Civic Intelligence

Opry Trust Fund Inc

990 • Fiscal year 2019 • EIN 62-6063245

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization ProfileWWW.OPRY.COM/TRUSTFUND
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

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.21x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

79th percentile

19%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$4,097,073

Up $661,448 (+19%) from 2018

Net Assets

Up

$3,984,058

Up $601,383 (+18%) from 2018

Liabilities

Up

$113,015

Up $60,065 (+113%) from 2018

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin91st percentile

Revenue

Down

$534,519

Down $755,043 (-59%) from 2018

Expenses

Up

$280,441

Up $67,971 (+32%) from 2018

Net Income

Down

$254,078

Down $823,014 (-76%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

2019

Assets$4,097,073
Liabilities$113,015
Net Assets$3,984,058
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

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

2019

Revenue$534,519
Expenses$280,441
Net Income$254,078
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$1,798,449
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$2,859,263$3,312,981▲ $453,718
Investments in Publicly Traded Securities$462,434$667,557▲ $205,123
Savings and Temporary Cash Investments$92,560$78,610▼ $13,950
Accounts Receivable-$25,250-
Loans From Officers Directors-$23,750-
Cash and Non-Interest-Bearing Accounts$11,107$12,597▲ $1,490
Receivable From Disqualified Prsn$10,082--
Total Assets$3,435,625$4,097,073▲ $661,448
Other Assets Total$179$78▼ $101
Liabilities
Grants Payable$45,694$80,509▲ $34,815
Accounts Payable and Accrued Expenses$7,256$8,626▲ $1,370
Other Liabilities-$130-
Total Liabilities$52,950$113,015▲ $60,065
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,382,675$3,984,058▲ $601,383
Total Net Assets Fund Balance$3,382,675$3,984,058▲ $601,383
Total Liabilities and Net Assets / Fund Balance$3,435,625$4,097,073▲ $661,448

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$677,936--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Sally WilliamsFormer President
Scott BaileyPresident
Craig NapierVice President & Treasurer
Charlie DanielsDirector
Chris KulickDirector
Jeannie SeelyDirector
John ZarlingDirector
Caroline JonesAsst. Secretary
Todd SiefertAsst. Treasurer
Scott LynnSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$154,024
Program Service Revenue
$0
Investment Income
$394,732
Other Revenue
$-14,237
All Other Contributions
$89,024
Change in Net Assets
$254,078

Audited Revenue Reconciliation

Revenue per Audited Statements
$499,974
Revenue Not Reported on Financial Statements
$34,545
Revenue Not Reported on Form 990
$377,665
Total Revenue per Audited Statements
$877,639
Total Revenue per Form 990
$534,519
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$221,254
Other Expenses$59,187
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$221,254--$221,254
Fees for Service Investment Mgmnt Fees-$34,545-$34,545
Fees for Services Accounting-$22,601-$22,601
Office Expenses-$1,101-$1,101
Other Expenses-$310-$310
Total Functional Expenses$221,254$59,187$0$280,441

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$280,441
Total Expenses per Audited Statements$276,256
Expenses per Audited Statements$245,896
Expenses Not Reported on Financial Statements$34,545
Expenses Not Reported on Form 990$30,360
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$38,987
Fundraising Gross Income$20,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Living Legends Event$85,500$20,500$1,109$19,391
Total Events$85,500$20,500$38,987$-18,487
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$23,750-
Receivables from Disqualified Persons$10,082--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
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 2019, the bylaws were amended to change the composition of the board of directors. As revised, the board of directors must always be composed of four employees of (or employees of an affiliate of) the grand ole opry or wsm radio, at least two of whom have substantial involvement in, or oversight of, the business and operations of the grand ole opry or wsm radio; one member who is a music industry professional; 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
2020-11-09
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Fmc Cpas Pllc
Address
3100 WEST END AVENUE STE 700, NASHVILLE, TN 37203
Preparer
Tedra K Armstrong CPA
Phone
6152923011
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The opry trust fund has an audit committee that assumes responsibility for selection of the independent accountant and oversight of the annual audit.”

