PLOUGH FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PLOUGH FOUNDATION (EIN 23-7175983)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-07
- IRS object ID
- 201221599349100302
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-06-07T09:17:06-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-06-01 | 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 |
| Date Prepared | 2012-06-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 108603793 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 338130 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1128657 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1128657 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1678134 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1678134 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2497163 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 33811091 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2497163 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 369647 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 6011731 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5303954 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 280672 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 23579 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 257093 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 372898 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 15662 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 357236 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 186044 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 7815 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 178229 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 10422 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1303 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 9119 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 14000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6300 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7700 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 639271 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 629120 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 10151 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 100000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 73539 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 3089 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 99893 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 4195 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 95698 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 13598 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 329 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 13269 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 41168 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1728 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 39440 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1831505 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 693120 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 967935 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 7492757 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 7492757 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9324262 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 693120 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 8460692 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3312531 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4610834 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 17085 | CashBOY |
| Cash EOY | 35187 | CashEOY |
| Cash EOYFMV | 35187 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2929286 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5697003 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5697003 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 8190165 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 5652042 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 6150817 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 76383530 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 70756080 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 80231255 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 13820676 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 15932080 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 16315362 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 463454 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 295785 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 212149 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 167669 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 167669 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 6500 | OtherAssetsBOY |
| Other Assets EOY | 6500 | OtherAssetsEOY |
| Other Assets EOYFMV | 6500 | OtherAssetsEOYFMV |
| Total Assets BOY | 101559391 | TotalAssetsBOY |
| Total Assets EOY | 98246561 | TotalAssetsEOY |
| Total Assets EOYFMV | 108603793 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 16151815 | AccountsPayableBOY |
| Accounts Payable EOY | 15318236 | AccountsPayableEOY |
| Total Liabilities BOY | 16151815 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15318236 | 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 | -56479418 | RetainedEarningsBOY |
| Retained Earnings EOY | -58958669 | RetainedEarningsEOY |
| Total Net Assets BOY | 85407576 | TotalNetAssetsBOY |
| Total Net Assets EOY | 82928325 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 101559391 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 98246561 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 85407576 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3312531 | ExcessOfRevenueOverExpenses |
| Other Increases | 833579 | OtherIncreases |
| Subtotal | 82928624 | Subtotal |
| Other Decreases | 299 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 82928325 | 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 | 20266533 | 17772414 | 2494119 | 2494119 |
| STOCK-SHORT TERM | P | 2979092 | 2654021 | 325071 | 325071 |
| GOVERNMENT BONDS-LONG TERM | P | 4992783 | 5124875 | -132092 | -132092 |
| GOVERNMENT BONDS-SHORT TERM | P | 220000 | 219258 | 742 | 742 |
