PAM LEWIS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PAM LEWIS FOUNDATION (EIN 38-3278908)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201931339349100003
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T16:10:14-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823890663 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mike Dodd CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1227 16th Avenue South | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383278908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pam Lewis Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O S Gary Spicer Sr | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAML | BusinessNameControlTxt |
| Phone | 3138849700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16845 Kercheval Avenue No 5 | AddressLine1Txt |
| City | Grosse Pointe | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | s gary spicer sr | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 3138849700 | PhoneNum |
| Signature | 2019-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael T Dodd | PreparerPersonNm |
| PTIN | P00325633 | PTIN |
| Phone | 6153229600 | PhoneNum |
| Preparation | 2019-05-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.87.212.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-04 | IPDt |
| IP Tm | 10:31:32 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9E781399B9422F0667553CD6A64BBDEEF4A5CB86 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 967BA01C6936CC7B4494639D0D34C0B478FF75BC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $185,595 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,251 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,251 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,093 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,093 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $161,344 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,344 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,436 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,865 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,865 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,556 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,556 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,220 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,110 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,110 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $717 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $358 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $359 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,889 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,890 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $143,881 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $143,881 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $220,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,889 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,771 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$58,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,455 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $176,130 | CashBOYAmt |
| Cash EOY | $185,595 | CashEOYAmt |
| Cash EOYFMV | $185,595 | CashEOYFMVAmt |
| Other Assets BOY | $877,166 | OtherAssetsBOYAmt |
| Other Assets EOY | $808,949 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,053,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $994,544 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $185,595 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,053,296 | RetainedEarningBOYAmt |
| Retained Earning EOY | $994,544 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,053,296 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $994,544 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,053,296 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $994,544 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,053,296 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$58,752 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $994,544 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $994,544 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Morgan Stanley Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $234,392 | GrossSalesPriceAmt |
| Cost Or Other Basis | $91,299 | CostOrOtherBasisAmt |
