ANDREA WAITT CARLTON FAMILY FOUNDATION: Form 990PF, tax year 2024
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- Organization
- ANDREA WAITT CARLTON FAMILY FOUNDATION (EIN 86-0910220)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202513199349101046
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-15T15:13:38-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 CAPITOL AVENUE SUITE 300 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860910220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA WAITT CARLTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 6158734142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 58389 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CARNEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6158734142 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D MATT MUEHLING | PreparerPersonNm |
| PTIN | P01281215 | PTIN |
| Phone | 4023467788 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,326,990 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,923,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,152,028 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,648,026 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,648,026 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,574,728 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $170,605 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $90,005 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,742,576 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,816,761 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $453,578 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,607 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $412,971 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,424 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $142 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,281 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74,546 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,455 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $67,092 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $205,184 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $205,184 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $68,476 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52,476 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,329 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,329 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $130,989 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,681 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,870 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $939,526 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $326,545 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $525,543 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,051,965 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,051,965 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,991,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $326,545 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,577,508 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$248,915 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,490,216 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $165,973 | CashBOYAmt |
| Cash EOY | $164,680 | CashEOYAmt |
| Cash EOYFMV | $164,680 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,473,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,363,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,363,929 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $60,865,784 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $66,798,381 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,798,381 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,610 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $62,506,712 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,326,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,326,990 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,693 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,621 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $16,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,621 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $62,490,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | $68,312,369 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,490,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,312,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,506,712 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,326,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,490,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$248,915 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,071,265 | OtherIncreasesAmt |
