Nonprofit · EIN 62-1202302
MEMORIAL FOUNDATION INC
Tax-exempt · MADISON, TN 37115
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,276,337 | $6,348,865 | -$1,072,528 | $135,065,021 | $755,191 | $134,309,830 |
| December 31, 2023 | 990-PF | $7,865,401 | $7,278,328 | $587,073 | $136,429,313 | $1,072,609 | $135,356,704 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,545
- Dividends
- $5,103,750
- Interest
- $668,809
- Net gain from sales of assets
- -$506,430
- Other income
- $6,663
Expenses
- Grants and similar amounts paid
- $4,374,880
- Compensation of officers, directors and key employees
- $607,676
- Salaries, compensation and benefits (total)
- $180,593
- Disbursements for charitable purposes
- $5,621,393
- Excise tax on investment income
- $73,287
Balance sheet and other
- Total assets, start of year
- $136,429,313
- Total assets, end of year
- $135,065,021
- Total liabilities, end of year
- $755,191
- Net assets, end of year
- $134,309,830
- Fair market value of assets
- $135,065,021
- Qualifying distributions
- $5,621,393
- Net investment income
- $5,779,222
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT S PERRY 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | PRESIDENT | 40 | $320,282 |
| JACKSON ROUTH 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | VICE PRES, PROGRAMS AND GRANTS | 40 | $199,406 |
| JOYCE DOUGLAS 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $94,026 |
| MORGAN GOLDEN 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | CONTROLLER Highest-paid employee | 40 | $87,988 |
| LAUREN WILLOUGHBY 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | PROGRAM OFFICER Highest-paid employee | 40 | $86,567 |
| DAVID E MCKEE 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | CHAIR | 0.1 | $0 |
| VARINA F BUNTIN 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | VICE CHAIR | 0.1 | $0 |
| ALFONZO ALEXANDER 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | SECRETARY | 0.1 | $0 |
| FRANK E GORDON 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| FRANK GRACE JR 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| SHANNA L JACKSON 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| BETH LITTLE 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| KIM CRANE MALLORY 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| MELVIN J MALONE 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| WILL MORROW 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE C PAINE II 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| J EDWARD PEARSON JR 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| EDDIE PHILLIPS 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| EMILY PRUETT 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| GINI PUPO-WALKER 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| V SEENU REDDY 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| BARBARA SPRINGER 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| I MICHELE WILLIAMS 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| FLEMING WILT 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| FRANK M BUMSTEAD 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | TRUSTEE EMERITUS | 0.1 | $0 |
| DREW R MADDUX SR 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | TRUSTEE EMERITUS | 0.1 | $0 |
| JO SANDERS 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | TRUSTEE EMERITUS | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT S PERRY 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | PRESIDENT | 40 | $314,587 |
| JACKSON ROUTH 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | VICE PRES, PROGRAMS AND GRANTS | 40 | $187,585 |
| JUDY MILLIKEN 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | FORMER VICE PRES, FINANCE | 40 | $118,827 |
| JOYCE DOUGLAS 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $81,692 |
| LAUREN WILLOUGHBY 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | PROGRAM OFFICER Highest-paid employee | 40 | $78,500 |
| MORGAN HAYES 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | CONTROLLER | 40 | $18,981 |
| DAVID E MCKEE 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | CHAIR | 0.1 | $0 |
| VARINA F BUNTIN 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | VICE CHAIR | 0.1 | $0 |
| ALFONZO ALEXANDER 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | SECRETARY | 0.1 | $0 |
| FRANK GRACE JR 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| GEORGE C PAINE II 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| SHANNA L JACKSON 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| FRANK GORDON 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| BETH LITTLE 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| DREW R MADDUX SR 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | TRUSTEE EMERITUS | 0.1 | $0 |
| J EDWARD PEARSON 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| V SEENU REDDY 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| EDDIE PHILLIPS 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| MELVIN J MALONE 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| JO SANDERS 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | TRUSTEE EMERITUS | 0.1 | $0 |
| BARBARA SPRINGER 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| MICHELE WILLIAMS 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| FLEMING WILT 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | DIRECTOR | 0.1 | $0 |
| L DALE BECK 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | TRUSTEE EMERITUS | 0 | $0 |
| FRANK M BUMSTEAD 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | TRUSTEE EMERITUS | 0 | $0 |
| GINI PUPO-WALKER 855 SKYLINE RIDGE DRIVE, MADISON, TN 37115 | TRUSTEE EMERITUS | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 855 SKYLINE RIDGE DR, MADISON, TN 37115-1003
- Signed the 990-PF
- SCOTT PERRY, PRESIDENT
- Phone
- (615) 822-9499
- Website
- WWW.MEMFOUNDATION.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-1202302
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1983
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E210)
- Assets (IRS master file)
- $135,065,021
- Income (IRS master file)
- $5,782,767
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,276,337 | $6,348,865 | $135,065,021 | XML |
| 990-PF | December 2023 | $7,865,401 | $7,278,328 | $136,429,313 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 62-1202302).
Questions about MEMORIAL FOUNDATION INC
- What is the EIN of MEMORIAL FOUNDATION INC?
- The employer identification number (EIN) of MEMORIAL FOUNDATION INC is 62-1202302.
- Is MEMORIAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to MEMORIAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MEMORIAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MEMORIAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MEMORIAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MEMORIAL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 27 people; 5 received compensation from the organization, the highest $320,282 (SCOTT S PERRY, PRESIDENT).
- How much revenue does MEMORIAL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,276,337, expenses of $6,348,865 and total assets of $135,065,021 at year end.
Other nonprofits in MADISON
- DR MENE ZUA GLOBAL PHILANTHROPIC FOUNDATION EIN 93-4514063 · last filed 990-N for 2025
- DAVIDSON TRANSIT ORGANIZATION EIN 62-1516937 · last filed 990 for 2025
- CHRISTIAN SCHOOLS INC EIN 62-0725510 · last filed 990 for 2025
- MIDDLE TENNESSEE SCHOOL OF ANESTHESIA INC EIN 58-1494136 · last filed 990 for 2024
- PROJECT REFLECT EIN 62-1563841 · last filed 990 for 2025
- THE HOUSING FUND INC EIN 62-1632388 · last filed 990 for 2025
- RECOVERY COMMUNITY EIN 26-1331243 · last filed 990 for 2024
- KINGS DAUGHTERS DAY HOME EIN 62-0729602 · last filed 990 for 2025