PLOUGH FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PLOUGH FOUNDATION (EIN 23-7175983)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201101329349100145
- Schema version
- 2010v3.2
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T14:45:07-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 N 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 | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS B WRIGHT CPA | Name |
| Phone | 9016857500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 120004739 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 342112 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1227703 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1227703 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1594119 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1594119 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2664503 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 30821733 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2664503 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 5828437 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5486325 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 286329 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 27019 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 259310 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 311148 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 13068 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 298080 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 147303 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 6186 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 141117 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 8096 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1012 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 7084 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 23575 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 10609 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 12966 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 623539 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 616320 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 7219 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 73739 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 71677 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 3010 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 90023 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 3781 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 86242 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 10518 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 386 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 10132 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 41244 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1734 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 39510 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1687191 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 683125 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 861660 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10615299 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 10615299 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 12302490 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 683125 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 11476959 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -6474053 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4803200 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13724 | CashBOY |
| Cash EOY | 17085 | CashEOY |
| Cash EOYFMV | 17085 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 4665659 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2929286 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2929286 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 9340836 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 8190165 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 8610598 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 79593600 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 76383530 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 93924264 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 13639895 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 13820676 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 14304857 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 455788 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 243639 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 275491 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 212149 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 212149 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 6500 | OtherAssetsBOY |
| Other Assets EOY | 6500 | OtherAssetsEOY |
| Other Assets EOYFMV | 6500 | OtherAssetsEOYFMV |
| Total Assets BOY | 107535705 | TotalAssetsBOY |
| Total Assets EOY | 101559391 | TotalAssetsEOY |