| Subtotal | $68,312,369 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $68,312,369 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| SHORT TERM BROKERAGE ACCOUNT SALES | P | $349,768 | $349,768 | $349,768 | |
| LONG TERM BROKERAGE ACCOUNT SALES | P | $1,320,756 | $1,320,756 | $1,320,756 | |
| FROM PASSTHROUGH ENTITIES | P | -$24,627 | -$24,627 | $24,627 | |
| DISPOSITION OF INDUS ASIA PACIFIC PFIC | P | $1,567 | -$21,137 | -$21,137 | $22,704 |
| DISPOSITION OF YORKTOWN ENERGY PARTNERS VII, L.P. | P | $179,594 | -$50,032 | -$50,032 | $229,626 |
| DISPOSITION OF SIDE CF III-B SELLING AIV, LP | P | $26,770 | $0 | $0 | $26,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,574,728 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,514 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,514 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,514 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,516 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $88,516 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $40,002 | OverpaymentAmt |
| Applied To ES Tax | $40,002 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SPENCE MANERS CPA | IndividualWithBooksNm |
| Phone | 6158734142 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 58389 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREA WAITT CARLTON | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | PRESIDENT/DIRECTOR | 4.00 | $0 | $0 | $0 |
| JENNIFER KRONEBUSCH | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | SECRETARY/TREASURER/DIRECTOR | 1.00 | $10,000 | $0 | $3,478 |
| JACQUE J ROBERTS | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| STEVEN RASMUSSEN | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | DIRECTOR | 1.00 | $10,000 | $0 | $4,031 |
| SAMUEL A WAITT | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | DIRECTOR | 3.00 | $10,000 | $0 | $0 |
| DONNA DALTON | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| JOHN N CARNEY | ||||||||
| PO BOX 58389 | NASHVILLE | TN | 37205 | EXECUTIVE DIRECTOR | 20.00 | $336,423 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA | |||||
| 3424 PEACHTREE ROAD NE 24TH FLOOR | ATLANTA | GA | 30326 | INVESTMENT MANAGEMENT FEE | $102,173 |
| DELOITTE AND TOUCHE | |||||
| 1033 DEMONBREUN STREET SUITE 400 | NASHVILLE | TN | 37203 | ACCOUNTING FEES | $41,312 |
| DELOITTE TAX LLP | |||||
| 1100 CAPITOL AVE | OMAHA | NE | 68102 | ACCOUNTING FEES | $33,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $65,010,283 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $695,397 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,705,680 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,705,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $985,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,720,095 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,236,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,236,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,514 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,514 | TotalTaxAmt |
| Distributable Before Adj | $3,187,491 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,187,491 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,187,491 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,577,508 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,577,508 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,187,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $408,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $306,720 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $241,182 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $280,862 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $246,752 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,484,216 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,577,508 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,187,491 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $390,017 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,874,233 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $408,700 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,465,533 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $306,720 | ExcessFromYear4Amt |
| Excess From Year3 | $241,182 | ExcessFromYear3Amt |
| Excess From Year2 | $280,862 | ExcessFromYear2Amt |
| Excess From Year1 | $246,752 | ExcessFromYear1Amt |
