JOHN DUSTIN BUCKMAN CHARITABLE TRUST: Form 990PF, tax year 2012
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- Organization
- JOHN DUSTIN BUCKMAN CHARITABLE TRUST (EIN 62-6155483)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2013-11-15
- IRS object ID
- 201323199349100887
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T09:07:54-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626155483 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN DUSTIN BUCKMAN CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BUCK | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38117 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FIRST TENNESSEE BANK | Name |
| Title | FIRST TN BANK | Title |
| Date Signed | 2013-11-13 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT | X | NECT |
| FMV Assets EOY | 24803048 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 864197 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 864197 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1226781 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7394028 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1226781 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 11027 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 2102005 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2090978 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 142912 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 71456 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 71456 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 300 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 300 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7893 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 151405 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 71756 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 71756 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1266224 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1266224 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1417629 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 71756 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1337980 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 684376 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2019222 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1341 | CashBOY |
| Cash EOY | 2990 | CashEOY |
| Cash EOYFMV | 2990 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 112351 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 115800 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 115800 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Govt Oblig BOY | 821094 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1664455 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1688311 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 5960754 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 11842623 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 13794944 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 14694518 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 8659747 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 9201003 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 21590058 | TotalAssetsBOY |
| Total Assets EOY | 22285615 | TotalAssetsEOY |
| Total Assets EOYFMV | 24803048 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 21590058 | CapitalStockBOY |
| Capital Stock EOY | 22285615 | CapitalStockEOY |
| Total Net Assets BOY | 21590058 | TotalNetAssetsBOY |
| Total Net Assets EOY | 22285615 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 21590058 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 22285615 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 21590058 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 684376 | ExcessOfRevenueOverExpenses |
| Other Increases | 11181 | OtherIncreases |
| Subtotal | 22285615 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 22285615 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (32 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 200000. FHLB 1.750% 12/14/12 | 2011-02-18 | 2012-12-14 | 200000 | 203314 | -3314 | -3314 | |
| 2. L3 COMMUNICATIONS HLDGS INCCOM | 2012-08-28 | 2013-01-17 | 158 | 140 | 18 | 18 | |
| 54. L3 COMMUNICATIONS HLDGS INCCOM | 2008-10-06 | 2013-01-17 | 4259 | 4811 | -552 | -552 | |
| 525. PPL CORPORATION | 2010-04-05 | 2013-01-17 | 15178 | 14818 | 360 | 360 | |
| 85965. PIMCO INCOME FUND-INS | 2010-04-07 | 2013-01-17 | 1080580 | 878562 | 202018 | 202018 | |
| 372. ST JUDE MEDICAL INC | 2011-08-31 | 2013-01-17 | 14582 | 17138 | -2556 | -2556 | |
| 575. BB&T CORPORATION XXX-XX-XXXX | 2011-10-05 | 2013-02-07 | 17543 | 12005 | 5538 | 5538 | |
| 200000. DELL INC 5.650% 4/15/18 | 2010-09-28 | 2013-02-07 | 200410 | 231870 | -31460 | -31460 | |
| 125. GILEAD SCIENCES INC | 2009-10-02 | 2013-02-07 | 4940 | 2834 | 2106 | 2106 | |
| 58435. PIMCO INCOME FUND-INS | 2010-04-07 | 2013-02-07 | 732191 | 597206 | 134985 | 134985 | |
| 19321. PIMCO INCOME FUND-INS | 2010-04-07 | 2013-02-20 | 241899 | 197461 | 44438 | 44438 | |
| 11590. VANGUARD HIGH DVD YIELD ETF | 2011-08-31 | 2013-02-20 | 614660 | 522302 | 92358 | 92358 | |
| 25000. AVON PRODUCTS INC 5.625% 3/01/14 | 2012-08-22 | 2013-04-15 | 26086 | 26333 | -247 | -247 | |
