JOHN DUSTIN BUCKMAN CHARITABLE TRUST: Form 990PF, tax year 2013
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- Organization
- JOHN DUSTIN BUCKMAN CHARITABLE TRUST (EIN 62-6155483)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2014-12-19
- IRS object ID
- 201403539349100505
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-19T17:00:20-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626155483 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN DUSTIN BUCKMAN CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38117 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST TENNESSEE BANK | PersonNm |
| Person Title | FIRST TN BANK | PersonTitleTxt |
| Signature | 2014-12-19 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $25,292,398 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $870,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $870,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $458,537 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,491,531 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $458,537 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,328,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,328,729 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,918 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,459 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,459 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,559 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $222 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $188,699 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,459 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,459 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,293,932 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,293,932 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,482,631 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,459 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,369,391 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$153,902 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,253,270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,990 | CashBOYAmt |
| Cash EOY | $1,845 | CashEOYAmt |
| Cash EOYFMV | $1,845 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $115,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $158,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $158,043 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $1,664,455 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,681,780 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,699,213 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,842,623 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,681,510 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,454,910 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,659,747 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,577,664 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,978,387 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,285,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,100,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,292,398 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $22,285,615 | CapitalStockBOYAmt |
| Capital Stock EOY | $22,100,842 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,285,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,100,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,285,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,100,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,285,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$153,902 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,131,713 | SubtotalAmt |
| Other Decreases | $30,871 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,100,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 256. ACTAVIS INC | 2008-10-06 | 2013-10-01 | $36,867 | $6,820 | $30,047 | $30,047 | |
| 75. ACTAVIS INC | 2013-02-07 | 2013-10-01 | $10,801 | $6,486 | $4,315 | $4,315 | |
| 500000. GOLDMAN SACHS 5.250% 10/15/13 | 2006-08-18 | 2013-10-15 | $500,000 | $500,000 | |||
| 13758.918 OPPENHEIMER DEVELOPING MKT-Y | 2013-03-04 | 2013-10-31 | $520,913 | $484,921 | $35,992 | $35,992 | |
| 500000. BP CAPITAL PLC 5.250% 11/07/13 | 2008-12-03 | 2013-11-07 | $500,000 | $513,240 | -$13,240 | -$13,240 | |
| 100000. FHLB 1.200% 11/29/13 | 2011-05-24 | 2013-11-29 | $100,000 | $100,670 | -$670 | -$670 | |
| 100000. FHLB 3.125% 12/13/13 | 2011-02-18 | 2013-12-13 | $100,000 | $104,752 | -$4,752 | -$4,752 | |
| 200. APACHE CORP | 2013-02-07 | 2014-01-17 | $16,941 | $16,772 | $169 | $169 | |
| 181. APACHE CORP | 2007-08-09 | 2014-01-17 | $15,332 | $14,562 | $770 | $770 | |
| 490. COLGATE PALMOLIVE CO WITH RIGHTS EXP 10/24/98 | 2008-02-08 | 2014-01-17 | $31,751 | $18,384 | $13,367 | $13,367 | |
| 150. COLGATE PALMOLIVE CO WITH RIGHTS EXP 10/24/98 | 2013-02-07 | 2014-01-17 | $9,720 | $8,236 | $1,484 | $1,484 | |
| 225. HARRIS CORP DEL | 2013-02-07 | 2014-01-17 | $15,827 | $10,426 | $5,401 | $5,401 | |
| 460. HARRIS CORP DEL | 2011-08-31 | 2014-01-17 | $32,358 | $17,492 | $14,866 | $14,866 | |
