2024-11-13T15:29:01-06:00 2023-12-31 822691641 SEALAND LAW FIRM 2120 ABERGELDIE DR MEMPHIS TN 38119 990PF 2023-01-01 823557941 JONATHAN P FORMANEK FOUNDATION JONA 4797386206 6075 POPLAR AVENUE 726 MEMPHIS TN 38119 JONATHAN P FORMANEK CHAIRMAN 4797386206 2024-11-13 1 0 JOYCE H SEALAND P01470355 9016036114 X 2023 2024-10-15 13:58:12Z X 12274995 X X 19201 19201 222224 222224 379793 4739458 379793 160187 160187 781405 781405 0 0 0 4000 0 0 9075 6412 0 5455 5434 0 18530 11846 0 520500 520500 539030 11846 520500 242375 769559 2520069 4389354 4389354 5779496 4152586 7885641 8299565 8541940 12274995 0 0 X 0 0 0 0 8299565 8541940 8299565 8541940 8299565 8541940 8299565 242375 0 8541940 0 8541940 EGERTON INVESTMENT PARTNERS L.P. P 201429 201429 EGERTON INVESTMENT PARTNERS L.P. P 178348 178348 THE ORGANIZATION HELD CASH AT MERRILL LYNCH IN A BLACKROCK FEDERAL FUND. P 21 5 16 16 WHEN WITHDRAWALS WERE MADE, THEY WERE SHOWN AS SALES. SEE BELOW: P 0 0 1173114 BLACKROCK LIQUID FED TR FD CL INSTL P 2023-01-24 2023-03-13 1173114 1173114 0 0 5232.33 BLACKROCK LIQUID FED TR FD CL INSTL P 2023-01-31 2023-03-13 5232 5232 0 0 14426.03 BLACKROCK LIQUID FED TR FD CL INSTL P 2023-02-28 2023-03-13 14426 14426 0 0 50000 BLACKROCK LIQUID FED TR FD CL INSTL P 2023-04-11 2023-12-11 50000 50000 0 0 100000 BLACKROCK LIQUID FED TR FD CL INSTL P 2023-04-11 2023-12-20 100000 100000 0 0 150000 BLACKROCK LIQUID FED TR FD CL INSTL P 2023-04-11 2023-12-27 150000 150000 0 0 KENVUE INC CASH IN LIEU P 2002-07-19 2023-08-29 0 0 3246665 BLACKROCK LIQUID FED TR FD CL INSTL P 2023-01-19 2023-03-13 3246665 3246665 0 0 379793 10697 0 10697 0 10697 0 0 10697 0 10697 X 69 69 0 0 0 0 0 0 0 0 0 0 0 1 TN 1 0 0 0 0 1 N/A JONATHAN P FORMANEK FOUNDATION 4797386206 6075 POPLAR AVENUE SUITE 726 MEMPHIS TN 38119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JONATHAN P FORMANEK 3111 WELBORN APT 1503 DALLAS TX 75219 PRESIDENT/DIRECTOR 5.00 0 0 0 ANDREW J WHITMORE III 3111 WELBORN APT 1503 DALLAS TX 75219 SECRETARY-TREASURER/DIRECT 3.00 0 0 0 JOYCE H SEALAND 2120 ABERGELDIE DR MEMPHIS TN 38119 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 3075576 4500674 4488318 12064568 0 0 12064568 180969 11883599 594180 594180 10697 10697 583483 0 583483 0 583483 520500 0 520500 583483 441808 0 0 520500 441808 0 0 78692 0 0 0 0 0 0 0 0 504791 0 0 0 JONATHAN P FORMANEK 6075 POPLAR AVE SUITE 726 MEMPHIS TN 38119 4797386206 JONATHANFORMANEK@YAHOO.COM APPLICATION SHOULD BE MADE IN WRITING DESCRIBING PURPOSE OF GRANT REQUEST AND AMOUNT REQUESTED. IF IT IS DETERMINED THAT THE REQUEST ALIGNS WITH THE GOALS OF THE FOUNDATION, THE APPLICANT WILL BE CONTACTED FOR A FOLLOWUP INTERVIEW. NONE ORGANIZATION MUST BE QUALIFIED UNDER 501(C)(3). RESTRICTIONS AND LIMITATIONS ONLY IF SPECIFICIED IN GRANT AGREEMENT. AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 NONE 501(C)(3) TO SUPPORT THE DEFENSE OF PEOPLE'S RIGHTS 10000 AMPHIBIAN STAGE PRODUCTIONS 120 S MAIN