PLOUGH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PLOUGH FOUNDATION (EIN 23-7175983)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-08
- IRS object ID
- 202021909349100712
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-08T10:00:12-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621657946 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANNON WRIGHT BLOUNT PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 RIDGE LAKE BLVD SUITE 100 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237175983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLOUGH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLOU | BusinessNameControlTxt |
| Phone | 9015212779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 NORTH MAIN STREET NO 201 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA J MESSER | PersonNm |
| Person Title | SUNTRUST TRUSTEE AGENT | PersonTitleTxt |
| Phone | 9014157300 | PhoneNum |
| Signature | 2020-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE L LIVINGSTON CPA | PreparerPersonNm |
| PTIN | P00235829 | PTIN |
| Phone | 9016857500 | PhoneNum |
| Preparation | 2020-06-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.227.12.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-30 | IPDt |
| IP Tm | 12:51:41 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 03E4EA62F46A69E2FDF4CC4184A37E6EF7B7AA48 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,579,171 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $372,883 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $372,883 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,262,886 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,262,886 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,604,734 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,565,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,604,734 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,240,503 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,240,503 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $278,486 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,502 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $252,984 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $556,239 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,362 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $532,877 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $240,274 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,091 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $230,183 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,355 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $794 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,561 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $363,620 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $332,793 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,827 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $161,883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,989 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $252 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $107,927 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,533 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $103,394 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $38,339 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $464 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37,875 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,029 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,509 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,837,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $418,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,251,210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,129,017 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,129,017 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,966,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $418,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,380,227 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,726,155 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,821,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,702 | CashBOYAmt |
| Cash EOY | $123,898 | CashEOYAmt |
| Cash EOYFMV | $123,898 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,265,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,652,214 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,652,364 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,893,843 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,526,787 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,527,420 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $43,807,589 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,942,995 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,046,813 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,039,578 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,080,784 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,207,440 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $444,454 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $429,718 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,527 | LandBOYAmt |
| Land EOY | $14,736 | LandEOYAmt |
| Land EOYFMV | $14,736 | LandEOYFMVAmt |
| Other Assets BOY | $6,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,065,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,347,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,579,171 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,997,739 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,687,586 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,997,739 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,687,586 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $141,886,994 | CapitalStockBOYAmt |
| Capital Stock EOY | $141,886,994 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$94,819,135 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$98,226,666 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,067,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,660,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,065,598 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,347,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,067,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,726,155 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,318,624 | OtherIncreasesAmt |
