JOHN DUSTIN BUCKMAN CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOHN DUSTIN BUCKMAN CHARITABLE TRUST (EIN 62-6155483)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2012-11-13
- IRS object ID
- 201243189349100904
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T10:12:25-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-10-01 | 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 | 2012-11-13 | DateSigned |
| 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) |
|---|---|---|
| NECT | X | NECT |
| FMV Assets EOY | 24232510 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 1040174 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1040174 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 35266 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4980562 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 35266 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 27274 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 1102714 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1075440 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 134548 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 67731 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 67731 | 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 |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 516285 | 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 |
| Other Expenses Rev And Expnss | 1049 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 651882 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 67731 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 67731 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1523445 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1523445 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2175327 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 67731 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1591176 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1072613 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1007709 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 740 | CashBOY |
| Cash EOY | 1341 | CashEOY |
| Cash EOYFMV | 1341 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 112351 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 112351 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Govt Oblig BOY | 7871083 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 821094 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 826166 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 860158 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5960754 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6880355 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 13930919 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 14694518 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 16412297 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 22662900 | TotalAssetsBOY |
| Total Assets EOY | 21590058 | TotalAssetsEOY |
| Total Assets EOYFMV | 24232510 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5558665 | CapitalStockBOY |
| Capital Stock EOY | 1 | CapitalStockEOY |
| Retained Earnings BOY | 17104235 | RetainedEarningsBOY |
| Retained Earnings EOY | 21590057 | RetainedEarningsEOY |
| Total Net Assets BOY | 22662900 | TotalNetAssetsBOY |
| Total Net Assets EOY | 21590058 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 22662900 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 21590058 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 22662900 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1072613 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 21590287 | Subtotal |
| Other Decreases | 229 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 21590058 | 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 |
|---|---|---|---|---|---|---|
| 45. GOLDMAN SACHS GROUP INC | 2011-08-31 | 2011-10-05 | 4197 | 5267 | -1070 | -1070 |
| 89. GOLDMAN SACHS GROUP INC | 2008-02-08 | 2011-10-05 | 8301 | 16825 | -8524 | -8524 |
| 420. NUCOR CORP | 2009-08-13 | 2011-10-05 | 13606 | 17883 | -4277 | -4277 |
| 300000. GEN ELEC CAP CRP MTN 4.375% 11/21/11 | 2005-08-15 | 2011-11-21 | 300000 | 300000 | ||
| 500000. VERIZON NEW YORK INC 6.875% 4/01/12 | 2002-03-27 | 2011-11-28 | 511200 | 501960 | 9240 | 9240 |
| 1363.141 AMERICAN BEACON L/C VALU-IS | 2011-08-31 | 2011-12-20 | 25463 | 25000 | 463 | 463 |
| 17822.915 AMERICAN BEACON L/C VALU-IS | 2008-10-22 | 2011-12-20 | 332932 | 329870 | 3062 | 3062 |
| 530000. DR PEPPER SNAPPLE GP 1.700% 12/21/11 | 2010-03-12 | 2011-12-21 | 530000 | 533339 | -3339 | -3339 |
| 500000. CREDIT SUISSE FB USA NT 6.50% DTD 1/11/02 DUE 1/15/12 | 2002-06-10 | 2012-01-15 | 500000 | 505460 | -5460 | -5460 |
