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN P HANLON | PreparerPersonNm |
| PTIN | P00965923 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2020-04-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.173.198.38 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DD29F64E5C1A4E640214D14556E587F10D0F3CAC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E6EBC4558832405D1C14EE5F7EB8ECE7F2FF4E3E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,063,258 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,668 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,255 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,194 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,255 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $157 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $38,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,923 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,299 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,699 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,600 | 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 |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $310 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $310 | 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 |
| Tot Opr Expenses Rev And Expnss | $17,409 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,009 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,009 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,914 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,663 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,574 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $871,288 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $843,177 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,022,684 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $907,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $883,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,063,258 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $907,951 | CapitalStockBOYAmt |
| Capital Stock EOY | $883,751 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $907,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $883,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $907,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $883,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $907,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,811 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,613 | OtherIncreasesAmt |
| Subtotal | $883,753 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $883,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 649.994 ADVISERS INVT TR JOHCM INTL SL I | 2017-03-29 | 2019-03-13 | $14,644 | $13,104 | $1,540 | $1,540 | |
| 127.523 ADVISERS INVT TR JOHCM INTL SL I | 2019-02-08 | 2019-03-13 | $2,873 | $2,738 | $135 | $135 | |
| 535.21 INVESCO INTL GRWTH-R5 | 2017-06-29 | 2019-03-13 | $17,057 | $18,076 | -$1,019 | -$1,019 | |
| 488.567 BARON EMERGING MARKETS FUND | 2017-11-28 | 2019-03-13 | $6,776 | $7,333 | -$557 | -$557 | |
| 12. ISHARES CORE S&P MIDCAP ETF | 2010-04-16 | 2019-03-13 | $2,285 | $985 | $1,300 | $1,300 | |
| 12. ISHARES CORE S&P MIDCAP ETF | 2019-02-08 | 2019-03-13 | $2,285 | $2,209 | $76 | $76 | |
| 2. ISHARES CORE S&P SMALL-CAP E | 2010-04-16 | 2019-03-13 | $157 | $63 | $94 | $94 | |
| 53. ISHARES CORE S&P SMALL-CAP E | 2019-02-08 | 2019-03-13 | $4,162 | $4,050 | $112 | $112 | |
| 1374.161 BARON EMERGING MARKETS FUND | 2019-02-08 | 2019-04-23 | $19,664 | $19,277 | $387 | $387 | |
| 243.188 BARON EMERGING MARKETS FUND | 2017-11-28 | 2019-04-23 | $3,480 | $3,637 | -$157 | -$157 | |
| 111.008 ADVISERS INVT TR JOHCM INTL SL I | 2017-03-29 | 2019-07-15 | $2,632 | $2,238 | $394 | $394 | |
| 108.61 INVESCO INTL GRWTH-R5 | 2017-03-29 | 2019-07-15 | $3,730 | $3,618 | $112 | $112 | |
| 152.683 ARTISAN DEVELOPING WORLD FUND | 2019-04-23 | 2019-07-15 | $2,189 | $2,076 | $113 | $113 | |
| 639.978 BAIRD AGGREGATE BOND FUND | 2019-03-13 | 2019-07-15 | $7,072 | $6,841 | $231 | $231 | |
| 134.973 BARON EMERGING MARKETS FUND | 2016-09-12 | 2019-07-15 | $1,921 | $1,597 | $324 | $324 | |
| 1.047 BARON EMERGING MARKETS FUND | 2019-02-08 | 2019-07-15 | $15 | $14 | $1 | $1 | |
| 94.702 DOUBLELINE TOTAL RETURN BOND FUND | 2018-01-18 | 2019-07-15 | $1,010 | $992 | $18 | $18 | |
| 21.979 DOUBLELINE TOTAL RETURN BOND FUND | 2019-03-13 | 2019-07-15 | $234 | $230 | $4 | $4 | |
| 119.548 DOUBLELINE EMG MKTS INC-I | 2018-03-15 | 2019-07-15 | $1,283 | $1,252 | $31 | $31 | |