| Subtotal | $43,660,328 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,660,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| INTERNATIONAL INVESTMENTS - LONG TERM | P | $693,757 | $618,178 | $75,579 | $75,579 |
| INTERNATIONAL INVESTMENTS - SHORT TERM | P | $110,307 | $110,307 | $0 | $0 |
| STOCK - LONG TERM | P | $4,597,692 | $3,781,817 | $815,875 | $815,875 |
| STOCK - SHORT TERM | P | $9,205,522 | $8,546,122 | $659,400 | $659,400 |
| CORPORATE BONDS - LONG TERM | P | $1,472,362 | $1,450,220 | $22,142 | $22,142 |
| CORPORATE BONDS - SHORT TERM | P | $6,512,077 | $6,460,327 | $51,750 | $51,750 |
| GOVERNMENT BONDS - LONG TERM | P | $1,587,180 | $1,604,625 | -$17,445 | -$17,445 |
| GOVERNMENT BONDS - SHORT TERM | P | $300,165 | $300,000 | $165 | $165 |
| MORTGAGE OBLIGATIONS - LONG TERM | P | $605,022 | $606,982 | -$1,960 | -$1,960 |
| MORTGAGE OBLIGATIONS - SHORT TERM | P | $138,140 | $138,912 | -$772 | -$772 |
| MUNICIPAL BONDS - SHORT TERM | P | $342,923 | $342,923 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,604,734 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,031,843 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $75,168,039 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.186673 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,121,157 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $82,343,323 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.159347 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,272,165 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $84,678,757 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.227591 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,635,484 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $104,411,645 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.207213 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,559,429 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $119,800,731 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.121530 | DistributionYr5Rt |
| Total Distribution | 0.902354 | TotalDistributionRt |
| Average Distribution | 0.180471 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $67,110,940 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,111,578 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,217 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,139,795 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,380,227 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,434 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,434 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,434 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $160,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $103,566 | OverpaymentAmt |
| Applied To ES Tax | $60,000 | AppliedToESTaxAmt |
| Refund | $43,566 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | PLOUGH.ORG | WebsiteAddressTxt |
| Individual With Books | ROBERT WALLACE | IndividualWithBooksNm |
| Phone | 9015212779 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 N MAIN STREET SUITE 201 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DIANE RUDNER | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | CHAIRMAN/TRUSTEE | 20.00 | $0 | $0 | $0 |
| EUGENE CALLAHAN | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES SPRINGFIELD | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $1,000 | $0 | $0 |
| JOHNNY MOORE JR | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $4,500 | $0 | $0 |
| PATRICIA BURNHAM | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER PETTIT | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $4,500 | $0 | $0 |
| DD R EISENBERG | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVE WISHNIA | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $4,500 | $0 | $0 |
| SUNTRUST BANK | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $66,372 | $0 | $0 |
| RICK MASSON | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXECUTIVE DIRECTOR | 40.00 | $197,614 | $30,556 | $4,500 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT WALLACE | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | CHIEF FINANCIAL OFFI | 40.00 | $185,489 | $47,086 | $0 |
| JOANN CHRISTIAN | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXECUTIVE ASSISTANT | 40.00 | $146,580 | $23,493 | $0 |
| KATIE MIDGLEY | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | RESEARCH & EVALUATIO | 40.00 | $120,165 | $42,822 | $0 |
| COURTNEY LEON | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | PROGRAM DIRECTOR | 40.00 | $105,503 | $40,552 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HIGHLAND CAPITAL MANAGEMENT CORP | |||||
| 6075 POPLAR AVENUE STE 703 | MEMPHIS | TN | 38119 | INVESTMENT ADVISORS | $236,585 |
| SOUTHEASTERN ASSET MANAGEMENT | |||||
| 6410 POPLAR AVENUE STE 900 | MEMPHIS | TN | 38119 | INVESTMENT ADVISORS | $95,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $63,582,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,535,310 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,736 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,132,934 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,132,934 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,021,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,110,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,355,547 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,355,547 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,434 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,434 | TotalTaxAmt |
