PLOUGH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PLOUGH FOUNDATION (EIN 23-7175983)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-08
- IRS object ID
- 201531289349100423
- Schema version
- 2014v5.0
- 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 Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-08T10:12:52-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-06 | 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 | 2015-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $118,400,890 | 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 | $189,319 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $709,113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $709,113 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,888,879 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,888,879 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,824,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,305,252 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,824,003 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,000,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,611,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,421,995 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $340,707 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,626 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $301,081 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $459,365 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $19,293 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $440,072 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $220,310 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,254 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $211,056 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,186 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,023 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,163 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $713,566 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $641,161 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $72,405 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $96,045 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19,813 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $832 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $109,312 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,591 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $104,721 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,565 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $353 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,212 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $103,825 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,361 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $99,464 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,130,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $737,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,278,174 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,408,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,408,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,538,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $737,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,686,274 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,684,501 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,843 | CashBOYAmt |
| Cash EOY | $36,361 | CashEOYAmt |
| Cash EOYFMV | $36,361 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,357,366 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,139,307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,139,307 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,200,932 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,001,923 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,955,287 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $65,664,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,601,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $95,334,514 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,419,356 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,041,296 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,892,814 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $483,370 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $447,263 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $34,971 | LandBOYAmt |
| Land EOY | $36,107 | LandEOYAmt |
| Land EOYFMV | $36,107 | LandEOYFMVAmt |
| Other Assets BOY | $6,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $92,790,952 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,863,472 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $118,400,890 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,775,135 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,862,845 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $21,775,135 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,862,845 | 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 | -$70,871,177 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$87,886,367 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,015,817 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,000,627 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $92,790,952 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $92,863,472 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,015,817 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,520 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $71,088,337 | SubtotalAmt |
