2026-03-18T15:06:03-07:00 2024-12-31 990PF 2024-01-01 621558722 THE ASSISI FOUNDATION OF MEMPHIS INC ASSI 9016841564 515 ERIN DRIVE MEMPHIS TN 38117 JACLYN A WHITE CPA DIRECTOR OF FINANCE 2026-03-18 true 2024 2025-03-06 01:10:19Z X 233486122 X X 40394 40394 40394 5083798 5083798 5083798 8975412 67538509 8975412 8975412 14099604 14099604 14099604 329277 164638 164637 490761 59808 430953 92532 28055 64477 39750 29750 10000 669834 669834 179437 110889 32401 16200 16201 406607 222161 184446 2351488 1190446 870714 11434685 11495773 13786173 1190446 12366487 313431 12909158 14099604 969562 1216853 1250741 16133 16985 16985 145427558 144446111 144446111 61178174 65771417 65771417 12759954 19456281 19456281 4904167 2359580 2582043 2544587 2544587 222933424 233452234 233486122 198493 333443 3576459 3515371 1 2 3774953 3848816 X 219158471 229603418 219158471 229603418 222933424 233452234 219158471 313431 10131516 229603418 229603418 PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31 67538509 58563097 8975412 8975412 8975412 8975412 179437 179437 179437 179437 0 false false false false false false false true true TN true false false false false true N/A JAN YOUNG 9016841564 515 ERIN DRIVE MEMPHIS TN 38117 false false false false false false false false false false false false false false false false false false false false false false JACK A BELZ 515 ERIN DRIVE MEMPHIS TN 38117 DIRECTOR 1.00 0 THOMAS C FARNSWORTH III 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 HARRY GOLDSMITH 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 NISHA POWERS 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 CAROL JOHNSON DEAN 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 MOLITOR FORD JR 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 MARVIN DAVIS 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 RONALD A BELZ 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 DAVID SCULLY 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 MARTIN REGAN 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 BARBARA DAUSH 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 ELLEN KLYCE 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 BEVERLY ROBERTSON 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 CHARLES D SCHAFFLER 515 ERIN DRIVE MEMPHIS TN 38117 DIRECTOR 1.00 0 FRANK GUSMUS 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 CATO JOHNSON 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 WILLIE GREGORY 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 MARTIN F THOMPSON 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 PHILIP R ZANONE