2023-08-07T14:36:17-05:00 2023-03-31 560570567 DMJPS PLLC 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990PF 2022-04-01 566045483 TANNENBAUM-STERNBERGER FOUNDATION INC TANN 3362745761 P O BOX 41199 GREENSBORO NC 27404 ROBERT KLEPFER EXECUTIVE DIRECTOR 3362745761 2023-08-03 1 ROBERT KLEPFER 999009999 0 AMY B THABET CPA P01243405 3362759886 2023-08-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 18064739 X X 526 526 331770 331770 197341 4793723 197341 1496 0 531133 529637 118250 35475 82775 16607 4982 11625 25103 7531 17572 80041 80041 0 17515 4865 7358 24451 7335 17116 7394 2218 5176 27177 6485 20694 316538 148932 162316 680505 666300 997043 148932 828616 -465910 380705 672050 267654 267654 19763 19763 15870386 13595030 13595030 1601811 2632182 2632182 2441504 1368642 1368642 14387 14387 0 181468 181468 20585751 18064739 18064739 164186 173390 1483 184527 165669 357917 X 20420082 17706822 20420082 17706822 20585751 18064739 20420082 -465910 0 19954172 2247350 17706822 SECURITIES P 4772392 4596382 176010 176010 CAPITAL GAINS DIVIDENDS P 21331 21331 21331 197341 5292 0 5292 0 5292 25055 0 0 0 25055 0 19763 19763 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 TSFOUNDATION.COM ROBERT O KLEPFER JR 3362745761 324 WEST WENDOVER AVE SUITE 118 GREENSBORO NC 27408 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 ROBERT O KLEPFER JR PO BOX 41199 GREENSBORO NC 27404 EXECUTIVE DIRECTOR 30.00 110750 0 0 SIGMUND I TANNENBAUM MD 1805 GRANVILLE ROAD GREENSBORO NC 27408 DIRECTOR/VICE PRESIDENT 1.00 0 0 0 JEANNE L TANNENBAUM 2904 WYNNEWOOD DRIVE GREENSBORO NC 27408 DIRECTOR/VICE PRESIDENT 1.00 0 0 0 NANCY B TANNENBAUM 7609 TALBRYN WAY CHAPEL HILL NC 27516 DIRECTOR/VICE PRESIDENT 1.00 0 0 0 SUSAN M TANNENBAUM 2606 36TH PLACE NW WASHINGTON DC 20007 DIRECTOR/CHAIR 1.00 0 0 0 EDWARD C WINSLOW III PO BOX 26000 GREENSBORO NC 27420 DIRECTOR 1.00 2500 0 0 MICHAEL L DIAMOND 505 ALAMANCE ROAD SUITE 108 BURLINGTON NC 27215 DIRECTOR/SECRETARY 1.00 2500 0 0 LAUREN BECTON 829 BRIDGETOWN PASS MT PLEASANT SC 29464 DIRECTOR 1.00 0 0 0 JACOB E OSTERHOUT 295 EAST LONG STREET APT 410 COLUMBUS OH 43215 DIRECTOR 1.00 0 0 0 JAMES W WHITLEY JR 6209 TAMANNARY DRIVE GREENSBORO NC 27455 DIRECTOR/TREASURER 1.00 2500 0 0 JEANNETTE OSTERHOUT 89 MURRAY STREET APT 5V NEW YORK NY 100072281 DIRECTOR 1.00 0 0 0 NONE 0 MORGAN STANLEY 300 N GREENE STREET SUITE 1700 GREENSBORO NC 27401 INVESTMENT MANAGER 80041 0 NONE 0 NONE 0 0 0 17537428 386534 0 17923962 0 0 17923962 268859 17655103 882755 882755 5292 5292 877463 0 877463 0 877463 828616 0 828616 877463 67558 0 0 828616 67558 0 0 761058 0 0 0 0 0 0 0 0 116405 0 0 0 ROBERT O KLEPFER JR TANNENBAUM-STER 324 WEST WENDOVER AVE SUITE 118 PO BOX 41199 GREENSBORO NC 27408 3362745761 A SCHOLARSHIP APPLICANT SHOULD COMPLETE AN OFFICIAL APPLICATION FORM GIVING PERSONAL AND FINANCIAL INFORMATION. A GRANT