Civic Intelligence

Opry Trust Fund Inc

990 • Fiscal year 2017 • EIN 62-6063245

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 21, 2018

One Gaylord DriveNashville, TN 37214

(615) 316-6317

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.15x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,640,409

Up $297,079 (+13%) from 2016

Net Assets

Up

$2,613,146

Up $309,705 (+13%) from 2016

Liabilities

Down

$27,263

Down $12,626 (-32%) from 2016

Revenue

Up

$184,638

Up $42,215 (+30%) from 2016

Expenses

Down

$121,875

Down $22,650 (-16%) from 2016

Net Income

Up

$62,763

Up $64,865 (+3086%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,842,991Liabilities 2011: $44,029Net Assets 2011: $1,798,9622011Assets 2012: $1,917,671Liabilities 2012: $49,695Net Assets 2012: $1,867,9762012Assets 2013: $2,049,507Liabilities 2013: $28,271Net Assets 2013: $2,021,2362013Assets 2014: $2,227,336Liabilities 2014: $35,873Net Assets 2014: $2,191,4632014Assets 2015: $2,207,788Liabilities 2015: $25,252Net Assets 2015: $2,182,5362015Assets 2016: $2,343,330Liabilities 2016: $39,889Net Assets 2016: $2,303,4412016Assets 2017: $2,640,409Liabilities 2017: $27,263Net Assets 2017: $2,613,1462017Assets 2018: $3,435,625Liabilities 2018: $52,950Net Assets 2018: $3,382,6752018Assets 2019: $4,097,073Liabilities 2019: $113,015Net Assets 2019: $3,984,0582019Assets 2020: $4,232,288Liabilities 2020: $87,048Net Assets 2020: $4,145,2402020Assets 2021: $4,587,527Liabilities 2021: $90,250Net Assets 2021: $4,497,2772021Assets 2022: $3,650,064Liabilities 2022: $70,300Net Assets 2022: $3,579,7642022Assets 2023: $4,164,979Liabilities 2023: $61,830Net Assets 2023: $4,103,1492023Assets 2024: $4,711,755Liabilities 2024: $148,964Net Assets 2024: $4,562,7912024

Highlighted filing

2017

Assets$2,640,409
Liabilities$27,263
Net Assets$2,613,146

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $191,984Expenses 2011: $195,694Net Income 2011: -$3,7102011Revenue 2012: $129,279Expenses 2012: $172,622Net Income 2012: -$43,3432012Revenue 2013: $211,729Expenses 2013: $224,071Net Income 2013: -$12,3422013Revenue 2014: $248,410Expenses 2014: $129,406Net Income 2014: $119,0042014Revenue 2015: $273,194Expenses 2015: $179,970Net Income 2015: $93,2242015Revenue 2016: $142,423Expenses 2016: $144,525Net Income 2016: -$2,1022016Revenue 2017: $184,638Expenses 2017: $121,875Net Income 2017: $62,7632017Revenue 2018: $1,289,562Expenses 2018: $212,470Net Income 2018: $1,077,0922018Revenue 2019: $534,519Expenses 2019: $280,441Net Income 2019: $254,0782019Revenue 2020: $538,176Expenses 2020: $471,596Net Income 2020: $66,5802020Revenue 2021: $319,424Expenses 2021: $210,704Net Income 2021: $108,7202021Revenue 2022: $138,463Expenses 2022: $205,671Net Income 2022: -$67,2082022Revenue 2023: $189,075Expenses 2023: $106,982Net Income 2023: $82,0932023Revenue 2024: $400,544Expenses 2024: $297,377Net Income 2024: $103,1672024

Highlighted filing

2017

Revenue$184,638
Expenses$121,875
Net Income$62,763
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 21, 2018
Return Version
2017v2.3
Gross Receipts
$530,897
Mission and Program Overview

Mission

The opry trust fund was formed to give financial assistance in time of need, emergency, or catastrophe to entertainers, musicians, and others who are associated with or actively employed in the country music industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,835,038$2,056,882▲ $221,844
Investments in Publicly Traded Securities$456,908$474,518▲ $17,610
Savings and Temporary Cash Investments$27,953$80,869▲ $52,916
Cash and Non-Interest-Bearing Accounts$23,426$28,070▲ $4,644
Total Assets$2,343,330$2,640,409▲ $297,079
Other Assets Total$5$70▲ $65
Liabilities
Grants Payable$34,959$21,712▼ $13,247
Accounts Payable and Accrued Expenses$4,930$5,551▲ $621
Total Liabilities$39,889$27,263▼ $12,626
Net Assets / Fund Balance
Unrestricted Net Assets$2,303,441$2,613,146▲ $309,705
Total Net Assets Fund Balance$2,303,441$2,613,146▲ $309,705
Total Liabilities and Net Assets / Fund Balance$2,343,330$2,640,409▲ $297,079

