PLOUGH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PLOUGH FOUNDATION (EIN 23-7175983)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201321349349100737
- Schema version
- 2012v2.1
- 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
- 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 Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T10:09:51-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621657946 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANNON WRIGHT BLOUNT PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237175983 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLOUGH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PLOU | NameControl |
| Phone | 9015212779 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHERI HAAS CTFA | Name |
| Title | SUNTRUST TRUSTEE AGENT | Title |
| Phone | 9014157300 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHANIE L LIVINGSTON CPA | Name |
| PTIN | P00235829 | PTIN |
| Phone | 9016857500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 112125038 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 237649 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1027905 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1027905 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1872376 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1872376 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 5481807 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 29514032 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5481807 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 8619737 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8382088 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 270363 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 19519 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 279604 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 434878 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 17057 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 389061 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 205884 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 8647 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 197237 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 9065 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1133 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 7932 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 15000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 15000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 588048 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 580880 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 7168 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 80000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 76687 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 3221 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 104548 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 4391 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 100157 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 37858 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 411 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 37447 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 44602 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1873 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 42729 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1866933 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 652132 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1061335 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 9499414 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 9499414 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 11366347 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 652132 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10560749 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2746610 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7729956 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 35187 | CashBOY |
| Cash EOY | 56557 | CashEOY |
| Cash EOYFMV | 56557 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 5697003 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 8521815 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 8521815 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 5652042 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 6832117 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 7267881 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 70756080 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 67139990 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 82852594 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 15932080 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 12849494 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 13326213 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 465950 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 372472 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 167669 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 93478 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 93478 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 6500 | OtherAssetsBOY |
