PLOUGH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PLOUGH FOUNDATION (EIN 23-7175983)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201931349349101973
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T11:47:12-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621657946 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANNON WRIGHT BLOUNT PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 RIDGE LAKE BLVD SUITE 100 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237175983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLOUGH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLOU | BusinessNameControlTxt |
| Phone | 9015212779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 NORTH MAIN STREET NO 201 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA J MESSER | PersonNm |
| Person Title | SUNTRUST TRUSTEE AGENT | PersonTitleTxt |
| Phone | 9014157300 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE L LIVINGSTON CPA | PreparerPersonNm |
| PTIN | P00235829 | PTIN |
| Phone | 9016857500 | PhoneNum |
| Preparation | 2019-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.227.12.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 08:51:40 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FF200F628B0826F83F6B05AD06867F75AE631511 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,319,034 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $90,144 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $369,849 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $369,849 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,458,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,458,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,059,513 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,412,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,059,513 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,977,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,887,804 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $362,230 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,351 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $330,879 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $481,628 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,228 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $461,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $233,013 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,787 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $223,226 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,747 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $843 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,904 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $441,199 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $400,209 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,990 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,347 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,752 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $494 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $107,379 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,510 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $102,869 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $43,114 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $475 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42,639 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,563 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,460 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,820,932 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $488,960 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,266,367 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,839,464 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,839,464 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,660,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $488,960 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,105,831 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,682,448 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,398,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,897 | CashBOYAmt |
| Cash EOY | $39,702 | CashEOYAmt |
| Cash EOYFMV | $39,702 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,407,359 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,265,859 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,266,009 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,998,403 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,893,843 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,799,689 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $44,727,490 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,807,589 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,354,495 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,563,997 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,039,578 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,840,112 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $447,432 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $434,905 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,564 | LandBOYAmt |
| Land EOY | $12,527 | LandEOYAmt |
| Land EOYFMV | $12,527 | LandEOYFMVAmt |
| Other Assets BOY | $6,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $62,724,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,065,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,319,034 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,330,014 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,997,739 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $15,330,014 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,997,739 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $141,886,994 | CapitalStockBOYAmt |
| Capital Stock EOY | $141,886,994 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$94,492,798 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$94,819,135 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,394,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,067,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,724,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,065,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,394,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,682,448 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,356,111 | OtherIncreasesAmt |
