JOHN DUSTIN BUCKMAN CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN DUSTIN BUCKMAN CHARITABLE TRUST (EIN 62-6155483)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2023-11-03
- IRS object ID
- 202343079349100724
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-03T10:00:40-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626155483 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN DUSTIN BUCKMAN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST HORIZON BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Signature | 2023-11-02 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $24,084,514 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $645,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $645,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,043,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,152,969 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,043,485 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,240 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,690,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,689,215 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $145,992 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $72,996 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,996 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,741 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,741 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $164,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,261,204 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,261,204 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,425,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,334,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $264,518 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,597,478 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $209,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $762,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $762,748 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $9,981,800 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,175,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,271,246 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,988,707 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,500,061 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,050,519 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,180,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,437,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,084,514 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,180,470 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,437,901 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,180,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,437,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,180,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,437,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,180,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $264,518 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,444,988 | SubtotalAmt |
| Other Decreases | $7,087 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,437,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (104 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 86. AMERIPRISE FINANCIAL INC. | 2012-01-17 | 2022-11-17 | $27,371 | $4,451 | $22,920 | $22,920 | |
| 759. COMCAST CORP-CL A | 2016-09-12 | 2022-11-17 | $25,643 | $24,845 | $798 | $798 | |
| 221. THE WALT DISNEY COMPANY WITH RIGHTS EXP 6/30/99 | 2018-06-25 | 2022-11-17 | $20,159 | $23,136 | -$2,977 | -$2,977 | |
| 101. ILLINOIS TOOL WORKS INC | 2019-01-29 | 2022-11-17 | $22,499 | $13,653 | $8,846 | $8,846 | |
| 372. TRUIST FINANCIAL CORP | 2019-04-10 | 2022-11-17 | $16,709 | $18,010 | -$1,301 | -$1,301 | |
| 147. VALERO ENERGY CORP | 2016-03-09 | 2022-11-17 | $19,818 | $9,518 | $10,300 | $10,300 | |
| 38073.529 JH III INTL GRWTH-I | 2020-06-02 | 2023-08-14 | $927,471 | $1,079,765 | -$152,294 | -$152,294 | |
| 1372. AT & T INC | 2019-02-06 | 2023-09-08 | $19,711 | $30,923 | -$11,212 | -$11,212 | |
| 107. ABBVIE INC | 2020-05-08 | 2023-09-08 | $15,910 | $8,940 | $6,970 | $6,970 | |
| 156. ALPHABET INC CL A | 2010-10-13 | 2023-09-08 | $21,270 | $2,129 | $19,141 | $19,141 | |
| 17163.019 AMER BCN SM CAP VAL-INST | 2019-02-07 | 2023-09-08 | $411,226 | $387,072 | $24,154 | $24,154 | |
| 235. AMERISOURCEBERGEN CORP 03073E105 | 2019-04-10 | 2023-09-08 | $41,764 | $19,545 | $22,219 | $22,219 | |
| 23. AMGEN | 2017-04-12 | 2023-09-08 | $5,964 | $3,742 | $2,222 | $2,222 | |
| 179. APPLE COMPUTER INC | 2011-08-31 | 2023-09-08 | $31,892 | $2,473 | $29,419 | $29,419 | |
| 392. BEST BUY CO INC XXX-XX-XXXX | 2016-03-09 | 2023-09-08 | $28,673 | $13,448 | $15,225 | $15,225 | |
| 104. BIOGEN INC | 2019-04-10 | 2023-09-08 | $26,922 | $28,228 | -$1,306 | -$1,306 | |
| 158. CAPITAL ONE FIN CORP | 2013-02-07 | 2023-09-08 | $15,762 | $9,011 | $6,751 | $6,751 | |
| 328. CISCO SYSTEMS | 2008-02-08 | 2023-09-08 | $18,587 | $7,698 | $10,889 | $10,889 | |