| Distributable Before Adj | $3,299,113 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,299,113 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,299,113 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,380,227 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,380,227 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,380,227 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,299,113 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,823,082 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,616,652 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,128,643 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,151,755 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,422,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $58,142,468 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,380,227 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,299,113 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,081,114 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,223,582 | 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 | $6,823,082 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,400,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,616,652 | ExcessFromYear4Amt |
| Excess From Year3 | $15,128,643 | ExcessFromYear3Amt |
| Excess From Year2 | $9,151,755 | ExcessFromYear2Amt |
| Excess From Year1 | $10,422,336 | ExcessFromYear1Amt |
| Excess From Current Year | $5,081,114 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE RUDNER | ContributingManagerNm |
| Contributing Manager | PATRICIA BURNHAM | ContributingManagerNm |
| Contributing Manager | DD R EISENBERG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT WALLACE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 N MAIN STREET SUITE 201 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9015212779 | RecipientPhoneNum |
| Form And Info And Materials | THREE PAGE LETTER EXPLAINING THE PROJECT AND HOW FUNDS WILL BE USED. FULL APPLICATION BY INVITATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | A CONCEPT LETTER IS DUE BY MARCH 15, JUNE 15, SEPTEMBER 15, OR DECEMBER 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS PRIMARILY IN MEMPHIS/SHELBY COUNTY. NO GRANTS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE CHILD & FAMILY SERVICES INC | |||||||
| 3160 DIRECTORS ROW | MEMPHIS | TN | 38131 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| ARTS MEMPHIS | |||||||
| 575 S MENDENHALL RD | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| CHRISTIAN BROTHERS UNIVERSITY | |||||||
| 650 E PARKWAY S | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $201,757 |
| COMMUNITY ALLIANCE FOR THE HOMELESS INC | |||||||
| 44 N SECOND ST STE 302 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $60,000 |
| COMMUNITY LEGAL CENTER | |||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC | PROGRAM SUPPORT | $32,000 |
| DIXON GALLERY AND GARDENS | |||||||
| 4339 PARK AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 115 HULING AVENUE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $125,000 |
| FAMILY SAFETY CENTER | |||||||
| 600 JEFFERSON AVE STE 200 | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $300,875 |
| GRANTMAKERS IN AGING INC | |||||||
| 2001 JEFFERSON DAVIS HIGHWAY | ARLINGTON | VA | 22202 | NONE | PUBLIC | MEMBERSHIP DUES | $12,200 |
| INSTITUTE FOR CIVIL RIGHTS | |||||||
| 450 MULBERRY STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| KAVOD | |||||||
| 600 RIVER VIEW RD | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $6,600 |
| LITERACY MID-SOUTH | |||||||
| 66 COOPER ST 400 | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| MEMPHIS CHAMBER FOUNDATION | |||||||
| 22 N FRONT STREET STE 200 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| MEMPHIS SHELBY CRIME COMMISSION | |||||||
| 600 JEFFERSON AVE 400 | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| MEMPHIS TOMORROW | |||||||
| 17 W PONTOTOC AVE STE 100 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| METROPOLITAN INTER-FAITH ASSOCIATION (MIFA) | |||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC | PROGRAM SUPPORT | $489,888 |
| NEW MEMPHIS FELLOWS PROGRAM | |||||||
| 22 N FRONT STREET SUITE 500 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NONE | PUBLIC | CONSTRUCTION PROJECT | $35,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 50 HURT PIZ SE | ATLANTA | GA | 30303 | NONE | PUBLIC | PROGRAM SUPPORT | $9,990 |
| SOUTHERN COLLEGE OF OPTOMETRY | |||||||
| 1245 MADISON AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION | |||||||
| 635 NORMAL STREET | MEMPHIS | TN | 38152 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| WOLF RIVER CONSERVANCY INC | |||||||
| 3100 WALNUT GROVE RD | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $90,000 |
| YOUTH VILLAGES | |||||||
| 5515 SHELBY OAKS DRIVE | MEMPHIS | TN | 38134 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| THEATRE MEMPHIS | |||||||
| 630 PERKINS EXT | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $350,000 |
| BRIDGES USA | |||||||
| 477 N 5TH ST | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| SALVATION ARMY | |||||||
| 800 E PARKWAY S | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| CHURCH HEALTH | |||||||
| 1350 CONCOURSE AVE 142 | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $152,000 |
| BOYS AND GIRLS CLUB | |||||||
| 44 S REMBERT ST | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $64,000 |
| TENNESSEE SHAKESPEARE COMPANY | |||||||
| 7950 TRINITY ROAD | CORDOVA | TN | 38018 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| MEMPHIS BOTANIC GARDEN | |||||||
| 750 CHERRY RD | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| GIRLS INC | |||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 718 UNION AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $78,471 |
| HOPE HOUSE | |||||||
| 23 S IDLEWILD ST | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| HATTILOO THEATRE | |||||||
| 37 COOPER ST | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $40,000 |
| VOLUNTEER ODYSSEY | |||||||
| 420 N CLEVELAND ST | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $35,000 |
| MOMENTUM NONPROFIT PARTNERS | |||||||
| 630 COOPER ST | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $500 |
| SHELBY COUNTY SCHOOLS | |||||||
| 160 S HOLLYWOOD ST ROOM 164 | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $333,333 |
| REGIONAL ONE HEALTH | |||||||
| 877 JEFFERSON AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| PLAYHOUSE ON THE SQUARE | |||||||
| 66 COOPER ST | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $500,000 |
| CRIMESTOPPERS | |||||||
| 600 JEFFERSON AVE STE 451 | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $110,000 |
| AMERICAN RED CROSS | |||||||
