2025-11-16T17:28:47-06:00 2024-12-31 620428728 REYNOLDS BONE & GRIESBECK PLC 5100 WHEELIS DRIVE SUITE 300 MEMPHIS TN 381174568 990PF 2024-01-01 626046687 THE KEMMONS WILSON FAMILY FOUNDATION KEMM 9013468800 802 ROZELLE STREET MEMPHIS TN 38104 TATE S WILSON EXECUTIVE DIRECTOR 9013468800 2025-11-12 1 1 KELLY S CROW P01519168 9016822431 2025-11-12 2024 2025-03-06 01:10:19Z X X 39762949 X X 755626 755626 6977098 21794521 6988208 375 41333 -40958 13600 13600 7705366 7757434 50000 0 50000 122218 0 122218 14891 0 14891 23400 0 23400 125091 69878 55213 194808 194808 0 41832 22935 12897 330 0 38398 0 38398 351490 273994 77496 962458 561615 394513 1930077 1929177 2892535 561615 2323690 4812831 7195819 2684557 539510 539510 194048 78953 37620 37620 2866 63004 63004 63004 63004 35636564 39122815 39122815 5415 5415 11440 0 0 13800 0 0 38685232 39762949 39762949 2119 57510 15053 57510 17172 X 0 0 0 0 38627722 39745777 38627722 39745777 38685232 39762949 38627722 4812831 0 43440553 3694776 39745777 FIDELITY - 4644 P 243764 210540 33224 33224 FROM K-1 - GT PRIVATE EQUITY X, LP P 379 379 379 FROM K-1 - GT PRIVATE EQUITY X, LP P 2893 -2893 -2893 FROM K-1 - GT PRIVATE EQUITY X, LP P 4 4 4 FROM K-1 - PALLADIAN PARTNERS IX, LP P 9 -9 -9 FROM K-1 - PALLADIAN PARTNERS IX, LP P 24575 24575 24575 FROM K-1 - PALLADIAN PARTNERS IX, LP P 124060 124060 124060 FROM K-1 - PALLADIAN PARTNERS VI, LP P 5035 5035 5035 FROM K-1 - WILSON FAMILY GLOBAL EQUITY FUND P 90301 90301 90301 FROM K-1 - WILSON FAMILY GLOBAL EQUITY FUND P 2010263 2010263 2010263 FROM K-1 - WILSON FAMILY PRIVATE INVESTMENT FUND P 1189 -1189 -1189 FROM K-1 - WILSON FAMILY PRIVATE INVESTMENT FUND P 1592 1592 1592 FROM K-1 - WILSON FAMILY PRIVATE INVESTMENT FUND P 1 1 1 DISPOSITION - WILSON FAMILY GLOBAL EQUITY FUND P 19205949 14591682 4614267 4614267 CAPITAL GAINS DIVIDENDS P 88598 88598 88598 6988208 100022 0 100022 0 100022 16719 0 50000 0 66719 X 4277 37580 0 0 0 0 0 0 0 0 1 1 0 1 1 TN 1 0 0 1 0 1 WWW.KWFF.ORG THE FOUNDATION 9017263147 802 ROZELLE STREET MEMPHIS TN 38104 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TATE WILSON 802 ROZELLE STREET MEMPHIS TN 38104 PRESIDENT/CEO 40.00 50000 0 0 CAROLE WILSON WEST 802 ROZELLE STREET MEMPHIS TN 38104 CHAIRPERSON OF THE BOARD 0.50 0 0 0 KEVIN GESHKE 802 ROZELLE STREET MEMPHIS TN 38104 FINANCE CHAIR 0.25 0 0 0 ADRIAN C BLACKNEY 802 ROZELLE STREET MEMPHIS TN 38104 DIRECTOR 0.25 0 0 0 MARGARET W HODGES 802 ROZELLE STREET MEMPHIS TN 38104 DIRECTOR 0.25 0 0 0 WILSON MOORE 802 ROZELLE STREET MEMPHIS TN 38104 DIRECTOR 