JOHN DUSTIN BUCKMAN CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN DUSTIN BUCKMAN CHARITABLE TRUST (EIN 62-6155483)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2025-10-14
- IRS object ID
- 202502879349100900
- Schema version
- 2024v5.2
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-14T09:01:31-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | 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 | 2025-10-07 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $28,753,606 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $726,754 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $726,754 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $684,685 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,980,136 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $684,685 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,411,439 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,411,439 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,047 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $80,023 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,023 | 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 | $19,269 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,269 | 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 | $179,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,292 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,023 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,398,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,398,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,577,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,292 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,478,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$165,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,312,147 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,138,473 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $941,637 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $941,637 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $9,371,524 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,976,615 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,716,059 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,574,409 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,001,779 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,095,910 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $21,084,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,920,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,753,606 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,084,407 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,920,031 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,084,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,920,031 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,084,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,920,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,084,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$165,917 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,541 | OtherIncreasesAmt |
| Subtotal | $20,920,031 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,920,031 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| . CLASS ACTION SETTLEMENTS | 2024-10-08 | $10 | $10 | $10 | |||
| 230338.224 FEDERATED HERMES TTL RETURN BD | 2024-12-27 | $2,146,752 | -$305,644 | -$305,644 | 2023-09-11 | $2,452,396 | |
| . CLASS ACTION SETTLEMENTS | 2025-01-07 | $87 | $87 | $87 | |||
| 500000. BANK OF AMERICA MTN 4.000% 1/22/25 | 2025-01-22 | $500,000 | $6,895 | $6,895 | 2018-04-26 | $493,105 | |
| . CLASS ACTION SETTLEMENTS | 2025-04-08 | $403 | $403 | $403 | |||
| 209558.081 FIDELITY CONSERVATIVE INCOME BOND | 2025-04-21 | $2,108,154 | $6,286 | $6,286 | 2023-11-17 | $2,101,868 | |
| 43410. PIMCO INCOME FUND-INS | 2025-04-21 | $456,239 | -$67,286 | -$67,286 | 2021-04-16 | $523,525 | |
| 21483.299 VANGUARD S/C VAL INDX-INST | 2025-04-21 | $875,659 | $218,254 | $218,254 | 2023-09-08 | $657,405 | |
| 13437.872 VANGUARD S/C GROWTH INDX INS | 2025-04-21 | $871,177 | $604,025 | $604,025 | 2023-09-08 | $267,152 | |
| 250000. JPMORGAN CHASE & CO 3.900% 7/15/25 | 2025-07-15 | $250,000 | 2017-12-20 | $250,000 | |||
| . CLASS ACTION SETTLEMENTS | 2025-09-10 | $83 | $83 | $83 | |||
| 300000. CITIGROUP INC 5.500% 9/13/25 | 2025-09-13 | $300,000 | 2020-08-31 | $300,000 | |||
| 250000. CAPITAL ONE FINL 4.200% 10/29/25 | 2025-09-30 | $250,000 | 2018-04-26 | $250,000 | |||
| CAPITAL GAIN DIVIDENDS | $221,572 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,572 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,572 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,572 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,572 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,572 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,572 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,572 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,572 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,572 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,572 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,572 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,572 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $684,685 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,768 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,768 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $14,488 | 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 | $160,047 | 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 | $25,758,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,078,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,837,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,837,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $417,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,419,848 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,370,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,370,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,239 | TotalTaxAmt |
