Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
THE WEST END HOME FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)109 KENNER AVE SUITE 202   Room/suite
City or town, state, and ZIP code
NASHVILLE, TN37205
A Employer identification number

62-0516508
B Telephone number (see page 10 of the instructions)

(615) 383-1395
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$36,283,869J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 300
2 Check bullet
3 Interest on savings and temporary cash investments 534 534 534
4 Dividends and interest from securities...... 699,008 699,008 699,008
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 4,872,067
b Gross sales price for all assets on line 6a 6,879,726
7 Capital gain net income (from Part IV, line 2)... 874,652
8 Net short-term capital gain......... 120,130
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 43,061   43,061
12 Total. Add lines 1 through 11........ 5,614,970 1,574,194 862,733
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 96,963     96,963
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 369     369
b Accounting fees (attach schedule)....... Click to see attachment 21,400     21,400
c Other professional fees (attach schedule).... Click to see attachment 191,631 191,631 191,631  
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion... Click to see attachment 33,655    
20 Occupancy.............. 38,181     38,181
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 341,765     337,186
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 723,964 191,631 191,631 494,099
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 723,964 191,631 191,631 494,099
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,891,006
b Net investment income (if negative, enter -0-) 1,382,563
c Adjusted net income (if negative, enter -0-)... 671,102
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 1,187,767 2,340,130 2,340,130
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   286    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........   1,950 1,950
10a Investments—U.S. and state government obligations (attach schedule) 24,145,193 26,484,350 26,484,350
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........ 7,003,003 Click to see attachment7,410,373 7,410,373
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet43,202
Less: accumulated depreciation (attach schedule) bullet32,465 1,008,851 Click to see attachment10,737  
15 Other assets (describe bullet) Click to see attachment73,216 Click to see attachment47,066 Click to see attachment47,066
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,418,316 36,294,606 36,283,869
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment64,858 Click to see attachment46,587
23 Total liabilities (add lines 17 through 22).......... 64,858 46,587
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 32,731,691 35,649,314
25 Temporarily restricted................ 511,767 488,705
26 Permanently restricted................ 110,000 110,000
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 33,353,458 36,248,019
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 33,418,316 36,294,606
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 33,353,458
2 Enter amount from Part I, line 27a..................... 2 4,891,006
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 38,244,464
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,996,445
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 36,248,019
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a HIRTLE, CALLAGHAN ST GAINS P 2010-03-17 2011-03-16
b VANGUARD - CAP GAIN DISTRIBUTION P 2011-01-01 2011-12-31
c HIRTLE, CALLAGHAN ST DISTRIBUTION P 2011-01-01 2011-12-19
d HIRTLE, CALLAGHAN LT GAINS P 2008-07-18 2011-06-02
e VANGUARD - CAP GAIN DISTRIBUTION P 2010-12-30 2011-12-31
HIRTLE, CALLAGHAN LT DISTRIBUTIONS P 2010-12-01 2011-12-19
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 192,995   176,075 16,920
b 752     752
c 102,458     102,458
d 1,039,809   824,579 215,230
e 4,850     4,850
534,442     534,442
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       16,920
b       752
c       102,458
d       215,230
e       4,850
      534,442
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 874,652
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3 120,130
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 1,014,257 29,742,123 0.034102
2009 2,088,401 27,439,957 0.076108
2008 1,883,070 31,888,665 0.059051
2007 1,831,661 38,024,276 0.048171
2006 1,897,885 36,380,061 0.052168
2 Total of line 1, column (d) ...................... 2 0.269600
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.053920
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 33,212,904
5 Multiply line 4 by line 3....................... 5 1,790,840
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 13,826
7 Add lines 5 and 6......................... 7 1,804,666
8 Enter qualifying distributions from Part XII, line 4.............. 8 494,099
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 27,651
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 27,651
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 27,651
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 80,809
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 80,809
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 53,158
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet53,158 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletTN
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDRAKE CALTON Telephone no.bullet (615) 383-1395
    Located atbullet109 KENNER AVENUE SUITE 202NASHVILLETN ZIP+4bullet37205
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    MILBREY ANDREWSClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    208 JACKSON BLVD
    NASHVILLE,TN37205
    DRAKE CALTONClick to see attachment TREASURER
    10.00     		0 0 0
    2511-B RICHLAND AVE
    NASHVILLE,TN37205
    BARBARA CANNONClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    332 LYNWOOD BLVD
    NASHVILLE,TN37205
    PATRICIA COLTONClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    501 LYNWOOD BLVD
    NASHVILLE,TN37205
    JANE DELONYClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    500 ELMINGTON AVE 405
    NASHVILLE,TN37205
    JEAN FARRISClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    102 THE COMMONS DR
    NASHVILLE,TN37215
    FRAN HARDCASTLEClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    4429 SHEPPARD PL
    NASHVILLE,TN37205
    COURTNEY HOLLINSClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    2525 WEST END AVE 1500
    NASHVILLE,TN37203
    MARY HERBERT KELLYClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    3811 RICHLAND AVE
    NASHVILLE,TN37205
    EMMIE MCDONALDClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    414 ELLENDALE AVE
    NASHVILLE,TN37205
    LYNN MCDONALDClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    1000 OMAN DR
    BRENTWOOD,TN37027
    ANNE MORGANClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    200 EVELYN AVE
    NASHVILLE,TN37205
    CAROLE NELSONClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    1305 CHICKERING RD
    NASHVILLE,TN37215
    JEAN WARD OLDFIELDClick to see attachment SECRETARY
    2.00     		0 0 0
    213 BURLINGTON PL
    NASHVILLE,TN37215
    CAMMIE RASHClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    868 S CURTISWOOD
    NASHVILLE,TN37204
    MARTI ROSENBERGClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    219 LAUDERDALE RD
    NASHVILLE,TN37205
    GRAY THORNBURGClick to see attachment PRESIDENT
    10.00     		0 0 0
    229 DEER PARK DR
    NASHVILLE,TN37205
    EMILY TIDWELLClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    905 WESTVIEW AVE
    NASHVILLE,TN37205
    GAYLE VANCEClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    160 CHARLESTON PK
    NASHVILLE,TN37205
    LUANNE WALTEMATHClick to see attachment BOARD MEMBER
    1.00     		0 0 0
    4401 SUNNYBROOK DR
    NASHVILLE,TN37205
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE WEST END HOME FOUNDATION OPERATES BY PROVIDING CARE FOR ELDERLY LADIES AT A LOCAL NURSING HOME WHO HAVE LIMITED MEANS OF SUPPORT AND FEEL THEY SHOULD NOT LIVE ALONE. 494,099
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    31,272,204
    b
    Average of monthly cash balances.......................
    1b
    2,446,480
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    33,718,684
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    33,718,684
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    505,780
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    33,212,904
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,660,645
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
     