0.25 0 0 0 MCLEAN T WILSON 802 ROZELLE STREET MEMPHIS TN 38104 DIRECTOR 0.25 0 0 0 ROBERT A WILSON 802 ROZELLE STREET MEMPHIS TN 38104 DIRECTOR 0.25 0 0 0 STEPHANIE B WILSON 802 ROZELLE STREET MEMPHIS TN 38104 DIRECTOR 0.25 0 0 0 SUSAN C WILSON 802 ROZELLE STREET MEMPHIS TN 38104 DIRECTOR 0.25 0 0 0 WEBB WILSON 802 ROZELLE STREET MEMPHIS TN 38104 DIRECTOR 0.25 0 0 0 ALISON M BUCCINI 802 ROZELLE STREET MEMPHIS TN 38104 DIRECTOR OF PROGRAMS 40.00 66080 5464 0 0 WILSON INVESTMENT MANAGEMENT LLC 8700 TRAIL LAKE DR W STE 300 MEMPHIS TN 38125 INVESTMENT ADVISORY 69350 0 0 33896957 656539 37620 34591116 0 0 34591116 518867 34072249 1703612 1703612 100022 100022 1603590 0 1603590 0 1603590 2323690 0 2323690 1603590 0 0 93895 54095 147990 2323690 0 0 0 1603590 720100 0 0 868090 0 0 0 0 0 0 93895 774195 54095 720100 TATE WILSON 802 ROZELLE STREET MEMPHIS TN 38104 9013468800 TWILSON@KWFF.ORG SEE OUR WEBSITE AT HTTP://WWW.KWFF.ORG/OUR-GRANT-PROCESS/GRANT-APPLICATION-PROCESS/ JANUARY 15 AND AUGUST 15 CONTACT TATE WILSON AT TWILSON@KWFF.ORG FOR MORE INFORMATION. ADVANCE MEMPHIS 769 VANCE AVE MEMPHIS TN 38126 PC GENERAL - OPERATING 50000 ALLMEMPHIS 1350 CONCOURSE AVE SUITE 434 MEMPHIS TN 38104 PC GENERAL - OPERATING 20000 APPLE SEEDS INC 6584 POPLAR AVE STE 316 GERMANTOWN TN 38138 PC GENERAL - OPERATING 20000 ARISE2READ 5885 RIDGEWAY CENTER PKWY SUITE 21 MEMPHIS TN 38120 PC GENERAL - OPERATING 15000 BLOC MINISTRIES 911 W 8TH ST CINCINNATI OH 45203 PC GENERAL - OPERATING 25000 BRIARCREST CHRISTIAN SCHOOL 76 S HOUSTON LEVEE RD EADS TN 38028 PC GENERAL - OPERATING 12580 CHILDREN'S MUSEUM OF MEMPHIS 2525 CENTRAL AVE MEMPHIS TN 38104 PC GENERAL - OPERATING 2500 CHRISTIAN BROTHERS UNIVERSITY 650 E PKWY S MEMPHIS TN 38104 PC GENERAL - OPERATING 25000 CHRISTIAN COMMUNITY FOUNDATION OF MEMPHIS 6075 POPLAR AVE STE 130 MEMPHIS TN 38119 PC GENERAL - OPERATING 50000 CITY LEADERSHIP 1350 CONCOURSE AVE STE 463 MEMPHIS TN 38104 PC GENERAL - OPERATING 10000 CODECREW 460 SOUTH HIGHLAND STREET SUITE 901 MEMPHIS TN 38111 PC GENERAL - OPERATING 15000 DIXON GALLERY AND GARDENS 4339 PARK AVENUE MEMPHIS TN 38117 PC GENERAL - OPERATING 2500 EMMANUEL CENTER INC 604 SAINT PAUL AVE MEMPHIS TN 38126 PC GENERAL - OPERATING 150000 FAMILIES MATTER INC 2670 UNION AVE 607 MEMPHIS TN 38112 PC GENERAL - OPERATING 10000 FORWARD MEMPHIS 255 N HIGHLAND ST MEMPHIS TN 38111 PC GENERAL - OPERATING 10000 HUTCHISON SCHOOL 1740 RIDGEWAY ROAD MEMPHIS TN 38119 PC GENERAL - OPERATING 13887 INNOVATE MEMPHIS 516 TENNESSEE ST MEMPHIS TN 38103 PC GENERAL - OPERATING 