2022-08-15T08:03:39-05:00 2022-03-31 560570567 DMJPS PLLC 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990PF 2021-04-01 566045483 TANNENBAUM-STERNBERGER FOUNDATION INC TANN 3362745761 P O BOX 41199 GREENSBORO NC 27404 ROBERT KLEPFER EXECUTIVE DIRECTOR 3362745761 2022-08-11 1 ROBERT KLEPFER 999009999 AMY B THABET CPA P01243405 3362759886 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 20585751 X X 54 54 349961 349961 1609691 5276203 1609691 1959706 1959706 107000 32100 74900 14299 4290 10009 17864 5359 12505 97403 97403 0 36119 4364 6674 21006 6302 14704 3116 935 2181 30208 6453 23758 327015 157206 144731 577578 902474 904593 157206 1047205 1055113 1802500 237926 672050 672050 23598 15776772 15870386 15870386 1926187 1601811 1601811 2597490 2441504 2441504 14387 14387 20561973 20585751 20585751 489082 164186 0 1483 489082 165669 X 20072891 20420082 20072891 20420082 20561973 20585751 20072891 1055113 0 21128004 707922 20420082 SECURITIES P 5179087 3666512 1512575 1512575 CAPITAL GAINS DIVIDENDS P 97116 97116 97116 1609691 25055 0 25055 0 25055 23598 0 0 0 23598 X 26 1483 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 101000 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 2000 0 0 MICHAEL L DIAMOND 505 ALAMANCE ROAD SUITE 108 BURLINGTON NC 27215 DIRECTOR/SECRETARY 1.00 2000 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 2000 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 97403 0 NONE 0 NONE 0 0 0 21435494 293514 0 21729008 0 0 21729008 325935 21403073 1070154 1070154 25055 25055 1045099 0 1045099 0 1045099 1047205 0 1047205 1045099 69664 0 0 1047205 69664 0 0 977541 0 0 0 0 0 0 0 0 67558 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. A SIMPLE GESTURE PO BOX 4426 GREENSBORO NC 27404 NONE PUBLIC CHARITY GRANTS 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 COMMUNITY FOUNDATION OF GREATER GREENSBORO PO BOX 20444 GREENSBORO NC 27420 NONE PUBLIC CHARITY GRANTS 100000 COMMUNITY FOUNDATION OF GREATER GREENSBORO-BABE RUTH PROJECT PO BOX 20444 GREENSBORO NC 27420 NONE PUBLIC CHARITY GRANTS 5000 CREATIVE AGING NETWORK 2400 SUMMIT AVENUE GREENSBORO NC 27405 NONE PUBLIC CHARITY GRANTS 10000 COMPASS GREENSBORO 616 S ELM STREET GREENSBORO NC 27406 NONE PUBLIC CHARITY GRANTS 15000 DUKE UNIVERSITY BOX 90600 DURHAM NC 27708 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 COURT WATCH OF NORTH CAROLINA INC 122 N ELM STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANT 8500 ELON UNIVERSITY 2600 CAMPUS BOX ELON NC 27244 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 FAMILY SERVICE OF THE PIEDMONT 315 E WASHINGTON STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANT 30000 FIRST TEE - CENTRAL CAROLINA PO BOX 236 CLEMMONS NC 27012 NONE PUBLIC CHARITY GRANTS 6000 GREENSBORO DOWNTOWN GREENWAY 122 N ELM STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 1000 GREENSBORO AQUATIC CENTER 1921 W GATE CITY BOULEVARD GREENSBORO NC 27403 NONE PUBLIC CHARITY GRANTS 9000 GREENSBORO COLLEGE 815 WEST MARKET STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 GREENSBORO LITERARY ORGANIZATION PO BOX 5256 GREENSBORO NC 27435 NONE PUBLIC CHARITY GRANTS 7500 GREENSBORO SYMPHONY ORCHESTRA 200 N DAVIE STREET 301 GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 15000 GREENSBORO URBAN MINISTRY 305 WEST LEE STREET GREENSBORO NC 27406 NONE PUBLIC CHARITY GRANTS 20000 GTCC FOUNDATION PO BOX 309 JAMESTOWN NC 27282 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 GUILFORD COLLEGE (EDGE) 5800 WEST FRIENDLY AVENUE GREENSBORO