Nonprofit · EIN 62-6040797
B J WADE TR FBO MARGARET BROWN ET AL
Tax-exempt · MEMPHIS, TN 38117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $398,918 | $679,616 | -$280,698 | $446,561 | $0 | $446,561 |
| December 31, 2023 | 990-PF | $277,509 | $282,165 | -$4,656 | $727,259 | $0 | $727,259 |
| December 31, 2022 | 990-PF | $269,334 | $40,867 | $228,467 | $732,141 | $0 | $732,141 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $17,079
- Net rental income
- $241,433
- Net gain from sales of assets
- $128,839
Expenses
- Grants and similar amounts paid
- $598,277
- Compensation of officers, directors and key employees
- $27,224
- Disbursements for charitable purposes
- $611,889
- Excise tax on investment income
- $4,747
Balance sheet and other
- Total assets, start of year
- $727,259
- Total assets, end of year
- $446,561
- Total liabilities, end of year
- $0
- Net assets, end of year
- $446,561
- Fair market value of assets
- $8,967,035
- Qualifying distributions
- $611,889
- Net investment income
- $398,918
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 |
|---|---|---|---|
| FIRST HORIZON BANK 4385 POPLAR AVE, MEMPHIS, TN 38117 | TRUSTEE | 2 | $27,224 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST HORIZON BANK 4385 POPLAR AVE, MEMPHIS, TN 38117 | TRUSTEE | 2 | $27,300 |
990-PF for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST HORIZON BANK 4385 POPLAR AVE, MEMPHIS, TN 38117 | TRUSTEE | 2 | $26,457 |
Address and contacts
- Address (IRS master file)
- 4385 POPLAR AVENUE RTC2, MEMPHIS, TN 38117-3715
- In care of
- % FIRST HORIZON BANK
- Signed the 990-PF
- PORTIA ZERILLA, VICE PRESIDENT, FIRST HORIZON BANK
- Phone
- (901) 681-2363
- Return prepared by
- WATKINS UIBERALL PLLC
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 | Check at the IRS |
| 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
- 62-6040797
- 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
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $10,209,670
- Income (IRS master file)
- $10,655,309
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $398,918 | $679,616 | $446,561 | IRS |
| 990-PF | December 2023 | $277,509 | $282,165 | $727,259 | XML |
| 990-PF | December 2022 | $269,334 | $40,867 | $732,141 | XML |
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 62-6040797).
Questions about B J WADE TR FBO MARGARET BROWN ET AL
- What is the EIN of B J WADE TR FBO MARGARET BROWN ET AL?
- The employer identification number (EIN) of B J WADE TR FBO MARGARET BROWN ET AL is 62-6040797.
- Is B J WADE TR FBO MARGARET BROWN ET AL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to B J WADE TR FBO MARGARET BROWN ET AL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does B J WADE TR FBO MARGARET BROWN ET AL file?
- Form 990-PF. Private foundations file every year.
- When is the next return of B J WADE TR FBO MARGARET BROWN ET AL due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did B J WADE TR FBO MARGARET BROWN ET AL 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 B J WADE TR FBO MARGARET BROWN ET AL?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $27,224 (FIRST HORIZON BANK, TRUSTEE).
- How much revenue does B J WADE TR FBO MARGARET BROWN ET AL have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $398,918, expenses of $679,616 and total assets of $446,561 at year end.
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All nonprofits in MEMPHIS · Tennessee · Philanthropy, voluntarism and grantmaking foundations