PLOUGH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PLOUGH FOUNDATION (EIN 23-7175983)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201431339349102508
- Schema version
- 2013v3.0
- 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 Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T15:53:45-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 RIDGE LAKE BLVD SUITE 100 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 381209420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38103 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA J MESSER | PersonNm |
| Person Title | SUNTRUST TRUSTEE AGENT | PersonTitleTxt |
| Phone | 9014157300 | PhoneNum |
| Signature | 2014-05-12 | 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 | 2014-05-12 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $124,108,887 | 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 | $176,512 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $834,039 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $834,039 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,737,334 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,737,334 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,939,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,360,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,939,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $989 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,688,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,510,930 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $436,576 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,703 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $454,795 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $458,468 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,781 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $382,765 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $255,223 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,719 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $244,504 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,292 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,412 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,881 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $620,461 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $603,130 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,331 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $61,882 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,599 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $106,604 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,477 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $102,127 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,325 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $514 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $26,811 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $119,489 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,017 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $114,472 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,182,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $700,352 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,352,686 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,197,936 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,197,936 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,380,259 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $700,352 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,550,622 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,691,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,810,578 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,557 | CashBOYAmt |
| Cash EOY | $106,843 | CashEOYAmt |
| Cash EOYFMV | $106,843 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,521,815 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,357,366 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,357,366 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,832,117 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,200,932 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,085,753 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $67,139,990 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,664,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $96,981,880 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,849,494 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,419,356 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,535,574 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $462,421 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $427,450 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $93,478 | LandBOYAmt |
| Land EOY | $34,971 | LandEOYAmt |
| Land EOYFMV | $34,971 | LandEOYFMVAmt |