| Excess From Current Year | $390,017 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREA WAITT CARLTON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN CARNEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 58389 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6158734142 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATIONS SHOULD INCLUDE: AN OVERVIEW OF THE ORGANIZATION; GOALS & NEEDS FOR THE PROJECT OR PROGRAM; PROPOSED ACTIVITIES AND RELATIONSHIP TO PROJECT OR PROGRAM; DOLLAR AMOUNT REQUESTED, WITH DETAILED BUDGET; LIST OF BOARD OF DIRECTORS MEMBERS; COPY OF IRS DETERMINATION LETTER INDICATING 501(C)(3) STATUS; CONTACT PERSON'S NAME, PHONE AND FAX NUMBERS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSALS MAY BE SUBMITTED AT ANY TIME AND ARE REVIEWED ON A REVOLVING BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MAJOR GRANTS ARE USUALLY LIMITED TO NASHVILLE, TN, THE LAKE REGION OF NORTHWEST IOWA, SELECTED AREAS OF FLORIDA, SOUTH DAKOTA, AND COLORADO. PROPOSALS RELATED TO ENVIRONMENTAL AND CONSERVATION CONCERNS WILL BE CONSIDERED ON A NATIONAL BASIS. TO ENCOURAGE OTHERS TO PARTICIPATE, CHALLENGE GRANTS AND MATCHING GIFT PROPOSALS WILL RECEIVE SPECIAL CONSIDERATION. ONLY REQUESTS FROM IRC 501(C)(3) TAX EXEMPT CHARITABLE ORGANIZAIONS AND INSTITUTIONS ARE ACCEPTED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 413 STRONG | |||||||
| PO BOX 101425 NASHVILLE | NASHVILLE | TN | 37224 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| A SOLDIER'S CHILD | |||||||
| PO BOX 11242 | MURFRESBORO | TN | 37129 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AGAPE ANIMAL RESCUE | |||||||
| PO BOX 292766 | NASHVILLE | TN | 37229 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| AMERICAN BIRD CONSERVANCY | |||||||
| PO BOX 249 | THE PLAINS | VA | 20198 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICAN HUMANE | |||||||
| 1400 16TH STREET NW SUITE 360 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| AMERICAN HUMANE | |||||||
| 1400 16TH STREET NW SUITE 360 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $26,000 | |
| ANIMAL PROTECTION OF NEW MEXICO | |||||||
| PO BOX 11395 ALBUQUERQUE | ALBUQUERQUE | NM | 87192 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BAREFOOT REPUBLIC INC | |||||||
| PO BOX 40365 NASHVILLE | NASHVILLE | TN | 37204 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BEACON CENTER OF TENNESSEE | |||||||
| 1200 CLINTON STREET 205 | NASHVILLE | TN | 37203 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BELCOURT THEATRE | |||||||
| 2102 BELCOURT AVENUE NASHVILLE TN | NASHVILLE | TN | 37212 | PC | GENERAL OPERATING SUPPORT | $1,000 | 37212 |
| BELMONT UNIVERSITY | |||||||
| 1900 BELMONT BOULEVARD | NASHVILLE | TN | 372123757 | PC | GENERAL OPERATING SUPPORT | $203,569 | |
| BELMONT UNIVERSITY | |||||||
| 1900 BELMONT BOULEVARD | NASHVILLE | TN | 372123757 | PC | GENERAL OPERATING SUPPORT | $262,000 | |
| BILL OF RIGHTS INSTITUTE | |||||||
| 1310 N COURTHOUSE RD STE 620 | ARLINGTON | VA | 222012594 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BLACK HILLS WILD HORSE SANCTUARY | |||||||
| PO BOX 998 | HOT SPRINGS | SD | 57747 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BRENTWOOD BAPTIST CHURCH | |||||||
| 13033 LANDMARK | HOUSTON | TX | 77045 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CENTER FOR NONPROFIT MANAGEMENT | |||||||
| 2211 CAMPUS DRIVE | EVANSTON | IL | 60208 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CHEEKWOOD BOTANICAL GARDEN & | |||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | PC | GENERAL OPERATING SUPPORT | $66,000 | |
| CHEYENNE MOUNTAIN ZOO | |||||||
| 4250 CHEYENNE MOUNTAIN ZOO RD | COLORADO SPRINGS | CO | 80906 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHI OMEGA FOUNDATION | |||||||
| 3395 PLAYERS CLUB PKWY | MEMPHIS | TN | 38125 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| CHIMP HAVEN INC | |||||||
| 13600 CHIMPANZEE PL | KEITHVILLE | LA | 71047 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CLINIC FOR THE REHABILITATION OF WILDLIFE | |||||||
| 3883 SANIBEL CAPTIVA RD SANIBEL | SANIBEL | FL | 33957 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COMMUNIO | |||||||
| 5500 CHEROKEE AVE SUITE 480 | ALEXANDRIA | VA | 22312 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| COMMUNITY FOUNDATION OF SOUTH CENTRAL KY | |||||||
| 810 COLLEGE STREET | BOWLING GREEN | KY | 42101 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| CROSSROADS CAMPUS | |||||||
| 707 MONROE ST | NASHVILLE | TN | 37208 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DOANE COLLEGE | |||||||
| 1014 BOSWELL AVE | CRETE | NE | 68333 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| FIRE | |||||||
