Civic Intelligence

Beth and Thomas a Lupton Family Foundation

EIN 26-1284779 • Hixson, TN

1700 Eagle DriveHixson, TN 37343
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

9th percentile

-52%

Higher net margin than 9% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

30th percentile

-2.1%

Faster asset growth than 30% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$1,342,253

Down $29,312 (-2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,342,253

Down $29,312 (-2.1%) from 2023

Revenue

Up

$56,551

Up $131,135 (+176%) from 2023

Expenses

Up

$85,863

Up $16,931 (+25%) from 2023

Net Income

Up

-$29,312

Up $114,204 (+80%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2019: $93,409Liabilities 2019: $0Net Assets 2019: $93,4092019Assets 2020: $1,638,699Liabilities 2020: $0Net Assets 2020: $1,638,6992020Assets 2021: $1,560,132Liabilities 2021: $0Net Assets 2021: $1,560,1322021Assets 2022: $1,515,081Liabilities 2022: $0Net Assets 2022: $1,515,0812022Assets 2023: $1,371,565Liabilities 2023: $0Net Assets 2023: $1,371,5652023Assets 2024: $1,342,253Liabilities 2024: $0Net Assets 2024: $1,342,2532024

Highlighted filing

2024

Assets$1,342,253
Liabilities$0
Net Assets$1,342,253

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2019: $118,182Expenses 2019: $118,193Net Income 2019: -$112019Revenue 2020: $3,694Expenses 2020: $1,002,016Net Income 2020: -$998,3222020Revenue 2021: $22,416Expenses 2021: $7,405Net Income 2021: $15,0112021Revenue 2022: -$34,607Expenses 2022: $10,444Net Income 2022: -$45,0512022Revenue 2023: -$74,584Expenses 2023: $68,932Net Income 2023: -$143,5162023Revenue 2024: $56,551Expenses 2024: $85,863Net Income 2024: -$29,3122024

Highlighted filing

2024

Revenue$56,551
Expenses$85,863
Net Income-$29,312

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBRIEL MARLEY LUPTON STRANGTrustee-$0--
THOMAS ALLEN LUPTON IIITrustee-$0--
BETH MADDIN LUPTON CRIMMINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Beth and Thomas a Lupton
EIN
26-1284779
Phone
4238943420
Address
1700 EAGLE DRIVE, HIXSON, TN 37343

Signing Officer

Name
Beth Maddin Lupton Crimmins
Title
Trustee
Phone
4238943420
Signed
2023-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Lbmc Pc
Address
605 CHESTNUT STREET SUITE 1100, CHATTANOOGA, TN 37450
Preparer
Sarah B Johnson
Phone
4237566585
Raw XML AppendixShowing 400 of 415 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/Amt0616
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BOOKKEEPING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0308
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt023575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt216212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt421915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt545977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt629371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt731812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt832004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt916096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1018719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1129349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12154157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1328685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1412020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1518349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1614815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1730027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1813968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1914583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2026055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2114232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2215550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2314125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2459586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2542372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2614057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2714158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2816050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2914181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3014008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3123039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3231585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33150000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3414780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3523368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3628651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3720440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3814259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3931424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4015320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt020034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt224242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt318188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt417646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt537782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt630484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt731779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt832483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt918818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1016560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1131788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12136742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1318092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1423600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1513564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1610581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1730897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt189462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1913057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2027438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2117997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2215795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2314962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2449230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2540868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2614389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2711701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt288843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2913790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3019455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3122546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3227485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33150000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3414043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3527860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3621514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3728144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3821206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3931903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4016586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0A.O. SMITH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALCOA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALPS REIT DIVIDEND DOGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN WATER WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ASHLAND GLOBAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BLACKROCK STRATEGIC INCOME OPPS INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CROWN CASTLE INTL CO REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DOLBY LABORATORIES CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ELI LILLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21HCA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HILTON WORLDWIDE HLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HOLOGIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JP MORGAN EQUITY PREMIUM INCOME ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PARK HOTELS & RESORTS IN REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PLANET FITNESS INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PROGRESSIVE CO OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PROLOGIS INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SCHWAB VALUE ADVANTAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38UNITEDHEALTH GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40XYLEM INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0318935
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0318873
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt036449
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-71191
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0135
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-34607
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-34607
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0308
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0308
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0616
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036449
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036449
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-45051
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0521413
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0949
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0948
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01897
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-71191
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt027652
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07676
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07676
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0255
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01257
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08932
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010444
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt036584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-34607
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01257
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08932
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0592604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-71191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-71191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0521413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-71191
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-45051
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01515081
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01560132
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01515081
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt074974
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt074974
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt074974
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt075358
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0384
IRS990PF/DistributableAmountGrp/TotalTaxAmt0384
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0384
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0384
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0384
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0384
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01483385
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0176011
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019234
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019234
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01384121
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01176912
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01145278
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01560132
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01515081
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01560132
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01515081
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01483385
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01560132
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01515081
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01560132
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01515081
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0318935
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0318873
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01530114
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0148771
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01381343
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022952
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt075358
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01507162
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01530114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KIMBRIEL MARLEY LUPTON STRANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS ALLEN LUPTON III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BETH MADDIN LUPTON CRIMMINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2P O BOX 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HIXSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HIXSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HIXSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd037343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd137343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd237343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01257
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01257
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/SubjToTaxRmnrtnExPrchtPymtInd00
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/AddressLine1Txt01700 EAGLE DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HIXSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037343
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MS YVONNE OWNBY
IRS990PF/StatementsRegardingActyGrp/PhoneNum04238943420
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt01257
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt073717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0869002
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt073717
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0795285
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0795285
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01257
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0795285
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0869002
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL AND ACCOUNTING
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0949
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01897
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0948
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07676
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07676
TaxesSchedule/TaxesDetail/Amt0255
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH MADDIN LUPTON CRIMMINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04238943420
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETH AND THOMAS A LUPTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0261284779
ReturnHeader/Filer/PhoneNum04238943420
ReturnHeader/Filer/USAddress/AddressLine1Txt01700 EAGLE DRIVE
ReturnHeader/Filer/USAddress/CityNm0HIXSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037343
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621199757

Document Assets

No mirrored PDF or thumbnail assets are attached yet.