MARY GALLOWAY HOME: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARY GALLOWAY HOME (EIN 62-0536730)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-04
- IRS object ID
- 201532169349100853
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-04T14:49:56-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 S SHADY GROVE RD STE 400 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620536730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY GALLOWAY HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 9013771250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3437 WAYNOKA AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN JOHNSTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9013771250 | PhoneNum |
| Signature | 2015-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH L JOHNSON | PreparerPersonNm |
| PTIN | P00029864 | PTIN |
| Phone | 9017613000 | PhoneNum |
| Preparation | 2015-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,754,301 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $21,337 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $354,969 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $354,969 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $354,969 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $367,030 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,829,971 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $367,030 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,560 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $441,679 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$948 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $441,679 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,185,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $721,051 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $806,208 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $26,166 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $26,166 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,160 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,017,400 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $442,627 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $574,773 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,765 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $71,490 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $71,490 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,144,691 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $514,117 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $630,574 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,144,691 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $514,117 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $630,574 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $649,561 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $292,091 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $840 | CashBOYAmt |
| Cash EOY | $2,569 | CashEOYAmt |
| Cash EOYFMV | $2,569 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $408,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $681,343 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $681,343 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,109,838 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,096,868 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,975,375 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,198,522 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,961,153 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,217,477 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,652,349 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,669,861 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,726,627 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,170 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,170 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $152,233 | OtherAssetsBOYAmt |
| Other Assets EOY | $150,910 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $150,910 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,522,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,562,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,754,301 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,370,147 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,411,794 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $152,233 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $150,910 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,522,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,562,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,522,380 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,562,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,522,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,324 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,562,704 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,562,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $135,440 | $111,100 | $24,340 | $24,340 | |
| PUBLICLY TRADED SECURITIES | $811,837 | $579,334 | $232,503 | $232,503 | |
| PUBLICLY TRADED SECURITIES | $1,605,000 | $1,619,780 | -$14,780 | -$14,780 | |
| PUBLICLY TRADED SECURITIES | $1,242,320 | $1,152,727 | $89,593 | $89,593 | |
| CAPITAL GAINS DIVIDENDS | $35,374 | $35,374 | $35,374 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $367,030 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,560 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1993-11-15 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | WWW.MARYGALLOWAYHOME.ORG | WebsiteAddressTxt |
| Individual With Books | MARGARET BRISCOE | IndividualWithBooksNm |
| Phone | 9017540923 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3437 WAYNOKA AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38111 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLYN JOHNSTON | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| DEBBIE DESROUCHERS | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| BRENDA ANTWINE | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | FINANCIAL OFFICER | 0.00 | $0 | $0 | $0 |
| PATTI CALLAN | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | RECORDING SECRETARY | 0.00 | $0 | $0 | $0 |
| CAROL HOWARD | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | CORRESPONDING SECRETARY | 0.00 | $0 | $0 | $0 |
| MARILOU BERKENSTOCK | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BEDE BURR | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ARIE COOPER | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CYNDI COURY | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GLORIA HODGES | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| EVA MAE HUSSEY | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAT ROBINSON | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARGE RYAN | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAM STOKES | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| TONI PARKER | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEAN WARD | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BEVERLY WILLIAMS | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDING SUBSIDIZED LIVING FACILITY FOR RETIRED WOMEN WITH FINANCIAL NEEDS. | Description1Txt |
| Expenses1 | $630,574 | Expenses1Amt |
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 | $11,864,651 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $649,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,513,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,513,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,325,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $616,300 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $630,574 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $630,574 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $630,574 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1993-11-15 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $292,091 | CurrentYearAmt |
| Year1 | $288,590 | Year1Amt |
| Year2 | $308,548 | Year2Amt |
| Year3 | $326,423 | Year3Amt |
| Total | $1,215,652 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $248,277 | CurrentYearAmt |
| Year1 | $245,302 | Year1Amt |
| Year2 | $262,266 | Year2Amt |
| Year3 | $277,460 | Year3Amt |
| Total | $1,033,304 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $630,574 | CurrentYearAmt |
| Year1 | $637,321 | Year1Amt |
| Year2 | $604,002 | Year2Amt |
| Year3 | $595,512 | Year3Amt |
| Total | $2,467,409 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $630,574 | CurrentYearAmt |
| Year1 | $637,321 | Year1Amt |
| Year2 | $604,002 | Year2Amt |
| Year3 | $595,512 | Year3Amt |
| Total | $2,467,409 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $410,867 | CurrentYearAmt |
| Year1 | $388,116 | Year1Amt |
| Year2 | $360,984 | Year2Amt |
| Year3 | $357,325 | Year3Amt |
| Total | $1,517,292 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CALOTTA EDSELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 WAYNOKA AVENUE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9017461827 | RecipientPhoneNum |
| Form And Info And Materials | ADMISSIONS APPLICATION FORM WITH FINANCIAL INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROOM & BOARD | Desc |
| Related Or Exempt Function Incm | $442,627 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $354,969 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $367,030 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| TRUST INCOME - VOEGELI | 14 | -$1,324 |
| MISCELLENOUS INCOME | 14 | $376 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $721,051 | ExclusionAmt |
| Related Or Exempt Function Incm | $442,627 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,163,678 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | ROOM AND BOARD CHARGED TO RESIDENTS OF THE HOME FOR HIGH LEVEL OF CARE - PAYS PART OF COST OF OPERATION OF HOME. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| FIRST TENNESSEE FOUNDATION | ||||||
| 1 | 530 OAK COURT DRIVE SUITE 200 | MEMPHIS | TN | 38117 | $5,000 | Yes (X) |
| FRY TRUST CO SUNTRUST BANK | ||||||
| 2 | P O BOX 4418 | ATLANTA | GA | 30302 | $10,846 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,669,861 | EOYBookValueAmt |
| EOYFMV | $2,726,627 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,961,153 | EOYBookValueAmt |
| EOYFMV | $7,217,477 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,096,868 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,975,375 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN TRUST | Desc |
| BOY Book Value | $152,233 | BOYBookValueAmt |
| EOY Book Value | $150,910 | EOYBookValueAmt |
| EOYFMV | $150,910 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES/EXPENSES | $54 | $0 | $0 | $54 |
| POSTAGE/SHIPPING | $61 | $0 | $0 | $61 |
| RESIDENCE EXPENSES | $437 | $0 | $0 | $437 |
| INVESTMENT FEES - 1ST TN/DELTA/SCHWAB | $71,490 | $71,490 | $71,490 | $0 |
| INSURANCE | $6,295 | $0 | $0 | $6,295 |
| ADVERTISING | $3,428 | $0 | $0 | $3,428 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ROOM & BOARD | $442,627 | $442,627 | |
| TRUST INCOME - VOEGELI | -$1,324 | -$1,324 | -$1,324 |
| MISCELLENOUS INCOME | $376 | $376 | $376 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $1,900 | $0 | $0 | $1,900 |
| TAXES | $260 | $0 | $0 | $260 |