Civic Intelligence

John Dustin Buckman Charitable Trust

990PF • Fiscal year 2014 • EIN 62-6155483

Oct 01, 2013 to Sep 30, 2014 • Filed on Dec 19, 2014

Organization Profile
4385 Poplar Ave38117

(901) 681-2349

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

16th percentile

-12%

Higher net margin than 16% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

50th percentile

$150,918

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

30th percentile

-0.8%

Faster asset growth than 30% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

5.8%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$22,100,842

Down $184,773 (-0.8%) from 2013

Net Assets

Down

$22,100,842

Down $184,773 (-0.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin16th percentile

Revenue

$1,328,729

No earlier filing loaded for comparison.

Expenses

Up

$1,482,631

Up $65,002 (+4.6%) from 2013

Net Income

-$153,902

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$30M$20M$10M$0Assets 1996: $5,631,441Liabilities 1996: $01996Assets 1997: $5,700,458Liabilities 1997: $01997Assets 1998: $6,171,245Liabilities 1998: $01998Assets 1999: $6,601,269Liabilities 1999: $01999Assets 2000: $19,587,636Liabilities 2000: $02000Assets 2001: $21,749,191Liabilities 2001: $02001Assets 2002: $20,728,932Liabilities 2002: $02002Assets 2003: $20,911,101Liabilities 2003: $02003Assets 2004: $20,811,002Liabilities 2004: $02004Assets 2005: $20,775,054Liabilities 2005: $02005Assets 2006: $21,710,488Liabilities 2006: $02006Assets 2007: $23,145,336Liabilities 2007: $02007Assets 2008: $23,250,692Liabilities 2008: $02008Assets 2009: $22,416,781Liabilities 2009: $02009Assets 2010: $22,635,005Liabilities 2010: $02010Assets 2011: $22,662,900Liabilities 2011: $02011Assets 2012: $21,590,058Liabilities 2012: $0Net Assets 2012: $21,590,0582012Assets 2013: $22,285,615Liabilities 2013: $0Net Assets 2013: $22,285,6152013Assets 2014: $22,100,842Liabilities 2014: $0Net Assets 2014: $22,100,8422014Assets 2015: $22,187,902Liabilities 2015: $12015Assets 2016: $21,948,725Liabilities 2016: $0Net Assets 2016: $21,948,7252016Assets 2017: $21,313,690Liabilities 2017: $0Net Assets 2017: $21,313,6902017Assets 2018: $20,819,226Liabilities 2018: $0Net Assets 2018: $20,819,2262018Assets 2020: $20,953,964Liabilities 2020: $0Net Assets 2020: $20,953,9642020Assets 2021: $21,744,564Liabilities 2021: $0Net Assets 2021: $21,744,5642021Assets 2022: $21,180,469Liabilities 2022: $0Net Assets 2022: $21,180,4692022Assets 2023: $21,437,901Liabilities 2023: $0Net Assets 2023: $21,437,9012023Assets 2024: $21,084,407Liabilities 2024: $12024Assets 2025: $20,920,031Liabilities 2025: $0Net Assets 2025: $20,920,0312025

