2021-01-11T12:37:10-06:00 2020-03-31 560570567 D M J & CO PLLC 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990PF 2019-04-01 566045483 TANNENBAUM-STERNBERGER FOUNDATION INC TANN 3362745761 P O BOX 41199 GREENSBORO NC 27404 ROBERT KLEPFER EXECUTIVE DIRECTOR 3362745761 2020-12-22 1 AMY B THABET CPA P01243405 3362759886 2019 2022-09-23 18:48:47Z X 15163582 X X 413 413 441665 441665 239254 3954619 239254 681332 681332 106500 31950 74550 6922 2077 4845 693 208 485 13390 4017 9373 77558 77558 0 23026 10368 6183 22 0 20424 6127 14297 3224 968 2256 2518 755 1763 36011 6037 29974 290288 140065 143726 602333 602333 892621 140065 746059 -211289 541267 119626 712050 712050 5248647 4906029 10140959 794615 778947 1548622 9688709 9243304 2761951 14387 14387 22 0 0 15851619 15640330 15163582 0 0 X 15851619 15640330 15851619 15640330 15851619 15640330 15851619 -211289 0 15640330 0 15640330 SECURITIES P 3868257 3715365 152892 152892 CAPITAL GAINS DIVIDENDS P 86362 86362 86362 239254 0 752959 17365386 0.043360 907769 17638836 0.051464 719555 16087411 0.044728 822804 16199527 0.050792 941463 17209260 0.054707 0.245051 0.049010 17426121 854054 5413 859467 746059 10825 0 10825 0 10825 27300 0 0 27300 0 16475 16475 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 100000 0 0 SIGMUND I TANNENBAUM MD 1805 GRANVILLE ROAD GREENSBORO NC 27408 DIRECTOR/CHAIRMAN 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/VICE PRESIDENT 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 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 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 77558 0 NONE 0 NONE 0 0 0 17408039 283454 0 17691493 0 0 17691493 265372 17426121 871306 871306 10825 10825 860481 0 860481 0 860481 746059 0 746059 0 746059 860481 115803 0 0 746059 115803 0 0 630256 0 0 0 0 0 0 0 0 230225 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. COMMUNITY FOUNDATION OF GREATER GREENSBORO (TANGER CENTER) PO BOX 20444 GREENSBORO NC 27420 NONE PUBLIC CHARITY GRANTS 100000 FRIENDS OF JOHN COLTRANE PO BOX 2392 HIGH POINT NC 27261 NONE PUBLIC CHARITY GRANTS 5000 TRIAD STAGE INC 232 SOUTH ELM STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 5000 NORTH CAROLINA FOLK FESTIVAL PO BOX 877 GREENSBORO NC 27402 NONE PUBLIC CHARITY GRANTS 10000 ELSEWHERE INCORPORATED 606 SOUTH ELM STREET GREENSBORO NC 27406 NONE PUBLIC CHARITY GRANTS 10000 ACTION GREENSBORO 122 NORTH ELM STREET SUITE 11 GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 35000 TRIAD HEALTH PROJECT PO BOX 5716 GREENSBORO NC 27435 NONE PUBLIC CHARITY GRANTS 10000 PLANNED PARENTHOOD SOUTH ATLANTIC 1704 BATTLEGROUND AVENUE GREENSBORO NC 27408 NONE PUBLIC CHARITY GRANTS 20000 GREENSBORO AQUATIC CENTER 1921 WEST GATE CITY BOULEVARD GREENSBORO NC 27403 NONE PUBLIC CHARITY GRANTS 3000 SENIOR RESOURCES OF GUILFORD PO BOX 27420 GREENSBORO NC 27420 NONE PUBLIC CHARITY GRANTS 8333 ADULT CENTER FOR ENRICHMENT 4100 WELL SPRING DRIVE GREENSBORO NC 27410 NONE PUBLIC CHARITY GRANTS 10000 COURT WATCH OF NORTH CAROLINA PO BOX 10971 