FORT WORTH TX 76104 NONE 501(C)(3) TO SUPPORT ART EDUCATION PROGRAMS FOR VETERANS AND YOUTH AND FREE PUBLIC EVENTS 25000 BRUCE WOOD DANCE 3630 HARRY HINES BLVD 36 DALLAS TX 75219 NONE 501(C)(3) TO SUPPORT A DANCE COMPANY IN ITS EFFORTS TO ENTERTAIN AND ENRICH THE PUBLICTO SUPPORT A DANCE COMPANY IN ITS EFFORTS TO ENTERTAIN AND ENRICH THE PUBLIC 35000 CARROL & MADISON CO LIBRARY FOUNDATION 44 KINGSHIGHWAY A3 EUREKA SPRINGS AR 72632 NONE 501(C)(3) TO BE USED FOR THE BENEFIT OF KINGSTON LIBRARY 3000 CHAMBER MUSIC INTERNATIONAL PO BOX 140092 DALLAS TX 75214 NONE 501(C)(3) TO PRESENT CHAMBER MUSICE ON THE HIGHEST LEVEL FOR THE COMMUNITY AND PROVIDE BROADER ACCESS TO AUDIENCES THROUGHOUT NORTH TEXAS 5000 CHARLES MOORE FOUNDATION 2102 QUARRY ROAD AUSTIN TX 78703 NONE 501(C)(3) TO SUPPORT EDUCATIONAL PROGRAMS AND PRESERVATION PROJECTS FOR THE ARCHITECTURE OF CHARLES MOORE 5000 CURRIER MUSEUM OF ART 150 ASH ST MANCHESTER NH 03104 NONE 501(C)(3) TO SUPPORT THE USE OF ART TO EDUCATE AND ENHANCE THE PUBLIC 5000 DALLAS BLACK DANCE THEATRE 2700 ANN WILLIAMS WAY DALLAS TX 75201 NONE 501(C)(3) FOR COSTS OF PERFORMANCES, ARTS EDUCATION, AND COMMUNITY OUTREACH 50000 EDITH FARNSWORTH HOUSE 14520 RIVER ROAD PLANO IL 60545 NONE 501(C)(3) TO PROMOTE THE PRESERVATION OF THE HISTORIC EDITH FARNSWORTH HOUSE 5000 FALLINGWATER CONSERVANCY 800 WATERFRONT DR PITTSBURGH PA 15222 NONE 501(C)(3) TO PROMOTE THE IDEA OF PEOPLE LIVING IN HARMONY WITH NATURE BY BY PLANTING TREES AND PRESERVING THE FALLINGWATER HOUSE DESIGNED BY FRANK L WRIGHT 10000 FRANK LLOYD WRIGHT BLDG CONSERVANCY 53 W JACKSON SUITE 720 CHICAGO IL 60604 NONE 501(C)(3) TO PRESERVE AND SUSTAIN THE REMAINING WORKS DESIGNED BY FRANK LLOYD WRIGHT THROUGH ADVOCACY, EDUCATION, AND TECHNICAL SERVICES 10000 FRANK LLOYD WRIGHT FOUNDATION 12621 FRANK LLOYD WRIGHT BLVD SCOTTSDALE AZ 85259 NONE 501(C)(3) TO INSPIRE THE PUBLIC TO EMBRACE HOW ARCHITECTURE RELATES TO NATURE 5000 FRANK LLOYD WRIGHT TRUST 209 S LASALLE ST SUITE 118 CHICAGO IL 60604 NONE 501(C)(3) TO ENGAGE, EDUCATE, AND INSPIRE THE PUBLIC THROUGH INTEREST IN THE DESIGN AND PRESERVATION OF PRESENT SITES DESIGNED BY FRANK LLOYD WRIGHT 10000 FRANK LLOYD WRIGHT WESTCOTT HOUSE 1340 E HIGH ST SPRINGFIELD OH 45505 NONE 501(C)(3) TO PRESERVE THE WESTCOTT HOUSE WHILE INSPIRING CREATIVITY THROUGH ARCHITECTURE AND DESIGN EDUCATION 2500 FRIENDS OF KEBYAR 11 E BEVERLY ST SUITE 5 STAUNTON VA 24401 NONE 501(C)(3) TO SUPPORT THE PROMOTION AND PRESERVATION OF ORGANIC ARCHITECTURE WITH EPHASIS ON THE WORK OF BRUCE ALONZO GOFF 1000 JACOB'S PILLOW 358 GEORGE CARTER RD BECKET MA 01223 NONE 501(C)(3) TO ENGAGE THE PUBLIC'S APPRECIATION AND SUPPORT FOR DANCE WITH RESPECT TO INDIGENOUS PEOPLE 83000 JUBLIEE THEATRE 506 MAIN ST FORT WORTH TX 76102 NONE 501(C)(3) TO HELP THEATRE PRODUCTIONS THAT GIVE VOICE TO THE AFRICAN-AMERICAN EXPERIENCE 5000 KERA 3000 HARRY HINES BLVD DALLAS TX 75201 NONE 501(C)(3) TO SUPPORT THE EDUCATIONAL