Civic Intelligence

John Dustin Buckman Charitable Trust

990PF • Fiscal year 2017 • EIN 62-6155483

Oct 01, 2016 to Sep 30, 2017 • Filed on Nov 08, 2017

Organization Profile
4385 Poplar AveMemphis, TN 38117

(901) 681-2349

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

5th percentile

-78%

Higher net margin than 5% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$146,602

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

19th percentile

-2.9%

Faster asset growth than 19% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-36%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$21,313,690

Down $635,035 (-2.9%) from 2016

Net Assets

Down

$21,313,690

Down $635,035 (-2.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin5th percentile

Revenue

Down

$813,217

Down $466,620 (-36%) from 2016

Expenses

Up

$1,449,021

Up $51,788 (+3.7%) from 2016

Net Income

Down

-$635,804

Down $518,408 (-442%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2017

Assets$21,313,690
Liabilities$0
Net Assets$21,313,690
Open 2017 Filing

Operations Trend

Revenue Growth7th 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

2017

Revenue$813,217
Expenses$1,449,021
Net Income-$635,804
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$146,602-$146,602
Filing and Contact Details

Filer

Filer Name
John Dustin Buckman Charitable Trust
EIN
62-6155483
Address
4385 POPLAR AVE, MEMPHIS, TN 38117

Signing Officer

Name
First Tennessee Bank
Title
First Tn Bank
Signed
2017-11-08
Raw XML AppendixShowing 400 of 676 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt221076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2134951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt565000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt834744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt911266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1155267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1364291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1461319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1546169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1655374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt179584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt193143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2060593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2111806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2250807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt235889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0400000. AMER INTL GROUP MTN 5.600% 10/18/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1. CLASS ACTION SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2125000. ORACLE CORP 5.000% 7/08/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3.5 BIOVERATIV INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4. CLASS ACTION SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc565000. MARYLAND ST 0.700% 3/01/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc614. BIOVERATIV INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc789. BIOVERATIV INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81212. CF INDUSTRIES HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9393. CF INDUSTRIES HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1026. CATERPILLAR INC WITH RIGHTS EXP 12/1/96
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11580. CATERPILLAR INC WITH RIGHTS EXP 12/1/96
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc129. DEERE & CO WITH RIGHTS EXP 12/31/97
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13587. DEERE & CO WITH RIGHTS EXP 12/31/97
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142055. KROGER CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151619. MURPHY OIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16364. THERMO FISHER SCIENTIFIC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1763. THERMO FISHER SCIENTIFIC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18500000. JOHN DEERE CAP MTN 5.500% 4/13/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1976. ARCHER DANIELS MIDLAND CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc201465. ARCHER DANIELS MIDLAND CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21247. VERIZON COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc221063. VERIZON COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23104. BRIGHTHOUSE FINANCIAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24.3636 BRIGHTHOUSE FINANCIAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222017-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232017-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242017-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt088901
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-635804
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0769
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021313690
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt021948725
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021313690
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01220158
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01220158
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01220158
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01234956
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014798
IRS990PF/DistributableAmountGrp/TotalTaxAmt014798
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt024152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014798
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014798
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014798
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt024152
IRS990PF/FMVAssetsEOYAmt025312540
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt021948725
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt021313690
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03739
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05103
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05103
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06341765
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05704010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05741835
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013890554
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014103134
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018077037
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0445131
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0305546
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0305546
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt021948725
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021313690
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt025312540
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt021948725
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021313690
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt021948725
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021313690
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01267536
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01195897
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01183019
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt025075240
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0618563
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt024456677
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0376129
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01234956
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt024699111
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025075240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0FIRST TENNESSEE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0146602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04385 POPLAR AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd038117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01390683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01398082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01305495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01341537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01356858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01317788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01581099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.066352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt024699111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt024013719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt025131080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt025386877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt024413571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt023829072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01338153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.281524
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01338153
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01338153
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01338153
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04385 POPLAR AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MEMPHIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd038117
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIRST TENNESSEE BANK
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0TRUST DEPARTMENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum09016812349
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0BRIEF STATEMENTOF THE PURPOSE OF THE ORGANIZATION AND INTENDED USE OF FUNDS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MRS LEIGH LAWYER TRUST OFFICER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09016812349

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,313,690
Liabilities
$0
Net assets
$21,313,690
Revenue
$813,217
Expenses
$1,449,021
Net income
-$635,804
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
2017Detailed filing. Detailed filing data is available for this year.$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