2018-07-12T11:16:59-05:00 2017-12-31 621657946 CANNON WRIGHT BLOUNT PLLC 756 RIDGE LAKE BLVD SUITE 100 MEMPHIS TN 381209420 990PF 2017-01-01 237175983 PLOUGH FOUNDATION PLOU 9015212779 62 NORTH MAIN STREET NO 201 MEMPHIS TN 38103 CYNTHIA J MESSER SUNTRUST TRUSTEE AGENT 9014157300 2018-07-09 1 STEPHANIE L LIVINGSTON CPA P00235829 9016857500 2018-07-05 2017 2022-09-23 18:48:47Z X 82057445 X 91582 463966 463966 1276092 1276092 6166984 31057140 6166984 7998624 7907042 419727 34789 384935 455593 19135 436463 236695 9942 226753 8858 1107 7751 18000 18000 0 514052 427594 86458 48009 0 0 18292 768 107735 4525 103210 31917 487 31429 58718 2467 56250 1917596 518814 1333249 11861790 11861790 13779386 518814 13195039 -5780762 7388228 25155 10897 10897 6169429 6407359 6408561 3953988 3998403 3906203 48986026 44727490 64225043 9360563 7563997 7490677 448090 438526 27856 9564 9564 6500 6500 6500 68529517 62724210 82057445 20837827 15330014 20837827 15330014 X 141886994 141886994 0 0 -94195304 -94492798 47691690 47394196 68529517 62724210 47691690 -5780762 5507813 47418741 24545 47394196 INTERNATIONAL INVESTMENTS - LONG TERM P 884763 798950 85813 85813 INTERNATIONAL INVESTMENTS - SHORT TERM P 124889 124889 0 0 STOCK - LONG TERM P 12667401 6589315 6078086 6078086 STOCK - SHORT TERM P 6772856 6804088 -31232 -31232 CORPORATE BONDS - LONG TERM P 3583216 3550867 32349 32349 CORPORATE BONDS - SHORT TERM P 4468321 4452814 15507 15507 GOVERNMENT BONDS - LONG TERM P 149508 150228 -720 -720 MORTGAGE OBLIGATIONS - LONG TERM P 24051 25589 -1538 -1538 MORTGAGE OBLIGATIONS - SHORT TERM P 90674 96902 -6228 -6228 GOVERNMENT BONDS - SHORT TERM P 247310 250728 -3418 -3418 MUNICIPAL BONDS - SHORT TERM P 2044151 2045786 -1635 -1635 6166984 0 19272165 84678757 0.227591 21635484 104411645 0.207213 14559429 119800731 0.121530 13462516 115474045 0.116585 10483449 110782853 0.094631 0.767550 0.153510 82343323 12640524 73882 12714406 13195039 X 73882 0 73882 0 73882 93542 0 0 93542 X 0 19660 19660 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 1 0 0 1 PLOUGH.ORG ROBERT WALLACE 9015212779 62 N MAIN STREET SUITE 201 MEMPHIS TN 38103 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 2000 0 0 JOCELYN RUDNER 62 N MAIN STREET STE 201 MEMPHIS TN 38103 TRUSTEE 1.00 0 0 0 JOHNNY MOORE JR 62 N MAIN STREET STE 201 MEMPHIS TN 38103 TRUSTEE 1.00 4000 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 4000 0 0 MIKE CARPENTER 62 N MAIN STREET STE 201 MEMPHIS TN 38103 OUTGOING EXECUTIVE DIRECTOR 40.00 69498 4755 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 4000 0 0 SUNTRUST BANK 62 N MAIN STREET STE 201 MEMPHIS TN 38103 TRUSTEE 1.00 82510 0 0 RICK MASSON 62 N MAIN STREET STE 201 MEMPHIS TN 38103 INCOMING EXECUTIVE DIRECTOR 40.00 253719 39614 6000 ROBERT WALLACE 62 N MAIN STREET STE 201 MEMPHIS TN 38103 CHIEF FINANCIAL OFFI 40.00 146430 41947 0 JOANN CHRISTIAN 62 N MAIN STREET STE 201 MEMPHIS TN 38103 EXECUTIVE ASSISTANT 40.00 133953 21867 0 COURTNEY LEON 62 N MAIN STREET