MINCH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MINCH FOUNDATION (EIN 26-6156366)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201321359349101152
- Schema version
- 2012v2.2
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-05-14T12:51:48-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTS AND RUBIO PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266156366 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MINCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MINC | NameControl |
| Phone | 6153838246 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | F MICHAEL MINCH | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD W BETTS | Name |
| Phone | 6152978502 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 581933 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 7523 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7523 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 17266 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17266 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 90410 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 612812 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 90450 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -917 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -917 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 114282 | TotalRevenueAndExpenses |
| Total Net Investment Income | 114322 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1085 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 217 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 868 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 12 | InterestRevAndExpnss |
| Interest Net Invst Incm | 12 | InterestNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1097 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 229 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 868 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 28058 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 28058 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 29155 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 229 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 28926 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 85127 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 114093 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -4615 | CashBOY |
| Cash EOY | 289639 | CashEOY |
| Cash EOYFMV | 289639 | CashEOYFMV |
| Investments Corp Stock BOY | 499441 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 288196 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 292294 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 494826 | TotalAssetsBOY |
| Total Assets EOY | 577835 | TotalAssetsEOY |
| Total Assets EOYFMV | 581933 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 494826 | RetainedEarningsBOY |
| Retained Earnings EOY | 577835 | RetainedEarningsEOY |
| Total Net Assets BOY | 494826 | TotalNetAssetsBOY |
| Total Net Assets EOY | 577835 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 494826 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 577835 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 494826 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 85127 | ExcessOfRevenueOverExpenses |
| Other Increases | 250 | OtherIncreases |
| Subtotal | 580203 | Subtotal |
| Other Decreases | 2368 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 577835 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON ENERGY | P | 2012-02-02 | 2012-05-18 | 90454 | 98174 | -7720 | -7720 |
| SECTOR SPDR TR SHS BEN INT TECHNOLOGY | P | 2012-06-19 | 2012-10-23 | 146496 | 144000 | 2496 | 2496 |
| ISHARES IBOXX INVESTOP INVESTMENT | P | 2011-10-19 | 2012-01-03 | 17078 | 16860 | 218 | 218 |
| ATT INC COM | P | 2011-10-03 | 2012-10-12 | 213590 | 171347 | 42243 | 42243 |
| KINDER MORGAN ENERGY PARTNERS | P | 2010-03-03 | 2012-02-02 | 85650 | 36126 | 49524 | 49524 |