GREENSBORO NC 27404 NONE PUBLIC CHARITY GRANTS 5000 BIG BROTHERS BIG SISTERS OF THE CENTRAL PIEDMONT PO BOX 627 GREENSBORO NC 27261 NONE PUBLIC CHARITY GRANTS 5000 A SIMPLE GESTURE PO BOX 4426 GREENSBORO NC 27404 NONE PUBLIC CHARITY GRANTS 10000 NEW ARRIVALS INSTITUTE PO BOX 5315 GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 5000 COMMUNITY HOUSING SOLUTIONS PO BOX 3341 GREENSBORO NC 27402 NONE PUBLIC CHARITY GRANTS 7500 GUILFORD CHILD DEVELOPMENT 1200 ARLINGTON STREET GREENSBORO NC 27404 NONE PUBLIC CHARITY GRANTS 25000 GREENSBORO TENNIS FOUNDATION 3802 JAYCEE PARK DRIVE GREENSBORO NC 27455 NONE PUBLIC CHARITY GRANTS 5000 THE SALVATION ARMY 1311 S EUGENE STREET GREENSBORO NC 27406 NONE PUBLIC CHARITY GRANTS 20000 OPEN DOOR MINISTRIES 400 N CENTENNIAL STREET HIGH POINT NC 27262 NONE PUBLIC CHARITY GRANTS 10000 REACH OUT FIRST 707 NORTH EUGENE STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 10000 GREENSBORO URBAN MINISTRY 305 WEST LEE STREET GREENSBORO NC 27406 NONE PUBLIC CHARITY GRANTS 20000 BOYS AND GIRLS CLUB OF GREATER HIGH POINT 1222 EASTCHESTER DRIVE SUITE 100 HIGH POINT NC 27265 NONE PUBLIC CHARITY GRANTS 7500 FAMILY SERVICES OF THE PIEDMONT 315 EAST WASHINGTON STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 10000 RONALD MCDONALD HOUSE 101 OLD MASON FARM ROAD CHAPEL HILL NC 27517 NONE PUBLIC CHARITY GRANTS 7500 REACH OUT AND READ 1001 SOUTH CHURCH STREET GREENVILLE SC 29601 NONE PUBLIC CHARITY GRANTS 10000 GREENSBORO SCIENCE CENTER 4301 LAWNDALE DRIVE GREENSBORO NC 27455 NONE PUBLIC CHARITY GRANTS 50000 GOLF FORE FUN INC PO BOX 236 CLEMMONS NC 270120236 NONE PUBLIC CHARITY GRANTS 5000 GREENSBORO HISTORY MUSEUM 130 SUMMIT AVENUE GREENSBORO NC 27401 NONE PUBLIC CHARITY GRANTS 10000 TEMPLE EMANUEL 1129 JEFFERSON ROAD GREENSBORO NC 27410 NONE PUBLIC CHARITY GRANTS 10000 YOUTH VILLAGES 8604 CLIFF CAMERON DRIVE SUITE 152 CHARLOTTE NC 28269 NONE PUBLIC CHARITY GRANTS 15000 GUILFORD COLLEGE (GUILFORD EDGE) 5800 WEST FRIENDLY AVENUE GREENSBORO NC 27410 NONE PUBLIC CHARITY GRANTS 35000 BENNETT COLLEGE 900 EAST WASHINGTON STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 BENNETT COLLEGE 900 EAST WASHINGTON STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 DUKE UNIVERSITY BOX 90600 DURHAM NC 27708 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 DUKE UNIVERSITY BOX 90600 DURHAM NC 27708 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 ELON UNIVERSITY 2600 CAMPUS BOX ELON NC 27244 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 ELON UNIVERSITY 2600 CAMPUS BOX ELON NC 27244 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 GREENSBORO COLLEGE 815 WEST MARKET STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 GREENSBORO COLLEGE 815 WEST MARKET STREET GREENSBORO NC 27401 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 GUILFORD COLLEGE 5800 WEST FRIENDLY AVENUE GREENSBORO NC 27410 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 GTCC FOUNDATION PO BOX 309 JAMESTOWN NC 27282 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 