| 300. ORACLE SYSTEMS | 2013-02-07 | 2014-01-17 | $11,499 | $10,425 | $1,074 | $1,074 | |
| 619. ORACLE SYSTEMS | 2011-08-31 | 2014-01-17 | $23,726 | $17,499 | $6,227 | $6,227 | |
| 2800. BROWN CAP MGMT MID CAP-INST | 2013-01-17 | 2014-02-05 | $70,168 | $58,744 | $11,424 | $11,424 | |
| 51020.408 FIDELITY ADV FLO RT H/I-I | 2012-03-29 | 2014-02-05 | $508,673 | $500,000 | $8,673 | $8,673 | |
| 990. ING MIDCAP OPPORTUNITIES-I | 2013-01-17 | 2014-02-05 | $24,522 | $22,226 | $2,296 | $2,296 | |
| 6920. MFS INTL VALUE-I | 2013-07-31 | 2014-02-05 | $230,782 | $228,014 | $2,768 | $2,768 | |
| 2460. SOUTHERNSUN SM CAP FUND-INS | 2013-01-17 | 2014-02-05 | $70,627 | $57,490 | $13,137 | $13,137 | |
| 6370. OPPENHEIMER INTL GROWTH FD-Y | 2013-07-31 | 2014-02-05 | $228,492 | $220,275 | $8,217 | $8,217 | |
| 8430. VANGUARD REIT INDEX FUND-SIG | 2012-08-22 | 2014-02-05 | $213,279 | $208,504 | $4,775 | $4,775 | |
| 3280. VANGUARD SMALL CAP VALUE STK INSTL | 2013-01-17 | 2014-02-05 | $72,521 | $58,408 | $14,113 | $14,113 | |
| 16870. VANGUARD S/C GROWTH INDX INS | 2013-01-17 | 2014-02-05 | $557,047 | $409,580 | $147,467 | $147,467 | |
| 319. LABORATORY CORP AMERICA HOLDINGS | 2013-02-07 | 2014-04-02 | $32,571 | $27,768 | $4,803 | $4,803 | |
| 500000. PRIN LIFE INC FD MTN 5.100% 4/15/14 | 2008-06-04 | 2014-04-15 | $500,000 | $502,470 | -$2,470 | -$2,470 | |
| 100000. FFCB 2.625% 4/17/14 | 2011-02-08 | 2014-04-17 | $100,000 | $103,015 | -$3,015 | -$3,015 | |
| 120. NOW INC/DE | 2013-02-07 | 2014-06-11 | $4,070 | $3,151 | $919 | $919 | |
| .5 NOW INC/DE | 2013-02-07 | 2014-06-12 | $17 | $13 | $4 | $4 | |
| 500000. BERKSHIRE HATHWY 5.100% 7/15/14 | 2006-09-26 | 2014-07-15 | $500,000 | $498,385 | $1,615 | $1,615 | |
| 200000. HSBC FIN CORP MTN 6.000% 8/15/14 | 2007-08-15 | 2014-08-15 | $200,000 | $200,000 | |||
| 100000. FFCB 3.000% 9/22/14 | 2011-02-18 | 2014-09-22 | $100,000 | $104,266 | -$4,266 | -$4,266 | |
| CAPITAL GAIN DIVIDENDS | $153,027 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $458,537 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,317,788 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,413,571 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053978 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,581,099 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,829,072 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066352 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,027,805 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,237,167 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044231 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,010,159 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,777,611 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044349 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $967,238 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,546,148 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044891 | DistributionYr5Rt |
| Total Distribution | 0.253801 | TotalDistributionRt |
| Average Distribution | 0.05076 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,386,877 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,288,638 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,533 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,301,171 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,369,391 | 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 | $12,533 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,533 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,533 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,192 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $20,192 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,659 | OverpaymentAmt |
| Applied To ES Tax | $7,659 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST TENNESSEE BANK | BusinessNameLine1 |
| Business Name Line2 | TRUST DEPARTMENT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9016812349 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST TENNESSEE BANK | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $150,918 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,087,172 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $686,307 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,773,479 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,773,479 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $386,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,386,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,269,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,269,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,533 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,533 | TotalTaxAmt |
| Distributable Before Adj | $1,256,811 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,256,811 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,256,811 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,369,391 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,369,391 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,533 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,356,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,256,811 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $138,989 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,369,391 | QualifyingDistributionsAmt |