NC 27410 NONE PUBLIC CHARITY GRANTS 105000 GUILFORD COLLEGE 5800 WEST FRIENDLY AVENUE GREENSBORO NC 27410 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 GUILFORD EDUCATION ALLIANCE 311 POMONA DRIVE GREENSBORO NC 27407 NONE PUBLIC CHARITY GRANTS 15000 LEAGUE OF WOMEN VOTERS OF THE TRIAD 100 MARKET STREET GREENSBORO NC 27429 NONE PUBLIC CHARITY GRANTS 7000 HIGH POINT UNIVERSITY ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 MAKE-A-WISH CENTRAL AND WESTERN NC 217 E TREMONT AVENUE CHARLOTTE NC 28203 NONE PUBLIC CHARITY GRANTS 5000 MUSIC FOR A GREAT SPACE PO BOX 4074 GREENSBORO NC 27404 NONE PUBLIC CHARITY GRANTS 4000 NC A&T UNIVERSITY FOUNDATION INC 1601 EAST MARKET STREET DOWDY ADMINISTRATION BUILDING SUITE 400 GREENSBORO NC 27411 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 NEHEMIAH COMMUNITY EMPOWERMENT CENTER 311 CREEK RIDGE ROAD GREENSBORO NC 27406 NONE PUBLIC CHARITY GRANTS 15000 NC STATE UNIVERSITY 2016 HARRIS HALL CAMPUS BOX 7302 RALEIGH NC 276957302 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 NORTH CAROLINA FOLK FESTIVAL PO BOX 5364 GREENSBORO NC 27435 NONE PUBLIC CHARITY GRANTS 10000 NC INSTITUTE OF POLITICAL LEADERSHIP 4722 OAK PARK ROAD RALEIGH NC 27612 NONE PUBLIC CHARITY GRANTS 10000 NC SYMPHONY 3700 GLENWOOD AVENUE 130 RALEIGH NC 27612 NONE PUBLIC CHARITY GRANTS 7500 OUT OF THE GARDEN PROJECT 300 N HWY 68 SOUTH GREENSBORO NC 27409 NONE PUBLIC CHARITY GRANTS 24000 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 20000 SENIOR RESOURCES OF GUILFORD PO BOX 27420 GREENSBORO NC 27420 NONE PUBLIC CHARITY GRANTS 8333 THE SERVANT CENTER 1417 GLENWOOD AVENUE GREENSBORO NC 27403 NONE PUBLIC CHARITY GRANTS 50000 UNC SCHOOL OF THE ARTS 1533 SOUTH MAIN STREET WINSTONSALEM NC 27127 NONE PUBLIC CHARITY GRANTS 8000 UNC-G WEATHERSPOON ART MUSEUM 500 TATE STREET GREENSBORO NC 27403 NONE PUBLIC CHARITY GRANTS 133000 UNITED ARTS COUNCIL OF GREATER GREENSBORO PO BOX 877 GREENSBORO NC 27402 NONE PUBLIC CHARITY GRANTS 7641 UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL PO BOX 399 CHAPEL HILL NC 275140309 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 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 UNIVERSITY OF NORTH CAROLINA - CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 282230001 NONE PUBLIC CHARITY SCHOLARSHIPS 3000 WAKE FOREST UNIVERSITY PO BOX 7227 WINSTONSALEM NC 27109 NONE PUBLIC CHARITY SCHOLARSHIPS 8000 WEST END MINISTRIES 903 W ENGLISH ROAD HIGH POINT NC 27262 NONE PUBLIC CHARITY GRANTS 10000 YWCA OF GREENSBORO 1807 E WENDOVER AVENUE GREENSBORO NC 27405 NONE PUBLIC CHARITY GRANTS 50000 902474 BACKPACK BEGINNINGS 3711 ALLIANCE DRIVE GREENSBORO NC 27407 NONE PUBLIC CHARITY GRANT 20000 TEMPLE EMANUEL 1129 JEFFERSON ROAD GREENSBORO NC 27410 NONE PUBLIC CHARITY GRANT 10000 30000 14 54 14 349961 18 1609691 MISC REVENUE 14 0 1959706 0 1959706 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 17864 5359 12505 NONE 0 MORGAN STANLEY 1601811 1601811 MORGAN STANLEY 15870386 15870386 AMERITRADE AT COST 123571 123571 MORGAN STANLEY AT COST 2317933 2317933 UNREALIZED LOSS ON INVESTMENTS 707922 EQUIPMENT RENTAL AND MAINTENANCE 5275 1583 3693 OFFICE SUPPLIES 3876 1163 2713 DUES & MEMBERSHIPS 1965 590 1376 INSURANCE 4441 1332 3109 POSTAGE 1789 537 1252 TELEPHONE 3140 942 2198 WEBSITE 8707 0 8707 HOSPITALITY 297 89 208 BANK FEES 55 17 39 MISCELLANEOUS 540 163 377 COMPUTERS 123 37 86 EXCISE TAX PAYABLE 0 1483 INVESTMENT FEES 97403 97403 0 FOREIGN TAXES 1504 1504 0 PAYROLL TAXES 9534 2860 6674 EXCISE TAXES 25081 0 0