| WALMART STORES INC. | P | 2010-06-16 | 2012-04-23 | 59535 | 55855 | 3680 | 3680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 90450 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -5006 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 20510 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 533404 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.038451 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 16236 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 430359 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.037727 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 24750 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 361381 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.068487 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 21478 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 423276 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.050742 | DistributionRatioYear4 |
| Total Distribution Ratio | 000.195407 | TotalDistributionRatio |
| Average Distribution Ratio | 000.048852 | AverageDistributionRatio |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2282 | InvestmentIncomeExciseTax |
| Subtotal | 2282 | Subtotal |
| Tax Based On Investment Income | 2282 | TaxBasedOnInvestmentIncome |
| Tax Due | 2282 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TN | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD BETTS CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6152978502 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | F MICHAEL MINCH | PersonName |
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 | Title |
| Avg Hours Per Wk Devoted To Position | 001.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| 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. | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 486580 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 108317 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 594897 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 594897 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8923 | CashDeemedCharitable |
| Net Noncharitable Assets | 585974 | NetNoncharitableAssets |
| Minimum Investment Return | 29299 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29299 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2282 | TaxBasedOnInvestmentIncome |
| Total Tax | 2282 | TotalTax |
| Distributable Amount Before Adj | 27017 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 27017 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 27017 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 28926 | ExpensesAndContributions |
| Qualifying Distributions | 28926 | QualifyingDistributions |
| Adj Qualifying Distributions | 28926 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 27017 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 2749 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2010 | PriorYear3 |
| Total For Prior Years | 491 | TotalForPriorYears |
| Qualifying Distributions | 28926 | QualifyingDistributions |
| Applied To Year1 | 2749 | AppliedToYear1 |
| Applied To Current Year | 26177 | AppliedToCurrentYear |
| Prior Year Undistributed Income | 491 | PriorYearUndistributedIncome |
| Taxable Amount1 | 491 | TaxableAmount1 |
| Undistributed Income CY | 840 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | F MICHAEL MINCH | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 1818 PATTERSON ST | NASHVILLE | TN | 37203 | PUBLIC | GENERAL FUND | $2,643 |
| NASHVILLE BALLET | ||||||
| 3630 REDMON ST | NASHVILLE | TN | 37209 | PUBLIC | GENERAL FUND | $50 |
| BELLE MEADE PLANTATION | ||||||
| 5025 HARDING PIKE | NASHVILLE | TN | 37205 | PUBLIC | GENERAL FUND | $100 |
| BOOKS FROM BIRTH | ||||||
| 312 ROSA PARKS AVE 27TH FL | NASHVILLE | TN | 37243 | PUBLIC | GENERAL FUND | $80 |
| BOULEVARD BOLT | ||||||
| 222 BELLE MEADE BLVD | NASHVILLE | TN | 37205 | PUBLIC | GENERAL FUND | $60 |
| THE SWAN BALL | ||||||
| PO BOX 50438 | NASHVILLE | TN | 37205 | PUBLIC | GENERAL FUND | $1,300 |
| MONROE CARELL CHILDREN'S HOSPITAL | ||||||
| 2200 CHILDRENS WAY | NASHVILLE | TN | 37232 | PUBLIC | GENERAL FUND | $25 |
| CERES | ||||||
| 711 ATLANTIC AVE | BOSTON | MA | 02111 | PUBLIC | GENERAL FUND | $100 |
| FAITH FAMILY MEDICAL CLINIC | ||||||
| PO BOX 831226 | SAN ANTONIO | TX | 78283 | PUBLIC | GENERAL FUND | $2,385 |
| JDRF | ||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | PUBLIC | GENERAL FUND | $50 |
| MINNIE PEARL CANCER FUND | ||||||
| 310 25TH AVE N STE 103 | NASHVILLE | TN | 37203 | PUBLIC | GENERAL FUND | $1,100 |
| NASHVILLE HUMANE ASSOCIATION | ||||||
