2026-08-11T15:37:36-05:00 2025-07-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-08-01 581430713 TREZEVANT MANOR FOUNDATION TREZ 9013254000 177 NORTH HIGHLAND STREET MEMPHIS TN 38111 KENT PHILLIPS CHIEF EXECUTIVE OFFICER 9013254000 2026-08-10 1 1 TINA HENTON P00630282 4078021200 2026-08-10 2024 2025-03-06 01:10:19Z KENT PHILLIPS 177 NORTH HIGHLAND STREET MEMPHIS TN 38111 2325042 0 X HTTPS://TREZEVANTMANOR.ORG/DONATE/ X 1980 TN SERVES AS A COLLECTION SOURCE FOR GIFTS DESIGNATED FOR VARIOUS PURPOSES 5 5 0 6 0 0 747837 1378517 0 0 870250 946525 0 0 1618087 2325042 73452 148535 0 0 0 0 0 0 0 254088 526076 327540 674611 1290547 1650431 14353816 17867406 866182 2762298 13487634 15105108 TO ENHANCE THE QUALITY OF LIFE OF CURRENT AND FUTURE RESIDENTS WHILE PROVIDING SUPPORT TO STAFF SEEKING EDUCATIONAL ADVANCEMENT 0 0 455387 131060 0 THE TREZEVANT FOUNDATION WAS CREATED IN 1981 AND CHARTERED AS A SEPARATE NOT-FOR-PROFIT ENTITY TO SUPPORT TREZEVANT'S COMMITMENT TO EACH LIFECARE RESIDENT. THE TREZEVANT FOUNDATION PROVIDES SUPPORT TO RESIDENTS, STAFF, FAMILIES AND AREA NON-PROFITS IN MEMPHIS, TENNESSEE. RESIDENTS WHO CAN NO LONGER MEET THE FINANCIAL REQUIREMENTS ARE SUPPORTED BY FOUNDATION DONATIONS.THE TREZEVANT FOUNDATION IS USED TO ENHANCE THE FUNCTION AND ACTIVITIES OF THE TREZEVANT COMMUNITY THAT INCLUDE BOTH INDEPENDENT AND ASSISTED LIVING FACILITIES. 17475 17475 0 TREZEVANT STAFF/EMPLOYEES CAN APPLY FOR SCHOLARSHIPS TO FURTHER THEIR EDUCATION AND THE FOUNDATION ALSO SUPPORTS OTHER NON-PROFITS IN THE MEMPHIS AND MID-SOUTH AREA. 472862 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 TN X DONALD SELHEIMER 9013254000 177 NORTH HIGHLAND STREET MEMPHIS MEMPHIS TN 38111 SCOTT J CROSBY CHAIRMAN 1.00 0.00 X X 0 0 0 MARTHA BOYD TRUSTEE 1.00 0.00 X 0 0 0 KEN CLARK TRUSTEE 1.00 0.00 X 0 0 0 CARL KRAUSNICK TRUSTEE 1.00 0.00 X 0 0 0 ASHLEY REMMERS TRUSTEE 1.00 0.00 X 0 0 0 KENT PHILLIPS CHIEF EXECUTIVE OFFICER 5.00 35.00 X 0 357033 47701 DONALD SELHEIMER CHIEF FINANCIAL OFFICER 5.00 35.00 X 0 343876 56110 PAULA JACOBSON DIRECTOR OF FOUNDATION 40.00 0.00 X 0 101783 0 0 802692 103811 0 0 1 0 0 1378517 1378517 946525 946525 2325042 0 0 946525 148535 148535 108000 108000 2610 2610 90973 90973 8233 8233 21619 21619 CAPITAL EXPENDITURE 272035 272035 EMPLOYEE ACCESS PROGRAM 13415 13415 PUBLICATION & PHOTO 9025 9025 SPECIAL EVENTS 166 166 674611 472862 201749 0 1653218 3229370 160594 160594 678250 678250 678250 11861754 13799192 14353816 17867406 866182 2762298 866182 2762298 X 9295818 10913292 4191816 4191816 13487634 15105108 14353816 17867406 1650431 -32957 0 X X 0 1 X 1 0 X 317847 904094 647622 747837 1378517 3995917 317847 904094 647622 747837 1378517 3995917 1774326 2221591 368887 62441 288872 870250 946525 2536975 6532892 41433 0.34010 0.41690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 678250 678250 678250 X PART X, LINE 2: THE ORGANIZATIONS' INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATIONS ARE NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS AND ARE NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE, OR OTHER TAX EXCEPT FOR THOSE THAT ARE ALREADY REPORTED ANNUALLY. 1 SCHOLARSHIPS 21 17475 0 N/A N/A RESIDENT SUBSIDY 5 131060 0 N/A N/A PART I, LINE 2 SCHOLARSHIPS APPLICATIONS ARE REVIEWED BY A 6-8 PERSON RESIDENT SELECTION COMMITTEE 0 0 0 0 0 0 0 0 0 KENT PHILLIPS CHIEF EXECUTIVE OFFICER 0 318878 0 38155 0 0 0 21422 0 26279 0 404734 0 0 DONALD SELHEIMER CHIEF FINANCIAL OFFICER 0 306608 0 37268 0 0 0 29831 0 26279 0 399986 0 0 PART I, LINE 4 A RELATED ORGANIZATION USES AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOMENT CONTRACT, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH CEO COMPENSATION. FORM 990, PART VI, SECTION A, LINE 3 ON JULY 30, 2019, TREZEVANT AND THE FOUNDATION ENTERED INTO AN ADMINISTRATION AND SERVICES AGREEMENT. UNDER THE AGREEMENT, TREZEVANT PROVIDES THE DEVELOPMENT DIRECTOR, RETAIL SPACE, ACCOUNTING SERVICES, AND OTHER ADMINISTRATIVE SERVICES. FORM 990, PART VI, SECTION A, LINE 7A ANY VACANCIES ON THE BOARD OF TRUSTEES SHALL BE FILLED BY APPOINTMENT BY THE DIRECTORS OF TREZEVANT MANOR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIWED BY THE TREASURER, CEO AND THE CFO. A COPY OF THE 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR A CONFLICT OF INTEREST POLICY AND DECLARATION PAGE IS MAILED TO ALL BOARD OF DIRECTORS, COMMITTEE MEMBERS AND OFFICERS EACH PERSON MUST SIGN AND RETURN THE FORM TO THE EXECUTIVE SECRETARY FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE ORGANIZATIONS CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR. TREZEVANT EPISCOPAL HOME 177 NORTH HIGHLAND MEMPHIS TN 38111 237363212 RESIDENTIAL LIFE CARE COMMUNITY TN 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0