PLOUGH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PLOUGH FOUNDATION (EIN 23-7175983)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-16
- IRS object ID
- 202611069349100916
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-16T14:01:46-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237175983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLOUGH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLOU | BusinessNameControlTxt |
| Phone | 4048132219 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4048132219 | PhoneNum |
| Signature | 2026-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2026-03-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,513,838 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $599,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $592,717 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,198,726 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,287,702 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,198,726 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $9,899 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,807,811 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,791,443 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $204,679 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $102,340 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $102,339 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,952 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,774 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3,537 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,537 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $242,668 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,114 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,376 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $242,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,114 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,376 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,565,143 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,681,329 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,868,979 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $960,152 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $960,152 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds EOY | $969,027 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $960,945 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,285,092 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,794,584 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,592,741 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,154,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,723,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,513,838 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,154,071 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,723,763 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,154,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,723,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,154,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,723,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,154,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,565,143 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,225 | OtherIncreasesAmt |
| Subtotal | $22,731,439 | SubtotalAmt |
| Other Decreases | $7,676 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,723,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (100 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1.2 GNMA SER 134 CMO 2.500% 9/20/47 | 2017-11-21 | 2025-01-20 | $1 | $1 | |||
| 2.44 FNMA PL #AL6144 3.000% 1/01/30 | 2018-11-19 | 2025-01-25 | $2 | $2 | |||
| 475.287 EATON VANCE-ATLANTA SMID-R6 | 2024-12-10 | 2025-02-06 | $20,247 | $21,126 | -$879 | -$879 | |
| 13774.841 EATON VANCE-ATLANTA SMID-R6 | 2025-02-06 | $586,808 | $514,420 | $72,388 | $72,388 | ||
| 1294. ISHARES RUSSELL TOP 200 GROWTH ETF | 2024-10-30 | 2025-02-06 | $310,157 | $293,772 | $16,385 | $16,385 | |
| 10550.268 DFA US S/C VALUE PORTFOLIO | 2025-02-12 | $516,330 | $518,168 | -$1,838 | -$1,838 | ||
| 1909. ISHARES RUSSELL 2000 GROWTH INDEX | 2024-11-27 | 2025-02-12 | $557,642 | $596,994 | -$39,352 | -$39,352 | |
| 1935. ISHARES RUSSELL 2000 | 2024-08-15 | 2025-02-12 | $432,905 | $411,299 | $21,606 | $21,606 | |
| 1.69 GNMA SER 134 CMO 2.500% 9/20/47 | 2017-11-21 | 2025-02-20 | $2 | $2 | |||
| 2.92 FNMA PL #AL6144 3.000% 1/01/30 | 2018-11-19 | 2025-02-25 | $3 | $3 | |||
| .77 GNMA SER 134 CMO 2.500% 9/20/47 | 2017-11-21 | 2025-03-20 | $1 | $1 | |||
| 2.67 FNMA PL #AL6144 3.000% 1/01/30 | 2018-11-19 | 2025-03-25 | $3 | $3 | |||