| Applied To Year1 | $138,989 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,230,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $26,409 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MRS LEIGH LAWYER TRUST OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1 |
| City | MEMHIS | City |
| State | TN | State |
| ZIP Code | 38117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9016812349 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF STATEMENTOF THE PURPOSE OF THE ORGANIZATION AND INTENDED USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONE-HALF OF THE INCOME FROM THIS TRUST IS INTENDED FOR NEEDY CAUSES WHICH ARE OF BENEFIT TO CHILDREN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| HATTILOO THEATRE | ||||||||
| 37 SOUTH COOPER | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| MAN RISE FOUNDATION | ||||||||
| 7111 BELL MANOR COVE | GERMANTOWN | TN | 38138 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $45,000 | |
| THE EXCEPTIONAL FOUNDATION | ||||||||
| 2804 CENTRAL | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $30,000 | |
| NEIGHBORHOOD CHRISTIAN CENTER INC | ||||||||
| 785 JACKSON AVE | MEMPHIS | TN | 38107 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $40,000 | |
| MEMPHIS LEADERSHIP FOUNDATION | ||||||||
| 1548 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $75,000 | |
| CHURCH HEALTH CENTER | ||||||||
| 1210 PEABODY AVENUE | MEMPHIS | TN | 38108 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $45,000 | ATTN DR G SCOTT MORRIS |
| MEMPHIS CHILD ADVOCACY CENTER | ||||||||
| 1085 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| JUNIOR LEAGUE OF MEMPHIS INC | ||||||||
| 3475 CENTRAL AVE | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | |
| HOLY ROSARY PERISH SCHOOL | ||||||||
| 4841 PARK AVENUE | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $75,000 | ANGEL PROGRAM |
| ST JUDE CHILDRENS RESEARCH HOSPL | ||||||||
| ATTN LEGAL DEPT--ESTATE COORDINATO | MEMPHIS | TN | 381051942 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $323,466 | |
| ARTSMEMPHIS | ||||||||
| 575 SOUTH MENDENHALL | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | BENEFITS CHILDREN | $25,000 | |
| MIFA | ||||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | |
| JIFF | ||||||||
| 254 S LAUDERDALE | MEMPHIS | TN | 38126 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $19,500 | |
| DIXON GALLERY & GARDENS | ||||||||
| 4339 PARKS AVENUE | MEMPHIS | TN | 381174698 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $67,500 | |
| ST PATRICK LEARNING CENTER | ||||||||
| 277 S FOURTH ST | MEMPHIS | TN | 38126 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $35,000 | |
| MID-SOUTH FOOD BANK | ||||||||
| 239 S DUDLEY | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| CATHOLIC CHARITIES OF WEST | ||||||||
| 1325 JEFFERSON | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $40,000 | TENNESSEE |
| MRBF INC | ||||||||
| 17 W PONTOTOC AVE STE 100 | MEMPHIS | TN | 38103 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $30,000 | |
| LE BONHEUR CHILDRENS MEDICAL CTR | ||||||||
| ATTN ROBERTA MATTHEWS | MEMPHIS | TN | 38174 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $323,466 | |
| MITCHELL HIGH SCHOOL | ||||||||
| 658 N MITCHELL RD | MEMPHIS | TN | 38109 | NONE | PUBLIC CHARITY | BENEFITS CHILDREN | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,293,932 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $870,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $458,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,328,729 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,328,729 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | 0 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE & FOREIGN BONDS | $7,577,663 | $7,978,386 |
| OTHER | $1 | $1 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON EQUITY SECURITIES | $1,411,411 | $2,196,151 |
| DOMESTIC EQUITY MUTUAL FUNDS | $5,674,846 | $7,313,923 |
| INTL EQUITY MUTUAL FUNDS | $1,488,203 | $1,576,350 |
| CLOSED END EQUITY MUTUAL FUND | ||
| TAXABLE FIXED INCOME FUNDS | $4,107,050 | $4,368,486 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $312,610 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $313,070 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,369,170 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,386,143 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TIMING | Description |
| Amount | $30,871 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-INCOME | Desc |
| Revenue And Expenses Per Books | $222 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $15,235 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $20,192 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,973 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $159 | $0 | $0 |
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