2011-05-12T14:45:07-05:00 2010-12-31 CANNON WRIGHT BLOUNT PLLC 756 RIDGE LAKE BLVD SUITE 100 MEMPHIS TN 381209420 990PF 2010-01-01 237175983 PLOUGH FOUNDATION PLOU 9015212779 62 N MAIN STREET NO 201 MEMPHIS TN 38103 SHERI HAAS CTFA 9014157300 2011-05-12 1 DOUGLAS B WRIGHT CPA 9016857500 2010 2016-02-24 21:20:13Z X 120004739 X 342112 1227703 1227703 1594119 1594119 2664503 30821733 2664503 5828437 5486325 286329 27019 259310 311148 13068 298080 147303 6186 141117 8096 1012 7084 23575 10609 12966 623539 616320 7219 73739 0 0 71677 3010 90023 3781 86242 10518 386 10132 41244 1734 39510 1687191 683125 861660 10615299 10615299 12302490 683125 11476959 -6474053 4803200 13724 17085 17085 4665659 2929286 2929286 9340836 8190165 8610598 79593600 76383530 93924264 13639895 13820676 14304857 455788 243639 275491 212149 212149 6500 6500 6500 107535705 101559391 120004739 14905441 16151815 14905441 16151815 X 141886994 141886994 0 0 -49256730 -56479418 92630264 85407576 107535705 101559391 92630264 -6474053 497739 86653950 1246374 85407576 STOCK 2009-06-15 2010-06-15 25470486 22701421 2769065 2769065 CORPORATE BONDS P 2009-06-15 2010-06-15 3617221 3671967 -54746 -54746 GOVERNMENT INVESTMENTS P 2009-06-15 2010-06-15 1325344 1351051 -25707 -25707 INTERNATIONAL INVESTMENTS P 2009-06-15 2010-06-15 408682 432791 -24109 -24109 2664503 0 11540668 106694935 0.108165 13115129 135439230 0.096834 11888896 173347200 0.068584 12474488 164721138 0.075731 8404369 163516692 0.051398 0.400712 0.080142 115322160 9242149 48032 9290181 11476959 X 48032 0 48032 0 48032 52000 52000 3968 3968 0 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A SCOTT MCCORMICK 9015212779 62 N MAIN STREET SUITE 201 MEMPHIS TN 38103 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCOTT MCCORMICK 62 N MAIN STREET STE 201 MEMPHIS TN 38103 40.00 194250 44966 6930 DIANE RUDNER 62 N MAIN STREET STE 201 MEMPHIS TN 38103 10.00 0 0 0 JOCELYN RUDNER 62 N MAIN STREET STE 201 MEMPHIS TN 38103 5.00 0 0 0 SHARON R EISENBERG 62 N MAIN STREET STE 201 MEMPHIS TN 38103 1.00 0 0 0 PATRICIA BURNHAM 62 N MAIN STREET STE 201 MEMPHIS TN 38103 1.00 0 0 0 EUGENE CALLAHAN 62 N MAIN STREET STE 201 MEMPHIS TN 38103 1.00 0 0 0 ROGER T KNOX 62 N MAIN STREET STE 201 MEMPHIS TN 38103 1.00 4000 0 0 JAMES F SPRINGFIELD 62 N MAIN STREET STE 201 MEMPHIS TN 38103 1.00 4000 0 0 STEVE WISHNIA 62 N MAIN STREET STE 201 MEMPHIS TN 38103 1.00 4000 0 0 JOHNNY B MOORE 62 N MAIN STREET STE 201 MEMPHIS TN 38103 1.00 4000 0 0 PETER R PETTIT 62 N MAIN STREET STE 201 MEMPHIS TN 38103 1.00 4000 0 0 SUNTRUST BANK 62 N MAIN STREET STE 201 MEMPHIS TN 38103 1.00 72079 0 0 BARBARA S JACOBS 