MINCH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MINCH FOUNDATION (EIN 26-6156366)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201711329349100606
- Schema version
- 2016v3.0
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T07:08:24-00:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTS & RUBIO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2699 FESSEY CT STE 200 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266156366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MINCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINC | BusinessNameControlTxt |
| Phone | 6154190569 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 DEER PARK DRIVE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F MICHAEL MINCH | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD W BETTS | PreparerPersonNm |
| Phone | 6152978502 | PhoneNum |
| Preparation | 2017-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.27.166.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 12:11:15 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 45040447E5EEC2C4EE969483FFFBBC109251CE7F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 45040447E5EEC2C4EE969483FFFBBC109251CE7F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $533,063 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $12,287 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,287 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $750,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,982 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,269 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $935 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $187 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $207 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $207 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,142 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,898 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $211,812 | CashBOYAmt |
| Cash EOY | $51,163 | CashEOYAmt |
| Cash EOYFMV | $51,163 | CashEOYFMVAmt |
| Corporate Stock BOY | $278,648 | CorporateStockBOYAmt |
| Corporate Stock EOY | $436,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $480,900 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $1,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $490,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $488,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $533,063 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $490,460 | RetainedEarningBOYAmt |
| Retained Earning EOY | $488,722 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $490,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $488,722 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $490,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $488,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $490,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,898 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,160 | OtherIncreasesAmt |
| Subtotal | $488,722 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $488,722 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY STC | P | 2016-01-01 | 2016-12-31 | $590,454 | $592,233 | -$1,779 | -$1,779 |
| FIDELITY LTC | P | 2015-01-01 | 2016-12-31 | $156,383 | $142,238 | $14,145 | $14,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,982 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $26,308 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $538,181 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.048883 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,638 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $583,733 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.055913 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,991 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $554,875 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.048643 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,926 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $585,974 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.049364 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,510 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $533,404 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.038451 | DistributionYr5Rt |
| Total Distribution | 000.241254 | TotalDistributionRt |
| Average Distribution | 000.048251 | AverageDistributionRt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $558 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $558 | SubtotalAmt |
| Tax Based On Investment Income | $558 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $558 | TaxDueAmt |
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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD BETTS CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6152978502 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2699 FESSEY COURT SUITE 200 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37204 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2014 | UndistributedIncomePY1Yr |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F MICHAEL MINCH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3215 GULF SHORES BLVD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 001.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S PURPOSE IS TO SUPPORT CHARITABLE ORGANIZATIONS AND TO PROMOTE SUCH CHARITABLE PURPOSES THAT ARE INTENDED TO BENEFIT STUDENTS, FACULTY, RESIDENT AND OTHERS ASSOCIATED WITH EDUCATIONAL INSTITUTIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $397,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $119,918 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $517,601 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $517,601 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $509,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $558 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $558 | TotalTaxAmt |