| 510 WALNUT STREET SUITE 1250 | PHILADELPHIA | PA | 19106 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| FIRST BAPTIST CHURCH OF VIBORG SD | |||||||
| 105 NORTH STATE STREET | VIBORG | SD | 57070 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FIRST LIBERTY INSTITUTE | |||||||
| 2001 WEST PLANO PARKWAY SUITE 1600 | PLANO | TX | 75075 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FIRST PRES CHURCH SPIRIT LAKE | |||||||
| 3501 HILL AVE | SPIRIT LAKE | IA | 51360 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FIRST PRESBYTERIAN CHURCH OF NASHVILLE | |||||||
| 4815 FRANKLIN PIKE | NASHVILLE | TN | 37220 | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| FRIENDS OF LAKESIDE LABS | |||||||
| 1838 HIGHWAY 86 | MILFORD | IA | 51351 | PC | GENERAL OPERATING SUPPORT | $62,500 | |
| FRIENDS OF RADNOR LAKE | |||||||
| 1160 OTTER CREEK RD | NASHVILLE | TN | 37220 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| FRIENDS OF WARNER PARKS | |||||||
| WARNER PARKS HEADQUARTERS 50 VAUGHN | NASHVILLE | TN | 37221 | PC | GENERAL OPERATING SUPPORT | $17,000 | ROAD |
| GOODWILL INDUSTRIES | |||||||
| 937 HERMAN STREET | NASHVILLE | TN | 37208 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GRACEWORKS MINISTRIES | |||||||
| 104 SOUTHEAST PARKWAY SUITE 100 | FRANKLIN | TN | 37064 | PC | GENERAL OPERATING SUPPORT | $1,250 | |
| HARMONY WILDLIFE | |||||||
| PO BOX 58586 | NASHVILLE | TN | 37205 | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| HARPETH COSERVANCY | |||||||
| 215 JAMESTOWN PARK ROAD SUITE 101 | BRENTWOOD | TN | 37027 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| HISTORIC ARNOLD'S PARK INC | |||||||
| 2310 PATRON PARKWAY PO BOX 296 | PIERRE | SD | 57501 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOLY FAMILY CATHOLIC CHURCH | |||||||
| 1335 W HARRISON ST | CHICAGO | IL | 60607 | PC | GENERAL OPERATING SUPPORT | $1,250 | |
| HONOR FLIGHT | |||||||
| PO BOX 1926 | TULLAHOMA | TN | 373881926 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HUMANE SOCIETY OF NW IOWA | |||||||
| 6100 MELTON RD | GARY | IN | 464032923 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| HUMANE SOCIETY OF SUMNER CO | |||||||
| 16 VOLUNTEER DR | HENDERSONVILLE | TN | 370753155 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| I LIKE GIVING | |||||||
| 731 CHAPEL HILLS DR | COLORADO SPRINGS | CO | 80920 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| INTERCOLLEGIATE STUDIES PROGRAM | |||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| IOWA GREAT LAKES CHAMBER OF COMMERCE | |||||||
| 243 W BROADWAY ST | ARNOLDS PARK | IA | 51331 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| IOWA GREAT LAKES FOUNDATION | |||||||
| 1915 GRAND AVE | DES MOINES | IA | 50309 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| IOWA NATURAL HERITAGE FOUNDATION | |||||||
| 505 FIFTH AVE SUITE 444 | DES MOINES | IA | 503092321 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JENNIFER O'NEILL MINISTRIES | |||||||
| 20 HILLENGLADE DRIVE | NASHVILLE | TN | 37207 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JESUS MISSION DBA PROVISION INTERNATION | |||||||
| PO BOX 81694 | BILLINGS | MT | 59108 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| JOY CHURCH | |||||||
| 70 WEST IVY LANE | ENGLEWOOD | NJ | 07631 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| JUNIOR LEAGUE OF NASHVILLE | |||||||
| 2202 CRESTMOOR ROAD | NASHVILLE | TN | 37215 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| MARTHA O'BRYAN CENTER | |||||||
| 711 S 7TH ST | NASHVILLE | TN | 37206 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MEN OF VALOR | |||||||
| 504 VALOR WAY | ANTIOCH | TN | 37013 | PC | GENERAL OPERATING SUPPORT | $27,000 | |
| NASHVILLE HUMANE ASSOCIATION | |||||||
| 213 OCEOLA AVENUE | NASHVILLE | TN | 37209 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| NASHVILLE RESCUE MISSION | |||||||
| 639 LAFAYETTE STREET | NASHVILLE | TN | 37203 | PC | GENERAL OPERATING SUPPORT | $101,748 | |
| NASHVILLE RESCUE MISSION | |||||||
| 639 LAFAYETTE STREET | NASHVILLE | TN | 37203 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| NEXT DOOR | |||||||
| 965 TUCKER ROAD | HOOD RIVER | OR | 97031 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| OKOBOJI FOUNDATION | |||||||
| POST OFFICE BOX 593 | OKOBOJI | IA | 51355 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| OLD FRIENDS SENIOR DOG INC | |||||||
| 765 NONAVILLE ROAD | MOUNT JULIET | TN | 37122 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| OPERATION STAND DOWN | |||||||