GTCC FOUNDATION PO BOX 309 JAMESTOWN NC 27282 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 HIGH POINT UNIVERSITY ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 HIGH POINT UNIVERSITY ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 NC A&T UNIVERSITY FOUNDATION INC 1601 EAST MARKET STREET DOWDY ADMINISTRATION BUILDING SUITE 400 GREENSBORO NC 27411 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 NC A&T UNIVERSITY FOUNDATION INC 1601 EAST MARKET STREET DOWDY ADMINISTRATION BUILDING SUITE 400 GREENSBORO NC 27411 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 UNC SCHOOL OF THE ARTS 1533 SOUTH MAIN STREET WINSTONSALEM NC 27127 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 UNC SCHOOL OF THE ARTS 1533 SOUTH MAIN STREET WINSTONSALEM NC 27127 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 NC STATE UNIVERSITY 2016 HARRIS HALL CAMPUS BOX 7302 RALEIGH NC 276957302 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 NC STATE UNIVERSITY 2016 HARRIS HALL CAMPUS BOX 7302 RALEIGH NC 276957302 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL PO BOX 399 CHAPEL HILL NC 275140309 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL PO BOX 399 CHAPEL HILL NC 275140309 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 UNIVERSITY OF NORTH CAROLINA - GREENSBORO PO BOX 26170 GREENSBORO NC 274026170 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 UNIVERSITY OF NORTH CAROLINA - GREENSBORO PO BOX 26170 GREENSBORO NC 274026170 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 WAKE FOREST UNIVERSITY PO BOX 7227 WINSTONSALEM NC 27109 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 WAKE FOREST UNIVERSITY PO BOX 7227 WINSTONSALEM NC 27109 NONE PUBLIC CHARITY SCHOLARSHIPS 4000 APPALACHIAN STATE UNIVERSITY 287 RIVER STREET BOONE NC 28607 NONE PUBLIC CHARITY SCHOLARSHIPS 750 APPALACHIAN STATE UNIVERSITY 287 RIVER STREET BOONE NC 28607 NONE PUBLIC CHARITY SCHOLARSHIPS 750 UNIVERSITY OF NORTH CAROLINA - WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 284035951 NONE PUBLIC CHARITY SCHOLARSHIPS 1000 UNIVERSITY OF NORTH CAROLINA - WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 284035951 NONE PUBLIC CHARITY SCHOLARSHIPS 1000 602333 EASTERN MUSIC FESTIVAL 200 N DAVIE STREET 303 GREENSBORO NC 27401 NONE PUBLIC CHARITY SCHOLARSHIPS 10000 EASTERN MUSIC FESTIVAL 200 N DAVIE STREET 303 GREENSBORO NC 27401 NONE PUBLIC CHARITY SCHOLARSHIPS 10000 EASTERN MUSIC FESTIVAL 200 N DAVIE STREET 303 GREENSBORO NC 27401 NONE PUBLIC CHARITY SCHOLARSHIPS 10000 COMMUNITIES IN SCHOOLS OF HIGH POINT PO BOX 6735 HIGH POINT NC 27262 NONE PUBLIC CHARITY SCHOLARSHIPS 2750 UNITED ARTS COUNCIL OF GREATER GREENSBORO 200 N DAVIE STREET SUITE 201 GREENSBORO NC 27401 NONE PUBLIC CHARITY SCHOLARSHIPS 100000 UNIVERSITY OF NORTH CAROLINA - WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 284035951 NONE PUBLIC CHARITY SCHOLARSHIPS 1000 UNIVERSITY OF NORTH CAROLINA - WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 284035951 NONE PUBLIC