RIVERS FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RIVERS FOUNDATION (EIN 27-0167279)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-13
IRS object ID
202031959349101723
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-13T14:21:29-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270167279EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Rivers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlRIVEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP RIVERSPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-06-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.194.129.137IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520201955000052FederalOriginalSubmissionId
Federal Original Submission Id2020-07-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2E580382B6EC9A3FAB9C3255FF56957C9676C3F6AtSubmissionCreationDeviceId
At Submission Filing Device IdD2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,182,921FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$768InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$768InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$61,164DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,164DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$80,755NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,230,800GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$80,755CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$642,687TotalRevAndExpnssAmt
Total Net Invst Incm$142,687TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$19,907OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,907OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,864TaxesRevAndExpnssAmt
Taxes Net Invst Incm$335TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$21,553OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$38OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$21,515OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$44,324TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,280TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$21,515TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$819,833ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$819,833ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$864,157TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,280TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$841,348TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$221,470ExcessRevenueOverExpensesAmt
Net Investment Income$122,407NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$130,001SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$580,663SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$580,663SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$8,137AcctRcvblBOYAmt
Corporate Stock BOY$2,461,209CorporateStockBOYAmt
Corporate Stock EOY$1,782,636CorporateStockEOYAmt
Corporate Stock EOYFMV$1,903,488CorporateStockEOYFMVAmt
Other Investments BOY$678,621OtherInvestmentsBOYAmt
Other Investments EOY$693,199OtherInvestmentsEOYAmt
Other Investments EOYFMV$698,770OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,277,968TotalAssetsBOYAmt
Total Assets EOY$3,056,498TotalAssetsEOYAmt
Total Assets EOYFMV$3,182,921TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,277,968RetainedEarningBOYAmt
Retained Earning EOY$3,056,498RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,277,968TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,056,498TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,277,968TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,056,498TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,277,968TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$221,470ExcessRevenueOverExpensesAmt
Subtotal$3,056,498SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,056,498TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly-traded Securities$1,230,800$1,150,288$80,512$80,512
CAPITAL GAIN ON FINAL DIST. - BLACKTONE$0$243$0
FieldValueIRS element (for citing)
Capital Gain Net Income$80,755CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$256,822AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,371,523NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.076174DistributionYr1Rt
Adjusted Qlfy Distri Yr2$461,293AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,581,362NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.128804DistributionYr2Rt
Adjusted Qlfy Distri Yr3$765,684AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,395,839NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.225477DistributionYr3Rt
Adjusted Qlfy Distri Yr4$545,462AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,401,444NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.227139DistributionYr4Rt
Adjusted Qlfy Distri Yr5$375,611AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,152,479NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.174502DistributionYr5Rt
Total Distribution0.832096TotalDistributionRt
Average Distribution0.166419AverageDistributionRt