| Distributable Before Adj | $24,934 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,934 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,934 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,025 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,025 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $30,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,934 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $2,402 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,751 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,751 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,025 | QualifyingDistributionsAmt |
| Applied To Current Year | $24,934 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,091 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,842 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $2,402 | PriorYearUndistributedIncmAmt |
| Taxable1 | $2,402 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,842 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,751 | ExcessFromYear2Amt |
| Excess From Current Year | $5,091 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | F MICHAEL MINCH | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FAITH FAMILY MEDICAL CLINIC | ||||||
| 326 21ST AVE S | NASHVILLE | TN | 37203 | PC | GENERAL | $3,500 |
| OHIO STATE UNIVERSITY | ||||||
| 154 W12TH AVE | COLUMBUS | OH | 43210 | PC | GENERAL | $7,750 |
| SAFE HAVEN | ||||||
| 1234 3RD AVE S | NASHVILLE | TN | 37210 | PC | GENERAL | $5,000 |
| MONROE CARELL CHILDRENS HOSPITAL | ||||||
| 2200 CHILDRENS WAY | NASHVILLE | TN | 37232 | PC | GENERAL | $7,000 |
| BELLE MEADE PLANTATION | ||||||
| 5025 HARDING PIKE | NASHVILLE | TN | 37205 | PC | GENERAL | $100 |
| CROSS POINT COMMUNITY CHURCH | ||||||
| 4301 CHARLOTTE AVE | NASHVILLE | TN | 37203 | PC | GENERAL | $1,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 331 GREAT CIRCLE RD | NASHVILLE | TN | 37228 | PC | GENERAL | $2,000 |
| CHAMINADE HIGH SCHOOL | ||||||
| 340 HACKSON AVE | MINEOLA | NY | 11501 | PC | GENERAL | $100 |
| PRESTON TAYLOR MINISTRIES | ||||||
| 4014 INDIANA AVE | NASHVILLE | TN | 37209 | PC | GENERAL | $300 |
| THE SHELTER AT NAPLES | ||||||
| PO BOX 10102 | NAPLES | FL | 34101 | PC | GENERAL | $125 |
| ABE'S GARDEN | ||||||
| 115 WOODMONT BLVD | NASHVILLE | TN | 37215 | PC | GENERAL | $150 |
| ALIVE HOSPICE | ||||||
| 1718 PATTERSON ST | NASHVILLE | TN | 37203 | PC | GENERAL | $300 |
| BELMONT MANSION | ||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | PC | GENERAL | $50 |
| CERES SOCIETY | ||||||
| 4705 BELLE MEADE BLVD | NASHVILLE | TN | 37205 | PC | GENERAL | $200 |
| NASHVILLE RESCUE MISSION | ||||||
| 639 LAFAYETTE | NASHVILLE | TN | 37203 | PC | GENERAL | $100 |
| NASHVILLE SYMPHONY | ||||||
| 1 SYMPHONY PLACE | NASHVILLE | TN | 37201 | PC | GENERAL | $50 |
| SUNDAY IN THE PARK | ||||||
| 50 VAUGHN RD | NASHVILLE | TN | 37221 | PC | GENERAL | $50 |
| TN STATE MUSEUM | ||||||
| 505 DEADERICK ST | NASHVILLE | TN | 37243 | PC | GENERAL | $25 |
| END SLAVERY TN | ||||||
| 50 VANTAGE WAY 255 | NASHVILLE | TN | 37228 | PC | GENERAL | $250 |
| CUMBERLAND HEIGHTS | ||||||
| 8283 RIVER RD PIKE | NASHVILLE | TN | 37209 | PC | GENERAL | $60 |
| CHEEKWOOD ANTIQUE & GARDEN SHOW | ||||||
| 1200 FORREST PARK DR | NASHVILLE | TN | 37205 | PC | GENERAL | $350 |
| NASHVILLE REP THEATER | ||||||
| 161 RAINS AVE | NASHVILLE | TN | 37203 | PC | GENERAL | $50 |
| ST JUDE HOSPITAL | ||||||
| 262 DANNY THOMAS WAY | MEMPHIS | TN | 38105 | PC | GENERAL | $15 |
| COMMUNITY FOUNDATION | ||||||
| 3833 CLEGHORN AVE 400 | NASHVILLE | TN | 37215 | PC | GENERAL | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,025 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,287 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,982 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 04 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,269 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,269 | TotalIncomeProducingActyAmt |
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 | BETTS RUBIO, PLLC | CategoryTxt |
| Amt | $935 | Amt |
| Net Investment Income | $187 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FIDELITY STC | 2016-01 | P | 2016-12 | $590,454 | $592,233 | -$1,779 |
| FIDELITY LTC | 2015-01 | P | 2016-12 | $156,383 | $142,238 | $14,145 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1500 shares of SECTOR SPDR TR SHS BEN INT ENERGY | $92,235 | $112,980 |
| 4000 shares of CITIGROUP INC COM NEW | $217,372 | $237,720 |
| 3000 shares of MAGNA INTL INC COM | $126,952 | $130,200 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FOR REIMBURSED EXPENSE | Desc |
| EOY Book Value | $1,000 | EOYBookValueAmt |
| EOYFMV | $1,000 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $1,113 |
| EXEMPT INTEREST DIVIDENDS | $47 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $113 | $113 |
| INVESTMENT TAXES | $94 | $94 |