VIOLET HAMPTON TR UW 2: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VIOLET HAMPTON TR UW 2 (EIN 62-6373852)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-25
- IRS object ID
- 201821769349100227
- Schema version
- 2017v2.2
- 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 Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-25T19:00:30-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 2055000645 | 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 | 2018-06-20 | 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 | 2018-06-20 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,070,523 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,217 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,418 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,920 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $531,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,920 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $52,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,338 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,463 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,863 | 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 | $4,324 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $344 | 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 | $21,587 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $12,372 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,914 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,914 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $955,191 | CorporateStockBOYAmt |
| Corporate Stock EOY | $562,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $637,745 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Other Investments EOY | $354,073 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $400,864 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $967,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $948,646 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,070,523 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $967,563 | CapitalStockBOYAmt |
| Capital Stock EOY | $948,646 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $967,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $948,646 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $967,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $948,646 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $967,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,578 | OtherIncreasesAmt |
| Subtotal | $950,191 | SubtotalAmt |
| Other Decreases | $1,545 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $948,646 | 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 |
|---|---|---|---|---|---|---|---|
| 2193.426 BARON EMERGING MARKETS-INS | 2016-09-12 | 2017-01-03 | $24,237 | $26,000 | -$1,763 | -$1,763 | |
| 1135. SPDR S&P 500 ETF TRUST | 2016-12-02 | 2017-02-06 | $259,940 | $245,715 | $14,225 | $14,225 | |
| 401.124 BARON EMERGING MARKETS-INS | 2016-09-12 | 2017-03-27 | $4,978 | $4,745 | $233 | $233 | |
| 130. ISHARES CORE S&P 500 ETF | 2017-02-06 | 2017-03-27 | $30,515 | $29,973 | $542 | $542 | |
| 520. ISHARES TR MSCI EAFE INDEX FD | 2017-01-03 | 2017-03-27 | $32,361 | $29,997 | $2,364 | $2,364 | |
| 760. ISHARES TR MSCI EAFE INDEX FD | 2010-04-16 | 2017-03-27 | $47,298 | $43,201 | $4,097 | $4,097 | |
| 229.583 ADVISERS INVT TR JOHCM INTL SL I | 2017-03-29 | 2017-06-14 | $4,810 | $4,628 | $182 | $182 | |
| 156.738 INVESCO INTL GRWTH-R5 | 2017-03-29 | 2017-06-14 | $5,506 | $5,221 | $285 | $285 | |
| 364.731 BARON EMERGING MARKETS-INS | 2016-09-12 | 2017-06-14 | $4,814 | $4,315 | $499 | $499 | |
| 901.628 FIDELITY INVESTMENT GR BOND | 2016-11-08 | 2017-06-14 | $7,159 | $7,168 | -$9 | -$9 | |
| 80. ISHARES CORE S&P 500 ETF | 2017-02-06 | 2017-06-14 | $19,678 | $18,445 | $1,233 | $1,233 | |
| 7. ISHARES CORE S&P MIDCAP ETF | 2010-04-16 | 2017-06-14 | $1,235 | $575 | $660 | $660 | |
| 13. ISHARES CORE S&P MIDCAP ETF | 2016-12-02 | 2017-06-14 | $2,293 | $2,118 | $175 | $175 | |
| 40. ISHARES CORE S&P SMALL-CAP E | 2010-04-16 | 2017-06-14 | $2,830 | $1,252 | $1,578 | $1,578 | |
| 178.497 MFS CORPORATE BOND-I | 2016-11-08 | 2017-06-14 | $2,519 | $2,508 | $11 | $11 | |
| 469.239 PRUDENTIAL HIGH YIELD FUND-Z | 2017-03-27 | 2017-06-14 | $2,628 | $2,544 | $84 | $84 | |