| Other Decreases | $17,087,710 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,000,627 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| STOCK - LONG TERM | P | $24,780,925 | $14,418,634 | $10,362,291 | $10,362,291 |
| STOCK - SHORT TERM | P | $1,732,983 | $1,385,659 | $347,324 | $347,324 |
| CORPORATE BONDS - LONG TERM | P | $4,709,710 | $4,691,802 | $17,908 | $17,908 |
| CORPORATE BONDS - SHORT TERM | P | $1,254,561 | $1,255,241 | -$680 | -$680 |
| GOVERNMENT BONDS - LONG TERM | P | $355,944 | $326,377 | $29,567 | $29,567 |
| GOVERNMENT BONDS - SHORT TERM | P | $670,269 | $668,656 | $1,613 | $1,613 |
| MORTGAGE OBLIGATIONS | P | $233 | $229 | $4 | $4 |
| INTERNATIONAL INVESTMENTS - LONG TERM | P | $410,018 | $373,671 | $36,347 | $36,347 |
| INTERNATIONAL INVESTMENTS - SHORT TERM | P | $390,609 | $360,980 | $29,629 | $29,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,824,003 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,462,516 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $115,474,045 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.116585 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,483,449 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $110,782,853 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.094631 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,460,692 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $115,113,383 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073499 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,428,927 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $115,322,160 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099104 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,540,668 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $106,694,935 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.108165 | DistributionYr5Rt |
| Total Distribution | 0.491984 | TotalDistributionRt |
| Average Distribution | 0.098397 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $119,800,731 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,788,033 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $126,845 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,914,878 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,686,274 | 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 | $126,845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $126,845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $126,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $92,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $92,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $759 | EsPenaltyAmt |
| Tax Due | $35,604 | TaxDueAmt |
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 | $4,000 | $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 | $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 |
| MIKE CARPENTER | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXECUTIVE DIRECTOR | 40.00 | $198,996 | $57,415 | $6,000 |
| 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 | $121,713 | $0 | $0 |
| RICK MASSON | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | $4,000 | $0 | $0 |
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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA JACOBS | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | PROGRAM DIRECTOR | 40.00 | $139,519 | $24,149 | $0 |
| ROBERT WALLACE | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | CHIEF FINANCIAL OFFI | 40.00 | $124,388 | $37,926 | $0 |
| JOANN CHRISTIAN | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXECUTIVE ASSISTANT | 40.00 | $109,977 | $25,876 | $0 |
| KATIE MIDGLEY | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | PROGRAM ASSOCIATE | 40.00 | $79,481 | $26,219 | $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 | |||||
| 6077 PRIMACY PARKWAY STE 228 | MEMPHIS | TN | 38119 | INVESTMENT ADVISORS | $406,720 |
| SOUTHEASTERN ASSET MANAGEMENT | |||||
| 6410 POPLAR AVENUE STE 900 | MEMPHIS | TN | 38119 | INVESTMENT ADVISORS | $232,808 |
| 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 | $113,760,584 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,828,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,107 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,625,108 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $121,625,108 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,824,377 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $119,800,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,990,037 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,990,037 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $126,845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $126,845 | TotalTaxAmt |
| Distributable Before Adj | $5,863,192 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,000,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,863,192 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,863,192 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,686,274 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,686,274 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $126,845 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,559,429 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,863,192 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,306,453 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,758,883 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,427,593 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,098,906 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,864,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,455,872 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,686,274 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,863,192 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,823,082 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,278,954 | 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 | $6,306,453 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,972,501 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,758,883 | ExcessFromYear4Amt |