| Other Assets BOY | $6,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $95,499,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,790,952 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $124,108,887 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,428,522 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $21,775,135 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $16,428,522 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,775,135 | 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 | -$62,815,565 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$70,871,177 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,071,429 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,015,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,499,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $92,790,952 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,071,429 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,691,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,982,829 | OtherIncreasesAmt |
| Subtotal | $76,362,430 | SubtotalAmt |
| Other Decreases | $5,346,613 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,015,817 | 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 |
|---|---|---|---|---|---|
| STOCK - LONG TERM | P | $18,156,401 | $12,078,976 | $6,077,425 | $6,077,425 |
| STOCK - SHORT TERM | P | $3,209,029 | $3,106,364 | $102,665 | $102,665 |
| INTERNATIONAL INVESTMENTS - LONG TERM | P | $9,871,436 | $9,289,529 | $581,907 | $581,907 |
| INTERNATIONAL INVESTMENTS - SHORT TERM | P | $704,437 | $711,525 | -$7,088 | -$7,088 |
| COMMERCIAL PAPER | P | $98,921 | $98,921 | $0 | $0 |
| GOVERNMENT BONDS - LONG TERM | P | $4,437,392 | $4,157,602 | $279,790 | $279,790 |
| GOVERNMENT BONDS - SHORT TERM | P | $353,066 | $356,279 | -$3,213 | -$3,213 |
| CORPORATE BONDS - LONG TERM | P | $4,639,529 | $4,705,175 | -$65,646 | -$65,646 |
| CORPORATE BONDS - SHORT TERM | P | $2,629,821 | $2,656,022 | -$26,201 | -$26,201 |
| MORTGAGE OBLIGATIONS | P | $412 | $408 | $4 | $4 |
| MUNICIPAL BONDS | P | $260,000 | $260,086 | -$86 | -$86 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,939,557 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,483,449 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $110,782,853 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094631 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,460,692 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $115,113,383 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073499 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,428,927 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $115,322,160 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.099104 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,540,668 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $106,694,935 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.108165 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,115,129 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $135,439,230 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.096834 | DistributionYr5Rt |
| Total Distribution | 0.472233 | TotalDistributionRt |
| Average Distribution | 0.094447 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $115,474,045 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,906,177 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $88,106 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,994,283 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,550,622 | 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 | $88,106 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88,106 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88,106 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84,204 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $84,204 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $3,902 | 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 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38103 | ZIPCode |
| 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 (13 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $3,500 | $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 |
| SCOTT MCCORMICK | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXEC DIR-OUTGOING | 40.00 | $210,082 | $52,352 | $1,874 |
| MIKE CARPENTER | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXEC DIR-INCOMING | 40.00 | $111,355 | $30,600 | $3,365 |
| 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 | $95,639 | $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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $147,945 | $25,505 | $0 |
| ROBERT WALLACE | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | CHIEF FINANCIAL OFFI | 40.00 | $120,239 | $38,126 | $0 |
| JOANN CHRISTIAN | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXECUTIVE ASSISTANT | 40.00 | $106,947 | $26,495 | $0 |
| KATIE MIDGLEY | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | PROGRAM ASSOCIATE | 40.00 | $77,339 | $25,281 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HIGHLAND CAPITAL MANAGEMENT CORP | |||||
| 6077 PRIMACY PARKWAY STE 228 | MEMPHIS | TN | 38119 | INVESTMENT ADVISORS | $388,077 |
| SOUTHEASTERN ASSET MANAGEMENT | |||||
| 6410 POPLAR AVENUE STE 900 | MEMPHIS | TN | 38119 | INVESTMENT ADVISORS | $214,293 |
