Civic Intelligence

Robert H & Monica M Cole Foundation

990PF • Fiscal year 2013 • EIN 62-6137973

Oct 01, 2012 to Sep 30, 2013 • Filed on Jan 28, 2014

Organization Profile
515 Market St37902-2145
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,729,606

Flat from 2013

Net Assets

$3,729,606

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$355,982

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,795,802Liabilities 2011: $02011Assets 2012: $3,670,990Liabilities 2012: $0Net Assets 2012: $3,670,9902012Assets 2013: $3,729,606Liabilities 2013: $0Net Assets 2013: $3,729,6062013Assets 2013: $3,729,606Liabilities 2013: $12013Assets 2014: $3,635,813Liabilities 2014: $0Net Assets 2014: $3,635,8132014Assets 2015: $3,522,734Liabilities 2015: $0Net Assets 2015: $3,522,7342015Assets 2017: $3,248,523Liabilities 2017: $0Net Assets 2017: $3,248,5232017Assets 2018: $3,121,993Liabilities 2018: $0Net Assets 2018: $3,121,9932018Assets 2019: $3,406,129Liabilities 2019: $0Net Assets 2019: $3,406,1292019Assets 2020: $3,184,612Liabilities 2020: $0Net Assets 2020: $3,184,6122020Assets 2021: $3,091,840Liabilities 2021: $0Net Assets 2021: $3,091,8402021Assets 2022: $3,034,840Liabilities 2022: $0Net Assets 2022: $3,034,8402022Assets 2023: $3,036,546Liabilities 2023: $0Net Assets 2023: $3,036,5462023Assets 2024: $2,906,183Liabilities 2024: $0Net Assets 2024: $2,906,1832024Assets 2025: $2,770,781Liabilities 2025: $0Net Assets 2025: $2,770,7812025

Highlighted filing

2013

Assets$3,729,606
Liabilities$0
Net Assets$3,729,606
Open 2013 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $300,902Expenses 2011: $338,247Net Income 2011: -$37,3452011Expenses 2012: $345,2462012Expenses 2013: $355,9822013Revenue 2013: $414,598Expenses 2013: $355,982Net Income 2013: $58,6162013Revenue 2014: $311,977Expenses 2014: $405,770Net Income 2014: -$93,7932014Revenue 2015: $278,890Expenses 2015: $391,969Net Income 2015: -$113,0792015Revenue 2017: $309,279Expenses 2017: $406,759Net Income 2017: -$97,4802017Revenue 2018: $338,574Expenses 2018: $464,009Net Income 2018: -$125,4352018Revenue 2019: $683,901Expenses 2019: $400,730Net Income 2019: $283,1712019Revenue 2020: $210,557Expenses 2020: $432,329Net Income 2020: -$221,7722020Revenue 2021: $284,400Expenses 2021: $374,165Net Income 2021: -$89,7652021Revenue 2022: $345,431Expenses 2022: $405,429Net Income 2022: -$59,9982022Revenue 2023: $412,519Expenses 2023: $410,644Net Income 2023: $1,8752023Revenue 2024: $260,785Expenses 2024: $391,316Net Income 2024: -$130,5312024Revenue 2025: $301,318Expenses 2025: $435,832Net Income 2025: -$134,5142025