| Excess From Year3 | $2,427,593 | ExcessFromYear3Amt |
| Excess From Year2 | $5,098,906 | ExcessFromYear2Amt |
| Excess From Year1 | $7,864,037 | ExcessFromYear1Amt |
| Excess From Current Year | $6,823,082 | 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 (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGING COMMISSION OF THE MID-SOUTH | |||||||
| 2760 UNION AVENUE | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $97,500 |
| AMERICAN RED CROSS OF THE MID-SOUTH | |||||||
| 1400 CENTRAL AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| ALLIANCE FOR NONPROFIT EXCELLENCE | |||||||
| 5100 POPLAR AVE 502 | MEMPHIS | TN | 38137 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| ARTSMEMPHIS | |||||||
| 119 SOUTH MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| AWA FAMILY MEDIATION CENTER | |||||||
| 1207 PEABODY AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $72,550 |
| BLUES FOUNDATION INC | |||||||
| 49 UNION AVENUE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 171 S HOLLYWOOD STREET | MEMPHIS | TN | 38112 | NONE | PUBLIC | CONSTRUCTION PROJECT | $100,000 |
| BOYS & GIRLS CLUBS OF GREATER MEMPHIS | |||||||
| 44 S REMBERT | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| BROOKS MUSEUM | |||||||
| 1934 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | CONSTRUCTION PROJECT | $200,000 |
| BRIDGES USA INC | |||||||
| 314 GOODLETT ST | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| CLEAN MEMPHIS INC | |||||||
| 1859 MADISON AVENUE | MEMPHIS | TN | 38174 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| COCAINE ALCOHOL AWARENESS PROGRAM | |||||||
| 4041 KNIGHT ARNOLD ROAD | MEMPHIS | TN | 38118 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| COMMUNITY ALLIANCE FOR THE HOMELESS INC | |||||||
| 44 N SECOND ST STE 302 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $60,000 |
| CONSORTIUM | |||||||
| 22 N FRONT STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $45,000 |
| DIXON GALLERY AND GARDENS | |||||||
| 4339 PARK AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $130,000 |
| EXCHANGE CLUB FAMILY CENTER OF THE MID-SOUTH INC | |||||||
| 2180 UNION AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| FAMILY SAFETY CENTER | |||||||
| 600 JEFFERSON AVE STE 200 | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $468,690 |
| FRIENDS OF THE LEVITT PAVILION MEMPHIS INC | |||||||
| 516 TENNESSEE STREET STE 422 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $120,000 |
| GOVERNORS FOUNDATION FOR HEALTH AND WELLNESS | |||||||
| 511 UNION STREET SUITE 720 | NASHVILLE | TN | 37219 | NONE | PUBLIC | PROGRAM SUPPORT | $40,000 |
| GRACE HOUSE OF MEMPHIS | |||||||
| 329 N BELLEVUE BLVD | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $18,000 |
| GRANTMAKERS IN AGING INC | |||||||
| 2001 JEFFERSON DAVIS HIGHWAY | ARLINGTON | VA | 22202 | NONE | PUBLIC | MEMBERSHIP DUES | $700 |
| GREATER MEMPHIS GREENLINE INC | |||||||
| 1680 JACKSON AVENUE | MEMPHIS | TN | 38107 | NONE | PUBLIC | PROGRAM SUPPORT | $40,000 |
| HABITAT FOR HUMANITY OF GREATER MEMPHIS | |||||||
| 7130 WINCHESTER ROAD | MEMPHIS | TN | 38125 | NONE | PUBLIC | PROGRAM SUPPORT | $479,440 |
| HATTILOO THEATRE | |||||||
| 656 MARSHALL AVENUE | MEMPHIS | TN | 38103 | NONE | PUBLIC | CAPITAL CAMPAIGN | $125,000 |
| LEBONHEUR CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 41817 | MEMPHIS | TN | 38174 | NONE | PUBLIC | PROGRAM SUPPORT | $500,000 |
| LEADERSHIP ACADEMY | |||||||
| 22 N FRONT STREET 160 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| LEADERSHIP MEMPHIS | |||||||
| 119 SOUTH MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $325,000 |
| MADONNA LEARNING CENTER | |||||||
| 7007 POPLAR AVENUE | GERMANTOWN | TN | 38138 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| MEDICAL EDUCATION AND RESEARCH INSTITUTE | |||||||
| 44 SOUTH CLEVELAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $26,200 |
| MEMPHIS AREA HOMEBUILDERS | |||||||
| 7990 TRINITY ROAD | CORDOVA | TN | 38018 | NONE | PUBLIC | PROGRAM SUPPORT | $56,040 |
| 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 CHILD ADVOCACY CENTER | |||||||
| 1085 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CAPITAL CAMPAIGN | $112,000 |
| MEMPHIS CITY SCHOOLS FOUNDATION | |||||||
| 2597 AVERY AVENUE | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| MEMPHIS GRANTMAKERS FORUM | |||||||
| 123 MCCORD HALL | MEMPHIS | TN | 38152 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 |
| MEMPHIS JEWISH FEDERATION | |||||||
| 6560 POPLAR AVE B | GERMANTOWN | TN | 38138 | NONE | PUBLIC | ANNUAL CAMPAIGN | $450,000 |
| MEMPHIS LEADERSHIP FOUNDATION | |||||||
| 1548 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| MEMPHIS ROCK-N-SOUL INC | |||||||
| 191 BEALE ST | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| MEMPHIS SHELBY CRIME COMMISSION | |||||||
| 119 S MAIN ST STE 450 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| MEMPHIS SYMPHONY ORCHESTRA | |||||||