| 200. AIRGAS INC | 2011-10-05 | 2012-01-17 | 16195 | 12899 | 3296 | 3296 |
| 227. COSTCO WHOLESALE CORP | 2002-11-18 | 2012-01-17 | 18441 | 7545 | 10896 | 10896 |
| 40. COSTCO WHOLESALE CORP | 2011-08-31 | 2012-01-17 | 3250 | 3148 | 102 | 102 |
| 741. FEDERATED INVESTORS INC-CL B | 2011-08-31 | 2012-01-17 | 12871 | 13434 | -563 | -563 |
| 106. FEDERATED INVESTORS INC-CL B | 2009-03-05 | 2012-01-17 | 1841 | 1894 | -53 | -53 |
| 105. IBM | 2007-08-09 | 2012-01-17 | 18890 | 11922 | 6968 | 6968 |
| 280. O'REILLY AUTOMOTIVE INC | 2009-11-02 | 2012-01-17 | 22976 | 10561 | 12415 | 12415 |
| 888. VALERO ENERGY CORP | 2011-08-31 | 2012-01-17 | 19358 | 20388 | -1030 | -1030 |
| 150000. AEGON NV 4.625% 12/01/15 | 2010-10-29 | 2012-02-02 | 157373 | 161700 | -4327 | -4327 |
| 16000. SUNTRUST BANK 5.200% 1/17/17 | 2010-06-24 | 2012-02-02 | 16680 | 16040 | 640 | 640 |
| 100000. FFCB 2.450% 2/03/16 | 2011-02-08 | 2012-02-03 | 100000 | 100000 | ||
| 300000. NOKIA CORP 5.375% 5/15/19 | 2011-04-21 | 2012-02-03 | 304182 | 308631 | -4449 | -4449 |
| 200000. CITIGROUP INC 6.000% 2/21/12 | 2008-09-12 | 2012-02-21 | 200000 | 201600 | -1600 | -1600 |
| 200000. HSBC FIN CORP MTN 5.500% 3/15/12 | 2008-09-15 | 2012-03-15 | 200000 | 200000 | ||
| 150000. FNMA 3.000% 10/20/17 | 2011-05-13 | 2012-04-20 | 150000 | 151725 | -1725 | -1725 |
| .5 PHILLIPS 66 | 2007-08-09 | 2012-05-23 | 16 | 19 | -3 | -3 |
| 154. PHILLIPS 66 | 2009-08-13 | 2012-06-19 | 5245 | 3733 | 1512 | 1512 |
| 500000. SCIENCE APPL INTL 6.250% 7/01/12 | 2002-06-21 | 2012-07-01 | 500000 | 500735 | -735 | -735 |
| 869.263 COLUMBIA ACORN FUND-Z | 2011-08-31 | 2012-08-22 | 26486 | 25000 | 1486 | 1486 |
| 15586.599 COLUMBIA ACORN FUND-Z | 2011-04-12 | 2012-08-22 | 474924 | 490822 | -15898 | -15898 |
| 567.279 VANGUARD WINDSOR II FUND | 2011-08-31 | 2012-08-22 | 29016 | 25000 | 4016 | 4016 |
| 7546.056 VANGUARD WINDSOR II FUND | 2008-10-22 | 2012-08-22 | 385981 | 442697 | -56716 | -56716 |
| 9. ENGILITY HOLDINGS INC - W/I | 2008-10-06 | 2012-08-28 | 161 | 199 | -38 | -38 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 35266 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1027805 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 23237167 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044231 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1010159 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 22777611 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044349 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 967238 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 21546148 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044891 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1158030 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 22692340 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051032 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1078418 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 23812505 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045288 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.229791 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045958 | AverageDistributionRatio |
| Net Noncharitable Assets | 23829072 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1095136 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10077 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1105213 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1591176 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 10077 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 10077 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 10077 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 21116 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 21116 | TotalCreditsAndPayments |
| Penalty For Underpayment | 12 | PenaltyForUnderpayment |
| Overpayment | 11027 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 11027 | 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 | 134548 | 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 | 23192411 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 999540 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 24191951 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 24191951 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 362879 | CashDeemedCharitable |
| Net Noncharitable Assets | 23829072 | NetNoncharitableAssets |
| Minimum Investment Return | 1191454 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1191454 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10077 | TaxBasedOnInvestmentIncome |
| Total Tax | 10077 | TotalTax |