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
     
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    494,099
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    494,099
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    494,099
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 494,099
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount.....  
    e Remaining amount distributed out of corpus 494,099
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 494,099
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
    1998-09-16
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
    671,102 544,980 525,509 607,054 2,348,645
    b 85% of line 2a ......... 570,437 463,233 446,683 515,996 1,996,349
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		494,099 1,014,257 2,093,656 1,889,138 5,491,150
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		  504,000   170,000 674,000
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		494,099 510,257 2,093,656 1,719,138 4,817,150
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		1,107,097 991,404 914,665 1,062,955 4,076,121
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    MILBREY ANDREWS
    109 KENNER AVENUE SUITE 202
    NASHVILLE,TN37205
    (615) 327-3875
    bThe form in which applications should be submitted and information and materials they should include:
    SEE LINE 2A.
    cAny submission deadlines:
    SEE LINE 2A.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE LINE 2A.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a  
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aRESIDENT BEQUESTS         24,876
    bRESIDENT INCOME         17,770
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 534  
    4 Dividends and interest from securities....     14 699,008  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory         4,872,067
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aCLASS ACTION SUITS     1 415  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   699,957 4,914,713
    13Total. Add line 12, columns (b), (d), and (e)..................
    135,614,670
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    1A REPRESENTS DECEASED LADIES REMAINING MONIES WHICH ARE
    1A LEFT TO THE HOME.
    1B REPRESENTS 1/2 OF THE LADIES RETIREMENT BENEFITS WHICH
    1B ALSO SUPPORTS FACILITY OPERATIONS.
    8 REPRESENTS SALE OF BUILDING, LAND, AND OTHER ASSETS.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANNIS & ASSOCIATES, PC 21,400     21,400

