MINCH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MINCH FOUNDATION (EIN 26-6156366)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201421349349101282
- Schema version
- 2013v3.1
- 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 Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T10:13:07-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTS & RUBIO PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2220 8TH AVE SOUTH | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINC | BusinessNameControlTxt |
| Phone | 6153838246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 DEER PARK DRIVE | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37205 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F MICHAEL MINCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2014-05-13 | 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 | 2014-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $575,454 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,215 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,166 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $895,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$5,414 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$5,414 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$12,353 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,813 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,135 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $227 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $908 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $16 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $16 | InterestNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $908 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,083 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,083 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,234 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,991 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $289,639 | CashBOYAmt |
| Cash EOY | $4,694 | CashEOYAmt |
| Cash EOYFMV | $4,694 | CashEOYFMVAmt |
| Corporate Stock BOY | $288,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $553,666 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $570,760 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $577,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $558,360 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $575,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $577,835 | RetainedEarningBOYAmt |
| Retained Earning EOY | $558,360 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $577,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $558,360 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $577,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $558,360 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $577,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,394 | OtherIncreasesAmt |
| Subtotal | $560,642 | SubtotalAmt |
| Other Decreases | $2,282 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $558,360 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HARDINGE INC. HDNG | P | 2012-09-21 | 2013-07-30 | $24,196 | $16,328 | $7,868 | $7,868 |
| INVESCO MORTGAGE CAPITAL INC COM | P | 2013-02-08 | 2013-05-24 | $95,775 | $106,146 | -$10,371 | -$10,371 |
| POWERSHARES EXCHANGETRADED FD TR II | P | 2013-05-08 | 2013-05-31 | $117,655 | $118,861 | -$1,206 | -$1,206 |
| POWERSHARES EXCHANGETRADED FD TR II | P | 2013-10-24 | 2013-12-04 | $14,892 | $14,868 | $24 | $24 |
| FORD MTR CO DEL NT FIXED | P | 2012-11-30 | 2013-01-07 | $50,496 | $53,653 | -$3,157 | -$3,157 |
| KINDER MORGAN ENERGYPARTNERS LP | P | 2013-06-26 | 2013-07-30 | $271,780 | $275,422 | -$3,642 | -$3,642 |
| ONEOK PARTNERS LP UNIT LTD | P | 2013-03-08 | 2013-05-02 | $99,230 | $105,712 | -$6,482 | -$6,482 |
| FORD MTR CO DEL NT FIXED RATE CAPITAL | P | 2011-07-05 | 2013-01-07 | $100,993 | $105,808 | -$4,815 | -$4,815 |
