John U Wilson Charitable Tr 2012004107 in Nashville, Tennessee (TN)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Tennessee
| John U Wilson Charitable Tr 2012004107 | |
| Employer Identification Number (EIN) | 626404613 |
| Name of Organization | John U Wilson Charitable Tr 2012004107 |
| In Care of Name | Regions Morgan Keegan Ttee |
| Address | 315 Deaderick St Ste 0401, Nashville, TN 37237-0001 |
| Subsection | Charitable Organization |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2011 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,238,285 |
| Amount of Income | $790,435 |
| Form 990 Revenue Amount | $63,424 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $63,424 | $63,424 | $9,000 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6 | |||
| Dividends and interest from securities | $35,222 | |||
| Gross rents | $9,000 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $19,196 | |||
| Total expenses and disbursements | $77,898 | $14,201 | $0 | $63,697 |
| Compensation of officers, directors, trustees, etc. | $17,411 | |||
| Total operating and administrative expenses | $18,658 | $14,201 | $4,457 | |
| Contributions, gifts, grants paid | $59,240 | |||
| Excess of revenue over expenses and disbursements | $-14,474 | |||
| Net investment income | $49,223 | |||
| Adjusted net income | $9,000 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,238,285 | $1,318,295 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $661,454 | |
| Investments-corporate bonds | $533,745 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $43,086 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,238,285 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $19,196 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $984 |
| Total credits and payments | $71 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $71 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $913 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,379,770 |
| Net value of noncharitable-use assets | $1,359,080 |
| Minimum investment return | $67,954 |
| Distributable Amount (for 2011) | |
| Distributable amount | $66,970 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $66,970 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $18,165 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Tennessee | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | John M Burnham & Margaret S Burnham Charitable Foundation | 1484 Burgess Falls Rd, Cookeville, TN 38506-5627 | TN | 1987-12 | $29 |
| 2 | John M Reed Foundation Inc | PO BOX 674, Jonesborough, TN 37659-0674 | TN | 2001-12 | $19,542 |
| 3 | John M Reed Home For The Aged | PO BOX 128, Limestone, TN 37681-0128 | TN | 1970-09 | $375,879 |
| 4 | John Madison Exum Towers Inc | 3155 Sharp Avenue, Memphis, TN 38111-3755 | TN | 1980-09 | $1,759,791 |
| 5 | John Overton High School Band Booster Club Of Nashville | 4820 Franklin Pike, Nashville, TN 37220-1122 | TN | 1986-11 | $188,105 |
| 6 | John Pittard Elementary Pto | 745 Dejarnette Ln, Murfreesboro, TN 37130-9160 | TN | 2013-11 | $0 |
| 7 | John R Hay House Inc | PO BOX 2071, Kingsport, TN 37662-2071 | TN | 1986-01 | $1,612,648 |
| 8 | John Ragsdale Ministries | 1034 Stonebridge Park Dr, Franklin, TN 37069-4008 | TN | 2007-03 | $238,533 |
| 9 | John S Glenn Foundation | 173 Jefferson Sq, Nashville, TN 37215-3701 | TN | 1967-06 | $1 |
| 10 | John Sevier Band Association | 1200 Wateree St, Kingsport, TN 37660-4550 | TN | 1989-03 | $59,258 |
| 11 | John U Wilson Charitable Tr 2012004107 | 315 Deaderick St Ste 0401, Nashville, TN 37237-0001 | TN | $790,435 | |
| 12 | John W Simpson Foundation Fund | PO BOX 869, Jasper, TN 37347-0869 | TN | 1967-04 | $705 |
| 13 | John William Hale Foundation, Laborers Care | 401 Commerce St Ste 5300, Nashville, TN 37219-2506 | TN | 2005-10 | $111,461 |
| 14 | Johnny Minick Ministries Inc | 6130 Rock Springs Rd, Smyrna, TN 37167-6157 | TN | 1978-11 | $235,705 |
| 15 | Johnson City Area Arts Council Inc | PO BOX 1033, Johnson City, TN 37605-1033 | TN | 1984-08 | $178,972 |
| 16 | Johnson City Area Homebuilders Association | 1001 N Roan Street, Johnson City, TN 37601-4669 | TN | 1980-05 | $145,935 |
| 17 | Johnson City Boys Club Inc | PO BOX 5219, Johnson City, TN 37602-5219 | TN | 1969-12 | $346,695 |
| 18 | Johnson City Community Theatre Inc | PO BOX 452, Johnson City, TN 37605-0452 | TN | 1968-07 | $47,228 |
| 19 | Johnson City Professional Firefighters Charitable Org | PO BOX 4540, Johnson City, TN 37602-4540 | TN | 2001-12 | $306,333 |
| 20 | Johnson City Jonesborough Washington Co Chamber Foundation | 603 E Market St, Johnson City, TN 37601-4894 | TN | 2004-02 | $20,720 |
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