| 174.457 TCW CORE FXD INCM-I | 2016-11-08 | 2017-06-14 | $1,929 | $1,966 | -$37 | -$37 | |
| 131.651 TEMPLETON GLOBAL BOND-ADV | 2016-05-12 | 2017-06-14 | $1,610 | $1,469 | $141 | $141 | |
| 637.39 VANGUARD TOT BD MKT IDX-ADM | 2016-11-08 | 2017-06-14 | $6,903 | $6,967 | -$64 | -$64 | |
| 2655.348 MAINGATE MLP FUND-I | 2017-06-14 | 2017-06-29 | $25,226 | $25,172 | $54 | $54 | |
| . SECURITIES LITIGATION SETTLEMENT PROCEEDS | 2017-11-16 | $35 | $35 | $35 | |||
| 1511.335 FIDELITY INVESTMENT GR BOND | 2016-11-08 | 2017-11-28 | $12,000 | $12,015 | -$15 | -$15 | |
| 10. ISHARES CORE S&P 500 ETF | 2017-02-06 | 2017-11-28 | $2,634 | $2,306 | $328 | $328 | |
| 10. ISHARES CORE S&P MIDCAP ETF | 2010-04-16 | 2017-11-28 | $1,864 | $821 | $1,043 | $1,043 | |
| 30. ISHARES CORE S&P SMALL-CAP E | 2010-04-16 | 2017-11-28 | $2,290 | $939 | $1,351 | $1,351 | |
| 284.226 MFS CORPORATE BOND-I | 2016-11-08 | 2017-11-28 | $4,010 | $3,993 | $17 | $17 | |
| 541.516 PRUDENTIAL HIGH YIELD FUND-Z | 2016-12-02 | 2017-11-28 | $3,000 | $2,913 | $87 | $87 | |
| 317.604 TCW CORE FXD INCM-I | 2016-11-08 | 2017-11-28 | $3,500 | $3,579 | -$79 | -$79 | |
| 82.508 TEMPLETON GLOBAL BOND-ADV | 2016-05-12 | 2017-11-28 | $1,000 | $921 | $79 | $79 | |
| 6.37475 VANGUARD TOT BD MKT IDX-ADM | 2016-11-08 | 2017-11-28 | $69 | $70 | -$1 | -$1 | |
| 1107.83225 VANGUARD TOT BD MKT IDX-ADM | 2016-11-08 | 2017-11-28 | $11,931 | $12,109 | -$178 | -$178 | |
| CAPITAL GAIN DIVIDENDS | $762 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,920 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,266 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,001,257 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04421 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,238 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,034,264 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043739 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,961 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,053,810 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036972 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,959 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $996,878 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036072 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,699 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $927,440 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040648 | DistributionYr5Rt |
| Total Distribution | 0.201641 | TotalDistributionRt |
| Average Distribution | 0.040328 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,034,896 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,735 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $371 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,900 | 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 | $371 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $371 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $371 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,136 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,636 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,265 | OverpaymentAmt |
| Applied To ES Tax | $372 | AppliedToESTaxAmt |
| Refund | $893 | 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 | 2516901024 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 | $13,863 |
| 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 | $1,050,656 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,050,656 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,050,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,034,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,745 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,745 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $371 | TotalTaxAmt |
| Distributable Before Adj | $51,374 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,374 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,374 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,900 | 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 | $52,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $371 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,529 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,304 | 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 | $52,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,304 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,596 | 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 | $19,778 | 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 |
