Civic Intelligence

Oak Tree Charitable Trust

990PF • Fiscal year 2018 • EIN 81-4858429

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profile
335 Nashville Pike MGallatin, TN 37066

(340) 643-2273

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

44th percentile

-1.0%

Faster asset growth than 44% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-45%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$443,595

Down $4,257 (-1.0%) from 2017

Net Assets

Down

$443,595

Down $4,257 (-1.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin18th percentile

Revenue

Down

$20,272

Down $16,566 (-45%) from 2017

Expenses

Up

$24,529

Up $12,843 (+110%) from 2017

Net Income

Down

-$4,257

Down $29,409 (-117%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$800K$600K$400K$200K$0Assets 2017: $447,852Liabilities 2017: $0Net Assets 2017: $447,8522017Assets 2018: $443,595Liabilities 2018: $0Net Assets 2018: $443,5952018Assets 2019: $432,851Liabilities 2019: $1Net Assets 2019: $432,8512019Assets 2020: $421,109Liabilities 2020: $1Net Assets 2020: $421,1092020Assets 2021: $420,184Liabilities 2021: $1Net Assets 2021: $420,1842021Assets 2022: $415,966Liabilities 2022: $1Net Assets 2022: $415,9662022Assets 2023: $609,372Liabilities 2023: $1,060Net Assets 2023: $608,3122023Assets 2024: $597,057Liabilities 2024: $0Net Assets 2024: $597,0572024

Highlighted filing

2018

Assets$443,595
Liabilities$0
Net Assets$443,595
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $36,838Expenses 2017: $11,686Net Income 2017: $25,1522017Revenue 2018: $20,272Expenses 2018: $24,529Net Income 2018: -$4,2572018Revenue 2019: $21,681Expenses 2019: $32,425Net Income 2019: -$10,7442019Revenue 2020: $20,015Expenses 2020: $31,757Net Income 2020: -$11,7422020Revenue 2021: $21,951Expenses 2021: $22,876Net Income 2021: -$9252021Revenue 2022: $20,918Expenses 2022: $25,136Net Income 2022: -$4,2182022Revenue 2023: $232,672Expenses 2023: $40,267Net Income 2023: $192,4052023Revenue 2024: $33,856Expenses 2024: $45,111Net Income 2024: -$11,2552024

Highlighted filing

2018

Revenue$20,272
Expenses$24,529
Net Income-$4,257
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE E HAYNESChairman-$0--
SARAH E HAYNESTrustee-$0--
KENNETH C HAYNESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Oak Tree Charitable Trust
EIN
81-4858429
Phone
3406432273
Address
335 NASHVILLE PIKE M, GALLATIN, TN 37066

Signing Officer

Name
Michelle E Haynes
Title
Chairman
Phone
3406432273
Signed
2019-05-13

Preparer

Firm
Mcmurray Fox & Associates Pllc
Address
607 COMMONS DR, GALLATIN, TN 37066-6318
Preparer
Ronnie C Fox
Phone
6154528256
Raw XML Appendix312 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0645
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MCMURRAY FOX & ASSOCIATES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0645
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02017-01-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0S/L
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt095000
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt03454
DepreciationSchedule/DepreciationPropertyGrp/LifeRt027.5000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt03454
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt03455
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0RENTAL HOUSE
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt022
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt09939
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt09961
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09961
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0645
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0645
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt017500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt017500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt03454
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt03454
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4257
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt016250
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt016250
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09961
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt09939
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt02857
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt02857
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt018218
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06311
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt024529
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016272
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt020272
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0718
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06311
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07029
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4257
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0443595
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0447852
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0443595
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017402
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017402
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017402
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017502
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0100
IRS990PF/DistributableAmountGrp/TotalTaxAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0100
IRS990PF/FMVAssetsEOYAmt0320000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03519
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02684
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt06909
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0422700
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0419245
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0415791
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0320000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt025088
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt025120
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0447852
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0443595
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0320000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0447852
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0443595
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0447852
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0443595
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0447852
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0443595
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0355374
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt035374
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05331
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0320000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017502
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0350043
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0355374
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHELLE E HAYNES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SARAH E HAYNES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KENNETH C HAYNES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0335 NASHVILLE PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1335 NASHVILLE PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2335 NASHVILLE PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GALLATIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GALLATIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GALLATIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd037066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd137066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd237066
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.007343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.007343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0350043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0343308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt018218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.007343
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt018118
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt018218
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0100
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt018218
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHELLE HAYNES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0335 NASHVILLE PIKE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GALLATIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037066
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06154527500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE APPLICATION WOULD BE IN WRITING EXPLAINING PURPOSE OF ORGANIZATION AND HOW THE MONEY WOULD BE USED. THE ORGANIZATION WOULD SUBMIT PROOF OF THEIR 501(C)(3) STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SARAH E HAYNES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03406432273
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0335 NASHVILLE PIKE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GALLATIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd037066
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RAISING VOTER AWARENESS OF ENV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONSERVE TN NATURAL LANDSCAPES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO INF LAWS FOR CLEAN AIR, WATER ETC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EMPOWER & ENRISH DIVERSE COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROVIDE SUPPORT FOR THE HOMELESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO PROMOTE THE HISTORY OF SUMNER CTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO OFFER THEATRICAL EXP TO CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO CARE FOR THE SICK AND NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TN CONSERVATION VOTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE LAND TRUST FOR TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE SOUTHERN ENVIRONMENTAL LAW CENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE GALLATIN SHALOM ZONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ROOM AT THE INN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SUMNER COUNTY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6NASHVILLE CHILDREN'S THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7THE SALVUS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02021 21ST AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14000 FRANKLIN PK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21033 DEMONBRUEN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3600 SMALL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4705 DREXEL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5183 W MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62040 MIDDLETON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7556 HARTSVILLE PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GALLATIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5GALLATIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7GALLATIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd337066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd437203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd537066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd637210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd737066
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03627
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014591
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017402
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018218
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013775
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014591
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt06909
LandEtcSchedule2/LandEtcGrp/BookValueAmt088091
LandEtcSchedule2/LandEtcGrp/BookValueAmt1327700
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0RENTAL HOUSE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt095000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1327700
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0320000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/Amt053
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt053
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE E HAYNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03406432273
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OAK TREE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0814858429
ReturnHeader/Filer/PhoneNum03406432273
ReturnHeader/Filer/USAddress/AddressLine1Txt0335 NASHVILLE PIKE M
ReturnHeader/Filer/USAddress/CityNm0GALLATIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037066
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A589ECBDEB84C76A06D3ED1E8D16F63276EF7A87
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D903E2D184B6E05C2D36605B43765240A834231F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.69.102.14
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:51:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621765435
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCMURRAY FOX & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0607 COMMONS DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GALLATIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370666318
ReturnHeader/PreparerPersonGrp/PhoneNum06154528256
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONNIE C FOX
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-14T14:51:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$443,595
Liabilities
$0
Net assets
$443,595
Revenue
$20,272
Expenses
$24,529
Net income
-$4,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.34$0.45$0.11
2023Detailed filing. Detailed filing data is available for this year.$6.09$0.01$6.08$2.33$0.40$1.92
2022Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.21$0.25$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.22$0.23$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.20$0.32$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.22$0.32$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.20$0.25$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.37$0.12$0.25