VIOLET HAMPTON TR UW 2: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- VIOLET HAMPTON TR UW 2 (EIN 62-6373852)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-07
- IRS object ID
- 201941279349101304
- Schema version
- 2018v3.0
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-07T09:00:55-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | PRICEWATERHOUSECOOPERS 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 | 2018-01-01 | 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 | 2019-04-27 | 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 | 2019-04-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.188.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 98A2F0E703F18D9464019E7B54E9B69F992D8470 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 57623ED0AE1821D5CE0A508C54E4C9AF0C12734B | 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 | $956,617 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,048 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,048 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $361,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $374 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $24,322 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,048 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,468 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,868 | 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 | $947 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $447 | 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 | $18,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,393 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,733 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,914 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,663 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $562,659 | CorporateStockBOYAmt |
| Other Investments BOY | $354,073 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $871,288 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $919,954 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $948,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $907,951 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $956,617 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $948,646 | CapitalStockBOYAmt |
| Capital Stock EOY | $907,951 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $948,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $907,951 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $948,646 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $907,951 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $948,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,393 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,698 | OtherIncreasesAmt |
| Subtotal | $907,951 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $907,951 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 30.548 FIDELITY INV GRADE BOND FUND 26 | 2016-11-08 | 2018-02-09 | $236 | $243 | -$7 | -$7 | |
| 153.195 TCW CORE FXD INCM-I | 2017-03-27 | 2018-02-09 | $1,650 | $1,676 | -$26 | -$26 | |
| 4066.406 TCW CORE FXD INCM-I | 2016-12-30 | 2018-02-09 | $43,795 | $45,806 | -$2,011 | -$2,011 | |
| 591.906 VANGUARD TOT BD MKT IDX-ADM | 2017-03-27 | 2018-02-12 | $6,221 | $6,327 | -$106 | -$106 | |
| 13406.868 VANGUARD TOT BD MKT IDX-ADM | 2016-12-22 | 2018-02-12 | $140,906 | $146,535 | -$5,629 | -$5,629 | |
| 3158.35 M F S BOND FUND-I | 2016-11-08 | 2018-03-15 | $43,048 | $44,375 | -$1,327 | -$1,327 | |
| 116.15 M F S BOND FUND-I | 2017-03-27 | 2018-03-15 | $1,583 | $1,602 | -$19 | -$19 | |
| 3158.345 M F S BOND FUND-I | 2016-11-08 | 2018-03-15 | $43,048 | $44,375 | -$1,327 | -$1,327 | |
| 116.148 M F S BOND FUND-I | 2017-03-27 | 2018-03-15 | $1,583 | $1,602 | -$19 | -$19 | |
| 1108.434 ADVISERS INVT TR JOHCM INTL SL I | 2017-11-28 | 2018-06-26 | $26,115 | $23,861 | $2,254 | $2,254 | |
| 495.735 INVESCO INTL GRWTH-R5 | 2017-12-13 | 2018-06-26 | $17,113 | $18,265 | -$1,152 | -$1,152 | |
| 6. ISHARES CORE S&P SMALL-CAP E | 2010-04-16 | 2018-06-26 | $507 | $188 | $319 | $319 | |
| 78.638 ADVISERS INVT TR JOHCM INTL SL I | 2017-06-29 | 2018-07-18 | $1,865 | $1,596 | $269 | $269 | |
| 78.806 INVESCO INTL GRWTH-R5 | 2017-06-29 | 2018-07-18 | $2,779 | $2,773 | $6 | $6 | |
| 447.85402 BAIRD AGGREGATE BOND FUND - IS | 2018-02-12 | 2018-07-18 | $4,729 | $4,765 | -$36 | -$36 | |
| 116.15198 BAIRD AGGREGATE BOND FUND - IS | 2018-02-12 | 2018-07-18 | $1,227 | $1,236 | -$9 | -$9 | |
| 216.881 BARON EMERGING MARKETS-INS | 2017-11-28 | 2018-07-18 | $3,062 | $3,255 | -$193 | -$193 | |