| Other Assets EOY | 6500 | OtherAssetsEOY |
| Other Assets EOYFMV | 6500 | OtherAssetsEOYFMV |
| Total Assets BOY | 98246561 | TotalAssetsBOY |
| Total Assets EOY | 95499951 | TotalAssetsEOY |
| Total Assets EOYFMV | 112125038 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 15318236 | AccountsPayableBOY |
| Accounts Payable EOY | 16428522 | AccountsPayableEOY |
| Total Liabilities BOY | 15318236 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16428522 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 141886994 | CapitalStockBOY |
| Capital Stock EOY | 141886994 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -58958669 | RetainedEarningsBOY |
| Retained Earnings EOY | -62815565 | RetainedEarningsEOY |
| Total Net Assets BOY | 82928325 | TotalNetAssetsBOY |
| Total Net Assets EOY | 79071429 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 98246561 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 95499951 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 82928325 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2746610 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 80181715 | Subtotal |
| Other Decreases | 1110286 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 79071429 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| STOCK - LONG TERM | P | 19322374 | 14015580 | 5306794 | 5306794 |
| STOCK - SHORT TERM | P | 1813886 | 1354532 | 459354 | 459354 |
| INTERNATIONAL INVESTMENTS | P | 563337 | 617881 | -54544 | -54544 |
| GOVERNMENT BONDS | P | 20000 | 20000 | 0 | 0 |
| CORPORATE BONDS - LONG TERM | P | 4825390 | 4948728 | -123338 | -123338 |
| CORPORATE BONDS - SHORT TERM | P | 2968636 | 3075101 | -106465 | -106465 |
| MORTGAGE OBLIGATIONS | P | 409 | 403 | 6 | 6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5481807 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8460692 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 115113383 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.073499 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11428927 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 115322160 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.099104 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 11540668 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 106694935 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.108165 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 13115129 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 135439230 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.096834 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 11888896 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 173347200 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.068584 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.446186 | TotalDistributionRatio |
| Average Distribution Ratio | 0.089237 | AverageDistributionRatio |
| Net Noncharitable Assets | 110782853 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 9885929 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 77300 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 9963229 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 10560749 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 77300 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 77300 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 77300 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 91751 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 91751 | TotalCreditsAndPayments |
| Penalty For Underpayment | 19 | PenaltyForUnderpayment |
| Overpayment | 14432 | Overpayment |
| Amount Credited To Next Year | 14432 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROBERT WALLACE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9015212779 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DIANE RUDNER | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | CHAIRMAN/TRUSTEE | 10.00 | 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 | 3000 | 0 | 0 |
| JOCELYN RUDNER | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| JOHNNY MOORE | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 4000 | 0 | 0 |
| PATRICIA BURNHAM | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| PETER PETTIT | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 4000 | 0 | 0 |