| 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 | $108,132,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,058,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $41,471 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $117,232,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $117,232,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,758,488 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $115,474,045 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,773,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,773,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88,106 | TotalTaxAmt |
| Distributable Before Adj | $5,685,596 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $989 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,686,585 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,686,585 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,550,622 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,550,622 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $88,106 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,462,516 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,686,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,401,967 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,306,453 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,758,883 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,427,593 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,098,906 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,993,802 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,550,622 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,686,585 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,864,037 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,857,839 | 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 | $6,401,967 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,455,872 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,306,453 | ExcessFromYear4Amt |
| Excess From Year3 | $5,758,883 | ExcessFromYear3Amt |
| Excess From Year2 | $2,427,593 | ExcessFromYear2Amt |
| Excess From Year1 | $5,098,906 | ExcessFromYear1Amt |
| Excess From Current Year | $7,864,037 | 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 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38103 | ZIPCode |
| 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 (62 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR NONPROFIT EXCELLENCE | |||||||
| 5100 POPLAR AVE 502 | MEMPHIS | TN | 38137 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| ARC MID-SOUTH | |||||||
| 3485 POPLAR AVE 210 | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| ARTSMEMPHIS | |||||||
| 119 SOUTH MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 171 S HOLLYWOOD STREET | MEMPHIS | TN | 38112 | NONE | PUBLIC | CONSTRUCTION PROJECT | $100,000 |
| BROOKS MUSEUM | |||||||
| 1934 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | CONSTRUCTION PROJECT | $140,000 |
| COMMUNITY ALLIANCE FOR THE HOMELESS INC | |||||||
| 44 N SECOND ST STE 302 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $60,000 |
| COMMUNITY ALLIANCE FOR THE HOMELESS INC | |||||||
| 44 N SECOND ST STE 302 | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $110,000 |
| CONSORTIUM | |||||||
| 22 N FRONT STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| DIXON GALLERY AND GARDENS | |||||||
| 4339 PARK AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $50,000 |
| EXCEPTIONAL FOUNDATION OF WEST TENNESSEE | |||||||
| 4965 WILLOW ROAD | MEMPHIS | TN | 38117 | NONE | PUBLIC | CONSTRUCTION PROJECT | $63,800 |
| EXCHANGE CLUB FAMILY CENTER OF THE MID-SOUTH INC | |||||||
| 2180 UNION AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $80,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 650 E PARKWAY S | MEMPHIS | TN | 38104 | NONE | PUBLIC | ENDOWMENT FUND | $133,000 |
| FAMILY SAFETY CENTER | |||||||
| 600 JEFFERSON AVE STE 200 | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $300,000 |
| FIRE MUSEUM OF MEMPHIS | |||||||
| 118 ADAMS AVENUE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| FIREFIGHTERS REGIONAL BURN CENTER | |||||||
| 877 JEFFERSON AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $1,000,000 |
| GIRLS INCORPORATED OF MEMPHIS | |||||||
| 2670 UNION AVE STE 606 | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| GRANTMAKERS FOR CHILDREN YOUTH & FAMILIES | |||||||
| 8757 GEORGIA AVE 540 | SILVER SPRING | MD | 20910 | NONE | PUBLIC | MEMBERSHIP DUES | $500 |
| GRANTMAKERS FOR CHILDREN YOUTH & FAMILIES | |||||||
| 8757 GEORGIA AVE 540 | SILVER SPRING | MD | 20910 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 |
| HATTILOO THEATRE | |||||||
| 656 MARSHALL AVENUE | MEMPHIS | TN | 38103 | NONE | PUBLIC | CAPITAL CAMPAIGN | $125,000 |
| KNOWLEDGE QUEST INC (KIDS ZONE) | |||||||
| 590 JENNETTE PL | MEMPHIS | TN | 38126 | NONE | PUBLIC | PROGRAM SUPPORT | $125,000 |
| 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 | $400,000 |
| LITERACY MID-SOUTH | |||||||
| 902 SOUTH COOPER ST | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| MAKE A DIFFERENCE | |||||||
| 3003 AIRWAYS BLVD BLDG 6 STE 603 | MEMPHIS | TN | 38114 | NONE | PUBLIC | PROGRAM SUPPORT | $170,000 |
| MAYOR'S INSTITUTE FOR EXCELLENCE | |||||||
| 1900 UNION AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| MEDICAL EDUCATION AND RESEARCH INSTITUTE | |||||||
| 44 SOUTH CLEVELAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $28,800 |
