PLOUGH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PLOUGH FOUNDATION (EIN 23-7175983)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-02
- IRS object ID
- 201741229349100039
- Schema version
- 2016v3.0
- 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 Decreases 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 | 2017-05-02T15:13:50-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 381209420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-05-02 | 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 | 2017-05-01 | 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 | 2017-05-02 | IPDt |
| IP Tm | 10:33:06 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B29E6AE466FC7EDD153227294F917A610944C2CC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FF200F628B0826F83F6B05AD06867F75AE631511 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $81,977,443 | 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 | $193,473 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $538,080 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $538,080 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,351,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,351,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,171,180 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,021,458 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,171,180 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,254,237 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,060,764 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $453,959 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,111 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $416,848 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $439,897 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,475 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $421,422 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $237,431 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,972 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $227,459 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,649 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,956 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,693 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $599,896 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $446,811 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $153,085 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $81,634 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $23,327 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $980 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $107,386 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,510 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $102,876 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,636 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $373 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,263 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,265 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,280 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,985 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,062,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $539,968 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,418,631 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,898,742 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,898,742 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,961,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $539,968 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,317,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,707,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,520,796 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,166 | CashBOYAmt |
| Cash EOY | $25,155 | CashEOYAmt |
| Cash EOYFMV | $25,155 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,830,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,169,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,176,531 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,040,970 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,953,988 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,855,471 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $62,365,673 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,986,026 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,687,134 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,914,133 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,360,563 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,198,796 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $448,090 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $420,234 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $44,695 | LandBOYAmt |
| Land EOY | $27,856 | LandEOYAmt |
| Land EOYFMV | $27,856 | LandEOYFMVAmt |
| Other Assets BOY | $6,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $83,239,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,529,517 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,977,443 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $32,904,736 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $20,837,827 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $32,904,736 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,837,827 | 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 | -$91,552,308 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$94,195,304 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,334,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,691,690 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,239,422 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,529,517 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,334,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,707,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,066,909 | OtherIncreasesAmt |
| Subtotal | $47,694,510 | SubtotalAmt |
| Other Decreases | $2,820 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,691,690 | 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 | $1,333,045 | $1,370,877 | -$37,832 | -$37,832 |