    TY 2011 CompensationExplanation
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Person Name Explanation
    MILBREY ANDREWS  
    DRAKE CALTON  
    BARBARA CANNON  
    PATRICIA COLTON  
    JANE DELONY  
    JEAN FARRIS  
    FRAN HARDCASTLE  
    COURTNEY HOLLINS  
    MARY HERBERT KELLY  
    EMMIE MCDONALD  
    LYNN MCDONALD  
    ANNE MORGAN  
    CAROLE NELSON  
    JEAN WARD OLDFIELD  
    CAMMIE RASH  
    MARTI ROSENBERG  
    GRAY THORNBURG  
    EMILY TIDWELL  
    GAYLE VANCE  
    LUANNE WALTEMATH  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2011 DepreciationSchedule
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BUILDING 1984-06-01 1,707,000 1,027,899 S/L 40.0000 25,605      
    BUILDING CHANGES - HAYES 1984-03-01 1,935 1,742 S/L 40.0000        
    LIGHT FIXTURES - BRAID 1984-04-01 403 403 S/L 10.0000        
    LIGHT FIXTURES - BRAID 1984-05-01 411 411 S/L 10.0000        
    MARBLE HEARTH 1984-06-01 400 360 S/L 10.0000        
    LIGHT FIXTURES - BRAID 1984-07-01 460 460 S/L 10.0000        
    ARCHITECT - YEARWOOOD & JOHNSON 1984-07-01 3,640 3,276 S/L 10.0000        
    BRICKWORK & WALKS 1984-08-01 22,690 20,421 S/L 10.0000        
    IRONWORK 1984-08-01 249 236 S/L 10.0000        
    IRONWORK 1984-10-01 1,720 1,634 S/L 10.0000        
    IRONWORK 1984-12-01 935 888 S/L 10.0000        
    WINDOW COVERING 1984-03-01 750 750 S/L 10.0000        
    STORAGE UNITS 1987-01-31 1,100 1,045 S/L 10.0000        
    2 - VACUUM CLEANERS 1988-12-31 365 347 S/L 10.0000        
    WATER COOLER 1990-04-30 1,034 1,034 S/L 5.0000        
    FLOOR MACHINE 1990-05-31 825 825 S/L 5.0000        
    LADDER 1991-02-28 132 132 S/L 7.0000        
    AIR CONDITIONER-UPSTAIRS HALLWAY 1991-08-31 936 936 S/L 7.0000        
    2 ORIENTAL RUGS 1992-03-31 4,999 4,999 S/L 7.0000        
    OFFICE, FOYER, ETC. 1996-04-30 5,215 5,215 S/L 10.0000        
    CARPET 1996-05-06 1,083 1,083 S/L 10.0000        
    PATIO IRON RAILINGS 1985-02-21 238 226 S/L 10.0000        
    BUILDING CHANGES 1985-03-28 7,055 6,350 S/L 10.0000        
    LIGHT & TV CAMERA 1985-05-08 378 359 S/L 10.0000        
    FOUNTAIN 1986-08-31 3,157 2,999 S/L 10.0000        
    DOOR FRAME 1987-11-30 51 51 S/L 10.0000        
    DOOR - MEDICINE ROOM 1987-06-30 136 122 S/L 10.0000        
    CABINET - NURSE'S STATION 1987-10-31 2,955 2,659 S/L 10.0000        
    IRON RAILING - SIDEWALKS 1988-08-15 1,260 1,260 S/L 10.0000        
    SHUTTERS 1988-03-31 318 318 S/L 10.0000        
    LINO FLOOR-HCC BATH 1991-04-30 349 349 S/L 10.0000        
    ADD ON ROOM (OFF KITCHEN) 1992-05-31 1,321 767 S/L 32.0000 28      
    AWNING FOR HEALTH CARE CENTER 1994-11-17 1,260 1,260 S/L 10.0000        
    GUEST ROOM 1995-04-30 2,963 2,963 S/L 10.0000        
    SHEERS 1984-04-01 2,200 2,200 S/L 10.0000        
    SHEERS 1984-05-01 2,022 2,022 S/L 10.0000        
    SHADES 1984-05-01 747 747 S/L 10.0000        
    FURNITURE - BRADFORD'S 1984-11-01 11,783 10,604 S/L 10.0000        
    SHADES & SHEERS 1984-12-01 527 527 S/L 10.0000        
    SHELVING 1985-01-01 223 223 S/L 10.0000        
    2 DESKS 1985-02-21 175 158 S/L 10.0000        
    SHEERS 1985-03-22 93 93 S/L 10.0000        
    SHEERS 1985-05-16 112 112 S/L 10.0000        
    URN STANDS 1985-05-30 323 291 S/L 10.0000        
    FLOOR LAMP 1987-01-31 145 145 S/L 10.0000        
    TOOL BOX 1987-08-31 100 100 S/L 10.0000        
    FILE CABINET 1988-05-31 180 180 S/L 10.0000        
    2 - PAINTINGS 1988-12-31 300 300 S/L 10.0000        
    DINING ROOM CHAIRS 1989-04-30 8,013 8,013 S/L 10.0000        
    2 CHAIRS - REUPHOLSTERED 1989-12-01 1,260 1,260 S/L 10.0000        
    BLINDS,ETC. 1989-10-18 1,314 1,314 S/L 10.0000        
    CARPET & DRAPERIES 1989-11-15 2,964 2,964 S/L 10.0000        
    FURNITURE 1990-01-31 4,188 4,188 S/L 7.0000        
    FURNITURE 1990-06-30 167 167 S/L 7.0000        
    FURNITURE 1990-06-30 879 879 S/L 5.0000        
