2026-02-02T10:36:04-06:00 2025-06-30 621804252 WATKINS UIBERALL PLLC 1661 AARON BRENNER DR STE 300 MEMPHIS TN 38120 990PF 2024-07-01 626048069 THE MEMPHIS MEDICAL FOUNDATION INC MEMP 9017610200 1067 CRESTHAVEN ROAD MEMPHIS TN 38119 CLINT F CUMMINS CEO 9017610200 2026-01-26 1 1 BRYAN D GRISSOM JR P01750233 9017612720 2026-01-26 2024 2025-03-06 01:10:19Z X X 737122 X 856637 2647 2647 10284 10284 21254 21254 21254 890822 34185 0 0 0 541811 0 541811 32300 16150 16150 2000 2000 0 93352 0 93352 7524 0 77098 0 77098 8408 0 8408 46945 0 46945 809438 18150 783764 0 0 809438 18150 783764 81384 16035 41322 56411 56411 25715 112344 112344 242798 227200 227200 4500 4500 4500 45371 37586 11914 7785 7785 324443 328882 328882 650692 737122 737122 2738 3083 216775 215033 219513 218116 X 431179 519006 431179 519006 650692 737122 431179 81384 6443 519006 0 519006 ST CAPITAL LOSS 2024-07-01 2025-06-30 402 402 402 LT CAPITAL LOSS 2023-07-01 2025-06-30 20852 20852 20852 21254 223 0 223 0 223 0 0 0 0 0 0 223 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 NONE LEAH LUMM 9017610200 1067 CRESTHAVEN MEMPHIS TN 38119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CLINT CUMMINS 1067 CRESTHAVEN MEMPHIS TN 38119 CEO 1.00 0 0 0 DANIELLE HASSEL MD 1067 CRESTHAVEN MEMPHIS TN 38119 PRESIDENT 1.00 0 0 0 HEATHER SWANSON MD 1067 CRESTHAVEN MEMPHIS TN 38119 PRESIDENT ELECT 1.00 0 0 0 JIMMIE MANCELL 1067 CRESTHAVEN MEMPHIS TN 38119 PAST PRESIDENT 1.00 0 0 0 ANDREW T WATSON MD 1067 CRESTHAVEN MEMPHIS TN 38119 DIRECTOR 1.00 0 0 0 JAMES C FLEMING MD 1067 CRESTHAVEN MEMPHIS TN 38119 DIRECTOR 1.00 0 0 0 JOHN SCHORGE MD 1067 CRESTHAVEN MEMPHIS TN 38119 DIRECTOR 1.00 0 0 0 MARGARET YANCEY MD 1067 CRESTHAVEN MEMPHIS TN 38119 DIRECTOR 1.00 0 0 0 PAXTON DICKERSON MD 1067 CRESTHAVEN MEMPHIS TN 38119 DIRECTOR 1.00 0 0 0 SCOTT DUNCAN MD 1067 CRESTHAVEN MEMPHIS TN 38119 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 PROJECT ACCESS 783764 0 330698 122437 0 453135 0 0 453135 6797 446338 22317 22317 223 223 22094 0 22094 0 22094 783764 0 783764 22094 0 0 72350 324004 401151 646235 677914 2121654 783764 0 0 0 22094 761670 0 0 2883324 0 0 0 0 0 0 72350 2810974 324004 401151 646235 677914 761670 X 0 0 14 2647 14 10284 18 21254 0 34185 0 34185 0 0 0 0 0 0 1 0 0 1b(5) 215033 THE MEMPHIS MEDICAL SOCIETY INC NOTE PAYABLE TO RELATED ORGANIZATION IN THE AMOUNT OF $215,033. 1 THE MEMPHIS MEDICAL SOCIETY INC 501(C)(6) RELATED ORGANIZATION. X X 1 TENNESSEE DEPARTMENT OF HEALTH 710 JAMES ROBERTSON PKWY NASHVILLE TN 37243 825759 X 2 FIRST HORIZON 4385 POPLAR AVENUE MEMPHIS TN 38117 7500 X ACCOUNTING FEES 27000 13500 13500 AUDIT FEES 5300 2650 2650 HP ENVY X360 LAPTOP - HP 15M-ES0023D 2021-07-20 1207 402 SL 3.000000000000 34 0 4X ELECTRIC STANDING DESKS - HEIGHT ADJUSTABLE 2021-08-23 1580 226 SL 7.000000000000 226 0 4X CORLIVING OFFICE CHAIR 2021-09-23 748 107 SL 7.000000000000 107 0 3X