| Subtotal | $47,067,859 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,067,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| INTERNATIONAL INVESTMENTS - LONG TERM | P | $1,068,324 | $964,211 | $104,113 | $104,113 |
| INTERNATIONAL INVESTMENTS - SHORT TERM | P | $572,679 | $572,679 | $0 | $0 |
| STOCK - LONG TERM | P | $12,777,019 | $6,878,197 | $5,898,822 | $5,898,822 |
| STOCK - SHORT TERM | P | $3,947,749 | $3,824,935 | $122,814 | $122,814 |
| CORPORATE BONDS - LONG TERM | P | $1,954,360 | $1,974,488 | -$20,128 | -$20,128 |
| CORPORATE BONDS - SHORT TERM | P | $338,682 | $340,000 | -$1,318 | -$1,318 |
| GOVERNMENT BONDS - LONG TERM | P | $906,063 | $944,239 | -$38,176 | -$38,176 |
| MORTGAGE OBLIGATIONS - LONG TERM | P | $121,013 | $128,146 | -$7,133 | -$7,133 |
| MORTGAGE OBLIGATIONS - SHORT TERM | P | $165,756 | $165,212 | $544 | $544 |
| GOVERNMENT BONDS - SHORT TERM | P | $111,851 | $111,876 | -$25 | -$25 |
| MUNICIPAL BONDS - SHORT TERM | P | $449,344 | $449,344 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,059,513 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,121,157 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $82,343,323 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.159347 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,272,165 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $84,678,757 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.227591 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,635,484 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $104,411,645 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.207213 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,559,429 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $119,800,731 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.121530 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,462,516 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $115,474,045 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.116585 | DistributionYr5Rt |
| Total Distribution | 0.832266 | TotalDistributionRt |
| Average Distribution | 0.166453 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $75,168,039 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,511,946 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $73,988 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,585,934 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,105,831 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $73,988 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,988 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,988 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $74,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12 | OverpaymentAmt |
| Applied To ES Tax | $12 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | PLOUGH.ORG | WebsiteAddressTxt |
| Individual With Books | ROBERT WALLACE | IndividualWithBooksNm |
| Phone | 9015212779 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 N MAIN STREET SUITE 201 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DIANE RUDNER | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | CHAIRMAN/TRUSTEE | 20.00 | $0 | $0 | $0 |
| EUGENE CALLAHAN | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES SPRINGFIELD | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $3,000 | $0 | $0 |
| JOHNNY MOORE JR | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $4,000 | $0 | $0 |
| PATRICIA BURNHAM | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER PETTIT | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $4,000 | $0 | $0 |
| DD R EISENBERG | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVE WISHNIA | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $4,000 | $0 | $0 |
| SUNTRUST BANK | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $77,589 | $0 | $0 |
| RICK MASSON | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXECUTIVE DIRECTOR | 40.00 | $269,641 | $41,834 | $6,000 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT WALLACE | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | CHIEF FINANCIAL OFFI | 40.00 | $152,997 | $41,890 | $0 |
| JOANN CHRISTIAN | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXECUTIVE ASSISTANT | 40.00 | $131,989 | $21,713 | $0 |
| KATIE MIDGLEY | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | RESEARCH & EVALUATIO | 40.00 | $106,412 | $33,671 | $0 |
| COURTNEY LEON | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | PROGRAM DIRECTOR | 40.00 | $90,233 | $40,309 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HIGHLAND CAPITAL MANAGEMENT CORP | |||||
| 6075 POPLAR AVENUE STE 703 | MEMPHIS | TN | 38119 | INVESTMENT ADVISORS | $263,793 |
| SOUTHEASTERN ASSET MANAGEMENT | |||||
| 6410 POPLAR AVENUE STE 900 | MEMPHIS | TN | 38119 | INVESTMENT ADVISORS | $136,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $72,597,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,702,480 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,526 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,312,730 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $76,312,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,144,691 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $75,168,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,758,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,758,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,988 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $919 | IncomeTaxAmt |
| Total Tax | $74,907 | TotalTaxAmt |
| Distributable Before Adj | $3,683,495 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,683,495 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,683,495 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,105,831 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,105,831 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $73,988 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,031,843 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,683,495 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,864,037 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,823,082 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,616,652 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,128,643 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,151,755 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,584,169 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,105,831 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,683,495 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,422,336 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,006,505 | 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 | $7,864,037 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,142,468 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,823,082 | ExcessFromYear4Amt |