| Total Assets EOYFMV | 120004739 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 14905441 | AccountsPayableBOY |
| Accounts Payable EOY | 16151815 | AccountsPayableEOY |
| Total Liabilities BOY | 14905441 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16151815 | 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 | -49256730 | RetainedEarningsBOY |
| Retained Earnings EOY | -56479418 | RetainedEarningsEOY |
| Total Net Assets BOY | 92630264 | TotalNetAssetsBOY |
| Total Net Assets EOY | 85407576 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 107535705 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 101559391 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 92630264 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -6474053 | ExcessOfRevenueOverExpenses |
| Other Increases | 497739 | OtherIncreases |
| Subtotal | 86653950 | Subtotal |
| Other Decreases | 1246374 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 85407576 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 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 |
|---|---|---|---|---|---|---|---|
| STOCK | 2009-06-15 | 2010-06-15 | 25470486 | 22701421 | 2769065 | 2769065 | |
| CORPORATE BONDS | 2009-06-15 | 2010-06-15 | 3617221 | 3671967 | -54746 | -54746 | P |
| GOVERNMENT INVESTMENTS | 2009-06-15 | 2010-06-15 | 1325344 | 1351051 | -25707 | -25707 | P |
| INTERNATIONAL INVESTMENTS | 2009-06-15 | 2010-06-15 | 408682 | 432791 | -24109 | -24109 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2664503 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 11540668 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 106694935 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.108165 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 13115129 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 135439230 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.096834 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 11888896 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 173347200 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.068584 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 12474488 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 164721138 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.075731 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 8404369 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 163516692 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051398 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.400712 | TotalDistributionRatio |
| Average Distribution Ratio | 0.080142 | AverageDistributionRatio |
| Net Noncharitable Assets | 115322160 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 9242149 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 48032 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 9290181 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 11476959 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 48032 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 48032 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 48032 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 52000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 52000 | TotalCreditsAndPayments |
| Overpayment | 3968 | Overpayment |
| Amount Credited To Next Year | 3968 | 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 | 0 | 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 | 194250 | 44966 | 6930 |
| 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 R 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 T KNOX | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 4000 | 0 | 0 |
| JAMES F SPRINGFIELD | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 4000 | 0 | 0 |
| STEVE WISHNIA | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 4000 | 0 | 0 |
| JOHNNY B MOORE | ||||||||
| 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | TRUSTEE | 1.00 | 4000 | 0 | 0 |
| PETER R 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 | 72079 | 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 S JACOBS | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | PROGRAM DIRECTOR | 40.00 | 131081 | 22838 | 0 |
| JOANN B CHRISTIAN | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | EXECUTIVE ASSISTANT | 40.00 | 93396 | 23893 | 0 |
| ROBERT F WALLACE | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | CONTROLLER | 40.00 | 78750 | 24138 | 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 | 387509 |
| SOUTHEASTERN ASSET MANAGEMENT | |||||
| 6410 POPLAR AVENUE STE 900 | MEMPHIS | TN | 38119 | INVESTMENT ADVISORS | 195733 |
| 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 | 110807605 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6052081 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 218649 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 117078335 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 117078335 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1756175 | CashDeemedCharitable |
| Net Noncharitable Assets | 115322160 | NetNoncharitableAssets |