JR 515 ERIN DRIVE MEMPHIS TN 38117 DIRECTOR 1.00 0 PEGGY VEESER 515 ERIN DRIVE MEMPHIS TN 38117 Chairman 1.00 0 ROBERT GOOCH 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 JAN YOUNG 515 ERIN DRIVE MEMPHIS TN 38117 Executive Direc 45.00 329777 41222 SUSAN AGUILLARD 515 ERIN DRIVE MEMPHIS TN 38117 Director 1.00 0 ERNESTINE SMITH 515 ERIN DRIVE MEMPHIS TN 38117 PROGRAMS MGR 40.00 121000 COLBY T WAMBLE 515 ERIN DR MEMPHIS TN 38117 GRANTS MGR 40.00 100000 TIFFANIE GRIER 515 ERIN DRIVE MEMPHIS TN 38117 PROGRAMS MGR 40.00 94000 FORVIS 999 SOUTH SHADY GROVE ROAD STE 400 MEMPHIS TN 38120 AUDIT FIRM 46386 CAPITAL GROUP INVESTMENTS ONE PERSHING PLAZA JERSEY CITY NJ 07399 INVESTMENT MANAGER 542000 GANT SYSTEMS 7622 BARTLETTCORP DRIVE BARTLETT TN 38133 COMPUTER SERVICE 22713 MICHAEL HATCHER ASSOCIATES 8365 CENTER HILL ROAD OLIVE BRANCH MS 38654 LAWN MAINTENANCE 15360 VANGUARD INVESTMENTS PO BOX 3009 MONROE WI 53566 OCIO INVESTMENT MGR 172753 226989258 984171 2561571 230535000 0 230535000 3458025 227076975 11353849 11353849 179437 179437 11174412 11174412 11174412 12366487 12366487 11174412 1254756 2797851 692148 1598661 893163 7236579 12366487 0 11174412 1192075 8428654 0 1254756 7173898 2797851 692148 1598661 893163 1192075 THE ASSISI FOUNDATION OF MEMPHIS IN 515 ERIN DRIVE MEMPHIS TN 38117 9016841564 SEE ATTACHMENT 3 SEE ATTACHMENT 3 SEE ATTACHMENT 3 AFM INITIATIVES 515 ERIN DRIVE MEMPHIS TN 38117 BOD AFM INITIATIVES 411088 WREG 803 CHANNEL 3 DRIVE MEMPHIS TN 38103 KNOWLEDGE BOWL 15000 OVERTON PARK CONSERVANCY 1951 POPLAR AVE STE 102 MEMPHIS TN 38104 ENVIRONMENTAL EDUCATION PROGRAMMING 60000 MAYOR'S INSTITUTE FOR EXCELLENCE IN 516 TENNESSEE STREET STE422 MEMPHIS TN 38103 DATA MID-SOUTH: CIVIC DATA PLATFORM 110000 FADICA 1875 K STREET NW SUITE 400 WASHINGTON DC 20006 2025 DUES 10000 CENTER FOR EFFECTIVE PHILANTHROPY 675 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 2025 DUES 5000 PHILANTHROPY SOUTHEAST 100 PEACHTREE STREET 2080 ATLANTA GA 30303 2025 DUES 12500 GRANTMAKERS FOR EFFECTIVE ORGANIZAT 1310 L STREET NW SUITE 650 WASHINGTON DC 20005 2025 DUES 6000 ST JUDE CHILDREN'S RESEARCH HOSPITA 262 DANNY THOMAS PLACE MEMPHIS TN 38105 CELL + GENE THERAPY 750000 VARIOUS CHARITIES 515 ERIN DRIVE MEMPHIS TN 38117 2024 GIVING 20000 SAFEWAYS INCORPORATED 310 GERMANTOWN BEND COVE STE 202 CORDOVA TN 38018 CAPACITY BUILDING AND EXPANSION 25000 YOUTH VILLAGES 3320 BROTHER BLVD MEMPHIS TN 38133 MEMPHIS ALLIES 500000 ROOM IN THE INN- MEMPHIS 409 AYERS STREET MEMPHIS TN 38105 RECUPERATIVE CARE CENTER 150000 COMMUNITY ALLIANCE FOR HOMELESS 2670 UNION EXTENDED 700 