| INTERNATIONAL INVESTMENTS | P | 323527 | 357051 | -33524 | -33524 |
| CORPORATE BONDS-LONG TERM | P | 2860000 | 2965378 | -105378 | -105378 |
| CORPORATE BONDS-SHORT TERM | P | 2169156 | 2220931 | -51775 | -51775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2497163 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 11428927 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 115322160 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.099104 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11540668 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 106694935 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.108165 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 13115129 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 135439230 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.096834 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 11888896 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 173347200 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.068584 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 12474488 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 164721138 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.075731 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.448418 | TotalDistributionRatio |
| Average Distribution Ratio | 0.089684 | AverageDistributionRatio |
| Net Noncharitable Assets | 115113383 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 10323829 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 46108 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 10369937 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 8460692 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 92217 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 92217 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 92217 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 103968 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 103968 | TotalCreditsAndPayments |
| Overpayment | 11751 | Overpayment |
| Amount Credited To Next Year | 11751 | 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 | SCOTT MCCORMICK | 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT MCCORMICK | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXECUTIVE DIRECTOR | 40.00 | 204985 | 55942 | 7277 |
| DIANE RUDNER | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | CHAIRMAN/TRUSTEE | 10.00 | 0 | 0 | 0 |
| JOCELYN RUDNER | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| SHARON EISENBERG | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| PATRICIA BURNHAM | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| EUGENE CALLAHAN | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| ROGER KNOX | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 4000 | 0 | 0 |
| JAMES SPRINGFIELD | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 3000 | 0 | 0 |
| STEVE WISHNIA | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 4000 | 0 | 0 |
| JOHNNY MOORE | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 4000 | 0 | 0 |
| PETER PETTIT | ||||||||
| 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 | 56687 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (3 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 | 30.00 | 138693 | 23934 | 0 |
| ROBERT WALLACE | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | CONTROLLER | 40.00 | 106874 | 32640 | 0 |
| JOANN CHRISTIAN | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXECUTIVE ASSISTANT | 40.00 | 99220 | 25027 | 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 | 386006 |
| SOUTHEASTERN ASSET MANAGEMENT | |||||
| 6410 POPLAR AVENUE STE 900 | MEMPHIS | TN | 38119 | INVESTMENT ADVISORS | 210905 |
| 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 | 110924913 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5767297 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 174169 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 116866379 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 116866379 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1752996 | CashDeemedCharitable |
| Net Noncharitable Assets | 115113383 | NetNoncharitableAssets |
| Minimum Investment Return | 5755669 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5755669 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 92217 | TaxBasedOnInvestmentIncome |
| Total Tax | 92217 | TotalTax |
| Distributable Amount Before Adj | 5663452 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 369647 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 6033099 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 6033099 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 8460692 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 8460692 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 8460692 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 6033099 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 4759411 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3528780 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6401967 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 6306453 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 5758883 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 26755494 | TotalExcessDistriCarryover |
| Qualifying Distributions | 8460692 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6033099 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2427593 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 29183087 | 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 | 4759411 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 24423676 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3528780 | ExcessFromYear4 |
| Excess From Year3 | 6401967 | ExcessFromYear3 |
| Excess From Year2 | 6306453 | ExcessFromYear2 |
| Excess From Year1 | 5758883 | ExcessFromYear1 |
| Excess From Current Year | 2427593 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE RUDNER | ContributingManager |
| Contributing Manager | JOCELYN RUDNER | ContributingManager |
| Contributing Manager | SHARON EISENBERG | ContributingManager |
| Contributing Manager | PATRICIA BURNHAM | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SCOTT MCCORMICK | 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 (57 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 CANCER SOCIETYMID-SOUTH DIVISION INC | |||||||