| 213 OCEOLA AVE | NASHVILLE | TN | 37209 | PUBLIC | GENERAL FUND | $25 |
| NASHVILLE PUBLIC LIBRARY FOUNDATION | ||||||
| 615 CHURCH STREET | NASHVILLE | TN | 37219 | PUBLIC | GENERAL FUND | $830 |
| NASHVILLE SYMPHONY | ||||||
| 1 SYMPHONY PLACE | NASHVILLE | TN | 37203 | PUBLIC | GENERAL FUND | $150 |
| OHIO STATE UNIVERSITY | ||||||
| 154 W 12TH AVE | COLUMBUS | OH | 43210 | PUBLIC | GENERAL FUND | $7,325 |
| PRESTON TAYLOR MINISTRIES | ||||||
| PO BOX 90442 | NASHVILLE | TN | 37209 | PUBLIC | GENERAL FUND | $250 |
| SECOND HARVEST FOOD BANK | ||||||
| 331 GREAT CIRCLE RD | NASHVILLE | TN | 37228 | PUBLIC | GENERAL FUND | $4,480 |
| TN STATE MUSEUM | ||||||
| 505 DEADERICK ST | NASHVILLE | TN | 37243 | PUBLIC | GENERAL FUND | $100 |
| THE NEXT DOOR | ||||||
| PO OBX 23336 | NASHVILLE | TN | 37202 | PUBLIC | GENERAL FUND | $125 |
| FIFTY FORWARD | ||||||
| 174 RAINS AVE | NASHVILLE | TN | 37203 | PUBLIC | GENERAL FUND | $25 |
| TENNESSEE REPERTORY THEATER | ||||||
| 161 RAINS AVE | NASHVILLE | TN | 37203 | PUBLIC | GENERAL FUND | $130 |
| THE FRIST CENTER | ||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | PUBLIC | GENERAL FUND | $100 |
| KAPPA DELTA FOUNDATION | ||||||
| 3205 PLAYERS LANE | MEMPHIS | TN | 38125 | PUBLIC | GENERAL FUND | $50 |
| COMMUNITY FOUNDATION | ||||||
| 3833 CLEGHORN AVE | NASHVILLE | TN | 37215 | PUBLIC | GENERAL FUND | $50 |
| SOLES4SOULS | ||||||
| 319 MARTINGALE DRIVE | OLD HICKORY | TN | 37138 | PUBLIC | GENERAL FUND | $25 |
| LUPUS FOUNDATION OF AMERICA | ||||||
| 2000 L STREET NW SUITE 410 | WASHINGTON | DC | 20036 | PUBLIC | GENERAL FUND | $50 |
| NASHVILLE RESCUE MISSION | ||||||
| 1716 ROSA L PARKS BLVD | NASHVILLE | TN | 37208 | PUBLIC | GENERAL FUND | $25 |
| LAND TRUST FOR TENNESSEE | ||||||
| 209 10TH AVE SOUTH SUITE 511 | NASHVILLE | TN | 37203 | PUBLIC | GENERAL FUND | $25 |
| CONSERVANCY GALA | ||||||
| 2600 WEST END AVE | NASHVILLE | TN | 37203 | PUBLIC | GENERAL FUND | $100 |
| FRIENDS OF WARNER PARK | ||||||
| 50 VAUGHAN RD | NASHVILLE | TN | 37221 | PUBLIC | GENERAL FUND | $300 |
| CROSS POINT CHURCH | ||||||
| 4301 CHARLOTTE AVE | NASHVILLE | TN | 37209 | PUBLIC | GENERAL FUND | $1,000 |
| TENNESSEE MEDICAL ASSOCIATION | ||||||
| PO BOX 120909 | NASHVILLE | TN | 37212 | PUBLIC | GENERAL FUND | $500 |
| SAFE HAVEN | ||||||
| 1234 3RD AVE S | NASHVILLE | TN | 37210 | PUBLIC | GENERAL FUND | $1,500 |
| VANDERBILT MEDICAL CENTER | ||||||
| 1161 21ST AVE S | NASHVILLE | TN | 37212 | PUBLIC | GENERAL FUND | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 28058 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,523 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17,266 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $917 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $90,410 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $114,282 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 114282 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BETTS RUBIO, PLLC | Category |
| Amount | $1,085 | Amount |
| Net Investment Income | 217 | NetInvestmentIncome |
| Disbursements Charitable Prps | 868 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (7 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| KAYNE ANDERSON ENERGY | 2012-02 | P | 2012-05 | 90454 | 98174 | -7720 |
| SECTOR SPDR TR SHS BEN INT TECHNOLOGY | 2012-06 | P | 2012-10 | 146496 | 144000 | 2496 |
| ISHARES IBOXX INVESTOP INVESTMENT | 2011-10 | P | 2012-01 | 17078 | 16860 | 218 |
| ATT INC COM | 2011-10 | P | 2012-10 | 213590 | 171347 | 42243 |
| KINDER MORGAN ENERGY PARTNERS | 2010-03 | P | 2012-02 | 85650 | 36126 | 49524 |
| WALMART STORES INC. | 2010-06 | P | 2012-04 | 59535 | 55855 | 3680 |
| KINDER MORGAN ENERGY PARTNERS | 40 | -40 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 6000 shares of FORD MOTOR CO | 159461 | 155400 |
| 1000 shares of I SHARES IBOXX | 112407 | 120990 |
| 1600 shares of HARDINGE INC. | 16328 | 15904 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAX | Description |
| Amount | $2,368 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | KINDER MORGAN K-1 | Description |
| Revenue And Expenses Per Books | -917 | RevenueAndExpensesPerBooks |
| Net Investment Income | -917 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX EXEMPT INCOME | Description |
| Amount | $250 | Amount |