MEMPHIS TN 38112 HOMELESS SERVICE SYSTEM IMPLEMENTATION 100000 TENNIS MEMPHIS 1645 RIDGEWAY ROAD MEMPHIS TN 38119 COMMUNITY TENNIS IN MEMPHIS 200000 REGIONAL ONE HEALTH FOUNDATION 877 JEFFERSON AVENUE MEMPHIS TN 38103 ONE HEALTH SUPPORT 200000 FFOG 19 MANTUA ROAD MT ROYAL NJ 08061 2025 DUES 2050 CROSSTOWN RADIO PARTNERSHIP 1350 CONCOURSE AVE STE 160 MEMPHIS TN 38104 3 YEAR STRATEGIC PLANNING + STAFF DEVELOPMENT 20000 HUMANE SOCIETY OF MEMPHIS 935 FARM ROAD MEMPHIS TN 38134 ADVANCING ANIMAL WELFARE 35000 ORPHEUM THATRE GROUP 203 SOUTH MAIN STREET MEMPHIS TN 38103 EXTERIOR LIGHTING UPGRADES 78287 SHELBY FARMS PARK CONSERVANCY 6903 GREAT VIEW DRIVE NORTH MEMPHIS TN 38134 PARK RANGER FLEET 275000 COLLAGE DANCE COLLECTIVE 505 TILLMAN STREET MEMPHIS TN 38112 COLLAGE 3.0 91500 CTC fbo BINGHAMPTON LAND TRUST 258 N MERTON STREET MEMPHIS TN 38112 AFFORDABLE HOUSING SEED FUNDING 450000 MEMPHIS ROCK'N'SOUL INC 191 BEALE STREET STE 100 MEMPHIS TN 38103 NEW BUILDING & RELOCATION CAPITAL CAMPAIGN 500000 NATIONAL CIVIL RIGHTS MUSEUM 450 MULBERRY STREET MEMPHIS TN 38103 BECOME THE DREAM CAPITAL CAMPAIGN 2500000 FRIENDS FOR ALL 1548 POPLAR AVENUE MEMPHIS TN 38104 MAIN FACILITY RENOVATION PROJECT 1000000 FIRE MUSEUM OF MEMPHIS 118 ADAMS AVENUE MEMPHIS TN 38103 FIRE SAFETY ESCAPE ROOM 50000 FORWARD MEMPHIS 255 NORTH HIGHLAND STREET MEMPHIS TN 38111 EMPOWERMENT FUND 25000 START CO 140 SOUTH MAIN STREET STE 3 COLLIERVILLE TN 38017 FOOD URBANITE 75000 SOULSVILLE FOUNDATION 926 EAST MCLEMORE AVENUE MEMPHIS TN 38106 SOULSVILLE FOUNDATION: MUSIC EMPLOYS 175000 JUNIOR ACHIEVEMENT OF MEMPHIS 516 TILLMAN MEMPHIS TN 38112 LAUNCHING AND BUILDING THE ENTREPRENEURIAL PIPELINE 248115 MEMPHIS INNER CITY RUGBY 650 NEW YORK STREET MEMPHIS TN 38104 MICR SUSTAINABILITY 100000 PURE YOUTH ALLIANCE 4847 AMEY ROAD MEMPHIS TN 38109 CAPACITY BUILDING 150000 LIFEDOC HEALTH 6625 LENNOX PARK DRIVE STE 101 MEMPHIS TN 38115 CATALYZING CHANGE TO TRANSFORM MEMPHIS HEALTHCARE 500000 CATHEDRAL OF THE IMMACULATE CONCEPT 1695 CENTRAL AVENUE MEMPHIS TN 38104 BOARD MEMBER HONORARIUM 10000 REGIONAL ONE FOUNDATION 877 JEFFERSON AVE MEMPHIS TN 38103 BOARD CHAIR HONORARIUM 5000 MEMPHIS JEWISH COMMUNITY CENTER 6560 POPLAR AVENUE MEMPHIS TN 38138 MJCC INCLUSIVE SUMMER CAMP PROGRAM 61233 MEMPHIS THEOLOGICAL SEMINARY 168 E PARKWAY SOUTH MEMPHIS TN 38104 CENTER FOR CHAPLAINCY STUDIES PARTNERSHIP 50000 MEMPHIS BRAND OFFICE PO BOX 41708 MEMPHIS TN 38174 BRING YOUR SOUL CAMPAIGN 2024 15000 REGIONSMART 110 ADAMS AVENUE STE 601 MEMPHIS TN 38103 MAXIMIZING REGIONAL CAPACITY FOR FEDERAL GRANTS 125000 PROTECT OUR AQUIFER 1910 MADISON