25000 KNOWLEDGE QUEST 590 JENNETTE PLACE MEMPHIS TN 38126 PC GENERAL - OPERATING 105000 LAUNCHYOURCITY INC 140 S MAIN ST STE 3 MEMPHIS TN 38017 PC GENERAL - OPERATING 10000 LEMOYNE-OWEN COLLEGE 807 WALKER AVE MEMPHIS TN 38126 PC GENERAL - OPERATING 25000 LITE MEMPHIS 650 NEW YORK ST MEMPHIS TN 38104 PC GENERAL - OPERATING 5000 MEMORY MAKERS OF THE MIDSOUTH 7860 GROVE CT W GERMANTOWN TN 38138 PC GENERAL - OPERATING 5000 MEMPHIS BLACK ARTS ALLIANCE 985 S BELEVUE BLVD MEMPHIS TN 38106 PC GENERAL - OPERATING 20000 MEMPHIS BOTANIC GARDEN FOUNDATION INC 750 CHERRY ROAD MEMPHIS TN 38117 PC GENERAL - OPERATING 2500 MEMPHIS BROOKS MUSEUM OF ART INC 1934 POPLAR AVE MEMPHIS TN 38104 PC GENERAL - OPERATING 102500 MEMPHIS DELTA PREPARATORY CHARTER SCHOOL INC 1237 COLLEGE ST MEMPHIS TN 38106 PC GENERAL - OPERATING 30000 MEMPHIS FAMILY CONNECTION CENTER 815 N MCLEAN BLVD MEMPHIS TN 38107 PC GENERAL - OPERATING 5000 MEMPHIS INNER CITY RUGBY 650 NEW YORK ST OFFICE 114 MEMPHIS TN 38104 PC GENERAL - OPERATING 10000 MEMPHIS MEDICAL DISTRICT COLLABORATIVE 656 MADISON AVE MEMPHIS TN 38103 PC GENERAL - OPERATING 10000 MEMPHIS SYMPHONY ORCHESTRA INC 610 GOODMAN STREET MEMPHIS TN 38152 PC GENERAL - OPERATING 10000 MEMPHIS THEOLOGICAL SEMINARY 168 EAST PARKWAY S MEMPHIS TN 38104 PC GENERAL - OPERATING 15000 MEMPHIS UNIVERSITY SCHOOL 6191 PARK AVE MEMPHIS TN 38119 PC GENERAL - OPERATING 9900 MEMPHIS ZOO INC 2000 PRENTISS PLACE MEMPHIS TN 38112 PC GENERAL - OPERATING 2500 MEMPHIS-SHELBY COUNTY LAW ENFORCEMENT FOUNDATION INC 530 OAK COURT DR STE 165 MEMPHIS TN 38117 PC GENERAL - OPERATING 5000 NATIONAL CIVIL RIGHTS MUSEUM 450 MULBERRY STREET MEMPHIS TN 38103 PC GENERAL - OPERATING 1600 ONE FAMILY MEMPHIS ROX 879 E MCLEMORE AVE MEMPHIS TN 38106 PC GENERAL - OPERATING 25000 PROTECT OUR AQUIFER 1726 MADISON AVE MEMPHIS TN 38104 PC GENERAL - OPERATING 10000 RHODES COLLEGE 2000 NORTH PARKWAY MEMPHIS TN 38112 PC GENERAL - OPERATING 25000 ROOM IN THE INN - MEMPHIS 409 AYERS ST MEMPHIS TN 38105 PC GENERAL - OPERATING 1000 SCORE CDC 571 VANCE AVE MEMPHIS TN 38126 PC GENERAL - OPERATING 20000 SLINGSHOT MEMPHIS INC 802 ROZELLE ST MEMPHIS TN 38104 PC GENERAL - OPERATING 20000 SOULSVILLE CHARTER SCHOOL 1115 COLLEGE ST MEMPHIS TN 38106 PC GENERAL - OPERATING 32000 SOULSVILLE FOUNDATION 926 E MCLEMORE AVE MEMPHIS TN 38106 PC GENERAL - OPERATING 25000 SOUTH MEMPHIS ALLIANCE 1048 S BELLEVUE BLVD MEMPHIS TN 38106 PC GENERAL - OPERATING 20000 ST MARY'S EPISCOPAL SCHOOL 60 PERKINS EXTENDED MEMPHIS TN 38117 PC GENERAL - OPERATING 5710 STREETS