| 628. COGNIZANT TECHNOLOGY SOLUTIONS CORP | 2019-02-06 | 2023-09-08 | $44,736 | $46,854 | -$2,118 | -$2,118 | |
| 726. EBAY INC | 2014-01-17 | 2023-09-08 | $31,506 | $15,795 | $15,711 | $15,711 | |
| 93. ECOLAB INC | 2016-01-13 | 2023-09-08 | $16,904 | $9,610 | $7,294 | $7,294 | |
| 399. FISERV INC | 2011-08-31 | 2023-09-08 | $48,505 | $5,602 | $42,903 | $42,903 | |
| 148. FIRST ENERGY CORP | 2018-02-09 | 2023-09-08 | $5,270 | $3,857 | $1,413 | $1,413 | |
| 117. GILEAD SCIENCES INC | 2009-10-02 | 2023-09-08 | $8,883 | $2,653 | $6,230 | $6,230 | |
| 46. HOME DEPOT | 2021-04-16 | 2023-09-08 | $15,101 | $14,994 | $107 | $107 | |
| 2. HONEYWELL INTERNATIONAL INC | 2019-02-06 | 2023-09-08 | $369 | $298 | $71 | $71 | |
| 769. INTEL CORP | 2013-08-08 | 2023-09-08 | $29,206 | $17,333 | $11,873 | $11,873 | |
| 138. IBM | 2019-02-06 | 2023-09-08 | $20,378 | $17,943 | $2,435 | $2,435 | |
| 129. ISHARES DJ U.S. REAL ESTATE ETF | 2016-09-12 | 2023-09-08 | $10,865 | $10,349 | $516 | $516 | |
| 2. L3 HARRIS TECHNOLOGIES INC | 2017-04-12 | 2023-09-08 | $336 | $256 | $80 | $80 | |
| 741. MFS MID CAP GROWTH FUND-I | 2020-02-25 | 2023-09-08 | $19,711 | $16,761 | $2,950 | $2,950 | |
| 206. MANPOWERGROUP INC | 2019-02-06 | 2023-09-08 | $15,200 | $16,601 | -$1,401 | -$1,401 | |
| 92. MCKESSON CORPORATION 58155Q103 | 2011-08-31 | 2023-09-08 | $38,716 | $6,207 | $32,509 | $32,509 | |
| 20. METLIFE INC | 2009-05-08 | 2023-09-08 | $1,267 | $607 | $660 | $660 | |
| 65. NORTHROP GRUMMAN CORP 666807102 | 2019-05-01 | 2023-09-08 | $27,457 | $19,018 | $8,439 | $8,439 | |
| 358. ORACLE SYSTEMS | 2021-04-16 | 2023-09-08 | $45,182 | $19,706 | $25,476 | $25,476 | |
| 27. PARKER HANNIFIN CORP | 2019-02-06 | 2023-09-08 | $11,061 | $4,483 | $6,578 | $6,578 | |
| 47. PEPSICO | 2019-02-06 | 2023-09-08 | $8,281 | $5,325 | $2,956 | $2,956 | |
| 75. PUBLIC SERVICE ENTERPRISE GROUP INC | 2013-02-07 | 2023-09-08 | $4,557 | $2,340 | $2,217 | $2,217 | |
| 17361. T ROWE PR DIVIDEND GROW-I | 2021-04-16 | 2023-09-08 | $1,175,687 | $988,784 | $186,903 | $186,903 | |
| 649. ENERGY SELECT SECTOR SPDR | 2020-12-28 | 2023-09-08 | $59,731 | $24,655 | $35,076 | $35,076 | |
| 12. TRAVELERS COMPANIES INC | 2008-10-06 | 2023-09-08 | $1,917 | $468 | $1,449 | $1,449 | |
| 293. TYSON FOODS INC | 2014-01-17 | 2023-09-08 | $15,226 | $10,170 | $5,056 | $5,056 | |
| 318. UNUMPROVIDENT CORP | 2013-02-07 | 2023-09-08 | $15,299 | $7,513 | $7,786 | $7,786 | |
| 560. VANGUARD M/C GROW INDX-ADM | 2015-06-23 | 2023-09-08 | $48,922 | $26,443 | $22,479 | $22,479 | |
| 67676.006 VANGUARD HI DVD YLD INDX-ADM | 2021-04-16 | 2023-09-08 | $2,181,874 | $1,943,095 | $238,779 | $238,779 | |
| 3117. VICTORY SYCAMORE EST VAL-I | 2011-05-13 | 2023-09-08 | $141,730 | $88,741 | $52,989 | $52,989 | |
| 41. WAL-MART STORES | 2008-02-08 | 2023-09-08 | $6,716 | $2,028 | $4,688 | $4,688 | |
| 426. WALGREENS BOOTS ALLIANCE INC | 2019-04-10 | 2023-09-08 | $9,362 | $29,499 | -$20,137 | -$20,137 | |
| 331. WARNER BROS DISCOVERY INC CL A | 2019-02-06 | 2023-09-08 | $3,743 | $9,660 | -$5,917 | -$5,917 | |
| 680. PERRIGO CO PLC | 2019-02-06 | 2023-09-08 | $22,982 | $32,217 | -$9,235 | -$9,235 | |
| 248. NXP SEMICONDUCTORS | 2019-02-06 | 2023-09-08 | $50,349 | $23,032 | $27,317 | $27,317 | |
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P | |||||
| CAPITAL GAIN DIVIDENDS | $318,589 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,043,485 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,205 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,205 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,205 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,159 | EsPenaltyAmt |
| Tax Due | $23,364 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST HORIZON BANK | BusinessNameLine1Txt |
| Business Name Line2 | TRUST DEPARTMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9016812349 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST HORIZON BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $145,992 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,398,819 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $482,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,880,870 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,880,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $373,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,507,657 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,225,383 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,225,383 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,205 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,205 | TotalTaxAmt |