| 19888.624 PIMCO INCOME FUND-INS | 2010-04-07 | 2013-04-18 | 250398 | 203262 | 47136 | 47136 | |
| 500000. INTL LEASE FINANCE 5.875% 5/01/13 | 2007-08-15 | 2013-05-01 | 500000 | 502620 | -2620 | -2620 | |
| 6620. OPPENHEIMER DEVELOPING MKT-Y | 2013-02-20 | 2013-06-28 | 222167 | 235341 | -13174 | -13174 | |
| 8893.229 AMERICAN EUROPACIFIC GRTH-F2 | 2013-01-17 | 2013-07-31 | 389435 | 375650 | 13785 | 13785 | |
| 14772.227 AMERICAN EUROPACIFIC GRTH-F2 | 2011-08-31 | 2013-07-31 | 646876 | 390319 | 256557 | 256557 | |
| 5819.593 HARBOR INTERNATIONAL FUND | 2013-01-17 | 2013-07-31 | 382173 | 369195 | 12978 | 12978 | |
| 9939.758 HARBOR INTERNATIONAL FUND | 2011-08-31 | 2013-07-31 | 652744 | 326594 | 326150 | 326150 | |
| 375. BMC SOFTWARE INC | 2013-02-07 | 2013-08-08 | 17233 | 15709 | 1524 | 1524 | |
| 389. BMC SOFTWARE INC | 2010-04-05 | 2013-08-08 | 17876 | 15029 | 2847 | 2847 | |
| 2950. LSI LOGIC CORP | 2011-08-31 | 2013-08-08 | 22243 | 20384 | 1859 | 1859 | |
| 1475. LSI LOGIC CORP | 2013-02-07 | 2013-08-08 | 11122 | 10501 | 621 | 621 | |
| 77534.366 VANGUARD INTRM TRM BD IDX-SI | 2010-09-15 | 2013-08-16 | 866059 | 821000 | 45059 | 45059 | |
| 49.5 MURPHY USA INC | 2013-02-07 | 2013-09-09 | 1983 | 1650 | 333 | 333 | |
| 84.5 MURPHY USA INC | 2011-08-31 | 2013-09-09 | 3384 | 2503 | 881 | 881 | |
| .5 MURPHY USA INC | 2013-02-07 | 2013-09-13 | 20 | 17 | 3 | 3 | |
| 1530. MFS INTL VALUE-I | 2013-07-31 | 2013-09-19 | 52326 | 50414 | 1912 | 1912 | |
| 2320. OPPENHEIMER INTL GROWTH FD-Y | 2013-07-31 | 2013-09-19 | 85492 | 80226 | 5266 | 5266 | |
| 1070. OPPENHEIMER DEVELOPING MKT-Y | 2013-02-20 | 2013-09-19 | 40104 | 38039 | 2065 | 2065 | |
| CAPITAL GAIN DIVIDENDS | 374 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1226781 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1581099 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 23829072 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.066352 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1027805 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 23237167 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044231 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1010159 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 22777611 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044349 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 967238 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 21546148 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044891 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1158030 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 22692340 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051032 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.250855 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050171 | AverageDistributionRatio |
| Net Noncharitable Assets | 24413571 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1224853 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 20192 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1245045 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1337980 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 20192 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 20192 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 20192 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5040 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 5040 | TotalCreditsAndPayments |
| Penalty For Underpayment | 83 | PenaltyForUnderpayment |
| Tax Due | 15235 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | false | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST TENNESSEE BANK | BusinessNameLine1 |
| Business Name Line2 | TRUST DEPARTMENT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9016812349 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST TENNESSEE BANK | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2 | AvgHoursPerWkDevotedToPosition |
| Compensation | 142912 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 24346927 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 438424 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 24785351 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 24785351 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 371780 | CashDeemedCharitable |
| Net Noncharitable Assets | 24413571 | NetNoncharitableAssets |
| Minimum Investment Return | 1220679 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1220679 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 20192 | TaxBasedOnInvestmentIncome |
| Total Tax | 20192 | TotalTax |
| Distributable Amount Before Adj | 1200487 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1200487 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1200487 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1337980 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1337980 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 20192 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1317788 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1200487 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 276482 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1337980 | QualifyingDistributions |
| Applied To Year1 | 276482 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1061498 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 138989 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MRS LEIGH LAWYER TRUST OFFICER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4385 POPLAR AVE | AddressLine1 |