Net Vl Noncharitable Assets$2,877,801NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$478,921AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,224NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$480,145AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$841,348QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,224InvestmentIncomeExciseTaxAmt
Subtotal$1,224SubtotalAmt
Tax Based On Investment Income$1,224TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$124TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Philip M Rivers
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Tiffany Rivers
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,097,168AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$136,436AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$688,021FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,921,625TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,921,625AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,824CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,877,801NetVlNoncharitableAssetsAmt
Minimum Investment Return$143,890MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$143,890MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,224TaxBasedOnInvestmentIncomeAmt
Total Tax$1,224TotalTaxAmt
Distributable Before Adj$142,666DistributableBeforeAdjAmt
Distributable Before Ded$142,666DistributableBeforeDedAmt
Distributable As Adjusted$142,666DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$841,348ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$841,348QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,224PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$840,124AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$142,666DistributableAsAdjustedAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr5$274,073ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$426,055ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$596,820ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$286,078ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$93,575ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,676,601TotalExcessDistributionCyovAmt
Qualifying Distributions$841,348QualifyingDistributionsAmt
Applied To Current Year$142,666AppliedToCurrentYearAmt
Remaining Distri From Corpus$698,682RemainingDistriFromCorpusAmt
Total Corpus$2,375,283TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$274,073ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,101,210ExcessDistriCyovToNextYrAmt
Excess From Year4$426,055ExcessFromYear4Amt
Excess From Year3$596,820ExcessFromYear3Amt
Excess From Year2$286,078ExcessFromYear2Amt
Excess From Year1$93,575ExcessFromYear1Amt
Excess From Current Year$698,682ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPhilip M RiversContributingManagerNm
Contributing ManagerTiffany RiversContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGNUS DEI FOUNDATION
243 S ESCONDIDO BLVD STE 127ESCONDIDOCA92025N/APCGeneral & Unrestricted$75,000
CATHOLIC YOUTH SUMMER CAMP INC
3 TOWNSHIP RD 200CENTERBURGOH43011N/APCGeneral & Unrestricted$333,333
CULTURE OF LIFE FAMILY SERVICES
5030 CAMINO DE LA SIESTA STE 106SAN DIEGOCA92108N/APCGeneral & Unrestricted$28,000
DOMINICAN SMME CORPORATION
4597 WARREN RDANN ARBORMI48105N/APCGeneral & Unrestricted$250,000
FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS
PO BOX 17408DENVERCO80217N/APCGeneral & Unrestricted$1,000
FREEDOM OF CONSCIENCE DEFENSE FUND
PO BOX 9520RANCHO SANTA FECA92067N/APCGeneral & Unrestricted$25,000
IMMACULATE HEART MEDIA INC
PO BOX 10707GREEN BAYWI54307N/APCCharitable Event$50,000
JUST IN TIME FOR FOSTER YOUTH
PO BOX 81292SAN DIEGOCA92138N/APCGeneral & Unrestricted$5,000
MUELLER MINISTRIES KINGDOM LIVING INC
25060 HANCOCK AVE 141MURRIETACA92562N/APCGeneral & Unrestricted$20,000
PROMISES2KIDS FOUNDATION
9440 RUFFIN COURT STE 2SAN DIEGOCA92123N/APCSomething Special Fund$10,000
PROMISES2KIDS FOUNDATION
9440 RUFFIN COURT STE 2SAN DIEGOCA92123N/APCThe Birthday Club fund$7,500
THE ANGELS FOSTER FAMILY AGENCY
9295 FARNHAM ST STE 200SAN DIEGOCA92123N/APCGeneral & Unrestricted$5,000
VOICES FOR CHILDREN
2851 MEADOW LARK DRSAN DIEGOCA92123N/APCGeneral & Unrestricted$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$819,833TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$768ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,164ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$80,755ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$142,687ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$142,687TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRivers Philip MContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11100 RIDGEWAY LOOPAddressLine1Txt
CityMemphisCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38120ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (141 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M CO$1,506$1,411
ABB LTD$4,349$4,625
ABBOTT LABS$1,802$1,911
ACAP STRATEGIC FUND$60,235$82,707
ACCENTURE PLC$2,128$3,369
ADOBE SYSTEMS, INC$1,847$4,288
ALIBABA GROUP HOLDING LTD$3,539$4,030
ALIGN TECHNOLOGY, INC$1,437$1,953
ALLIANCEBERNSTEIN SMALL CAP GR$16,165$18,574
ALLIANZ SE ADR$3,109$3,438
ALPHABET INC CL A$3,553$4,018