| Minimum Investment Return | 5766108 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5766108 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 48032 | TaxBasedOnInvestmentIncome |
| Total Tax | 48032 | TotalTax |
| Distributable Amount Before Adj | 5718076 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5718076 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5718076 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 11476959 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 11476959 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 48032 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 11428927 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5718076 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 257636 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4759411 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3528780 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 6401967 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 6306453 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 21254247 | TotalExcessDistriCarryover |
| Qualifying Distributions | 11476959 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5718076 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5758883 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 27013130 | 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 | 257636 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 26755494 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4759411 | ExcessFromYear4 |
| Excess From Year3 | 3528780 | ExcessFromYear3 |
| Excess From Year2 | 6401967 | ExcessFromYear2 |
| Excess From Year1 | 6306453 | ExcessFromYear1 |
| Excess From Current Year | 5758883 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE RUDNER | ContributingManager |
| Contributing Manager | JOCELYN RUDNER | ContributingManager |
| Contributing Manager | SHARON R EISENBERG | 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 (48 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 | $333,333 |
| ARTSMEMPHIS | |||||||
| 119 SOUTH MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $200,000 |
| 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 | $45,000 |
| BRIDGES USA | |||||||
| 314 SOUTH GOODLETT STREET | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $136,766 |
| CHRISTIAN BROTHERS UNIVERSITY | |||||||
| 600 E PARKWAY S | MEMPHIS | TN | 38112 | NONE | PUBLIC | CAPITAL CAMPAIGN | $500,000 |
| COMMUNITY FOUNDATION OF GREATER MEMPHIS INC | |||||||
| 1900 UNION AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 |
| DISTRICT ATTORNEY GENERAL SCLC | |||||||
| 201 POPLAR AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $61,314 |
| DIXON GALLERY AND GARDENS | |||||||
| 4339 PARK AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $50,000 |
| DRESS FOR SUCCESS | |||||||
| 2730 COLONY PARK DR 7 | MEMPHIS | TN | 38118 | NONE | PUBLIC | CONSTRUCTION PROJECT | $25,000 |
| EXCEPTIONAL FOUNDATION OF WEST TENNESSEE | |||||||
| 1780 MORIAH WOODS BLVD | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $29,400 |
| FACING HISTORY AND OURSELVES | |||||||
| 650 E PARKWAY S | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $149,000 |
| GOODWILL INDUSTRIES INC | |||||||
| 3830 AUSTIN PEAY HIGHWAY | MEMPHIS | TN | 38128 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| GRANTMAKERS FOR CHILDREN YOUTH & FAMILIES | |||||||
| 8757 GEORGIA AVE 540 | SILVER SPRING | MD | 20910 | NONE | PUBLIC | MEMBERSHIP DUES | $1,000 |
| HABITAT FOR HUMANITY OF GREATER MEMPHIS INC | |||||||
| 169 SCOTT ST | MEMPHIS | TN | 38112 | NONE | PUBLIC | CONSTRUCTION PROJECT | $32,136 |
| HOPE HOUSE DAY CARE INC | |||||||
| 23 S IDLEWILD STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | CAPITAL CAMPAIGN | $125,000 |
| JUNIOR LEAGUE OF MEMPHIS INC | |||||||
| 3475 CENTRAL AVE | MEMPHIS | TN | 38111 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $50,000 |
| LE BONHEUR CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||
| 50 N DUNLAP STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $1,000,000 |
| LEADERSHIP ACADEMY | |||||||
| 22 N FRONT STREET 160 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 |
| LEMOYNE-OWEN COLLEGE | |||||||
| 807 WALKER AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC | PROGRAM SUPPORT | $203,845 |
| MEDICAL EDUCATION AND RESEARCH INSTITUTE | |||||||
| 44 SOUTH CLEVELAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $80,815 |
| MEMPHIS BIOWORKS | |||||||
| 20 DUDLEY STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $300,000 |
| MEMPHIS CITY SCHOOLS FOUNDATION | |||||||
| 2597 AVERY AVENUE | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| MEMPHIS INTER-FAITH ASSOCIATION (MIFA) | |||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC | EQUIPMENT | $4,778 |
| MEMPHIS JEWISH COMMUNITY CENTER | |||||||
| 6560 POPLAR AVE | MEMPHIS | TN | 38120 | NONE | PUBLIC | CAPITAL CAMPAIGN | $500,000 |
| MEMPHIS JEWISH FEDERATION | |||||||
| 6560 POPLAR AVE B | GERMANTOWN | TN | 38138 | NONE | PUBLIC | ANNUAL CAMPAIGN | $400,000 |