| City | MEMHIS | City |
| State | TN | State |
| ZIP Code | 38117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9016812349 | RecipientPhoneNumber |
| Form And Info And Materials | BRIEF STATEMENTOF THE PURPOSE OF THE ORGANIZATION AND INTENDED USE OF FUNDS | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | ONE-HALF OF THE INCOME FROM THIS TRUST IS INTENDED FOR NEEDY CAUSES WHICH ARE OF BENEFIT TO CHILDREN | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| MEMPHIS PREP PROGRAM | ||||||||
| P O BOX 770600 | MEMPHIS | TN | 38177 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | |
| MAN RISE FOUNDATION | ||||||||
| 7111 BELL MANOR COVE | GERMANTOWN | TN | 38138 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| THE EXCEPTIONAL FOUNDATION | ||||||||
| 2804 CENTRAL | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $30,150 | |
| EMMANUEL EPISCOPAL CENTER | ||||||||
| P O BOX 550 | MEMPHIS | TN | 38101 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $65,000 | |
| NEIGHBORHOOD CHRISTIAN CENTER INC | ||||||||
| 785 JACKSON AVE | MEMPHIS | TN | 38107 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $57,500 | |
| EXCHANGE CLUB FAMILY CENTER | ||||||||
| 2180 UNION AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $35,000 | |
| MEMPHIS LEADERSHIP FOUNDATION | ||||||||
| 1548 POPLAR AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | |
| YOUTH VILLAGES INC | ||||||||
| 3320 BROTHER BLVD | BARTLETT | TN | 38133 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $16,000 | |
| MEMPHIS CHILD ADVOCACY CENTER | ||||||||
| 1085 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $35,000 | |
| WOMEN'S FOUNDATION | ||||||||
| 40 SOUTH MAIN STREET STE 2380 | MEMPHIS | TN | 38103 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| ST MARY'S CATHOLIC CHURCH | ||||||||
| 155 MARKET | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $30,000 | |
| JUNIOR LEAGUE OF MEMPHIS INC | ||||||||
| 3475 CENTRAL AVE | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | |
| SOUTHERN COLLEGE OF OPTOMETRY | ||||||||
| 1245 MADISON AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $5,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPL | ||||||||
| ATTN LEGAL DEPT--ESTATE COORDINATO | MEMPHIS | TN | 381051942 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $316,537 | |
| MIFA | ||||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | |
| DIXON GALLERY & GARDENS | ||||||||
| 4339 PARKS AVENUE | MEMPHIS | TN | 381174698 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $55,500 | |
| LIFE CHOICES OF MEMPHIS INC | ||||||||
| 5575 RALEIGH-LAGRANGE | MEMPHIS | TN | 38134 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $37,000 | |
| MID-SOUTH FOOD BANK | ||||||||
| 239 S DUDLEY | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| CATHOLIC CHARITIES OF WEST | ||||||||
| 1325 JEFFERSON | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $30,000 | TENNESSEE |
| THE NEIGHBORHOOD SCHOOL | ||||||||
| P O BOX 11109 | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| SERVICE OVER SELF | ||||||||
| 2505 POPLAR AVE | MEMPHIS | TN | 38112 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | |
| LE BONHEUR CHILDRENS MEDICAL CTR | ||||||||
| ATTN ROBERTA MATTHEWS | MEMPHIS | TN | 38174 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $316,537 | |
| BOOKER T WASHINGTON HIGH | ||||||||
| 4385 POPLAR AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $12,000 | SCHOOL BASKETBALL |
| MEMPHIS URBAN YOUNG LIFE | ||||||||
| 658 COLONIAL RD | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1266224 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $864,197 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,226,781 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME TAX REDFUND | Description |
| Exclusion | $11,027 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,102,005 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2102005 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumber |
| Relationship Statement | 0 | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | Category |
| Amount | $600 | Amount |
| Net Investment Income | 300 | NetInvestmentIncome |
| Disbursements Charitable Prps | 300 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE & FOREIGN BONDS | 8659746 | 9201002 |
| OTHER | 1 | 1 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COMMON EQUITY SECURITIES | 1328107 | 1755304 |
| DOMESTIC EQUITY MUTUAL FUNDS | 5691059 | 6888877 |
| INTL EQUITY MUTUAL FUNDS | 2421412 | 2526040 |
| CLOSED END EQUITY MUTUAL FUND | ||
| TAXABLE FIXED INCOME FUNDS | 2402045 | 2624723 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 617779 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 612867 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 1046676 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 1075444 | StateLocalSecuritiesEOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TIMING | Description |
| Amount | $11,181 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $5,040 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,701 | 0 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,152 | 0 | 0 |
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