| SCOTT MCCORMICK | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXECUTIVE DIRECTOR | 40.00 | 218922 | 53488 | 7495 |
| SHARON EISENBERG | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| STEVE WISHNIA | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 4000 | 0 | 0 |
| SUNTRUST BANK | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 33441 | 0 | 0 |
| ROGER KNOX | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 3000 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (4 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| BARBARA JACOBS | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | PROGRAM DIRECTOR | 40.00 | 147819 | 25423 | 0 |
| ROBERT WALLACE | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | CHIEF FINANCIAL OFFI | 40.00 | 108438 | 29947 | 0 |
| JOANN CHRISTIAN | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXECUTIVE ASSISTANT | 40.00 | 111666 | 20118 | 0 |
| KATIE MIDGLEY | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | PROGRAM ASSOCIATE | 40.00 | 66955 | 26768 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| HIGHLAND CAPITAL MANAGEMENT CORP | |||||
| 6077 PRIMACY PARKWAY STE 228 | MEMPHIS | TN | 38119 | INVESTMENT ADVISORS | 383330 |
| SOUTHEASTERN ASSET MANAGEMENT | |||||
| 6410 POPLAR AVENUE STE 900 | MEMPHIS | TN | 38119 | INVESTMENT ADVISORS | 197236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 104568898 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7801026 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 99978 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 112469902 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 112469902 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1687049 | CashDeemedCharitable |
| Net Noncharitable Assets | 110782853 | NetNoncharitableAssets |
| Minimum Investment Return | 5539143 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5539143 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 77300 | TaxBasedOnInvestmentIncome |
| Total Tax | 77300 | TotalTax |
| Distributable Amount Before Adj | 5461843 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5461843 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5461843 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10560749 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 10560749 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 77300 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 10483449 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5461843 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 3528780 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6401967 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6306453 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 5758883 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2427593 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 24423676 | TotalExcessDistriCarryover |
| Qualifying Distributions | 10560749 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5461843 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5098906 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 29522582 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 3528780 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 25993802 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6401967 | ExcessFromYear4 |
| Excess From Year3 | 6306453 | ExcessFromYear3 |
| Excess From Year2 | 5758883 | ExcessFromYear2 |
| Excess From Year1 | 2427593 | ExcessFromYear1 |
| Excess From Current Year | 5098906 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE RUDNER | ContributingManager |
| Contributing Manager | JOCELYN RUDNER | ContributingManager |
| Contributing Manager | PATRICIA BURNHAM | ContributingManager |
| Contributing Manager | SHARON EISENBERG | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBERT WALLACE | RecipientName |
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 Number | 9015212779 | RecipientPhoneNumber |
| Form And Info And Materials | THREE PAGE LETTER EXPLAINING THE PROJECT AND HOW FUNDS WILL BE USED. FULL APPLICATION BY INVITATION. | FormAndInfoAndMaterials |
| Submission Deadlines | A CONCEPT LETTER IS DUE BY JANUARY 2, APRIL 1, JULY 1, OR OCTOBER 1. | SubmissionDeadlines |
| Restrictions On Awards | GRANTS PRIMARILY IN MEMPHIS/SHELBY COUNTY. NO GRANTS TO INDIVIDUALS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (61 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR NONPROFIT EXCELLENCE | |||||||
| 5100 POPLAR AVE 502 | MEMPHIS | TN | 38137 | NONE | PUBLIC | PROGRAM SUPPORT | $65,000 |
| AMERICAN RED CROSSMID-SOUTH CHAPTER (EMERGENCY SERVICES) | |||||||
| 1400 CENTRAL AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | EQUIPMENT | $150,000 |
| ARTSMEMPHIS | |||||||
| 119 SOUTH MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| BALLET MEMPHIS | |||||||