| 1125 12TH AVENUE | SOUTH NASHVILLE | TN | 372034709 | PC | GENERAL OPERATING SUPPORT | $101,748 | |
| OPERATION STAND DOWN | |||||||
| 1125 12TH AVENUE | SOUTH NASHVILLE | TN | 372034709 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| OWL'S HILL NATURE SANCTUARY | |||||||
| 545 BEECH CREEK RD S | BRENTWOOD | TN | 37027 | PC | GENERAL OPERATING SUPPORT | $18,000 | |
| PEARSON LAKES ART CENTER | |||||||
| 2201 HWY 71 | OKOBOJI | IA | 51355 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| PET COMMUNITY CENTER | |||||||
| 943-B DR RICHARD G ADAMS DRIVE | NASHVILLE | TN | 37207 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| PGA OF AMERICA REACH FOUNDATION | |||||||
| 1916 PGA PARKWAY | FRISCO | TX | 75033 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 3389 SHERIDAN STREET 293 | HOLLYWOOD | FL | 33021 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 3389 SHERIDAN STREET 293 | HOLLYWOOD | FL | 33021 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| PRESTON TAYLOR MINISTRIES | |||||||
| PO BOX 90442 | NASHVILLE | TN | 37209 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| PRESTON TAYLOR MINISTRIES | |||||||
| PO BOX 90442 | NASHVILLE | TN | 37209 | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| PTO OF GLENDALE ELEMENTARY | |||||||
| 800 THOMPSON AVE | NASHVILLE | TN | 37204 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| REBOOT RECOVERY | |||||||
| PO BOX 381 | PLEASANT VIEW | TN | 37146 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SADDLE UP | |||||||
| 1549 OLD HILLSBORO ROAD | FRANKLIN | TN | 37069 | PC | GENERAL OPERATING SUPPORT | $26,000 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| SECOND HARVEST FOOD BANK | |||||||
| 136 HARVEST LANE | MARYVILLE | TN | 37801 | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| SHAKESPEARE GARDEN SOCIETY | |||||||
| 324 3RD ST SE | CEDAR RAPIDS | IA | 52401 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ST HENRY CHURCH | |||||||
| 6401 HARDING PIKE | NASHVILLE | TN | 37205 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| STEPHENS COLLEGE | |||||||
| 1200 E BROADWAY BOX 2035 | COLUMBIA | MO | 65215 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| SUN LAKES UNITED METHODIST CHURCH | |||||||
| 9248 E RIGGS RD | SUN LAKES | AZ | 85248 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| TEAM RUBICON | |||||||
| 5230 PACIFIC CONCOURSE DRIVE SUITE | LOS ANGELES | CA | 90045 | PC | GENERAL OPERATING SUPPORT | $25,000 | 200 |
| TENNESSEE WILDLIFE FEDERATION | |||||||
| 300 ORLANDO AVE | NASHVILLE | TN | 37209 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE CLAREMONT INSTITUTE | |||||||
| PO BOX 39 | CLAREMONT | CA | 91711 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE COMMUNITY FOUNDATION OF MIDDLE TN | |||||||
| 3421 BELMONT BLVD | NASHVILLE | TN | 37215 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| THE HUDSON INSTITUTE | |||||||
| 1201 PENNSYLVANIA AVENUE NW FOURTH | WASHINGTON | DC | 20004 | PC | GENERAL OPERATING SUPPORT | $10,000 | FLOOR |
| THE NASHVILLE FOOD PROJECT | |||||||
| 5904 CALIFORNIA AVENUE | NASHVILLE | TN | 37209 | PC | GENERAL OPERATING SUPPORT | $26,000 | |
| THE PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW SUITE 400N | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE SALVATION ARMY OF NASHVILLE | |||||||
| 631 DICKERSON PIKE | NASHVILLE | TN | 37207 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE SANIBEL CAPTIVA CONSERVATION FDN | |||||||
| PO BOX 839 | SANIBEL | FL | 33957 | PC | GENERAL OPERATING SUPPORT | $31,400 | |
| THEOPOLIS INSTITUTE | |||||||
| PO BOX 36476 | BIRIMINGHAM | AL | 35236 | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| US CHAMBER OF COMMERCE FOUNDATION | |||||||
| PO BOX 825448 | PHILADELPHIA | PA | 191825448 | PC | GENERAL OPERATING SUPPORT | $22,500 | |
| USO | |||||||
| USO FORT CAMPBELL/NASHVILLE PO BOX | FORT CAMPBELL | KY | 42223 | PC | GENERAL OPERATING SUPPORT | $5,000 | 1121 |
| WALDEN'S PUDDLE | |||||||
| PO BOX 641 8131 JACKMAN ROAD | JOELTON | TN | 37080 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WO SMITH SCHOOL OF MUSIC | |||||||
| 1125 8TH AVENUE SOUTH | NASHVILLE | TN | 37203 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| WORKING DOGS FOR VETS | |||||||
| 3138 BUFFALO ROAD | LAWRENCEBURG | TN | 38464 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WREATHS ACROSS AMERICA | |||||||
| 91 APPLETON RD | FIVE POINTS | TN | 38457 | PC | GENERAL OPERATING SUPPORT | $17,000 | |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DRIVE SIXTH | RESTON | VA | 20191 | PC | GENERAL OPERATING SUPPORT | $40,000 | FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,051,965 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BELMONT UNIVERSITY | ||||||