| 862.433 FIDELITY INVESTMENT GRADE BOND FUND | 2016-11-08 | 2019-07-15 | $6,951 | $6,856 | $95 | $95 | |
| 58. ISHARES CORE S& P 500 ETF | 2017-02-06 | 2019-07-15 | $17,518 | $13,372 | $4,146 | $4,146 | |
| 9. ISHARES CORE S& P 500 ETF | 2019-03-13 | 2019-07-15 | $2,718 | $2,472 | $246 | $246 | |
| 10. ISHARES CORE S&P MIDCAP ETF | 2010-04-16 | 2019-07-15 | $1,948 | $821 | $1,127 | $1,127 | |
| 302.379 PRUDENTIAL HIGH YIELD FUND-Z | 2019-03-13 | 2019-07-15 | $1,666 | $1,630 | $36 | $36 | |
| 9.527 TEMPLETON GLOBAL BOND FUND/UNITED STATES | 2019-03-13 | 2019-07-15 | $108 | $109 | -$1 | -$1 | |
| 130.412 BAIRD AGGREGATE BOND FUND | 2019-03-13 | 2019-11-05 | $1,459 | $1,394 | $65 | $65 | |
| 208.866 FIDELITY INVESTMENT GRADE BOND FUND | 2016-11-08 | 2019-11-05 | $1,709 | $1,660 | $49 | $49 | |
| 1910.97 TEMPLETON GLOBAL BOND FUND/UNITED STATES | 2016-05-12 | 2019-11-05 | $20,409 | $21,328 | -$919 | -$919 | |
| 259.088 TEMPLETON GLOBAL BOND FUND/UNITED STATES | 2019-03-13 | 2019-11-05 | $2,767 | $2,967 | -$200 | -$200 | |
| CAPITAL GAIN DIVIDENDS | $3,472 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,255 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,793 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,021,633 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054612 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,529 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,034,896 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050758 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,266 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,001,257 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04421 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,238 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,034,264 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043739 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,961 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,053,810 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036972 | DistributionYr5Rt |
| Total Distribution | 0.230291 | TotalDistributionRt |
| Average Distribution | 0.046058 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,019,784 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $239 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,208 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $58,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $108 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $108 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $131 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGIONS BANK | BusinessNameLine1Txt |
| Business Name Line2 | TRUST DEPARTMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2054207753 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MILAN PARKWAY | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35211 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| REGIONS BANK | ||||||
| 201 MILAN PKWY | BIRMINGHAM | AL | 35211 | TRUSTEE | 2 | $13,699 |
| MAGGIE KERSTEN | ||||||
| ONE UNIVERSITY PARK DR | NASHVILLE | TN | 37204 | COMM MBR | 1 | $650 |
| DAROLYN PORTER | ||||||
| 404 JAMES ROBERTSON PKWY SUITE 1 | NASHVILLE | TN | 37243 | COMM MBR | 1 | $650 |
| BRENT TENER | ||||||
| 2309 WEST END AVE | NASHVILLE | TN | 37203 | COMM MBR | 1 | $650 |
| PATRICIA SMEDLEY | ||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | COMM MBR | 1 | $650 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,035,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,035,314 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,035,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,019,784 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,989 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,989 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $239 | TotalTaxAmt |
| Distributable Before Adj | $50,750 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,250 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,250 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,900 | 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 | $58,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $239 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,661 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,250 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,353 | 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 | $58,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,353 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,547 | 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 | $21,703 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALISA MCMURTRY CO REGIONS BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 4TH AVENUE NORTH 3RD FLOOR | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6157482044 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE AVAILABLE AT WWW.GRANTINTERFACE.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIP RECIPIENTS MUST BE LEGAL RESIDENTS OF THE STATE OF TENNESSEE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MILLIGAN COLLEGE | |||||||