| 2.63 GNMA SER 134 CMO 2.500% 9/20/47 | 2017-11-21 | 2025-04-20 | $3 | $3 | |||
| 4889.281 PRINCIPAL MIDCAP FUND-R6 | 2025-04-21 | $203,443 | $212,677 | -$9,234 | -$9,234 | ||
| 2.82 FNMA PL #AL6144 3.000% 1/01/30 | 2018-11-19 | 2025-04-25 | $3 | $3 | |||
| 1.5 GNMA SER 134 CMO 2.500% 9/20/47 | 2017-11-21 | 2025-05-20 | $2 | $1 | $1 | $1 | |
| 2.41 FNMA PL #AL6144 3.000% 1/01/30 | 2018-11-19 | 2025-05-25 | $2 | $2 | |||
| 2.94 GNMA SER 134 CMO 2.500% 9/20/47 | 2017-11-21 | 2025-06-20 | $3 | $3 | |||
| 2.69 FNMA PL #AL6144 3.000% 1/01/30 | 2018-11-19 | 2025-06-25 | $3 | $3 | |||
| 2485.876 GOLDMAN SACHS GQP PRT INTL-R6 | 2025-06-26 | $55,907 | $50,808 | $5,099 | $5,099 | ||
| 37903.303 GOLDMAN SACHS GQP PRT INTL-R6 | 2025-06-26 | $852,445 | $781,057 | $71,388 | $71,388 | ||
| 2.47 GNMA SER 134 CMO 2.500% 9/20/47 | 2017-11-21 | 2025-07-20 | $2 | $2 | |||
| 1120.776 ARTISAN INTL VALUE FUND-INS | 2025-07-25 | $59,861 | $55,337 | $4,524 | $4,524 | ||
| 22098.755 ARTISAN INTL VALUE FUND-INS | 2025-07-25 | $1,180,295 | $980,516 | $199,779 | $199,779 | ||
| 2.56 FNMA PL #AL6144 3.000% 1/01/30 | 2018-11-19 | 2025-07-25 | $3 | $3 | |||
| 2681. ISHARES CORE S&P 500 ETF | 2025-08-05 | $1,695,147 | $1,392,119 | $303,028 | $303,028 | ||
| 537. ISHARES RUSSELL TOP 200 GROWTH ETF | 2024-10-30 | 2025-08-05 | $136,417 | $121,913 | $14,504 | $14,504 | |
| 757. ISHARES RUSSELL TOP 200 GROWTH ETF | 2024-06-18 | 2025-08-05 | $192,305 | $163,532 | $28,773 | $28,773 | |
| 6450.643 VANGUARD INTL GROWTH-ADM | 2025-08-05 | $737,502 | $712,833 | $24,669 | $24,669 | ||
| 1.96 GNMA SER 134 CMO 2.500% 9/20/47 | 2017-11-21 | 2025-08-20 | $2 | $2 | |||
| 2.73 FNMA PL #AL6144 3.000% 1/01/30 | 2018-11-19 | 2025-08-25 | $3 | $3 | |||
| 2567. ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 2025-08-05 | 2025-09-08 | $516,138 | $500,479 | $15,659 | $15,659 | |
| 1338. ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 2024-01-02 | 2025-09-08 | $269,027 | $221,166 | $47,861 | $47,861 | |
| 3059.227 JOHN HANCOCK III-DISCPL V-R6 | 2024-12-20 | 2025-09-08 | $76,511 | $69,047 | $7,464 | $7,464 | |
| 21843.6 JOHN HANCOCK III-DISCPL V-R6 | 2024-02-20 | 2025-09-08 | $546,308 | $500,000 | $46,308 | $46,308 | |
| 15588.713 PRINCIPAL MIDCAP FUND-R6 | 2025-08-05 | 2025-09-08 | $752,467 | $737,502 | $14,965 | $14,965 | |
| 4646.357 PRINCIPAL MIDCAP FUND-R6 | 2024-08-15 | 2025-09-08 | $224,280 | $201,094 | $23,186 | $23,186 | |
| 1.36 GNMA SER 134 CMO 2.500% 9/20/47 | 2017-11-21 | 2025-09-20 | $1 | $1 | |||
| 2.74 FNMA PL #AL6144 3.000% 1/01/30 | 2018-11-19 | 2025-09-25 | $3 | $3 | |||
| 88560.512 PIMCO INCOME FUND-INS | 2025-10-15 | $968,852 | $956,286 | $12,566 | $12,566 | ||
| 2.9 GNMA SER 134 CMO 2.500% 9/20/47 | 2017-11-21 | 2025-10-20 | $3 | $3 | |||
| 3426. ISHARES GOLD TRUST | 2025-04-10 | 2025-10-20 | $280,675 | $204,327 | $76,348 | $76,348 | |
| 2.7 FNMA PL #AL6144 3.000% 1/01/30 | 2018-11-19 | 2025-10-25 | $3 | $3 | |||
| 3426. ISHARES GOLD TRUST | 2025-04-10 | 2025-11-05 | $256,865 | $204,327 | $52,538 | $52,538 | |
| 2.03 GNMA SER 134 CMO 2.500% 9/20/47 | 2017-11-21 | 2025-11-20 | $2 | $2 | |||
| 2.32 FNMA PL #AL6144 3.000% 1/01/30 | 2018-11-19 | 2025-11-25 | $2 | $2 | |||
| 1561.502 VANGUARD INTL GROWTH-ADM | 2025-12-08 | $189,707 | $168,123 | $21,584 | $21,584 | ||
| 4831.852 VANGUARD INTL GROWTH-ADM | 2024-02-20 | 2025-12-08 | $587,022 | $500,000 | $87,022 | $87,022 | |
| 1.48 GNMA SER 134 CMO 2.500% 9/20/47 | 2017-11-21 | 2025-12-20 | $1 | $1 | |||
| 2.11 FNMA PL #AL6144 3.000% 1/01/30 | 2018-11-19 | 2025-12-25 | $2 | $2 | |||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82,384 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,198,726 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,370 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,370 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,010 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | PLOUGH.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048132219 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TRUIST BANK | ||||||
| PO BOX 919798 | ORLANDO | FL | 32802 | TRUSTEE | 1 | $204,679 |
| DIANE RUDNER | ||||||
| 495 MONTEIGNE BLVD | MEMPHIS | TN | 38103 | CEO/TRUSTEE | 20 | $0 |
| PATRICIA BURNHAM | ||||||
| 495 MONTEIGNE BLVD | MEMPHIS | TN | 38103 | TRUSTEE | 1 | $0 |
| SHARON EISENBERG | ||||||