62 N MAIN STREET STE 201 MEMPHIS TN 38103 40.00 131081 22838 0 JOANN B CHRISTIAN 62 N MAIN STREET STE 201 MEMPHIS TN 38103 40.00 93396 23893 0 ROBERT F WALLACE 62 N MAIN STREET STE 201 MEMPHIS TN 38103 40.00 78750 24138 0 0 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 0 0 110807605 6052081 218649 117078335 0 0 117078335 1756175 115322160 5766108 5766108 48032 48032 5718076 0 5718076 0 5718076 11476959 0 11476959 48032 11428927 5718076 0 0 257636 4759411 3528780 6401967 6306453 21254247 11476959 0 0 0 5718076 5758883 0 0 27013130 0 0 0 0 0 0 257636 26755494 4759411 3528780 6401967 6306453 5758883 DIANE RUDNER JOCELYN RUDNER SHARON R EISENBERG SCOTT MCCORMICK 62 N MAIN STREET SUITE 201 MEMPHIS TN 38103 9015212779 THREE PAGE LETTER EXPLAINING THE PROJECT AND HOW FUNDS WILL BE USED. FULL APPLICATION BY INVITATION. A CONCEPT LETTER IS DUE BY JANUARY 2, APRIL 1, JULY 1, OR OCTOBER 1. GRANTS PRIMARILY IN MEMPHIS/SHELBY COUNTY. NO GRANTS TO INDIVIDUALS. ALLIANCE FOR NONPROFIT EXCELLENCE 5100 POPLAR AVE 502 MEMPHIS TN 38137 NONE PUBLIC PROGRAM SUPPORT 65000 AMERICAN CANCER SOCIETYMID-SOUTH DIVISION INC 1378 UNION AVE MEMPHIS TN 38104 NONE PUBLIC CAPITAL CAMPAIGN 333333 ARTSMEMPHIS 119 SOUTH MAIN STREET MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 200000 BAPTIST MEMORIAL HEALTH CARE FOUNDATION 350 N HUMPHREYS BLVD MEMPHIS TN 38120 NONE PUBLIC CONSTRUCTION PROJECT 100000 BOY SCOUTS OF AMERICACHICKASAW COUNCIL 171 SOUTH HOLLYWOOD MEMPHIS TN 38112 NONE PUBLIC PROGRAM SUPPORT 45000 BRIDGES USA 314 SOUTH GOODLETT STREET MEMPHIS TN 38117 NONE PUBLIC PROGRAM SUPPORT 136766 CHRISTIAN BROTHERS UNIVERSITY 600 E PARKWAY S MEMPHIS TN 38112 NONE PUBLIC CAPITAL CAMPAIGN 500000 COMMUNITY FOUNDATION OF GREATER MEMPHIS INC 1900 UNION AVE MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 20000 DISTRICT ATTORNEY GENERAL SCLC 201 POPLAR AVE MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 61314 DIXON GALLERY AND GARDENS 4339 PARK AVE MEMPHIS TN 38117 NONE PUBLIC GENERAL/OPERATING SUPPORT 50000 DRESS FOR SUCCESS 2730 COLONY PARK DR 7 MEMPHIS TN 38118 NONE PUBLIC CONSTRUCTION PROJECT 25000 EXCEPTIONAL FOUNDATION OF WEST TENNESSEE 1780 MORIAH WOODS BLVD MEMPHIS TN 38117 NONE PUBLIC PROGRAM SUPPORT 29400 FACING HISTORY AND OURSELVES 650 E PARKWAY S MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 149000 GOODWILL INDUSTRIES INC 3830 AUSTIN PEAY HIGHWAY MEMPHIS TN 38128 NONE PUBLIC PROGRAM SUPPORT 150000 GRANTMAKERS FOR CHILDREN YOUTH & FAMILIES 8757 GEORGIA AVE 540 SILVER SPRING MD 20910 NONE PUBLIC MEMBERSHIP DUES 1000 HABITAT FOR HUMANITY OF GREATER MEMPHIS INC 169 SCOTT ST MEMPHIS TN 38112 