APPLICANT SHOULD COMPLETE AN OFFICIAL FORM GIVING INFORMATION OF THE APPLICANT AND THE PURPOSE AND COST OF THE PROJECT FOR WHICH FUNDING IS SOUGHT. APPLICATIONS CAN BE FOUND AT THE FOUNDATION'S WEBSITE, WWW.TSFOUNDATION.COM. REVOLUTION LODGE SCHOLARSHIP APPLICATIONS- JUNE 1; GRANTS APPLICATIONS ARE CONSIDERED 3 TIMES A YEAR REVOLUTION LODGE SCHOLARSHIPS ARE LIMITED TO CHILDREN AND GRANDCHILDREN OF MEMBERS OF THE REVOLUTION MASONIC LODGE, GREENSBORO, NORTH CAROLINA. IN ADDITION, THE FOUNDATION GIVES GRANTS TO VARIOUS EDUCATIONAL INSTITUTIONS FOR SCHOLARSHIPS, WHICH ARE NORMALLY RESTRICTED TO RESIDENTS OF GUILFORD COUNTY AND ARE AWARDED BY THE COLLEGE OR UNIVERSITY. THE FOUNDATION ALSO GIVES GRANTS TO VARIOUS TAX EXEMPT ORGANIZATIONS WHO SUBMIT REQUESTS FOR FUNDS. THESE GRANTS ARE NORMALLY LIMITED TO PROJECTS AND ACTIVITIES SERVING THE PEOPLE OF GUILFORD COUNTY, NORTH CAROLINA. GTCC FOUNDATION PO BOX 309 JAMESTOWN NC 27282 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 CAROLINA THEATRE OF GREENSBORO INC 310 S GREENE STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANT 25000 AUTISM SOCIETY OF NORTH CAROLINA 5 CENTERVIEW DRIVE SUITE 150 GREENSBORO NC 27407 NONE PUBLIC CHARITY GRANT 5000 ANCHOR HOPE 2715-D GRANDVIEW AVENUE 115 GREENSBORO NC 27408 NONE PUBLIC CHARITY GRANT 10000 ACTION GREENSBORO 122 NORTH ELM STREET SUITE 11 GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 35000 ADULT CENTER FOR ENRICHMENT 4100 WELL SPRING DRIVE GREENSBORO NC 27410 NONE PUBLIC CHARITY GRANTS 15000 BACKPACK BEGINNINGS 3711 ALLIANCE DRIVE GREENSBORO NC 27407 NONE PUBLIC CHARITY GRANTS 5000 BENNETT COLLEGE 900 EAST WASHINGTON STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 BIG BROTHERS BIG SISTERS OF CENTRAL PIEDMONT 502 HICKORY RIDGE DRIVE GREENSBORO NC 27409 NONE PUBLIC CHARITY GRANTS 10000 CAZA AZUL OF GREENSBORO 200 N DAVIE STREET 321 GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 4000 COURT WATCH OF NORTH CAROLINA INC 122 N ELM STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANT 7500 THE CHORAL ARTS COLLECTIVEBEL CANTO 200 N DAVIE STREET 8 GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 2500 DUKE UNIVERSITY BOX 90600 DURHAM NC 27708 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 ELON UNIVERSITY 2600 CAMPUS BOX ELON NC 27244 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 CROSSROADS PATHWAYS TO SUCCESS 1106 TUSCALOOSA STREET GREENSBORO NC 27406 NONE PUBLIC CHARITY GRANT 7500 FIRST TEE - CENTRAL CAROLINA PO BOX 236 CLEMMONS NC 27012 NONE PUBLIC CHARITY GRANTS 5000 EAST MARKET STREET DEVELOPMENT 601 E MARKET STREET B GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 25000 GREENSBORO COLLEGE 815 WEST MARKET STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 ECG ROBOTICS 624-D GUILFORD COLLEGE ROAD GREENSBORO NC 27409 NONE PUBLIC CHARITY GRANTS 5000 GREENSBORO LITERARY