AVE 130 MEMPHIS TN 38104 WATER WARRIORS 75000 MEMPHIS BOTANIC GARDENS 750 CHERRY ROAD MEMPHIS TN 38117 TROPICAL PLANT COLLECTION GLASSHOUSE 250000 TENNESSEE INNOCENCE PROJECT 2029 PEABODY AVENUE MEMPHIS TN 38104 SUPPORTING OUR MEMPHIS CASELOAD 25/26 25000 URBAN RENAISSANCE 1708 MONROE AVENUE MEMPHIS TN 38104 SOUTH CITY EARLY CHILDHOOD EDUCATION CENTER 1000000 LEBONHEUR CHILDRENS HOSPITAL 848 ADAMS AVE MEMPHIS TN 38103 BOARD CHAIR HONORARIUM 5000 ALLIANCE HEALTHERCARE SERVICES 3810 WINCHESTER RD MEMPHIS TN 38118 CRISIS WELLNESS CENTER 500000 SIGHT SAVERS AMERICA 857 MT MORIAH RD MEMPHIS TN 38115 MEMPHIS LOW VISION PROGRAM 25000 HOSPITALITY HUB OF MEMPHIS 590 WASHINGTON AVE MEMPHIS TN 38105 EMERGENCY SHELTER EXPANSION 500000 11495773 AFM INITIATIVES 515 ERIN DRIVE MEMPHIS TN 38117 AFM INITIATIVES 90371 MEMPHIS ROCK 'N'SOUL INC 191 BEALE STREET STE 100 MEMPHIS TN 38103 NEW BUILDING & RELOCATION CAPITAL CAMPAIGN 500000 FORWARD MEMPHIS 255 NORTH HIGHLAND STREET MEMPHIS TN 38111 EMPOWERMENT FUND 50000 LIFEDOC HEALTH 6625 LENOX PARK DRIVE STE 101 MEMPHIS TN 38115 CATALYZING CHANGE TO TRANSFORM MEMPHIS HELATHCARE 500000 TENNESSEE INNOCENCE PROJECT 2029 PEABODY AVENUE MEMPHIS TN 38103 SUPPORTING OUR CASELOAD 25/26 25000 UNIVERSITY OF MEMPHIS FOUNDATION 323 ADMIN BLDG MEMPHIS TN 38152 SUSTAINING R1 AND COMMUNITY BASED RESEARCH 850000 ALLIANCE HEALTHCARE SERVICES 2220 UNION AVENUE MEMPHIS TN 38104 CRISIS WELLNESS CENTER 1500000 3515371 14 40394 14 5083798 18 8975412 14099604 14099604 false false false false false false false false false false AUDITING FEES 39750 29750 0 10000 CAPITAL GROUP INVESTMENTS INVESTMENT MANAGER FEES FORVIS ANNUAL AUDIT FEES GANT SYSTEMS COMPUTER BACKUP AND SERVICE MICHAEL HATCHER ASSOCIATES LAWN MAINTENANCE VANGUARD INVESTMENTS INVESTMENT MANAGER FEES Building 2004-11-22 2224942 1088704 SL 39.0000 57050 Electrical Work 2005-11-28 4247 1971 SL 39.0000 109 Linkous Construction Cost 2005-03-07 43097 20811 SL 39.0000 1105 Various Building Costs 2005-12-31 14355 6624 SL 39.0000 368 Bathrooms Renovation 2006-12-01 72388 31707 SL 39.0000 1856 Improvements 2007-12-31 12408 5088 SL 39.0000 318 A/C Compressors 2008-07-21 9226 3664 SL 0.0256 237 New Building Flooring 2008-12-16 36118 13929 SL 0.0256 926 New Flooring 2009-12-31 3300 1194 SL 0.0256 85 RESURFACE FLOORS 2010-05-10 8200 2862 SL 0.0256 210 ASPHALT PARKING LOT 2010-10-14 5312 1796 SL 0.0256 136 HVAC SYSTEM 2011-10-06 57743 18081 SL 0.0256 1481 FLOORING 2011-10-06 20930 6556 SL 0.0256 537 BAMBOO WOOD FLOORING 2014-12-31 9628 2233 SL 0.0256 247 WATER HEATER 2015-01-27 5975 5307 SL 0.1000 598 