Highlighted filing

2014

Assets$22,100,842
Liabilities$0
Net Assets$22,100,842
Open 2014 Filing

Operations Trend

Revenue Growth54th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 1996: $497,371Expenses 1996: $351,274Net Income 1996: $146,0971996Revenue 1997: $464,576Expenses 1997: $395,562Net Income 1997: $69,0141997Revenue 1998: $883,825Expenses 1998: $413,038Net Income 1998: $470,7871998Revenue 1999: $779,775Expenses 1999: $349,751Net Income 1999: $430,0241999Revenue 2000: $13,398,446Expenses 2000: $412,079Net Income 2000: $12,986,3672000Revenue 2001: $3,573,307Expenses 2001: $1,411,752Net Income 2001: $2,161,5552001Revenue 2002: $147,772Expenses 2002: $1,168,031Net Income 2002: -$1,020,2592002Revenue 2003: $869,789Expenses 2003: $687,620Net Income 2003: $182,1692003Revenue 2004: $1,241,549Expenses 2004: $1,341,648Net Income 2004: -$100,0992004Revenue 2005: $1,189,917Expenses 2005: $1,225,865Net Income 2005: -$35,9482005Revenue 2006: $2,080,659Expenses 2006: $1,145,225Net Income 2006: $935,4342006Revenue 2007: $2,580,536Expenses 2007: $1,145,688Net Income 2007: $1,434,8482007Revenue 2008: $1,330,739Expenses 2008: $1,225,383Net Income 2008: $105,3562008Revenue 2009: $190,882Expenses 2009: $1,024,793Net Income 2009: -$833,9112009Revenue 2010: $1,292,389Expenses 2010: $1,074,165Net Income 2010: $218,2242010Revenue 2011: $1,123,414Expenses 2011: $1,095,519Net Income 2011: $27,8952011Expenses 2012: $2,175,3272012Expenses 2013: $1,417,6292013Revenue 2014: $1,328,729Expenses 2014: $1,482,631Net Income 2014: -$153,9022014Revenue 2015: $1,539,817Expenses 2015: $1,438,098Net Income 2015: $101,7192015Revenue 2016: $1,279,837Expenses 2016: $1,397,233Net Income 2016: -$117,3962016Revenue 2017: $813,217Expenses 2017: $1,449,021Net Income 2017: -$635,8042017Revenue 2018: $977,929Expenses 2018: $1,463,808Net Income 2018: -$485,8792018Revenue 2020: $1,361,369Expenses 2020: $1,446,749Net Income 2020: -$85,3802020Revenue 2021: $2,465,466Expenses 2021: $1,645,051Net Income 2021: $820,4152021Revenue 2022: $1,024,757Expenses 2022: $1,566,444Net Income 2022: -$541,6872022Revenue 2023: $1,690,455Expenses 2023: $1,425,937Net Income 2023: $264,5182023Revenue 2024: $1,195,859Expenses 2024: $1,532,504Net Income 2024: -$336,6452024Revenue 2025: $1,411,439Expenses 2025: $1,577,356Net Income 2025: -$165,9172025

Highlighted filing

2014

Revenue$1,328,729
Expenses$1,482,631
Net Income-$153,902
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Dec 19, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$150,918-$150,918
Filing and Contact Details

Filer

EIN
62-6155483

Signing Officer

Name
First Tennessee Bank
Title
First Tn Bank
Signed
2014-12-19
Raw XML AppendixShowing 400 of 727 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1OTHER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34368486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON EQUITY SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DOMESTIC EQUITY MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2INTL EQUITY MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CLOSED END EQUITY MUTUAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4TAXABLE FIXED INCOME FUNDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42008-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-05-24
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292006-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302007-08-15
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt030047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt235992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-13240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-4752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt813367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1114866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt136227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1411424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt158673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt162296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1813137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt198217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt204775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2114113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22147467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt234803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24-2470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25-3015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt281615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29-4266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt036867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3520913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt716941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt815332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt931751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt109720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1115827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1232358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1311499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1423726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1570168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16508673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1724522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18230782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1970627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20228492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21213279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2272521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23557047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2432571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt274070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt30200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0256. ACTAVIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc175. ACTAVIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2500000. GOLDMAN SACHS 5.250% 10/15/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc313758.918 OPPENHEIMER DEVELOPING MKT-Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4500000. BP CAPITAL PLC 5.250% 11/07/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100000. FHLB 1.200% 11/29/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100000. FHLB 3.125% 12/13/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7200. APACHE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8181. APACHE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9490. COLGATE PALMOLIVE CO WITH RIGHTS EXP 10/24/98
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10150. COLGATE PALMOLIVE CO WITH RIGHTS EXP 10/24/98
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11225. HARRIS CORP DEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12460. HARRIS CORP DEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13300. ORACLE SYSTEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14619. ORACLE SYSTEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc152800. BROWN CAP MGMT MID CAP-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1651020.408 FIDELITY ADV FLO RT H/I-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17990. ING MIDCAP OPPORTUNITIES-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc186920. MFS INTL VALUE-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc192460. SOUTHERNSUN SM CAP FUND-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc206370. OPPENHEIMER INTL GROWTH FD-Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc218430. VANGUARD REIT INDEX FUND-SIG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc223280. VANGUARD SMALL CAP VALUE STK INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2316870. VANGUARD S/C GROWTH INDX INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24319. LABORATORY CORP AMERICA HOLDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25500000. PRIN LIFE INC FD MTN 5.100% 4/15/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26100000. FFCB 2.625% 4/17/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27120. NOW INC/DE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28.5 NOW INC/DE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29500000. BERKSHIRE HATHWY 5.100% 7/15/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30200000. HSBC FIN CORP MTN 6.000% 8/15/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31100000. FFCB 3.000% 9/22/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182014-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192014-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202014-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212014-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222014-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232014-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242014-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252014-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262014-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272014-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282014-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt292014-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt302014-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt312014-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0458537
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-153902
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt030871
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt022131713
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022285615
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt022100842
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01256811
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01256811
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01256811
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01269344
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012533
IRS990PF/DistributableAmountGrp/TotalTaxAmt012533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020192
IRS990PF/FMVAssetsEOYAmt025292398
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt022285615
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt022100842
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02990
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01845
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01845
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt08659747
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt07577664
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07978387
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011842623
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012681510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015454910
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0115800
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0158043
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0158043
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022285615
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt022100842
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt025292398
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022285615
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt022100842
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022285615
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt022100842
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01664455
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01681780
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01699213
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt025773479
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0686307
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt025087172
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0386602
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01269344
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt025386877
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025773479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine10FIRST TENNESSEE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0150918
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine104385 POPLAR AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode038117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01288638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01301171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01317788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01581099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01027805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01010159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0967238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.05076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.066352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt012533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt025386877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt024413571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt023829072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt023237167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt022777611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt021546148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01369391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253801
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01356858

