2025-11-14T12:07:39-06:00 2024-12-31 831514211 FMC CPAS PLLC 3100 WEST END AVENUE STE 700 NASHVILLE TN 37203 990 2024-01-01 626063245 OPRY TRUST FUND INC OPRY 6153166317 ONE GAYLORD DRIVE NASHVILLE TN 37214 CRAIG NAPIER TREASURER 6153166317 2025-11-14 1 1 TEDRA K ARMSTRONG CPA P00499556 6152923011 2025-11-14 2024 2025-03-06 01:10:19Z CRAIG NAPIER ONE GAYLORD DRIVE NASHVILLE TN 37214 1524080 0 X WWW.OPRY.COM/ABOUT/OPRY-TRUST-FUND X 1970 TN THE OPRY TRUST FUND WAS FORMED TO GIVE FINANCIAL ASSISTANCE IN TIME OF NEED, EMERGENCY, OR CATASTROPHE TO ENTERTAINERS, MUSICIANS, AND OTHERS WHO ARE ASSOCIATED WITH OR ACTIVELY EMPLOYED IN THE COUNTRY MUSIC INDUSTRY. 9 9 0 20 0 0 116329 202677 0 0 94319 220531 -21573 -22664 189075 400544 69273 229429 0 0 0 0 0 0 1000 37709 67948 106982 297377 82093 103167 4164979 4711755 61830 148964 4103149 4562791 THE OPRY TRUST FUND WAS FORMED TO GIVE FINANCIAL ASSISTANCE IN TIME OF NEED, EMERGENCY, OR CATASTROPHE TO ENTERTAINERS, MUSICIANS, AND OTHERS WHO ARE ASSOCIATED WITH OR ACTIVELY EMPLOYED IN THE COUNTRY MUSIC INDUSTRY. 0 0 229429 229429 ASSISTANCE TO INDIVIDUALS ASSOCIATED WITH THE COUNTRY MUSIC INDUSTRY. 229429 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 TN X NICOLE GUIDRY 6153166174 ONE GAYLORD DRIVE NASHVILLE TN 37214 X DAN ROGERS CHAIRMAN AND PRESIDENT 0.10 X X 0 0 0 CRAIG NAPIER VICE PRESIDENT & TREASURER 0.50 X X 0 0 0 SCOTT LYNN SECRETARY 0.10 X X 0 0 0 JOHN CONLEE DIRECTOR 0.10 X 0 0 0 JEANNIE SEELY DIRECTOR 0.10 X 0 0 0 JOHN ZARLING DIRECTOR 0.10 X 0 0 0 EMILY FRANS DIRECTOR 0.10 X 0 0 0 NICOLE JUDD DIRECTOR (EFF. DEC. 2024) 0.10 X 0 0 0 TATUM ALSEP DIRECTOR (EFF. DEC. 2024) 0.10 X 0 0 0 SIDNEY CHERRY ASST. TREASURER 0.10 X 0 0 0 CAROLINE JONES ASST. SECRETARY 0.10 X 0 0 0 0 0 0 0 0 0 0 0 65050 137627 5000 202677 107952 107952 1192001 1079422 112579 112579 112579 21450 65050 44114 -22664 -22664 400544 0 0 197867 229429 229429 27387 27387 39541 39541 OTHER FUNDRAISING EXPEN 1000 1000 LICENSES AND FEES 20 20 297377 229429 66948 1000 13133 33645 76480 85721 20000 928758 1010531 3126340 3581660 268 198 4164979 4711755 8814 9959 53016 89005 50000 61830 148964 X 4103149 4562791 4103149 4562791 4164979 4711755 103167 356475 0 X 0 0 0 X 80758 51011 18488 116329 202677 469263 80758 51011 18488 116329 202677 469263 201313 267950 64490 60896 68435 97102 107952 398875 1250 1250 869388 0.30820 0.32870 X OPRY TRUST FUND'S PUBLIC SUPPORT PERCENTAGE OF 30.82% FOR 2024 EXCEEDS THE 10% MINIMUM TO QUALIFY USING FACTS AND CIRCUMSTANCES. SECONDLY, THE OPRY TRUST FUND HAS POLICIES AND PROGRAMS IN PLACE TO ATTRACT NEW PUBLIC SUPPORT ON A CONTINUOUS BASIS. EXAMPLES OF THIS INCLUDE EDUCATION ABOUT THE FUND'S MISSION ON ITS WEBSITE, PERIODIC FUNDRAISING EVENTS THAT PROMOTE AWARENESS OF THE FUND, AND IDENTIFICATION OF THE FUND AS A BENEFICIARY OF MEMORIAL CONTRIBUTIONS IN LIEU OF FLOWERS UPON THE DEATH OF MEMBERS OF THE COUNTRY MUSIC INDUSTRY. AS A RESULT, THE FUND RECEIVES SUPPORT FROM A BROAD CROSS SECTION OF THE COMMUNITY. THIRDLY, THE OPRY TRUST FUND BOARD OF DIRECTORS REPRESENTS THE INTERESTS OF THE CHARITABLE CLASS FOR WHOM THE FUND WAS CREATED (MEMBERS OF THE COUNTRY MUSIC INDUSTRY IN FINANCIAL NEED), RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. LASTLY, THE OPRY TRUST FUND MAINTAINS A DEFINITIVE PROGRAM FOR PROVIDING ASSISTANCE TO INDIVIDUALS ASSOCIATED WITH THE COUNTRY MUSIC INDUSTRY ON A CONTINUOUS BASIS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 378612 F VANGUARD INSTITUTIONAL INDEX FUND 2098885 F DODGE & COX INCOME FUND 1104163 F 3581660 LIVING LEGENDS EVENT 86500 65050 21450 15731 28383 86500 65050 21450 15731 28383 44114 -22664 1 ASSISTANCE WITH PAYMENT OF MEDICAL BILLS AND OTHER LIVING EXPENSES DUE TO ILLNESS, INJURY, OR INABILITY TO WORK. 29 229429 PART I, LINE 2: THE OPRY TRUST FUND MONITORS THE USE OF GRANT FUNDS BY FOLLOWING A DETAILED APPLICATION PROCESS TO DETERMINE ELIGIBILITY OF APPLICANTS FOR FINANCIAL SUPPORT. INDIVIDUALS WHO HAVE BEEN EMPLOYED IN SOME FACET OF THE COUNTRY MUSIC INDUSTRY MAY FILL OUT AN APPLICATION FOR ASSISTANCE. IN ADDITION, THE OPRY TRUST FUND ACCEPTS REFERRALS FROM INDIVIDUALS WITHIN THE COUNTRY MUSIC COMMUNITY. ONCE AN APPLICATION IS FILED, INFORMATION INCLUDED IN THE APPLICATION IS REVIEWED AND CONFIRMED. THE INFORMATION IS THEN SUBMITTED TO THE BENEFICIARY COMMITTEE FOR APPROVAL. UPON APPROVAL, THE RECIPIENT IS NOTIFIED AND PAYMENTS ARE ISSUED IN ACCORDANCE WITH THE NEEDS IDENTIFIED IN THE APPLICATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD'S TREASURER AND AUDIT COMMITTEE REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15 ALL OFFICERS AND DIRECTORS SERVE ON A VOLUNTEER BASIS WITHOUT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE FUND'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AT WWW.CANDID.ORG. IN ADDITION, FORM 990 IS AVAILABLE FOR REVIEW UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.