| Gain Or Loss | $143,093 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $143,093 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,093 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,349 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,031,711 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086603 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,331 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $977,669 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.147628 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,464 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,038,660 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029330 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,034 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $632,395 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039586 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,946 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $115,412 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.268135 | DistributionYr5Rt |
| Total Distribution | 0.571282 | TotalDistributionRt |
| Average Distribution | 0.114256 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $936,573 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $107,009 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,535 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $108,544 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $151,771 | 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 | $1,535 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,535 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $66 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
| Individual With Books | S Gary Spicer Sr | IndividualWithBooksNm |
| Phone | 3138849700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16845 Kercheval Avenue Suite 5 | AddressLine1Txt |
| City | Grosse Pointe | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Pamela L Lewis | ||||||||
| 16845 Kercheval Avenue Suite 5 | Grosse Pointe | MI | 48230 | President/Trustee | 2.00 | $24,436 | $0 | $0 |
| S Gary Spicer Sr | ||||||||
| 16845 Kercheval Avenue Suite 5 | Grosse Pointe | MI | 48230 | Secretary | 2.00 | $36,000 | $0 | $0 |
| Edward Zionkowski | ||||||||
| 16845 Kercheval Avenue Suite 5 | Grosse Pointe | MI | 48230 | Treasurer | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $765,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $950,836 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $950,836 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,263 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $936,573 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,535 | TotalTaxAmt |
| Distributable Before Adj | $45,294 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,294 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,294 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,771 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $151,771 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,535 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $150,236 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,294 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,175 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $96,070 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,209 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $160,454 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,771 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,294 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $106,477 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $266,931 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $25,175 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $241,756 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $96,070 | ExcessFromYear2Amt |
| Excess From Year1 | $39,209 | ExcessFromYear1Amt |
| Excess From Current Year | $106,477 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Hard Bargain Association | |||||
| 608 Mt Hope Street | Franklin | TN | 37064 | General Purpose | $1,000 |
| Wells College | |||||
| 170 Main Street | Aurora | NY | 13026 | General Purpose | $60,000 |
| Red Hook Central High School | |||||
| 103 W Market Street | Red Hook | NY | 12571 | General Purpose | $10,000 |
| Metro Historical Commission | |||||
| 3000 Granny White Pike | Nashville | TN | 37204 | General Purpose | $1,000 |
| Nashville Repertory Theater | |||||
| 161 Rains Avenue | Nashville | TN | 37203 | General Purpose | $400 |
| Four Corners Equine Rescue | |||||
| 22 Rd 3334 | Aztec | NM | 87410 | General Purpose | $58 |
| National Wildlife Federation | |||||
| PO Box 1583 | Merrifield | VA | 22116 | General Purpose | $25 |
| Braille Books for Blind Children | |||||
| 1800 Johnson Street | Baltimore | MD | 21230 | General Purpose | $25 |
| Nashville Jazz Workshop | |||||
| 1319 Adams St | Nashville | TN | 37208 | General Purpose | $100 |
| Nashville Public Television | |||||
| 161 Rains Avenue | Nashville | TN | 37203 | General Purpose | $500 |
| Nashville City Cemetary | |||||
| 1001 4th Ave S | Nashville | TN | 37203 | General Purpose | $1,000 |
| Nashville Public Radio | |||||