Highlighted filing

2013

Revenue-
Expenses$355,982
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Jan 28, 2014
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH C PAGEDirector-$12,000-$12,000
COLE MCKENRY JOHNSONDirector-$12,000-$12,000
JAMES R MCKENRYJRDirector-$12,000-$12,000
MARGARET MCKENRY-NASHDirector-$12,000-$12,000
WILLIAM W DAVIS JRDirector-$12,000-$12,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF TENNESSEE MEDICAL CTRCHARITABLE DONATION-KNOXVILLE, TN, US$85,000
Paid GrantKNOXVILLE OPERA COMPANYCHARITABLE DONATION-KNOXVILLE, TN, US$35,000
Paid GrantNORTHERN PIEDMONT COMMUNITY FOUNDATCHARITABLE DONATION-WARRENTON, VA, US$30,000
Paid GrantTHE PHILADELPHIANSCHARITABLE DONATION-KNOXVILLE, TN, US$20,000
Paid GrantBLUE RIDGE SCHOOLCHARITABLE DONATION-ST GEORGE, VA, US$16,500
Paid GrantFRANK H MCCLUNG MUSEUMCHARITABLE DONATION-KNOXVILLE, TN, US$5,000
Paid GrantUNIVERSITY OF TENNESSEE ATHLETIC DECHARITABLE DONATION-KNOXVILLE, TN, US$5,000
Paid GrantSTEPS HOUSECHARITABLE DONATION-KNOXVILLE, TN, US$5,000
Paid GrantAMERICAN SOCIETY ORDER OF ST JOHNCHARITABLE DONATION-WASHINGTON, DC, US$5,000
Paid GrantSAVE VENICE INCCHARITABLE DONATION-NEW YORK, NY, US$5,000
Paid GrantCHILD CARE AND LEARNING CENTERCHARITABLE DONATION-WASHINGTON, VA, US$4,000
Paid GrantLANDMARK SCHOOLCHARITABLE DONATION-PRIDES CROSSING, MA, US$3,000
Paid GrantSCARBOROUGH LAND TRUSTCHARITABLE DONATION-SCARBOROUGH, ME, US$3,000
Paid GrantST PAUL'S EPISCOPAL CHURCHCHARITABLE DONATION-DELRAY BEACH, FL, US$3,000
Paid GrantAFRIKA TIKKUN USA INCCHARITABLE DONATION-NEW YORK, NY, US$3,000
Paid GrantPILGRAMS OF THE UNITED STATESCHARITABLE DONATION-NEW YORK, NY, US$3,000
Paid GrantST SIMONS BY THE SEA CHURCHCHARITABLE DONATION-VIRGINIA BEACH, VA, US$2,500
Paid GrantPRESERVATION FDN OF PALM BEACHCHARITABLE DONATION-PALM BEACH, FL, US$2,400
Paid GrantMAESSRCHARITABLE DONATION-RICHMOND, VA, US$2,000
Paid GrantNEW CANAAN FIRE COMPANYCHARITABLE DONATION-NEW CANAAN, CT, US$2,000
Paid GrantAMERICAN FRIENDS OF BLERANCOURTCHARITABLE DONATION-NEW YORK, NY, US$2,000
Paid GrantNORTHERN PIEDMONT COMM FDNCHARITABLE DONATION-WARRENTON, VA, US$2,000
Paid Grant101 EAST 69TH ST CONSERVANCYCHARITABLE DONATION-NEW YORK, NY, US$2,000
Paid GrantOLD GRAY CEMETERYCHARITABLE DONATION-KNOXVILLE, TN, US$1,500
Paid GrantPROUTS NECK ASSOCIATIONCHARITABLE DONATION-SCARBOROUGH, ME, US$1,500
Paid GrantSOCIETY OF COLONIAL WARS NYCHARITABLE DONATION-NEW YORK, NY, US$1,300
Paid GrantMETROPOLITAN OPERA ASSOCIATIONCHARITABLE DONATION-NEW YORK, NY, US$1,300
Paid GrantTRUST HOUSECHARITABLE DONATION-ROANOKE, VA, US$1,000
Paid GrantVIRGINIA INTERMONT COLLEGECHARITABLE DONATION-BRISTOL, VA, US$1,000
Paid GrantAMERICAN FOUNDATION FOR SUICIDE PRECHARITABLE DONATION-NEW YORK, NY, US$1,000
Paid GrantPUPPIES BEHIND BARSCHARITABLE DONATION-NEW YORK, NY, US$1,000
Paid GrantNEW YORK HORTICULTURAL SOCIETYCHARITABLE DONATION-NEW YORK, NY, US$1,000
Paid GrantFRENCH HERITAGE FOUNDATIONCHARITABLE DONATION-NEW YORK, NY, US$1,000
Paid GrantNYPWCMCCHARITABLE DONATION-NEW YORK, NY, US$1,000
Paid GrantSOCIETY OF MAYFLOWER DESCENDANTSCHARITABLE DEDUCTION-NEW YORK, NY, US$1,000
Paid GrantFRENCH HERITAGE SOCIETY PALM BEACHCHARITABLE DONATION-NEW YORK, NY, US$1,000
Filing and Contact Details