ORGANIZATION PO BOX 5256 GREENSBORO NC 27435 NONE PUBLIC CHARITY GRANTS 10000 FAMILY ROOM FOSTER CARE RESOURCE CENTER 204-C S WESTGATE DRIVE GREENSBORO NC 27407 NONE PUBLIC CHARITY GRANTS 10000 GREENSBORO URBAN MINISTRY 305 WEST LEE STREET GREENSBORO NC 27406 NONE PUBLIC CHARITY GRANTS 30000 FORGE GREENSBORO 219 W LEWIS STREET GREENSBORO NC 27406 NONE PUBLIC CHARITY SCHOLARSHIPS 24000 GUILFORD COLLEGE 5800 WEST FRIENDLY AVENUE GREENSBORO NC 27410 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA 1235 S EUGENE STREET GREENSBORO NC 27406 NONE PUBLIC CHARITY GRANTS 10000 GUILFORD EDUCATION ALLIANCE 311 POMONA DRIVE GREENSBORO NC 27407 NONE PUBLIC CHARITY GRANTS 15000 HIGH POINT UNIVERSITY ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 GROWING THE DISTANCE 3793 SAMET DRIVE SUITE 125 HIGH POINT NC 27265 NONE PUBLIC CHARITY GRANTS 15000 MAKE-A-WISH CENTRAL AND WESTERN NC 217 E TREMONT AVENUE CHARLOTTE NC 28203 NONE PUBLIC CHARITY GRANTS 7500 MUSIC FOR A GREAT SPACE PO BOX 4074 GREENSBORO NC 27404 NONE PUBLIC CHARITY GRANTS 4800 NC A&T UNIVERSITY FOUNDATION INC 1601 EAST MARKET STREET DOWDY ADMINISTRATION BUILDING SUITE 400 GREENSBORO NC 27411 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 GUILFORD COUNTY NONPROFIT CONSORTIUM 301 N ELM STREET 100 GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 1000 NC STATE UNIVERSITY 2016 HARRIS HALL CAMPUS BOX 7302 RALEIGH NC 276957302 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 HELPING HANDS HIGH POINT 2301 S MAIN STREET HIGH POINT NC 27263 NONE PUBLIC CHARITY GRANTS 10000 HIGH POINT PUBLIC LIBRARY FOUNDATION 901 N MAIN STREET HIGH POINT NC 27262 NONE PUBLIC CHARITY GRANTS 7500 NORTH CAROLINA FOLK FESTIVAL PO BOX 5364 GREENSBORO NC 27435 NONE PUBLIC CHARITY GRANTS 10000 HORSEPOWER INC 4537 WALPOLE ROAD HIGH POINT NC 27265 NONE PUBLIC CHARITY GRANTS 10000 PLANNED PARENTHOOD SOUTH ATLANTIC 100 S BOYLAN AVENUE RALEIGH NC 27603 NONE PUBLIC CHARITY GRANTS 20000 READING CONNECTIONS 122 N ELM STREET 920 GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 25000 JUNIOR ACHIEVEMENT OF THE TRIAD 3220 NORTHLINE AVENUE GREENSBORO NC 27408 NONE PUBLIC CHARITY GRANTS 5000 PEAK ADVENTURE MINISTRIES INC 1818 BULL RUN COURT GREENSBORO NC 27407 NONE PUBLIC CHARITY GRANTS 10000 UNC SCHOOL OF THE ARTS 1533 SOUTH MAIN STREET WINSTONSALEM NC 27127 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 POSITIVE DIRECTION FOR YOUTH AND FAMILY 1523 BARTO PLACE GREENSBORO NC 27405 NONE PUBLIC CHARITY GRANTS 10000 REACH OUT FIRST INC 707 NORTH GREENE STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 10000 UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL PO BOX 399 CHAPEL HILL NC 275140309 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 UNIVERSITY OF NORTH CAROLINA - CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 NONE PUBLIC CHARITY SCHOLARSHIPS 2000 