NONE PUBLIC CONSTRUCTION PROJECT 32136 HOPE HOUSE DAY CARE INC 23 S IDLEWILD STREET MEMPHIS TN 38104 NONE PUBLIC CAPITAL CAMPAIGN 125000 JUNIOR LEAGUE OF MEMPHIS INC 3475 CENTRAL AVE MEMPHIS TN 38111 NONE PUBLIC GENERAL/OPERATING SUPPORT 50000 LE BONHEUR CHILDREN'S MEDICAL CENTER FOUNDATION 50 N DUNLAP STREET MEMPHIS TN 38103 NONE PUBLIC CONSTRUCTION PROJECT 1000000 LEADERSHIP ACADEMY 22 N FRONT STREET 160 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 50000 LEMOYNE-OWEN COLLEGE 807 WALKER AVE MEMPHIS TN 38126 NONE PUBLIC PROGRAM SUPPORT 203845 MEDICAL EDUCATION AND RESEARCH INSTITUTE 44 SOUTH CLEVELAND STREET MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 80815 MEMPHIS BIOWORKS 20 DUDLEY STREET MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 300000 MEMPHIS CITY SCHOOLS FOUNDATION 2597 AVERY AVENUE MEMPHIS TN 38112 NONE PUBLIC PROGRAM SUPPORT 250000 MEMPHIS INTER-FAITH ASSOCIATION (MIFA) 910 VANCE AVE MEMPHIS TN 38126 NONE PUBLIC EQUIPMENT 4778 MEMPHIS JEWISH COMMUNITY CENTER 6560 POPLAR AVE MEMPHIS TN 38120 NONE PUBLIC CAPITAL CAMPAIGN 500000 MEMPHIS JEWISH FEDERATION 6560 POPLAR AVE B GERMANTOWN TN 38138 NONE PUBLIC ANNUAL CAMPAIGN 400000 MEMPHIS JEWISH HOUSING DEVELOPMENT CORP PLOUGH TWR 6580 POPLAR AVE GERMANTOWN TN 38138 NONE PUBLIC TRANSPORTATION 57150 MEMPHIS MUSEUMS INC 3050 CENTRAL AVENUE MEMPHIS TN 38111 NONE PUBLIC EQUIPMENT 58450 MEMPHIS ORCHESTRAL SOCIETY 585 S MENDENHALL ROAD MEMPHIS TN 38117 NONE PUBLIC EQUIPMENT 150000 MEMPHIS TOMORROW 22 N FRONT STREET 670 MEMPHIS TN 38103 NONE PUBLIC MEMBERSHIP DUES 100000 MEMPHIS URBAN LEAGUE 413 NORTH CLEVAND STREET MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 63460 MID-SOUTH MINORITY COUNCIL TADP INC 158 MADISON AVE MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 50000 NATIONAL CIVIL RIGHTS MUSEUM 450 MULBERRY ST MEMPHIS TN 38103 NONE PUBLIC CONSTRUCTION PROJECT 100000 PARTNERS FOR THE HOMELESS 44 NORTH 2ND STREET STE 403 MEMPHIS TN 38103 NONE PUBLIC GENERAL/OPERATING SUPPORT 60000 RHODES COLLEGE 2000 N PARKWAY MEMPHIS TN 38112 NONE PUBLIC GENERAL/OPERATING SUPPORT 250000 RISE FOUNDATION INC 22 N FRONT STREET 680 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 78471 SCHOOL ADVOCATES FOR VISION & EDUCATION 606 S MENDENHALL STE 200 MEMPHIS TN 38117 NONE PUBLIC CAPITAL CAMPAIGN 159881 SEEDCO MID-SOUTH OFFICE 22 NORTH FRONT STREET STE 900 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 100000 SHELBY FARMS PARK CONSERVANCY 500 NORTH PINE LAKE DRIVE MEMPHIS TN 38134 NONE PUBLIC CAPITAL CAMPAIGN 1000000 SHELBY RESIDENTIAL AND VOCATIONAL SERVICES INC 3850 LAMAR AVEENUE MEMPHIS TN 38118 NONE