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$174,572--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve BuchananPresident
Craig NapierVice President & Treasurer
Charlie DanielsDirector
Chris KulickDirector
Jeannie SeelyDirector
Sally WilliamsDirector
Caroline JonesAsst. Secretary
Todd SiefertAsst. Treasurer
Scott LynnSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$58,447
Program Service Revenue
$0
Investment Income
$141,553
Other Revenue
$-15,362
All Other Contributions
$39,294
Change in Net Assets
$62,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$94,918
Other Expenses$26,957
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$94,918--$94,918
Fees for Service Investment Mgmnt Fees-$22,285-$22,285
Fees for Services Accounting-$2,932-$2,932
Office Expenses-$1,560-$1,560
Other Expenses-$180-$180
Total Functional Expenses$94,918$26,957$0$121,875
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$33,812
Fundraising Gross Income$18,450
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Living Legends Event$37,603$18,450$1,232$17,218
Total Events$37,603$18,450$33,812$-15,362
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

During 2017 the bylaws were amended to reduce the minimum number of members of the board of directors from 8 to 7. In addition, the composition of the board was revised to include the following members: the president of the grand ole opry and 2 members appointed by such person, the general manager of wsm radio, the general manager of the grand ole opry, and two members from among the featured country music artists currently and regularly appearing on the grand ole opry show.

Form 990, Part VI, Section B, Line 11B

The board's treasurer and audit committee review the form 990 before it is filed.

Form 990, Part VI, Section B, Line 15

All officers and directors serve on a volunteer basis without compensation.

Form 990, Part VI, Section C, Line 18

The fund's form 990 is available for public inspection at www.guidestar.org. In addition, form 990 is available for review upon request.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Opry Trust Fund Inc
EIN
62-6063245
Phone
6153166317
Address
ONE GAYLORD DRIVE, NASHVILLE, TN 37214

Signing Officer

Name
Craig Napier
Title
Treasurer
Phone
6153166317
Signed
2018-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Buchanan
Formed
1970
Legal Domicile
Tn
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
20