| 1900 BELMONT BOULEVARD | NASHVILLE | TN | 372123757 | PC | GENERAL OPERATING SUPPORT | $1,200,000 |
| CENTER FOR GREAT APES | ||||||
| PO BOX 488 WAUCHULA | WAUCHULA | FL | 33873 | PC | GENERAL OPERATING SUPPORT | $70,000 |
| COMMUNIO | ||||||
| 5500 CHEROKEE AVE SUITE 480 | ALEXANDRIA | VA | 22312 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| CROSSROADS CAMPUS (T) | ||||||
| 707 MONROE ST | NASHVILLE | TN | 37208 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| FIRST LIBERTY INSTITUTE | ||||||
| 2001 WEST PLANO PARKWAY SUITE 1600 | PLANO | TX | 75075 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| JACK MILLER CENTER | ||||||
| 3 BALA PLAZA WEST SUITE 401 | BALA CYNWYD | PA | 19004 | PC | GENERAL OPERATING SUPPORT | $450,000 |
| LAND TRUST FOR TN | ||||||
| PO BOX 41027 | NASHVILLE | TN | 37204 | PC | GENERAL OPERATING SUPPORT | $150,000 |
| TENN WILDLIFE FED | ||||||
| 300 ORLANDO AVE | NASHVILLE | TN | 37209 | PC | GENERAL OPERATING SUPPORT | $600,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,695,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,923,945 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $80,600 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,174 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,130 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $351,218 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $82,730 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,436,337 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,519,067 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $74,546 | Amt |
| Net Investment Income | $7,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $67,092 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PEG GLOBAL PRIVATE EQUITY | FMV | $1,082,304 | $1,082,304 |
| JP MORGAN-MANAGED FUND | FMV | $57,551,937 | $57,551,937 |
| CLAYTON, DUBILIER & RICE FUND X | FMV | $961,855 | $961,855 |
| GREEN EQUITY INVESTORS VII, LP | FMV | $674,868 | $674,868 |
| MHR INSTITUTIONAL PARTNERS III | FMV | $212,345 | $212,345 |
| MHR INSTITUTIONAL PARNERS II | FMV | $304,812 | $304,812 |
| NEW MEXICO COMMUNITY CAPITAL FUND | FMV | $16,499 | $16,499 |
| TCW ENERGY FUND XIV | FMV | $67,287 | $67,287 |
| YORKTOWN ENERGY PARTNERS VIII | FMV | $73,653 | $73,653 |
| YORKTOWN ENERGY PARTNERS X | FMV | $306,728 | $306,728 |
| YORKTOWN ENERGY PARTNERS XI | FMV | $775,845 | $775,845 |
| MGP VENTURE FUND III, LP | FMV | $389,012 | $389,012 |
| VINTAGE 2021 PRIVATE INVESTMENT | FMV | $1,802,103 | $1,802,103 |
| VINTAGE 2022 PRIVATE INVESTMENT | FMV | $1,028,260 | $1,028,260 |
| VINTAGE 2023 PRIVATE INVESTMENT | FMV | $313,630 | $313,630 |
| LEXINGTON X PRIVATE INVESTORS | FMV | $1,076,988 | $1,076,988 |
| VINTAGE 2024 PRIVATE INVESTMENT | FMV | $160,255 | $160,255 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,424 | LegalFeesAmt |
| Net Investment Income | $142 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,281 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLES | Desc |
| BOY Book Value | $1,610 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $12,276 | $0 | $12,276 |
| BANK CHARGES | $154 | $0 | $154 |
| COMPUTER EXPENSE | $10,257 | $0 | $10,257 |
| DUES, FEES, & SUBSCRIPTIONS | $3,750 | $0 | $3,750 |
| MEALS & ENTERTAINMENT | $1,341 | $0 | $1,341 |
| INSURANCE EXPENSE | $1,625 | $0 | $1,625 |
| OFFICE EXPENSE | $9,467 | $0 | $9,467 |
| OTHER PORTFOLIO EXP FROM U.S. PSHIP | $51,260 | $51,260 | $0 |
| OTHER EXPENSE FROM U.S. PSHIP | $40,859 | -$30,579 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORD PSHIP INCOME (LOSS) FROM U.S. PSHIP | $78,463 | -$2,137 | $78,463 |
| INTEREST INCOME FROM U.S. PSHIP | $15,291 | $15,291 | $15,291 |
| DIVIDEND INCOME FROM U.S. PSHIP | $75,390 | $75,390 | $75,390 |
| ROYALTIES INCOME FROM U.S. PSHIP | $1,341 | $1,341 | $1,341 |
| OTHER PORTFOLIO INC FROM U.S. PSHIP | $93 | $93 | $93 |
| OTHER INCOME FROM U.S. PSHIP | $27 | $27 | $27 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO FUND BALANCES | Desc |
| Amt | $6,071,265 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES TO JPM | $101,528 | $101,528 | $0 |
| OTHER INVESTMENT MANAGEMENT FEES | $103,611 | $103,611 | $0 |
| OTHER PROFESSIONAL FEES | $45 | $45 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $15,665 | $15,665 | $0 |
| FEDERAL TAXES | $16,000 | $0 | $0 |
| FOREIGN TAXES | $36,450 | $36,450 | $0 |
| PARTNERSHIP PASSTHROUGH PAID | $361 | $361 | $0 |