| 630 Mainstream Drive | Nashville | TN | 37228 | General Purpose | $250 |
| Studio Tenn | |||||
| 230 Franklin Road | Franklin | TN | 37064 | General Purpose | $250 |
| Disabled American Veterans | |||||
| 110 9th Ave S | Nashville | TN | 37203 | General Purpose | $75 |
| Wounded Warrior Project | |||||
| 223 Rosa L Parks Ave Suite 301 | Nashville | TN | 37203 | General Purpose | $75 |
| Meals on Wheels | |||||
| 1101 Kermit Drive | Nashville | TN | 37217 | General Purpose | $100 |
| Cheekwood | |||||
| 1200 Forrest Park Drive | Nashville | TN | 37205 | General Purpose | $100 |
| Tennessee State Museum Foundation | |||||
| 1000 Rosa L Parks Blvd | Nashville | TN | 37208 | General Purpose | $45,000 |
| Harpeth Conservancy | |||||
| 215 Jamestown Park Road Suite 101 | Brentwood | TN | 37027 | General Purpose | $1,000 |
| Columbia State Community College | |||||
| 1665 Hampshire Pike | Columbia | TN | 38401 | General Purpose | $2,000 |
| Congregation Micah | |||||
| 2001 Old Hickory Blvd | Brentwood | TN | 37027 | General Purpose | $150 |
| MTSU Foundation | |||||
| 1301 E Main Street | Murfreesboro | TN | 37132 | General PurposeGeneral Purpose | $250 |
| Redwings Horse Sanctuary | |||||
| 47240 Longwood-Jolon Rd | Lockwood | CA | 93932 | General Purpose | $100 |
| National Audubon Society | |||||
| 225 Varick St | New York | NY | 10014 | General Purpose | $40 |
| International Campaign for Tibet | |||||
| 1825 Jefferson Pl NW | Washington | DC | 20036 | General Purpose | $50 |
| Keepers of the Wild | |||||
| 13441 AZ-66 | Valentine | AZ | 86437 | General Purpose | $45 |
| Peaceful Valley Donkey Rescue | |||||
| 8317 Duckworth Rd | San Angelo | TX | 76905 | General Purpose | $150 |
| Franklin Lions Club | |||||
| PO BOX 521 | Franklin | TN | 37065 | General Purpose | $500 |
| Smiling Dogs Farms | |||||
| PO Box 743 | Wharton | TX | 77488 | General Purpose | $80 |
| Bluegrass Along the Harpeth | |||||
| 109 3rd Ave S | Franklin | TN | 37064 | General Purpose | $500 |
| Nashville Repertory Theater | |||||
| 161 Rains Avenue | Nashville | TN | 37203 | General Purpose | $250 |
| St Joseph's Indian School | |||||
| 1301 N Main Street | Chamberlain | SD | 57325 | General Purpose | $35 |
| SPCA International Global Animal Rescue | |||||
| 242 W 30th St | New York | NY | 10001 | General Purpose | $50 |
| African American Heritage Society | |||||
| 200 Church St | Pensacola | FL | 32502 | General Purpose | $500 |
| Franklin Civil War Round Table | |||||
| 1345 Eastern Flank Circle | Franklin | TN | 37064 | General Purpose | $35 |
| North Shore Animal League America | |||||
| 25 Davis Avenue | Port Washington | NY | 11050 | General Purpose | $25 |
| Disabled American Veterans | |||||
| 110 9th Ave S | Nashville | TN | 37203 | General Purpose | $18 |
| Nashville Zoo | |||||
| 3777 Nolensville Pike | Nashville | TN | 37211 | General Purpose | $500 |
| Red Bucket Equine Rescue | |||||
| 2885 English Rd | Chino Hills | CA | 91709 | General Purpose | $55 |
| Southern Winds Equine Rescue | |||||
| 4447 2nd Rd | Udall | KS | 67146 | General Purpose | $150 |
| Front Range Equine Rescue | |||||
| PO Box 458 | Ocala | FL | 34478 | General Purpose | $35 |
| Friends of Franklin Parks | |||||
| 1368 Eastern Flank Cir | Franklin | TN | 37064 | General Purpose | $500 |
| Save our Dragon | |||||
| 2400 Blakemore Ave | Nashville | TN | 37212 | General Purpose | $250 |
| Tennessee State Museum Foundation | |||||
| 1000 Rosa L Parks Blvd | Nashville | TN | 37208 | General Purpose | $2,500 |
| Battle of Franklin Trust | |||||
| 1345 Eastern Flank Circle | Franklin | TN | 37064 | General PurposeMiscellaneous Grants | $350 |
| Castleton Ranch Horse Rescue | |||||
| 28581 Old Ranch Drive | Valley Center | CA | 92082 | General Purpose | $116 |
| Animals' Angels | |||||
| PO Box 1056 | Westminster | MD | 21158 | General Purpose | $150 |
| Braille Books for Blind Children | |||||
| 1800 Johnson Street | Baltimore | MD | 21230 | General Purpose | $25 |
| Friends of Franklin Parks | |||||
| 1368 Eastern Flank Cir | Franklin | TN | 37064 | General Purpose | $250 |
| Civil War Trust | |||||
| 1156 15th St NW 900 | Washington | DC | 20005 | General Purpose | $250 |
| Native American Rights Fund | |||||
| 1506 Broadway | Boulder | CO | 80302 | General Purpose | $100 |
| Hoover Paws Animal Rescue | |||||
| S47W30760 WI-59 | North Prarie | WI | 53153 | General Purpose | $25 |
| Animal Recovery Mission | |||||
| PO Box 403344 | Miami Beach | FL | 33140 | General Purpose | $150 |
| St Joseph's Indian School | |||||
| 1301 N Main Street | Chamberlain | SD | 57325 | General Purpose | $35 |
| National Park Foundation | |||||
| 1110 Vermont Avenue NW Ste 200 | Washington | DC | 20005 | General Purpose | $100 |
| Franklin Theater | |||||
