MARY GALLOWAY HOME: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARY GALLOWAY HOME (EIN 62-0536730)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201322269349101002
- Schema version
- 2012v2.1
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-08-14T15:14:08-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 S SHADY GROVE RD STE 400 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38120 | 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 | 620536730 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY GALLOWAY HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARY | NameControl |
| Phone | 9013771250 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3437 WAYNOKA AVE | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38111 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GLORIA HODGES | Name |
| Title | PRESIDENT | Title |
| Phone | 9013771250 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH L JOHNSON | Name |
| PTIN | P00029864 | PTIN |
| Phone | 9017613000 | Phone |
| Date Prepared | 2013-08-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 11271834 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 32506 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 343616 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 343616 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 343616 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 124038 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2180066 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 124038 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 13545 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 437863 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 12935 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 437863 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 938023 | TotalRevenueAndExpenses |
| Total Net Investment Income | 480589 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 795024 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 40739 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 40739 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 16265 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 16265 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2145 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 2145 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 958880 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 424928 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 533952 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 72449 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 61548 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 61548 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10901 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1090478 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 61548 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 486476 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 604002 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1090478 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 61548 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 486476 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 604002 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -152455 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 419041 | NetInvestmentIncome |
| Adjusted Net Income | 308548 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 834 | CashBOY |
| Cash EOY | 785 | CashEOY |
| Cash EOYFMV | 785 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 364366 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 502370 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 502370 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 822977 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1534017 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1525152 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 4769813 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4406626 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5926482 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3570872 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2924154 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3169258 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 3170 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 3170 | AccumDeprecLandBldgAndEquip |
| Other Assets BOY | 139332 | OtherAssetsBOY |
| Other Assets EOY | 147787 | OtherAssetsEOY |
| Other Assets EOYFMV | 147787 | OtherAssetsEOYFMV |
| Total Assets BOY | 9668194 | TotalAssetsBOY |
| Total Assets EOY | 9515739 | TotalAssetsEOY |
| Total Assets EOYFMV | 11271834 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 9528862 | UnrestrictedBOY |
| Unrestricted EOY | 9367952 | UnrestrictedEOY |
| Permanently Restricted BOY | 139332 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 147787 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 9668194 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9515739 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9668194 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9515739 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9668194 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -152455 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 9515739 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9515739 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | 104198 | 89054 | 15144 | 15144 | |
| PUBLICALLY TRADED SECURITIES | 710126 | 645567 | 64559 | 64559 | |
| PUBLICALLY TRADED SECURITIES | 1097117 | 1059808 | 37309 | 37309 | |
| PUBLICALLY TRADED SECURITIES | 260000 | 261599 | -1599 | -1599 | |
| CAPITAL GAINS DIVIDENDS | 8625 | 8625 | 8625 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 124038 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 13545 | NetShortTermCapitalGainOrLoss |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | X | ExemptOperatingFoundations |
| Date Of Ruling Letter | 1993-11-15 | DateOfRulingLetter |
| Investment Income Excise Tax NA | N/A | InvestmentIncomeExciseTaxNA |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.MARYGALLOWAYHOME.ORG | WebsiteAddress |