    FURNITURE 1990-08-31 367 367 S/L 7.0000        
    URN 1991-12-31 1,660 1,660 S/L 7.0000        
    4 PICTURES 1991-05-31 125 125 S/L 7.0000        
    BEN PAGE - VARIOUS 1984-04-01 735 735 S/L 10.0000        
    TRITSCHLER'S NURSERY - VARIOUS 1984-05-01 475 475 S/L 10.0000        
    BENAYCE - VARIOUS 1984-05-01 700 700 S/L 10.0000        
    BEN PAGE - VARIOUS 1984-06-01 1,365 1,365 S/L 10.0000        
    TELANSCO - VARIOUS 1984-07-01 1,423 1,423 S/L 10.0000        
    ELLIS - VARIOUS 1984-10-01 5,361 5,361 S/L 10.0000        
    ELLIS - VARIOUS 1984-12-01 3,623 3,623 S/L 10.0000        
    TELANSCO - VARIOUS 1984-12-01 2,000 2,000 S/L 10.0000        
    TREES 1985-01-10 309 309 S/L 10.0000        
    TREES & PLANTS 1985-03-21 410 410 S/L 10.0000        
    BUSHES 1985-06-06 1,864 1,864 S/L 10.0000        
    TREES & BUSHES 1985-11-19 1,544 1,544 S/L 10.0000        
    SPRINKLER SYSTEM 1989-06-30 13,700 13,700 S/L 10.0000        
    SHRUBS 1989-04-30 4,506 4,506 S/L 10.0000        
    LAND 1984-01-01 306,000              
    SIDING ON THE FRONT GABLE 1997-02-11 1,390 1,390 S/L 10.0000        
    FRONT DOOR CAMERAS 1997-05-27 924 924 S/L 10.0000        
    ELEVATOR AUTO RECALL 1998-03-18 1,485 1,485 S/L 10.0000        
    SMOKE ALARMS AND INSTALLATION 1998-12-17 1,446 1,446 S/L 10.0000        
    NEW ROOF 1998-05-13 26,944 26,944 S/L 10.0000        
    REPLACEMENT WINDOWS 1999-05-25 552 164 S/L 39.0000 9      
    CARPET 1999-10-12 50,642 50,642 S/L 10.0000        
    REPAIR DORMERS 1999-09-14 1,320 1,320 S/L 10.0000        
    BACKUP GENERATOR & BATTERY 1999-08-25 1,835 1,835 S/L 10.0000        
    TELEPHONE SYSTEM 1999-11-23 5,775 5,775 S/L 10.0000        
    2 WINDOW A/C UNITS 1999-06-22 1,140 1,140 S/L 10.0000        
    SHELVING 1999-11-09 1,060 1,060 S/L 10.0000        
    FIRE ALARM REPLACEMENT 1999-10-27 500 500 S/L 10.0000        
    TREE TOPPING IN BLDG FRONT 1999-11-30 400 298 S/L 15.0000 18      
    COPIER 2000-12-13 5,575 5,575 S/L 10.0000        
    KOHLER BACKUP GENERATOR 2001-01-15 11,849 11,849 S/L 10.0000        
    WATER HEATER IN MECHANICAL ROOM 2001-03-27 9,500 9,263 S/L 10.0000 237      
    WINDOW AIR CONDITIONER 2001-04-11 750 731 S/L 10.0000 19      
    AIR COMPRESSOR 2001-04-24 912 882 S/L 10.0000 30      
    BASE BOARDS AND NEW FLOOR IN HCC 2001-08-28 4,025 3,757 S/L 10.0000 268      
    SMOKE DETECTORS 2001-02-08 419 415 S/L 10.0000 4      
    SECURITY CAMERAS - 2ND & 3RD FLOORS 2001-03-14 746 734 S/L 10.0000 12      
    SHELVES FOR LIBRARY 2001-12-04 174 158 S/L 10.0000 16      
    LANDSCAPING 2001-11-13 305 280 S/L 10.0000 20      
    DOUBLE TIER LOCKER 2002-05-14 570 494 S/L 10.0000 57      
    STORAGE CABINET 2002-05-21 465 399 S/L 10.0000 46      
    CARPET 2002-12-12 997 806 S/L 10.0000 99      
    RUBBER BASEBOARDS - HEALTH CARE 2002-09-01 3,475 2,896 S/L 10.0000 232      
    SECURITY SYSTEM - MONITORS 2002-07-03 6,642 5,646 S/L 10.0000 664      
    OUTSIDE LIGHTING 2003-02-19 1,705 1,336 S/L 10.0000 114      
    GUTTERING 2003-04-16 2,711 2,078 S/L 10.0000 181      
    FRONT DOOR AWNING 2003-05-21 2,670 2,025 S/L 10.0000 178      
    WINDOW AIR CONDITIONER - KITCHEN 2003-06-18 465 349 S/L 10.0000 46      
    CHILLER 2003-02-12 19,907 15,760 S/L 10.0000 1,990      
    SECURITY MONITOR 2004-01-01 518 363 S/L 10.0000 51      
    WATER HEATER 2005-03-23 10,400 5,980 S/L 10.0000 1,040      
    T3302 SEMP COMP W/PRINTER - HCC 2005-10-17 626 626 S/L 5.0000        
    WASHER & DRYER- HEALTHCARE 2007-08-07 1,094 534 S/L 7.0000 156      
    TABLE 2007-12-07 4,078 1,796 S/L 7.0000 583      
    26I POLISHED BRASS TABLE LAMP 2008-06-04 978 550 S/L 7.0000 123      
    COMPUTER W/ PRINTER 2009-02-18 1,117 205 S/L 10.0000 112      
    INTACT SCANNER / COPIER 2011-02-21 4,913   S/L 10.0000 409      
    INTACT SOFTWARE 2011-02-21 4,194   STRAIGHT LINE 3.0000 1,282      
    OFFICE CREDENZA 2011-07-14 525   S/L 10.0000 26      