| Excess From Year3 | $16,616,652 | ExcessFromYear3Amt |
| Excess From Year2 | $15,128,643 | ExcessFromYear2Amt |
| Excess From Year1 | $9,151,755 | ExcessFromYear1Amt |
| Excess From Current Year | $10,422,336 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE RUDNER | ContributingManagerNm |
| Contributing Manager | PATRICIA BURNHAM | ContributingManagerNm |
| Contributing Manager | DD R EISENBERG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT WALLACE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 N MAIN STREET SUITE 201 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9015212779 | RecipientPhoneNum |
| Form And Info And Materials | THREE PAGE LETTER EXPLAINING THE PROJECT AND HOW FUNDS WILL BE USED. FULL APPLICATION BY INVITATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | A CONCEPT LETTER IS DUE BY MARCH 15, JUNE 15, SEPTEMBER 15, OR DECEMBER 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS PRIMARILY IN MEMPHIS/SHELBY COUNTY. NO GRANTS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE CHILD & FAMILY SERVICES INC | |||||||
| 3160 DIRECTORS ROW | MEMPHIS | TN | 38131 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| BALLET MEMPHIS | |||||||
| 7950 TRINITY ROAD | CORDOVA | TN | 38018 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| CHRISTIAN BROTHERS UNIVERSITY | |||||||
| 650 E PARKWAY S | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $187,995 |
| CITY OF MEMPHIS | |||||||
| 125 N MAIN ST ROOM 700 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $462,215 |
| COMMUNITY ALLIANCE FOR THE HOMELESS INC | |||||||
| 44 N SECOND ST STE 302 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $60,000 |
| COMMUNITY LEGAL CENTER | |||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC | PROGRAM SUPPORT | $35,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 115 HULING AVENUE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $120,000 |
| FAMILY SAFETY CENTER | |||||||
| 600 JEFFERSON AVE STE 200 | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $550,000 |
| GRANTMAKERS IN AGING INC | |||||||
| 2001 JEFFERSON DAVIS HIGHWAY | ARLINGTON | VA | 22202 | NONE | PUBLIC | MEMBERSHIP DUES | $2,200 |
| INSTITUTE FOR CIVIL RIGHTS | |||||||
| 450 MULBERRY STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $125,000 |
| LEBONHEUR CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 41817 | MEMPHIS | TN | 38174 | NONE | PUBLIC | PROGRAM SUPPORT | $500,000 |
| MEMPHIS CHAMBER FOUNDATION | |||||||
| 22 N FRONT STREET STE 200 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| MEMPHIS JEWISH FEDERATION | |||||||
| 6560 POPLAR AVE B | GERMANTOWN | TN | 38138 | NONE | PUBLIC | ANNUAL CAMPAIGN | $450,000 |
| MEMPHIS JEWISH HOME | |||||||
| 36 BAZEBERRY ROAD | CORDOVA | TN | 38018 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000,000 |
| MEMPHIS SHELBY CRIME COMMISSION | |||||||
| 119 S MAIN ST STE 450 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $333,333 |
| MEMPHIS TOMORROW | |||||||
| 17 W PONTOTOC AVE STE 100 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| MEMPHIS UNION MISSION | |||||||
| 383 POPLAR AVENUE | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $500,000 |
| MERITAN INC | |||||||
| 4700 POPLAR AVENUE | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $39,485 |
| METROPOLITAN INTER-FAITH ASSOCIATION (MIFA) | |||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC | PROGRAM SUPPORT | $1,069,664 |
| NEW MEMPHIS FELLOWS PROGRAM | |||||||
| 22 N FRONT STREET SUITE 500 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| OUTMEMPHIS | |||||||
| 892 COOPER STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $37,000 |
| RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NONE | PUBLIC | CONSTRUCTION PROJECT | $880,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 50 HURT PIZ SE | ATLANTA | GA | 30303 | NONE | PUBLIC | PROGRAM SUPPORT | $9,790 |
| TEMPLE ISRAEL | |||||||
| 1376 E MASSEY RD | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $1,333,333 |
| UNIVERSITY OF MEMPHIS FOUNDATION | |||||||
| 635 NORMAL STREET | MEMPHIS | TN | 38152 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| UTWEST INSTITUTE FOR CANCER RESEARCH | |||||||
| 1924 ALCOA HIGHWAY | KNOXVILLE | TN | 37920 | NONE | PUBLIC | CONSTRUCTION PROJECT | $500,000 |
| WOLF RIVER CONSERVANCY INC | |||||||
| 3100 WALNUT GROVE RD | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $90,000 |
| WOMEN'S FOUNDATION FOR A GREATER MEMPHIS | |||||||
| 40 S MAIN STREET 2380 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| YOUTH VILLAGES | |||||||
| 5515 SHELBY OAKS DRIVE | MEMPHIS | TN | 38134 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| GERMANTOWN PERFORMING ARTS CENTER | |||||||
| 1801 EXETER ROAD | GERMANTOWN | TN | 38138 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| METHODIST HEALTHCARE FOUNDATION | |||||||
| 1265 UNION AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| MID-SOUTH FOOD BANK | |||||||
| 239 S DUDLEY ST | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000,000 |
| SHELBY RESIDENTIAL AND VOCATIONAL SERVICES | |||||||
| 3971 KNIGHT ARNOLD RD | MEMPHIS | TN | 38118 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| HABITAT FOR HUMANITY | |||||||
| 7136 WINCHESTER RD | MEMPHIS | TN | 38125 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| MEMPHIS LIBRARY FOUNDATION | |||||||
| 3030 POPLAR AVE | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $32,366 |
| KAVOD | |||||||
| 600 RIVER VIEW RD | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $6,600 |
| DIXON GALLERY AND GARDENS | |||||||
| 4339 PARK AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| LITERACY MID-SOUTH | |||||||
| 66 COOPER ST 400 | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| SOUTHERN COLLEGE OF OPTOMETRY | |||||||
| 1245 MADISON AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| SOUTHERN REINS CENTER FOR EQUINE THERAPY | |||||||
| 916 BILLY BRYANT RD | COLLIERVILLE | TN | 38017 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| EXCHANGE CLUB FAMILY CENTER OF MID-SOUTH | |||||||