| MEMPHIS BOTANIC GARDEN FOUNDATION | |||||||
| 750 CHERRY ROAD | MEMPHIS | TN | 38117 | NONE | PUBLIC | CAPITAL CAMPAIGN | $350,000 |
| MEMPHIS CENTER FOR INDEPDENDENT LIVING | |||||||
| 1633 MADISON AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| 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 | $500,000 |
| MEMPHIS COLLEGE OF ART | |||||||
| 1930 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | CONSTRUCTION PROJECT | $730,000 |
| 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 | $160,000 |
| MEMPHIS SHELBY CRIME COMMISSION | |||||||
| 119 S MAIN ST STE 450 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $187,500 |
| MEMPHIS SYMPHONY ORCHESTRA | |||||||
| 585 S MENDENHALL ROAD | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| MEMPHIS TOMORROW | |||||||
| 17 W PONTOTOC AVE STE 100 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $101,705 |
| METHODIST HEALTHCARE FOUNDATION | |||||||
| 1211 UNION AVE STE600 | MEMPHIS | TN | 38104 | NONE | PUBLIC | ENDOWMENT FUND | $500,000 |
| MID-SOUTH MINORITY COUNCIL TADP INC | |||||||
| 158 MADISON AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| MIFA | |||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| NATIONAL ASSN TO PROTECT CHILDREN | |||||||
| POB 27451 | KNOXVILLE | TN | 37927 | NONE | PUBLIC | PROGRAM SUPPORT | $113,333 |
| NATIONAL CIVIL RIGHTS MUSEUM | |||||||
| 450 MULBERRY ST | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $100,000 |
| OPERA MEMPHIS | |||||||
| 6745 WOLF RIVER GREENWAY | MEMPHIS | TN | 38120 | NONE | PUBLIC | TRANSPORTATION | $36,000 |
| OVERTON PARK CONSERVANCY | |||||||
| 1719 HARBERT AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $300,000 |
| PORTER LEATH | |||||||
| 868 N MANASSAS STREET | MEMPHIS | TN | 38107 | NONE | PUBLIC | CONSTRUCTION PROJECT | $150,000 |
| RISE FOUNDATION | |||||||
| 2650 THOUSAND OAKS BLVD STE 2400 | MEMPHIS | TN | 38118 | NONE | PUBLIC | PROGRAM SUPPORT | $8,000 |
| RIVERFRONT DEVELOPMENT | |||||||
| 101 N MUD ISLAND ROAD | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $375,000 |
| SEEDCO | |||||||
| 22 N FRONT STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| SHELBY COUNTY SCHOOLS EDUCATION FUND | |||||||
| PO BOX 383273 | GERMANTOWN | TN | 38183 | NONE | PUBLIC | PROGRAM SUPPORT | $500,000 |
| SHELBY FARMS PARK CONSERVATORY | |||||||
| 500 N PINE LAKE DRIVE | MEMPHIS | TN | 38134 | NONE | PUBLIC | CONSTRUCTION PROJECT | $500,000 |
| SOULSVILLE FOUNDATION | |||||||
| 926 E MCLEMORE AVE | MEMPHIS | TN | 38106 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 50 HURT PIZ SE | ATLANTA | GA | 30303 | NONE | PUBLIC | PROGRAM SUPPORT | $10,500 |
| SOUTHERN COLLEGE OF OPTOMETRY | |||||||
| 1245 MADISON AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | CONSTRUCTION PROJECT | $100,000 |
| SPECIAL OLYMPICS GREATER MEMPHIS | |||||||
| 1355 LYNNFIELD RD | MEMPHIS | TN | 38119 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CONSTRUCTION PROJECT | $250,000 |
| STEP AHEAD FOUNDATION | |||||||
| PO BOX 41601 | MEMPHIS | TN | 38174 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| SYNERGY FOUNDATION | |||||||
| 2305 AIRPORT INTERCHANGE AVE | MEMPHIS | TN | 38132 | NONE | PUBLIC | PROGRAM SUPPORT | $12,648 |
| TEMPLE ISRAEL | |||||||
| 1376 E MASSEY RD | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $30,000 |
| TENNESSEE WILDLIFE FEDERATION | |||||||
| 300 ORLANDO AVE 200 | NASHVILLE | TN | 37209 | NONE | PUBLIC | PROGRAM SUPPORT | $42,250 |
| THE WORKS INC | |||||||
| 1471 GENESIS CIRCLE | MEMPHIS | TN | 38106 | NONE | PUBLIC | CONSTRUCTION PROJECT | $225,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION - SCHOOL OF PUBLIC HEALTH | |||||||
| PO BOX 1000 | MEMPHIS | TN | 381480001 | NONE | PUBLIC | PROGRAM SUPPORT | $500,000 |
| UT HEALTH SCIENCE CENTER | |||||||
| 920 MADISON AVE | MEMPHIS | TN | 38163 | NONE | PUBLIC | CONSTRUCTION PROJECT | $1,125,000 |
| WOLF RIVER CONSERVANCY INC | |||||||
| 3100 WALNUT GROVE RD | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $46,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,197,936 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR NONPROFIT EXCELLENCE | |||||||
| 5100 POPLAR AVE 502 | MEMPHIS | TN | 38137 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| ARTSMEMPHIS | |||||||
| 119 SOUTH MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $500,000 |
| ARTSPACE PROPERTIES | |||||||
| 250 THIRD AVENUE NORTH SUITE 400 | MINNEAPOLIS | MN | 55401 | NONE | PUBLIC | CONSTRUCTION PROJECT | $150,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 171 S HOLLYWOOD STREET | MEMPHIS | TN | 38112 | NONE | PUBLIC | CONSTRUCTION PROJECT | $200,000 |
| BROOKS MUSEUM | |||||||
| 1934 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | CONSTRUCTION PROJECT | $400,000 |
| CENTER CITY DEVELOPMENT CORP | |||||||
| 114 NORTH MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $1,000,000 |
| FIREFIGHTERS REGIONAL BURN CENTER | |||||||
| 877 JEFFERSON AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $2,000,000 |
| FRIENDS FOR LIFE | |||||||
| 43 N CLEVELAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| LAND TRUST FOR TENNESSEE | |||||||