| 585 S MENDENHALL ROAD | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $70,000 |
| MEMPHIS TOMORROW | |||||||
| 17 W PONTOTOC AVE STE 100 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $98,295 |
| MERITAN INC | |||||||
| 4700 POPLAR AVENUE | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| MID-SOUTH PUBLIC COMM FUND | |||||||
| 7151 CHERRY FARMS RD | CORDOVA | TN | 38016 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| NATIONAL ASSN TO PROTECT CHILDREN | |||||||
| POB 27451 | KNOXVILLE | TN | 37927 | NONE | PUBLIC | PROGRAM SUPPORT | $81,667 |
| NATIONAL CIVIL RIGHTS MUSEUM | |||||||
| 450 MULBERRY ST | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $100,000 |
| NEW DAY CHILDREN'S THEATRE INC | |||||||
| 4630 MERCHANTS PARK CIRCLE | COLLIERVILLE | TN | 38017 | NONE | PUBLIC | PROGRAM SUPPORT | $6,000 |
| OVERTON PARK CONSERVANCY | |||||||
| 1719 HARBERT AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $300,000 |
| ORPHEUM THEATRE | |||||||
| 203 S MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $500,000 |
| SHELBY COUNTY DRUG COURT | |||||||
| 201 POPLAR AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $40,000 |
| SHELBY COUNTY GOVERNMENT CRIME VICTIMS CENTER | |||||||
| 1750 MADISON AVE SUITE 100 | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $68,406 |
| SHELBY RESIDENTIAL AND VOCATIONAL SERVICES INC | |||||||
| 3592 KNIGHT ARNOLD RD | MEMPHIS | TN | 38118 | NONE | PUBLIC | PROGRAM SUPPORT | $300,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 50 HURT PIZ SE | ATLANTA | GA | 30303 | NONE | PUBLIC | PROGRAM SUPPORT | $8,000 |
| SOUTHERN COLLEGE OF OPTOMETRY | |||||||
| 1245 MADISON AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | CONSTRUCTION PROJECT | $200,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CONSTRUCTION PROJECT | $250,000 |
| SYNERGY FOUNDATION | |||||||
| 2305 AIRPORT INTERCHANGE AVE | MEMPHIS | TN | 38132 | NONE | PUBLIC | PROGRAM SUPPORT | $33,902 |
| TEMPLE ISRAEL | |||||||
| 1376 E MASSEY RD | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $525,000 |
| THE CANCER CARD XCHANGE | |||||||
| PO BOX 1004 | COLLIERVILLE | TN | 38027 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION - SCHOOL OF PUBLIC HEALTH | |||||||
| PO BOX 1000 | MEMPHIS | TN | 381480001 | NONE | PUBLIC | PROGRAM SUPPORT | $500,000 |
| WOLF RIVER CONSERVANCY INC | |||||||
| 3100 WALNUT GROVE RD | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $13,100 |
| CENTER CITY DEVELOPMENT CORP | |||||||
| 114 NORTH MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $250,000 |
| FIREFIGHTERS REGIONAL BURN CENTER | |||||||
| 877 JEFFERSON AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $1,000,000 |
| FRIENDS FOR LIFE | |||||||
| 43 N CLEVELAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| MEMPHIS ZOO | |||||||
| 2000 PRENTISS PLACE | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $750,000 |
| MID-SOUTH MINORITY COUNCIL TADP INC | |||||||
| 158 MADISON AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NONE | PUBLIC | CONSTRUCTION PROJECT | $880,000 |
| SHELBY COUNTY BOOKS FROM BIRTH | |||||||
| 2924 WALNUT GROVR ROAD 4 | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| SHELBY FARMS PARK CONSERVATORY | |||||||
| 500 N PINE LAKE DRIVE | MEMPHIS | TN | 38134 | NONE | PUBLIC | CONSTRUCTION PROJECT | $500,000 |
| WILLIAM R MOORE COLLEGE OF TECHNOLOGY | |||||||
| 1200 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| THE RICHARD G FARMER & ALLEN O BATTLE CRISIS CENTER | |||||||
| 135 NORTH PAULINE ST | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $34,060 |
| UTWEST INSTITUTE FOR CANCER RESEARCH | |||||||
| 1924 ALCOA HIGHWAY | KNOXVILLE | TN | 37920 | NONE | PUBLIC | CONSTRUCTION PROJECT | $500,000 |
| 902 BLOC SQUAD | |||||||
| 315 S HOLLYWOOD STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,408,100 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGING COMMISSION OF THE MID-SOUTH | |||||||
| 2760 UNION AVENUE | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $195,000 |
| AMERICAN RED CROSS OF THE MID-SOUTH | |||||||
| 1400 CENTRAL AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $145,669 |
| AVE MARIA FOUNDATION OF MEMPHIS INC | |||||||
| 2805 CHARLES BRYAN ROAD | MEMPHIS | TN | 38134 | NONE | PUBLIC | PROGRAM SUPPORT | $210,450 |
| AWA FAMILY MEDIATION CENTER | |||||||
| 1207 PEABODY AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $145,100 |
| BAPTIST MEMORIAL HEALTH CARE FOUNDATION | |||||||
| 6019 WALNUT GROVE ROAD | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $100,195 |
| BOYS & GIRLS CLUBS OF GREATER MEMPHIS | |||||||
| 44 S REMBERT | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $300,000 |
| BRIDGES USA INC | |||||||
| 314 GOODLETT ST | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $350,000 |
| CITY OF MEMPHIS | |||||||
| 125 N MAIN ST ROOM 700 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $750,000 |
| COMMUNITY ALLIANCE FOR THE HOMELESS INC | |||||||
| 44 N SECOND ST STE 302 | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $120,000 |
| CONSORTIUM | |||||||
| 22 N FRONT STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $500,000 |
| DIXON GALLERY AND GARDENS | |||||||
| 4339 PARK AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $170,000 |
| END DOMESTIC ABUSE WISCONSIN | |||||||
| 1245 E WASHINGTON AVENUE | MADISON | WI | 53703 | NONE | PUBLIC | PROGRAM SUPPORT | $219,888 |
| EXCHANGE CLUB FAMILY CENTER OF THE MID-SOUTH INC | |||||||
| 2180 UNION AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| FAMILY SAFETY CENTER | |||||||