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,100,842
Liabilities
$0
Net assets
$22,100,842
Revenue
$1,328,729
Expenses
$1,482,631
Net income
-$153,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$1.41$1.58$0.17
2024Summary only. Only limited summary data is available for this year.$21.1$0.00$1.20$1.53$0.34
2023Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$1.69$1.43$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$0.00$21.2$1.02$1.57$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.7$0.00$21.7$2.47$1.65$0.82
2020Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$1.36$1.45$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$0.00$20.8$0.98$1.46$0.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.3$0.00$21.3$0.81$1.45$0.64
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.9$0.00$21.9$1.28$1.40$0.12
2015Summary only. Only limited summary data is available for this year.$22.2$0.00$1.54$1.44$0.10
2014Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$1.33$1.48$0.15
2013Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$1.42
2012Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$2.18
2011Summary only. Only limited summary data is available for this year.$22.7$0.00$1.12$1.10$0.03
2010Summary only. Only limited summary data is available for this year.$22.6$0.00$1.29$1.07$0.22
2009Summary only. Only limited summary data is available for this year.$22.4$0.00$0.19$1.02$0.83
2008Summary only. Only limited summary data is available for this year.$23.3$0.00$1.33$1.23$0.11
2007Summary only. Only limited summary data is available for this year.$23.1$0.00$2.58$1.15$1.43
2006Summary only. Only limited summary data is available for this year.$21.7$0.00$2.08$1.15$0.94
2005Summary only. Only limited summary data is available for this year.$20.8$0.00$1.19$1.23$0.04
2004Summary only. Only limited summary data is available for this year.$20.8$0.00$1.24$1.34$0.10
2003Summary only. Only limited summary data is available for this year.$20.9$0.00$0.87$0.69$0.18
2002Summary only. Only limited summary data is available for this year.$20.7$0.00$0.15$1.17$1.02
2001Summary only. Only limited summary data is available for this year.$21.7$0.00$3.57$1.41$2.16
2000Summary only. Only limited summary data is available for this year.$19.6$0.00$13.4$0.41$13.0
1999Summary only. Only limited summary data is available for this year.$6.60$0.00$0.78$0.35$0.43
1998Summary only. Only limited summary data is available for this year.$6.17$0.00$0.88$0.41$0.47
1997Summary only. Only limited summary data is available for this year.$5.70$0.00$0.46$0.40$0.07
1996Summary only. Only limited summary data is available for this year.$5.63$0.00$0.50$0.35$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $10M-$25M nonprofits