| 419 Main St | Franklin | TN | 37064 | General Purpose | $260 |
| Gateway Chamber Orchestra | |||||
| 2250 Wilma Rudolph Blvd Suite F 222 | Clarksville | TN | 37040 | General Purpose | $250 |
| Sierra Club | |||||
| 3340 Perimeter Hill Drive | Nashville | TN | 37211 | General Purpose | $39 |
| American Action Fund | |||||
| 1800 Johnson Street | Baltimore | MD | 21230 | General Purpose | $25 |
| St Joseph's Indian School | |||||
| 1301 N Main Street | Chamberlain | SD | 57325 | General Purpose | $40 |
| Four Corners Equine Rescue | |||||
| 22 Rd 3334 | Aztec | NM | 87410 | General Purpose | $250 |
| African American Heritage Society | |||||
| 200 Church St | Pensacola | FL | 32502 | General Purpose | $2,000 |
| Nashville Rescue Mission | |||||
| 639 Lafayette St | Nashville | TN | 37203 | General Purpose | $27 |
| Braille Books for Blind Children | |||||
| 1800 Johnson Street | Baltimore | MD | 21230 | General Purpose | $30 |
| Americans for Battlefield Preservation | |||||
| 1156 15th St NW 900 | Washington | DC | 20005 | General Purpose | $250 |
| 21st District Recovery Court | |||||
| 370 Natchez St | Franklin | TN | 37064 | General Purpose | $200 |
| Civil War Trust | |||||
| 1156 15th St NW 900 | Washington | DC | 20005 | General Purpose | $350 |
| New Hope Academy of Tennessee | |||||
| 1820 Downs Blvd | Franklin | TN | 37064 | General Purpose | $250 |
| Columbia State Community College | |||||
| 1665 Hampshire Pike | Columbia | TN | 38401 | General Purpose | $250 |
| Friends of WCAC | |||||
| PO Box 396 | Franklin | TN | 37065 | General Purpose | $250 |
| Friends of Franklin Parks | |||||
| 1368 Eastern Flank Cir | Franklin | TN | 37064 | General Purpose | $250 |
| The Belcourt | |||||
| 2102 Belcourt Ave | Nashville | TN | 37212 | General Purpose | $150 |
| Nashville Zoo | |||||
| 3777 Nolensville Pike | Nashville | TN | 37211 | General Purpose | $150 |
| Nashville Repertory Theater | |||||
| 161 Rains Avenue | Nashville | TN | 37203 | General Purpose | $250 |
| American Red Cross | |||||
| 2201 Charlotte Ave | Nashville | TN | 37203 | General Purpose | $100 |
| Williamson County CASA | |||||
| 1205 Columbia Ave | Franklin | TN | 37064 | General Purpose | $250 |
| Bridges Domestic Violence Center | |||||
| PO Box 1592 | Franklin | TN | 37065 | General Purpose | $250 |
| Battle of Franklin Trust | |||||
| 1345 Eastern Flank Circle | Franklin | TN | 37064 | General Purpose | $1,000 |
| Chick History | |||||
| 807 Main St STE B | Nashville | TN | 37206 | General Purpose | $200 |
| Women for Women International | |||||
| 2000 M Street NW Suite 200 | Washington | DC | 20036 | General Purpose | $30 |
| Veterans Park | |||||
| 140 Scotch St | Hendersonville | TN | 37075 | General Purpose | $260 |
| Nashville Symphony | |||||
| 1 Symphony Pl | Nashville | TN | 37201 | General Purpose | $250 |
| Guiding Eyes for the Blind | |||||
| 611 Granite Springs Rd | Yorktown Heights | NY | 10598 | General Purpose | $10 |
| Franklin Theater | |||||
| 419 Main St | Franklin | TN | 37064 | General Purpose | $1,937 |
| Studio Tenn | |||||
| 230 Franklin Road | Franklin | TN | 37064 | General Purpose | $250 |
| National Trust for Historic Preservation | |||||
| 2600 Virginia Ave NW Suite 1100 | Washington | DC | 20037 | General Purpose | $1,746 |
| Civil War Trust | |||||
| 1156 15th St NW 900 | Washington | DC | 20005 | General Purpose | $200 |
| Sierra Club | |||||
| 3340 Perimeter Hill Drive | Nashville | TN | 37211 | General Purpose | $100 |
| Nolensville Historical Society | |||||
| 7248 Nolensville Rd | Nolensville | TN | 37135 | General Purpose | $250 |
| You Have the Power | |||||
| 2401 White Ave | Nashville | TN | 37204 | General Purpose | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $143,881 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,251 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $143,093 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $161,344 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,344 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Stock Sales | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal & Accounting | CategoryTxt |
| Amt | $5,730 | Amt |
| Net Investment Income | $2,865 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,865 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Morgan Stanley Securities | Desc |
| BOY Book Value | $877,166 | BOYBookValueAmt |
| EOY Book Value | $808,949 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Postage | $246 | $123 | $123 |
| Bank Fees | $150 | $75 | $75 |
| Miscellaneous | $250 | $125 | $125 |
| Reimbursements | $36 | $18 | $18 |
| Check Charges | $35 | $17 | $18 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MI Annual Report | $20 | $10 | $10 |
| US Treasury | $3,092 | $1,546 | $1,546 |