| 7950 TRINITY ROAD | MEMPHIS | TN | 38018 | NONE | PUBLIC | CONSTRUCTION PROJECT | $370,000 |
| BAPTIST MEMORIAL HEALTH CARE FOUNDATION | |||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 38120 | NONE | PUBLIC | CONSTRUCTION PROJECT | $100,000 |
| BOY SCOUTS OF AMERICACHICKASAW COUNCIL | |||||||
| 171 SOUTH HOLLYWOOD | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $55,000 |
| COMMUNITY ALLIANCE FOR THE HOMELESS INC | |||||||
| 44 N SECOND ST STE 302 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $60,000 |
| COMMUNITY LIFT (NEIGHBORHOOD NEEDS PROGRAM) | |||||||
| 17 WEST PONTOTOC AVE STE 200 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| CORDOVA COMMUNITY CENTER (RENOVATE FACILITY) | |||||||
| 1017 N SANGA RD | CORDOVA | TN | 38018 | NONE | PUBLIC | CONSTRUCTION PROJECT | $5,000 |
| DIXON GALLERY AND GARDENS | |||||||
| 4339 PARK AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $50,000 |
| EXCHANGE CLUB FAMILY CENTER OF THE MID-SOUTH INC | |||||||
| 2180 UNION AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $120,000 |
| 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 | $350,000 |
| GIRL SCOUTS HEART OF THE SOUTH | |||||||
| PO BOX 240246 | MEMPHIS | TN | 38124 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| 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 | $1,000 |
| GRANTMAKERS IN AGING | |||||||
| 7333 PARAGON ROAD 220 | DAYTON | OH | 45459 | NONE | PUBLIC | MEMBERSHIP DUES | $700 |
| HEALTHY MEMPHIS COMMON TABLE | |||||||
| 6027 WALNUT GROVE RD STE 215 | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| HOPE HOUSE DAY CARE INC | |||||||
| 23 S IDLEWILD STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | ENDOWMENT FUND | $145,190 |
| ITNMEMPHIS | |||||||
| 561 SOUTH PRESCOTT | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| 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 | $50,000 |
| LEADERSHIP MEMPHIS | |||||||
| 119 SOUTH MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $495,000 |
| LITERACY MID-SOUTH | |||||||
| 902 SOUTH COOPER ST | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| MAKE A DIFFERENCE | |||||||
| 3003 AIRWAYS BLVD BLDG 6 STE 603 | MEMPHIS | TN | 38114 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| MEDICAL EDUCATION AND RESEARCH INSTITUTE | |||||||
| 44 SOUTH CLEVELAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $14,875 |
| MEMPHIS BIOWORKS | |||||||
| 20 DUDLEY STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| MEMPHIS CITY SCHOOLS FOUNDATION | |||||||
| 2597 AVERY AVENUE | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $500,000 |
| MEMPHIS GOODWILL | |||||||
| 6899 STAGE ROAD | MEMPHIS | TN | 38133 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| MEMPHIS GRANTMAKERS FORUM | |||||||
| 123 MCCORD HALL | MEMPHIS | TN | 38152 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| MEMPHIS JEWISH COMMUNITY CENTER | |||||||
| 6560 POPLAR AVE | MEMPHIS | TN | 38138 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| MEMPHIS JEWISH FEDERATION | |||||||
| 6560 POPLAR AVE B | GERMANTOWN | TN | 38138 | NONE | PUBLIC | ANNUAL CAMPAIGN | $450,000 |
| MEMPHIS JEWISH HOME | |||||||
| 36 BAZEBERRY ROAD | CORDOVA | TN | 38018 | NONE | PUBLIC | EQUIPMENT | $131,400 |
| MEMPHIS LIBRARY FOUNDATION | |||||||
| 3030 POPLAR AVE | MEMPHIS | TN | 38111 | NONE | PUBLIC | TRANSPORTATION | $314,800 |
| MEMPHIS ORAL SCHOOL FOR THE DEAF | |||||||
| 7901 POPLAR AVE | GERMANTOWN | TN | 38138 | NONE | PUBLIC | EQUIPMENT | $22,000 |
| MEMPHIS ORCHESTRAL SOCIETY | |||||||
| 585 S MENDENHALL ROAD | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $125,000 |
| MEMPHIS SHELBY CRIME COMMISSION | |||||||
| 119 S MAIN ST STE 450 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| MEMPHIS TOMORROW | |||||||
| 17 W PONTOTOC AVE STE 100 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $192,126 |
| MEMPHIS URBAN LEAGUE | |||||||
| 413 NORTH CLEVAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $59,238 |
| MEMPHIS ZOO | |||||||
| 2000 PRENTISS PL | MEMPHIS | TN | 38112 | NONE | PUBLIC | CONSTRUCTION PROJECT | $770,000 |
| 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 |
| NATIONAL ASSN TO PROTECT CHILDREN | |||||||
| POB 27451 | KNOXVILLE | TN | 37927 | NONE | PUBLIC | PROGRAM SUPPORT | $65,000 |
| NATIONAL CIVIL RIGHTS MUSEUM | |||||||
| 450 MULBERRY ST | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $100,000 |
| NATURE CONSERVANCY OF TN | |||||||
| 2021 21ST AVE SOUTH STE C-400 | NASHVILLE | TN | 37212 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| OVERTON PARK CONSERVANCY | |||||||
| 1719 HARBERT AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $450,000 |
| RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $250,000 |
| RISE FOUNDATION | |||||||