|---|---|---|---|---|---|---|---|---|
| VANDERBILT UNIVERSITY | ||||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37240 | NONE | I | SCHOLARSHIP | $1,500 | |
| TENNESSEE TECHNOLOGICAL UNIVERSITY | ||||||||
| P O BOX 5006 | COOKEVILLE | TN | 38505 | NONE | I | SCHOLARSHIP | $4,500 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | I | SCHOLARSHIP | $3,000 | |
| UNIVERSITY OF ALABAMA | ||||||||
| UNIVERSITY BLVD | TUSCALOOSA | AL | 35487 | NONE | I | SCHOLARSHIP | $1,500 | |
| MIDDLE TENNESSEE STATE UNIVERSITY | ||||||||
| 1301 EAST MAIN STREET | MURFREESBORO | TN | 37132 | NONE | I | SCHOLARSHIP | $3,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| 1400 UNIVERSITY AVENUE | CHARLOTTESVILLE | VA | 22903 | NONE | I | SCHOLARSHIP | $1,500 | |
| CONVERSE COLLEGE | ||||||||
| 580 EAST MAIN STREET | SPARTANBURG | SC | 29302 | NONE | I | SCHOLARSHIP | $1,500 | FINANCIAL AID OFFICE |
| UNIVERSITY OF TENNESSEE - KNOXVILLE | ||||||||
| 211 STUDENT SERVICES BLDG | KNOXVILLE | TN | 379960225 | NONE | I | SCHOLARSHIP | $13,500 | BURSAR'S OFFICE |
| BOYCE COLLEGE | ||||||||
| 2825 LEXINGTON ROAD | LOUISVILLE | KY | 40206 | NONE | I | SCHOLARSHIP | $1,500 | FINANCIAL AID |
| COLUMBIA INTERNATIONAL UNIVERSITY | ||||||||
| 7435 MONTICELLO RD | COLUMBIA | SC | 29203 | NONE | I | SCHOLARSHIP | $1,500 | FINANCIAL AID |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 700 CHILDS WAY JHH325 | LOS ANGELES | CA | 900890914 | NONE | I | SCHOLARSHIP | $1,500 | FINANCIAL AID OFFICE |
| UNIVERSITY OF MEMPHIS | ||||||||
| 3720 ALUMNI AVE | MEMPHIS | TN | 38152 | NONE | I | SCHOLARSHIPS | $1,500 | |
| AUSTIN PEAY UNIVERSITY | ||||||||
| 601 COLLEGE STREET | CLARKSVILLE | TN | 37044 | NONE | I | SCHOLARSHIP | $1,500 | |
| EAST TENNESSEE STATE UNIVERSITY | ||||||||
| 1276 GILBREATH DR | JOHNSON CITY | TN | 37614 | NONE | I | SCHOLARSHIP | $1,500 | |
| CORNELL UNIVERSITY | ||||||||
| 144 EAST AVE | ITHACA | NY | 14853 | NONE | I | SCHOLARSHIP | $1,500 | |
| MISSISSIPPI STATE UNIVERSITY | ||||||||
| 75 BS HOOD DR | MISSISSIPPI STATE UNIV | MS | 39762 | NONE | I | SCHOLARSHIP | $1,500 | |
| RENSSELAER POLYTECHNIC INSTITUTE | ||||||||
| 110 8TH ST | TROY | NY | 12180 | NONE | I | SCHOLARSHIP | $1,500 | |
| WHEATON COLLEGE | ||||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | 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 | |
| WASHINGTON UNIVERSITY AT ST LOUIS | ||||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | I | SCHOLARSHIP | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,500 | 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 | $24,217 | 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 | $27,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,137 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,137 | 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 | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARON EMERGING MARKETS INST | $53,909 | $69,467 |
| FIDELITY INVST GRADE BDPORTFO | $151,514 | $151,030 |
| ISHARES CORE S&P MID-CAP ETF | $22,734 | $52,569 |
| ISHARES CORE S&P SMALL-CAP ETF | $21,166 | $51,924 |
| ISHARES MSCI EAFE ET | ||
| MAINGATE MLP FUND | ||
| MFS CORPORATE BOND I | $45,976 | $46,269 |
| PRUDENTIAL HIGH YIELD FUND CL | $45,122 | $46,380 |
| SPDR S&P 500 ETF TRUST UNIT SE | ||
| TCW CORE FIXED INCOME FUND | $47,482 | $46,373 |
| TEMPLETON GLOBAL BOND FUND ADV | $21,894 | $23,246 |
| VANGUARD TOTAL BOND MARKET IND | $152,862 | $150,487 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADVISERS INVT TR JOHCM INTL SL | AT COST | $72,288 | $79,116 |
| INVESCO INTERNATIONAL GROWTH F | AT COST | $73,128 | $78,439 |
| ISHARES CORE S&P 500 ETF | AT COST | $208,657 | $243,309 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $3 |
| DISALLOWED WASH SALE | $1 |
| MAINGATE ROC ADJ | $1,151 |
| TEMPLETON ROC ADJ | $390 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $1,578 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $3,980 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $323 | $323 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $21 | $21 | $0 |