PUBLIC CAPITAL CAMPAIGN 500000 SOUTHEASTERN COUNCIL OF FOUNDATIONS 50 HURT PIZ SE ATLANTA GA 30303 NONE PUBLIC MEMBERSHIP DUES 8000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 135000 TEMPLE ISRAEL 1376 EAST MASSEY ROAD MEMPHIS TN 38120 NONE PUBLIC ENDOWMENT 1000000 TENNESSEE WILDLIFE FEDERATION 300 ORLANDO AVE 200 NASHVILLE TN 37209 NONE PUBLIC PROGRAM SUPPORT 45000 UNIVERSITY OF MEMPHIS FOUNDATION - SCHOOL OF PUBLIC HEALTH PO BOX 1000 MEMPHIS TN 381480001 NONE PUBLIC PROGRAM SUPPORT 650000 UT HEALTH SCIENCE CENTER 920 MADISON AVE MEMPHIS TN 38163 NONE PUBLIC CONSTRUCTION PROJECT 1125000 WOMEN'S FOUNDATION FOR A GREATER MEMPHIS 8 S THIRD ST 10 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 62500 10615299 ALLIANCE FOR NONPROFIT EXCELLENCE 5100 POPLAR AVE 502 MEMPHIS TN 38137 NONE PUBLIC PROGRAM SUPPORT 130000 ARTSMEMPHIS 119 SOUTH MAIN STREET MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 400000 BOY SCOUTS OF AMERICACHICKASAW COUNCIL 171 SOUTH HOLLYWOOD MEMPHIS TN 38112 NONE PUBLIC PROGRAM SUPPORT 105000 BRIDGES USA 314 SOUTH GOODLETT STREET MEMPHIS TN 38117 NONE PUBLIC PROGRAM SUPPORT 150000 GOODWILL INDUSTRIES INC 3830 AUSTIN PEAY HIGHWAY MEMPHIS TN 38128 NONE PUBLIC PROGRAM SUPPORT 150000 GRANTMAKERS FOR CHILDREN YOUTH & FAMILIES 8757 GEORGIA AVE 540 SILVER SPRING MD 20910 NONE PUBLIC MEMBERSHIP DUES 1000 HOPE HOUSE DAY CARE INC 23 S IDLEWILD STREET MEMPHIS TN 38112 NONE PUBLIC ENDOWMENT 250000 LAND TRUST FOR TENNESSEE INC PO BOX 23473 NASHVILLE TN 37202 NONE PUBLIC CAPITAL CAMPAIGN 200000 MEMPHIS BIOWORKS 20 DUDLEY STREET MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 300000 MEMPHIS CHILD ADVOCACY CENTER FOR FAMILY SAFETY CENTER 1085 POPLAR AVE MEMPHIS TN 38105 NONE PUBLIC CAPITAL CAMPAIGN 1000000 MEMPHIS CITY SCHOOLS FOUNDATION 2597 AVERY AVENUE MEMPHIS TN 38112 NONE PUBLIC PROGRAM SUPPORT 2750000 MEMPHIS HEALTH CENTER INC 360 E EH CRUMP LVD MEMPHIS TN 38126 NONE PUBLIC CONSTRUCTION PROJECT 256237 MEMPHIS JEWISH FEDERATION 2011 6560 POPLAR AVE B GERMANTOWN TN 38138 NONE PUBLIC ANNUAL CAMPAIGN 450000 MEMPHIS JEWISH HOUSING DEVELOPMENT CORP PLOUGH TWR 6580 POPLAR AVE GERMANTOWN TN 38138 NONE PUBLIC TRANSPORTATION 12292 MEMPHIS ORCHESTRAL SOCIETY 585 S MENDENHALL ROAD MEMPHIS TN 38117 NONE PUBLIC PROGRAM SUPPORT 250000 MEMPHIS ZOO 2000 PRENTISS PLACE MEMPHIS TN 38112 NONE PUBLIC CONSTRUCTION PROJECT 1500000 MID-SOUTH MINORITY COUNCIL TADP INC 158 MADISON AVE MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 150000 NATIONAL CIVIL RIGHTS MUSEUM 450 MULBERRY ST MEMPHIS TN 38103 NONE PUBLIC CONSTRUCTION PROJECT 400000 RONALD MCDONALD HOUSE 535 ALABAMA AVE MEMPHIS