BOARD ROOM RENOVATION 2015-04-30 18884 16284 SL 0.1000 1888 LIGHTING CONVERSION 2015-05-05 14660 12644 SL 0.1000 1466 LIBRARY FLOORING 2015-09-30 9541 7990 SL 0.1000 954 BUILDING ROOF 2016-09-28 38723 7199 SL 39.0000 993 ASPHALT PAVING PARKING LO 2016-09-06 24620 9233 SL 0.0500 1231 BUILDING ALARM 2017-05-09 15733 14609 SL 0.0714 1124 OFFICE FURNITURE 2017-08-30 275 254 SL 0.0714 21 TECHNOLOGY EQUIPMENT 2017-10-26 2049 1904 SL 0.0714 145 BOARD ROOM CHAIRS 2018-10-04 14186 10387 SL 0.1429 2027 BOARD ROOM PROJECTION SYS 2018-12-11 43039 31512 SL 0.1429 6150 7 DELL OFFICE COMPUTERS 2018-12-27 8793 6440 SL 0.1429 1257 BOARD ROOM PROJECTION SYS 2019-01-31 4132 2877 SL 0.1429 590 SECURITY CAMERAS + INSTAL 2019-04-09 9220 6093 SL 0.1429 1318 LIBRARY CABINET 2019-07-30 175 109 SL 0.1429 25 BOARD ROOM CHAIRS 2019-10-01 17870 10532 SL 0.1429 2554 COMPUTER EQUIPMENT 2020-07-07 1404 983 SL 0.2000 281 AIR IONIZER 2020-12-15 5575 1953 SL 0.1000 558 OFFICE CHAIRS 2020-03-05 4307 2153 SL 0.1429 615 NETWORK EQUIPMENT + INSTALL 2021-08-24 12640 4514 SL 0.1428 1805 ALARM SYSTEM 2021-11-02 2373 847 SL 0.1428 339 WINDOW BLINDS 2021-12-02 1090 390 SL 0.1428 156 SECURITY ACCESS SYSTEM 2022-02-17 2235 479 SL 0.1429 319 TECHNOLOGY UPGRADE 2023-01-24 27665 1975 SL 0.1429 3953 6 HP ALL IN ONE COMPUTERS 2023-02-03 12853 918 SL 0.1429 1837 LAPTOPS FOR INTERN OFFICE 2023-02-07 1598 114 SL 0.1429 228 2 HP ALL IN ONE COMP + PRINTERS (5) 2023-03-21 6433 459 SL 0.1429 919 TRIPP LITE UPS SMART + WALLMOUNT 2023-08-17 3068 219 SL 0.1429 438 AZURE SERVER 2023-03-21 7785 779 SL 0.2000 1557 SALESFORCE CONVERSION- SPUTNIK 2024-07-02 61750 SL 0.1667 10294 PLANTS FOR EXTERIOR 2024-07-18 11683 SL 0.0500 584 Furniture and Fixtures 627316 470245 157071 157071 Machinery and Equipment 437851 370513 67338 67338 Buildings 2621360 1325792 1295568 1295568 Improvements 24620 10465 14155 14155 Land 958757 958757 958757 Miscellaneous 234263 182565 51698 51698 ALARM MONITORING/BUILDING SECURITY 5384 2692 2692 BANK CHARGES 1243 621 622 BENEFITS & PAYROLL TAXES 106102 53051 53051 BOARD EXPENSE 66398 33199 33199 COMPUTER EXPENSE 27528 13764 13764 EQUIPMENT RENTALS & LEASES 10979 5489 5490 GRANT SUPPORT & EVALUATION 37718 37718 INSURANCE - PROP/D&O/GEN'L LIAB 36567 18284 18283 JANITORIAL SERVICE 17731 8865 8866 LANDSCAPING & LAWN MAINTENANCE 16663 8331 8332 MEMBERSHIP DUES ,BOOKS & SUBSCRIPTIONS 10863 5432 5431 OFFICE SUPPLIES AND EXPENSE 8512 4256 4256 REPAIRS & MAINTENANCE 16048 8024 8024 TELECOMMUNICATIONS 13145 6572 6573 UTILITIES 31726 15863 15863 INVESTMENT MANAGER FEES 669834 669834 0 0 EXCISE TAXES 179437