2020-07-08T10:00:12-05:00 2019-12-31 621657946 CANNON WRIGHT BLOUNT PLLC 756 RIDGE LAKE BLVD SUITE 100 MEMPHIS TN 38120 990PF 2019-01-01 237175983 PLOUGH FOUNDATION PLOU 9015212779 62 NORTH MAIN STREET NO 201 MEMPHIS TN 38103 CYNTHIA J MESSER SUNTRUST TRUSTEE AGENT 9014157300 2020-06-30 1 STEPHANIE L LIVINGSTON CPA P00235829 9016857500 2020-06-30 199.227.12.218 2020-06-30 12:51:41 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 03E4EA62F46A69E2FDF4CC4184A37E6EF7B7AA48 2019 2021-04-22 16:20:28Z X 67579171 X X 372883 372883 1262886 1262886 1604734 25565147 1604734 3240503 3240503 278486 25502 252984 556239 23362 532877 240274 10091 230183 6355 794 5561 18500 18500 0 363620 332793 30827 161883 0 0 5989 252 107927 4533 103394 38339 464 37875 60029 2520 57509 1837641 418811 1251210 7129017 7129017 8966658 418811 8380227 -5726155 2821692 39702 123898 123898 2265859 3652214 3652364 2893843 1526787 1527420 43807589 37942995 55046813 7039578 7080784 7207440 444454 429718 12527 14736 14736 6500 6500 6500 56065598 50347914 67579171 8997739 6687586 8997739 6687586 X 141886994 141886994 0 0 -94819135 -98226666 47067859 43660328 56065598 50347914 47067859 -5726155 2318624 43660328 0 43660328 INTERNATIONAL INVESTMENTS - LONG TERM P 693757 618178 75579 75579 INTERNATIONAL INVESTMENTS - SHORT TERM P 110307 110307 0 0 STOCK - LONG TERM P 4597692 3781817 815875 815875 STOCK - SHORT TERM P 9205522 8546122 659400 659400 CORPORATE BONDS - LONG TERM P 1472362 1450220 22142 22142 CORPORATE BONDS - SHORT TERM P 6512077 6460327 51750 51750 GOVERNMENT BONDS - LONG TERM P 1587180 1604625 -17445 -17445 GOVERNMENT BONDS - SHORT TERM P 300165 300000 165 165 MORTGAGE OBLIGATIONS - LONG TERM P 605022 606982 -1960 -1960 MORTGAGE OBLIGATIONS - SHORT TERM P 138140 138912 -772 -772 MUNICIPAL BONDS - SHORT TERM P 342923 342923 0 0 1604734 0 14031843 75168039 0.186673 13121157 82343323 0.159347 19272165 84678757 0.227591 21635484 104411645 0.207213 14559429 119800731 0.121530 0.902354 0.180471 67110940 12111578 28217 12139795 8380227 56434 0 56434 0 56434 160000 0 0 160000 X 0 103566 60000 43566 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 1 0 0 1 PLOUGH.ORG ROBERT WALLACE 9015212779 62 N MAIN STREET SUITE 201 MEMPHIS TN 38103 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1000 0 0 JOHNNY MOORE JR 62 N MAIN STREET STE 201 MEMPHIS TN 38103 TRUSTEE 1.00 4500 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 4500 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 4500 0 0 SUNTRUST BANK 62 N MAIN STREET STE 201 MEMPHIS TN 38103 TRUSTEE 1.00 66372 0 0 RICK MASSON 62 N MAIN STREET STE 201 MEMPHIS TN 38103 EXECUTIVE DIRECTOR 40.00 197614 30556 4500 ROBERT WALLACE 62 N MAIN STREET STE 201 MEMPHIS TN 38103 CHIEF FINANCIAL OFFI 40.00 185489 47086 0 JOANN CHRISTIAN 62 N MAIN STREET STE 201 MEMPHIS TN 38103 EXECUTIVE ASSISTANT 40.00 146580 23493 0 KATIE MIDGLEY 62 N MAIN STREET STE 201 MEMPHIS TN 38103 RESEARCH & EVALUATIO 40.00 120165 42822 0 COURTNEY LEON 62 N MAIN STREET STE 201 MEMPHIS TN 38103 PROGRAM DIRECTOR 40.00 105503 40552 0 0 HIGHLAND CAPITAL MANAGEMENT CORP 6075 POPLAR AVENUE STE 703 MEMPHIS TN 38119 INVESTMENT ADVISORS 236585 SOUTHEASTERN ASSET MANAGEMENT 6410 POPLAR AVENUE STE 900 MEMPHIS TN 38119 INVESTMENT ADVISORS 95766 0 0 63582888 4535310 14736 68132934 0 0 68132934 1021994 67110940 3355547 3355547 56434 56434 3299113 0 3299113 0 3299113 8380227 0 8380227 0 8380227 3299113 0 0 6823082 16616652 15128643 9151755 10422336 58142468 8380227 0 0 0 3299113 5081114 0 0 63223582 0 0 0 0 0 0 6823082 56400500 16616652 15128643 9151755 10422336 5081114 DIANE RUDNER PATRICIA BURNHAM DD R EISENBERG ROBERT WALLACE 62 N MAIN STREET SUITE 201 MEMPHIS TN 38103 9015212779 THREE PAGE LETTER EXPLAINING THE PROJECT AND HOW FUNDS WILL BE USED. FULL APPLICATION BY INVITATION. A