| PO BOX 250 | MILLIGAN COLLEGE | TN | 37682 | NONE | I | SCHOLARSHIP | $1,500 |
| TENNESSEE STATE UNIVERSITY | |||||||
| 3500 JOHN A MERRIT BLVD | NASHVILLE | TN | 37209 | NONE | I | SCHOLARSHIPS | $1,500 |
| BRYAN COLLEGE | |||||||
| 721 BRYAN DR | DAYTON | TN | 37321 | NONE | I | SCHOLARSHIPS | $1,500 |
| CHRISTIAN BROTHERS UNIVERSITY | |||||||
| 650 E PARKWAY 5 | MEMPHIS | TN | 38104 | NONE | I | SCHOLARSHIPS | $1,500 |
| COLUMBIA STATE COMMUNITY COLLEGE | |||||||
| 1665 HAMPSHIRE PIKE | COLUMBIA | TN | 38401 | NONE | I | SCHOLARSHIPS | $1,500 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVE RM 11-120 | CAMBRBRIDGE | MA | 02139 | NONE | I | SCHOLARSHIPS | $1,500 |
| MIDDLE TENNESSEE STATE UNIVERSITY | |||||||
| 1301 EAST MAIN ST | MURFREESBORO | TN | 37132 | NONE | I | SCHOLARSHIP | $3,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 100 WEST DEAN KEETON ST E 3700 | AUSTIN | TX | 78712 | NONE | I | SCHOLARSHIPS | $1,500 |
| THE UNVERSITY OF ALABAMA | |||||||
| BOX 870162 | TUSCALOOSA | AL | 35487 | NONE | I | SCHOLARSHIPS | $4,500 |
| THE UNIVERSITY OF TN CHATTANOOGA | |||||||
| 615 MCCALLIE AVE | CHATTANOOGA | TN | 37403 | NONE | I | SCHOLARSHIPS | $1,500 |
| WHEATON COLLEGE | |||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | NONE | I | SCHOLARSHIP | $1,500 |
| TENNESSEE TECHNOLOGICAL UNIV | |||||||
| PO BOX 5076 | COOKEVILLE | TN | 38505 | NONE | I | SCHOLARSHIP | $7,500 |
| UNIVERSITY OF MEMPHIS | |||||||
| PO BOX 1000 DEPT 313 | MEMPHIS | TN | 38148 | NONE | I | SCHOLARSHIPS | $3,000 |
| UNIVERSITY OF CALIFORNIA | |||||||
| BOX 957089 | LOS ANGELES | CA | 90095 | NONE | I | SCHOLARSHIPS | $3,000 |
| SOUTHEAST MISSOURI STATE UNIVERSITY | |||||||
| ONE UNIVERSITY PLAZA | CAPE GIRARDEAU | MO | 63701 | NONE | I | SCHOLARSHIPS | $1,500 |
| UNIVERSITY OF TENNESSEE - MARTIN | |||||||
| 325 ADMINISTRATION BLDG | MARTIN | TN | 38238 | NONE | I | SCHOLARSHIP | $1,500 |
| EAST TENNESSEE | |||||||
| PO BOX 70732 | JOHNSON CITY | TN | 37614 | NONE | I | SCHOLARSHIP | $1,500 |
| RENSSELAER POLYTECHNIC INSTITUTE | |||||||
| 110 8TH ST | TROY | NY | 12180 | NONE | I | SCHOLARSHIPS | $1,500 |
| UNIVERSITY OF TENNESSEE | |||||||
| 600 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | NONE | I | SCHOLARSHIPS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,500 | 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 | $26,686 | 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 | $11,255 | 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 | FED TAX REFUND | Desc |
| Business | 900099 | BusinessCd |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $157 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,098 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 06828M876 BARON EMERGING MARKE | AT COST | $41,328 | $53,880 |
| 464287200 ISHARES CORE S& P 50 | AT COST | $187,906 | $263,441 |
| 464287804 ISHARES CORE S& P SM | AT COST | $19,945 | $53,412 |
| 464287507 ISHARES CORE S& P MI | AT COST | $20,764 | $52,072 |
| 74440Y801 PRUDENTIAL HIGH YIEL | |||
| 057071854 BAIRD AGGREGATE BOND | AT COST | $165,811 | $174,696 |
| 258620103 DOUBLELINE TOTAL RET | AT COST | $73,852 | $74,456 |
| 316146109 FIDELITY INV GRADE B | |||
| 880208400 TEMPLETON GLOBAL BD | |||
| 258620509 DOUBLELINE EMG MKTS | AT COST | $24,826 | $25,239 |
| 00770G847 JOHCM INTERNATIONAL | AT COST | $31,489 | $37,518 |
| 008882771 AIM INTERNATIONAL GR | |||
| 00889A400 INVESCO INTERNATIONA | AT COST | $38,315 | $38,562 |
| 74440Y884 PGIM HIGH YIELD FUND | AT COST | $48,927 | $50,819 |
| 04314H592 ARTISAN DEVELOPING W | AT COST | $21,068 | $23,794 |
| 31635T807 FIDELITY ADV INV GR | AT COST | $168,945 | $174,795 |
| ROUNDING | AT COST | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FED TAX REFUND | Desc |
| Revenue And Expenses Per Books | $157 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $113 |
| RETURN OF PY GRANTS | $10,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $262 | $262 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $48 | $48 | $0 |