| INTERNATIONAL INVESTMENTS - SHORT TERM | P | $341,307 | $341,307 | $0 | $0 |
| STOCK - LONG TERM | P | $19,031,019 | $16,018,550 | $3,012,469 | $3,012,469 |
| STOCK - SHORT TERM | P | $5,891,471 | $5,862,419 | $29,052 | $29,052 |
| CORPORATE BONDS - LONG TERM | P | $5,469,803 | $5,486,504 | -$16,701 | -$16,701 |
| CORPORATE BONDS - SHORT TERM | P | $41,028,905 | $41,208,817 | -$179,912 | -$179,912 |
| GOVERNMENT BONDS - LONG TERM | P | $1,790,314 | $1,467,833 | $322,481 | $322,481 |
| MORTGAGE OBLIGATIONS - LONG TERM | P | $200,055 | $200,054 | $1 | $1 |
| MORTGAGE OBLIGATIONS - SHORT TERM | P | $1,035,000 | $1,035,000 | $0 | $0 |
| GOVERNMENT BONDS - SHORT TERM | P | $15,487,686 | $15,446,064 | $41,622 | $41,622 |
| MUNICIPAL BONDS - SHORT TERM | P | $2,412,853 | $2,412,853 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,171,180 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,635,484 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $104,411,645 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.207213 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,559,429 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $119,800,731 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.121530 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,462,516 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $115,474,045 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.116585 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,483,449 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $110,782,853 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.094631 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,460,692 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $115,113,383 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073499 | DistributionYr5Rt |
| Total Distribution | 0.613458 | TotalDistributionRt |
| Average Distribution | 0.122692 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $84,678,757 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,389,406 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $45,208 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,434,614 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,317,373 | 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 | $45,208 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45,208 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45,208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,750 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $90,750 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $45,542 | OverpaymentAmt |
| Applied To ES Tax | $45,542 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
| 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 | $5,000 | $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 | $5,000 | $0 | $0 |
| MIKE CARPENTER | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | OUTGOING EXECUTIVE DIRECTOR | 40.00 | $208,494 | $32,168 | $1,500 |
| 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 | $5,000 | $0 | $0 |
| SUNTRUST BANK | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $86,758 | $0 | $0 |
| RICK MASSON | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE/ INCOMING EXECUTIVE DIRECTOR | 1.00 | $140,707 | $21,332 | $3,500 |
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 | $139,062 | $39,106 | $0 |
| JOANN CHRISTIAN | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXECUTIVE ASSISTANT | 40.00 | $128,235 | $21,052 | $0 |
| KATIE MIDGLEY | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | RESEARCH & EVALUATIO | 40.00 | $92,949 | $32,434 | $0 |
| COURTNEY LEON | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | PROGRAM DIRECTOR | 40.00 | $79,653 | $34,655 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 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 | $298,396 |
| SOUTHEASTERN ASSET MANAGEMENT | |||||
| 6410 POPLAR AVENUE STE 900 | MEMPHIS | TN | 38119 | INVESTMENT ADVISORS | $147,816 |
| MEMPHIS DATA PARTNERS FOR CHILDREN | |||||
| 311 N MCNEIL AVENUE | MEMPHIS | TN | 38103 | PROGRAM EVALUATION | $72,340 |
| 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 | $80,271,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,662,520 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $34,356 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,968,281 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,968,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,289,524 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,678,757 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,233,938 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,233,938 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,208 | TotalTaxAmt |
| Distributable Before Adj | $4,188,730 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,188,730 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,188,730 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,317,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,317,373 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $45,208 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,272,165 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,188,730 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,427,593 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,098,906 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,864,037 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,823,082 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,616,652 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,830,270 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,317,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,188,730 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,128,643 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,958,913 | 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 | $2,427,593 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,531,320 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,098,906 | ExcessFromYear4Amt |
| Excess From Year3 | $7,864,037 | ExcessFromYear3Amt |
