JOHN DUSTIN BUCKMAN CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN DUSTIN BUCKMAN CHARITABLE TRUST (EIN 62-6155483)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-01-10
- IRS object ID
- 201910109349100761
- Schema version
- 2017v2.2
- 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
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-10T15:00:44-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | 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 TENNESSEE BANK | PersonNm |
| Person Title | FIRST TN BANK | PersonTitleTxt |
| Signature | 2018-12-26 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.65.44.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 462A82B7ADBAD20E1E328F126512874786AF449F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 462A82B7ADBAD20E1E328F126512874786AF449F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $25,825,976 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $744,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $744,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $233,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,018,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $233,256 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $977,929 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $977,929 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,853 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,426 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,426 | 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 | $4,301 | TaxesRevAndExpnssAmt |
| 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 | $155,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,426 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,426 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,308,654 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,308,654 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,463,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,426 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,384,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$485,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $902,503 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,103 | CashBOYAmt |
| Cash EOY | $17,073 | CashEOYAmt |
| Cash EOYFMV | $17,073 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $305,546 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $573,450 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $573,450 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $1,195,897 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $546,564 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $541,830 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,103,134 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,244,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,368,380 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,704,010 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,437,166 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,325,243 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,313,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,819,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,825,976 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $21,313,690 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,819,226 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,313,690 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,819,226 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,313,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,819,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,313,690 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$485,879 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,827,811 | SubtotalAmt |
| Other Decreases | $8,585 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,819,226 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25000. FAYETTEVILLE GA WTR 2.000% 11/01/17 | 2016-08-18 | 2017-11-01 | $25,000 | $25,000 | |||
| 500000. PRUDENTIAL FIN MTN 6.000% 12/01/17 | 2007-12-11 | 2017-12-01 | $500,000 | $498,465 | $1,535 | $1,535 | |
| 500000. GEN ELECTRIC CO 5.250% 12/06/17 | 2010-11-01 | 2017-12-06 | $500,000 | $560,490 | -$60,490 | -$60,490 | |
| 600000. WELLS FARGO CO 5.625% 12/11/17 | 2008-07-11 | 2017-12-11 | $600,000 | $600,000 | |||
| 250000. STATOILHYDRO ASA 5.250% 4/15/19 | 2009-05-18 | 2017-12-14 | $260,203 | $252,895 | $7,308 | $7,308 | |
| 300000. VIRGINIA COLLEGE 4.250% 2/01/18 | 2011-02-24 | 2018-02-01 | $300,000 | $312,771 | -$12,771 | -$12,771 | |
| 453. DTE ENERGY CO | 2016-01-13 | 2018-02-09 | $45,210 | $29,781 | $15,429 | $15,429 | |
| 4866. HP INC | 2016-01-13 | 2018-02-09 | $95,030 | $59,001 | $36,029 | $36,029 | |
| 40000. CROCKETT CNTY TN 4.000% 4/01/18 | 2016-08-22 | 2018-04-01 | $40,000 | $40,000 | |||
| 3159. BANK OF AMERICA CORP | 2016-01-13 | 2018-04-23 | $95,752 | $71,272 | $24,480 | $24,480 | |
| 250000. MOUNT HOLLY TWP NJ 5.500% 6/01/18 | 2010-06-23 | 2018-06-01 | $250,000 | $264,783 | -$14,783 | -$14,783 | |
| 898. LOWES COS INC | 2016-09-12 | 2018-06-25 | $86,890 | $30,997 | $55,893 | $55,893 | |
| 409. STANLEY BLACK & DECKER INC | 2016-01-13 | 2018-06-25 | $54,406 | $39,319 | $15,087 | $15,087 | |
| . CLASS ACTION SETTLEMENTS | 2018-06-26 | $120 | $120 | $120 | |||
| CAPITAL GAIN DIVIDENDS | $165,419 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $233,256 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,338,153 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,699,111 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054178 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,305,495 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,013,719 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054365 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,341,537 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,131,080 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053382 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,356,858 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,386,877 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053447 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,317,788 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,413,571 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053978 | DistributionYr5Rt |
| Total Distribution | 0.26935 | TotalDistributionRt |