| Distributable Before Adj | $1,352,753 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,352,753 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,352,753 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,478,063 | 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 | $1,478,063 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,352,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $121,560 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $141,521 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $122,910 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $131,022 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $136,077 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $653,090 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,478,063 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,352,753 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,310 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $778,400 | 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 | $121,560 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $656,840 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $141,521 | ExcessFromYear4Amt |
| Excess From Year3 | $122,910 | ExcessFromYear3Amt |
| Excess From Year2 | $131,022 | ExcessFromYear2Amt |
| Excess From Year1 | $136,077 | ExcessFromYear1Amt |
| Excess From Current Year | $125,310 | 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 | 2023 GRANT REQUEST | $50,000 | |
| ROOM IN THE INN-MEMPHIS | ||||||||
| 409 AYERS STREET | MEMPHIS | TN | 38105 | NONE | N/A | GRANT REQUESTED | $25,000 | |
| EMMANUEL CENTER INC | ||||||||
| 604 ST PAUL AVE | MEMPHIS | TN | 38126 | NONE | N/A | 2023 GRANT REQUEST | $50,000 | |
| MEMPHIS CHILD ADVOCACY CENTER | ||||||||
| 1085 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $35,000 | |
| WHITE STATION HIGH SCHOOL ATHLETIC | ||||||||
| 514 S PERKINS RD | MEMPHIS | TN | 38117 | NONE | N/A | 2023 GRANT REQUEST | $15,000 | |
| SAINT PAUL CATHOLIC SCHOOL | ||||||||
| 1425 E SHELBY DR | MEMPHIS | TN | 38116 | NONE | PUBLIC CHARITY | BENEFIT CHARITY | $100,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPL | ||||||||
| ATTN LEGAL DEPT--ESTATE COORDINATO | MEMPHIS | TN | 381051942 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $349,020 | |
| CHRISTIAN BROTHERS HIGH SCHOOL | ||||||||
| 5900 WALNUT GROVE ROAD | MEMPHIS | TN | 38120 | NONE | PUBLIC CHARITY | PUBLIC BENEFIT | $55,000 | |
| DIXON GALLERY & GARDENS | ||||||||
| 4339 PARKS AVENUE | MEMPHIS | TN | 381174698 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $75,000 | |
| CHILDRENS MUSEUM OF MEMPHIS | ||||||||
| 2525 CENTRAL AVE | MEMPHIS | TN | 38104 | NONE | N/A | 2023 GRANT REQUEST | $20,000 | |
| ST AGNES ACADEMY | ||||||||
| 4830 WALNUT GROVE RD | MEMPHIS | TN | 38117 | NONE | 501(C)(3) | CHARITY | $55,000 | |
| CATHOLIC CHARITIES OF WEST | ||||||||
| 1325 JEFFERSON | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $40,000 | TENNESSEE |
| BINGHAMPTON CHRISTIAN ACADEMY | ||||||||
| 175 TILLMAN ST | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | |
| HOPE HOUSE | ||||||||
| P O BOX 41437 | MEMPHIS | TN | 38174 | NONE | PUBLIC CHARITY | EDUCATIONAL | $10,000 | C/O ELIZABETH M DUPONT |
| SERVICE OVER SELF | ||||||||
| 2505 POPLAR AVE | MEMPHIS | TN | 38112 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $35,000 | |
| STREETS MINISTRIES INC | ||||||||
| 430 VANCE AVE | MEMPHIS | TN | 38126 | NONE | N/A | GRANT REQUESTED | $15,000 | |
| LE BONHEUR CHILDRENS MEDICAL CTR | ||||||||
| ATTN ROBERTA MATTHEWS | MEMPHIS | TN | 38174 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $349,020 | |
| MEMPHIS URBAN YOUNG LIFE | ||||||||
| 658 COLONIAL RD | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $40,000 | |
| THE DENNIS PRICE JR FOUNDATION | ||||||||
| 3224 GARRISON PARK CIRCLE | MEMPHIS | TN | 38119 | NONE | N/A | 2023 GRANT REQUEST | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,398,040 | 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 | $726,754 | 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 | $684,685 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,411,439 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,411,439 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | TOTAL FIXED INCOME | BondNm |
| EOY Book Value | $10,001,779 | EOYBookValueAmt |
| EOYFMV | $10,095,910 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TOTAL EQUITY | StockNm |
| EOY Book Value | $9,976,615 | EOYBookValueAmt |
| EOYFMV | $17,716,059 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING | Desc |
| Amt | $1,541 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $9,517 | $9,517 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,768 | $3,768 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $5,460 | $5,460 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $524 | $524 | $0 |
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