UNIVERSITY OF NORTH CAROLINA - GREENSBORO PO BOX 26170 GREENSBORO NC 274026170 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 UNIVERSITY OF NORTH CAROLINA - WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 284035951 NONE PUBLIC CHARITY SCHOLARSHIPS 2000 WAKE FOREST UNIVERSITY PO BOX 7227 WINSTONSALEM NC 27109 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 EASTERN MUSIC FESTIVAL 200 N DAVIE STREET 303 GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 20000 READY FOR SCHOOL READY FOR LIFE 1175 REVOLUTION MILL DRIVE GREENSBORO NC 27405 NONE PUBLIC CHARITY GRANTS 20000 THE SISTER CIRCLE INTERNATIONAL INC 234 KETTERING ROAD HIGH POINT NC 27263 NONE PUBLIC CHARITY GRANT 10000 THE SPARROW'S NEST 908-A N JOSEPHINE BOYD STREET GREENSBORO NC 27408 NONE PUBLIC CHARITY GRANT 10000 AMERICAN RED CROSS 1501 YANCEYVILLE STREET GREENSBORO NC 27415 NONE PUBLIC CHARITY GRANT 10000 COMMUNITY THEATRE OF GREENSBORO 520 SOUTH ELM STREET GREENSBORO NC 27406 NONE PUBLIC CHARITY GRANTS 5000 TEACH FOR AMERICA 111 W LEWIS STREET SUITE 106 GREENSBORO NC 27406 NONE PUBLIC CHARITY GRANT 5000 THEATRE ART GALLERIES 220 E COMMERCE AVENUE HIGH POINT NC 27260 NONE PUBLIC CHARITY GRANT 2000 VOICES TOGETHER 88 VILCOM CENTER DRIVE SUITE 100 CHAPEL HILL NC 27514 NONE PUBLIC CHARITY GRANT 5000 THE VOLUNTEER CENTER OF THE TRIAD 1500 YANCEYVILLE STREET GREENSBORO NC 27405 NONE PUBLIC CHARITY GRANT 5000 WHEELS4HOPE 110 S WALNUT CIRCLE GREENSBORO NC 27409 NONE PUBLIC CHARITY GRANT 15000 WILL & DENI MCINTYRE FOUNDATION 77 BEAR ROCK ROAD HENDERSONVILLE NC 28739 NONE PUBLIC CHARITY GRANT 15000 WOMEN'S RESOURCE CENTER OF GREENSBORO INC 628 SUMMIT AVENUE GREENSBORO NC 27405 NONE PUBLIC CHARITY GRANT 15000 YOUTH VILLAGES 8604 CLIFF CAMERON DRIVE SUITE 152 CHARLOTTE NC 28269 NONE PUBLIC CHARITY GRANT 15000 666300 FORGE GREENSBORO 219 W LEWIS STREET GREENSBORO NC 27406 NONE PUBLIC CHARITY GRANT 36000 EAST MARKET STREET DEVELOPMENT 601 E MARKET STREET B GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANT 20000 56000 14 526 14 331770 18 197341 MISC REVENUE 14 1496 0 531133 0 531133 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 25103 7531 17572 NONE 0 MORGAN STANLEY 2632182 2632182 MORGAN STANLEY 13595030 13595030 AMERITRADE AT COST 110717 110717 MORGAN STANLEY AT COST 1257925 1257925 RIGHT OF USE OPERATING LEASE ASSET 0 181468 181468 0 0 0 UNREALIZED LOSS ON INVESTMENTS 2247350 EQUIPMENT RENTAL AND MAINTENANCE 5298 1589 3709 OFFICE SUPPLIES 3165 950 2216 DUES & MEMBERSHIPS 1980 594 1386 INSURANCE 4455 1337 3119 POSTAGE 2311 693 1618 TELEPHONE 3274 982 2292 WEBSITE 5560 0 5560 HOSPITALITY 661 198 463 BANK FEES 10 3 7 MISCELLANEOUS 463 139 324 MISC REVENUE 1496 1496 EXCISE TAX PAYABLE 1483 0 OPERATING LEASE LIABILITY 0 184527 INVESTMENT FEES 80041 80041 0 FOREIGN TAXES 1711 1711 0 PAYROLL TAXES 10512 3154 7358 EXCISE TAXES 5292 0 0