Preparer

Firm
Faulkner Mackie & Cochran Pc
Address
3100 WEST END AVENUE STE 700, NASHVILLE, TN 37203
Preparer
Tedra K Armstrong CPA
Phone
6152923011
Raw XML AppendixShowing 400 of 421 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04930
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05551
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE OPRY TRUST FUND WAS FORMED TO GIVE FINANCIAL ASSISTANCE IN TIME OF NEED, EMERGENCY, OR CATASTROPHE TO ENTERTAINERS, MUSICIANS, AND OTHERS WHO ARE ASSOCIATED WITH OR ACTIVELY EMPLOYED IN THE COUNTRY MUSIC INDUSTRY.
IRS990/AllOtherContributionsAmt039294
IRS990/BooksInCareOfDetail/PersonNm0SANDRA VANDERGRIFF
IRS990/BooksInCareOfDetail/PhoneNum06153166174
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE GAYLORD DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037214
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt023426
IRS990/CashNonInterestBearingGrp/EOYAmt028070
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt019153
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt058447
IRS990/CYGrantsAndSimilarPaidAmt094918
IRS990/CYInvestmentIncomeAmt0141553
IRS990/CYOtherExpensesAmt026957
IRS990/CYOtherRevenueAmt0-15362
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt062763
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0121875
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0184638
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ASSISTANCE TO INDIVIDUALS ASSOCIATED WITH THE COUNTRY MUSIC INDUSTRY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt094918
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02932
IRS990/FeesForServicesAccountingGrp/TotalAmt02932
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt022285
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt022285
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVE BUCHANAN
IRS990/Form990PartVIISectionAGrp/PersonNm1CRAIG NAPIER
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTT LYNN
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLIE DANIELS
IRS990/Form990PartVIISectionAGrp/PersonNm4JEANNIE SEELY
IRS990/Form990PartVIISectionAGrp/PersonNm5SALLY WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS KULICK
IRS990/Form990PartVIISectionAGrp/PersonNm7TODD SIEFERT
IRS990/Form990PartVIISectionAGrp/PersonNm8CAROLINE JONES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7ASST. TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASST. SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt019153
IRS990/FundraisingDirectExpensesAmt033812
IRS990/FundraisingGrossIncomeAmt018450
IRS990/GainOrLossGrp/SecuritiesAmt094704
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt094918
IRS990/GrantsPayableGrp/BOYAmt034959
IRS990/GrantsPayableGrp/EOYAmt021712
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt094918
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt094918
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0407151
IRS990/GrossReceiptsAmt0530897
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt046849
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046849
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01835038
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02056882
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0456908
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0474518
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0312447
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE OPRY TRUST FUND WAS FORMED TO GIVE FINANCIAL ASSISTANCE IN TIME OF NEED, EMERGENCY, OR CATASTROPHE TO ENTERTAINERS, MUSICIANS, AND OTHERS WHO ARE ASSOCIATED WITH OR ACTIVELY EMPLOYED IN THE COUNTRY MUSIC INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02303441
IRS990/NetAssetsOrFundBalancesEOYAmt02613146
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt094704
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt094704
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-15362
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-15362
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0246942
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt02033
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01560
IRS990/OfficeExpensesGrp/TotalAmt01560
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05
IRS990/OtherAssetsTotalGrp/EOYAmt070
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LICENSES AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0180
IRS990/OtherExpensesGrp/TotalAmt0180
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVE BUCHANAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt083825
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0119182
IRS990/PYInvestmentIncomeAmt060917
IRS990/PYOtherExpensesAmt025343
IRS990/PYOtherRevenueAmt0-2319
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2102
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0144525
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0142423
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt062763
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027953
IRS990/SavingsAndTempCashInvstGrp/EOYAmt080869
IRS990ScheduleA/FactsAndCircumstancesTestTxt0OPRY TRUST FUND'S PUBLIC SUPPORT PERCENTAGE OF 25.18% FOR 2017 EXCEEDS THE 10% MINIMUM TO QUALIFY USING FACTS AND CIRCUMSTANCES. SECONDLY, THE OPRY TRUST FUND HAS POLICIES AND PROGRAMS IN PLACE TO ATTRACT NEW PUBLIC SUPPORT ON A CONTINUOUS BASIS. EXAMPLES OF THIS INCLUDE EDUCATION ABOUT THE FUND'S MISSION ON ITS WEBSITE, PERIODIC FUNDRAISING EVENTS THAT PROMOTE AWARENESS OF THE FUND, AND IDENTIFICATION OF THE FUND AS A BENEFICIARY OF MEMORIAL CONTRIBUTIONS IN LIEU OF FLOWERS UPON THE DEATH OF MEMBERS OF THE COUNTRY MUSIC INDUSTRY. AS A RESULT, THE FUND RECEIVES SUPPORT FROM A BROAD CROSS SECTION OF THE COMMUNITY. THIRDLY, THE OPRY TRUST FUND BOARD OF DIRECTORS REPRESENTS THE INTERESTS OF THE CHARITABLE CLASS FOR WHOM THE FUND WAS CREATED (MEMBERS OF THE COUNTRY MUSIC INDUSTRY IN FINANCIAL NEED), RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. LASTLY, THE OPRY TRUST FUND MAINTAINS A DEFINITIVE PROGRAM FOR PROVIDING ASSISTANCE TO INDIVIDUALS ASSOCIATED WITH THE COUNTRY MUSIC INDUSTRY ON A CONTINUOUS BASIS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058447
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt083825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0156956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0108506
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0439652
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046849
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt048707
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt044244
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt030796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt032236
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0202832
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.25180
IRS990ScheduleA/PublicSupportPY170Pct00.22870
IRS990ScheduleA/PublicSupportTotal170Amt0179541
IRS990ScheduleA/SubstantialContributorsTotAmt0260111
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt083825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0156956
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0108506
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031918
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0439652
IRS990ScheduleA/TotalSupportAmt0713043
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt047331
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt023228