CONCEPT LETTER IS DUE BY MARCH 15, JUNE 15, SEPTEMBER 15, OR DECEMBER 15. GRANTS PRIMARILY IN MEMPHIS/SHELBY COUNTY. NO GRANTS TO INDIVIDUALS. AGAPE CHILD & FAMILY SERVICES INC 3160 DIRECTORS ROW MEMPHIS TN 38131 NONE PUBLIC PROGRAM SUPPORT 150000 ARTS MEMPHIS 575 S MENDENHALL RD MEMPHIS TN 38117 NONE PUBLIC PROGRAM SUPPORT 100000 CHRISTIAN BROTHERS UNIVERSITY 650 E PARKWAY S MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 201757 COMMUNITY ALLIANCE FOR THE HOMELESS INC 44 N SECOND ST STE 302 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 60000 COMMUNITY LEGAL CENTER 910 VANCE AVE MEMPHIS TN 38126 NONE PUBLIC PROGRAM SUPPORT 32000 DIXON GALLERY AND GARDENS 4339 PARK AVE MEMPHIS TN 38117 NONE PUBLIC PROGRAM SUPPORT 75000 FACING HISTORY AND OURSELVES 115 HULING AVENUE MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 125000 FAMILY SAFETY CENTER 600 JEFFERSON AVE STE 200 MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 300875 GRANTMAKERS IN AGING INC 2001 JEFFERSON DAVIS HIGHWAY ARLINGTON VA 22202 NONE PUBLIC MEMBERSHIP DUES 12200 INSTITUTE FOR CIVIL RIGHTS 450 MULBERRY STREET MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 75000 KAVOD 600 RIVER VIEW RD MEMPHIS TN 38120 NONE PUBLIC PROGRAM SUPPORT 6600 LITERACY MID-SOUTH 66 COOPER ST 400 MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 150000 MEMPHIS CHAMBER FOUNDATION 22 N FRONT STREET STE 200 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 100000 MEMPHIS SHELBY CRIME COMMISSION 600 JEFFERSON AVE 400 MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 75000 MEMPHIS TOMORROW 17 W PONTOTOC AVE STE 100 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 50000 METROPOLITAN INTER-FAITH ASSOCIATION (MIFA) 910 VANCE AVE MEMPHIS TN 38126 NONE PUBLIC PROGRAM SUPPORT 489888 NEW MEMPHIS FELLOWS PROGRAM 22 N FRONT STREET SUITE 500 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 75000 RHODES COLLEGE 2000 N PARKWAY MEMPHIS TN 38112 NONE PUBLIC CONSTRUCTION PROJECT 35000 SOUTHEASTERN COUNCIL OF FOUNDATIONS 50 HURT PIZ SE ATLANTA GA 30303 NONE PUBLIC PROGRAM SUPPORT 9990 SOUTHERN COLLEGE OF OPTOMETRY 1245 MADISON AVE MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 75000 UNIVERSITY OF MEMPHIS FOUNDATION 635 NORMAL STREET MEMPHIS TN 38152 NONE PUBLIC PROGRAM SUPPORT 250000 WOLF RIVER CONSERVANCY INC 3100 WALNUT GROVE RD MEMPHIS TN 38111 NONE PUBLIC PROGRAM SUPPORT 90000 YOUTH VILLAGES 5515 SHELBY OAKS DRIVE MEMPHIS TN 38134 NONE PUBLIC PROGRAM SUPPORT 250000 THEATRE MEMPHIS 630 PERKINS EXT MEMPHIS TN 38117 NONE PUBLIC PROGRAM SUPPORT 350000 BRIDGES USA 477 N 5TH ST MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 100000 SALVATION ARMY 800 E PARKWAY S MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 250000 CHURCH HEALTH 1350 CONCOURSE AVE 142 MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 152000 BOYS AND GIRLS CLUB 44 S REMBERT ST MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 64000 TENNESSEE SHAKESPEARE COMPANY 7950 TRINITY ROAD CORDOVA TN 38018 NONE PUBLIC PROGRAM SUPPORT 10000 MEMPHIS BOTANIC GARDEN 750 CHERRY RD MEMPHIS TN 38117 NONE PUBLIC PROGRAM SUPPORT 250000 GIRLS INC 910 VANCE AVE MEMPHIS TN 38126 NONE PUBLIC PROGRAM SUPPORT 200000 AMERICAN CANCER SOCIETY 718 UNION AVE MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 78471 HOPE HOUSE 23 S IDLEWILD ST MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 50000 HATTILOO THEATRE 37 COOPER ST MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 40000 VOLUNTEER ODYSSEY 420 N CLEVELAND ST MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 35000 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 333333 REGIONAL ONE HEALTH 877 JEFFERSON AVE MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 250000 PLAYHOUSE ON THE SQUARE 66 COOPER ST MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 500000 CRIMESTOPPERS 600 JEFFERSON AVE STE 451 MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 110000 AMERICAN RED CROSS 1399 MADISON AVE MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 100500 ALPHA OMEGA 1183 MADISON AVE MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 150000 CAMPBELL FOUNDATION 1211 UNION AVE MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 119000 CASALUZ PO BOX 84 CORDOVA TN 38088 NONE PUBLIC PROGRAM SUPPORT 37103 BODINE SCHOOL 2432 YESTER OAKS DR GERMANTOWN TN 38139 NONE PUBLIC PROGRAM SUPPORT 40000 FRIENDS FOR LIFE 43 N CLEVELAND ST MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 50000 MID-SOUTH PUBLIC COMMUNICATIONS 7151 CHERRY FARMS RD CORDOVA TN 38016 NONE PUBLIC PROGRAM SUPPORT 50000 MEMPHIS ORAL SCHOOL FOR THE DEAF 7901 POPLAR AVE GERMANTOWN TN 38138 NONE PUBLIC PROGRAM SUPPORT 20000 MEMPHIS AREA WOMEN'S COUNCIL 2574 SAM COOPER BLVD MEMPHIS TN 38112 NONE PUBLIC PROGRAM SUPPORT 30000 MEMPHIS BROOKS MUSEUM OF ART 1934 POPLAR AVE MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 200000 MEMPHIS JEWISH FEDERATION 6560 POPLAR AVE B GERMANTOWN TN 38138 NONE PUBLIC PROGRAM SUPPORT 450000 MEMPHIS SYMPHONY ORCHESTRA 610 GOODMAN ST MEMPHIS TN 38111 NONE PUBLIC PROGRAM SUPPORT 200000 ORPHEUM THEATER 203 S MAIN ST MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 100000 SYNERGY FOUNDATION 2305 AIRPORT INTERCHANGE AVE MEMPHIS TN 38132 NONE PUBLIC PROGRAM SUPPORT 20800 7129017 FAMILY SAFETY CENTER 600 JEFFERSON AVE STE 200 MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 96375 MEMPHIS JEWISH FEDERATION 6560 POPLAR AVE B GERMANTOWN TN 38138 NONE PUBLIC ANNUAL CAMPAIGN 450000 FACING HISTORY AND OURSELVES 115 HULING AVENUE MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 250000 BRIDGES USA 477 N 5TH ST MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 100000 CHURCH HEALTH 1350 CONCOURSE AVE 142 MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 323000 MEMPHIS SHELBY CRIME COMMISSION 600 JEFFERSON AVE 400 MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 150000 AGAPE CHILD & FAMILY SERVICES INC 3160 DIRECTORS ROW MEMPHIS TN 38131 NONE PUBLIC PROGRAM SUPPORT 300000 LITERACY MID-SOUTH 66 COOPER ST 400 MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 150000 SHELBY COUNTY SCHOOLS 160 S HOLLYWOOD ST ROOM 164 MEMPHIS TN 38112 NONE PUBLIC PROGRAM SUPPORT 666667 REGIONAL ONE HEALTH 877 JEFFERSON AVE MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 500000 CRIMESTOPPERS 600 JEFFERSON AVE STE 451 MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 220000 PORTER LEATH 3400 PRESCOTT RD MEMPHIS TN 38118 NONE PUBLIC PROGRAM SUPPORT 300000 ROCKEFELLER PHILANTHROPY ADVISORS 6 WEST 48TH ST 10TH FLOOR NEW YORK NY 10036 NONE PUBLIC PROGRAM SUPPORT 15000 3521042 14 372883 14 1262886 18 1604734 0 3240503 0 3240503 0 0 0 0 0 0 0 0 0 0 AUDIT FEES 18500 18500 0 FURNITURE, FIXTURES AND EQUIPMENT 2008-06-30 444454 423729 SL 5.000000000000 5989 0 CORPORATE BONDS & COLLATERALIZED OBLIGATIONS 7080784 7207440 COMMON STOCKS/INTERNATIONAL MUTUAL FUNDS 37942995 55046813 1526787 1527420 0 0 FURNITURE, FIXTURES AND EQUIPMENT 444454 429718 14736 LEGAL FEES 6355 794 5561 CRESCENT CLUB MEMBERSHIP 6500 6500 6500 TEMPORARY EMPLOYEES 1144 48 1096 COMPUTER EXPENSES 15872 667 15205 OFFICE EXPENSES 9081 381 8700 TELEPHONE 7194 302 6892 POSTAGE 2881 121 2760 DUES & SUBSCRIPTIONS 3377 142 3235 INSURANCE 10677 448 10229 OTHER FEES & SERVICES 6797 285 6512 REPAIRS & MAINTENANCE 3006 126 2880 INCREASE IN GRANT APPROPRIATIONS 2310153 CHANGE IN UNREALIZED GAINS/LOSSES 8471 CONSULTANTS-PROFESSIONAL 21649 442 21207 INVESTMENT ADVISORY FEES 332351 332351 0 CONSULTANTS-AGING PROGRAM 9620 0 9620 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 FEDERAL EXCISE TAX 161883 0 0