| 1378 UNION AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | CAPITAL CAMPAIGN | $333,334 |
| AMERICAN RED CROSSMID-SOUTH CHAPTER (EMERGENCY SERVICES) | |||||||
| 1400 CENTRAL AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $30,000 |
| 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 | $30,000 |
| 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 | $50,000 |
| BRIDGES USA | |||||||
| 314 SOUTH GOODLETT STREET | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| 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 | $50,000 |
| EXCHANGE CLUB FAMILY CENTER OF THE MID-SOUTH INC | |||||||
| 2180 UNION AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 650 E PARKWAY S | MEMPHIS | TN | 38104 | NONE | PUBLIC | ENDOWMENT FUND | $134,000 |
| FOREVER YOUNG INCORPORATED | |||||||
| 701 BELLE WATLEY LANE | COLIERVILLE | TN | 38017 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| GIRL SCOUTS HEART OF THE SOUTH | |||||||
| PO BOX 240246 | MEMPHIS | TN | 38124 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| 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 |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVE NW STE 1200 | WASHINGTON | DC | 20036 | NONE | PUBLIC | MEMBERSHIP DUES | $1,000 |
| HOPE HOUSE DAY CARE INC | |||||||
| 23 S IDLEWILD STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | ENDOWMENT FUND | $104,810 |
| 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 | $50,000 |
| LITERACY MID-SOUTH | |||||||
| 902 SOUTH COOPER ST | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| MEDICAL EDUCATION AND RESEARCH INSTITUTE | |||||||
| 44 SOUTH CLEVELAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $45,152 |
| MEMPHIS AREA LEGAL SERVICES | |||||||
| 109 N MID AMERICA MALL | MEMPHIS | TN | 38103 | NONE | PUBLIC | EQUIPMENT | $60,000 |
| MEMPHIS BIOWORKS | |||||||
| 20 DUDLEY STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| MEMPHIS CHAMBER FOUNDATION | |||||||
| 22 N FRONT STREET 200 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $22,500 |
| MEMPHIS CHILD ADVOCACY CENTER FOR FAMILY SAFETY CENTER | |||||||
| 1085 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CAPITAL CAMPAIGN | $350,000 |
| 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 | MEMBERSHIP DUES | $5,000 |
| MEMPHIS HEALTH CENTER INC | |||||||
| 360 E EH CRUMP BLVD | MEMPHIS | TN | 38126 | NONE | PUBLIC | CONSTRUCTION PROJECT | $256,238 |
| MEMPHIS INTER-FAITH ASSOCIATION (MIFA) | |||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC | EQUIPMENT | $40,800 |
| 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 | $5,428 |
| MEMPHIS MEDICAL FOUNDATION | |||||||
| 877 JEFFERSON AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| MEMPHIS ORCHESTRAL SOCIETY | |||||||
| 585 S MENDENHALL ROAD | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $125,000 |
| MEMPHIS URBAN LEAGUE | |||||||
| 413 NORTH CLEVAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $63,317 |
| MID-SOUTH MINORITY COUNCIL TADP INC | |||||||
| 158 MADISON AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| NATIONAL CIVIL RIGHTS MUSEUM | |||||||
| 450 MULBERRY ST | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $100,000 |
| NEW BALLET ENSEMBLE & SCHOOL | |||||||
| 2157 YORK AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | CONSTRUCTION PROJECT | $12,500 |
| OPERA MEMPHIS | |||||||
| 6745 WOLF RIVER PKWY | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $250,000 |
| RONALD MCDONALD HOUSE | |||||||
| 535 ALABAMA AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CONSTRUCTION PROJECT | $212,415 |
| SCHOOL ADVOCATES FOR VISION & EDUCATION | |||||||
| 606 S MENDENHALL STE 200 | MEMPHIS | TN | 38117 | NONE | PUBLIC | CAPITAL CAMPAIGN | $39,063 |
| SEEDCO MID-SOUTH OFFICE | |||||||
| 22 NORTH FRONT STREET STE 900 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 50 HURT PIZ SE | ATLANTA | GA | 30303 | NONE | PUBLIC | MEMBERSHIP DUES | $8,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $140,000 |
| STREETS MINISTRIES INC | |||||||
| PO BOX 42181 | MEMPHIS | TN | 38174 | NONE | PUBLIC | CONSTRUCTION PROJECT | $250,000 |
| TENNESSEE WILDLIFE FEDERATION | |||||||
| 300 ORLANDO AVE 200 | NASHVILLE | TN | 37209 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| THE RICHARD G FARMER & ALLEN O BATTLE CRISIS CENTER | |||||||
| 70 N PAULINE ST | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| THE WORKS INC | |||||||
| 1471 GENESIS CIRCLE | MEMPHIS | TN | 38106 | NONE | PUBLIC | CONSTRUCTION PROJECT | $125,000 |
| TISSUE BANK INTERNATIONAL | |||||||
| 815 PARK AVE | BALTIMORE | MD | 21201 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| UNITED HOUSING INC | |||||||
| 51 N COOPER ST | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION - SCHOOL OF PUBLIC HEALTH | |||||||
| PO BOX 1000 | MEMPHIS | TN | 381480001 | NONE | PUBLIC | PROGRAM SUPPORT | $440,000 |
| UT HEALTH SCIENCE CENTER | |||||||
| 920 MADISON AVE | MEMPHIS | TN | 38163 | NONE | PUBLIC | CONSTRUCTION PROJECT | $1,125,000 |
| WOMEN'S FOUNDATION FOR A GREATER MEMPHIS | |||||||
| 8 S THIRD ST 10 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $62,500 |
| YMCA | |||||||
| 6373 N QUAIL HOLLOW ROAD STE 201 | MEMPHIS | TN | 38120 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 7492757 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (41 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 |
| 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 | $120,000 |
| DIXON GALLERY AND GARDENS | |||||||
| 4339 PARK AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $150,000 |
| EXCHANGE CLUB FAMILY CENTER OF THE MID-SOUTH INC | |||||||
| 2180 UNION AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 650 E PARKWAY S | MEMPHIS | TN | 38104 | NONE | PUBLIC | ENDOWMWNT FUND | $266,000 |
| GIRLS INCORPORATED OF MEMPHIS | |||||||
| 2670 UNION AVE STE 606 | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| GRANTMAKERS FOR CHILDREN YOUTH & FAMILIES | |||||||
| 8757 GEORGIA AVE 540 | SILVER SPRING | MD | 20910 | NONE | PUBLIC | MEMBERSHIP DUES | $1,000 |
| HOPE HOUSE DAY CARE INC | |||||||
