Civic Intelligence

Edward R and Ruby J Lea Charitable Trust A

990PF • Fiscal year 2014 • EIN 20-6862913

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profile
PO Box 500Carthage, TN 37030

(615) 735-1122

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

77th percentile

0.07x

Higher debt load relative to assets than 77% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

96th percentile

1.11x

Higher debt load relative to revenue than 96% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

78th percentile

$2,500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

52nd percentile

1.5%

Faster asset growth than 52% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

128%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$412,291

Up $5,908 (+1.5%) from 2013

Net Assets

Down

$385,434

Down $6,092 (-1.6%) from 2013

Liabilities

Up

$26,857

Up $12,000 (+81%) from 2013

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin16th percentile

Revenue

Up

$24,250

Up $13,600 (+128%) from 2013

Expenses

Down

$30,342

Down $1,962 (-6.1%) from 2013

Net Income

Up

-$6,092

Up $15,562 (+72%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $504,277Liabilities 2010: $0Net Assets 2010: $504,2772010Assets 2011: $503,331Liabilities 2011: $3,857Net Assets 2011: $499,4742011Assets 2012: $417,037Liabilities 2012: $3,857Net Assets 2012: $413,1802012Assets 2013: $406,383Liabilities 2013: $14,857Net Assets 2013: $391,5262013Assets 2014: $412,291Liabilities 2014: $26,857Net Assets 2014: $385,4342014Assets 2015: $398,447Liabilities 2015: $26,857Net Assets 2015: $371,5902015Assets 2016: $384,939Liabilities 2016: $27,043Net Assets 2016: $357,8962016Assets 2017: $390,439Liabilities 2017: $27,943Net Assets 2017: $362,4962017Assets 2018: $370,095Liabilities 2018: $28,942Net Assets 2018: $341,1532018Assets 2019: $344,203Liabilities 2019: $45,942Net Assets 2019: $298,2612019Assets 2020: $341,988Liabilities 2020: $61,612Net Assets 2020: $280,3762020Assets 2021: $321,637Liabilities 2021: $45,942Net Assets 2021: $275,6952021Assets 2022: $331,077Liabilities 2022: $45,946Net Assets 2022: $285,1312022Assets 2023: $342,867Liabilities 2023: $45,942Net Assets 2023: $296,9252023Assets 2024: $376,654Liabilities 2024: $46,669Net Assets 2024: $329,9852024

Highlighted filing

2014

Assets$412,291
Liabilities$26,857
Net Assets$385,434
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2010: $43,8942010Expenses 2011: $10,3802011Expenses 2012: $92,4842012Revenue 2013: $10,650Expenses 2013: $32,304Net Income 2013: -$21,6542013Revenue 2014: $24,250Expenses 2014: $30,342Net Income 2014: -$6,0922014Revenue 2015: $16,337Expenses 2015: $30,181Net Income 2015: -$13,8442015Revenue 2016: $17,953Expenses 2016: $31,647Net Income 2016: -$13,6942016Revenue 2017: $17,857Expenses 2017: $13,257Net Income 2017: $4,6002017Revenue 2018: $12,534Expenses 2018: $33,877Net Income 2018: -$21,3432018Revenue 2019: -$691Expenses 2019: $42,201Net Income 2019: -$42,8922019Revenue 2020: $1,400Expenses 2020: $19,285Net Income 2020: -$17,8852020Revenue 2021: $24,153Expenses 2021: $28,834Net Income 2021: -$4,6812021Revenue 2022: $28,307Expenses 2022: $18,871Net Income 2022: $9,4362022Revenue 2023: $35,930Expenses 2023: $24,136Net Income 2023: $11,7942023Revenue 2024: $62,172Expenses 2024: $29,112Net Income 2024: $33,0602024

Highlighted filing

2014

Revenue$24,250
Expenses$30,342
Net Income-$6,092
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L BASS ATTORNEYTrusteePT$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Edward R and Ruby J Lea Charitable Trust a
EIN
20-6862913
Phone
6157351122
Address
PO BOX 500, CARTHAGE, TN 37030