ALPHABET INC CL C$3,140$6,685
ALTRIA GROUP INC$1,240$1,098
AMAZON COM$3,483$3,696
AMGEN INC$1,151$1,205
ARTISAN MID CAP FUND ADVISOR S$17,517$18,536
ARTISAN MID CAP VALUE FUND ADV$19,906$18,194
ASTON SIVERCREST SMALL CAP FD$19,074$18,343
AT&T, INC$1,805$2,071
AUTODESK, INC$2,664$2,935
AUTOMATIC DATA PROCESSING INC$2,229$2,728
BANCO SANTANDER CEN$4,747$4,177
BANK OF AMERICA CORP$1,572$1,831
BCE INC$1,956$2,086
BOEING CO$380$977
BOOKING HOLDINGS INC$1,267$2,054
BP PLC SPONSORED ADR$3,876$3,321
CERNER CORPORATION$1,250$1,321
CHEVRON CORP$2,236$2,290
CHINA MOBILE HGK LTD$3,460$3,297
CHUBB LIMITED$1,802$2,179
CISCO SYSTEMS INC$3,486$3,789
CK HUTCHISON HLDGS$4,982$4,431
COLGATE-PALMOLIVE COMPANY$1,135$1,170
COMPAGNIE DE SAINT G$2,839$3,415
CONOCOPHILLIPS$1,631$2,081
CONTL AG SPONS ADR$3,735$3,734
CORNING INC$1,135$990
DAIMLER AG ADR$4,846$4,115
DEERE CO$1,575$1,559
DEUTSCHE TELE AG ADS$2,594$2,558
DIAGEO PLC ADS$1,128$1,516
DOLLAR GENERAL CORP$1,637$2,652
DOW CHEMICAL PV$1,236$1,095
ELI LILLY & CO$572$920
ENEL SOCIETA PER AZI$2,687$3,901
ENI S.P.A$4,653$3,901
EXPEDITORS INTL WASH INC$1,660$1,716
EXXON MOBIL CORP$2,197$1,814
FACEBOOK INC$6,434$8,621
FACTSET RESH SYST INC$1,041$1,073
FUJIFILM HOLDINGS ADR NPV$3,291$3,704
GARTNER INC$1,773$2,157
GENUINE PARTS COMPANY$1,243$1,381
GLAXOSMITHKLINE PLC$4,007$4,605
GROUPE DANONE ADS$1,464$1,468
HEALTHPEAK PROPERTIES INC$1,131$1,413
HONDA MOTOR CO LTD$5,059$4,813
HSBC HOLDINGS PLC$927$938
INTEL CORP$1,257$1,796
INVESCO DYNAMIC LARGE CAP VALU$78,933$87,414
ISHARES 20+ YR TREAS BD$112,832$123,558
ISUZU MOTORS UNSP/ADR$1,453$1,260
JANUS ADVISER FLEXIBLE INCOME$106,991$109,152
JOHNSON & JOHNSON$1,818$2,188
JOHNSON CONTROLS INTERNATIONAL$1,675$1,832
JP MORGAN CHASE$1,725$2,091
KIMBERLY CLARK CORP$1,282$1,513
KINGFISHER PLC$3,970$3,003
KONINKLIJKE AHOLD DELHAIZE NV$1,285$1,305
KYOCERA CORP ADR$3,638$4,033
LAZARD EMERGING MARKETS CORE E$68,450$86,888
LLOYDS BANKING GROUP PLC$4,149$4,247
MASTERCARD INC$1,895$3,583
MATTHEWS JAPAN FUND$38,625$36,343
MERCK & CO INC$1,754$2,274
MICROSOFT CORP$6,326$10,093
MITSUBISHI ELEC UNSP/ADR$2,940$3,212
MONSTER BEVERAGE CORP$2,118$2,288
MSCI INC$1,148$1,291
NATIONAL GRID TRANSCO PLC$2,215$2,632
NESTLE S.A$1,510$2,057
NEXTERA ENERGY, INC$1,383$2,179
NIKE INC-CL B$1,500$2,634
NIPPON TELEGRAPH & TELEPHONE C$2,045$2,374
NOVARTIS AG ADR$5,504$6,723
NOVO NORDISK A S$1,798$1,910
NTT DOCOMO$711$750
NVIDIA CORP$1,502$1,882
O'REILLY AUTOMOTIVE INC$1,326$2,630
OAKMARK FUND ADVISOR CLASS$70,253$66,100
OAKMARK INTERNATIONAL ADVISOR$76,327$69,376
OPPENHEIMER INTL GROWTH FUND Y$122,739$139,044
ORACLE CORP$3,101$2,914
PAYPAL HOLDINGS, INC$1,905$2,055
PFIZER INC$1,772$1,802
PHILIP MORRIS INTL$1,727$1,787
PIMCO REAL RETURN FUND CL P$70,865$72,710
PIMCO SHORT TERM FUND P$164,523$163,154
PROCTER GAMBLE CO$1,807$1,874
QBE INSURANCE GP UNSP/ADR$2,433$2,845
QUALCOMM INC$1,959$2,029
RAYTHEON CO$1,180$1,758
REGENERON PHARMACEUTICALS INC$3,396$3,379
ROCHE HOLDING LTD ADR$1,928$2,033
ROYAL DUTCH SHEL PLC SPONS ADR$6,246$5,577
SALESFORCE.COM$1,273$1,301
SANOFI-AVENTIS SPONSORED ADR$3,750$4,418
SCHLUMBERGER LTD$1,002$1,085
SEI INVESTMENTS$1,386$1,441
SERVICE NOW$1,271$1,412
SIEMENS AG$1,750$1,689
SINGAPORE TELE ADR$2,372$2,556
SSE PLC SPON ADR$4,202$5,359
STARBUCKS CORP COM$2,604$3,165
TAIWAN SEMICONDUCTOR MFG CO LT$3,448$4,880
TAKEDA PHARMACEUTICAL COMPANY$5,319$5,169
TARGET CORPORATION$654$1,154
TELIASONERA ADR$4,257$3,835
TESCO PLC S ADR$4,202$4,294
THE COCA-COLA CO$1,648$1,716
THORNBURG LIMITED TERM INCOME$108,399$109,239
TOKIO MARINE HOLDINGS INC$3,832$4,515
TRAVELERS COMPANIES INC$1,242$1,370
TRUIST FINANCIAL CORPORATION$1,962$2,196
UNILEVER N V N Y$1,237$1,379
UNITED OVRSEAS BK LTD ADR$3,858$3,853
VANGUARD ST BOND ETF$57,420$58,200
VARIAN MEDICAL SYSTEMS INC$527$568
VIRTUS MULTI-SECTOR SHRT TRM B$233,123$233,421
VISA INC$5,211$9,207
WALGREENS BOOTS ALLIANCE$1,528$1,356
WELLS FARGO & CO$2,311$2,206
WELLTOWER INC.$1,474$1,881
WFA EMERG MKTS EQUITY INCOME F$50,089$58,593
WH GROUP LIMITED SPON ADR EACH$1,874$2,472
WPP PLC$3,453$3,585
YUM BRANDS INC$1,075$1,108
YUM CHINA HOLDINGS INC$761$864
ZOETIS INC$2,279$3,706
ZURICH INS GROU ADR$1,401$1,845

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
IRONWOOD MULTI-STRATEGY LLC$390,940$417,492
SKYBRIDGE MULTI-ADVISOR$302,259$281,278

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAs explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets.The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions:During the taxable year ending December 31, 2019, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $819,833. This amount represents 25% or more of the Foundation's net assets of $3,143,349 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2019. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution.The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$21,490$21,490
Bank Charges$38$38
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$19,907Amt
Net Investment Income$19,907NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2019$1,100
990-PF Excise Tax for 2018$1,429
Foreign Tax Paid$335$335

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