| Distributable Amount Before Adj | 1181377 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1181377 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1181377 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1591176 | 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 | 1591176 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 10077 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1581099 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1181377 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 686281 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | 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 | 1591176 | QualifyingDistributions |
| Applied To Year1 | 686281 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 904895 | 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 | 276482 | 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 LEIGHT 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 (25 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $39,714 | |
| WARRIORS CENTER | ||||||||
| 642 SEMMES | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $15,000 | |
| EMMANUEL EPISCOPAL CENTER | ||||||||
| P O BOX 550 | MEMPHIS | TN | 38101 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $90,000 | |
| RISE | ||||||||
| 22 N FRONT ST STE 680 | MEMPHIS | TN | 38103 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | |
| CHURCH HEALTH CENTER | ||||||||
| 1210 PEABODY AVENUE | MEMPHIS | TN | 38108 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $45,000 | ATTN DR G SCOTT MORRIS |
| MEMPHIS CHILD ADVOCACY CENTER | ||||||||
| 1085 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $34,000 | |
| CHICKASAW COUNCIL BOY SCOUTS | ||||||||
| 171 S HOLLYWOOD | MEMPHIS | TN | 38112 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $50,000 | AMERICA |
| ST ANN CATHOLIC SCHOOL | ||||||||
| 670 SOUTH HIGHLAND | MEMPHIS | TN | 38111 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $27,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPL | ||||||||
| ATTN LEGAL DEPT--ESTATE COORDINATO | MEMPHIS | TN | 381051942 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $380,664 | |
| BOYS & GIRLS CLUBS OF | ||||||||
| 1100 VOLLINTINE | MEMPHIS | TN | 38107 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | GREATER MEMPHIS |
| MIFA | ||||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | |
| JIFF | ||||||||
| 254 S LAUDERDALE | MEMPHIS | TN | 38126 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $20,000 | |
| MPHS CATHOLIC MIDDLE & | ||||||||
| 61 NORTH MCLEAN BLVD | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $30,000 | HIGH SCHOOL |
| ST PATRICK CATHOLIC CHURCH | ||||||||
| 277 S FOURTH ST | MEMPHIS | TN | 38126 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $15,000 | |
| DIXON GALLERY & GARDENS | ||||||||
| 4339 PARKS AVENUE | MEMPHIS | TN | 381174698 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $46,000 | |
| ST PATRICK LEARNING CENTER | ||||||||
| 277 S FOURTH ST | MEMPHIS | TN | 38126 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $30,000 | |
| MID-SOUTH FOOD BANK | ||||||||
| 239 S DUDLEY | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,500 | |
| 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 | $62,403 | |
| HOPE HOUSE | ||||||||
| P O BOX 41437 | MEMPHIS | TN | 38174 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $25,000 | C/O ELIZABETH M DUPONT |
| SERVICE OVER SELF | ||||||||
| 2505 POPLAR AVE | MEMPHIS | TN | 38112 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $21,000 | |
| LE BONHEUR CHILDRENS MEDICAL CTR | ||||||||
| ATTN ROBERTA MATTHEWS | MEMPHIS | TN | 38174 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $380,664 | |
| BOOKER T WASHINGTON HIGH | ||||||||
| 4385 POPLAR AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $11,500 | SCHOOL BASKETBALL |
| MEMPHIS URBAN YOUNG LIFE | ||||||||
| 658 COLONIAL RD | MEMPHIS | TN | 38117 | NONE | PUBLIC CHARITY | BENEFIT CHILDREN | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1523445 | 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 | $1,040,174 | 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 | $35,266 | 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 REFUND | Description |
| Exclusion | $27,274 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,102,714 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1102714 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TIMING | Description |
| Amount | $229 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER ALLOCABLE EXPENSE-PRINCI | Description |
| Revenue And Expenses Per Books | 1049 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $491,835 | 0 | 0 |
| FEDERAL ESTIMATES - PRINCIPAL | $21,116 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,334 | 0 | 0 |
Comments