Raw XML AppendixShowing 400 of 478 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/BOYAmt07256
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08626
IRS990/AccountsReceivableGrp/EOYAmt025250
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/AllOtherContributionsAmt089024
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0NICOLE GUIDRY
IRS990/BooksInCareOfDetail/PhoneNum06153166174
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE GAYLORD DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037214
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt011107
IRS990/CashNonInterestBearingGrp/EOYAmt012597
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt065000
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0154024
IRS990/CYGrantsAndSimilarPaidAmt0221254
IRS990/CYInvestmentIncomeAmt0394732
IRS990/CYOtherExpensesAmt059187
IRS990/CYOtherRevenueAmt0-14237
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0254078
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0280441
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0534519
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/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0221254
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt022601
IRS990/FeesForServicesAccountingGrp/TotalAmt022601
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt034545
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt034545
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/AverageHoursPerWeekRt90.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm1CRAIG NAPIER
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTT LYNN
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLIE DANIELS
IRS990/Form990PartVIISectionAGrp/PersonNm4JEANNIE SEELY
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN ZARLING
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS KULICK
IRS990/Form990PartVIISectionAGrp/PersonNm7SALLY WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm8TODD SIEFERT
IRS990/Form990PartVIISectionAGrp/PersonNm9CAROLINE 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/ReportableCompFromOrgAmt90
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/ReportableCompFromRltdOrgAmt90
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/TitleTxt7FORMER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASST. TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASST. SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt065000
IRS990/FundraisingDirectExpensesAmt038987
IRS990/FundraisingGrossIncomeAmt020500
IRS990/GainOrLossGrp/SecuritiesAmt0313302
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0221254
IRS990/GrantsPayableGrp/BOYAmt045694
IRS990/GrantsPayableGrp/EOYAmt080509
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0221254
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0221254
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01538245
IRS990/GrossReceiptsAmt01798449
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt081430
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt081430
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02859263
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03312981
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0462434
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0667557
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01224943
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt023750
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/NetAssetsOrFundBalancesBOYAmt03382675
IRS990/NetAssetsOrFundBalancesEOYAmt03984058
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0313302
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0313302
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-18487
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-18487
IRS990/NetUnrelatedBusTxblIncmAmt03250
IRS990/NetUnrlzdGainsLossesInvstAmt0347305
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03382675
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03984058
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt05000
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01101
IRS990/OfficeExpensesGrp/TotalAmt01101
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0179
IRS990/OtherAssetsTotalGrp/EOYAmt078
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS INCO
IRS990/OtherExpensesGrp/Desc1LICENSES AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0630
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1310
IRS990/OtherExpensesGrp/TotalAmt0630
IRS990/OtherExpensesGrp/TotalAmt1310
IRS990/OtherLiabilitiesGrp/EOYAmt0130
IRS990/OtherRevenueMiscGrp/BusinessCd0515100
IRS990/OtherRevenueMiscGrp/Desc0MISC. REVENUE-UNRELATED-990
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04250
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt04250
IRS990/OtherRevenueTotalAmt04250
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SCOTT BAILEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01099756
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0177108
IRS990/PYInvestmentIncomeAmt0122057
IRS990/PYOtherExpensesAmt035362
IRS990/PYOtherRevenueAmt067749
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01077092
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0212470
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01289562
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt010082
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0254078
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt092560
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078610
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: ANONYMOUS CASH CONTRIBUTION DATE: 01/02/18 AMOUNT: 1000000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0154024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt099756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058447
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt083825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0156956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0553008
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt081430
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt071989
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt046849
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt048707
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt044244
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0293219
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37760
IRS990ScheduleA/PublicSupportPY170Pct00.28850
IRS990ScheduleA/PublicSupportTotal170Amt0345102
IRS990ScheduleA/SubstantialContributorsTotAmt0207906
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0154024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt099756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt083825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0156956
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0553008
IRS990ScheduleA/TotalSupportAmt0913976
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt067749
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt067749
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt030360
IRS990ScheduleD/DonatedServicesUseFcltsAmt030360
IRS990ScheduleD/ExpensesNotReportedAmt030360
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt034545
IRS990ScheduleD/ExpensesSubtotalAmt0245896
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt0130
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt034545
IRS990ScheduleD/InvestmentExpensesNotIncldAmt034545
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0347305
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0236095
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1298582
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2767406
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3311056
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4502777
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5289054
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6230075
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7677936
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ISHARES RUSSELL MIDCAP ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc1T. ROWE PRICE INSTITUTIONAL LARGE-CAP GROWTH FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2VANGUARD INSTITUTIONAL INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3EDGEWOOD GROWTH FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4VANGUARD RUSSELL 1000 VALUE INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5DOUBLELINE TOTAL RETURN BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc6LORD ABBETT SHORT DURATION INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc7WESTERN ASSET CORE PLUS BOND 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/RevenueNotReportedAmt0377665
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt034545
IRS990ScheduleD/RevenueSubtotalAmt0499974
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03312981
IRS990ScheduleD/TotalExpensesPerForm990Amt0280441
IRS990ScheduleD/TotalLiabilityAmt0130
IRS990ScheduleD/TotalRevenuePerForm990Amt0534519
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0877639
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0276256
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt065000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt065000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038987
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LIVING LEGENDS EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt023074
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt023074
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt085500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt085500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020500
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-18487
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01109
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01109
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt013804
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013804
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0209901
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt111353
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASSISTANCE WITH PAYMENT OF MEDICAL BILLS AND OTHER LIVING EXPENSES DUE TO ILLNESS, INJURY, OR INABILITY TO WORK.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ASSISTANCE WITH FUNERAL EXPENSES.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt043
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
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
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt023750
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0RYMAN HOSPITALITY PROPERTIES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FULFILL CONTRACTUAL OBLIGATIONS WITH UNRELATED PARTIES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt023750
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0SUBSTANTIAL CONTRIBUTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt023750
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING 2019, THE BYLAWS WERE AMENDED TO CHANGE THE COMPOSITION OF THE BOARD OF DIRECTORS. AS REVISED, THE BOARD OF DIRECTORS MUST ALWAYS BE COMPOSED OF FOUR EMPLOYEES OF (OR EMPLOYEES OF AN AFFILIATE OF) THE GRAND OLE OPRY OR WSM RADIO, AT LEAST TWO OF WHOM HAVE SUBSTANTIAL INVOLVEMENT IN, OR OVERSIGHT OF, THE BUSINESS AND OPERATIONS OF THE GRAND OLE OPRY OR WSM RADIO; ONE MEMBER WHO IS A MUSIC INDUSTRY PROFESSIONAL; 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/ExplanationTxt5THE OPRY TRUST FUND HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR SELECTION OF THE INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE ANNUAL AUDIT.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,097,073
Liabilities
$113,015
Net assets
$3,984,058
Revenue
$534,519
Expenses
$280,441
Net income
$254,078
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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