| PO BOX 23473 | NASHVILLE | TN | 37202 | NONE | PUBLIC | CAPITAL CAMPAIGN | $200,000 |
| MAYOR'S INSTITUTE FOR EXCELLENCE | |||||||
| 1900 UNION AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $300,000 |
| MEMPHIS JEWISH FEDERATION | |||||||
| 6560 POPLAR AVE B | GERMANTOWN | TN | 38138 | NONE | PUBLIC | ANNUAL CAMPAIGN | $450,000 |
| MEMPHIS LIBRARY FOUNDATION | |||||||
| 3030 POPLAR AVE | MEMPHIS | TN | 38111 | NONE | PUBLIC | CONSTRUCTION PROJECT | $500,000 |
| MEMPHIS TOMORROW | |||||||
| 17 W PONTOTOC AVE STE 100 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $48,295 |
| MID-SOUTH MINORITY COUNCIL TADP INC | |||||||
| 158 MADISON AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NONE | PUBLIC | CONSTRUCTION PROJECT | $4,400,000 |
| SEEDCO | |||||||
| 22 N FRONT STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| SERENITY RECOVERY CENTERS | |||||||
| 1094 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CONSTRUCTION PROJECT | $500,000 |
| SHELBY COUNTY BOOKS FROM BIRTH | |||||||
| 2924 WALNUT GROVR ROAD 4 | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $300,000 |
| SHELBY FARMS PARK CONSERVATORY | |||||||
| 500 N PINE LAKE DRIVE | MEMPHIS | TN | 38134 | NONE | PUBLIC | CONSTRUCTION PROJECT | $1,500,000 |
| SYNERGY FOUNDATION | |||||||
| 2305 AIRPORT INTERCHANGE AVE | MEMPHIS | TN | 38132 | NONE | PUBLIC | PROGRAM SUPPORT | $107,352 |
| TEMPLE ISRAEL | |||||||
| 1376 E MASSEY RD | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| WILLIAM R MOORE COLLEGE OF TECHNOLOGY | |||||||
| 1200 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | CONSTRUCTION PROJECT | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $13,155,647 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $834,039 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,737,334 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,939,557 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT DISTRIBUTION RECOVERIES | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $989 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $989 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,510,930 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,511,919 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOCELYN P RUDNER | |||||||
| 1 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $100,701 | Yes (X) | Yes (X) |
| MR MRS ALBERT BURNHAM | |||||||
| 2 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $25,281 | Yes (X) | Yes (X) |
| MS DIANE RUDNER | |||||||
| 3 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $25,000 | Yes (X) | |
| WILLIAM RUDNER | |||||||
| 4 | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | $25,530 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2773 SHS OF MICROSOFT | $100,701 | 2013-12-18 |
| 2 | 358 SHS OF ZOETIS, 100 SHS OF DIRECT TV, 184 SHS OF EMC, 40 SHS OF FLUOR CORP | $25,281 | 2013-12-10 |
| 4 | 800 SHS OF EMC, 111 SHS OF CST, 62 SHS OF MNK | $25,530 | 2013-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $15,000 | 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 | $462,421 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $365,568 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $61,882 | 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 | $14,419,356 | EOYBookValueAmt |
| EOYFMV | $14,535,574 | 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 | $65,664,984 | EOYBookValueAmt |
| EOYFMV | $96,981,880 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,200,932 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,085,753 | 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 | $462,421 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $427,450 | AccumulatedDepreciationAmt |
| Book Value | $34,971 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,292 | LegalFeesAmt |
| Net Investment Income | $1,412 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,881 | 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) |
|---|---|---|
| Description | INCREASE IN GRANT APPROPRIATIONS | Description |
| Amount | $5,346,613 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TEMPORARY EMPLOYEES | $988 | $41 | $947 |
| COMPUTER EXPENSES | $20,383 | $856 | $19,527 |
| OFFICE EXPENSES | $7,881 | $331 | $7,550 |
| TELEPHONE | $5,785 | $243 | $5,542 |
| POSTAGE | $1,192 | $50 | $1,142 |
| DUES & SUBSCRIPTIONS | $2,552 | $107 | $2,445 |
| INSURANCE | $16,031 | $673 | $15,358 |
| OTHER FEES & SERVICES | $2,504 | $105 | $2,399 |
| REPAIRS & MAINTENANCE | $3,645 | $153 | $3,492 |
| OTHER OPERATING EXPENSES | $58,528 | $2,458 | $56,070 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT DISTRIBUTION RECOVERIES | Desc |
| Revenue And Expenses Per Books | $989 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $989 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN UNREALIZED GAINS | Description |
| Amount | $1,982,829 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANTS-PROFESSIONAL | $18,091 | $760 | $17,331 |
| INVESTMENT ADVISORY FEES | $602,370 | $602,370 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| 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 | $70,003 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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