Signing Officer

Name
James L Bass
Title
Trustee
Phone
6157351122
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Duncan Wheeler & Wilkerson Pc Cpas
Address
302 N MAIN ST, CARTHAGE, TN 37030
Preparer
Larry Taylor Wilkerson CPA
Phone
6157351139
Raw XML AppendixShowing 400 of 451 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01305
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0653
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0652
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0BUCKEYE PARTNERS LP - K-1 SECTION 1231
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1SUBURBAN PROPANE PARTNERS LP - K-1 SECTION 1231
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2KKR & CO LP - K-1 SECTION 1231
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3MORGAN STANLEY BROKERAGE ACCOUNT - CPAITAL GAIN DISTRIBUTIONS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0176
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt189
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1191
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt30
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-176
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-89
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3191
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0UTD TECHNOLOGIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1MS SENIOR FIXED TO FLOATING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2TIME WARNER CABLE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3NEWMONT MINING CORP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05577
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt118809
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt219003
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt322273
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt06133
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt119426
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt221404
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt323494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt913543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1312289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1415276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt157459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt168792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1710028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1812558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1911744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt209497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt219348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2211234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2315901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt244724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt258065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt268910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2717279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2815974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2916087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3016327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt017245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt69073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt811358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt919535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1010808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1110320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt127566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1312635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1413806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt158200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt167624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1710903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1814532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1914313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt208844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt219356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2213908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt238985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt244642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2510648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt269188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2718555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2817775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2917933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3014925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALTRIA GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ARMOUR RESIDENTIAL REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AT & T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BP PLC ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FREEPORT MCMORAN CP& GLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5HEALTH CARE REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7LINN ENERGY LLC UTS REP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8MERCK & CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9OMEGA HEALTHCARE INV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10SUBURBAN PROPANE PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BUCKEYE PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14GOVERNMENT PPTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15HOME PROPERTIES OF NY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MACK CALI REALTY CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20SENIOR HSG PPTY TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ENSCO PLC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24KKR & CO LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PG & E CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26STAG INDL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GOLDMAN SCHS GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28JPMORGAN CHASE XVI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PNC FINL SERVICES GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DOUBLELINE INCOME SOL
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt09347
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0212000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt014091
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0-73
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0885
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt024323
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-73
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt024250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0653
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0652
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01305
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014091
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09347
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09347
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6092
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt037253
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014018
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03960
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03960
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04367
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04367
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt020103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt030342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt024323
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01903
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010229
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt48936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt48936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt310106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt48936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014091
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6092
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0385434
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0391526
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0385434
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt021340
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt021340
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt021340
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt021622
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0282
IRS990PF/DistributableAmountGrp/TotalTaxAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0271
IRS990PF/FMVAssetsEOYAmt0439870
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02011
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt017598
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt017598
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt030960
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt065662
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt070457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0195919
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0326802
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0349586
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt014857
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt026857
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-108474
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-114566
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0177493
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02229
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02229
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0406383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0412291
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0439870
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt014857
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt026857
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0406383
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0412291
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0391526
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0385434
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0439016
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt043321
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0395695
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06585
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021622
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0432431
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0439016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES L BASS ATTORNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CARTHAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd037030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd01
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt020103
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020103
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020103
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARTHAGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037030
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAMES L BASS ATTORNEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum06157351122
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EDUCATIONAL SCHOLARSHIPS PROVIDED FOR STUDENTS AT EDUCATIONAL INSTITUTIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt018200
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt017000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIP FOR STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SCHOLARSHIP FOR STUDENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL SCHOLARSHIP FOR STUDENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CUMBERLAND UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KIMMI SCHOOL OF THEOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF TENNESSEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0SOUTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0SOUTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0SF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0SOUTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 CUMBERLAND SQUARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1211 STUDENT SERVICES BLD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LEBANON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KNOXVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137917
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01088
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019015
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021340
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020103
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020252
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019015
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BUCKEYE PARTNERS LP - K-1 FLOW THRU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LINN ENERGY LLC - K-1 FLOW THRU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUBURBAN PROPANE PARTNERS LP - K-1 FLOW THRU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3KKR & CO LP - K-1 FLOW THRU

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,291
Liabilities
$26,857
Net assets
$385,434
Revenue
$24,250
Expenses
$30,342
Net income
-$6,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.77$0.47$3.30$0.62$0.29$0.33
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.46$2.97$0.36$0.24$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.31$0.46$2.85$0.28$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.22$0.46$2.76$0.24$0.29$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.42$0.62$2.80$0.01$0.19$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.44$0.46$2.98$0.01$0.42$0.43
2018Detailed filing. Detailed filing data is available for this year.$3.70$0.29$3.41$0.13$0.34$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.28$3.62$0.18$0.13$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.27$3.58$0.18$0.32$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.98$0.27$3.72$0.16$0.30$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.27$3.85$0.24$0.30$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.15$3.92$0.11$0.32$0.22
2012Detailed filing. Detailed filing data is available for this year.$4.17$0.04$4.13$0.92
2011Detailed filing. Detailed filing data is available for this year.$5.03$0.04$4.99$0.10
2010Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.44