| 2650 THOUSAND OAKS BLVD STE 2400 | MEMPHIS | TN | 38118 | NONE | PUBLIC | PROGRAM SUPPORT | $8,000 |
| RONALD MCDONALD HOUSE | |||||||
| 535 ALABAMA AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CONSTRUCTION PROJECT | $37,585 |
| 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 | $8,000 |
| 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 | $15,000 |
| STREETS MINISTRIES INC | |||||||
| 430 VANCE AVENUE | MEMPHIS | TN | 38126 | NONE | PUBLIC | CONSTRUCTION PROJECT | $250,000 |
| TENNESSEE WILDLIFE FEDERATION | |||||||
| 300 ORLANDO AVE 200 | NASHVILLE | TN | 37209 | NONE | PUBLIC | PROGRAM SUPPORT | $18,000 |
| TISSUE BANK INTERNATIONAL | |||||||
| 815 PARK AVE | BALTIMORE | MD | 21201 | NONE | PUBLIC | PROGRAM SUPPORT | $125,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION - SCHOOL OF PUBLIC HEALTH | |||||||
| PO BOX 1000 | MEMPHIS | TN | 381480001 | NONE | PUBLIC | PROGRAM SUPPORT | $230,000 |
| URJ HENRY S JACOBS CAMP | |||||||
| 3683 MORRISON RD | UTICA | MS | 39175 | NONE | PUBLIC | CONSTRUCTION PROJECT | $200,000 |
| UT HEALTH SCIENCE CENTER | |||||||
| 920 MADISON AVE | MEMPHIS | TN | 38163 | NONE | PUBLIC | CONSTRUCTION PROJECT | $1,125,000 |
| VISITING NURSE SERVICE OF NEW YORK | |||||||
| 1250 BROADWAY | NEW YORK | NY | 10001 | NONE | PUBLIC | AGING SURVEY | $66,000 |
| WOLF RIVER CONSERVANCY INC | |||||||
| 3100 WALNUT GROVE RD | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 9499414 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| COMMUNITY ALLIANCE FOR THE HOMELESS INC | |||||||
| 44 N SECOND ST STE 302 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $60,000 |
| DIXON GALLERY AND GARDENS | |||||||
| 4339 PARK AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $100,000 |
| 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 | ENDOWMWNT 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 |
| 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 |
| HATTILOO THEATRE | |||||||
| 656 MARSHALL AVENUE | MEMPHIS | TN | 38103 | NONE | PUBLIC | CAPITAL CAMPAIGN | $250,000 |
| KNOWLEDGE QUEST INC (KIDS ZONE) | |||||||
| 590 JENNETTE PL | MEMPHIS | TN | 38126 | NONE | PUBLIC | PROGRAM SUPPORT | $125,000 |
| LAND TRUST FOR TENNESSEE | |||||||
| PO BOX 23473 | NASHVILLE | TN | 37202 | NONE | PUBLIC | CAPITAL CAMPAIGN | $200,000 |
| LEADERSHIP ACADEMY | |||||||
| 22 N FRONT STREET 160 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $225,000 |
| LEADERSHIP MEMPHIS | |||||||
| 119 SOUTH MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $1,248,000 |
| 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 | $175,000 |
| MEDICAL EDUCATION AND RESEARCH INSTITUTE | |||||||
| 44 SOUTH CLEVELAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $109,158 |
| MEMPHIS BOTANIC GARDEN FOUNDATION INC | |||||||
| 750 CHERRY RD | MEMPHIS | TN | 38117 | NONE | PUBLIC | CAPITAL CAMPAIGN | $350,000 |
| MEMPHIS CHILD ADVOCACY CENTER | |||||||
| 1085 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CAPITAL CAMPAIGN | $224,000 |
| MEMPHIS CITY SCHOOLS FOUNDATION | |||||||
| 2597 AVERY AVENUE | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $1,750,000 |
| 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 JEWISH HOUSING DEVELOPMENT CORP PLOUGH TWR | |||||||
| 6580 POPLAR AVE | GERMANTOWN | TN | 38138 | NONE | PUBLIC | TRANSPORTATION | $6,864 |
| MEMPHIS MUSEUMS INC | |||||||
| 3050 CENTRAL AVE | MEMPHIS | TN | 38111 | NONE | PUBLIC | CONSTRUCTION PROJECT | $500,000 |
| MEMPHIS SHELBY CRIME COMMISSION | |||||||
| 119 S MAIN ST STE 450 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $375,000 |
| MEMPHIS ZOO | |||||||
| 2000 PRENTISS PL | MEMPHIS | TN | 38112 | NONE | PUBLIC | CONSTRUCTION PROJECT | $750,000 |
| 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 |
| NATIONAL ASSN TO PROTECT CHILDREN | |||||||
| POB 27451 | KNOXVILLE | TN | 37927 | NONE | PUBLIC | PROGRAM SUPPORT | $195,000 |
| NATIONAL CIVIL RIGHTS MUSEUM | |||||||
| 450 MULBERRY ST | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $200,000 |
| ORPHEUM THEATRE | |||||||
| 203 S MAIN ST | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $1,000,000 |
| OVERTON PARK CONSERVANCY | |||||||
| 1719 HARBERT AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $1,050,000 |
| RISE FOUNDATION | |||||||
| 2650 THOUSAND OAKS BLVD STE 2400 | MEMPHIS | TN | 38118 | NONE | PUBLIC | PROGRAM SUPPORT | $8,000 |
| 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 | $8,000 |
| SOUTHERN COLLEGE OF OPTOMETRY | |||||||
| 1245 MADISON AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | CONSTRUCTION PROJECT | $200,000 |
| SOUTHWEST TENNESSEE COMMUNITY COLLEGE | |||||||
| 5983 MACON COVE | MEMPHIS | TN | 38134 | NONE | PUBLIC | CONSTRUCTION PROJECT | $750,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CONSTRUCTION PROJECT | $500,000 |