| Books In Care Of Person Name | MARGARET BRISCOE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9017540923 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3437 WAYNOKA AVE | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (20 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MS BEDE BURR | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | SECRETARY | 0.00 | 0 | 0 | 0 |
| MS JANET STAUNTON | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | FINANCIAL OFFICER | 0.00 | 0 | 0 | 0 |
| MS ARIE COOPER | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MS GLORIA HODGES | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| MS CAROL HOWARD | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| MS JEAN WARD | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MS MARILOU BERKENSTOCK | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MS PAT ROBINSON | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MS PAM STOKES | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MS CYNDI COURY | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MS JEAN DE FRANK | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | PARLIAMENTARIAN | 0.00 | 0 | 0 | 0 |
| MS EVA MAE HUSSEY | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MS CAROLYN JOHNSTON | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MS BEVERLY WILLIAMS | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | REC SECRETARY | 0.00 | 0 | 0 | 0 |
| MSDEBBIE DESROCHERS | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MS PATTI CALLAN | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MS MARGE RYAN | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MS NITA ZANONE | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MARILYN BUCK | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| PADDY HARRIS | ||||||||
| 3437 WAYNOKA AVE | MEMPHIS | TN | 38111 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDING SUBSIDIZED LIVING FACILITY FOR RETIRED WOMEN WITH FINANCIAL NEEDS. | Description1 |
| Expenses1 | 604002 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10505268 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 489168 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10994436 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10994436 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 164917 | CashDeemedCharitable |
| Net Noncharitable Assets | 10829519 | NetNoncharitableAssets |
| Minimum Investment Return | 541476 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 604002 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 604002 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 604002 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1993-11-15 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 308548 | CurrentYear |
| Year1 | 326423 | Year1 |
| Year2 | 266668 | Year2 |
| Year3 | 324234 | Year3 |
| Total | 1225873 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 262266 | CurrentYear |
| Year1 | 277460 | Year1 |
| Year2 | 226668 | Year2 |
| Year3 | 275599 | Year3 |
| Total | 1041992 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 604002 | CurrentYear |
| Year1 | 595512 | Year1 |
| Year2 | 588477 | Year2 |
| Year3 | 566624 | Year3 |
| Total | 2354615 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 604002 | CurrentYear |
| Year1 | 595512 | Year1 |
| Year2 | 588477 | Year2 |
| Year3 | 566624 | Year3 |
| Total | 2354615 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 360984 | CurrentYear |
| Year1 | 357325 | Year1 |
| Year2 | 348371 | Year2 |
| Year3 | 315489 | Year3 |
| Total | 1382169 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CLAUDIA HAYNES | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 WAYNOKA AVENUE | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9017461827 | RecipientPhoneNumber |
| Form And Info And Materials | ADMISSIONS APPLICATION FORM WITH FINANCIAL INFORMATION. | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROOM & BOARD | Description |
| Related Or Exempt Function Income | 424928 | RelatedOrExemptFunctionIncome |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $343,616 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $124,038 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| TRUST INCOME - VOEGELI | 14 | $8,456 |
| MISCELLENOUS INCOME | 14 | $4,479 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $480,589 | ExclusionAmount |
| Related Or Exempt Function Income | 424928 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 905517 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumber |
| Relationship Statement | ROOM AND BOARD CHARGED TO RESIDENTS OF THE HOME FOR HIGH LEVEL OF CARE - PAYS PART OF COST OF OPERATION OF HOME. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN SNUFF CHARITABLE TRUST | 5106 TRADEPORT DRIVE | MEMPHIS | TN | 38141 | 15000 | X |
| 2 | FIRST TENNESSEE FOUNDATION | 530 OAK COURT DRIVE SUITE 200 | MEMPHIS | TN | 38117 | 5000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $16,265 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 16265 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 2924154 | EOYBookValue |
| EOYFMV | 3169258 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 4406626 | EOYBookValue |
| EOYFMV | 5926482 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1534017 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1525152 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN TRUST | Description |
| BOY Book Value | 139332 | BOYBookValue |
| EOY Book Value | 147787 | EOYBookValue |
| EOYFMV | 147787 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| OFFICE SUPPLIES/EXPENSES | 1157 | 0 | 0 | 1157 |
| RESIDENCE EXPENSES | 828 | 0 | 0 | 828 |
| INVESTMENT FEES - 1ST TN/DELTA/SCHWAB | 61548 | 61548 | 61548 | 0 |
| INSURANCE | 5800 | 0 | 0 | 5800 |
| ADVERTISING | 3116 | 0 | 0 | 3116 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| ROOM & BOARD | 424928 | 424928 | |
| TRUST INCOME - VOEGELI | 8456 | 8456 | 8456 |
| MISCELLENOUS INCOME | 4479 | 4479 | 4479 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PAYROLL TAXES | $1,825 | 0 | 0 | 1825 |
| TAXES | $320 | 0 | 0 | 320 |