CHARLES H BOYLE FON INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES H BOYLE FON INC (EIN 23-7256010)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-10
- IRS object ID
- 201122229349100407
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-10T11:14:07-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237256010 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles H Boyle Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 9017670100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 17800 | AddressLine1 |
| City | Memphis | City |
| State | TN | State |
| ZIP Code | 38187 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J Roy Taylor | Name |
| Title | Secretary - Treasurer | Title |
| Phone | 9017670100 | Phone |
| Date Signed | 2011-04-01 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 716392 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 2943 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2943 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2943 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2943 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 777 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 57 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1234 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 38700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 38700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 39934 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 38700 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -36991 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2943 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1785 | CashBOY |
| Cash EOY | 409 | CashEOY |
| Cash EOYFMV | 409 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 65216 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 29600 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 29600 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 81347 | InvestmentsOtherBOY |
| Investments Other EOY | 81348 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 686383 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 148348 | TotalAssetsBOY |
| Total Assets EOY | 111357 | TotalAssetsEOY |
| Total Assets EOYFMV | 716392 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 571380 | CapitalStockBOY |
| Capital Stock EOY | 571380 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -423032 | RetainedEarningsBOY |
| Retained Earnings EOY | -460023 | RetainedEarningsEOY |
| Total Net Assets BOY | 148348 | TotalNetAssetsBOY |
| Total Net Assets EOY | 111357 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 148348 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 111357 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 148348 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -36991 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 111357 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 111357 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 111462 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 616920 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.180675 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 119200 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 933286 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.127721 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 142334 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1117687 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.127347 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 250730 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1000946 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.250493 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 256716 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1199715 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.213981 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.900217 | TotalDistributionRatio |
| Average Distribution Ratio | 0.180043 | AverageDistributionRatio |
| Net Noncharitable Assets | 688496 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 123959 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 29 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 123988 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 38700 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 59 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 59 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 59 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 59 | 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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | 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 | boyle.com | WebsiteAddress |
| Books In Care Of Person Name | J Roy Taylor | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9017670100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 17800 | AddressLine1 |
| City | Memphis | City |
| State | TN | State |
| ZIP Code | 38187 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| J Bayard Boyle Jr | ||||||||
| P O Box 17800 | Memphis | TN | 38187 | President / Director | 0.00 | 0 | 0 | 0 |
| Henry W Morgan Sr | ||||||||
| P O Box 17800 | Memphis | TN | 38187 | Vice President / Director | 0.00 | 0 | 0 | 0 |
| Snowden B Morgan | ||||||||
| p O Box 17800 | Memphis | TN | 38187 | Director | 0.00 | 0 | 0 | 0 |
| J Roy Taylor | ||||||||
| P O Box 17800 | Memphis | TN | 38187 | Sec. / Treas. / 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 |
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 | 646431 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 52550 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 698981 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 698981 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10485 | CashDeemedCharitable |
| Net Noncharitable Assets | 688496 | NetNoncharitableAssets |
| Minimum Investment Return | 34425 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 34425 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 59 | TaxBasedOnInvestmentIncome |
| Total Tax | 59 | TotalTax |
| Distributable Amount Before Adj | 34366 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 34366 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 34366 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 38700 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 38700 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 38700 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 34366 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 197578 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 201577 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 87456 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 73160 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 82092 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 641863 | TotalExcessDistriCarryover |
| Qualifying Distributions | 38700 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 34366 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4334 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 646197 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 197578 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 448619 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 201577 | ExcessFromYear4 |
| Excess From Year3 | 87456 | ExcessFromYear3 |
| Excess From Year2 | 73160 | ExcessFromYear2 |
| Excess From Year1 | 82092 | ExcessFromYear1 |
| Excess From Current Year | 4334 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Woodland Presbyterian Church | |||||||
| 5217 Park Avenue | Memphis | TN | 38119 | None | Public | To further donee's 501(c)(3) purposes | $13,200 |
| Christian Mobile Dental Clinic | |||||||
| 1115 Union Avenue | Memphis | TN | 38104 | None | Public | To further donee's 501(c)(3) purposes | $2,000 |
| Memphis Food Bank | |||||||
| 239 South Dudley | Memphis | TN | 38104 | None | Public | To further donee's 501(c)(3) purposes | $1,500 |
| Salvation Army of Nashville | |||||||
| 631 Dickerson | Nashville | TN | 37207 | None | Public | To further donee's 501(c)(3) purposes | $5,000 |
| United Way of the Mid-South | |||||||
| 6775 Lenox Center CT | Memphis | TN | 38115 | None | Public | To further donee's 501(c)(3) purposes | $17,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 38700 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2943 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 2943 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2943 | 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 | 4 | LineNumber |
| Relationship Statement | The $2,943 dividend income was derived from corporate securities. | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fee | Category |
| Amount | $400 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| First Horizon National - 17,681 sh | AT COST | 21353 | 208282 |
| Regions Financial - 10,634 sh | AT COST | 8349 | 74438 |
| FedEx Corporation - 4,340 shares | AT COST | 51646 | 403663 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Wire transfer fees | Description |
| Revenue And Expenses Per Books | 57 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2009 Excise Tax on Investment Income | $757 | 0 | 0 |
| 2010 TN Annual Report Filing Fee | $20 | 0 | 0 |