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    TY 2011 GainLossSaleOtherAssetsSch
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SALE OF BUILDING AND LAND   PURCHASE 2011-09   5,000,000 2,153,346   32,919 4,000,873 1,187,138
    SALE OF / SCRAPPED ASSETS   PURCHASE 2011-12   70 155,510     -7,808 147,632
    FURNITURE 1990-01 PURCHASE 2011-08   3,000 4,188     3,000 4,188
    FURNITURE 1990-06 PURCHASE 2011-08   150 167     150 167
    SALE OF CHAIRS   PURCHASE 2011-06   400 1,246     400 1,246
    URN 1991-12 PURCHASE 2011-04   800 1,660     800 1,660

    TY 2011 GeneralExplanationAttachment
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Identifier Return Reference Explanation
    GENERAL ELECTIONS   YEAR ENDED: DECEMBER 31, 2011 62-0516508 THE WEST END HOME FOUNDATION 109 KENNER AVE, SUITE 202 NASHVILLE, TN 37205 ELECTING OUT OF BONUS DEPRECIATION ALLOWANCE FOR ALL ELIGIBLE DEPRECIABLE PROPERTY THE TAXPAYER ELECTS OUT OF FIRST-YEAR BONUS DEPRECIATION ALLOWANCE UNDER IRC SECTION 168(K) FOR ALL ELIGIBLE ASSET CLASSES OF DEPRECIABLE PROPERTY ACQUIRED AFTER DECEMBER 31, 2007. THIS ELECTION APPLIES TO ALL ELIGIBLE DEPRECIABLE PROPERTY PLACED IN SERVICE DURING THE TAX YEAR.

