Mary E Brenneisen Charitable Foundation Regions Bank Trustee (2155000439)

990PF • Fiscal year 2022 • EIN 61-6556885

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 13, 2023

Organization Profile

6200 Poplar AvenueMemphis, TN 38119

(901) 580-5700

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$5,679,147

Down $194,466 (-3.3%) from 2021

Net Assets

Down

$5,679,147

Down $185,966 (-3.2%) from 2021

Liabilities

Down

Down $8,500 (-100%) from 2021

Revenue And Expenses

Revenue

Down

$136,195

Down $41,843 (-24%) from 2021

Expenses

Down

$322,161

Down $18,798 (-5.5%) from 2021

Net Income

Down

-$185,966

Down $23,045 (-14%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2022

Assets$5,679,147

Liabilities$0

Net Assets$5,679,147

Open 2022 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2022

Revenue$136,195

Expenses$322,161

Net Income-$185,966

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2021 to Aug 31, 2022
Signed: Jan 13, 2023
Return Version: 2021v4.2

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
REGIONS BANK TRUST DEPARTMENT	Trustee	-	$3,384	-	$3,384

Filing and Contact Details

Filer

Filer Name: Mary E Brenneisen Charitable Foundation
EIN: 61-6556885
Phone: 9015805700
Address: 6200 POPLAR AVENUE, MEMPHIS, TN 38119

Signing Officer

Name: Vp Trust Specialist
Title: VP, Trust Specialist
Phone: 9015805710
Signed: 2023-01-13
Discuss with paid preparer: Yes

Preparer

Firm: Watkins Uiberall Pllc
Address: 1661 AARON BRENNER DR STE 300, MEMPHIS, TN 38120
Preparer: Bryan D Grissom Jr
Phone: 9017612720

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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FEDERAL EXCISE TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	4228
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	25000
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	25000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	25000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	8500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	PTSHP DISTR DUE TO S S LIPSCOMB
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	14420
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	14420
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	VP TRUST SPECIALIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VP, TRUST SPECIALIST
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9015805710
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MARY E BRENNEISEN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	REGIONS BANK TRUSTEE (2155000439)
ReturnHeader/Filer/BusinessNameControlTxt	0	BREN
ReturnHeader/Filer/EIN	0	616556885
ReturnHeader/Filer/PhoneNum	0	9015805700
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	6200 POPLAR AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TN
ReturnHeader/Filer/USAddress/ZIPCd	0	38119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	621804252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WATKINS UIBERALL PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1661 AARON BRENNER DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	38120
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9017612720
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BRYAN D GRISSOM JR
ReturnHeader/ReturnTs	0	2023-01-13T14:00:56-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	VP
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	TRUST SPECIALIST
ReturnHeader/TaxPeriodBeginDt	0	2021-09-01
ReturnHeader/TaxPeriodEndDt	0	2022-08-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,679,147
Liabilities: $0
Net assets: $5,679,147
Revenue: $136,195
Expenses: $322,161
Net income: -$185,966

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$5.58	$0.00	$5.58	$0.15	$0.34	$0.20
2023Detailed filing. Detailed filing data is available for this year.	$5.77	$0.00	$5.77	$0.15	$0.23	$0.08
2022Detailed filing. Detailed filing data is available for this year.	$5.85	$0.00	$5.85	$0.18	$0.01	$0.17
2022Detailed filing. Detailed filing data is available for this year.	$5.68	$0.00	$5.68	$0.14	$0.32	$0.19
2021Detailed filing. Detailed filing data is available for this year.	$5.87	$0.01	$5.87	$0.18	$0.34	$0.16
2020Detailed filing. Detailed filing data is available for this year.	$6.03	$0.00	$6.03	$0.03	$0.36	$0.33