| Distributable Before Adj | $1,203,178 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,203,178 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,203,178 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,334,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,334,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,203,178 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $160,323 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $121,560 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $141,521 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $122,910 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $546,314 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,334,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,203,178 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $131,022 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $677,336 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $677,336 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $160,323 | ExcessFromYear4Amt |
| Excess From Year3 | $121,560 | ExcessFromYear3Amt |
| Excess From Year2 | $141,521 | ExcessFromYear2Amt |
| Excess From Year1 | $122,910 | ExcessFromYear1Amt |
| Excess From Current Year | $131,022 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MRS LEIGH LAWYER TRUST OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1Txt |
| City | MEMHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9016812349 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF STATEMENTOF THE PURPOSE OF THE ORGANIZATION AND INTENDED USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONE-HALF OF THE INCOME FROM THIS TRUST IS INTENDED FOR NEEDY CAUSES WHICH ARE OF BENEFIT TO CHILDREN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MEMPHIS TEACHER RESIDENCY INC | ||||||||
| 1350 CONCOURSE AVE STE 366 | MEMPHIS | TN | 38104 | NONE | N/A | 2022 GRANT REQUEST | $50,000 | |
| EMMANUEL CENTER INC | ||||||||
| 604 ST PAUL AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $50,000 | |
| REDZONE MEMPHIS INC | ||||||||
| 850 HANLEY STREET | MEMPHIS | TN | 38114 | NONE | 501(C)(3) | CHARITY | $25,000 | |
| MEMPHIS CHILD ADVOCACY CENTER | ||||||||
| 1085 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | CHARITY | $25,000 | |
| WOMEN'S FOUNDATION | ||||||||
| 40 SOUTH MAIN STREET STE 2380 | MEMPHIS | TN | 38103 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $12,500 | |
| SAINT PAUL CATHOLIC SCHOOL | ||||||||
| 1425 E SHELBY DR | MEMPHIS | TN | 38116 | NONE | PUBLIC CHARITY | BENEFIT CHARITY | $50,000 | |
| HOLY ROSARY PERISH SCHOOL | ||||||||
| 4841 PARK AVENUE | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $50,000 | ANGEL PROGRAM |
| ST JUDE CHILDRENS RESEARCH HOSPL | ||||||||
| ATTN LEGAL DEPT--ESTATE COORDINATO | MEMPHIS | TN | 381051942 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $314,822 | |
| CHRISTIAN BROTHERS HIGH SCHOOL | ||||||||
| 5900 WALNUT GROVE ROAD | MEMPHIS | TN | 38120 | NONE | PUBLIC CHARITY | PUBLIC BENEFIT | $10,000 | |
| THE CATHOLIC DIOCESE OF MEMPHIS | ||||||||
| 5825 SHELBY OAKS DRIVE | MEMPHIS | TN | 38134 | NONE | 501(C)(3) | CHARITY | $69,060 | |
| DIXON GALLERY & GARDENS | ||||||||
| 4339 PARKS AVENUE | MEMPHIS | TN | 381174698 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $30,000 | |
| LIFE CHOICES OF MEMPHIS INC | ||||||||
| 5575 RALEIGH-LAGRANGE | MEMPHIS | TN | 38134 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $52,000 | |
| ST AGNES ACADEMY | ||||||||
| 4830 WALNUT GROVE RD | MEMPHIS | TN | 38117 | NONE | 501(C)(3) | CHARITY | $50,000 | |
| BINGHAMPTON CHRISTIAN ACADEMY | ||||||||
| 175 TILLMAN ST | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| COMMUNITY LEGAL CENTER | ||||||||
| 243 ADAMS AVE | MEMPHIS | TN | 38103 | NONE | N/A | 2022 GRANT REQUEST | $10,000 | |
| CONFIDENTIAL CARE MOBILE MINISTRY | ||||||||
| 16228 U S HIGHWAY 51 | MILLINGTON | TN | 38053 | NONE | N/A | 2022 GRANT REQUEST | $40,000 | |
| SERVICE OVER SELF | ||||||||
| 2505 POPLAR AVE | MEMPHIS | TN | 38112 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $30,000 | |
| LE BONHEUR CHILDRENS MEDICAL CTR | ||||||||
| ATTN ROBERTA MATTHEWS | MEMPHIS | TN | 38174 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $314,822 | |
| MEMPHIS URBAN YOUNG LIFE | ||||||||
| 658 COLONIAL RD | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $53,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,261,204 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $645,730 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,043,485 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Exclusion | $1,240 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,690,455 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,690,455 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | 0 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER | $1 | $1 |
| TOTAL FIXED INCOME | $11,500,060 | $10,050,518 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TOTAL EQUITY | StockNm |
| EOY Book Value | $9,175,091 | EOYBookValueAmt |
| EOYFMV | $13,271,246 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING | Desc |
| Amt | $7,087 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $1,240 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $138 | $138 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $12,518 | $12,518 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $5,963 | $5,963 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $122 | $122 | $0 |
Comments