| 2180 UNION AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| IMPACT AMERICA | |||||||
| 321 S BELLEVUE BLVD | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| COMMON TABLE HEALTH ALLIANCE | |||||||
| 6027 WALNUT GROVE RD 215 | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| ARTS MEMPHIS | |||||||
| 575 S MENDENHALL RD | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| HARWOOD CENTER | |||||||
| 711 JEFFERSON AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $300,000 |
| KNOWLEDGE QUEST | |||||||
| 590 JENNETTE PL | MEMPHIS | TN | 38126 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| MEMPHIS CHILD ADVOCACY CENTER | |||||||
| 1085 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| OVERTON PARK CONSERVATORY | |||||||
| 1914 POPLAR AVE SUITE 202 | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $37,610 |
| MID-SOUTH LIONS SIGNT AND HEARING SERVICE | |||||||
| 930 MADISON AVE 101 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $30,000 |
| BAPTIST MEMORIAL COLLEGE OF HEALTH SCIENCES | |||||||
| 1003 MONROE AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| RONALD MCDONALD HOUSE | |||||||
| 535 ALABAMA AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $112,873 |
| WKNO | |||||||
| 7151 CHERRY FARMS RD | CORDOVA | TN | 38016 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| TENNESSEE ASSOCIATION FOR MEMPHIS YOUTH | |||||||
| PO BOX 382625 | GERMANTOWN | TN | 38138 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 6 WEST 48TH ST 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,839,464 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FAMILY SAFETY CENTER | |||||||
| 600 JEFFERSON AVE STE 200 | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $68,750 |
| MEMPHIS JEWISH FEDERATION | |||||||
| 6560 POPLAR AVE B | GERMANTOWN | TN | 38138 | NONE | PUBLIC | ANNUAL CAMPAIGN | $450,000 |
| ARTS MEMPHIS | |||||||
| 575 S MENDENHALL RD | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| MEMPHIS BROOKS MUSEUM OF ART | |||||||
| 1934 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000,000 |
| NEW MEMPHIS INSTITUTE | |||||||
| 22 N FRONT ST | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $225,000 |
| MEMPHIS SYMPHONY ORCHESTRA | |||||||
| 610 GOODMAN ST | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000,000 |
| SOUTHERN COLLEGE OF OPTOMETRY | |||||||
| 1245 MADISON AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| DIXON GALLERY AND GARDENS | |||||||
| 4339 PARK AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| ORPHEUM THEATER | |||||||
| 203 S MAIN ST | MEMPHIS | TN | 38103 | NONE | PUBLIC | WURLITZER FUND | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,268,750 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $369,849 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,458,442 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,059,513 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,887,804 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,887,804 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MR AND MRS ALBERT BURNHAM | |||||||
| 1 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $25,723 | Yes (X) | |
| D D EISENBERG | |||||||
| 2 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $15,000 | Yes (X) | |
| MS DIANE RUDNER | |||||||
| 3 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $25,000 | Yes (X) | |
| WILLIAM RUDNER | |||||||
| 4 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $24,421 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 128 SHARES 3M | $25,723 | 2018-12-13 |
| 4 | 80 SHARES ADVANSIX, 239 SHARES PENTAIR, 333 SHARES RESIDEO TECH, 250 SHARES VERSUM MATERIALS | $24,421 | 2018-12-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $18,500 | Amt |
| Net Investment Income | $18,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FURNITURE, FIXTURES AND EQUIPMENT | PropertyDesc |
| Acquired | 2008-06-30 | AcquiredDt |
| Cost Or Other Basis | $447,432 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $423,153 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $11,752 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS & COLLATERALIZED OBLIGATIONS | BondNm |
| EOY Book Value | $7,039,578 | EOYBookValueAmt |
| EOYFMV | $6,840,112 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS/INTERNATIONAL MUTUAL FUNDS | StockNm |
| EOY Book Value | $43,807,589 | EOYBookValueAmt |
| EOYFMV | $50,354,495 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,893,843 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,799,689 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE, FIXTURES AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $447,432 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $434,905 | AccumulatedDepreciationAmt |
| Book Value | $12,527 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,747 | LegalFeesAmt |
| Net Investment Income | $843 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,904 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CRESCENT CLUB MEMBERSHIP | Desc |
| BOY Book Value | $6,500 | BOYBookValueAmt |
| EOY Book Value | $6,500 | EOYBookValueAmt |
| EOYFMV | $6,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TEMPORARY EMPLOYEES | $1,830 | $77 | $1,753 |
| COMPUTER EXPENSES | $14,335 | $602 | $13,733 |
| OFFICE EXPENSES | $10,790 | $453 | $10,337 |
| TELEPHONE | $7,145 | $300 | $6,845 |
| POSTAGE | $2,846 | $120 | $2,726 |
| DUES & SUBSCRIPTIONS | $3,176 | $133 | $3,043 |
| INSURANCE | $11,917 | $501 | $11,416 |
| OTHER FEES & SERVICES | $3,817 | $160 | $3,657 |
| REPAIRS & MAINTENANCE | $5,167 | $217 | $4,950 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCREASE IN GRANT APPROPRIATIONS | $6,332,275 |
| CHANGE IN UNREALIZED GAINS/LOSSES | $23,836 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANTS-PROFESSIONAL | $9,626 | $404 | $9,222 |
| INVESTMENT ADVISORY FEES | $399,805 | $399,805 | $0 |
| CONSULTANTS-AGING PROGRAM | $31,768 | $0 | $31,768 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| WILLIAM RUDNER | |||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 |
| DIANE RUDNER | |||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 |
| DD R EISENBERG | |||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 |
| PATRICIA BURNHAM | |||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $54,347 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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