| Average Distribution | 0.05387 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,544,053 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,376,058 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,025 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,385,083 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,384,080 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,050 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,050 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,050 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,354 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,354 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $137 | EsPenaltyAmt |
| Tax Due | $8,833 | 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 TENNESSEE 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 TENNESSEE 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 | $150,853 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,610,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,322,475 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,933,049 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,933,049 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $388,996 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,544,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,277,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,277,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,050 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,050 | TotalTaxAmt |
| Distributable Before Adj | $1,259,153 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,259,153 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,259,153 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,384,080 | 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 | $1,384,080 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,384,080 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,259,153 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $87,866 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $128,960 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $117,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $334,821 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,384,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $77,836 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,259,153 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,091 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $381,912 | 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 | $381,912 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 (23 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 |
|---|---|---|---|---|---|---|---|---|
| MAN RISE FOUNDATION | ||||||||
| 7111 BELL MANOR COVE | GERMANTOWN | TN | 38138 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $35,000 | |
| THE EXCEPTIONAL FOUNDATION | ||||||||
| 2804 CENTRAL | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $30,000 | |
| EMMANUEL CENTER INC | ||||||||
| 604 ST PAUL AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $60,000 | |
| NEIGHBORHOOD CHRISTIAN CENTER INC | ||||||||
| 785 JACKSON AVE | MEMPHIS | TN | 38107 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | |
| MEMPHIS LEADERSHIP FOUNDATION | ||||||||
| 1548 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | EDUCATION | $56,150 | |
| MEMPHIS CHILD ADVOCACY CENTER | ||||||||
| 1085 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | |
| WOMEN'S FOUNDATION | ||||||||
| 40 SOUTH MAIN STREET STE 2380 | MEMPHIS | TN | 38103 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $15,000 | |
| HOLY ROSARY PERISH SCHOOL | ||||||||
| 4841 PARK AVENUE | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | ANGEL PROGRAM |
| ST MICHAEL'S CATHOLIC SHURCH | ||||||||
| 3848 FORREST AVE | MEMPHIS | TN | 38122 | NONE | PUBLIC CHARITY | PUBLIC CHARITY | $40,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPL | ||||||||
| ATTN LEGAL DEPT--ESTATE COORDINATO | MEMPHIS | TN | 381051942 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $326,994 | |
| MEMPHIS MUSEUMS INC | ||||||||
| 3050 CENTRAL AVE | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $15,000 | |
| DIXON GALLERY & GARDENS | ||||||||
| 4339 PARKS AVENUE | MEMPHIS | TN | 381174698 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $48,000 | |
| ST PATRICK LEARNING CENTER | ||||||||
| 277 S FOURTH STREET | MEMPHIS | TN | 38126 | NONE | PUBLIC CHARITY | EDUCATIONAL | $35,000 | |
| LIFE CHOICES OF MEMPHIS INC | ||||||||
| 5575 RALEIGH-LAGRANGE | MEMPHIS | TN | 38134 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $35,000 | |
| MID-SOUTH FOOD BANK | ||||||||
| 239 S DUDLEY | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| ST AGNES ACADEMY | ||||||||
| 4830 WALNUT GROVE RD | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | EDUCATIONAL | $35,000 | |
| BINGHAMPTON CHRISTIAN ACADEMY | ||||||||
| 175 TILLMAN ST | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $44,000 | |
| HOPE HOUSE | ||||||||
| P O BOX 41437 | MEMPHIS | TN | 38174 | NONE | PUBLIC CHARITY | EDUCATIONAL | $10,000 | C/O ELIZABETH M DUPONT |
| MEMPHIS OPPORTUNITY SCH TRUST | ||||||||
| 1000 RIDGEWAY LOOP ROAD | MEMPHIS | TN | 38120 | NONE | PUBLIC CHARITY | CHARITY | $20,000 | |
| LE BONHEUR CHILDRENS MEDICAL CTR | ||||||||
| ATTN ROBERTA MATTHEWS | MEMPHIS | TN | 38174 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $326,994 | |
| DOWNTOWN ELEMENTARY SCHOOL | ||||||||
| 10 N 4TH STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC CHARITY | EDUCATION | $35,475 | |
| ONE BY ONE MINISTRIES | ||||||||
| P O BOX 1686 | CORDOVA | TN | 31041 | NONE | PUBLIC CHARITY | MINISTRIES | $31,041 | |
| MEMPHIS URBAN YOUNG LIFE | ||||||||
| 658 COLONIAL RD | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,308,654 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $744,673 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $233,256 | 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 | $977,929 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $977,929 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | 0 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE & FOREIGN BONDS | $5,437,165 | $5,325,242 |
| OTHER | $1 | $1 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON EQUITY SECURITIES | $2,582,161 | $3,712,656 |
| DOMESTIC EQUITY MUTUAL FUNDS | $6,520,146 | $9,781,086 |
| INTL EQUITY MUTUAL FUNDS | $1,995,773 | $2,525,255 |
| TAXABLE FIXED INCOME FUNDS | $3,057,920 | $3,260,641 |
| CLOSE END EQUITY FUND | $88,973 | $88,742 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $546,564 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $541,830 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING | Desc |
| Amt | $8,585 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $4,250 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $51 | $0 | $0 |
Comments