| ISHARES IBOXX INVESTOP | P | 2011-10-19 | 2013-05-13 | $120,026 | $112,407 | $7,619 | $7,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,162 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,966 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $28,926 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $585,974 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.049364 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $533,404 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.038451 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,236 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $430,359 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.037727 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $361,381 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.068487 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,478 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $423,276 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.050742 | DistributionYr5Rt |
| Total Distribution | 000.244771 | TotalDistributionRt |
| Average Distribution | 000.048954 | AverageDistributionRt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31 | SubtotalAmt |
| Tax Based On Investment Income | $31 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $31 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6152978502 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2220 8TH AVE S NASHVILLE TN | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37204 | ZIPCode |
| 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 | false | UndistributedIncomePYInd |
| 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 |
| 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 | 224 Deer Park Drive | AddressLine1 |
| City | Nashville | City |
| State | TN | State |
| ZIP Code | 37205 | ZIPCode |
| 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 | $441,945 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $563,325 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $563,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $554,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31 | TotalTaxAmt |
| Distributable Before Adj | $27,713 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,713 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,713 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,991 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,991 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $26,991 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,713 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $840 | UndistributedIncomePYAmt |
| Prior Year1 | 2009 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $2,749 | TotalForPriorYearsAmt |
| Qualifying Distributions | $26,991 | QualifyingDistributionsAmt |
| Applied To Year1 | $840 | AppliedToYear1Amt |
| Applied To Current Year | $26,151 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $2,749 | PriorYearUndistributedIncmAmt |
| Taxable1 | $2,749 | Taxable1Amt |
| Undistributed Income CY | $1,562 | UndistributedIncomeCYAmt |
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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANTIQUE & GARDENS | ||||||
| PO BOX 50950 | NASHVILLE | TN | 37205 | PC | GENERAL FUND | $150 |
| CASSIE HINES SHOES CANCER FOUNDATION | ||||||
| PO BOX 345 | WASHINGTON | MI | 48094 | PC | GENERAL FUND | $200 |
| AMERICAN HEART ASSOCIATION | ||||||
| 1818 PATTERSON ST | NASHVILLE | TN | 37203 | PC | GENERAL FUND | $683 |
| NASHVILLE BALLET | ||||||
| 3630 REDMON ST | NASHVILLE | TN | 37209 | PC | GENERAL FUND | $50 |
| CASA | ||||||
| 601 WOODLAND ST | NASHVILLE | TN | 37206 | PC | GENERAL FUND | $100 |
| JDRF | ||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | PC | GENERAL FUND | $100 |
| ARTS COUNCIL NORTHEAST | ||||||
| PO BOX 210816 | BEDFORD | TX | 76095 | PC | GENERAL FUND | $250 |
| NASHVILLE SYMPHONY | ||||||
| 1 SYMPHONY PLACE | NASHVILLE | TN | 37203 | PC | GENERAL FUND | $1,330 |
| TN STATE MUSEUM | ||||||
| 505 DEADERICK ST | NASHVILLE | TN | 37243 | PC | GENERAL FUND | $50 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | GENERAL FUND | $100 |
| ALIVE HOSPICE | ||||||
| 1718 PATTERSON ST | NASHVILLE | TN | 37203 | PC | GENERAL FUND | $475 |
| TENNESSEE REPERTORY THEATER | ||||||
| 161 RAINS AVE | NASHVILLE | TN | 37203 | PC | GENERAL FUND | $400 |
| THE SWAN BALL | ||||||
| PO BOX 50438 | NASHVILLE | TN | 37205 | PC | GENERAL FUND | $200 |
| COMMUNITY FOUNDATION | ||||||
| 3833 CLEGHORN AVE | NASHVILLE | TN | 37215 | PC | GENERAL FUND | $50 |
| THE FIRST CENTER | ||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | PC | GENERAL FUND | $100 |
| REGIONAL FOOD BANK OF OKLAHOMA | ||||||