SAMSUNG MONITORS - LF24T350FHNXZA - 24" 2021-09-16 494 165 SL 3.000000000000 41 0 EPSON PRINTER - ES400II 2021-09-29 724 145 SL 5.000000000000 145 0 2X LENOVO - YOGA 7I 15 2-IN-1 - 15.6" 2021-08-09 2494 831 SL 3.000000000000 69 0 PLANTORONICS ENCOREPRRO HW520 HEADSET W/ AMP. 2021-09-27 502 100 SL 5.000000000000 100 0 PLANTRONICS U10P DIRECT CABLE - 27190-01 2021-09-27 219 44 SL 5.000000000000 44 0 4X AOC MONITOR - 27V2H - 27" 2021-07-19 576 192 SL 3.000000000000 16 0 3X LENOVO - YOGA 7I 2-IN-1 - 14" 2021-08-25 3557 1186 SL 3.000000000000 198 0 CHRISMA SALUS SOFTWARE LICENSE 2021-09-16 13500 1688 SL 2.000000000000 0 0 SURFACE BOOK 4 - 13.5" RYZEN 5 2022-08-17 768 256 SL 3.000000000000 256 0 FHASES - SETUP/CONFIGURATION AND DATA MIGRATION 2022-10-03 15000 5000 SL 3.000000000000 5000 0 KEYBOARD 2024-05-17 389 11 SL 3.000000000000 130 0 LENOVO LAPTOP 2024-06-11 823 23 SL 3.000000000000 274 0 LENOVO LAPTOP 2024-05-03 966 54 SL 3.000000000000 322 0 IPAD 2024-05-15 924 51 SL 3.000000000000 308 0 HP - ENVY-IN116 2024-12-02 560 SL 3.000000000000 109 0 HP - ENVY-IN116 2024-12-02 583 SL 3.000000000000 113 0 LENOVO - YOGA 7I 2025-05-27 1152 SL 3.000000000000 32 0 DELL INSPIRION 15 3535 2025-06-28 1099 SL 3.000000000000 0 0 507(B)(1)(B) TERMINATION FORM 990-PF, PART V, LINE 9 THE PRIVATE FOUNDATION IS IN A 60-MONTH TERMINATION UNDER SECTION 507(B)(1)(B) AND HAS ELECTRONICALLY ATTACHED FORM 872-B, CONSENT TO EXTEND THE TIME TO ASSESS MISCELLANEOUS EXCISE TAXES. AS SUCH THE FOUNDATION IS NOT REMITTING EXCISE TAX BASED ON INVESTMENT INCOME FOR PART V OF THE FORM 990-PF. HP ENVY X360 LAPTOP - HP 15M-ES0023D 1207 436 771 4X ELECTRIC STANDING DESKS - HEIGHT ADJUSTABLE 1580 452 1128 4X CORLIVING OFFICE CHAIR 748 214 534 3X SAMSUNG MONITORS - LF24T350FHNXZA - 24" 494 206 288 EPSON PRINTER - ES400II 724 290 434 PLANTORONICS ENCOREPRRO HW520 HEADSET W/ AMP. 502 200 302 PLANTRONICS U10P DIRECT CABLE - 27190-01 219 88 131 4X AOC MONITOR - 27V2H - 27" 576 208 368 3X LENOVO - YOGA 7I 2-IN-1 - 14" 3557 1384 2173 CHRISMA SALUS SOFTWARE LICENSE 13500 1688 11812 SURFACE BOOK 4 - 13.5" RYZEN 5 768 512 256 FHASES - SETUP/CONFIGURATION AND DATA MIGRATION 15000 10000 5000 KEYBOARD 389 141 248 LENOVO LAPTOP 823 297 526 LENOVO LAPTOP 966 376 590 IPAD 924 359 565 HP - ENVY-IN116 560 109 451 HP - ENVY-IN116 583 113 470 LENOVO - YOGA 7I 1152 32 1120 DELL INSPIRION 15 3535 1099 0 1099 FIRST HORIZON INVESTMENTS 324443 328882 328882 CONTRIBUTIONS/GRANTS 3500 0 3500 INSURANCE 776 0 776 MEMBERSHIPS & SUBSCRIPTIONS 675 0 675 MERCHANT FEES 491 0 491 MISCELLANEOUS 2250 0 2250 OFFICE SUPPLIES 943 0 943 OTHER PROJECT ACCESS EXPENSES 36556 0 36556 PRINTING 1754 0 1754 UNREALIZED CHANGE IN INVESTMENTS 6443 MEMPHIS MEDICAL SOCIETY INTERCOMPANY 185232 215450 PAYABLE TO MEMPHIS MEDICAL SOCIETY 31543 -417 INVESTMENT ACCOUNT ADVISORY FEES 2000 2000 0 PROJECT ACCESS BENEFITS & TAXES 93352 0 93352