| 600 JEFFERSON AVE STE 200 | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $637,380 |
| FRIENDS OF THE LEVITT PAVILION MEMPHIS INC | |||||||
| 516 TENNESSEE STREET STE 422 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $120,000 |
| HABITAT FOR HUMANITY OF GREATER MEMPHIS | |||||||
| 7130 WINCHESTER ROAD | MEMPHIS | TN | 38125 | NONE | PUBLIC | PROGRAM SUPPORT | $3,509,760 |
| HATTILOO THEATRE | |||||||
| 656 MARSHALL AVENUE | MEMPHIS | TN | 38103 | NONE | PUBLIC | CAPITAL CAMPAIGN | $150,000 |
| LEBONHEUR CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 41817 | MEMPHIS | TN | 38174 | NONE | PUBLIC | PROGRAM SUPPORT | $2,000,000 |
| MEMPHIS AREA HOMEBUILDERS | |||||||
| 7990 TRINITY ROAD | CORDOVA | TN | 38018 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| MEMPHIS AREA LEGAL SERVICES INC | |||||||
| 22 N FRONT STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $145,100 |
| MEMPHIS JEWISH FEDERATION | |||||||
| 6560 POPLAR AVE B | GERMANTOWN | TN | 38138 | NONE | PUBLIC | ANNUAL CAMPAIGN | $450,000 |
| MEMPHIS RECOVERY CENTERS | |||||||
| 219 N MONTGOMERY ST | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| MEMPHIS SYMPHONY ORCHESTRA | |||||||
| 585 S MENDENHALL ROAD | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $130,000 |
| MERITAN INC | |||||||
| 4700 POPLAR AVENUE | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $323,220 |
| MIFA | |||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC | PROGRAM SUPPORT | $3,981,898 |
| OPERA MEMPHIS | |||||||
| 6745 WOLF RIVER GREENWAY | MEMPHIS | TN | 38120 | NONE | PUBLIC | CAPITAL CAMPAIGN | $640,000 |
| RISE FOUNDATION | |||||||
| 2650 THOUSAND OAKS BLVD STE 2400 | MEMPHIS | TN | 38118 | NONE | PUBLIC | PROGRAM SUPPORT | $252,400 |
| REDZONE MINISTRIES INC | |||||||
| 2876 PARK AVE | MEMPHIS | TN | 38114 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000,000 |
| SHELBY COUNTY GOVERNMENT CRIME VICTIMS CENTER | |||||||
| 1750 MADISON AVE SUITE 100 | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $136,813 |
| SOUTHERN COLLEGE OF OPTOMETRY | |||||||
| 1245 MADISON AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $80,000 |
| TEMPLE ISRAEL | |||||||
| 1376 E MASSEY RD | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $4,525,000 |
| UTWEST INSTITUTE FOR CANCER RESEARCH | |||||||
| 1924 ALCOA HIGHWAY | KNOXVILLE | TN | 37920 | NONE | PUBLIC | CONSTRUCTION PROJECT | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $23,587,873 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $709,113 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,888,879 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,824,003 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT DISTRIBUTION RECOVERIES | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,000,000 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,000,000 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,421,995 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,421,995 | 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 | $100,268 | Yes (X) | Yes (X) |
| MR MRS ALBERT BURNHAM | |||||||
| 2 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $25,102 | 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 | $23,949 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1600 SHS OF EMC CORP, 1770 SHS OF PFIZER | $100,268 | 2014-12-16 |
| 2 | 182 SHS OF COSTCO | $25,102 | 2014-12-15 |
| 5 | 150 SHS OF 3M COMPANY | $23,949 | 2014-12-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $16,000 | 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 | $483,370 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $427,450 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $19,813 | 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 | $14,041,296 | EOYBookValueAmt |
| EOYFMV | $13,892,814 | 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 | $69,601,978 | EOYBookValueAmt |
| EOYFMV | $95,334,514 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,001,923 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,955,287 | 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 | $483,370 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $447,263 | AccumulatedDepreciationAmt |
| Book Value | $36,107 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,186 | LegalFeesAmt |
| Net Investment Income | $2,023 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,163 | 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 | INCREASE IN GRANT APPROPRIATIONS | Desc |
| Amt | $17,087,710 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TEMPORARY EMPLOYEES | $660 | $28 | $632 |
| COMPUTER EXPENSES | $18,521 | $778 | $17,743 |
| OFFICE EXPENSES | $9,336 | $392 | $8,944 |
| TELEPHONE | $6,411 | $269 | $6,142 |
| POSTAGE | $772 | $32 | $740 |
| DUES & SUBSCRIPTIONS | $2,663 | $112 | $2,551 |
| INSURANCE | $12,262 | $515 | $11,747 |
| OTHER FEES & SERVICES | $2,790 | $117 | $2,673 |
| REPAIRS & MAINTENANCE | $6,038 | $254 | $5,784 |
| OTHER OPERATING EXPENSES | $44,372 | $1,864 | $42,508 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT DISTRIBUTION RECOVERIES | Desc |
| Revenue And Expenses Per Books | $2,000,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,000,000 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANTS-PROFESSIONAL | $74,038 | $1,633 | $72,405 |
| INVESTMENT ADVISORY FEES | $639,528 | $639,528 | $0 |
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 | $96,045 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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