| PO BOX 270968 | OKLAHOMA CITY | OK | 73137 | PC | GENERAL FUND | $1,000 |
| PEARLPOINT CANCER SUPPORT | ||||||
| 310 25TH AVE NORTH SUITE 103 | NASHVILLE | TN | 37203 | PC | GENERAL FUND | $1,500 |
| TENNESSEE PERFORING ARTS CENTER | ||||||
| PO BOX 190660 | NASHVILLE | TN | 37243 | PC | GENERAL FUND | $25 |
| PRESTON TAYLOR MINISTRIES | ||||||
| PO BOX 90442 | NASHVILLE | TN | 37209 | PC | GENERAL FUND | $250 |
| FAITH FAMILY MEDICAL CLINIC | ||||||
| PO BOX 831226 | SAN ANTONIO | TX | 78283 | PC | GENERAL FUND | $2,600 |
| CHAMINADE | ||||||
| 425 S LINDBERGH BLVD | ST LOUIS | MO | 631312729 | PC | GENERAL FUND | $100 |
| BELLE MEADE PLANTATION | ||||||
| 5025 HARDING PIKE | NASHVILLE | TN | 37205 | PC | GENERAL FUND | $100 |
| BELMONT MANSION | ||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | PC | GENERAL FUND | $50 |
| KAPPA DELTA FOUNDATION | ||||||
| 3205 PLAYERS LANE | MEMPHIS | TN | 38125 | PC | GENERAL FUND | $25 |
| SECOND HARVEST FOOD BANK | ||||||
| 331 GREAT CIRCLE RD | NASHVILLE | TN | 37228 | PC | GENERAL FUND | $1,000 |
| HORTICULTURAL SOCIETY OF MIDDLE TENNESSEE | ||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | PC | GENERAL FUND | $50 |
| THE ELEPHANT SANCTUARY | ||||||
| 183 BUCK HOLLOW RD | NASHVILLE | TN | 38462 | PC | GENERAL FUND | $100 |
| LAND TRUST FOR TENNESSEE | ||||||
| 209 10TH AVE SOUTH SUITE 511 | NASHVILLE | TN | 37203 | PC | GENERAL FUND | $25 |
| NASHVILLE PUBLIC LIBRARY FOUNDATION | ||||||
| 615 CHURCH STREET | NASHVILLE | TN | 37219 | PC | GENERAL FUND | $100 |
| CONSERVANCY GALA | ||||||
| 2600 WEST END AVE | NASHVILLE | TN | 37203 | PC | GENERAL FUND | $100 |
| FRIENDS OF WARNER PARK | ||||||
| 50 VAUGHAN RD | NASHVILLE | TN | 37221 | PC | GENERAL FUND | $100 |
| THE NEXT DOOR | ||||||
| PO BOX 23336 | NASHVILLE | TN | 37202 | PC | GENERAL FUND | $150 |
| BOULEVARD BOLT | ||||||
| 222 BELLE MEADE BLVD | NASHVILLE | TN | 37205 | PC | GENERAL FUND | $70 |
| UNICEF | ||||||
| 125 MAIDEN LANE 11TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL FUND | $1,000 |
| OHIO STATE UNIVERSITY | ||||||
| 154 W 12TH AVE | COLUMBUS | OH | 43210 | PC | GENERAL FUND | $7,500 |
| SAFE HAVEN | ||||||
| 1234 3RD AVE S | NASHVILLE | TN | 37210 | PC | GENERAL FUND | $3,000 |
| MONROE CARELL CHILDREN'S HOSPITAL | ||||||
| 2200 CHILDRENS WAY | NASHVILLE | TN | 37232 | PC | GENERAL FUND | $2,000 |
| CROSS POINT CHURCH | ||||||
| 4301 CHARLOTTE AVE | NASHVILLE | TN | 37209 | PC | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,083 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,215 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$14,166 | 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 | -$12,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$12,353 | 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 | $1,135 | Amt |
| Net Investment Income | $227 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $908 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| HARDINGE INC. HDNG | 2012-09 | P | 2013-07 | $24,196 | $16,328 | $7,868 |
| INVESCO MORTGAGE CAPITAL INC COM | 2013-02 | P | 2013-05 | $95,775 | $106,146 | -$10,371 |
| POWERSHARES EXCHANGETRADED FD TR II | 2013-05 | P | 2013-05 | $117,655 | $118,861 | -$1,206 |
| POWERSHARES EXCHANGETRADED FD TR II | 2013-10 | P | 2013-12 | $14,892 | $14,868 | $24 |
| FORD MTR CO DEL NT FIXED | 2012-11 | P | 2013-01 | $50,496 | $53,653 | -$3,157 |
| KINDER MORGAN ENERGYPARTNERS LP | 2013-06 | P | 2013-07 | $271,780 | $275,422 | -$3,642 |
| ONEOK PARTNERS LP UNIT LTD | 2013-03 | P | 2013-05 | $99,230 | $105,712 | -$6,482 |
| FORD MTR CO DEL NT FIXED RATE CAPITAL | 2011-07 | P | 2013-01 | $100,993 | $105,808 | -$4,815 |
| ISHARES IBOXX INVESTOP | 2011-10 | P | 2013-05 | $120,026 | $112,407 | $7,619 |
| KINDER MORGAN ENERGY PARTNERS | $4 | -$4 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 16000 shares of ALPS ETF TR ALERIAN MLP ETF | $268,688 | $284,640 |
| 11500 shares of POWERSHARES EXCHANGE TRADED FD TR II | $284,978 | $286,120 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAX | Description |
| Amount | $2,282 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| KINDER MORGAN K-1 | -$3,078 | -$3,078 |
| ONEOK PARTNERS K-1 | -$2,353 | -$2,353 |
| KINDER MORGAIN K-1 ROYALTIES | $17 | $17 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $22,394 | Amount |