MCDONNELL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MCDONNELL FAMILY FOUNDATION (EIN 46-1448238)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349102294
- Schema version
- 2019v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T12:42:29-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621110839 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER THOMPSON ARNOLD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 N QUAIL HOLLOW SUITE 500 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461448238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCDONNELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCDO | BusinessNameControlTxt |
| Phone | 9016826185 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 COLONIAL ROAD SUITE 109 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY MCDONNELL SCHELL | PersonNm |
| Person Title | TRUSTEE, DISTRIBUTIO | PersonTitleTxt |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE SACKETT | PreparerPersonNm |
| PTIN | P01269436 | PTIN |
| Phone | 9016841170 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.167.238.8 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 12:42:29 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 57DA44046E02AE91CBE12B1F07D1FCEC562DFDAD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 57DA44046E02AE91CBE12B1F07D1FCEC562DFDAD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,372,484 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,003,848 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $53,052 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53,052 | InterestOnSavNetInvstIncmAmt |
| Total Rev And Expnss | $1,056,900 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,052 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,325 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,054 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $360 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $360 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $360 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $565,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $565,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $568,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $360 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $565,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $488,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,628,121 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,113,489 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,113,489 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,699 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $645 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $645 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $897,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,258,350 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,258,350 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,527,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,372,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,372,484 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,527,492 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,372,484 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,527,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,372,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,527,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,372,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,527,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $488,161 | ExcessRevenueOverExpensesAmt |
| Other Increases | $356,831 | OtherIncreasesAmt |
| Subtotal | $5,372,484 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,372,484 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $468,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,046,471 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.115656 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $635,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,805,605 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.226333 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $480,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,745,655 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.275255 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $725,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,558,449 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.465206 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $690,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,189,318 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.580164 | DistributionYr5Rt |
| Total Distribution | 1.662614 | TotalDistributionRt |
| Average Distribution | 0.332523 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,840,413 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,609,549 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $527 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,610,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $565,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,054 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,054 | SubtotalAmt |
| Tax Based On Investment Income | $1,054 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,699 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,699 | TotalPaymentsAndCreditsAmt |
| Overpayment | $645 | OverpaymentAmt |
| Applied To ES Tax | $645 | AppliedToESTaxAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | MARY MCDONNELL SCHELL | IndividualWithBooksNm |
| Phone | 9015295700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 COLONIAL RD STE 109 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY MCDONNELL SCHELL | ||||||||
| 700 COLONIAL RD SUITE 109 | MEMPHIS | TN | 38117 | TRUSTEE, DIS | 000.00 | $0 | $0 | $0 |
| MARY MCCALLUM MCDONNELL DECEASED | ||||||||
| 700 COLONIAL RD SUITE 109 | MEMPHIS | TN | 38117 | DISTRIBUTION | 000.00 | $0 | $0 | $0 |
| MCNEAL BOND MCDONNELL | ||||||||
| 700 COLONIAL RD STE 109 | MEMPHIS | TN | 38117 | DISTRIBUTION | 000.00 | $0 | $0 | $0 |
| IRENE MCDONNELL AYOTTE | ||||||||
| 700 COLONIAL RD SUITE 109 | MEMPHIS | TN | 38117 | DISTRIBUTION | 000.00 | $0 | $0 | $0 |
| MICHAEL MCDONNELL | ||||||||
| 700 COLONIAL RD STE 109 | MEMPHIS | TN | 38117 | DISTRIBUTION | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,331,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,581,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $645 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,914,125 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,914,125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,840,413 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $242,021 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $242,021 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,054 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,054 | TotalTaxAmt |
| Distributable Before Adj | $240,967 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $240,967 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $240,967 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $565,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $565,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $565,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,967 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $630,540 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $647,088 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $393,231 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $494,747 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $265,784 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,431,390 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $565,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $240,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $324,033 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,755,423 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $630,540 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,124,883 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $647,088 | ExcessFromYear4Amt |
| Excess From Year3 | $393,231 | ExcessFromYear3Amt |
| Excess From Year2 | $494,747 | ExcessFromYear2Amt |
| Excess From Year1 | $265,784 | ExcessFromYear1Amt |
| Excess From Current Year | $324,033 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL MCDONNELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHURCH OF THE HOLY COMMUNION | |||||||
| 4645 WALNUT GROVE ROAD | MEMPHIS | TN | 38117 | N/A | PC | PROGRAM SERVICE | $100,000 |
| A STEP AHEAD FOUNDATION | |||||||
| 3704 WALKER AVE | MEMPHIS | TN | 38152 | N/A | PC | PROGRAM SERVICES | $100,000 |
| CHARLEVOIX COUNTY COMMUNITY FOUNDAT | |||||||
| PO BOX 718 | EAST JORDAN | MI | 49727 | N/A | PC | PROGRAM SERVICES | $5,000 |
| MEMPHIS OPPORTUNITY SCHOLARSHIP | |||||||
| 850 RIDGE LAKE BLVD SUIT | MEMPHIS | TN | 38120 | N/A | PC | PROGRAM SERVICES | $60,000 |
| MEMPHIS TEACHER RESIDENCY | |||||||
| 1350 CONCOURSE AVE 366 | MEMPHIS | TN | 38104 | N/A | PC | PROGRAM SERVICES | $100,000 |
| CHURCH HEALTH | |||||||
| 1350 CONCOURSE AVE SUITE | MEMPHIS | TN | 38104 | N/A | PC | PROGRAM SERVICE | $50,000 |
| UNIV OF MS FOUNDATION | |||||||
| 100 COLISEUM DR | OXFORD | MS | 38655 | N/A | PC | PROGRAM SERVICE | $50,000 |
| UNIVERSITY OF MEMPHIS | |||||||
| 635 NORMAL STREET ALUMNI | MEMPHIS | TN | 38152 | N/A | PC | JOE ORGILL FELLOWSHIP IN ENGLISH | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $565,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,052 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,052 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,052 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MICHAEL MCDONNELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 COLONIAL RD STE 109 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,003,848 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 27,700 SHS DISH NETWORK | NoncashPropertyDesc |
| Fair Market Value | $1,003,848 | FairMarketValueAmt |
| Received | 2019-11-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $2,325 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 63,650 SHS DISH NETWORK | StockNm |
| EOY Book Value | $2,258,350 | EOYBookValueAmt |
| EOYFMV | $2,258,350 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $360 | $360 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN FMV | Desc |
| Amt | $356,831 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,054 | Amt |