| 1399 MADISON AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $100,500 |
| ALPHA OMEGA | |||||||
| 1183 MADISON AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| CAMPBELL FOUNDATION | |||||||
| 1211 UNION AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $119,000 |
| CASALUZ | |||||||
| PO BOX 84 | CORDOVA | TN | 38088 | NONE | PUBLIC | PROGRAM SUPPORT | $37,103 |
| BODINE SCHOOL | |||||||
| 2432 YESTER OAKS DR | GERMANTOWN | TN | 38139 | NONE | PUBLIC | PROGRAM SUPPORT | $40,000 |
| FRIENDS FOR LIFE | |||||||
| 43 N CLEVELAND ST | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| MID-SOUTH PUBLIC COMMUNICATIONS | |||||||
| 7151 CHERRY FARMS RD | CORDOVA | TN | 38016 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| MEMPHIS ORAL SCHOOL FOR THE DEAF | |||||||
| 7901 POPLAR AVE | GERMANTOWN | TN | 38138 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| MEMPHIS AREA WOMEN'S COUNCIL | |||||||
| 2574 SAM COOPER BLVD | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $30,000 |
| MEMPHIS BROOKS MUSEUM OF ART | |||||||
| 1934 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| MEMPHIS JEWISH FEDERATION | |||||||
| 6560 POPLAR AVE B | GERMANTOWN | TN | 38138 | NONE | PUBLIC | PROGRAM SUPPORT | $450,000 |
| MEMPHIS SYMPHONY ORCHESTRA | |||||||
| 610 GOODMAN ST | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| ORPHEUM THEATER | |||||||
| 203 S MAIN ST | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| SYNERGY FOUNDATION | |||||||
| 2305 AIRPORT INTERCHANGE AVE | MEMPHIS | TN | 38132 | NONE | PUBLIC | PROGRAM SUPPORT | $20,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,129,017 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FAMILY SAFETY CENTER | |||||||
| 600 JEFFERSON AVE STE 200 | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $96,375 |
| MEMPHIS JEWISH FEDERATION | |||||||
| 6560 POPLAR AVE B | GERMANTOWN | TN | 38138 | NONE | PUBLIC | ANNUAL CAMPAIGN | $450,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 115 HULING AVENUE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| BRIDGES USA | |||||||
| 477 N 5TH ST | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| CHURCH HEALTH | |||||||
| 1350 CONCOURSE AVE 142 | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $323,000 |
| MEMPHIS SHELBY CRIME COMMISSION | |||||||
| 600 JEFFERSON AVE 400 | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| AGAPE CHILD & FAMILY SERVICES INC | |||||||
| 3160 DIRECTORS ROW | MEMPHIS | TN | 38131 | NONE | PUBLIC | PROGRAM SUPPORT | $300,000 |
| LITERACY MID-SOUTH | |||||||
| 66 COOPER ST 400 | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| SHELBY COUNTY SCHOOLS | |||||||
| 160 S HOLLYWOOD ST ROOM 164 | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $666,667 |
| REGIONAL ONE HEALTH | |||||||
| 877 JEFFERSON AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $500,000 |
| CRIMESTOPPERS | |||||||
| 600 JEFFERSON AVE STE 451 | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $220,000 |
| PORTER LEATH | |||||||
| 3400 PRESCOTT RD | MEMPHIS | TN | 38118 | NONE | PUBLIC | PROGRAM SUPPORT | $300,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 6 WEST 48TH ST 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,521,042 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $372,883 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,262,886 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,604,734 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,240,503 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,240,503 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $18,500 | Amt |
| Net Investment Income | $18,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FURNITURE, FIXTURES AND EQUIPMENT | PropertyDesc |
| Acquired | 2008-06-30 | AcquiredDt |
| Cost Or Other Basis | $444,454 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $423,729 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $5,989 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS & COLLATERALIZED OBLIGATIONS | BondNm |
| EOY Book Value | $7,080,784 | EOYBookValueAmt |
| EOYFMV | $7,207,440 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS/INTERNATIONAL MUTUAL FUNDS | StockNm |
| EOY Book Value | $37,942,995 | EOYBookValueAmt |
| EOYFMV | $55,046,813 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,526,787 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,527,420 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE, FIXTURES AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $444,454 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $429,718 | AccumulatedDepreciationAmt |
| Book Value | $14,736 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,355 | LegalFeesAmt |
| Net Investment Income | $794 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,561 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CRESCENT CLUB MEMBERSHIP | Desc |
| BOY Book Value | $6,500 | BOYBookValueAmt |
| EOY Book Value | $6,500 | EOYBookValueAmt |
| EOYFMV | $6,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TEMPORARY EMPLOYEES | $1,144 | $48 | $1,096 |
| COMPUTER EXPENSES | $15,872 | $667 | $15,205 |
| OFFICE EXPENSES | $9,081 | $381 | $8,700 |
| TELEPHONE | $7,194 | $302 | $6,892 |
| POSTAGE | $2,881 | $121 | $2,760 |
| DUES & SUBSCRIPTIONS | $3,377 | $142 | $3,235 |
| INSURANCE | $10,677 | $448 | $10,229 |
| OTHER FEES & SERVICES | $6,797 | $285 | $6,512 |
| REPAIRS & MAINTENANCE | $3,006 | $126 | $2,880 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCREASE IN GRANT APPROPRIATIONS | $2,310,153 |
| CHANGE IN UNREALIZED GAINS/LOSSES | $8,471 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANTS-PROFESSIONAL | $21,649 | $442 | $21,207 |
| INVESTMENT ADVISORY FEES | $332,351 | $332,351 | $0 |
| CONSULTANTS-AGING PROGRAM | $9,620 | $0 | $9,620 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| WILLIAM RUDNER | |||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 |
| DIANE RUDNER | |||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 |
| DD R EISENBERG | |||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 |
| PATRICIA BURNHAM | |||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $161,883 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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