| MEMPHIS JEWISH HOUSING DEVELOPMENT CORP PLOUGH TWR | |||||||
| 6580 POPLAR AVE | GERMANTOWN | TN | 38138 | NONE | PUBLIC | TRANSPORTATION | $57,150 |
| MEMPHIS MUSEUMS INC | |||||||
| 3050 CENTRAL AVENUE | MEMPHIS | TN | 38111 | NONE | PUBLIC | EQUIPMENT | $58,450 |
| MEMPHIS ORCHESTRAL SOCIETY | |||||||
| 585 S MENDENHALL ROAD | MEMPHIS | TN | 38117 | NONE | PUBLIC | EQUIPMENT | $150,000 |
| MEMPHIS TOMORROW | |||||||
| 22 N FRONT STREET 670 | MEMPHIS | TN | 38103 | NONE | PUBLIC | MEMBERSHIP DUES | $100,000 |
| MEMPHIS URBAN LEAGUE | |||||||
| 413 NORTH CLEVAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $63,460 |
| 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 |
| PARTNERS FOR THE HOMELESS | |||||||
| 44 NORTH 2ND STREET STE 403 | MEMPHIS | TN | 38103 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $60,000 |
| RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $250,000 |
| RISE FOUNDATION INC | |||||||
| 22 N FRONT STREET 680 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $78,471 |
| SCHOOL ADVOCATES FOR VISION & EDUCATION | |||||||
| 606 S MENDENHALL STE 200 | MEMPHIS | TN | 38117 | NONE | PUBLIC | CAPITAL CAMPAIGN | $159,881 |
| SEEDCO MID-SOUTH OFFICE | |||||||
| 22 NORTH FRONT STREET STE 900 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| SHELBY FARMS PARK CONSERVANCY | |||||||
| 500 NORTH PINE LAKE DRIVE | MEMPHIS | TN | 38134 | NONE | PUBLIC | CAPITAL CAMPAIGN | $1,000,000 |
| SHELBY RESIDENTIAL AND VOCATIONAL SERVICES INC | |||||||
| 3850 LAMAR AVEENUE | MEMPHIS | TN | 38118 | NONE | PUBLIC | CAPITAL CAMPAIGN | $500,000 |
| 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 | $135,000 |
| TEMPLE ISRAEL | |||||||
| 1376 EAST MASSEY ROAD | MEMPHIS | TN | 38120 | NONE | PUBLIC | ENDOWMENT | $1,000,000 |
| TENNESSEE WILDLIFE FEDERATION | |||||||
| 300 ORLANDO AVE 200 | NASHVILLE | TN | 37209 | NONE | PUBLIC | PROGRAM SUPPORT | $45,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION - SCHOOL OF PUBLIC HEALTH | |||||||
| PO BOX 1000 | MEMPHIS | TN | 381480001 | NONE | PUBLIC | PROGRAM SUPPORT | $650,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 10615299 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (36 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 | $130,000 |
| ARTSMEMPHIS | |||||||
| 119 SOUTH MAIN STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $400,000 |
| BOY SCOUTS OF AMERICACHICKASAW COUNCIL | |||||||
| 171 SOUTH HOLLYWOOD | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $105,000 |
| BRIDGES USA | |||||||
| 314 SOUTH GOODLETT STREET | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| GOODWILL INDUSTRIES INC | |||||||
| 3830 AUSTIN PEAY HIGHWAY | MEMPHIS | TN | 38128 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| 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 | 38112 | NONE | PUBLIC | ENDOWMENT | $250,000 |
| LAND TRUST FOR TENNESSEE INC | |||||||
| PO BOX 23473 | NASHVILLE | TN | 37202 | NONE | PUBLIC | CAPITAL CAMPAIGN | $200,000 |
| MEMPHIS BIOWORKS | |||||||
| 20 DUDLEY STREET | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $300,000 |
| MEMPHIS CHILD ADVOCACY CENTER FOR FAMILY SAFETY CENTER | |||||||
| 1085 POPLAR AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CAPITAL CAMPAIGN | $1,000,000 |
| MEMPHIS CITY SCHOOLS FOUNDATION | |||||||
| 2597 AVERY AVENUE | MEMPHIS | TN | 38112 | NONE | PUBLIC | PROGRAM SUPPORT | $2,750,000 |
| MEMPHIS HEALTH CENTER INC | |||||||
| 360 E EH CRUMP LVD | MEMPHIS | TN | 38126 | NONE | PUBLIC | CONSTRUCTION PROJECT | $256,237 |
| MEMPHIS JEWISH FEDERATION 2011 | |||||||
| 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 | $12,292 |
| MEMPHIS ORCHESTRAL SOCIETY | |||||||
| 585 S MENDENHALL ROAD | MEMPHIS | TN | 38117 | NONE | PUBLIC | PROGRAM SUPPORT | $250,000 |
| MEMPHIS ZOO | |||||||
| 2000 PRENTISS PLACE | MEMPHIS | TN | 38112 | NONE | PUBLIC | CONSTRUCTION PROJECT | $1,500,000 |
| MID-SOUTH MINORITY COUNCIL TADP INC | |||||||
| 158 MADISON AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $150,000 |
| NATIONAL CIVIL RIGHTS MUSEUM | |||||||
| 450 MULBERRY ST | MEMPHIS | TN | 38103 | NONE | PUBLIC | CONSTRUCTION PROJECT | $400,000 |
| RONALD MCDONALD HOUSE | |||||||
| 535 ALABAMA AVE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CONSTRUCTION PROJECT | $250,000 |
| STREETS MINISTRIES INC | |||||||
| 430 VANCE AVENUE | MEMPHIS | TN | 38126 | NONE | PUBLIC | CONSTRUCTION PROJECT | $500,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION - SCHOOL OF PUBLIC HEALTH | |||||||
| PO BOX 1000 | MEMPHIS | TN | 381480001 | NONE | PUBLIC | PROGRAM SUPPORT | $670,000 |
| AMERICAN CANCER SOCIETYMID-SOUTH DIVISION INC | |||||||
| 1378 UNION AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC | CAPITAL CAMPAIGN | $333,334 |
| BAPTIST MEMORIAL HEALTH CARE FOUNDATION | |||||||
| 350 N HUMPHREYS BLVD | MEMPHIS | TN | 38120 | NONE | PUBLIC | CONSTRUCTION PROJECT | $200,000 |
| DIXON GALLERY AND GARDENS | |||||||
| 4339 PARK AVE | MEMPHIS | TN | 38117 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $200,000 |