AND CULTURAL PROGRAMS OFFERED BY PUBLIC BROADCASTING 10000 KUFA PUBLIC RADIO 9 S SCHOOL AVE FAYETTEVILLE AR 72701 NONE 501(C)(3) TO PROMOTE THE EDUCATION, INFORMATION, AND ENTERTAINMENT THROUGH PUBLIC RADIO 10000 MARTIN HOUSE 125 JEWETT PARKWAY BUFFALO NY 14214 NONE 501(C)(3) TO SUPPORT THE PRESERVATION OF THE MARTIN HOUSE WHICH EXHIBITS HARMONY WITH NATURE 5000 MEMPHIS BROOKS MUSEUM 1934 POPLAR MEMPHIS TN 38104 NONE 501(C)(3) TO PROMOTE THE PROVISION OF VISUAL ART MEDIUM THROUGH DIVERSE EXHIBITS 100000 MUSEUM OF DESIGN ATLANTA 1315 PEACHTREE ST NE ATLANTA GA 30309 NONE 501(C)(3) TO ADVANCE THE UNDERSTANDING OF DESIGN IN THE DEVELOPMENT OF CREATIVITY AND FUNCTIONALITY FOR ALL AGES 5000 OCHRE HOUSE THEATER 825 EXPOSITION AVE DALLAS TX 75201 NONE 501(C)(3) TO SUPPORT ART PROJECTS THAT CARRY A MESSAGE OF ARTISTIC AND SPIRITUAL REVIVAL TO THE COMMUNITY 10000 PRICE TOWER 510 DEWEY AVE SUITE 3560 BARTLEVILLE OK 74003 NONE 501(C)(3) TO PROVIDE ACCESS TO GREAT ART, ARCHITECTURE, AND DESIGN TO LOCAL, REGIONAL, AND GLOBAL AUDIENCES IN AN ARTS COMPLEX DESIGNED BY FRANK LLOYD WRIGHT 5000 SOUL REP THEATRE PO BOX 150146 DALLAS TX 75315 NONE 501(C)(3) TO SUPPORT QUALITY TRANSFORMATIVE BLACK THEATRE 3000 STAGE WEST THEATRE 821/823 W VICKERY BLVD FORT WORTH TX 76104 NONE 501(C)(3) TO PROMOTE EDUCATIONAL OUTREACH SERVICES TO THE COMMUNITY THROUGH ART 25000 THE GLASS HOUSE 199 ELM ST NEW CANAAN CT 06840 NONE 501(C)(3) TO SUPPORT THE PRESERVATION AND INTERPRESTATION OF MODERN ARCHITECTURE, LANDSCAPE, AND ART WHILE PROMOTING INSPIRATION AND EXPERIMENTATION. 5000 THE NATURE CONSERVANCY 4245 N FAIRFAX DR SUITE 100 ARLINGTON VA 222031606 NONE 501(C)(3) TO CONSERVE LANDS AND WATERS WORLDWIDE 10000 TULSA FOUNDATION FOR ARCHITECTURE 633 S BOSTON AVE TULSA OK 74119 NONE 501(C)(3) TO CELEBRATE OKLAHOMA'S ARCHITECTURAL HERITAGE THROUGH EDUCATION, ADVOCACY, AND ARCHIVES 5000 TURTLE CREEK CONSERVANCY 3300 OAK LAWN AVE 3333 TURTLE CREEK BLVD DALLAS TX 75219 NONE 501(C)(3) TO CARE FOR THE TURTLE CREEK PARK AND ARLINGTON HALL WHILE CREATING A PUBLIC SPACE 25000 UNDERMAIN THEATRE 3200 MAIN ST DALLAS TX 75226 NONE 501(C)(3) TO SUPPORT INNOVATIVE THEATER WITH INTEREST IN POETIC AND LANGUAGE-DRIVEN WORK 25000 US MODERNIST 5409 PELHAM RD DURHAM NC 27713 NONE 501(C)(3) TO DOCUMENT, PRESERVE, AND PROMOTE MODERN ARCHITECTURE 3000 VICKERY MEADOW NEIGHBORHOOD ALLIANCE PO BOX 670813 DALLAS TX 75367 NONE 501(C)(3) TO ASSIST AN 8 FAITH ASSOCIATION IN FEEDING, CLOTHING, AND MEETING EVERYDAY NEEDS OF THE POOR 5000 520500 0 19201 222224 160187 379793 0 0 781405 781405 3 NONE 4 NONE 7 NONE 8 NONE 0 0 0 0 0 0 0 0 0 0 ML OTHER INVESTMENTS AT COST 608855 3397323 LIMITED PARTNERSHIP AT COST 3543731 4488318 4000 0 0 EGERTON - INV INT 5434 5434 0 SECRETARY OF STATE 21 0 0 EGERTON - OTHER INCOME -26023 -26023 -26023 EGERTON - ORDINARY INCOME 186210 186210 186210 FOREIGN TAX PAID 6412 6412 0 IRS 2393 0 0 BANK FEES 120 0 0 EMA ANNUAL FEE 150 0 0