MINISTRIES 430 VANCE AVENUE MEMPHIS TN 38126 PC GENERAL - OPERATING 25000 TEACH FOR AMERICA 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 PC GENERAL - OPERATING 10000 THE WORKS INC 1471 GENESIS CIR MEMPHIS TN 38106 PC GENERAL - OPERATING 100000 THISTLE AND BEE ENTERPRISES INC PO BOX 111607 MEMPHIS TN 38111 PC GENERAL - OPERATING 10000 UNIVERSITY OF MEMPHIS FOUNDATION 635 NORMAL ST MEMPHIS TN 38152 PC GENERAL - OPERATING 25000 UNIVERSITY OF TENNESSEE FOUNDATION INC 1525 UNIVERSITY AVENUE ROOM 223 KNOXVILLE TN 37921 PC GENERAL - OPERATING 650000 URBAN RENAISSANCE PARTNERS INC 314 AW WILLIS AVE MEMPHIS TN 38105 PC GENERAL - OPERATING 50000 VANCE AVENUE YOUTH DEVELOPMENT CENTER 670 VANCE AVE MEMPHIS TN 38126 PC GENERAL - OPERATING 20000 VISIBLE MUSIC COLLEGE 1015 S COOPER STREET MEMPHIS TN 38104 PC GENERAL - OPERATING 25000 1929177 0 14 755626 14 13600 18 6988208 -11110 459210 -40958 -40958 7757434 -11110 7705366 8 DISPOSITION OF OFFICE FURNITURE AND EQUIPMENT FROM PREVIOUS LOCATION 8 AT 2029 PEABODY AVENUE. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 23400 0 23400 COMPUTER EQUIPMENT 2007-05-07 1998 1998 200DB 5.000000000000 0 0 MACBOOK PRO LAPTOP - LEE MORRIS 2013-04-01 3800 3800 200DB 5.000000000000 0 0 DELL LATITUDE LAPTOP - LAUREN YOUNG 2013-04-01 2912 2912 200DB 5.000000000000 0 0 OUTDOOR FURNITURE 2014-09-23 663 663 200DB 7.000000000000 0 0 OFFICE CONFERENCE CHAIRS 2014-08-27 4863 4863 200DB 7.000000000000 0 0 CONTEMPORARY CONFERENCE TABLE 2014-09-12 7715 7715 200DB 7.000000000000 0 0 OLD HOLIDAY INN CONFERENCE TABLE 2014-09-04 552 552 200DB 7.000000000000 0 0 FABRIC FOR CURTAINS 2014-09-02 226 226 200DB 7.000000000000 0 0 CURTAINS/SINK SKIRTS 2014-09-08 3669 3669 200DB 7.000000000000 0 0 INTERIOR SIGNS - 1027 CHERRY ROAD 2014-12-19 486 486 200DB 7.000000000000 0 0 NETGEAR READY/SONIC WALL/ROUTER 2014-10-15 2892 2892 200DB 5.000000000000 0 0 TV/VIDEO/AUDIO 2014-09-16 13535 13535 200DB 5.000000000000 0 0 INTERIOR SIGNS 2015-01-14 1125 1125 200DB 7.000000000000 0 0 DELL LATITUDE 5470 - CARRIE BURKE 2016-07-15 1673 1673 200DB 5.000000000000 0 0 DELL LATITUDE 7390 NOTEBOOK 2019-08-31 2558 200DB 5.000000000000 0 0 TENANT IMPROVEMENTS - CARPET 2019-12-16 4411 452 SL 39.000000000000 108 0 TI - TECHNOLOGY HARDWARE & CABELING 2019-12-16 2734 200DB 5.000000000000 0 0 TI - CARPET - 2029 PEABODY AVE. 2019-12-16 4150 424 SL 39.000000000000 102 0 TI - 2029 PEABODY 2019-12-16 4900 503 SL 39.000000000000 120 0 DISPOSITION OF OFFICE FURNITURE & EQUIPMENT 2007-05 PURCHASED 2024-12 COST 0 -11752 