Paul D Alexander Charitable Tr, Paula Anne Alexander Troutt Ttee in Gallatin, 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
| Paul D Alexander Charitable Tr, Paula Anne Alexander Troutt Ttee | |
| Employer Identification Number (EIN) | 207495259 |
| Name of Organization | Paul D Alexander Charitable Tr |
| Secondary Name | Paula Anne Alexander Troutt Ttee |
| Address | 1268 Highway 25, Gallatin, TN 37066-6105 |
| Subsection | Charitable Organization |
| Ruling Date | 08/2009 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $253,684 |
| Amount of Income | $513 |
| Form 990 Revenue Amount | $768 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
Expenses for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $513 | $513 | $513 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $513 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $5,465 | $0 | $0 | $5,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $465 | $0 | $0 | |
| Contributions, gifts, grants paid | $5,000 | |||
| Excess of revenue over expenses and disbursements | $-4,952 | |||
| Net investment income | $513 | |||
| Adjusted net income | $513 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $253,684 | $253,684 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $253,684 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $253,684 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $10 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $10 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $257,375 |
| Net value of noncharitable-use assets | $253,520 |
| Minimum investment return | $12,676 |
| Distributable Amount (for 2012) | |
| Distributable amount | $12,666 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $12,666 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | 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 | Pathfinders Inc | PO BOX 879, Hohenwald, TN 38462-0879 | TN | 1989-10 | $1,447,404 |
| 2 | Pathway Credit Union | 2751 Commerce Drive, Cleveland, TN 37311-1454 | TN | 1952-06 | $200,594 |
| 3 | Patricia And Rodes Hart Foundation | 3001 Hillsboro Rd, Brentwood, TN 37027-4863 | TN | 1988-09 | $5,510,209 |
| 4 | Patricia C & Thomas F Frist Jr Foundation, Frist Thomas F Jr Ttee | 3100 West End Ave Ste 500, Nashville, TN 37203-1355 | TN | 1992-10 | $11,125 |
| 5 | Patricia S Hodgson Charitable Foundation, Rooker Stewart Ttee | 103 Westhampton Pl, Nashville, TN 37205-3438 | TN | 2003-01 | $401 |
| 6 | Patricia Werthan Uhlmann Foundation | 4400 Harding Pike, Nashville, TN 37205-2204 | TN | 1998-09 | $1,394,088 |
| 7 | Patriot Equity Credit Union | 1450 Union University Dr, Jackson, TN 38305-0001 | TN | 1952-06 | $1,694,331 |
| 8 | Patriot Foundation Trust | 820 Scenic Highway, Lookout Mountain, TN 37350 | TN | 2007-05 | $218,941 |
| 9 | Patti Hart Smallwood Family Foundation, Hart H Rodes Ttee | 2345 Hillsboro Valley Rd, Brentwood, TN 37027-5454 | TN | 1993-07 | $425 |
| 10 | Paul And Ada Ruth Mayes Home Inc | 320 Industrial Ave, Morristown, TN 37813-1106 | TN | 2002-07 | $19,368 |
| 11 | Paul D Alexander Charitable Tr, Paula Anne Alexander Troutt Ttee | 1268 Highway 25, Gallatin, TN 37066-6105 | TN | 2009-08 | $513 |
| 12 | Paul Peoples Foundation Inc | 120 S Mill St, Morristown, TN 37814-4610 | TN | 2008-07 | $16,050 |
| 13 | Paul W Barrett Jr School Of Banking | 650 E Parkway S, Memphis, TN 38104-5519 | TN | 1979-09 | $367,582 |
| 14 | Paulette Volunteer Fire Department | PO BOX 905, Maynardville, TN 37807-0905 | TN | 1992-10 | $76,563 |
| 15 | Peabody High School Alumni Association Inc | PO BOX 504, Trenton, TN 38382 | TN | 1995-02 | $0 |
| 16 | Peabody Place Museum Foundation | PO BOX 3661, Memphis, TN 38173-0661 | TN | 2000-03 | $28,335 |
| 17 | Peace At Last | 621 Eleanor Street, Knoxville, TN 37917 | TN | 2001-04 | $13,882 |
| 18 | Peace Unlimited In Recovery Inc | 509 Friar Tuck Cir, Smyrna, TN 37167 | TN | 2004-09 | $0 |
| 19 | Peaceable Kingdom Ministries Inc | P O Box 682065, Franklin, TN 37068 | TN | 1997-07 | $62,207 |
| 20 | Peaceful Kingdom | Po Box 9394, Knoxville, TN 37940 | TN | 2001-05 | $0 |
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