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME 7,410,373 7,410,373

    TY 2011 LandEtcSchedule2
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING        
    BUILDING IMPROVEMENTS        
    EQUIPMENT 18,006 12,702 5,304  
    FURNITURE AND FIXTURES 21,002 18,481 2,521  
    LAND        
    LANDSCAPING        
    SOFTWARE 4,194 1,282 2,912  


    TY 2011 LegalFeesSchedule
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WALLER, LANSDEN, DORTCH & DAVIS, 369      


    TY 2011 OtherAssetsSchedule
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM CUSTODIAL 7,762    
    CUSTODIAL-CHECKING 64,254 46,227 46,227
    DUE FROM BLAKEFORD RESIDENTS 1,200 839 839


    TY 2011 OtherDecreasesSchedule
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Description Amount
    UNREALIZED (GAIN) LOSS ON INVESTMENTS 1,996,445


    TY 2011 OtherExpensesSchedule
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    TN UNEMPLOYMENT CLAIM 4,579      
    PAYROLL TAXES 8,756     8,756
    FUNERAL 5,824     5,824
    EMPLOYEE BENEFITS 3,354     3,354
    INSURANCE 17,292     17,292
    MISCELLANEOUS 16     16
    FOOD, TABLE, SUPPLIES 136     136
    RESIDENT CARE 203,769     203,769
    RESIDENT ACTIVITIES 5,901     5,901
    TEMP LABOR - CONTRACT LABOR 23,988     23,988
    OPERATING 23,441     23,441
    HEALTH AND MEDICAL 30,116     30,116
    MAINTENANCE AND REPAIRS 14,593     14,593


    TY 2011 OtherIncomeSchedule2
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RESIDENT BEQUESTS 24,876   24,876
    RESIDENT INCOME 17,770   17,770
    CLASS ACTION SUITS 415   415


    TY 2011 OtherLiabilitiesSchedule
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO OPERATING 7,762  
    EMPLOYEE W/H AND TAXES 604 360
    CUSTODIAL FUNDS 56,492 46,227


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    THE WEST END HOME FOUNDATION
    EIN: 62-0516508
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 191,631 191,631 191,631