| LEADERSHIP ACADEMY | |||||||
| 22 N FRONT STREET 500 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| MED FOUNDATION | |||||||
| 877 JEFFERSON AVE | MEMPHIS | TN | 38103 | NONE | PUBLIC | CAPITAL CAMPAIGN | $666,667 |
| MEDICAL EDUCATION AND RESEARCH INSTITUTE | |||||||
| 44 SOUTH CLEVELAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $169,185 |
| MEMPHIS INTER-FAITH ASSOCIATION (MIFA) | |||||||
| 910 VANCE AVE | MEMPHIS | TN | 38126 | NONE | PUBLIC | EQUIPMENT | $40,800 |
| MEMPHIS TOMORROW | |||||||
| 22 N FRONT STREET 670 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $92,126 |
| MEMPHIS URBAN LEAGUE | |||||||
| 413 NORTH CLEVAND STREET | MEMPHIS | TN | 38104 | NONE | PUBLIC | PROGRAM SUPPORT | $122,555 |
| RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NONE | PUBLIC | GENERAL/OPERATING SUPPORT | $500,000 |
| SCHOOL ADVOCATES FOR VISION & EDUCATION | |||||||
| 606 S MENDENHALL STE 200 | MEMPHIS | TN | 38117 | NONE | PUBLIC | CAPITAL CAMPAIGN | $175,119 |
| SEEDCO MID-SOUTH OFFICE | |||||||
| 22 N FRONT STREET 800 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $100,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $140,000 |
| UT HEALTH SCIENCE CENTER | |||||||
| 920 MADISON AVE | MEMPHIS | TN | 38163 | NONE | PUBLIC | CONSTRUCTION PROJECT | $3,375,000 |
| WOMEN'S FOUNDATION FOR A GREATER MEMPHIS | |||||||
| 8 S THIRD ST 10 | MEMPHIS | TN | 38103 | NONE | PUBLIC | PROGRAM SUPPORT | $62,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 16151815 | 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 | $1,227,703 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,594,119 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,664,503 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,486,325 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5486325 | 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 | MS DD R EISENBERG | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | 15000 | X | |
| 2 | MS DIANE RUDNER | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | 25000 | X | |
| 3 | MR MRS ALBERT BURNHAM | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | 25050 | X | X |
| 4 | JOCELYN P RUDNER | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | 250006 | X | X |
| 5 | WILLIAM RUDNER | 62 N MAIN STREET STE 201 | MEMPHIS | TN | 38103 | 27056 | X | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 3 | 364SH MICROSOFT CORP;139SH EXXON MOBILE CORP;221SH EMC CORP | 25050 | 2010-12-15 |
| 4 | 9287SH MICROSOFT CORP | 252374 | 2010-12-09 |
| 5 | 400SH VARIAN MEDICAL SYSTEMS INC | 27056 | 2010-12-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | Category |
| Amount | $23,575 | Amount |
| Net Investment Income | 10609 | NetInvestmentIncome |
| Disbursements Charitable Prps | 12966 | 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 | 455788 | CostOrOtherBasis |
| Prior Years Depreciation | 171962 | PriorYearsDepreciation |
| Computation Method | SL | ComputationMethod |
| Life | 5.000000000000 | Life |
| Current Year Expense | 71677 | 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 | 13820676 | EOYBookValue |
| EOYFMV | 14304857 | 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 | 76383530 | EOYBookValue |
| EOYFMV | 93924264 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 8190165 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 8610598 | 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 | 455788 | CostOrOtherBasis |
| Accumulated Depreciation | 243639 | AccumulatedDepreciation |
| Book Value | 212149 | BookValue |
| EOYFMV | 0 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $8,096 | Amount |
| Net Investment Income | 1012 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7084 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CRESCENT CLUB MEMBERSHIP | Description |
| BOY Book Value | 6500 | BOYBookValue |
| EOY Book Value | 6500 | EOYBookValue |
| EOYFMV | 6500 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCREASE IN GRANT APPROPRIATIONS | Description |
| Amount | $1,246,374 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (11 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TEMPORARY EMPLOYEES | 764 | 32 | 732 |
| COMPUTER EXPENSES | 9503 | 399 | 9104 |
| OFFICE EXPENSES | 3318 | 139 | 3179 |
| TELEPHONE | 6389 | 268 | 6121 |
| POSTAGE | 797 | 33 | 764 |
| DUES & SUBSCRIPTIONS | 2275 | 96 | 2179 |
| INSURANCE | 9584 | 403 | 9181 |
| MISCELLANEOUS | 550 | 25 | 525 |
| OTHER FEES & SERVICES | 1306 | 55 | 1251 |
| REPAIRS & MAINTENANCE | 4831 | 203 | 4628 |
| KITCHEN SUPPLIES | 1927 | 81 | 1846 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR COST ADJUSTMENT | Description |
| Amount | $497,739 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CONSULTANTS-PROFESSIONAL | $7,535 | 316 | 7219 |
| INVESTMENT ADVISORY FEES | $616,004 | 616004 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $73,739 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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