Filer

EIN
62-6137973
Raw XML AppendixShowing 400 of 686 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/AccountingFees/Amount01825
AccountingFeesSchedule/AccountingFees/Category0TAX AND INFORMATION RETURN PREP
CompensationExplanation/Compensation/PersonName0SARAH C PAGE
CompensationExplanation/Compensation/PersonName1COLE MCKENRY JOHNSON
CompensationExplanation/Compensation/PersonName2JAMES R MCKENRYJR
CompensationExplanation/Compensation/PersonName3MARGARET MCKENRY-NASH
CompensationExplanation/Compensation/PersonName4WILLIAM W DAVIS JR
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0715965
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0759845
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01929719
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV03405496
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOther/BookValue075428
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0CERTIFICATE OF DEPOSIT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1MUTUAL FUNDS - FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV075428
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02006-03-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-09-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22003-08-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired31998-08-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42003-08-07
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired61985-12-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired71994-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired81996-01-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired91998-08-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102004-03-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112003-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122003-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132002-03-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired141994-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152002-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162009-06-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-06-24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22013-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-10-04
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-10-04
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162013-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0500 SHARES AGL RESOURCES INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19587.728 SHARES VANGUARD TOTAL BOND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2500 SHARES AUTOMADIC DATA PROCESSING
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31000 SHARES INTEL CORP
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset950 SHARES HOME DEPOT
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset111000 SHARES PEPSICO INC
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14750 SHARES PROCTER & GAMBLE CO
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1452049
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1528869
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03729606
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03670990
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03729606
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0242625
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0242625
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0242625
IRS990PF/DistributableAmount/MinimumInvestmentReturn0249356
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome06731
IRS990PF/DistributableAmount/TotalTax06731
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01728
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax06731
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome06731
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue05003
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01728
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY05248083
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets05063070
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances085358
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities04977712
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable075946
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0249356
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets04987124
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets05063070
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition41.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation012000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation112000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation212000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation312000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation412000
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SARAH C PAGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1COLE MCKENRY JOHNSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JAMES R MCKENRYJR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3MARGARET MCKENRY-NASH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4WILLIAM W DAVIS JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10969 PARK AVENUE PENTHOUSE C
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11617 RED OAK MOUNTAIN ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12130 WEST 57TH STREET 5E
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine134021 SHALLOW BROOK LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine143109 KELLER BEND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WOODVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3OLNEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4KNOXVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4TN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode010028
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode122749
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode210019
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode320832
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode437922
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0313744
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0310379
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.062236
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.050764
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.053376
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.064025
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.079909
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.063106
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets04987124
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear104747430
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear204768060
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear304644781
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear404232595
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear505524412
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome03365
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0260000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10241000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20254500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30297380
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40338221
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50348626
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.311180
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0260000
IRS990PF/QualifyingDistributions/ExpensesAndContributions0260000
IRS990PF/QualifyingDistributions/QualifyingDistributions0260000
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber04
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber18
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0THE SOLE PURPOSE OF THE FOUNDATION IS TO PRODUCE REVENUE
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1FROM THE CORPUS ASSETS IN ORDER TO PROVIDE CONTRIBUTIONS GIFTS AND GRANTS TO CHARITIES. THE DIVIDENDS AND INTEREST GAINED FROM THESE ASSETS ARE USED FOR THIS PURPOSE AND TO AID IN THE PAYMENT OF ADMINISTRATIVE EXPENSES.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0HOME FEDERAL TRUST DEPT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08655443912
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10515 MARKET STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0KNOXVILLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0379022145
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO PRESCRIBED FORMAT, SHOULD INCLUDE DESCRIPTION OF ORGANIZATION, GROUP, OR PERSONS TO WHOM DISTRIBUTIONS ARE MADE, NAME AND TELEPHONE NUMBER OF CONTACT PERSON.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ROBERT PAGE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10HOME FEDERAL TRUST DEPT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine20515 MARKET ST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0KNOXVILLE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode037902
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NO DISTRIBUTIONS ARE MADE TO POLITICAL GROUPS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE: FOUNDATION MAKES DISTRIBUTIONS EACH NOVEMBER.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount020000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount135000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount630000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount916500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1085000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount112000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount123000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount131000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount141500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount152500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount161000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount172000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount183000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount191000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount201000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount213000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount221300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount232000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount245000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount252400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount262000

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,729,606
Liabilities
$0
Net assets
$3,729,606
Revenue
-
Expenses
$355,982
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.30$0.44$0.13
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.26$0.39$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.41$0.41$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.35$0.41$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.28$0.37$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.21$0.43$0.22
2019Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.68$0.40$0.28
2018Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.34$0.46$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.31$0.41$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.28$0.39$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.31$0.41$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.36
2013Summary only. Only limited summary data is available for this year.$3.73$0.00$0.41$0.36$0.06
2012Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.35
2011Summary only. Only limited summary data is available for this year.$3.80$0.00$0.30$0.34$0.04