| Excess From Year2 | $6,823,082 | ExcessFromYear2Amt |
| Excess From Year1 | $16,616,652 | ExcessFromYear1Amt |
| Excess From Current Year | $15,128,643 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE RUDNER | ContributingManagerNm |
| Contributing Manager | JOCELYN 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 JANUARY 2, APRIL 1, JULY 1, OR OCTOBER 1. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS PRIMARILY IN MEMPHIS/SHELBY COUNTY. NO GRANTS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 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 |
| AGING COMMISSION OF THE MID-SOUTH | |||||||
| 2760 UNION AVENUE | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $97,500 |
| ALLIANCE FOR NONPROFIT EXCELLENCE | |||||||
| 5100 POPLAR AVE 502 | MEMPHIS | TN | 38137 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| ALZHEIMER'S DAY SERVICES OF MEMPHIS INC | |||||||
| 3185 HICKORY HILL ROAD | MEMPHIS | TN | 38115 | NONE | PUBLIC | PROGRAM SUPPORT | $36,219 |
| AMERICAN RED CROSS OF THE MID-SOUTH | |||||||
| 1400 CENTRAL AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $110,000 |
| AVE MARIA FOUNDATION OF MEMPHIS INC | |||||||
| 2805 CHARLES BRYAN ROAD | MEMPHIS | TN | 38134 | NONE | PUBLIC | PROGRAM SUPPORT | $18,828 |
| AWA FAMILY MEDIATION CENTER | |||||||
| 1207 PEABODY AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $72,550 |
| BALLET MEMPHIS | |||||||
| 7950 TRINITY ROAD | CORDOVA | TN | 38018 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| BRIDGES USA INC | |||||||
| 314 GOODLETT ST | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| BROOKS MUSEUM | |||||||
| 1934 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | CONSTRUCTION PROJECT | $185,000 |
| CHALKBEAT | |||||||
| 477 S MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| CHILDREN'S MUSEUM OF MEMPHIS | |||||||
| 2525 CENTRAL AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| CHURCH HEALTH CENTER | |||||||
| 1196 PEABODY AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $2,000,000 |
| CITY OF MEMPHIS | |||||||
| 125 N MAIN ST ROOM 700 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $375,000 |
| CLEAN MEMPHIS INC | |||||||
| 1859 MADISON AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $32,000 |
| COMMUNITY ALLIANCE FOR THE HOMELESS INC | |||||||
| 44 N SECOND ST STE 302 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $60,000 |
| COMMUNITY FOUNDATION OF GREATER MEMPHIS | |||||||
| 1900 UNION AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 |
| DIXON GALLERY AND GARDENS | |||||||
| 4339 PARK AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $90,000 |
| EXCHANGE CLUB FAMILY CENTER OF THE MID-SOUTH INC | |||||||
| 2180 UNION AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 115 HULING AVENUE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $160,000 |
| FAMILY SAFETY CENTER | |||||||
| 600 JEFFERSON AVE STE 200 | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $358,690 |
| FIRST STEP RECOVERY | |||||||
| 1950 MADISON AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $80,500 |
| GRANTMAKERS IN AGING INC | |||||||
| 2001 JEFFERSON DAVIS HIGHWAY | ARLINGTON | VA | 22202 | NONE | PUBLIC | MEMBERSHIP DUES | $700 |
| HABITAT FOR HUMANITY OF GREATER MEMPHIS | |||||||
| 7130 WINCHESTER ROAD | MEMPHIS | TN | 38125 | NONE | PUBLIC | PROGRAM SUPPORT | $1,938,807 |
| HATTILOO THEATRE | |||||||
| 656 MARSHALL AVENUE | MEMPHIS | TN | 38103 | NONE | PUBLIC | CAPITAL CAMPAIGN | $50,000 |
| LEADERSHIP MEMPHIS | |||||||
| 119 SOUTH MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $148,000 |
| LEBONHEUR CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 41817 | MEMPHIS | TN | 38174 | NONE | PUBLIC | PROGRAM SUPPORT | $500,000 |
| MEDICAL EDUCATION AND RESEARCH INSTITUTE | |||||||
| 44 SOUTH CLEVELAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $14,610 |
| MEMPHIS AREA LEGAL SERVICES INC | |||||||
| 22 N FRONT STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $72,550 |
| MEMPHIS AREA WOMEN'S COUNCIL | |||||||
| 2574 SAM COOPER BLVD | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $30,000 |
| MEMPHIS CITY SCHOOLS FOUNDATION | |||||||
| 2597 AVERY AVENUE | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| MEMPHIS JEWISH COMMUNITY CENTER | |||||||
| 6560 POPLAR AVENUE | MEMPHIS | TN | 38138 | NONE | PUBLIC | PROGRAM SUPPORT | $750,000 |
| MEMPHIS JEWISH FEDERATION | |||||||
| 6560 POPLAR AVE B | GERMANTOWN | TN | 38138 | NONE | PUBLIC | ANNUAL CAMPAIGN | $450,000 |
| MEMPHIS MUSEUMS INC | |||||||
| 3050 CENTRAL AVENUE | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $350,000 |
| MEMPHIS SHELBY CRIME COMMISSION | |||||||
| 119 S MAIN ST STE 450 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $333,334 |
| MEMPHIS SYMPHONY ORCHESTRA | |||||||
| 585 S MENDENHALL ROAD | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $60,000 |
| MEMPHIS TOMORROW | |||||||
| 17 W PONTOTOC AVE STE 100 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| MERITAN INC | |||||||
| 4700 POPLAR AVENUE | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $98,211 |
| METROPOLITAN INTER-FAITH ASSOCIATION (MIFA) | |||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC | PROGRAM SUPPORT | $1,195,475 |
| MID-SOUTH PUBLIC COMMUNICATIONS FUND | |||||||
| 7151 CHERRY FARMS RD | CORDOVA | TN | 38016 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| NEW MEMPHIS FELLOWS PROGRAM | |||||||
| 22 N FRONT STREET SUITE 500 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| OPERA MEMPHIS | |||||||
| 6745 WOLF RIVER GREENWAY | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $320,000 |
| OVERTON PARK CONSERVANCY | |||||||
| 1719 HARBERT AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| PORTER LEATH | |||||||
| 868 N MANASSAS STREET | MEMPHIS | TN | 38107 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NONE | PUBLIC | CONSTRUCTION PROJECT | $880,000 |
| RISE FOUNDATION | |||||||
| 2650 THOUSAND OAKS BLVD STE 2400 | MEMPHIS | TN | 38118 | NONE | PUBLIC | PROGRAM SUPPORT | $103,000 |
| SCHOOLSEED FOUNDATION | |||||||