| 43.02091 DOUBLELINE TOTAL RET BD-I | 2018-02-09 | 2018-07-18 | $449 | $450 | -$1 | -$1 | |
| 94.79609 DOUBLELINE TOTAL RET BD-I | 2018-02-09 | 2018-07-18 | $989 | $993 | -$4 | -$4 | |
| 78.678 DOUBLELINE EMG MKTS INC-I | 2018-03-15 | 2018-07-18 | $810 | $824 | -$14 | -$14 | |
| 532.31852 FIDELITY INV GRADE BOND FUND 26 | 2016-11-08 | 2018-07-18 | $4,104 | $4,232 | -$128 | -$128 | |
| 222.28548 FIDELITY INV GRADE BOND FUND 26 | 2016-11-08 | 2018-07-18 | $1,714 | $1,767 | -$53 | -$53 | |
| 25. ISHARES S&P 500 INDEX FUND | 2018-06-26 | 2018-07-18 | $7,065 | $6,839 | $226 | $226 | |
| 32. ISHARES S&P 500 INDEX FUND | 2017-02-06 | 2018-07-18 | $9,043 | $7,378 | $1,665 | $1,665 | |
| 2. ISHARES CORE S&P MIDCAP ETF | 2010-04-16 | 2018-07-18 | $398 | $164 | $234 | $234 | |
| 13. ISHARES CORE S&P MIDCAP ETF | 2018-06-26 | 2018-07-18 | $2,588 | $2,544 | $44 | $44 | |
| 31. ISHARES CORE S&P SMALL-CAP E | 2010-04-16 | 2018-07-18 | $2,666 | $971 | $1,695 | $1,695 | |
| 134.926 PRUDENTIAL HIGH YIELD FUND-Z | 2018-06-26 | 2018-07-18 | $731 | $731 | |||
| 122.987 PRUDENTIAL HIGH YIELD FUND-Z | 2016-12-02 | 2018-07-18 | $667 | $662 | $5 | $5 | |
| 44.95 TEMPLETON GLOBAL BD FD ADVISOR CL | 2018-06-26 | 2018-07-18 | $527 | $519 | $8 | $8 | |
| 50.676 TEMPLETON GLOBAL BD FD ADVISOR CL | 2016-05-12 | 2018-07-18 | $594 | $566 | $28 | $28 | |
| CAPITAL GAIN DIVIDENDS | $3,833 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,100 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,529 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,034,896 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050758 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,266 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,001,257 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04421 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,238 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,034,264 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043739 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,961 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,053,810 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036972 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,959 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $996,878 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036072 | DistributionYr5Rt |
| Total Distribution | 0.211751 | TotalDistributionRt |
| Average Distribution | 0.04235 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,021,633 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,266 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $107 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,373 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,900 | 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 | $107 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $107 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $372 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $372 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $265 | OverpaymentAmt |
| Applied To ES Tax | $108 | AppliedToESTaxAmt |
| Refund | $157 | 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 PARKWAY | BIRMINGHAM | AL | 35211 | TRUSTEE | 2 | $13,868 |
| MAGGIE KERSTEN | ||||||
| ONE UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | COMM MBR | 1 | $650 |
| DAROLYN PORTER | ||||||
| 404 JAMES ROBERTSON PARKWAY 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 | $1,037,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,037,191 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,037,191 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,021,633 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,082 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,082 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $107 | TotalTaxAmt |
| Distributable Before Adj | $50,975 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,475 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,475 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,900 | 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 | $55,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $107 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,793 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,475 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,778 | 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 | $55,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,778 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,122 | 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 | $19,353 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYCE COLLEGE | ||||||||
| 2825 LEXINGTON RD | LOUISVILLE | KY | 40206 | NONE | I | SCHOLARSHIP | $1,500 | |
| COLUMBIA INTERNATIONAL UNIVERSITY | ||||||||
| 7435 MONTICELLO ROAD | COLUMBIA | SC | 29203 | NONE | I | SCHOLARSHIP | $1,500 | |
| CORNELL UNIVERSITY | ||||||||
| PO BOX 752 | ITHACA | NY | 14851 | NONE | I | SCHOLARSHIP | $1,500 | |
| EAST TENNESSEE | ||||||||
| PO BOX 70732 | JOHNSON CITY | TN | 37614 | NONE | I | SCHOLARSHIP | $1,500 | |
| MIDDLE TENNESSEE STATE UNIVERSITY | ||||||||
| 1301 EAST MAIN ST | MURFREESBORO | TN | 37132 | NONE | I | SCHOLARSHIP | $3,000 | |
| MILLIGAN COLLEGE | ||||||||
| PO BOX 250 | MILLIGAN COLLEGE | TN | 37682 | NONE | I | SCHOLARSHIP | $1,500 | |
| RENSSELAER POLYTECHNIC INSTITUTE | ||||||||
| 110 8TH ST | TROY | NY | 12180 | NONE | I | SCHOLARSHIP | $1,500 | |
| TENNESSEE TECHNOLOGICAL UNIV | ||||||||
| PO BOX 5076 | COOKEVILLE | TN | 38505 | NONE | I | SCHOLARSHIP | $4,500 | |
| WHEATON COLLEGE | ||||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | NONE | I | SCHOLARSHIP | $1,500 | |
| UNIVERSITY OF TENNESSEE - KNOXVILLE | ||||||||
| 211 STUDENT SERVICES BLDG | KNOXVILLE | TN | 379960225 | NONE | I | SCHOLARSHIP | $16,500 | BURSAR'S OFFICE |
| RENSSELAER POLYTECHNIC INSTITUTE | ||||||||
| 110 8TH ST | TROY | NY | 12180 | NONE | I | GENERAL OPERATING | $1,500 | |
| MISSOURI STATE UNIVERSITY | ||||||||
| 99 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | NONE | I | SCHOLARSHIPS | $1,500 | |
| MASS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | I | SCHOLARSHIP | $1,500 | |
| MISSISSIPPI STATE UNIVERSITY | ||||||||
| PO BOX 5328 | STARKVILLE | MS | 39762 | NONE | I | SCHOLARSHIP | $1,500 | |
| UNIVERSITY OF ALABAMA | ||||||||
| UNIVERSITY BLVD | TUSCALOOSA | AL | 35487 | NONE | I | SCHOLARSHIP | $3,000 | |
| UNIVERSITY OF MEMPHIS | ||||||||
| P O BOX 1000 | MEMPHIS | TN | 38152 | NONE | I | SCHOLARSHIP | $1,500 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | I | SCHOLARSHIP | $1,500 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 700 CHILDS WAY JHH325 | LOS ANGELES | CA | 900890914 | NONE | I | SCHOLARSHIP | $1,500 | FINANCIAL AID OFFICE |
| WASHINGTON UNIVERSITY IN ST LOUIS | ||||||||
| ONE BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | I | SCHOLARSHIP | $1,500 | |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 1147 MURPHY HALL | Los Angeles | CA | 90095 | NONE | I | SCHOLARSHIP | $1,500 | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | I | SCHOLARSHIP | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,500 | 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 | $25,048 | 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 | -$1,100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $374 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,322 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,322 | 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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm |
|---|
| BARON EMERGING MARKETS INST |
| FIDELITY INVST GRADE BDPORTFO |
| ISHARES CORE S&P MID-CAP ETF |
| ISHARES CORE S&P SMALL-CAP ETF |
| ISHARES MSCI EAFE ET |
| MAINGATE MLP FUND |
| MFS CORPORATE BOND I |
| PRUDENTIAL HIGH YIELD FUND CL |
| SPDR S&P 500 ETF TRUST UNIT SE |
| TCW CORE FIXED INCOME FUND |
| TEMPLETON GLOBAL BOND FUND ADV |
| VANGUARD TOTAL BOND MARKET IND |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADVISERS INVT TR JOHCM INTL SL | |||
| INVESCO INTERNATIONAL GROWTH F | |||
| ISHARES CORE S&P 500 ETF | |||
| 06828M876 BARON EMERGING MARKE | AT COST | $72,270 | $72,656 |
| 464287200 ISHARES S&P 500 INDE | AT COST | $201,279 | $219,656 |
| 464287804 ISHARES TR S & P SMA | AT COST | $20,008 | $44,295 |
| 464287507 ISHARES TR S&P MIDCA | AT COST | $22,570 | $45,667 |
| 74440Y801 PRUDENTIAL HIGH YIEL | AT COST | $44,461 | $42,395 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $157,763 | $156,171 |
| 258620103 DOUBLELINE TOTAL RET | AT COST | $44,964 | $44,748 |
| 316146109 FIDELITY INV GRADE B | AT COST | $161,021 | $155,747 |
| 880208400 TEMPLETON GLOBAL BD | AT COST | $21,328 | $21,498 |
| 258620509 DOUBLELINE EMG MKTS | AT COST | $22,870 | $21,744 |
| 00770G847 JOHCM INTERNATIONAL | AT COST | $46,831 | $47,318 |
| 008882771 AIM INTERNATIONAL GR | AT COST | $55,923 | $48,059 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $374 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCE | $1,198 |
| RETURN OF PY GRANT | $4,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $391 | $391 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $500 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $56 | $56 | $0 |