47695 DISPOSITION OF OFFICE FURNITURE & EQUIPMENT 2007-05 PURCHASED 2024-12 COST 0 642 642 FIDELITY U.S. BOND INDEX FUND FMV 4464980 4464980 GT PRIVATE EQUITY X FMV 1184543 1184543 MAGNITUDE INTERNATIONAL FMV 6992759 6992759 OLD FARM PARTNERS OFFSHORE FUND FMV 5488977 5488977 PALLADIAN PARTNERS IX LP FMV 1860258 1860258 PALLADIAN PARTNERS VI LP FMV 46010 46010 PIMCO INCOME INSTL FUND FMV 2430692 2430692 WILSON FAMILY PRIVATE INVESTMENT FUND LP FMV 77454 77454 GENEVA SMID CAP GROWTH FUND FMV 1214906 1214906 FIDELITY 500 INDEX FMV 4134677 4134677 GQG EMERGING MARKETS INSTL FMV 1206184 1206184 GOLDMAN SACHS GQG FMV 1705780 1705780 WPG PARTNERS SELECT FMV 1847410 1847410 FIDELITY EAGLE FUND EQUITIES - 4644 FMV 3907885 3907885 FIDELITY EXCHANGE TRADED FUNDS - 1771 FMV 2560300 2560300 OFFICE CONFERENCE CHAIRS 4863 4863 0 OLD HOLIDAY INN CONFERENCE TABLE 552 552 0 MINIATURE HOLIDAY INN SIGN 11750 0 0 BRONZE SCULPTURE 2050 0 0 BOOK/TAX DIFFERENCE - GT PRIVATE EQUITY X 130 BOOK/TAX DIFFERENCE - PALLADIAN PARTNERS XI 674 BOOK/TAX DIFFERENCE - WILSON FAMILY GLOBAL EQUITY 721 BOOK/TAX DIFFERENCE - WILSON FAMILY PRIVATE INVESTMENTS 617 UNREALIZED INVESTMENT LOSSES 3692634 BANK SERVICE CHARGES 2023 0 2023 DUES & SUBSCRIPTIONS 23621 0 23621 GT PRIVATE EQUITY X - OTHER DEDUCTIONS 38993 38971 22 GT PRIVATE EQUITY X LP - ORDINARY LOSS 8177 8177 0 INFORMATION TECHNOLOGY 8153 0 8153 INSURANCE 4706 0 4706 MAINTENANCE & REPAIRS 300 0 300 OFFICE SUPPLIES 3016 0 3016 OTHER EXPENSES 17099 0 17099 PALLADIAN PARTNERS IX LP - OTHER DEDUCTIONS 49751 49691 60 PALLADIAN PARTNERS IX LP - ORDINARY LOSS 14663 14663 0 PALLADIAN PARTNERS VI LP - OTHER DEDUCTIONS 588 588 0 PALLADIAN PARTNERS VI LP - OTHER LOSS 25 25 0 PROGRAM EXPENSES 14276 0 14276 UTILITIES 4185 0 4185 WILSON FAMILY GLOBAL EQUITY - OTHER DEDUCTIONS 150966 150966 0 WILSON FAMILY GLOBAL EQUITY - OTHER LOSS 7154 7154 0 WILSON FAMILY PRIVATE INVESTMENT FUND - ORDINARY LOSS 1888 1888 0 WILSON FAMILY PRIVATE INVESTMENT FUND - OTHER DEDUCTIONS 1906 1871 35 GT PRIVATE EQUITY X LP - OTHER 168 168 168 GT PRIVATE EQUITY X LP - RENTAL 35 35 35 PALLADIAN PARTNERS IX LP - OTHER 993 993 993 PALLADIAN PARTNERS IX LP - RENTAL 8 8 8 PALLADIAN PARTNERS IX LP - ROYALTIES 103 103 103 PROCEEDS FROM LITIGATION - MADOFF VICTIM FUND 12183 12183 12183 PRESERVER LP - FINAL REDEMPTION 110 110 110 OTHER PAYABLES 57510 15053 PROFESSIONAL FEES 55213 0 55213 ADVISORY FEES 69878 69878 0 FOREIGN TAXES WITHHELD 22935 22935 0 LICENSES/ FEES 21 0 21 PAYROLL TAXES 12876 0 12876 FEDERAL TAXES PAID 6000 0 0