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt070559
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0144234
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1197701
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2256969
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3301604
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4228150
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5183240
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6570412
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7174572
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ISHARES RUSSELL MIDCAP ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ISHARES RUSSELL 1000 VALUE ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ISHARES RUSSELL 1000 GROWTH ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc3T. ROWE PRICE INSTITUTIONAL LARGE-CAP GROWTH FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4VANGUARD INSTITUTIONAL INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5DFA INTERNATIONAL CORE EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc6WESTERN ASSET CORE PLUS BOND PORTFOLIO
IRS990ScheduleD/OtherSecuritiesGrp/Desc7DFA U.S. LARGE CAP VALUE PORTFOLIO
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02056882
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt019153
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt019153
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033812
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03153
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03153
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LIVING LEGENDS EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt018975
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt018975
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018450
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-15362
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01232
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01232
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010452
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010452
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt056800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt18655
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt223463
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt36000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASSISTANCE WITH PAYMENT OF MEDICAL BILLS AND OTHER LIVING EXPENSES DUE TO ILLNESS, INJURY, OR SIMILAR SITUATION.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ASSISTANCE WITH FUNERAL EXPENSES.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2ASSISTANCE WITH LIVING EXPENSES DUE TO INABILITY TO WORK.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3ASSISTANCE WITH LIVING EXPENSES DUE TO A NATURAL DISASTER.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt13
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt210
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt31
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE OPRY TRUST FUND MONITORS THE USE OF GRANT FUNDS BY FOLLOWING A DETAILED APPLICATION PROCESS TO DETERMINE ELIGIBILITY OF APPLICANTS FOR FINANCIAL SUPPORT. INDIVIDUALS WHO HAVE BEEN EMPLOYED IN SOME FACET OF THE COUNTRY MUSIC INDUSTRY MAY FILL OUT AN APPLICATION FOR ASSISTANCE. IN ADDITION, THE OPRY TRUST FUND ACCEPTS REFERRALS FROM INDIVIDUALS WITHIN THE COUNTRY MUSIC COMMUNITY. ONCE AN APPLICATION IS FILED, INFORMATION INCLUDED IN THE APPLICATION IS REVIEWED AND CONFIRMED. THE INFORMATION IS THEN SUBMITTED TO THE BENEFICIARY COMMITTEE FOR APPROVAL. UPON APPROVAL, THE RECIPIENT IS NOTIFIED AND PAYMENTS ARE ISSUED IN ACCORDANCE WITH THE NEEDS IDENTIFIED IN THE APPLICATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING 2017 THE BYLAWS WERE AMENDED TO REDUCE THE MINIMUM NUMBER OF MEMBERS OF THE BOARD OF DIRECTORS FROM 8 TO 7. IN ADDITION, THE COMPOSITION OF THE BOARD WAS REVISED TO INCLUDE THE FOLLOWING MEMBERS: THE PRESIDENT OF THE GRAND OLE OPRY AND 2 MEMBERS APPOINTED BY SUCH PERSON, THE GENERAL MANAGER OF WSM RADIO, THE GENERAL MANAGER OF THE GRAND OLE OPRY, AND TWO MEMBERS FROM AMONG THE FEATURED COUNTRY MUSIC ARTISTS CURRENTLY AND REGULARLY APPEARING ON THE GRAND OLE OPRY SHOW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD'S TREASURER AND AUDIT COMMITTEE REVIEW THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OFFICERS AND DIRECTORS SERVE ON A VOLUNTEER BASIS WITHOUT COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AT WWW.GUIDESTAR.ORG. IN ADDITION, FORM 990 IS AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02343330
IRS990/TotalAssetsEOYAmt02640409
IRS990/TotalAssetsGrp/BOYAmt02343330
IRS990/TotalAssetsGrp/EOYAmt02640409
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt058447
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026957
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094918
IRS990/TotalFunctionalExpensesGrp/TotalAmt0121875
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt039889
IRS990/TotalLiabilitiesEOYAmt027263
IRS990/TotalLiabilitiesGrp/BOYAmt039889
IRS990/TotalLiabilitiesGrp/EOYAmt027263
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02303441
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02613146
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt094918
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0126191
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0184638
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02343330
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02640409
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02303441
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02613146
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE GAYLORD DRIVE
IRS990/USAddress/CityNm0NASHVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037214
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.OPRY.COM/TRUSTFUND
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG NAPIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06153166317
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPRY TRUST FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0OPRY
ReturnHeader/Filer/EIN0626063245
ReturnHeader/Filer/PhoneNum06153166317
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE GAYLORD DRIVE
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.71$0.15$4.56$0.40$0.30$0.10
2023Summary only. Only limited summary data is available for this year.$4.16$0.06$4.10$0.19$0.11$0.08
2022Summary only. Only limited summary data is available for this year.$3.65$0.07$3.58$0.14$0.21$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$0.09$4.50$0.32$0.21$0.11
2020Summary only. Only limited summary data is available for this year.$4.23$0.09$4.15$0.54$0.47$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.11$3.98$0.53$0.28$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.05$3.38$1.29$0.21$1.08
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.03$2.61$0.18$0.12$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.04$2.30$0.14$0.14$0.00
2015Summary only. Only limited summary data is available for this year.$2.21$0.03$2.18$0.27$0.18$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.04$2.19$0.25$0.13$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.05$0.03$2.02$0.21$0.22$0.01
2012Summary only. Only limited summary data is available for this year.$1.92$0.05$1.87$0.13$0.17$0.04
2011Summary only. Only limited summary data is available for this year.$1.84$0.04$1.80$0.19$0.20$0.00