| 495 MONTEIGNE BLVD | MEMPHIS | TN | 38103 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,617,130 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,899,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,516,781 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,516,781 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $367,752 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,149,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,207,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,207,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,370 | TotalTaxAmt |
| Distributable Before Adj | $1,184,081 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,184,081 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,184,081 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,376 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $108,376 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,184,081 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,701,982 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,904,721 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,968,082 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,861,917 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,436,702 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,376 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,075,705 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,075,705 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,360,997 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,626,277 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $43,734,720 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,904,721 | ExcessFromYear4Amt |
| Excess From Year3 | $21,968,082 | ExcessFromYear3Amt |
| Excess From Year2 | $4,861,917 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE RUDNER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANE RUDNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 495 MONTEIGNE BLVD | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9015783438 | RecipientPhoneNum |
| Form And Info And Materials | LETTER EXPLAINING THE PROJECT AND HOW FUNDS WILL BE USED. FULL APPLICATION BY INVITATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE PROCESS IS AN INVITATION ONLY PROCESS | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS PRIMARILY IN MEMPHIS/SHELBY COUNTY. NO GRANTS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $599,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,198,726 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $9,899 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,807,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,807,811 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 464287226 ISHARES CORE US AGGR | BondNm |
| EOY Book Value | $969,027 | EOYBookValueAmt |
| EOYFMV | $960,945 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 04314H857 ARTISAN INTERNATIONA | |||
| 233203819 DFA US SMALL CAP VAL | |||
| 256210105 DODGE & COX INCOME F | AT COST | $3,134,676 | $3,257,116 |
| 277902235 EATON VANCE ATLANTA | |||
| 30254T676 FPA CRESCENT FD | AT COST | $804,181 | $902,899 |
| 3138ENZJ1 FEDL NATL MTGE ASSN | AT COST | $68 | $67 |
| 38147N269 GOLDMAN SACHS GQG PA | |||
| 38380GE91 GOVERNMENT NATIONAL | AT COST | $171 | $153 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $6,109,522 | $8,673,395 |
| 464287598 ISHARES RUSSELL 1000 | |||
| 464287648 ISHARES RUSSELL 2000 | |||
| 464287655 ISHARES RUSSELL 2000 | |||
| 464289438 ISHARES RUSSELL TOP | |||
| 47803U418 JOHN HANCOCK DISCIPL | |||
| 64128R608 NEUBERGER BERMAN LON | AT COST | $647,232 | $769,210 |
| 72201F490 PIMCO INCOME FD | AT COST | $952,399 | $988,880 |
| 74256W584 PRINCIPAL MIDCAP FD | |||
| 921910501 VANGUARD INTERNATION | |||
| 922908736 VANGUARD GROWTH ETF | AT COST | $1,925,555 | $2,339,289 |
| 464287499 ISHARES RUSSELL MIDC | AT COST | $606,240 | $631,627 |
| 464288877 ISHARES MSCI EAFE VA | AT COST | $1,867,251 | $2,020,475 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $2,186,168 | $2,415,778 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $811,458 | $803,884 |
| 78463X889 SPDR PORTFOLIO DEVEL | AT COST | $777,153 | $782,726 |
| 92206C664 VANGUARD RUSSELL 200 | AT COST | $972,510 | $1,007,242 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND EARNINGS | $1 |
| 2025 TRANSACTIONS POSTED IN 2026 | $7,675 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $3,537 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,537 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $9,899 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $12,222 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $10,074 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $14,104 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $6,259 | $6,259 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,515 | $1,515 | $0 |
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