TN 38105 NONE PUBLIC CONSTRUCTION PROJECT 250000 STREETS MINISTRIES INC 430 VANCE AVENUE MEMPHIS TN 38126 NONE PUBLIC CONSTRUCTION PROJECT 500000 UNIVERSITY OF MEMPHIS FOUNDATION - SCHOOL OF PUBLIC HEALTH PO BOX 1000 MEMPHIS TN 381480001 NONE PUBLIC PROGRAM SUPPORT 670000 AMERICAN CANCER SOCIETYMID-SOUTH DIVISION INC 1378 UNION AVE MEMPHIS TN 38104 NONE PUBLIC CAPITAL CAMPAIGN 333334 BAPTIST MEMORIAL HEALTH CARE FOUNDATION 350 N HUMPHREYS BLVD MEMPHIS TN 38120 NONE PUBLIC CONSTRUCTION PROJECT 200000 DIXON GALLERY AND GARDENS 4339 PARK AVE MEMPHIS TN 38117 NONE PUBLIC GENERAL/OPERATING SUPPORT 200000 LEADERSHIP ACADEMY 22 N FRONT STREET 500 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 100000 MED FOUNDATION 877 JEFFERSON AVE MEMPHIS TN 38103 NONE PUBLIC CAPITAL CAMPAIGN 666667 MEDICAL EDUCATION AND RESEARCH INSTITUTE 44 SOUTH CLEVELAND STREET MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 169185 MEMPHIS INTER-FAITH ASSOCIATION (MIFA) 910 VANCE AVE MEMPHIS TN 38126 NONE PUBLIC EQUIPMENT 40800 MEMPHIS TOMORROW 22 N FRONT STREET 670 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 92126 MEMPHIS URBAN LEAGUE 413 NORTH CLEVAND STREET MEMPHIS TN 38104 NONE PUBLIC PROGRAM SUPPORT 122555 RHODES COLLEGE 2000 N PARKWAY MEMPHIS TN 38112 NONE PUBLIC GENERAL/OPERATING SUPPORT 500000 SCHOOL ADVOCATES FOR VISION & EDUCATION 606 S MENDENHALL STE 200 MEMPHIS TN 38117 NONE PUBLIC CAPITAL CAMPAIGN 175119 SEEDCO MID-SOUTH OFFICE 22 N FRONT STREET 800 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 100000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PUBLIC PROGRAM SUPPORT 140000 UT HEALTH SCIENCE CENTER 920 MADISON AVE MEMPHIS TN 38163 NONE PUBLIC CONSTRUCTION PROJECT 3375000 WOMEN'S FOUNDATION FOR A GREATER MEMPHIS 8 S THIRD ST 10 MEMPHIS TN 38103 NONE PUBLIC PROGRAM SUPPORT 62500 16151815 14 1227703 14 1594119 18 2664503 0 5486325 0 5486325 0 0 0 0 0 0 0 0 0 0 X X 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 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 AUDIT FEES 23575 10609 12966 FURNITURE, FIXTURES AND EQUIPMENT 2008-06-30 455788 171962 SL 5.000000000000 71677 0 CORPORATE BONDS & COLLATERALIZED OBLIGATIONS 13820676 14304857 COMMON STOCKS/INTERNATIONAL MUTUAL FUNDS 76383530 93924264 8190165 8610598 0 0 FURNITURE, FIXTURES AND EQUIPMENT 455788 243639 212149 0 LEGAL FEES 8096 1012 7084 CRESCENT CLUB MEMBERSHIP 6500 6500 6500 INCREASE IN GRANT APPROPRIATIONS 1246374 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 PRIOR YEAR COST ADJUSTMENT 497739 CONSULTANTS-PROFESSIONAL 7535 316 7219 INVESTMENT ADVISORY FEES 616004 616004 0 FEDERAL EXCISE TAX 73739 0 0