CHARITY SCHOLARSHIPS 1000 UNIVERSITY OF NORTH CAROLINA - WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 284035951 NONE PUBLIC CHARITY SCHOLARSHIPS 1000 UNIVERSITY OF NORTH CAROLINA - WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 284035951 NONE PUBLIC CHARITY SCHOLARSHIPS 1000 UNIVERSITY OF NORTH CAROLINA - WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 284035951 NONE PUBLIC CHARITY SCHOLARSHIPS 1000 UNIVERSITY OF NORTH CAROLINA - WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 284035951 NONE PUBLIC CHARITY SCHOLARSHIPS 1000 138750 14 413 14 441665 18 239254 0 681332 0 681332 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13390 4017 9373 NONE 0 TELEPHONE SYSTEM 2008-11-18 2223 2223 SL 7.000000000000 0 0 TRADITIONAL EXECUTIVE CHAIR 2008-12-05 350 350 SL 7.000000000000 0 0 OFFICE DESK 2008-12-05 1450 1450 SL 7.000000000000 0 0 2 DRAWER LATERAL FILE 2008-12-05 550 550 SL 7.000000000000 0 0 72X36 CONFERENCE DESK 2008-12-05 1050 1050 SL 7.000000000000 0 0 36X30 CONFERENCE DESK 2008-12-05 550 550 SL 7.000000000000 0 0 2 DRAWER LETTER FILE 2008-12-05 450 450 SL 7.000000000000 0 0 72X36 CONFERENCE TABLE 2008-12-05 750 750 SL 7.000000000000 0 0 10 BURGUNDY CHAIRS 2008-12-05 1250 1250 SL 7.000000000000 0 0 2 60" FOLDING TABLE AND 4 STACKING CHAIRS 2008-12-05 210 210 SL 7.000000000000 0 0 76" OPEN SHELF FILES - 2 2008-12-05 550 550 SL 7.000000000000 0 0 2 76" TRADITIONAL BOOKCASES 2008-12-05 900 900 SL 7.000000000000 0 0 52" TRADITIONAL BOOKCASE 2008-12-05 500 500 SL 7.000000000000 0 0 HP LASERJET PRINTER 2008-12-17 250 250 SL 5.000000000000 0 0 QUICKBOOKS PRO 2009 - 2 USER 2008-12-01 380 380 SL 3.000000000000 0 0 REFRIGERATOR 2009-01-12 232 232 SL 7.000000000000 0 0 HP LAPTOP 2010-06-17 596 596 SL 5.000000000000 0 0 DELL PROJECTOR 2010-06-28 865 865 SL 7.000000000000 0 0 2 DELL COMPUTERS 2014-04-19 1281 1259 SL 5.000000000000 22 0 MORGAN STANLEY 778947 1548622 MORGAN STANLEY 4906029 10140959 AMERITRADE AT COST 198829 201968 MORGAN STANLEY AT COST 9044475 2559983 TELEPHONE SYSTEM 2223 2223 0 TRADITIONAL EXECUTIVE CHAIR 350 350 0 OFFICE DESK 1450 1450 0 2 DRAWER LATERAL FILE 550 550 0 72X36 CONFERENCE DESK 1050 1050 0 36X30 CONFERENCE DESK 550 550 0 2 DRAWER LETTER FILE 450 450 0 72X36 CONFERENCE TABLE 750 750 0 10 BURGUNDY CHAIRS 1250 1250 0 2 60" FOLDING TABLE AND 4 STACKING CHAIRS 210 210 0 76" OPEN SHELF FILES - 2 550 550 0 2 76" TRADITIONAL BOOKCASES 900 900 0 52" TRADITIONAL BOOKCASE 500 500 0 HP LASERJET PRINTER 250 250 0 QUICKBOOKS PRO 2009 - 2 USER 380 380 0 REFRIGERATOR 232 232 0 HP LAPTOP 596 596 0 DELL PROJECTOR 865 865 0 2 DELL COMPUTERS 1281 1281 0 LEGAL FEES 693 208 485 EQUIPMENT RENTAL AND MAINTENANCE 5441 1632 3809 OFFICE SUPPLIES 2806 842 1964 DUES & MEMBERSHIPS 1936 581 1355 INSURANCE 6377 1913 4464 POSTAGE 714 214 500 TELEPHONE 2142 643 1499 WEBSITE 15669 0 15669 HOSPITALITY 702 211 491 GUIDESTAR 221 0 221 BANK FEES 3 1 2 INVESTMENT FEES 77558 77558 0 FOREIGN TAXES 7718 7718 0 PAYROLL TAXES 8833 2650 6183 EXCISE TAXES 6475 0 0