| 23 S IDLEWILD STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | ENDOWMENT FUND | $145,190 |
| HOPE HOUSE DAY CARE INC | |||||||
| 23 S IDLEWILD 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 |
| LEADERSHIP ACADEMY | |||||||
| 22 N FRONT STREET 160 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| LITERACY MID-SOUTH | |||||||
| 902 SOUTH COOPER ST | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $125,000 |
| MEDICAL EDUCATION AND RESEARCH INSTITUTE | |||||||
| 44 SOUTH CLEVELAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $124,033 |
| MEMPHIS BIOWORKS | |||||||
| 20 DUDLEY STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| MEMPHIS CHILD ADVOCACY CENTER FOR FAMILY SAFETY CENTER | |||||||
| 1085 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CAPITAL CAMPAIGN | $650,000 |
| MEMPHIS CITY SCHOOLS FOUNDATION | |||||||
| 2597 AVERY AVENUE | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $2,250,000 |
| MEMPHIS GOODWILL | |||||||
| 6899 STAGE ROAD | MEMPHIS | TN | 38133 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| 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 JEWISH HOUSING DEVELOPMENT CORP PLOUGH TWR | |||||||
| 6580 POPLAR AVE | GERMANTOWN | TN | 38138 | NONE | PUBLIC | TRANSPORTATION | $6,864 |
| MEMPHIS LIBRARY FOUNDATION | |||||||
| 3030 POPLAR AVE | MEMPHIS | TN | 38111 | NONE | PUBLIC | TRANSPORTATION | $314,800 |
| MEMPHIS ORCHESTRAL SOCIETY | |||||||
| 585 S MENDENHALL ROAD | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $125,000 |
| MEMPHIS TOMORROW | |||||||
| 17 W PONTOTOC AVE STE 100 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $92,126 |
| 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 | $1,500,000 |
| METHODIST HEALTHCARE FOUNDATION | |||||||
| 1211 UNION AVE STE600 | MEMPHIS | TN | 38104 | NONE | PUBLIC | ENDOWMENT FUND | $1,000,000 |
| MID-SOUTH MINORITY COUNCIL TADP INC | |||||||
| 158 MADISON AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| NATIONAL CIVIL RIGHTS MUSEUM | |||||||
| 450 MULBERRY ST | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $300,000 |
| 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 | $1,500,000 |
| RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $250,000 |
| RONALD MCDONALD HOUSE | |||||||
| 535 ALABAMA AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CONSTRUCTION PROJECT | $37,585 |
| STREETS MINISTRIES INC | |||||||
| 430 VANCE AVENUE | MEMPHIS | TN | 38126 | NONE | PUBLIC | CONSTRUCTION PROJECT | $250,000 |
| 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 | PROGRAM SUPPORT | $230,000 |
| UT HEALTH SCIENCE CENTER | |||||||
| 920 MADISON AVE | MEMPHIS | TN | 38163 | NONE | PUBLIC | CONSTRUCTION PROJECT | $2,250,000 |
| VISIONGRAFT STERILE CORNEA RESEARCH PROGRAM | |||||||
| 815 PARK AVE | BALTIMORE | MD | 21201 | NONE | PUBLIC | PROGRAM SUPPORT | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 15318236 | 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 | $1,128,657 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,678,134 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,497,163 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GRANT DISTRIBUTION RECOVERIES | Description |
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $369,647 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $369,647 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,303,954 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5673601 | 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 | 250166 | X | X |
| 2 | MR MRS ALBERT BURNHAM | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | 25014 | 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 | 25000 | X | |
| 5 | WILLIAM RUDNER | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | 22950 | X | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 7040SH MERCK & COMPANY | 250166 | 2011-12-12 |
| 2 | 303SH AMERICAN EXPRESS;445SH EMC CORP | 25014 | 2011-12-08 |
| 5 | 1000 SH EMC CORP | 22950 | 2011-12-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | Category |
| Amount | $14,000 | Amount |
| Net Investment Income | 6300 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7700 | 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 | 463454 | CostOrOtherBasis |
| Prior Years Depreciation | 222246 | PriorYearsDepreciation |
| Computation Method | SL | ComputationMethod |
| Life | 5.000000000000 | Life |
| Current Year Expense | 73539 | 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 | 15932080 | EOYBookValue |
| EOYFMV | 16315362 | 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 | 70756080 | EOYBookValue |
| EOYFMV | 80231255 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 5652042 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 6150817 | 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 | 463454 | CostOrOtherBasis |
| Accumulated Depreciation | 295785 | AccumulatedDepreciation |
| Book Value | 167669 | BookValue |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $10,422 | Amount |
| Net Investment Income | 1303 | NetInvestmentIncome |
| Disbursements Charitable Prps | 9119 | 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 | PRIOR YEAR COST ADJUSTMENT | Description |
| Amount | $299 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TEMPORARY EMPLOYEES | 660 | 27 | 633 |
| COMPUTER EXPENSES | 9711 | 408 | 9303 |
| OFFICE EXPENSES | 4843 | 203 | 4640 |
| TELEPHONE | 6160 | 259 | 5901 |
| POSTAGE | 772 | 32 | 740 |
| DUES & SUBSCRIPTIONS | 2302 | 97 | 2205 |
| INSURANCE | 11290 | 474 | 10816 |
| OTHER FEES & SERVICES | 1478 | 62 | 1416 |
| REPAIRS & MAINTENANCE | 3952 | 166 | 3786 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GRANT DISTRIBUTION RECOVERIES | Description |
| Revenue And Expenses Per Books | 369647 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 369647 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DECREASE IN GRANT APPROPRIATIONS | Description |
| Amount | $833,579 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CONSULTANTS-PROFESSIONAL | $10,596 | 445 | 10151 |
| INVESTMENT ADVISORY FEES | $628,675 | 628675 | 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 | $100,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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