STE 201 MEMPHIS TN 38103 PROGRAM DIRECTOR 40.00 87771 37625 0 KATIE MIDGLEY 62 N MAIN STREET STE 201 MEMPHIS TN 38103 RESEARCH & EVALUATIO 40.00 87443 32769 0 0 HIGHLAND CAPITAL MANAGEMENT CORP 6075 POPLAR AVENUE STE 703 MEMPHIS TN 38119 INVESTMENT ADVISORS 277916 SOUTHEASTERN ASSET MANAGEMENT 6410 POPLAR AVENUE STE 900 MEMPHIS TN 38119 INVESTMENT ADVISORS 149334 MEMPHIS DATA PARTNERS FOR CHILDREN 311 N MCNEIL AVENUE MEMPHIS TN 38103 PROGRAM EVALUATION 69200 0 0 76343636 7244083 9563 83597282 0 0 83597282 1253959 82343323 4117166 4117166 73882 73882 4043284 0 4043284 0 4043284 13195039 0 13195039 73882 13121157 4043284 0 0 5098906 7864037 6823082 16616652 15128643 51531320 13195039 0 0 0 4043284 9151755 0 0 60683075 0 0 0 0 0 0 5098906 55584169 7864037 6823082 16616652 15128643 9151755 DIANE RUDNER PATRICIA BURNHAM DD R EISENBERG ROBERT WALLACE 62 N MAIN STREET SUITE 201 MEMPHIS TN 38103 9015212779 THREE PAGE LETTER EXPLAINING THE PROJECT AND HOW FUNDS WILL BE USED. FULL APPLICATION BY INVITATION. A CONCEPT LETTER IS DUE BY MARCH 15, JUNE 15, SEPTEMBER 15, OR DECEMBER 15. GRANTS PRIMARILY IN MEMPHIS/SHELBY COUNTY. NO GRANTS TO INDIVIDUALS. AGAPE CHILD & FAMILY SERVICES INC 3160 DIRECTORS ROW MEMPHIS TN 38131 NONE PUBLIC PROGRAM SUPPORT 100000 ALLIANCE HEALTH CARE 2220 UNION AVENUE MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 100000 AMERICAN RED CROSS OF THE MID-SOUTH 1400 CENTRAL AVENUE MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 136900 AVE MARIA FOUNDATION OF MEMPHIS INC 2805 CHARLES BRYAN ROAD MEMPHIS TN 38134 NONE PUBLIC PROGRAM SUPPORT 8838 BALLET MEMPHIS 7950 TRINITY ROAD CORDOVA TN 38018 NONE PUBLIC PROGRAM SUPPORT 100000 BINGHAMPTON DEVELOPMENT CORPORATION 280 TILLMAN STREET MEMPHIS TN 38112 NONE PUBLIC PROGRAM SUPPORT 600000 CHRISTIAN BROTHERS UNIVERSITY 650 E PARKWAY S MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 187126 CITY OF MEMPHIS 125 N MAIN ST ROOM 700 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 450000 COMMUNITY ALLIANCE FOR THE HOMELESS INC 44 N SECOND ST STE 302 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 60000 COMMUNITY LEGAL CENTER 910 VANCE AVE MEMPHIS TN 38126 NONE PUBLIC PROGRAM SUPPORT 35000 FACING HISTORY AND OURSELVES 115 HULING AVENUE MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 120000 FAMILY SAFETY CENTER 600 JEFFERSON AVE STE 200 MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 115000 GRANTMAKERS IN AGING INC 2001 JEFFERSON DAVIS HIGHWAY ARLINGTON VA 22202 NONE PUBLIC MEMBERSHIP DUES 62200 HATTILOO THEATRE 656 MARSHALL AVENUE MEMPHIS TN 38103 NONE PUBLIC CAPITAL CAMPAIGN 50000 INSTITUTE FOR CIVIL RIGHTS 450 MULBERRY STREET MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 150000 LEBONHEUR CHILDREN'S MEDICAL CENTER FOUNDATION PO BOX 41817 MEMPHIS TN 38174 NONE PUBLIC PROGRAM SUPPORT 500000 MEDICAL EDUCATION AND RESEARCH INSTITUTE 44 SOUTH CLEVELAND STREET MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 35000 MEMPHIS BOTANICAL GARDEN 