| 2670 UNION EXT SUITE 1123 | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $1,307,180 |
| SHELBY COUNTY BOOKS FROM BIRTH | |||||||
| 2924 WALNUT GROVR ROAD 4 | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| SHELBY COUNTY GOVERNMENT CRIME VICTIMS CENTER | |||||||
| 1750 MADISON AVE SUITE 100 | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $68,407 |
| SHELBY FARMS PARK CONSERVATORY | |||||||
| 500 N PINE LAKE DRIVE | MEMPHIS | TN | 38134 | NONE | PUBLIC | CONSTRUCTION PROJECT | $500,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 50 HURT PIZ SE | ATLANTA | GA | 30303 | NONE | PUBLIC | PROGRAM SUPPORT | $9,600 |
| SYNERGY FOUNDATION | |||||||
| 2305 AIRPORT INTERCHANGE AVE | MEMPHIS | TN | 38132 | NONE | PUBLIC | PROGRAM SUPPORT | $12,093 |
| TEMPLE ISRAEL | |||||||
| 1376 E MASSEY RD | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $1,333,334 |
| THE WORKS INC | |||||||
| 1471 GENESIS CIRCLE | MEMPHIS | TN | 38106 | NONE | PUBLIC | PROGRAM SUPPORT | $106,154 |
| UT HEALTH SCIENCE CENTER | |||||||
| 62 S DUNLAP STREET 300 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,898,742 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 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 | $200,000 |
| AMERICAN RED CROSS OF THE MID-SOUTH | |||||||
| 1400 CENTRAL AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $136,900 |
| BALLET MEMPHIS | |||||||
| 7950 TRINITY ROAD | CORDOVA | TN | 38018 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| BINGHAMPTON DEVELOPMENT CORPORATION | |||||||
| 280 TILLMAN STREET | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $600,000 |
| CHRIST COMMUNITY HEALTH SERVICES | |||||||
| 2595 CENTRAL AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $750,000 |
| COMMUNITY LIFT | |||||||
| 119 S CT AVE STE 100 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 115 HULING AVENUE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $240,000 |
| FAMILY SAFETY CENTER | |||||||
| 600 JEFFERSON AVE STE 200 | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $40,000 |
| MEMPHIS JEWISH FEDERATION | |||||||
| 6560 POPLAR AVE B | GERMANTOWN | TN | 38138 | NONE | PUBLIC | ANNUAL CAMPAIGN | $450,000 |
| MEMPHIS SHELBY CRIME COMMISSION | |||||||
| 119 S MAIN ST STE 450 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $666,666 |
| METHODIST HEALTHCARE FOUNDATION | |||||||
| 1211 UNION AVENUE STE 450 | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| MID-SOUTH FOOD BANK | |||||||
| 239 S DUDLEY STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION | |||||||
| PO BOX 1000 | MEMPHIS | TN | 381480001 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000,000 |
| YOUTH VILLAGES | |||||||
| 5515 SHELBY OAKS DRIVE | MEMPHIS | TN | 38134 | NONE | PUBLIC | PROGRAM SUPPORT | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,483,566 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $538,080 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,351,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,171,180 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,060,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,060,764 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOCELYN P RUDNER | |||||||
| 1 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $101,192 | Yes (X) | Yes (X) |
| MR AND MRS ALBERT BURNHAM | |||||||
| 2 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $25,065 | Yes (X) | Yes (X) |
| D D EISENBERG | |||||||
| 3 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $15,000 | Yes (X) | |
| MS DIANE RUDNER | |||||||
| 4 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $25,000 | Yes (X) | |
| WILLIAM RUDNER | |||||||
| 5 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $25,394 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 833 SHARES OF MERCK & CO, 819 SHARES OF MICROSOFT | $101,192 | 2016-12-09 |
| 2 | 245 SHARES OF PEPSICO | $25,065 | 2016-12-08 |
| 5 | 300 SHARES OF WALGREENS | $25,394 | 2016-12-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $17,500 | Amt |
| Net Investment Income | $17,500 | 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 | $448,090 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $396,907 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $23,327 | 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 | $9,360,563 | EOYBookValueAmt |
| EOYFMV | $9,198,796 | 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 | $48,986,026 | EOYBookValueAmt |
| EOYFMV | $62,687,134 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,953,988 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,855,471 | 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 | $448,090 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $420,234 | AccumulatedDepreciationAmt |
| Book Value | $27,856 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,649 | LegalFeesAmt |
| Net Investment Income | $1,956 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,693 | 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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETAINED EARNINGS CHANGE FROM PRIOR YEAR | Desc |
| Amt | $2,820 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TEMPORARY EMPLOYEES | $805 | $34 | $771 |
| COMPUTER EXPENSES | $14,405 | $605 | $13,800 |
| OFFICE EXPENSES | $9,488 | $398 | $9,090 |
| TELEPHONE | $6,896 | $290 | $6,606 |
| POSTAGE | $822 | $35 | $787 |
| DUES & SUBSCRIPTIONS | $3,501 | $147 | $3,354 |
| INSURANCE | $11,703 | $492 | $11,211 |
| OTHER FEES & SERVICES | $2,154 | $90 | $2,064 |
| REPAIRS & MAINTENANCE | $4,491 | $189 | $4,302 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN GRANT APPROPRIATIONS | Desc |
| Amt | $12,066,909 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANTS-PROFESSIONAL | $14,251 | $599 | $13,652 |
| INVESTMENT ADVISORY FEES | $446,212 | $446,212 | $0 |
| CONSULTANTS-AGING PROGRAM | $139,433 | $0 | $139,433 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JOCELYN RUDNER | |||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 |
| 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 | $81,634 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments