2017-12-21T17:51:55-06:00 2017-06-30 560574444 CHERRY BEKAERT LLP 3310 West End Avenue Suite 550 Nashville TN 37203 990 2016-07-01 270288159 Battle of Franklin Trust Inc BATT 6157861864 1345 Eastern Flank Circle Franklin TN 37064 Eric A Jacobson CEO 6157861864 2017-12-19 1 Sara G Moon P00034774 6153836592 X 207.201.223.148 2017-12-19 11:31:37 CS P F3DFE2122AAA7BFE11CDC8B337432F9CE6B797F9 681165C3F411A5C91A132F4457263660CFEA6D09 2016 2018-03-14 21:41:22Z Eric A Jacobson 1345 Eastern Flank Circle Franklin TN 37064 2343716 0 X www.boft.org X 2009 TN To preserve, understand and interpret the story of a people forever impacted by the American Civil War. 15 12 39 17 0 0 1072011 691309 1029845 1148438 9162 -8425 269426 231484 2380444 2062806 0 0 0 0 889106 880654 0 0 140936 1276160 790851 2165266 1671505 215178 391301 5194366 6420053 508966 425848 4685400 5994205 To preserve, understand and interpret the story of a people forever impacted by the American Civil War. 0 0 1353985 1282218 Its purpose is to preserve, restore, maintain and interpret properties, artifacts, documents and other objects and materials related to the Battle of Franklin so as to preserve an important part of the regional past, and so that visitors will be able to see and experience a living reminder of their national history. 1353985 1 1 0 0 0 0 1 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 43 0 1 39 1 0 0 0 0 0 1 1 0 0 0 0 X 15 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 TN X Eric Jacobson 6157940903 1345 Eastern Flank Circle Franklin TN 37064 Mike Plumley Treasurer 0.75 X X 0 0 0 Tim Kearns Secretary 0.75 X X 0 0 0 Cullen Smith President 0.75 X X 0 0 0 Dave Fentress Vice President 0.75 X X 0 0 0 Barry Allen Board Member 0.75 X 0 0 0 Ernie Bacon Board Member 0.75 X 0 0 0 Michael Bailey Board Member 0.75 X 0 0 0 Kelly Gilfillan Board Member 0.75 X 0 0 0 Bruce Hohler Board Member 0.75 X 0 0 0 Eric Mannino Board Member 0.75 X 0 0 0 Amanda Rose Board Member 0.75 X 0 0 0 Gary Rosenthal Board Member 0.75 X 0 0 0 Ed Underwood Board Member 0.75 X 0 0 0 Susan Williams Board Member 0.75 X 0 0 0 Deborah Warnick Board Member 0.75 X 0 0 0 Eric Jacobson CEO 40.00 X 93637 0 3830 93637 0 3830 0 0 0 0 0 691309 422800 691309 Tour Admissions 900099 1059661 1059661 Membership Dues 900099 88777 88777 1148438 29300 29300 114966 13609 101357 101357 101357 30000 31681 36044 -1681 -36044 -37725 -37725 56404 64232 -7828 -7828 269124 135344 133780 133780 Educational Events 611710 4175 4175 4175 2062806 1282218 0 89279 98553 77585 6980 13988 674587 531066 47776 95745 49376 47686 845 845 58138 45347 4070 8721 500 500 283 43 240 42500 42500 57317 48197 9120 59047 38447 17967 2633 35503 28709 6794 11205 11205 20581 20581 71826 57460 7183 7183 21715 21715 Maintenance 218729 206224 12505 Development & Membershi 75844 62192 5637 8015 Miscellaneous 50943 46691 1931 2321 Credit Card Fees 34443 34443 90415 87642 1528 1245 1671505 1353985 176584 140936 521036 76510 491002 515201 662500 97486 104668 16542 15430 3851208 436680 2401697 3414528 795210 818477 699895 0 984237 5194366 6420053 29675 35070 26075 25062 365716 453216 0 508966 425848 X 4685400 4753726 319042 921437 4685400 5994205 5194366 6420053 X 391301 70533 -6772 853743 0 X 0 1 X 1 0 X 152328 202196 259175 1072011 691309 2377019 1346098 1347553 1580623 1029845 1473966 6778085 1498426 1549749 1839798 2101856 2165275 9155104 6240 5490 32979 30628 24436 99773 0 6240 5490 32979 30628 24436 99773 9055331 11538 9162 29300 50000 11538 9162 29300 50000 1498426 1549749 1851336 2111018 2194575 9205104 0.98370 0.99760 0.00540 0.00240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 3 7.00 0 3 0 1 0 20.00 0 0 0 707868 X X 0 624089 624089 2430915 337257 2093658 33565 6835 26730 54771 50195 4576 707868 42393 665475 3414528 Beneficial interest in perpetual trust 921437 Investment in Property 62800 984237 X 2240452 70533 70533 2169919 6772 -113885 -107113 2062806 1785390 113885 113885 1671505 0 1671505 Part III, Line 4: THE ORGANIZATION MAINTAINS A COLLECTION OF HISTORICAL ART AND ARTIFACTS RELATED TO THE CIVIL WAR To preserve, understand and interpret the story of a people forever impacted by the American Civil War. Part X, Line 2: No provision for federal income taxes is made in the accompanying financial statements, as the Trust is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Trust follows FASB ASC guidance clarifying the accounting for uncertainty in income taxes recognized in an entity's financial statements. This guidance prescribes a minimum probability threshold that a tax position must meet before a financial statement benefit is recognized. The minimum threshold is defined as a tax position that is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. The Trust has no tax penalties or interest reported in the accompanying financial statements. Tax years that remain open for examination include years ended June 30, 2015 through June 30, 2017. Part XI, Line 4b - Other Adjustments: RENTAL EXPENSES -13,609. SPECIAL EVENT EXPENSES -64,232. LOSS ON DISPOSAL OF ASSET -36,044. Part XII, Line 2d - Other Adjustments: Rental expenses 13,609. Special Event expenses 64,232. Loss on Disposal of asset 36,044. SUMMER CONCERT SERIES 21298 21298 18962 DESCENDANTS REUNION 9932 9932 10732 4 25174 25174 34538 56404 56404 64232 64232 -7828 X 3 422800 FMV 0 0 0 Form 990, Part VI, Section B, line 11b Finance committee reviews and recommends approval, then takes to full board for review and approval prior to filing. Form 990, Part VI, Section B, line 12c Board members complete a conflict of interest disclosure statement annually. Form 990, Part VI, Section B, line 15 The compensation of the CEO is reviewed by the board. Form 990, Part VI, Section C, line 19 Documents are available during normal business hours at the administrative offices by appointment. FORM 990, PART XI, LINE 8 PRIOR PERIOD ADJUSTMENT - AS A RESULT OF A CHANGE IN AUDITORS, IT WAS DETERMINED THAT A BENEFICIAL INTEREST IN A PERPETUAL TRUST HAD NOT BEEN PROPERLY RECORDED.