750 CHERRY ROAD MEMPHIS TN 38117 NONE PUBLIC PROGRAM SUPPORT 50000 MEMPHIS CHAMBER FOUNDATION 22 N FRONT STREET STE 200 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 150000 MEMPHIS FIRE DEPARTMENT FOUNDATION 5150 STAGE ROAD STE 102 MEMPHIS TN 38134 NONE PUBLIC PROGRAM SUPPORT 100000 MEMPHIS JEWISH COMMUNITY CENTER 6560 POPLAR AVENUE MEMPHIS TN 38138 NONE PUBLIC PROGRAM SUPPORT 1000000 MEMPHIS JEWISH FEDERATION 6560 POPLAR AVE B GERMANTOWN TN 38138 NONE PUBLIC ANNUAL CAMPAIGN 450000 MEMPHIS JEWISH HOME 36 BAZEBERRY ROAD CORDOVA TN 38018 NONE PUBLIC PROGRAM SUPPORT 1600 MEMPHIS SHELBY CRIME COMMISSION 119 S MAIN ST STE 450 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 333333 MEMPHIS TOMORROW 17 W PONTOTOC AVE STE 100 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 50000 MEMPHIS UNION MISSION 383 POPLAR AVENUE MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 500000 MERITAN INC 4700 POPLAR AVENUE MEMPHIS TN 38117 NONE PUBLIC PROGRAM SUPPORT 331537 METROPOLITAN INTER-FAITH ASSOCIATION (MIFA) 910 VANCE AVE MEMPHIS TN 38126 NONE PUBLIC PROGRAM SUPPORT 1363222 MID-SOUTH PUBLIC COMMUNICATIONS FUND 7151 CHERRY FARMS RD CORDOVA TN 38016 NONE PUBLIC PROGRAM SUPPORT 50000 NEW MEMPHIS FELLOWS PROGRAM 22 N FRONT STREET SUITE 500 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 75000 OPERA MEMPHIS 6745 WOLF RIVER GREENWAY MEMPHIS TN 38120 NONE PUBLIC PROGRAM SUPPORT 320000 OUTMEMPHIS 892 COOPER STREET MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 125000 PLAYBACK MEMPHIS 1000 S COOPER STREET MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 8400 REGIONAL ONE HEALTH 877 JEFFERSON AVENUE MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 176946 RHODES COLLEGE 2000 N PARKWAY MEMPHIS TN 38112 NONE PUBLIC CONSTRUCTION PROJECT 880000 SERVICE OVER SELF 2505 POPLAR AVENUE MEMPHIS TN 38112 NONE PUBLIC PROGRAM SUPPORT 40000 SOUTHEASTERN COUNCIL OF FOUNDATIONS 50 HURT PIZ SE ATLANTA GA 30303 NONE PUBLIC PROGRAM SUPPORT 9600 TEMPLE ISRAEL 1376 E MASSEY RD MEMPHIS TN 38120 NONE PUBLIC PROGRAM SUPPORT 1333333 THE WORKS INC 1471 GENESIS CIRCLE MEMPHIS TN 38106 NONE PUBLIC PROGRAM SUPPORT 108517 UNIVERSITY OF MEMPHIS FOUNDATION 635 NORMAL STREET MEMPHIS TN 38152 NONE PUBLIC PROGRAM SUPPORT 250000 URBANART COMMISSION 422 N CLEVELAND STREET MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 45000 UTWEST INSTITUTE FOR CANCER RESEARCH 1924 ALCOA HIGHWAY KNOXVILLE TN 37920 NONE PUBLIC CONSTRUCTION PROJECT 500000 VOLUNTEER ODYSSEY 60 S MAIN STREET MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 27150 VOTE 70 INC 99 N MAIN STREET MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 10000 WITHERS COLLECTION INC 333 BEALE STREET MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 47169 WOLF RIVER CONSERVANCY INC 3100 WALNUT GROVE RD MEMPHIS TN 38111 NONE PUBLIC PROGRAM SUPPORT 90000 WOMEN'S FOUNDATION FOR A GREATER MEMPHIS 40 S MAIN STREET 2380 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 150000 YMCA OF