| TEMPLE ISRAEL | |||||||
| 1376 E MASSEY RD | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $30,000 |
| THE WORKS INC | |||||||
| 1471 GENESIS CIRCLE | MEMPHIS | TN | 38106 | NONE | PUBLIC | CONSTRUCTION PROJECT | $125,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION - SCHOOL OF PUBLIC HEALTH | |||||||
| PO BOX 1000 | MEMPHIS | TN | 381480001 | NONE | PUBLIC | CONSTRUCTION PROJECT | $2,000,000 |
| UT HEALTH SCIENCE CENTER | |||||||
| 920 MADISON AVE | MEMPHIS | TN | 38163 | NONE | PUBLIC | CONSTRUCTION PROJECT | $1,125,000 |
| VISITING NURSE SERVICE OF NEW YORK | |||||||
| 1250 BROADWAY | NEW YORK | NY | 10001 | NONE | PUBLIC | AGING SURVEY | $1,000 |
| VOTE 70 INC | |||||||
| 109 N MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| WOLF RIVER CONSERVANCY INC | |||||||
| 3100 WALNUT GROVE RD | MEMPHIS | TN | 38111 | NONE | PUBLIC | PROGRAM SUPPORT | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 16428522 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,027,905 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,872,376 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $5,481,807 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,382,088 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8382088 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | JOCELYN P RUDNER | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | 147284 | X | X |
| 2 | MR MRS ALBERT BURNHAM | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | 25027 | X | X |
| 3 | MS DD R EISENBERG | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | 15000 | X | |
| 4 | MS DIANE RUDNER | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | 24473 | X | X |
| 5 | WILLIAM RUDNER | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | 25865 | X | X |
Noncash Property NoncashProperty (4 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 1114SH MERCK, 1834SH MICROSOFT AND 1950SH PFIZER | 147284 | 2012-12-12 |
| 2 | 430SH MICROSOFT, 155SH EXXON MOBIL | 25027 | 2012-12-04 |
| 4 | 150SH AUTOMATIC DATA PROCESSING AND 200SH KINDER MORGAN ENERGY PTRS | 24473 | 2012-12-04 |
| 5 | 1000SH EMC CORP | 25865 | 2012-12-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | Category |
| Amount | $15,000 | Amount |
| Net Investment Income | 15000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | FURNITURE, FIXTURES AND EQUIPMENT | DescriptionOfProperty |
| Date Acquired | 2008-06-30 | DateAcquired |
| Cost Or Other Basis | 465950 | CostOrOtherBasis |
| Prior Years Depreciation | 295785 | PriorYearsDepreciation |
| Computation Method | SL | ComputationMethod |
| Life | 5.000000000000 | Life |
| Current Year Expense | 76687 | CurrentYearExpense |
| Net Investment Income | 0 | NetInvestmentIncome |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS & COLLATERALIZED OBLIGATIONS | NameOfBond |
| EOY Book Value | 12849494 | EOYBookValue |
| EOYFMV | 13326213 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCKS/INTERNATIONAL MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 67139990 | EOYBookValue |
| EOYFMV | 82852594 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 6832117 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 7267881 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE, FIXTURES AND EQUIPMENT | CategoryOrItem |
| Cost Or Other Basis | 465950 | CostOrOtherBasis |
| Accumulated Depreciation | 372472 | AccumulatedDepreciation |
| Book Value | 93478 | BookValue |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $9,065 | Amount |
| Net Investment Income | 1133 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7932 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CRESCENT CLUB MEMBERSHIP | Description |
| BOY Book Value | 6500 | BOYBookValue |
| EOY Book Value | 6500 | EOYBookValue |
| EOYFMV | 6500 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCREASE IN GRANT APPROPRIATIONS | Description |
| Amount | $1,110,286 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TEMPORARY EMPLOYEES | 1323 | 56 | 1267 |
| COMPUTER EXPENSES | 14145 | 594 | 13551 |
| OFFICE EXPENSES | 7223 | 303 | 6920 |
| TELEPHONE | 5887 | 247 | 5640 |
| POSTAGE | 893 | 38 | 855 |
| DUES & SUBSCRIPTIONS | 3039 | 128 | 2911 |
| INSURANCE | 7731 | 325 | 7406 |
| OTHER FEES & SERVICES | 1409 | 59 | 1350 |
| REPAIRS & MAINTENANCE | 2610 | 110 | 2500 |
| OTHER OPERATING EXPENSES | 342 | 13 | 329 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CONSULTANTS-PROFESSIONAL | $7,482 | 314 | 7168 |
| INVESTMENT ADVISORY FEES | $580,566 | 580566 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (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 Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $80,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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