MEMPHIS 6373 QUAIL HOLLOW STE 201 MEMPHIS TN 38120 NONE PUBLIC PROGRAM SUPPORT 200000 YOUTH VILLAGES 5515 SHELBY OAKS DRIVE MEMPHIS TN 38134 NONE PUBLIC PROGRAM SUPPORT 250000 ARC MID-SOUTH 3485 POPLAR AVENUE SUITE 210 MEMPHIS TN 38111 NONE PUBLIC PROGRAM SUPPORT 25919 11861790 CHRISTIAN BROTHERS UNIVERSITY 650 E PARKWAY S MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 690333 CITY OF MEMPHIS 125 N MAIN ST ROOM 700 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 462215 COMMUNITY ALLIANCE FOR THE HOMELESS INC 44 N SECOND ST STE 302 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 120000 FAMILY SAFETY CENTER 115 HULING AVENUE MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 600000 FAMILY SAFETY CENTER 600 JEFFERSON AVE STE 200 MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 225000 GERMANTOWN PERFORMING ARTS CENTER 1801 EXETER ROAD GERMANTOWN TN 38138 NONE PUBLIC PROGRAM SUPPORT 250000 INSTITUTE FOR CIVIL RIGHTS 450 MULBERRY STREET MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 200000 MEMPHIS CHAMBER FOUNDATION 22 N FRONT STREET STE 200 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 200000 MEMPHIS JEWISH FEDERATION 6560 POPLAR AVE B GERMANTOWN TN 38138 NONE PUBLIC ANNUAL CAMPAIGN 450000 MEMPHIS UNION MISSION 383 POPLAR AVENUE MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 500000 YMCA OF MEMPHIS 6373 QUAIL HOLLOW STE 201 MEMPHIS TN 38120 NONE PUBLIC PROGRAM SUPPORT 300000 3997548 14 463966 14 1276092 18 6166984 0 7907042 0 7907042 0 0 0 0 0 0 0 0 0 0 X X 1 MR AND MRS ALBERT BURNHAM 62 N MAIN STREET STE 201 MEMPHIS TN 38103 24614 X 2 D D EISENBERG 62 N MAIN STREET STE 201 MEMPHIS TN 38103 15000 X 3 MS DIANE RUDNER 62 N MAIN STREET STE 201 MEMPHIS TN 38103 25000 X 4 WILLIAM RUDNER 62 N MAIN STREET STE 201 MEMPHIS TN 38103 26968 X 1 628 SHARES OF COMCAST 24614 2017-12-31 4 400 SHARES OF STERICYCLE 26968 2017-12-31 AUDIT FEES 18000 18000 0 FURNITURE, FIXTURES AND EQUIPMENT 2008-06-30 448090 420234 SL 5.000000000000 18292 0 CORPORATE BONDS & COLLATERALIZED OBLIGATIONS 7563997 7490677 COMMON STOCKS/INTERNATIONAL MUTUAL FUNDS 44727490 64225043 3998403 3906203 0 0 FURNITURE, FIXTURES AND EQUIPMENT 448090 438526 9564 LEGAL FEES 8858 1107 7751 CRESCENT CLUB MEMBERSHIP 6500 6500 6500 CHANGE IN UNREALIZED GAINS/LOSSES 24545 TEMPORARY EMPLOYEES 600 25 575 COMPUTER EXPENSES 15248 640 14607 OFFICE EXPENSES 10653 447 10205 TELEPHONE 6982 293 6689 POSTAGE 1933 81 1852 DUES & SUBSCRIPTIONS 3125 131 2994 INSURANCE 12251 515 11736 OTHER FEES & SERVICES 3413 145 3269 REPAIRS & MAINTENANCE 4513 190 4323 INCREASE IN GRANT APPROPRIATIONS 5507813 CONSULTANTS-PROFESSIONAL 8192 344 7848 INVESTMENT ADVISORY FEES 427250 427250 0 CONSULTANTS-AGING PROGRAM 78610 0 78610 WILLIAM RUDNER 62 N MAIN STREET STE 201 MEMPHIS TN 38103 DIANE RUDNER 62 N MAIN STREET STE 201 MEMPHIS TN 38103 DD R EISENBERG 62 N MAIN STREET STE 201 MEMPHIS TN 38103 PATRICIA BURNHAM 62 N MAIN STREET STE 201 MEMPHIS TN 38103 FEDERAL EXCISE TAX 48009 0 0